Kcm Investment Advisors LLC Evergy, Inc. Transaction History

Kcm Investment Advisors LLC

$2.91 Billion
Q3 2024

A detailed history of Kcm Investment Advisors LLC transactions in Evergy, Inc. stock. As of the latest transaction made, Kcm Investment Advisors LLC holds 5,736 shares of EVRG stock, worth $365,727. This represents 0.01% of its overall portfolio holdings.

Number of Shares

5,736

Previous 6,122 6.31%

Holding current value

$365,727

Previous $324,000 9.57%

% of portfolio

0.01%

Previous 0.01%

24 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 06, 2024	SELL	$52.46 - $62.01 $20,249 - $23,935	-386 Reduced 6.31%	5,736 $355,000
Q2 2024 Jul 29, 2024	SELL	$49.56 - $55.74 $16,354 - $18,394	-330 Reduced 5.11%	6,122 $324,000
Q1 2024 May 07, 2024	SELL	$48.62 - $54.21 $19,982 - $22,280	-411 Reduced 5.99%	6,452 $344,000
Q4 2023 Feb 13, 2024	SELL	$48.05 - $53.37 $5,141 - $5,710	-107 Reduced 1.54%	6,863 $358,000
Q3 2023 Nov 08, 2023	SELL	$50.42 - $61.56 $10,739 - $13,112	-213 Reduced 2.97%	6,970 $353,000
Q2 2023 Aug 09, 2023	SELL	$57.02 - $63.68 $24,632 - $27,509	-432 Reduced 5.67%	7,183 $419,000
Q1 2023 May 09, 2023	BUY	$57.15 - $64.96 $435,197 - $494,670	7,615 New	7,615 $465,000
Q4 2022 Jan 31, 2023	SELL	$56.27 - $63.52 $7,483 - $8,448	-133 Reduced 1.63%	8,002 $504,000
Q3 2022 Nov 10, 2022	BUY	$59.4 - $71.43 $28,333 - $34,072	477 Added 6.23%	8,135 $483,000
Q2 2022 Aug 15, 2022	SELL	$60.14 - $72.62 $8,118 - $9,803	-135 Reduced 1.73%	7,658 $500,000
Q1 2022 May 13, 2022	BUY	$60.2 - $68.34 $91,865 - $104,286	1,526 Added 24.35%	7,793 $533,000
Q4 2021 Feb 14, 2022	BUY	$61.8 - $68.61 $77,126 - $85,625	1,248 Added 24.87%	6,267 $430,000
Q3 2021 Nov 12, 2021	BUY	$61.39 - $69.26 $18,478 - $20,847	301 Added 6.38%	5,019 $312,000
Q2 2021 Aug 12, 2021	BUY	$59.93 - $64.81 $282,749 - $305,773	4,718 New	4,718 $285,000
Q3 2020 Nov 16, 2020	SELL	$49.12 - $64.83 $1.07 Million - $1.41 Million	-21,784 Closed	0 $0
Q2 2020 Aug 14, 2020	SELL	$51.75 - $65.1 $28,980 - $36,456	-560 Reduced 2.51%	21,784 $1.29 Million
Q1 2020 Apr 27, 2020	BUY	$44.92 - $73.91 $1 Million - $1.65 Million	22,344 New	22,344 $1.23 Million
Q4 2019 Feb 18, 2020	SELL	$62.14 - $66.28 $12,738 - $13,587	-205 Reduced 1.6%	12,628 $822,000
Q3 2019 Nov 15, 2019	BUY	$60.16 - $67.31 $3,308 - $3,702	55 Added 0.43%	12,833 $854,000
Q2 2019 Aug 14, 2019	SELL	$56.41 - $61.34 $10,153 - $11,041	-180 Reduced 1.39%	12,778 $769,000
Q1 2019 May 16, 2019	SELL	$54.84 - $59.87 $576,258 - $629,113	-10,508 Closed	0 $0
Q4 2018 Feb 12, 2019	BUY	$54.89 - $60.77 $103,357 - $114,429	1,883 Added 21.83%	10,508 $597,000
Q3 2018 Nov 07, 2018	SELL	$54.23 - $58.95 $51,301 - $55,766	-946 Reduced 9.88%	8,625 $0
Q2 2018 Aug 10, 2018	BUY	$50.65 - $57.04 $484,771 - $545,929	9,571 New	9,571 $537,000

Others Institutions Holding EVRG

# of Institutions

782

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 $14.6B
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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Kcm Investment Advisors LLC Evergy, Inc. Transaction History