Independent Advisor Alliance Evergy, Inc. Transaction History

Independent Advisor Alliance

$2.95 Billion
Q1 2025

A detailed history of Independent Advisor Alliance transactions in Evergy, Inc. stock. As of the latest transaction made, Independent Advisor Alliance holds 10,226 shares of EVRG stock, worth $713,774. This represents 0.02% of its overall portfolio holdings.

Number of Shares

10,226

Previous 10,509 2.69%

Holding current value

$713,774

Previous $646,000 9.13%

% of portfolio

0.02%

Previous 0.01%

21 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 12, 2025	SELL	$59.9 - $69.52 $16,951 - $19,674	-283 Reduced 2.69%	10,226 $705,000
Q4 2024 Feb 07, 2025	SELL	$59.06 - $65.0 $825,540 - $908,570	-13,978 Reduced 57.08%	10,509 $646,000
Q3 2024 Nov 12, 2024	BUY	$52.46 - $62.01 $75,752 - $89,542	1,444 Added 6.27%	24,487 $1.52 Million
Q2 2024 Aug 12, 2024	BUY	$49.56 - $55.74 $1.14 Million - $1.28 Million	23,043 New	23,043 $1.22 Million
Q1 2023 May 12, 2023	BUY	$57.15 - $64.96 $196,596 - $223,462	3,440 New	3,440 $210,000
Q2 2022 Aug 04, 2022	SELL	$60.14 - $72.62 $227,269 - $274,430	-3,779 Closed	0 $0
Q1 2022 May 06, 2022	BUY	$60.2 - $68.34 $60 - $68	1 Added 0.03%	3,779 $258,000
Q4 2021 Feb 11, 2022	SELL	$61.8 - $68.61 $13,905 - $15,437	-225 Reduced 5.62%	3,778 $259,000
Q3 2021 Nov 01, 2021	SELL	$61.39 - $69.26 $25,292 - $28,535	-412 Reduced 9.33%	4,003 $249,000
Q2 2021 Aug 12, 2021	BUY	$59.93 - $64.81 $9,828 - $10,628	164 Added 3.86%	4,415 $267,000
Q1 2021 May 14, 2021	BUY	$52.41 - $60.16 $4,874 - $5,594	93 Added 2.24%	4,251 $253,000
Q4 2020 Feb 11, 2021	SELL	$50.82 - $58.59 $23,428 - $27,009	-461 Reduced 9.98%	4,158 $231,000
Q3 2020 Nov 04, 2020	SELL	$49.12 - $64.83 $7,318 - $9,659	-149 Reduced 3.13%	4,619 $235,000
Q2 2020 Aug 06, 2020	SELL	$51.75 - $65.1 $11,333 - $14,256	-219 Reduced 4.39%	4,768 $283,000
Q1 2020 May 14, 2020	BUY	$44.92 - $73.91 $7,501 - $12,342	167 Added 3.46%	4,987 $275,000
Q3 2019 Nov 12, 2019	BUY	$60.16 - $67.31 $15,100 - $16,894	251 Added 5.49%	4,820 $321,000
Q2 2019 Aug 12, 2019	BUY	$56.41 - $61.34 $50,317 - $54,715	892 Added 24.26%	4,569 $275,000
Q1 2019 May 07, 2019	BUY	$54.84 - $59.87 $2,796 - $3,053	51 Added 1.41%	3,677 $213,000
Q4 2018 Feb 12, 2019	BUY	$54.89 - $60.77 $199,031 - $220,352	3,626 New	3,626 $206,000
Q3 2018 Nov 13, 2018	SELL	$54.23 - $58.95 $244,848 - $266,159	-4,515 Closed	0 $0
Q2 2018 Aug 08, 2018	BUY	$50.65 - $57.04 $228,684 - $257,535	4,515 New	4,515 $254,000

Others Institutions Holding EVRG

# of Institutions

919

Shares Held

202M

Call Options Held

709K

Put Options Held

154K

View Full List

About Evergy, Inc.

Ticker EVRG
Exchange NYSE
Sector Utilities
Industry Utilities—Regulated Electric
Shares Outstandng 229,522,000
Market Cap $16B
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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Independent Advisor Alliance Evergy, Inc. Transaction History