A detailed history of Heritage Wealth Advisors transactions in Evergy, Inc. stock. As of the latest transaction made, Heritage Wealth Advisors holds 658 shares of EVRG stock, worth $40,467. This represents 0.0% of its overall portfolio holdings.

Number of Shares
658
Previous 658 -0.0%
Holding current value
$40,467
Previous $34,000 17.65%
% of portfolio
0.0%
Previous 0.0%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Dec 12, 2024

SELL
$48.62 - $54.21 $6,904 - $7,697
-142 Reduced 17.75%
658 $35,000
Q1 2024

May 08, 2024

SELL
$48.62 - $54.21 $9,772 - $10,896
-201 Reduced 23.4%
658 $35,000
Q4 2023

Feb 09, 2024

BUY
$48.05 - $53.37 $2,834 - $3,148
59 Added 7.38%
859 $44,000
Q2 2023

Dec 12, 2024

BUY
$57.02 - $63.68 $8,096 - $9,042
142 Added 21.58%
800 $46,000
Q3 2022

Dec 12, 2024

BUY
$59.4 - $71.43 $8,434 - $10,143
142 Added 21.58%
800 $47,000
Q2 2022

Aug 04, 2022

BUY
$60.14 - $72.62 $8,539 - $10,312
142 Added 21.58%
800 $52,000
Q3 2021

Nov 02, 2021

SELL
$61.39 - $69.26 $17,803 - $20,085
-290 Reduced 30.59%
658 $40,000
Q4 2020

Feb 01, 2021

SELL
$50.82 - $58.59 $9,859 - $11,366
-194 Reduced 16.99%
948 $53,000
Q2 2020

Jul 17, 2020

BUY
$51.75 - $65.1 $879 - $1,106
17 Added 1.51%
1,142 $67,000
Q2 2020

Jul 17, 2020

SELL
$51.75 - $65.1 $879 - $1,106
-17 Reduced 1.49%
1,125 $67,000
Q3 2019

Oct 30, 2019

SELL
$60.16 - $67.31 $14,197 - $15,885
-236 Reduced 17.13%
1,142 $76,000
Q1 2019

May 06, 2019

BUY
$54.84 - $59.87 $12,284 - $13,410
224 Added 19.41%
1,378 $0
Q3 2018

Nov 14, 2018

BUY
$54.23 - $58.95 $62,581 - $68,028
1,154 New
1,154 $63,000

Others Institutions Holding EVRG

About Evergy, Inc.


  • Ticker EVRG
  • Exchange NYSE
  • Sector Utilities
  • Industry Utilities—Regulated Electric
  • Shares Outstandng 229,522,000
  • Market Cap $14.1B
  • 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
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