Creative One Wealth, LLC Evergy, Inc. Transaction History

Creative One Wealth, LLC

$2.51 Billion
Q1 2024

A detailed history of Creative One Wealth, LLC transactions in Evergy, Inc. stock. As of the latest transaction made, Creative One Wealth, LLC holds 10,353 shares of EVRG stock, worth $546,534. This represents 0.02% of its overall portfolio holdings.

Number of Shares

10,353

Previous 8,770 18.05%

Holding current value

$546,534

Previous $458,000 20.74%

% of portfolio

0.02%

Previous 0.03%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 14, 2024	BUY	$48.62 - $54.21 $76,965 - $85,814	1,583 Added 18.05%	10,353 $553,000
Q4 2023 Feb 09, 2024	BUY	$48.05 - $53.37 $21,286 - $23,642	443 Added 5.32%	8,770 $458,000
Q3 2023 Oct 17, 2023	SELL	$50.42 - $61.56 $158,419 - $193,421	-3,142 Reduced 27.4%	8,327 $423,000
Q2 2023 Aug 16, 2023	BUY	$57.02 - $63.68 $142,150 - $158,754	2,493 Added 27.77%	11,469 $669,000
Q2 2023 Aug 14, 2023	BUY	$57.02 - $63.68 $89,863 - $100,359	1,576 Added 21.3%	8,976 $565,000

Q1 2023 May 15, 2023	BUY	$57.15 - $64.96 $12,058 - $13,706	211 Added 2.94%	7,400 $452,000
Q4 2022 Feb 14, 2023	BUY	$56.27 - $63.52 $450 - $508	8 Added 0.11%	7,189 $452,000
Q3 2022 Nov 14, 2022	BUY	$59.4 - $71.43 $15,206 - $18,286	256 Added 3.7%	7,181 $426,000
Q2 2022 Aug 12, 2022	SELL	$60.14 - $72.62 $46,788 - $56,498	-778 Reduced 10.1%	6,925 $451,000
Q1 2022 May 13, 2022	BUY	$60.2 - $68.34 $84,099 - $95,470	1,397 Added 22.15%	7,703 $527,000
Q4 2021 Feb 15, 2022	SELL	$61.8 - $68.61 $803 - $891	-13 Reduced 0.21%	6,306 $433,000
Q3 2021 Nov 16, 2021	BUY	$61.39 - $69.26 $1,841 - $2,077	30 Added 0.48%	6,319 $393,000
Q2 2021 Aug 13, 2021	BUY	$59.93 - $64.81 $68,859 - $74,466	1,149 Added 22.35%	6,289 $380,000
Q1 2021 May 17, 2021	BUY	$52.41 - $60.16 $52,672 - $60,460	1,005 Added 24.3%	5,140 $306,000
Q3 2020 Nov 13, 2020	SELL	$49.12 - $64.83 $2,848 - $3,760	-58 Reduced 1.38%	4,135 $210,000
Q2 2019 Aug 15, 2019	SELL	$56.41 - $61.34 $18,051 - $19,628	-320 Reduced 7.09%	4,193 $252,000
Q1 2019 May 15, 2019	BUY	$54.84 - $59.87 $41,349 - $45,141	754 Added 20.06%	4,513 $262,000
Q4 2018 Feb 14, 2019	BUY	$54.89 - $60.77 $206,331 - $228,434	3,759 New	3,759 $213,000

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 $12.1B
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...

More about EVRG

Track This Portfolio

Portfolio Update

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

News

Stay updated on Creative One Wealth, LLC with notifications on news.

Account

Creative One Wealth, LLC Evergy, Inc. Transaction History