Edgemoor Investment Advisors, Inc. Evergy, Inc. Transaction History

Edgemoor Investment Advisors, Inc.

$1.1 Billion
Q4 2024

A detailed history of Edgemoor Investment Advisors, Inc. transactions in Evergy, Inc. stock. As of the latest transaction made, Edgemoor Investment Advisors, Inc. holds 78,075 shares of EVRG stock, worth $5.43 Million. This represents 0.44% of its overall portfolio holdings.

Number of Shares

78,075

Previous 66,182 17.97%

Holding current value

$5.43 Million

Previous $4.1 Million 17.11%

% of portfolio

0.44%

Previous 0.36%

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 10, 2025	BUY	$59.06 - $65.0 $702,400 - $773,045	11,893 Added 17.97%	78,075 $4.81 Million
Q3 2024 Nov 12, 2024	BUY	$52.46 - $62.01 $322,943 - $381,733	6,156 Added 10.26%	66,182 $4.1 Million
Q2 2024 Aug 07, 2024	SELL	$49.56 - $55.74 $71,862 - $80,823	-1,450 Reduced 2.36%	60,026 $3.18 Million
Q1 2024 May 09, 2024	BUY	$48.62 - $54.21 $126,412 - $140,946	2,600 Added 4.42%	61,476 $3.28 Million
Q4 2023 Feb 07, 2024	SELL	$48.05 - $53.37 $65,203 - $72,423	-1,357 Reduced 2.25%	58,876 $3.07 Million
Q2 2023 Aug 09, 2023	SELL	$57.02 - $63.68 $2,851 - $3,184	-50 Reduced 0.08%	60,233 $3.52 Million
Q1 2023 May 09, 2023	SELL	$57.15 - $64.96 $20,002 - $22,735	-350 Reduced 0.58%	60,283 $3.68 Million
Q4 2022 Feb 07, 2023	SELL	$56.27 - $63.52 $72,025 - $81,305	-1,280 Reduced 2.07%	60,633 $3.82 Million
Q2 2022 Aug 04, 2022	SELL	$60.14 - $72.62 $45,165 - $54,537	-751 Reduced 1.2%	61,913 $4.04 Million
Q4 2021 Feb 09, 2022	SELL	$61.8 - $68.61 $9,270 - $10,291	-150 Reduced 0.24%	62,664 $4.3 Million
Q3 2021 Nov 02, 2021	SELL	$61.39 - $69.26 $328,927 - $371,095	-5,358 Reduced 7.86%	62,814 $3.91 Million
Q4 2020 Feb 11, 2021	SELL	$50.82 - $58.59 $12,400 - $14,295	-244 Reduced 0.36%	68,172 $3.78 Million
Q2 2020 Aug 05, 2020	SELL	$51.75 - $65.1 $69,345 - $87,233	-1,340 Reduced 1.92%	68,416 $4.06 Million
Q1 2020 May 06, 2020	SELL	$44.92 - $73.91 $55,745 - $91,722	-1,241 Reduced 1.75%	69,756 $3.84 Million
Q4 2019 Feb 04, 2020	SELL	$62.14 - $66.28 $128,008 - $136,536	-2,060 Reduced 2.82%	70,997 $4.62 Million
Q3 2019 Nov 06, 2019	SELL	$60.16 - $67.31 $160,025 - $179,044	-2,660 Reduced 3.51%	73,057 $4.86 Million
Q2 2019 Aug 09, 2019	SELL	$56.41 - $61.34 $73,333 - $79,742	-1,300 Reduced 1.69%	75,717 $4.55 Million
Q4 2018 Jan 31, 2019	SELL	$54.89 - $60.77 $70,259 - $77,785	-1,280 Reduced 1.63%	77,017 $4.37 Million
Q3 2018 Oct 26, 2018	BUY	$54.23 - $58.95 $4.25 Million - $4.62 Million	78,297 New	78,297 $4.3 Million

Others Institutions Holding EVRG

# of Institutions

845

Shares Held

203M

Call Options Held

172K

Put Options Held

184K

View Full List

About Evergy, Inc.

Ticker EVRG
Exchange NYSE
Sector Utilities
Industry Utilities—Regulated Electric
Shares Outstandng 229,522,000
Market Cap $16B
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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Edgemoor Investment Advisors, Inc. Evergy, Inc. Transaction History