Assetmark, Inc Evergy, Inc. Transaction History

Assetmark, Inc

$30.5 Billion
Q1 2024

A detailed history of Assetmark, Inc transactions in Evergy, Inc. stock. As of the latest transaction made, Assetmark, Inc holds 18,875 shares of EVRG stock, worth $990,182. This represents 0.0% of its overall portfolio holdings.

Number of Shares

18,875

Previous 19,551 3.46%

Holding current value

$990,182

Previous $1.02 Million 1.27%

% of portfolio

0.0%

Previous 0.0%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 06, 2024	SELL	$48.62 - $54.21 $32,867 - $36,645	-676 Reduced 3.46%	18,875 $1.01 Million
Q4 2023 Feb 09, 2024	BUY	$48.05 - $53.37 $128,581 - $142,818	2,676 Added 15.86%	19,551 $1.02 Million
Q3 2023 Oct 27, 2023	BUY	$50.42 - $61.56 $156,755 - $191,390	3,109 Added 22.58%	16,875 $855,000
Q2 2023 Aug 11, 2023	BUY	$57.02 - $63.68 $24,689 - $27,573	433 Added 3.25%	13,766 $804,000
Q1 2023 May 05, 2023	BUY	$57.15 - $64.96 $34,461 - $39,170	603 Added 4.74%	13,333 $814,000

Q4 2022 Feb 10, 2023	BUY	$56.27 - $63.52 $294,123 - $332,019	5,227 Added 69.67%	12,730 $801,000
Q3 2022 Nov 01, 2022	SELL	$59.4 - $71.43 $1.06 Million - $1.27 Million	-17,762 Reduced 70.3%	7,503 $446,000
Q2 2022 Aug 03, 2022	BUY	$60.14 - $72.62 $64,891 - $78,356	1,079 Added 4.46%	25,265 $1.65 Million
Q1 2022 May 13, 2022	BUY	$60.2 - $68.34 $1.44 Million - $1.64 Million	23,933 Added 9459.68%	24,186 $1.65 Million
Q4 2021 Feb 14, 2022	BUY	$61.8 - $68.61 $15,635 - $17,358	253 New	253 $17,000
Q2 2020 Aug 11, 2020	SELL	$51.75 - $65.1 $1.43 Million - $1.8 Million	-27,576 Closed	0 $0
Q1 2020 May 12, 2020	SELL	$44.92 - $73.91 $1.26 Million - $2.08 Million	-28,125 Reduced 50.49%	27,576 $1.52 Million
Q4 2019 Feb 11, 2020	BUY	$62.14 - $66.28 $3.46 Million - $3.69 Million	55,636 Added 85593.85%	55,701 $3.63 Million
Q3 2019 Nov 13, 2019	SELL	$60.16 - $67.31 $3.91 Million - $4.37 Million	-64,993 Reduced 99.9%	65 $4,000
Q2 2019 Aug 14, 2019	BUY	$56.41 - $61.34 $1.13 Million - $1.23 Million	19,997 Added 44.38%	65,058 $3.91 Million
Q1 2019 May 14, 2019	BUY	$54.84 - $59.87 $2.46 Million - $2.69 Million	44,861 Added 22430.5%	45,061 $2.62 Million
Q2 2018 Aug 01, 2018	BUY	$50.65 - $57.04 $10,130 - $11,408	200 New	200 $11,000

Others Institutions Holding EVRG

# of Institutions

744

Shares Held

195M

Call Options Held

223K

Put Options Held

991K

View Full List

About Evergy, Inc.

Ticker EVRG
Exchange NYSE
Sector Utilities
Industry Utilities—Regulated Electric
Shares Outstandng 229,522,000
Market Cap $12B
Description
Evergy, Inc., together with its subsidiaries, engages in the generation, transmission, distribution, and sale of electricity in Kansas and Missouri, the United States. It generates electricity through coal, hydroelectric, landfill gas, uranium, and natural gas and oil sources, as well as solar, wind, other renewable sources. The company has appr...

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