Kestra Advisory Services, LLC Evergy, Inc. Transaction History

Kestra Advisory Services, LLC

$19.6 Billion
Q1 2025

A detailed history of Kestra Advisory Services, LLC transactions in Evergy, Inc. stock. As of the latest transaction made, Kestra Advisory Services, LLC holds 12,079 shares of EVRG stock, worth $815,090. This represents 0.0% of its overall portfolio holdings.

Number of Shares

12,079

Previous 19,517 38.11%

Holding current value

$815,090

Previous $1.2 Million 30.72%

% of portfolio

0.0%

Previous 0.01%

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 14, 2025	SELL	$59.9 - $69.52 $445,536 - $517,089	-7,438 Reduced 38.11%	12,079 $832,000
Q4 2024 Feb 10, 2025	SELL	$59.06 - $65.0 $24,096 - $26,520	-408 Reduced 2.05%	19,517 $1.2 Million
Q3 2024 Nov 13, 2024	SELL	$52.46 - $62.01 $119,818 - $141,630	-2,284 Reduced 10.28%	19,925 $1.24 Million
Q2 2024 Aug 14, 2024	BUY	$49.56 - $55.74 $222,474 - $250,216	4,489 Added 25.33%	22,209 $1.18 Million
Q1 2024 May 15, 2024	BUY	$48.62 - $54.21 $6,904 - $7,697	142 Added 0.81%	17,720 $945,000
Q4 2023 Feb 14, 2024	BUY	$48.05 - $53.37 $115,992 - $128,835	2,414 Added 15.92%	17,578 $917,000
Q3 2023 Nov 09, 2023	BUY	$50.42 - $61.56 $81,176 - $99,111	1,610 Added 11.88%	15,164 $768,000
Q2 2023 Aug 11, 2023	BUY	$57.02 - $63.68 $130,233 - $145,445	2,284 Added 20.27%	13,554 $791,000
Q1 2023 May 12, 2023	SELL	$57.15 - $64.96 $307,467 - $349,484	-5,380 Reduced 32.31%	11,270 $688,000
Q4 2022 Jan 31, 2023	BUY	$56.27 - $63.52 $224,911 - $253,889	3,997 Added 31.59%	16,650 $1.05 Million
Q3 2022 Nov 01, 2022	BUY	$59.4 - $71.43 $270,923 - $325,792	4,561 Added 56.36%	12,653 $752 Million
Q2 2022 Aug 12, 2022	BUY	$60.14 - $72.62 $110,417 - $133,330	1,836 Added 29.35%	8,092 $528,000
Q1 2022 Apr 26, 2022	SELL	$60.2 - $68.34 $9,993 - $11,344	-166 Reduced 2.58%	6,256 $427,000
Q4 2021 Jan 20, 2022	BUY	$61.8 - $68.61 $48,574 - $53,927	786 Added 13.95%	6,422 $440,000
Q3 2021 Oct 19, 2021	BUY	$61.39 - $69.26 $15,408 - $17,384	251 Added 4.66%	5,636 $350,000
Q2 2021 Jul 28, 2021	BUY	$59.93 - $64.81 $13,723 - $14,841	229 Added 4.44%	5,385 $325,000
Q1 2021 May 10, 2021	SELL	$52.41 - $60.16 $67,923 - $77,967	-1,296 Reduced 20.09%	5,156 $306,000
Q4 2020 Jan 20, 2021	BUY	$50.82 - $58.59 $321,995 - $371,226	6,336 Added 5462.07%	6,452 $349 Million
Q3 2020 Nov 12, 2020	BUY	$49.12 - $64.83 $5,697 - $7,520	116 New	116 $395 Million

Others Institutions Holding EVRG

# of Institutions

906

Shares Held

202M

Call Options Held

709K

Put Options Held

154K

View Full List

About Evergy, Inc.

Ticker EVRG
Exchange NYSE
Sector Utilities
Industry Utilities—Regulated Electric
Shares Outstandng 229,522,000
Market Cap $15.5B
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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Kestra Advisory Services, LLC Evergy, Inc. Transaction History