A detailed history of Jeppson Wealth Management, LLC transactions in Evergy, Inc. stock. As of the latest transaction made, Jeppson Wealth Management, LLC holds 7,870 shares of EVRG stock, worth $412,860. This represents 0.16% of its overall portfolio holdings.

Number of Shares
7,870
Previous 8,108 2.94%
Holding current value
$412,860
Previous $423,000 0.71%
% of portfolio
0.16%
Previous 0.18%

Shares

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

Apr 17, 2024

SELL
$48.62 - $54.21 $11,571 - $12,901
-238 Reduced 2.94%
7,870 $420,000
Q4 2023

Jan 11, 2024

SELL
$48.05 - $53.37 $58,957 - $65,484
-1,227 Reduced 13.14%
8,108 $423,000
Q3 2023

Oct 25, 2023

BUY
$50.42 - $61.56 $134,117 - $163,749
2,660 Added 39.85%
9,335 $473,000
Q2 2023

Jul 31, 2023

SELL
$57.02 - $63.68 $741 - $827
-13 Reduced 0.19%
6,675 $389,000
Q1 2023

Apr 27, 2023

SELL
$57.15 - $64.96 $25,660 - $29,167
-449 Reduced 6.29%
6,688 $408,000
Q4 2022

Jan 27, 2023

SELL
$56.27 - $63.52 $20,144 - $22,740
-358 Reduced 4.78%
7,137 $0
Q3 2022

Oct 20, 2022

SELL
$59.4 - $71.43 $594 - $714
-10 Reduced 0.13%
7,495 $445,000
Q2 2022

Aug 03, 2022

BUY
$60.14 - $72.62 $3,007 - $3,631
50 Added 0.67%
7,505 $490,000
Q1 2022

Apr 27, 2022

BUY
$60.2 - $68.34 $1,204 - $1,366
20 Added 0.27%
7,455 $509,000
Q3 2021

Nov 17, 2021

BUY
$61.39 - $69.26 $9,208 - $10,389
150 Added 2.06%
7,435 $462,000
Q1 2021

May 19, 2021

SELL
$52.41 - $60.16 $7,704 - $8,843
-147 Reduced 1.98%
7,285 $433,000
Q4 2020

Mar 05, 2021

SELL
$50.82 - $58.59 $25,206 - $29,060
-496 Reduced 6.26%
7,432 $413,000
Q3 2020

Nov 19, 2020

BUY
$49.12 - $64.83 $389,423 - $513,972
7,928 New
7,928 $403,000

Others Institutions Holding EVRG

About Evergy, Inc.


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