Capital Analysts, LLC Evergy, Inc. Transaction History

Capital Analysts, LLC

$2.14 Billion
Q1 2024

A detailed history of Capital Analysts, LLC transactions in Evergy, Inc. stock. As of the latest transaction made, Capital Analysts, LLC holds 74 shares of EVRG stock, worth $3,882. This represents 0.0% of its overall portfolio holdings.

Number of Shares

Previous 73 1.37%

Holding current value

$3,882

Previous $4,000 -0.0%

% of portfolio

0.0%

Previous 0.0%

21 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 14, 2024	BUY	$48.62 - $54.21 $48 - $54	1 Added 1.37%	74 $4,000
Q4 2023 Jan 30, 2024	SELL	$48.05 - $53.37 $4,180 - $4,643	-87 Reduced 54.37%	73 $4,000
Q3 2023 Nov 13, 2023	BUY	$50.42 - $61.56 $4,386 - $5,355	87 Added 119.18%	160 $8,000
Q1 2023 May 05, 2023	SELL	$57.15 - $64.96 $7,372 - $8,379	-129 Reduced 63.86%	73 $4,000
Q4 2022 Feb 08, 2023	BUY	$56.27 - $63.52 $5,570 - $6,288	99 Added 96.12%	202 $13,000

Q3 2022 Nov 14, 2022	BUY	$59.4 - $71.43 $1,841 - $2,214	31 Added 43.06%	103 $6,000
Q2 2022 Aug 12, 2022	SELL	$60.14 - $72.62 $60 - $72	-1 Reduced 1.37%	72 $5,000
Q2 2021 Nov 15, 2021	SELL	$59.93 - $64.81 $8,569 - $9,267	-143 Reduced 66.2%	73 $4,000
Q2 2021 Aug 05, 2021	BUY	$59.93 - $64.81 $8,569 - $9,267	143 Added 195.89%	216 $13,000
Q1 2021 May 17, 2021	SELL	$52.41 - $60.16 $2.48 Million - $2.84 Million	-47,286 Reduced 99.85%	73 $4,000
Q4 2020 Feb 16, 2021	BUY	$50.82 - $58.59 $85,225 - $98,255	1,677 Added 3.67%	47,359 $2.63 Million
Q3 2020 Nov 12, 2020	SELL	$49.12 - $64.83 $34,973 - $46,158	-712 Reduced 1.53%	45,682 $2.32 Million
Q2 2020 Aug 07, 2020	SELL	$51.75 - $65.1 $22,563 - $28,383	-436 Reduced 0.93%	46,394 $2.75 Million
Q1 2020 May 08, 2020	SELL	$44.92 - $73.91 $119,217 - $196,157	-2,654 Reduced 5.36%	46,830 $2.58 Million
Q4 2019 Feb 12, 2020	SELL	$62.14 - $66.28 $31,815 - $33,935	-512 Reduced 1.02%	49,484 $3.22 Million
Q3 2019 Nov 12, 2019	SELL	$60.16 - $67.31 $2,165 - $2,423	-36 Reduced 0.07%	49,996 $3.33 Million
Q2 2019 Aug 13, 2019	SELL	$56.41 - $61.34 $51,051 - $55,512	-905 Reduced 1.78%	50,032 $3.01 Million
Q1 2019 May 13, 2019	SELL	$54.84 - $59.87 $92,240 - $100,701	-1,682 Reduced 3.2%	50,937 $2.96 Million
Q4 2018 Feb 13, 2019	SELL	$54.89 - $60.77 $119,934 - $132,782	-2,185 Reduced 3.99%	52,619 $2.99 Million
Q3 2018 Nov 07, 2018	SELL	$54.23 - $58.95 $56,290 - $61,190	-1,038 Reduced 1.86%	54,804 $0
Q2 2018 Aug 03, 2018	BUY	$50.65 - $57.04 $2.83 Million - $3.19 Million	55,842 New	55,842 $0

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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Capital Analysts, LLC Evergy, Inc. Transaction History