Jeppson Wealth Management, LLC Evergy, Inc. Transaction History

Jeppson Wealth Management, LLC

$273 Million
Q1 2025

A detailed history of Jeppson Wealth Management, LLC transactions in Evergy, Inc. stock. As of the latest transaction made, Jeppson Wealth Management, LLC holds 7,424 shares of EVRG stock, worth $515,671. This represents 0.19% of its overall portfolio holdings.

Number of Shares

7,424

Previous 7,574 1.98%

Holding current value

$515,671

Previous $466,000 9.66%

% of portfolio

0.19%

Previous 0.17%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 24, 2025	SELL	$59.9 - $69.52 $8,985 - $10,428	-150 Reduced 1.98%	7,424 $511,000
Q4 2024 Jan 22, 2025	SELL	$59.06 - $65.0 $11,812 - $13,000	-200 Reduced 2.57%	7,574 $466,000
Q3 2024 Nov 04, 2024	SELL	$52.46 - $62.01 $3,095 - $3,658	-59 Reduced 0.75%	7,774 $482,000
Q2 2024 Aug 05, 2024	SELL	$49.56 - $55.74 $1,833 - $2,062	-37 Reduced 0.47%	7,833 $414,000
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

# of Institutions

875

Shares Held

203M

Call Options Held

172K

Put Options Held

218K

View Full List

About Evergy, Inc.

Ticker EVRG
Exchange NYSE
Sector Utilities
Industry Utilities—Regulated Electric
Shares Outstandng 229,522,000
Market Cap $15.9B
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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Jeppson Wealth Management, LLC Evergy, Inc. Transaction History