Cornerstone Wealth Management, LLC Evergy, Inc. Transaction History

Cornerstone Wealth Management, LLC

$1.21 Billion
Q1 2024

A detailed history of Cornerstone Wealth Management, LLC transactions in Evergy, Inc. stock. As of the latest transaction made, Cornerstone Wealth Management, LLC holds 4,357 shares of EVRG stock, worth $228,568. This represents 0.02% of its overall portfolio holdings.

Number of Shares

4,357

Previous 4,420 1.43%

Holding current value

$228,568

Previous $230,000 0.87%

% of portfolio

0.02%

Previous 0.02%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 19, 2024	SELL	$48.62 - $54.21 $3,063 - $3,415	-63 Reduced 1.43%	4,357 $232,000
Q4 2023 Jan 10, 2024	SELL	$48.05 - $53.37 $2,258 - $2,508	-47 Reduced 1.05%	4,420 $230,000
Q3 2023 Nov 06, 2023	SELL	$50.42 - $61.56 $5,344 - $6,525	-106 Reduced 2.32%	4,467 $226,000
Q2 2023 Jul 14, 2023	SELL	$57.02 - $63.68 $109,763 - $122,584	-1,925 Reduced 29.62%	4,573 $267,000
Q1 2023 May 15, 2023	BUY	$57.15 - $64.96 $144,760 - $164,543	2,533 Added 63.88%	6,498 $397,000

Q3 2022 Oct 14, 2022	BUY	$59.4 - $71.43 $59 - $71	1 Added 0.03%	3,965 $236,000
Q2 2022 Aug 04, 2022	BUY	$60.14 - $72.62 $120 - $145	2 Added 0.05%	3,964 $259,000
Q1 2022 Apr 21, 2022	BUY	$60.2 - $68.34 $60 - $68	1 Added 0.03%	3,962 $271,000
Q4 2021 Feb 14, 2022	SELL	$61.8 - $68.61 $5,809 - $6,449	-94 Reduced 2.32%	3,961 $271,000
Q3 2021 Nov 12, 2021	BUY	$61.39 - $69.26 $61 - $69	1 Added 0.02%	4,055 $252,000
Q2 2021 Aug 09, 2021	SELL	$59.93 - $64.81 $16,420 - $17,757	-274 Reduced 6.33%	4,054 $245,000
Q1 2021 Apr 30, 2021	BUY	$52.41 - $60.16 $30,555 - $35,073	583 Added 15.57%	4,328 $258,000
Q4 2020 Jan 29, 2021	BUY	$50.82 - $58.59 $190,320 - $219,419	3,745 New	3,745 $208,000
Q4 2019 Feb 20, 2020	SELL	$62.14 - $66.28 $211,400 - $225,484	-3,402 Closed	0 $0
Q3 2019 Oct 29, 2019	BUY	$60.16 - $67.31 $204,664 - $228,988	3,402 New	3,402 $226,000
Q3 2018 Oct 19, 2018	SELL	$54.23 - $58.95 $5.03 Million - $5.47 Million	-92,772 Closed	0 $0
Q2 2018 Jul 20, 2018	BUY	$50.65 - $57.04 $4.7 Million - $5.29 Million	92,772 New	92,772 $1.63 Million

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...

More about EVRG

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Cornerstone Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cornerstone Wealth Management, LLC with notifications on news.

Account

Cornerstone Wealth Management, LLC Evergy, Inc. Transaction History