Glassman Wealth Services Evergy, Inc. Transaction History

Glassman Wealth Services

$494 Million
Q1 2024

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Feb 09, 2024	BUY	$48.05 - $53.37 $11,291 - $12,541	235 Added 109.3%	450 $23,000
Q3 2023 Nov 13, 2023	BUY	$50.42 - $61.56 $3,226 - $3,939	64 Added 42.38%	215 $10,000
Q1 2023 May 04, 2023	SELL	$57.15 - $64.96 $57 - $64	-1 Reduced 0.66%	151 $9,000
Q4 2022 Feb 06, 2023	SELL	$56.27 - $63.52 $2,982 - $3,366	-53 Reduced 25.85%	152 $9,000
Q2 2022 Aug 04, 2022	BUY	$60.14 - $72.62 $4,149 - $5,010	69 Added 50.74%	205 $13,000

Q1 2022 Apr 14, 2022	SELL	$60.2 - $68.34 $1,444 - $1,640	-24 Reduced 15.0%	136 $9,000
Q4 2021 Feb 14, 2022	BUY	$61.8 - $68.61 $927 - $1,029	15 Added 10.34%	160 $11,000
Q3 2021 Nov 10, 2021	BUY	$61.39 - $69.26 $1,841 - $2,077	30 Added 26.09%	145 $9,000
Q2 2021 Aug 04, 2021	BUY	$59.93 - $64.81 $1,258 - $1,361	21 Added 22.34%	115 $7,000
Q1 2021 May 05, 2021	BUY	$52.41 - $60.16 $314 - $360	6 Added 6.82%	94 $6,000
Q4 2020 Feb 04, 2021	BUY	$50.82 - $58.59 $50 - $58	1 Added 1.15%	88 $5,000
Q3 2020 Nov 09, 2020	SELL	$49.12 - $64.83 $245 - $324	-5 Reduced 5.43%	87 $4,000
Q2 2020 Aug 06, 2020	SELL	$51.75 - $65.1 $362 - $455	-7 Reduced 7.07%	92 $5,000
Q1 2020 May 12, 2020	SELL	$44.92 - $73.91 $1,617 - $2,660	-36 Reduced 26.67%	99 $5,000
Q4 2019 Feb 07, 2020	SELL	$62.14 - $66.28 $2,050 - $2,187	-33 Reduced 19.64%	135 $9,000
Q3 2019 Nov 01, 2019	BUY	$60.16 - $67.31 $360 - $403	6 Added 3.7%	168 $11,000
Q2 2019 Aug 08, 2019	BUY	$56.41 - $61.34 $1,241 - $1,349	22 Added 15.71%	162 $10,000
Q1 2019 May 10, 2019	BUY	$54.84 - $59.87 $219 - $239	4 Added 2.94%	140 $8,000
Q2 2018 Aug 09, 2018	BUY	$50.65 - $57.04 $6,888 - $7,757	136 New	136 $8,000

Others Institutions Holding EVRG

# of Institutions

744

Shares Held

195M

Call Options Held

223K

Put Options Held

991K

View Full List

About Evergy, Inc.

Ticker EVRG
Exchange NYSE
Sector Utilities
Industry Utilities—Regulated Electric
Shares Outstandng 229,522,000
Market Cap $12B
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 Glassman Wealth Services, based on Form 13F filings with the SEC.

News

Stay updated on Glassman Wealth Services with notifications on news.

Account