Cwm, LLC Evergy, Inc. Transaction History

Cwm, LLC

$20.6 Billion
Q1 2024

A detailed history of Cwm, LLC transactions in Evergy, Inc. stock. As of the latest transaction made, Cwm, LLC holds 314,029 shares of EVRG stock, worth $16.5 Million. This represents 0.08% of its overall portfolio holdings.

Number of Shares

314,029

Previous 310,030 1.29%

Holding current value

$16.5 Million

Previous $16.2 Million 3.58%

% of portfolio

0.08%

Previous 0.09%

29 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 05, 2024	BUY	$48.62 - $54.21 $194,431 - $216,785	3,999 Added 1.29%	314,029 $16.8 Million
Q4 2023 Feb 01, 2024	SELL	$48.05 - $53.37 $1.3 Million - $1.44 Million	-27,019 Reduced 8.02%	310,030 $16.2 Million
Q3 2023 Oct 11, 2023	SELL	$50.42 - $61.56 $1.34 Million - $1.63 Million	-26,538 Reduced 7.3%	337,049 $17.1 Million
Q2 2023 Aug 03, 2023	SELL	$57.02 - $63.68 $1.67 Million - $1.87 Million	-29,300 Reduced 7.46%	363,587 $21.2 Million
Q1 2023 Apr 28, 2023	BUY	$57.15 - $64.96 $167,506 - $190,397	2,931 Added 0.75%	392,887 $24 Million

Q4 2022 Feb 01, 2023	BUY	$56.27 - $63.52 $1.43 Million - $1.62 Million	25,479 Added 6.99%	389,956 $24.5 Million
Q3 2022 Oct 27, 2022	BUY	$59.4 - $71.43 $582,654 - $700,656	9,809 Added 2.77%	364,477 $21.7 Million
Q2 2022 Jul 28, 2022	BUY	$60.14 - $72.62 $633,574 - $765,051	10,535 Added 3.06%	354,668 $23.1 Million
Q1 2022 Apr 21, 2022	BUY	$60.2 - $68.34 $125,276 - $142,215	2,081 Added 0.61%	344,133 $23.5 Million
Q4 2021 Jan 31, 2022	BUY	$61.8 - $68.61 $464,797 - $516,015	7,521 Added 2.25%	342,052 $23.5 Million
Q1 2021 Sep 15, 2021	BUY	$52.41 - $60.16 $499,729 - $573,625	9,535 Added 2.93%	334,531 $20.2 Million
Q1 2021 Apr 27, 2021	SELL	$52.41 - $60.16 $499,729 - $573,625	-9,535 Reduced 2.85%	324,996 $19.3 Million
Q4 2020 Sep 15, 2021	SELL	$50.82 - $58.59 $381,963 - $440,362	-7,516 Reduced 2.2%	334,531 $20.2 Million
Q4 2020 Jan 27, 2021	BUY	$50.82 - $58.59 $381,963 - $440,362	7,516 Added 2.25%	342,047 $19 Million
Q3 2020 Sep 15, 2021	BUY	$49.12 - $64.83 $383,971 - $506,776	7,817 Added 2.39%	334,531 $20.2 Million
Q3 2020 Oct 19, 2020	SELL	$49.12 - $64.83 $383,971 - $506,776	-7,817 Reduced 2.34%	326,714 $16.6 Million
Q2 2020 Sep 15, 2021	BUY	$51.75 - $65.1 $355,626 - $447,367	6,872 Added 2.1%	334,531 $20.2 Million
Q2 2020 Jul 22, 2020	SELL	$51.75 - $65.1 $355,626 - $447,367	-6,872 Reduced 2.05%	327,659 $19.4 Million
Q1 2020 Sep 15, 2021	BUY	$44.92 - $73.91 $1.23 Million - $2.03 Million	27,433 Added 8.93%	334,531 $20.2 Million
Q1 2020 Apr 28, 2020	SELL	$44.92 - $73.91 $1.23 Million - $2.03 Million	-27,433 Reduced 8.2%	307,098 $16.9 Million
Q4 2019 Sep 14, 2021	BUY	$62.14 - $66.28 $4.02 Million - $4.28 Million	64,638 Added 23.95%	334,531 $20.2 Million
Q4 2019 Jan 27, 2020	SELL	$62.14 - $66.28 $4.02 Million - $4.28 Million	-64,638 Reduced 19.32%	269,893 $17.6 Million
Q3 2019 Sep 14, 2021	BUY	$60.16 - $67.31 $6.71 Million - $7.51 Million	111,613 Added 50.07%	334,531 $20.2 Million
Q3 2019 Oct 22, 2019	SELL	$60.16 - $67.31 $6.71 Million - $7.51 Million	-111,613 Reduced 33.36%	222,918 $14.8 Million
Q2 2019 Sep 14, 2021	BUY	$56.41 - $61.34 $18.8 Million - $20.5 Million	334,106 Added 78613.18%	334,531 $20.2 Million
Q2 2019 Jul 31, 2019	SELL	$56.41 - $61.34 $18.8 Million - $20.5 Million	-334,106 Reduced 99.87%	425 $26,000
Q1 2019 Sep 02, 2021	BUY	$54.84 - $59.87 $18.3 Million - $20 Million	334,431 Added 334431.0%	334,531 $0
Q1 2019 Apr 22, 2019	BUY	$54.84 - $59.87 $4,442 - $4,849	81 Added 426.32%	100 $6,000
Q4 2018 Jan 25, 2019	BUY	$54.89 - $60.77 $1,042 - $1,154	19 New	19 $1,000

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 $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...

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