Avantax Advisory Services, Inc. Evergy, Inc. Transaction History

Avantax Advisory Services, Inc.

$11.1 Billion
Q1 2024

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Nov 07, 2023	SELL	$50.42 - $61.56 $38,672 - $47,216	-767 Reduced 11.0%	6,207 $314,000
Q2 2023 Aug 11, 2023	BUY	$57.02 - $63.68 $17,562 - $19,613	308 Added 4.62%	6,974 $407,000
Q1 2023 Apr 28, 2023	BUY	$57.15 - $64.96 $106,013 - $120,500	1,855 Added 38.56%	6,666 $407,000
Q4 2022 Feb 13, 2023	SELL	$56.27 - $63.52 $53,850 - $60,788	-957 Reduced 16.59%	4,811 $302,000
Q3 2022 Nov 01, 2022	BUY	$59.4 - $71.43 $40,213 - $48,358	677 Added 13.3%	5,768 $343,000

Q2 2022 Aug 02, 2022	SELL	$60.14 - $72.62 $168,331 - $203,263	-2,799 Reduced 35.48%	5,091 $332,000
Q1 2022 Apr 27, 2022	BUY	$60.2 - $68.34 $46,895 - $53,236	779 Added 10.95%	7,890 $541,000
Q4 2021 Jan 24, 2022	BUY	$61.8 - $68.61 $21,444 - $23,807	347 Added 5.13%	7,111 $488,000
Q3 2021 Oct 21, 2021	SELL	$61.39 - $69.26 $25,967 - $29,296	-423 Reduced 5.89%	6,764 $420,000
Q2 2021 Jul 29, 2021	BUY	$59.93 - $64.81 $34,100 - $36,876	569 Added 8.6%	7,187 $436,000
Q1 2021 May 13, 2021	BUY	$52.41 - $60.16 $56,497 - $64,852	1,078 Added 19.46%	6,618 $395,000
Q4 2020 Jan 22, 2021	SELL	$50.82 - $58.59 $186,915 - $215,494	-3,678 Reduced 39.9%	5,540 $307,000
Q3 2020 Oct 14, 2020	BUY	$49.12 - $64.83 $175,407 - $231,507	3,571 Added 63.24%	9,218 $469,000
Q2 2020 Aug 06, 2020	BUY	$51.75 - $65.1 $1,242 - $1,562	24 Added 0.43%	5,647 $336,000
Q1 2020 Apr 30, 2020	BUY	$44.92 - $73.91 $404 - $665	9 Added 0.16%	5,623 $310,000
Q4 2019 Feb 14, 2020	BUY	$62.14 - $66.28 $28,708 - $30,621	462 Added 8.97%	5,614 $365,000
Q3 2019 Nov 08, 2019	BUY	$60.16 - $67.31 $481 - $538	8 Added 0.16%	5,152 $342,000
Q2 2019 Aug 06, 2019	SELL	$56.41 - $61.34 $11,620 - $12,636	-206 Reduced 3.85%	5,144 $309,000
Q1 2019 May 13, 2019	BUY	$54.84 - $59.87 $25,610 - $27,959	467 Added 9.56%	5,350 $311,000
Q4 2018 Feb 13, 2019	BUY	$54.89 - $60.77 $268,027 - $296,739	4,883 New	4,883 $277,000

Others Institutions Holding EVRG

# of Institutions

744

Shares Held

195M

Call Options Held

223K

Put Options Held

991K

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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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