Charles Schwab Investment Management Inc Evergy, Inc. Transaction History

Charles Schwab Investment Management Inc

$557 Billion
Q2 2025

A detailed history of Charles Schwab Investment Management Inc transactions in Evergy, Inc. stock. As of the latest transaction made, Charles Schwab Investment Management Inc holds 2,186,998 shares of EVRG stock, worth $171 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares

2,186,998

Previous 2,174,047 0.6%

Holding current value

$171 Million

Previous $150 Million 0.57%

% of portfolio

0.03%

Previous 0.03%

30 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 12, 2025	BUY	$64.06 - $69.64 $829,641 - $901,907	12,951 Added 0.6%	2,186,998 $151 Million
Q1 2025 Sep 15, 2025	SELL	$59.9 - $69.52 $775,764 - $900,353	-12,951 Reduced 0.59%	2,174,047 $150 Million
Q1 2025 May 09, 2025	BUY	$59.9 - $69.52 $811,944 - $942,343	13,555 Added 0.63%	2,174,047 $150 Million
Q4 2024 Feb 06, 2025	BUY	$59.06 - $65.0 $1.5 Million - $1.66 Million	25,481 Added 1.19%	2,160,492 $133 Million
Q3 2024 Nov 12, 2024	BUY	$52.46 - $62.01 $33.3 Million - $39.4 Million	634,735 Added 42.31%	2,135,011 $132 Million
Q2 2024 Aug 12, 2024	BUY	$49.56 - $55.74 $1.91 Million - $2.15 Million	38,635 Added 2.64%	1,500,276 $79.5 Million
Q1 2024 May 08, 2024	BUY	$48.62 - $54.21 $2.35 Million - $2.62 Million	48,407 Added 3.43%	1,461,641 $78 Million
Q4 2023 Feb 06, 2024	BUY	$48.05 - $53.37 $2.21 Million - $2.46 Million	46,002 Added 3.36%	1,413,234 $73.8 Million
Q3 2023 Nov 08, 2023	BUY	$50.42 - $61.56 $804,703 - $982,497	15,960 Added 1.18%	1,367,232 $69.3 Million
Q2 2023 Aug 09, 2023	BUY	$57.02 - $63.68 $312,469 - $348,966	5,480 Added 0.41%	1,351,272 $78.9 Million
Q1 2023 May 11, 2023	BUY	$57.15 - $64.96 $139,446 - $158,502	2,440 Added 0.18%	1,345,792 $82.3 Million
Q4 2022 Feb 13, 2023	BUY	$56.27 - $63.52 $1.84 Million - $2.08 Million	32,752 Added 2.5%	1,343,352 $84.6 Million
Q3 2022 Nov 14, 2022	BUY	$59.4 - $71.43 $1.58 Million - $1.9 Million	26,574 Added 2.07%	1,310,600 $77.9 Million
Q2 2022 Aug 15, 2022	SELL	$60.14 - $72.62 $424,047 - $512,043	-7,051 Reduced 0.55%	1,284,026 $83.8 Million
Q1 2022 May 13, 2022	BUY	$60.2 - $68.34 $2.75 Million - $3.12 Million	45,647 Added 3.67%	1,291,077 $88.2 Million
Q4 2021 Feb 11, 2022	BUY	$61.8 - $68.61 $3.2 Million - $3.55 Million	51,740 Added 4.33%	1,245,430 $85.4 Million
Q3 2021 Nov 16, 2021	BUY	$61.39 - $69.26 $1.31 Million - $1.48 Million	21,355 Added 1.82%	1,193,690 $74.2 Million
Q2 2021 Aug 16, 2021	BUY	$59.93 - $64.81 $4.09 Million - $4.43 Million	68,322 Added 6.19%	1,172,335 $70.8 Million
Q1 2021 May 17, 2021	BUY	$52.41 - $60.16 $2.38 Million - $2.73 Million	45,448 Added 4.29%	1,104,013 $65.7 Million
Q4 2020 Feb 16, 2021	BUY	$50.82 - $58.59 $1.17 Million - $1.35 Million	23,068 Added 2.23%	1,058,565 $58.8 Million
Q3 2020 Nov 13, 2020	SELL	$49.12 - $64.83 $1.28 Million - $1.68 Million	-25,991 Reduced 2.45%	1,035,497 $52.6 Million
Q2 2020 Aug 14, 2020	BUY	$51.75 - $65.1 $4.04 Million - $5.09 Million	78,163 Added 7.95%	1,061,488 $62.9 Million
Q1 2020 May 15, 2020	BUY	$44.92 - $73.91 $2.22 Million - $3.65 Million	49,347 Added 5.28%	983,325 $54.1 Million
Q4 2019 Feb 07, 2020	SELL	$62.14 - $66.28 $1.03 Million - $1.1 Million	-16,566 Reduced 1.74%	933,978 $60.8 Million
Q3 2019 Nov 08, 2019	SELL	$60.16 - $67.31 $1.79 Million - $2 Million	-29,674 Reduced 3.03%	950,544 $63.3 Million
Q2 2019 Aug 09, 2019	SELL	$56.41 - $61.34 $1.04 Million - $1.13 Million	-18,474 Reduced 1.85%	980,218 $59 Million
Q1 2019 May 14, 2019	SELL	$54.84 - $59.87 $5.77 Million - $6.3 Million	-105,186 Reduced 9.53%	998,692 $58 Million
Q4 2018 Feb 14, 2019	BUY	$54.89 - $60.77 $229,604 - $254,200	4,183 Added 0.38%	1,103,878 $62.7 Million
Q3 2018 Nov 13, 2018	SELL	$54.23 - $58.95 $20.5 Million - $22.3 Million	-377,814 Reduced 25.57%	1,099,695 $60.4 Million
Q2 2018 Aug 08, 2018	BUY	$50.65 - $57.04 $74.8 Million - $84.3 Million	1,477,509 New	1,477,509 $83 Million

Others Institutions Holding EVRG

# of Institutions

923

Shares Held

203M

Call Options Held

118K

Put Options Held

67.9K

View Full List

About Evergy, Inc.

Ticker EVRG
Exchange NYSE
Sector Utilities
Industry Utilities—Regulated Electric
Shares Outstandng 229,522,000
Market Cap $17.9B
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...

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Charles Schwab Investment Management Inc Evergy, Inc. Transaction History