Capital Group Private Client Services, Inc. Evergy, Inc. Transaction History

Capital Group Private Client Services, Inc.

$9.6 Billion
Q2 2024

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Nov 13, 2023	SELL	$50.42 - $61.56 $51,478 - $62,852	-1,021 Reduced 2.24%	44,540 $2.26 Million
Q2 2023 Aug 11, 2023	SELL	$57.02 - $63.68 $1.63 Million - $1.82 Million	-28,636 Reduced 38.59%	45,561 $2.66 Million
Q1 2023 May 15, 2023	SELL	$57.15 - $64.96 $4.75 Million - $5.4 Million	-83,055 Reduced 52.82%	74,197 $4.53 Million
Q4 2022 Feb 14, 2023	SELL	$56.27 - $63.52 $1.4 Million - $1.58 Million	-24,824 Reduced 13.63%	157,252 $9.9 Million
Q3 2022 Nov 14, 2022	BUY	$59.4 - $71.43 $8.2 Million - $9.86 Million	138,073 Added 313.78%	182,076 $10.8 Million
Q2 2022 Aug 15, 2022	BUY	$60.14 - $72.62 $761,793 - $919,877	12,667 Added 40.42%	44,003 $2.87 Million
Q1 2022 May 16, 2022	BUY	$60.2 - $68.34 $1.89 Million - $2.14 Million	31,336 New	31,336 $2.14 Million

Others Institutions Holding EVRG

# of Institutions

765

Shares Held

198M

Call Options Held

220K

Put Options Held

325K

Vanguard Group Inc Valley Forge, PA

30.3M
Shares

$1.88 Billion
0.03% of portfolio
State Street Corp Boston, MA

16.5M
Shares

$1.02 Billion
0.04% of portfolio
Black Rock Inc. New York, NY

16.4M
Shares

$1.02 Billion
0.02% of portfolio
Zimmer Partners, LP New York, NY

5.85M
Shares

$363 Million
5.98% of portfolio
Geode Capital Management, LLC Boston, MA

5.81M
Shares

$360 Million
0.03% of portfolio

View Full List

About Evergy, Inc.

Ticker EVRG
Exchange NYSE
Sector Utilities
Industry Utilities—Regulated Electric
Shares Outstandng 229,522,000
Market Cap $14.2B
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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