J.W. Cole Advisors, Inc. Evergy, Inc. Transaction History

J.W. Cole Advisors, Inc.

$2.33 Billion
Q3 2024

A detailed history of J.W. Cole Advisors, Inc. transactions in Evergy, Inc. stock. As of the latest transaction made, J.W. Cole Advisors, Inc. holds 15,806 shares of EVRG stock, worth $972,069. This represents 0.04% of its overall portfolio holdings.

Number of Shares

15,806

Previous 15,650 1.0%

Holding current value

$972,069

Previous $828,000 18.36%

% of portfolio

0.04%

Previous 0.04%

21 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 24, 2024	BUY	$52.46 - $62.01 $8,183 - $9,673	156 Added 1.0%	15,806 $980,000
Q2 2024 Aug 08, 2024	BUY	$49.56 - $55.74 $11,250 - $12,652	227 Added 1.47%	15,650 $828,000
Q1 2024 Apr 30, 2024	SELL	$48.62 - $54.21 $38,847 - $43,313	-799 Reduced 4.93%	15,423 $823,000
Q4 2023 Jan 31, 2024	BUY	$48.05 - $53.37 $23,880 - $26,524	497 Added 3.16%	16,222 $846,000
Q3 2023 Oct 24, 2023	BUY	$50.42 - $61.56 $6,252 - $7,633	124 Added 0.79%	15,725 $797,000
Q2 2023 Jul 27, 2023	BUY	$57.02 - $63.68 $8,610 - $9,615	151 Added 0.98%	15,601 $911,000
Q1 2023 May 03, 2023	BUY	$57.15 - $64.96 $85,153 - $96,790	1,490 Added 10.67%	15,450 $944,000
Q4 2022 Feb 14, 2023	BUY	$56.27 - $63.52 $12,829 - $14,482	228 Added 1.66%	13,960 $879,000
Q3 2022 Oct 31, 2022	SELL	$59.4 - $71.43 $66,765 - $80,287	-1,124 Reduced 7.57%	13,732 $816,000
Q2 2022 Jul 27, 2022	BUY	$60.14 - $72.62 $78,061 - $94,260	1,298 Added 9.57%	14,856 $969,000
Q1 2022 Jun 10, 2022	SELL	$60.2 - $68.34 $51.9 Million - $58.9 Million	-862,229 Reduced 98.45%	13,558 $927,000
Q1 2022 May 16, 2022	BUY	$60.2 - $68.34 $51.9 Million - $58.9 Million	862,079 Added 6288.88%	875,787 $64,000
Q4 2021 Jan 25, 2022	BUY	$61.8 - $68.61 $25,029 - $27,787	405 Added 3.04%	13,708 $940,000
Q3 2021 Oct 26, 2021	SELL	$61.39 - $69.26 $45,060 - $50,836	-734 Reduced 5.23%	13,303 $827,000
Q2 2021 Aug 06, 2021	SELL	$59.93 - $64.81 $110,271 - $119,250	-1,840 Reduced 11.59%	14,037 $848,000
Q1 2021 Apr 28, 2021	BUY	$52.41 - $60.16 $165,510 - $189,985	3,158 Added 24.83%	15,877 $945,000
Q4 2020 Feb 12, 2021	BUY	$50.82 - $58.59 $161,709 - $186,433	3,182 Added 33.36%	12,719 $706,000
Q3 2020 Nov 05, 2020	SELL	$49.12 - $64.83 $153,696 - $202,853	-3,129 Reduced 24.7%	9,537 $485,000
Q2 2020 Aug 07, 2020	BUY	$51.75 - $65.1 $45,177 - $56,832	873 Added 7.4%	12,666 $751,000
Q1 2020 May 07, 2020	SELL	$44.92 - $73.91 $36,250 - $59,645	-807 Reduced 6.4%	11,793 $649,000
Q4 2019 Jan 23, 2020	BUY	$62.14 - $66.28 $782,964 - $835,128	12,600 New	12,600 $820,000

Others Institutions Holding EVRG

# of Institutions

785

Shares Held

202M

Call Options Held

322K

Put Options Held

166K

View Full List

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...

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J.W. Cole Advisors, Inc. Evergy, Inc. Transaction History