A detailed history of Concurrent Investment Advisors, LLC transactions in Evergy, Inc. stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 9,135 shares of EVRG stock, worth $593,500. This represents 0.02% of its overall portfolio holdings.

Number of Shares
9,135
Previous 8,820 3.57%
Holding current value
$593,500
Previous $547 Million 2.8%
% of portfolio
0.02%
Previous 0.02%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 03, 2025

BUY
$59.06 - $65.0 $18,603 - $20,475
315 Added 3.57%
9,135 $562 Million
Q3 2024

Oct 30, 2024

SELL
$52.46 - $62.01 $66,466 - $78,566
-1,267 Reduced 12.56%
8,820 $547 Million
Q2 2024

Jul 30, 2024

SELL
$49.56 - $55.74 $20,716 - $23,299
-418 Reduced 3.98%
10,087 $534 Million
Q1 2024

May 07, 2024

SELL
$48.62 - $54.21 $437 - $487
-9 Reduced 0.09%
10,505 $561 Million
Q4 2023

Apr 15, 2024

BUY
$48.05 - $53.37 $505,197 - $561,132
10,514 New
10,514 $549 Million

Others Institutions Holding EVRG

About Evergy, Inc.


  • Ticker EVRG
  • Exchange NYSE
  • Sector Utilities
  • Industry Utilities—Regulated Electric
  • Shares Outstandng 229,522,000
  • Market Cap $14.9B
  • 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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