Financial Gravity Asset Management, Inc. Evergy, Inc. Transaction History

Financial Gravity Asset Management, Inc.

$400 Billion
Q2 2024

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Jun 26, 2024	BUY	$48.62 - $54.21 $48 - $54	1 Added 1.19%	85 $4.55 Million
Q1 2024 May 13, 2024	SELL	$48.62 - $54.21 $12,009 - $13,389	-247 Reduced 55.76%	196 $10.5 Million
Q4 2023 Jun 26, 2024	SELL	$48.05 - $53.37 $5,381 - $5,977	-112 Reduced 57.14%	84 $4.51 Million
Q3 2023 Nov 15, 2023	BUY	$50.42 - $61.56 $19,411 - $23,700	385 Added 663.79%	443 $22,000
Q2 2023 Aug 08, 2023	SELL	$57.02 - $63.68 $171 - $191	-3 Reduced 4.92%	58 $12.9 Million
Q1 2023 May 12, 2023	SELL	$57.15 - $64.96 $114 - $129	-2 Reduced 3.17%	61 $6.13 Million
Q4 2022 Feb 15, 2023	SELL	$56.27 - $63.52 $52,893 - $59,708	-940 Reduced 93.72%	63 $6.19 Million
Q3 2022 Nov 03, 2022	SELL	$59.4 - $71.43 $13,780 - $16,571	-232 Reduced 18.79%	1,003 $4.83 Million
Q2 2022 Aug 05, 2022	BUY	$60.14 - $72.62 $70,183 - $84,747	1,167 Added 1716.18%	1,235 $5.45 Million
Q1 2022 May 13, 2022	BUY	$60.2 - $68.34 $4,093 - $4,647	68 New	68 $19,000
Q1 2021 May 17, 2021	SELL	$52.41 - $60.16 $209 - $240	-4 Closed	0 $0
Q4 2020 Feb 16, 2021	BUY	$50.82 - $58.59 $203 - $234	4 New	4 $0
Q2 2020 Aug 13, 2020	SELL	$51.75 - $65.1 $1,552 - $1,952	-30 Closed	0 $0
Q1 2020 May 12, 2020	SELL	$44.92 - $73.91 $3,144 - $5,173	-70 Reduced 70.0%	30 $1,000
Q4 2019 Feb 28, 2020	BUY	$62.14 - $66.28 $62 - $66	1 Added 1.01%	100 $65,000
Q3 2019 Oct 15, 2019	BUY	$60.16 - $67.31 $3,188 - $3,567	53 Added 115.22%	99 $7,000
Q2 2019 Jul 26, 2019	SELL	$56.41 - $61.34 $394 - $429	-7 Reduced 13.21%	46 $3,000
Q1 2019 Apr 19, 2019	SELL	$54.84 - $59.87 $4,551 - $4,969	-83 Reduced 61.03%	53 $3,000
Q2 2018 Aug 14, 2018	BUY	$50.65 - $57.04 $6,888 - $7,757	136 New	136 $8,000

Others Institutions Holding EVRG

# of Institutions

765

Shares Held

198M

Call Options Held

220K

Put Options Held

325K

Vanguard Group Inc Valley Forge, PA

30.3M
Shares

$1.88 Billion
0.03% of portfolio
State Street Corp Boston, MA

16.5M
Shares

$1.02 Billion
0.04% of portfolio
Black Rock Inc. New York, NY

16.4M
Shares

$1.02 Billion
0.02% of portfolio
Zimmer Partners, LP New York, NY

5.85M
Shares

$363 Million
5.98% of portfolio
Geode Capital Management, LLC Boston, MA

5.81M
Shares

$360 Million
0.03% of portfolio

View Full List

About Evergy, Inc.

Ticker EVRG
Exchange NYSE
Sector Utilities
Industry Utilities—Regulated Electric
Shares Outstandng 229,522,000
Market Cap $14.2B
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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