Beacon Pointe Advisors, LLC Evergy, Inc. Transaction History

Beacon Pointe Advisors, LLC

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Feb 08, 2024	BUY	$48.05 - $53.37 $9,033 - $10,033	188 Added 4.52%	4,345 $226,000
Q3 2023 Nov 14, 2023	BUY	$50.42 - $61.56 $35,798 - $43,707	710 Added 20.6%	4,157 $210,000
Q2 2023 Aug 11, 2023	SELL	$57.02 - $63.68 $37,633 - $42,028	-660 Reduced 16.07%	3,447 $201,000
Q1 2023 May 12, 2023	BUY	$57.15 - $64.96 $36,747 - $41,769	643 Added 18.56%	4,107 $251,000
Q4 2022 Feb 14, 2023	BUY	$56.27 - $63.52 $194,919 - $220,033	3,464 New	3,464 $218,000

Q2 2022 Aug 11, 2022	SELL	$60.14 - $72.62 $194,973 - $235,434	-3,242 Closed	0 $0
Q1 2022 May 17, 2022	BUY	$60.2 - $68.34 $195,168 - $221,558	3,242 New	3,242 $222,000
Q4 2021 Feb 14, 2022	SELL	$61.8 - $68.61 $241,699 - $268,333	-3,911 Closed	0 $0
Q3 2021 Nov 15, 2021	BUY	$61.39 - $69.26 $240,096 - $270,875	3,911 New	3,911 $243,000

744

195M

223K

991K

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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