Envestnet Asset Management Inc Evergy, Inc. Transaction History

Envestnet Asset Management Inc

$326 Billion
Q2 2025

A detailed history of Envestnet Asset Management Inc transactions in Evergy, Inc. stock. As of the latest transaction made, Envestnet Asset Management Inc holds 424,085 shares of EVRG stock, worth $32.9 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares

424,085

Previous 304,196 39.41%

Holding current value

$32.9 Million

Previous $21 Million 39.37%

% of portfolio

0.01%

Previous 0.01%

29 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 31, 2025	BUY	$64.06 - $69.64 $7.68 Million - $8.35 Million	119,889 Added 39.41%	424,085 $29.2 Million
Q1 2025 Apr 29, 2025	SELL	$59.9 - $69.52 $1.61 Million - $1.87 Million	-26,890 Reduced 8.12%	304,196 $21 Million
Q4 2024 Feb 12, 2025	BUY	$59.06 - $65.0 $561,896 - $618,410	9,514 Added 2.96%	331,086 $20.4 Million
Q3 2024 Nov 06, 2024	BUY	$52.46 - $62.01 $722,636 - $854,187	13,775 Added 4.48%	321,572 $19.9 Million
Q2 2024 Aug 08, 2024	BUY	$49.56 - $55.74 $1.78 Million - $2 Million	35,940 Added 13.22%	307,797 $16.3 Million
Q1 2024 May 13, 2024	SELL	$48.62 - $54.21 $16.2 Million - $18 Million	-332,445 Reduced 55.01%	271,857 $14.5 Million
Q4 2023 Feb 13, 2024	SELL	$48.05 - $53.37 $2.73 Million - $3.03 Million	-56,787 Reduced 8.59%	604,302 $31.5 Million
Q3 2023 Nov 13, 2023	BUY	$50.42 - $61.56 $4.8 Million - $5.86 Million	95,129 Added 16.81%	661,089 $33.5 Million
Q2 2023 Aug 04, 2023	SELL	$57.02 - $63.68 $2.33 Million - $2.61 Million	-40,911 Reduced 6.74%	565,960 $33.1 Million
Q1 2023 May 11, 2023	BUY	$57.15 - $64.96 $4.4 Million - $5.01 Million	77,062 Added 14.55%	606,871 $37.1 Million
Q4 2022 Feb 07, 2023	SELL	$56.27 - $63.52 $293,616 - $331,447	-5,218 Reduced 0.98%	529,809 $33.4 Million
Q3 2022 Nov 10, 2022	BUY	$59.4 - $71.43 $2.49 Million - $2.99 Million	41,882 Added 8.49%	535,027 $31.8 Million
Q2 2022 Aug 03, 2022	BUY	$60.14 - $72.62 $4.78 Million - $5.77 Million	79,470 Added 19.21%	493,145 $32.2 Million
Q1 2022 May 04, 2022	BUY	$60.2 - $68.34 $1.76 Million - $2 Million	29,231 Added 7.6%	413,675 $28.3 Million
Q4 2021 Feb 04, 2022	BUY	$61.8 - $68.61 $18.6 Million - $20.6 Million	300,878 Added 360.05%	384,444 $26.4 Million
Q3 2021 Oct 07, 2021	BUY	$61.39 - $69.26 $903,231 - $1.02 Million	14,713 Added 21.37%	83,566 $5.2 Million
Q2 2021 Aug 04, 2021	BUY	$59.93 - $64.81 $90,494 - $97,863	1,510 Added 2.24%	68,853 $4.16 Million
Q1 2021 May 04, 2021	BUY	$52.41 - $60.16 $31,288 - $35,915	597 Added 0.89%	67,343 $4.01 Million
Q4 2020 Feb 02, 2021	BUY	$50.82 - $58.59 $493,919 - $569,436	9,719 Added 17.04%	66,746 $3.71 Million
Q3 2020 Oct 09, 2020	BUY	$49.12 - $64.83 $2.16 Million - $2.86 Million	44,074 Added 340.26%	57,027 $2.9 Million
Q2 2020 Jul 08, 2020	BUY	$51.75 - $65.1 $138,483 - $174,207	2,676 Added 26.04%	12,953 $768,000
Q1 2020 Apr 23, 2020	SELL	$44.92 - $73.91 $356,035 - $585,810	-7,926 Reduced 43.54%	10,277 $566,000
Q4 2019 Feb 11, 2020	SELL	$62.14 - $66.28 $1.05 Million - $1.12 Million	-16,884 Reduced 48.12%	18,203 $1.19 Million
Q3 2019 Oct 17, 2019	BUY	$60.16 - $67.31 $172,599 - $193,112	2,869 Added 8.9%	35,087 $2.34 Million
Q2 2019 Aug 02, 2019	BUY	$56.41 - $61.34 $177,973 - $193,527	3,155 Added 10.86%	32,218 $1.94 Million
Q1 2019 May 10, 2019	SELL	$54.84 - $59.87 $918,624 - $1 Million	-16,751 Reduced 36.56%	29,063 $1.69 Million
Q4 2018 Feb 13, 2019	BUY	$54.89 - $60.77 $2.51 Million - $2.78 Million	45,814 New	45,814 $2.6 Million
Q3 2018 Nov 14, 2018	SELL	$54.23 - $58.95 $48,047 - $52,229	-886 Closed	0 $0
Q2 2018 Aug 10, 2018	BUY	$50.65 - $57.04 $44,875 - $50,537	886 New	886 $50,000

Others Institutions Holding EVRG

# of Institutions

913

Shares Held

203M

Call Options Held

118K

Put Options Held

67.9K

View Full List

About Evergy, Inc.

Ticker EVRG
Exchange NYSE
Sector Utilities
Industry Utilities—Regulated Electric
Shares Outstandng 229,522,000
Market Cap $17.8B
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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Envestnet Asset Management Inc Evergy, Inc. Transaction History