Dimensional Fund Advisors LP Evergy, Inc. Transaction History

Dimensional Fund Advisors LP

$391 Billion
Q1 2025

A detailed history of Dimensional Fund Advisors LP transactions in Evergy, Inc. stock. As of the latest transaction made, Dimensional Fund Advisors LP holds 1,309,084 shares of EVRG stock, worth $87.1 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares

1,309,084

Previous 1,295,687 1.03%

Holding current value

$87.1 Million

Previous $79.7 Million 13.18%

% of portfolio

0.02%

Previous 0.02%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 13, 2025	BUY	$59.9 - $69.52 $802,480 - $931,359	13,397 Added 1.03%	1,309,084 $90.3 Million
Q4 2024 Feb 13, 2025	BUY	$59.06 - $65.0 $1.16 Million - $1.27 Million	19,584 Added 1.53%	1,295,687 $79.7 Million
Q3 2024 Nov 07, 2024	BUY	$52.46 - $62.01 $2.09 Million - $2.47 Million	39,760 Added 3.22%	1,276,103 $79.1 Million
Q2 2024 Aug 09, 2024	BUY	$49.56 - $55.74 $4.12 Million - $4.63 Million	83,035 Added 7.2%	1,236,343 $65.5 Million
Q1 2024 May 10, 2024	BUY	$48.62 - $54.21 $7.25 Million - $8.09 Million	149,155 Added 14.85%	1,153,308 $61.6 Million
Q4 2023 Feb 07, 2024	BUY	$48.05 - $53.37 $2.32 Million - $2.57 Million	48,194 Added 5.04%	1,004,153 $52.4 Million
Q3 2023 Nov 09, 2023	BUY	$50.42 - $61.56 $1.92 Million - $2.34 Million	38,089 Added 4.15%	955,959 $48.5 Million
Q2 2023 Aug 09, 2023	BUY	$57.02 - $63.68 $1.48 Million - $1.65 Million	25,898 Added 2.9%	917,870 $53.6 Million
Q1 2023 May 12, 2023	SELL	$57.15 - $64.96 $314,725 - $357,734	-5,507 Reduced 0.61%	891,972 $54.5 Million
Q4 2022 Feb 09, 2023	BUY	$56.27 - $63.52 $365,136 - $412,181	6,489 Added 0.73%	897,479 $56.5 Million
Q3 2022 Nov 10, 2022	BUY	$59.4 - $71.43 $724,086 - $870,731	12,190 Added 1.39%	890,990 $52.9 Million
Q2 2022 Aug 12, 2022	BUY	$60.14 - $72.62 $112,221 - $135,508	1,866 Added 0.21%	878,800 $57.3 Million
Q1 2022 May 13, 2022	SELL	$60.2 - $68.34 $526,148 - $597,291	-8,740 Reduced 0.99%	876,934 $59.9 Million
Q4 2021 Feb 09, 2022	SELL	$61.8 - $68.61 $3.37 Million - $3.75 Million	-54,598 Reduced 5.81%	885,674 $60.8 Million
Q3 2021 Nov 12, 2021	SELL	$61.39 - $69.26 $69,677 - $78,610	-1,135 Reduced 0.12%	940,272 $58.5 Million
Q2 2021 Aug 12, 2021	BUY	$59.93 - $64.81 $1.33 Million - $1.44 Million	22,228 Added 2.42%	941,407 $56.9 Million
Q1 2021 May 14, 2021	BUY	$52.41 - $60.16 $625,303 - $717,768	11,931 Added 1.32%	919,179 $54.7 Million
Q4 2020 Feb 25, 2021	BUY	$50.82 - $58.59 $46.1 Million - $53.2 Million	907,248 New	907,248 $50.4 Million

Others Institutions Holding EVRG

# of Institutions

906

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 $15.3B
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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Dimensional Fund Advisors LP Evergy, Inc. Transaction History