A detailed history of Integrated Wealth Concepts LLC transactions in Evergy, Inc. stock. As of the latest transaction made, Integrated Wealth Concepts LLC holds 5,814 shares of EVRG stock, worth $306,455. This represents 0.0% of its overall portfolio holdings.

Number of Shares
5,814
Previous 6,059 4.04%
Holding current value
$306,455
Previous $316,000 1.9%
% of portfolio
0.0%
Previous 0.01%

Shares

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

May 15, 2024

SELL
$48.62 - $54.21 $11,911 - $13,281
-245 Reduced 4.04%
5,814 $310,000
Q4 2023

Feb 13, 2024

SELL
$48.05 - $53.37 $88,315 - $98,094
-1,838 Reduced 23.27%
6,059 $316,000
Q3 2023

Nov 15, 2023

SELL
$50.42 - $61.56 $24,806 - $30,287
-492 Reduced 5.86%
7,897 $400,000
Q2 2023

Aug 15, 2023

BUY
$57.02 - $63.68 $178,016 - $198,808
3,122 Added 59.27%
8,389 $490,000
Q1 2023

May 03, 2023

BUY
$57.15 - $64.96 $301,009 - $342,144
5,267 New
5,267 $322,000

Others Institutions Holding EVRG

About Evergy, Inc.


  • Ticker EVRG
  • Exchange NYSE
  • Sector Utilities
  • Industry Utilities—Regulated Electric
  • Shares Outstandng 229,522,000
  • Market Cap $12.1B
  • 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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