Dynamic Advisor Solutions LLC Evergy, Inc. Transaction History

Dynamic Advisor Solutions LLC

$2.97 Billion
Q1 2025

A detailed history of Dynamic Advisor Solutions LLC transactions in Evergy, Inc. stock. As of the latest transaction made, Dynamic Advisor Solutions LLC holds 22,670 shares of EVRG stock, worth $1.54 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares

22,670

Previous 19,455 16.53%

Holding current value

$1.54 Million

Previous $1.2 Million 30.58%

% of portfolio

0.05%

Previous 0.05%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 16, 2025	BUY	$59.9 - $69.52 $192,578 - $223,506	3,215 Added 16.53%	22,670 $1.56 Million
Q4 2024 Jan 21, 2025	SELL	$59.06 - $65.0 $238,602 - $262,600	-4,040 Reduced 17.2%	19,455 $1.2 Million
Q3 2024 Oct 07, 2024	SELL	$52.46 - $62.01 $4,406 - $5,208	-84 Reduced 0.36%	23,495 $1.46 Million
Q2 2024 Jul 15, 2024	SELL	$49.56 - $55.74 $446 - $501	-9 Reduced 0.04%	23,579 $1.25 Million
Q1 2024 Apr 12, 2024	SELL	$48.62 - $54.21 $10,599 - $11,817	-218 Reduced 0.92%	23,588 $1.26 Million
Q4 2023 Jan 10, 2024	BUY	$48.05 - $53.37 $440,618 - $489,402	9,170 Added 62.65%	23,806 $1.24 Million
Q3 2023 Oct 10, 2023	BUY	$50.42 - $61.56 $119,848 - $146,328	2,377 Added 19.39%	14,636 $742,000
Q2 2023 Aug 03, 2023	SELL	$57.02 - $63.68 $40,940 - $45,722	-718 Reduced 5.53%	12,259 $716,000
Q1 2023 Apr 10, 2023	BUY	$57.15 - $64.96 $25,488 - $28,972	446 Added 3.56%	12,977 $793,000
Q4 2022 Jan 12, 2023	BUY	$56.27 - $63.52 $41,470 - $46,814	737 Added 6.25%	12,531 $0
Q3 2022 Oct 20, 2022	BUY	$59.4 - $71.43 $23,819 - $28,643	401 Added 3.52%	11,794 $701,000
Q2 2022 Jul 27, 2022	BUY	$60.14 - $72.62 $39,091 - $47,203	650 Added 6.05%	11,393 $743,000
Q1 2022 Apr 11, 2022	SELL	$60.2 - $68.34 $1,444 - $1,640	-24 Reduced 0.22%	10,743 $734,000
Q4 2021 Jan 26, 2022	SELL	$61.8 - $68.61 $1,483 - $1,646	-24 Reduced 0.22%	10,767 $739,000
Q3 2021 Oct 28, 2021	BUY	$61.39 - $69.26 $237,026 - $267,412	3,861 Added 55.71%	10,791 $671,000
Q2 2021 Aug 10, 2021	BUY	$59.93 - $64.81 $30,024 - $32,469	501 Added 7.79%	6,930 $419,000
Q1 2021 Apr 27, 2021	BUY	$52.41 - $60.16 $62,996 - $72,312	1,202 Added 23.0%	6,429 $383,000
Q4 2020 Feb 03, 2021	BUY	$50.82 - $58.59 $265,636 - $306,249	5,227 New	5,227 $290,000

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 $15.6B
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 Dynamic Advisor Solutions LLC, based on Form 13F filings with the SEC.

News

Stay updated on Dynamic Advisor Solutions LLC with notifications on news.

Account

Dynamic Advisor Solutions LLC Evergy, Inc. Transaction History