Independent Advisor Alliance Evergy, Inc. Transaction History

Independent Advisor Alliance

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

744

195M

223K

991K

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...

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