Ifp Advisors, Inc Evergy, Inc. Transaction History

Ifp Advisors, Inc

$2.05 Billion
Q4 2023

A detailed history of Ifp Advisors, Inc transactions in Evergy, Inc. stock. As of the latest transaction made, Ifp Advisors, Inc holds 9,545 shares of EVRG stock, worth $500,730. This represents 0.02% of its overall portfolio holdings.

Number of Shares

9,545

Previous 29,059 67.15%

Holding current value

$500,730

Previous $1.47 Million 66.19%

% of portfolio

0.02%

Previous 0.07%

25 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Jan 09, 2024	SELL	$48.05 - $53.37 $937,647 - $1.04 Million	-19,514 Reduced 67.15%	9,545 $498,000
Q3 2023 Oct 12, 2023	BUY	$50.42 - $61.56 $902,921 - $1.1 Million	17,908 Added 160.6%	29,059 $1.47 Million
Q2 2023 Aug 04, 2023	BUY	$57.02 - $63.68 $272,783 - $304,645	4,784 Added 75.14%	11,151 $651,000
Q1 2023 Apr 18, 2023	SELL	$57.15 - $64.96 $38,747 - $44,042	-678 Reduced 9.62%	6,367 $389,000
Q4 2022 Feb 07, 2023	BUY	$56.27 - $63.52 $44,340 - $50,053	788 Added 12.59%	7,045 $387,000

Q3 2022 Nov 08, 2022	SELL	$59.4 - $71.43 $25,126 - $30,214	-423 Reduced 6.33%	6,257 $346,000
Q2 2022 Sep 06, 2022	BUY	$60.14 - $72.62 $401,735 - $485,101	6,680 New	6,680 $369,000
Q2 2022 Aug 12, 2022	SELL	$60.14 - $72.62 $401,735 - $485,101	-6,680 Closed	0 $0
Q1 2022 Sep 06, 2022	BUY	$60.2 - $68.34 $19,203 - $21,800	319 Added 5.01%	6,680 $456,000
Q1 2022 Aug 08, 2022	BUY	$60.2 - $68.34 $41,056 - $46,607	682 Added 12.01%	6,361 $434,000
Q4 2021 Jan 12, 2022	BUY	$61.8 - $68.61 $14,028 - $15,574	227 Added 4.16%	5,679 $390,000
Q3 2021 Oct 06, 2021	BUY	$61.39 - $69.26 $1,473 - $1,662	24 Added 0.44%	5,452 $340,000
Q2 2021 Jul 13, 2021	SELL	$59.93 - $64.81 $18,338 - $19,831	-306 Reduced 5.34%	5,428 $328,000
Q1 2021 Apr 30, 2021	SELL	$52.41 - $60.16 $90,564 - $103,956	-1,728 Reduced 23.16%	5,734 $341,000
Q4 2020 Jan 25, 2021	SELL	$50.82 - $58.59 $102,097 - $117,707	-2,009 Reduced 21.21%	7,462 $413,000
Q3 2020 Oct 29, 2020	SELL	$49.12 - $64.83 $15,865 - $20,940	-323 Reduced 3.3%	9,471 $480,000
Q2 2020 Aug 05, 2020	SELL	$51.75 - $65.1 $6,365 - $8,007	-123 Reduced 1.24%	9,794 $578,000
Q1 2020 May 12, 2020	SELL	$44.92 - $73.91 $11,364 - $18,699	-253 Reduced 2.49%	9,917 $575,000
Q4 2019 Jan 17, 2020	SELL	$62.14 - $66.28 $121,110 - $129,179	-1,949 Reduced 16.08%	10,170 $653,000
Q3 2019 Nov 07, 2019	BUY	$60.16 - $67.31 $532,596 - $595,895	8,853 Added 271.07%	12,119 $809,000
Q1 2019 May 15, 2019	SELL	$54.84 - $59.87 $555,748 - $606,722	-10,134 Reduced 75.63%	3,266 $189,000
Q4 2018 Jan 23, 2019	SELL	$54.89 - $60.77 $75,748 - $83,862	-1,380 Reduced 9.34%	13,400 $760,000
Q3 2018 Oct 25, 2018	BUY	$54.23 - $58.95 $45,173 - $49,105	833 Added 5.97%	14,780 $0
Q2 2018 Aug 07, 2018	BUY	$50.65 - $57.04 $540,992 - $609,244	10,681 Added 327.04%	13,947 $0
Q1 2016 Jun 03, 2019	BUY	N/A	3,266	3,266 $189,000

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 Ifp Advisors, Inc, based on Form 13F filings with the SEC.

News

Stay updated on Ifp Advisors, Inc with notifications on news.

Account