A detailed history of Capital Advisors, Ltd. LLC transactions in Evergy, Inc. stock. As of the latest transaction made, Capital Advisors, Ltd. LLC holds 149 shares of EVRG stock, worth $9,014. This represents 0.0% of its overall portfolio holdings.

Number of Shares
149
Previous 149 -0.0%
Holding current value
$9,014
Previous $8,000 12.5%
% of portfolio
0.0%
Previous 0.0%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 25, 2024

SELL
$49.56 - $55.74 $545 - $613
-11 Reduced 6.88%
149 $8,000
Q1 2024

Apr 18, 2024

SELL
$48.62 - $54.21 $3,938 - $4,391
-81 Reduced 33.61%
160 $9,000
Q4 2023

Feb 02, 2024

SELL
$48.05 - $53.37 $2,979 - $3,308
-62 Reduced 20.46%
241 $13,000
Q3 2023

Oct 27, 2023

SELL
$50.42 - $61.56 $1,411 - $1,723
-28 Reduced 8.46%
303 $15,000
Q2 2023

Jul 26, 2023

BUY
$57.02 - $63.68 $6,500 - $7,259
114 Added 52.53%
331 $19,000
Q1 2023

May 03, 2023

SELL
$57.15 - $64.96 $18,516 - $21,047
-324 Reduced 59.89%
217 $13,000
Q4 2022

Feb 07, 2023

BUY
$56.27 - $63.52 $18,344 - $20,707
326 Added 151.63%
541 $10,000
Q3 2022

Nov 09, 2022

BUY
$59.4 - $71.43 $3,504 - $4,214
59 Added 37.82%
215 $13,000
Q2 2022

Aug 05, 2022

BUY
$60.14 - $72.62 $360 - $435
6 Added 4.0%
156 $10,000
Q1 2022

May 09, 2022

SELL
$60.2 - $68.34 $361 - $410
-6 Reduced 3.85%
150 $10,000
Q4 2021

Feb 08, 2022

BUY
$61.8 - $68.61 $9,640 - $10,703
156 New
156 $11,000

Others Institutions Holding EVRG

About Evergy, Inc.


  • Ticker EVRG
  • Exchange NYSE
  • Sector Utilities
  • Industry Utilities—Regulated Electric
  • Shares Outstandng 229,522,000
  • Market Cap $13.9B
  • 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...
More about EVRG
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