Creative Planning Evergy, Inc. Transaction History

Creative Planning

$106 Billion
Q1 2025

A detailed history of Creative Planning transactions in Evergy, Inc. stock. As of the latest transaction made, Creative Planning holds 146,531 shares of EVRG stock, worth $10.3 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares

146,531

Previous 135,974 7.76%

Holding current value

$10.3 Million

Previous $8.37 Million 20.72%

% of portfolio

0.01%

Previous 0.01%

28 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 15, 2025	BUY	$59.9 - $69.52 $632,364 - $733,922	10,557 Added 7.76%	146,531 $10.1 Million
Q4 2024 Feb 14, 2025	BUY	$59.06 - $65.0 $731,162 - $804,700	12,380 Added 10.02%	135,974 $8.37 Million
Q3 2024 Oct 11, 2024	BUY	$52.46 - $62.01 $42,597 - $50,352	812 Added 0.66%	123,594 $7.66 Million
Q2 2024 Aug 15, 2024	BUY	$49.56 - $55.74 $808,174 - $908,952	16,307 Added 15.32%	122,782 $6.5 Million
Q1 2024 May 10, 2024	BUY	$48.62 - $54.21 $373,644 - $416,603	7,685 Added 7.78%	106,475 $5.68 Million
Q4 2023 Feb 14, 2024	SELL	$48.05 - $53.37 $433,699 - $481,717	-9,026 Reduced 8.37%	98,790 $5.16 Million
Q3 2023 Nov 16, 2023	BUY	$50.42 - $61.56 $1.09 Million - $1.34 Million	21,690 Added 25.18%	107,816 $5.47 Million
Q2 2023 Jul 21, 2023	BUY	$57.02 - $63.68 $22,123 - $24,707	388 Added 0.45%	86,126 $5.03 Million
Q1 2023 May 15, 2023	SELL	$57.15 - $64.96 $154,419 - $175,521	-2,702 Reduced 3.06%	85,738 $5.24 Million
Q4 2022 Feb 10, 2023	BUY	$56.27 - $63.52 $1.1 Million - $1.25 Million	19,618 Added 28.51%	88,440 $5.57 Million
Q3 2022 Nov 03, 2022	SELL	$59.4 - $71.43 $345,589 - $415,579	-5,818 Reduced 7.79%	68,822 $4.09 Million
Q2 2022 Aug 15, 2022	BUY	$60.14 - $72.62 $402,035 - $485,464	6,685 Added 9.84%	74,640 $4.87 Million
Q1 2022 May 16, 2022	BUY	$60.2 - $68.34 $1.72 Million - $1.95 Million	28,508 Added 72.27%	67,955 $4.64 Million
Q4 2021 Feb 11, 2022	SELL	$61.8 - $68.61 $130,212 - $144,561	-2,107 Reduced 5.07%	39,447 $2.71 Million
Q3 2021 Nov 10, 2021	SELL	$61.39 - $69.26 $64,398 - $72,653	-1,049 Reduced 2.46%	41,554 $2.59 Million
Q2 2021 Aug 04, 2021	SELL	$59.93 - $64.81 $31,583 - $34,154	-527 Reduced 1.22%	42,603 $2.58 Million
Q1 2021 Apr 30, 2021	BUY	$52.41 - $60.16 $160,374 - $184,089	3,060 Added 7.64%	43,130 $2.57 Million
Q4 2020 Jan 29, 2021	SELL	$50.82 - $58.59 $131,013 - $151,045	-2,578 Reduced 6.04%	40,070 $2.22 Million
Q3 2020 Nov 05, 2020	BUY	$49.12 - $64.83 $207,679 - $274,101	4,228 Added 11.0%	42,648 $2.17 Million
Q2 2020 Jul 23, 2020	BUY	$51.75 - $65.1 $16,767 - $21,092	324 Added 0.85%	38,420 $2.28 Million
Q1 2020 May 05, 2020	SELL	$44.92 - $73.91 $137,050 - $225,499	-3,051 Reduced 7.41%	38,096 $2.1 Million
Q4 2019 Jan 30, 2020	SELL	$62.14 - $66.28 $238,306 - $254,183	-3,835 Reduced 8.53%	41,147 $2.68 Million
Q3 2019 Nov 01, 2019	SELL	$60.16 - $67.31 $135,781 - $151,918	-2,257 Reduced 4.78%	44,982 $2.99 Million
Q2 2019 Jul 26, 2019	BUY	$56.41 - $61.34 $222,875 - $242,354	3,951 Added 9.13%	47,239 $2.84 Million
Q1 2019 Apr 24, 2019	SELL	$54.84 - $59.87 $17,768 - $19,397	-324 Reduced 0.74%	43,288 $2.51 Million
Q4 2018 Feb 01, 2019	BUY	$54.89 - $60.77 $154,295 - $170,824	2,811 Added 6.89%	43,612 $2.48 Million
Q3 2018 Oct 25, 2018	BUY	$54.23 - $58.95 $145,499 - $158,162	2,683 Added 7.04%	40,801 $2.24 Million
Q2 2018 Jul 20, 2018	BUY	$50.65 - $57.04 $1.93 Million - $2.17 Million	38,118 New	38,118 $2.14 Million

Others Institutions Holding EVRG

# of Institutions

907

Shares Held

202M

Call Options Held

709K

Put Options Held

154K

View Full List

About Evergy, Inc.

Ticker EVRG
Exchange NYSE
Sector Utilities
Industry Utilities—Regulated Electric
Shares Outstandng 229,522,000
Market Cap $16.1B
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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Creative Planning Evergy, Inc. Transaction History