Lido Advisors, LLC Evergy, Inc. Transaction History

Lido Advisors, LLC

$20.3 Billion
Q3 2024

A detailed history of Lido Advisors, LLC transactions in Evergy, Inc. stock. As of the latest transaction made, Lido Advisors, LLC holds 23,263 shares of EVRG stock, worth $1.46 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares

23,263

Previous 20,994 10.81%

Holding current value

$1.46 Million

Previous $1.11 Million 29.68%

% of portfolio

0.01%

Previous 0.01%

23 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 14, 2024	BUY	$52.46 - $62.01 $119,031 - $140,700	2,269 Added 10.81%	23,263 $1.44 Million
Q2 2024 Aug 14, 2024	SELL	$49.56 - $55.74 $595,166 - $669,381	-12,009 Reduced 36.39%	20,994 $1.11 Million
Q1 2024 May 15, 2024	BUY	$48.62 - $54.21 $1.28 Million - $1.43 Million	26,376 Added 398.01%	33,003 $1.76 Million
Q4 2023 Feb 14, 2024	BUY	$48.05 - $53.37 $21,142 - $23,482	440 Added 7.11%	6,627 $345,000
Q3 2023 Nov 14, 2023	SELL	$50.42 - $61.56 $35,193 - $42,968	-698 Reduced 10.14%	6,187 $313,000
Q2 2023 Aug 09, 2023	SELL	$57.02 - $63.68 $66,371 - $74,123	-1,164 Reduced 14.46%	6,885 $402,000
Q1 2023 May 15, 2023	BUY	$57.15 - $64.96 $168,706 - $191,761	2,952 Added 57.92%	8,049 $491,000
Q4 2022 Feb 14, 2023	BUY	$56.27 - $63.52 $30,723 - $34,681	546 Added 12.0%	5,097 $321,000
Q3 2022 Nov 14, 2022	BUY	$59.4 - $71.43 $17,463 - $21,000	294 Added 6.91%	4,551 $270,000
Q2 2022 Aug 15, 2022	BUY	$60.14 - $72.62 $4,029 - $4,865	67 Added 1.6%	4,257 $277,000
Q1 2022 May 17, 2022	SELL	$60.2 - $68.34 $1,986 - $2,255	-33 Reduced 0.78%	4,190 $286,000
Q4 2021 Feb 15, 2022	SELL	$61.8 - $68.61 $11,803 - $13,104	-191 Reduced 4.33%	4,223 $289,000
Q3 2021 Nov 12, 2021	BUY	$61.39 - $69.26 $21,425 - $24,171	349 Added 8.59%	4,414 $275,000
Q2 2021 Aug 12, 2021	BUY	$59.93 - $64.81 $3,296 - $3,564	55 Added 1.37%	4,065 $246,000
Q1 2021 May 13, 2021	SELL	$52.41 - $60.16 $5,031 - $5,775	-96 Reduced 2.34%	4,010 $239,000
Q4 2020 Feb 08, 2021	BUY	$50.82 - $58.59 $11,383 - $13,124	224 Added 5.77%	4,106 $227,000
Q1 2020 May 13, 2020	BUY	$44.92 - $73.91 $2,380 - $3,917	53 Added 1.38%	3,882 $214,000
Q4 2019 Feb 07, 2020	SELL	$62.14 - $66.28 $489,538 - $522,153	-7,878 Reduced 67.29%	3,829 $249,000
Q3 2019 Nov 12, 2019	BUY	$60.16 - $67.31 $42,232 - $47,251	702 Added 6.38%	11,707 $779,000
Q2 2019 Aug 14, 2019	BUY	$56.41 - $61.34 $56,410 - $61,340	1,000 Added 10.0%	11,005 $661,000
Q1 2019 May 10, 2019	BUY	$54.84 - $59.87 $30,545 - $33,347	557 Added 5.9%	10,005 $580,000
Q4 2018 Feb 14, 2019	BUY	$54.89 - $60.77 $309,469 - $342,621	5,638 Added 147.98%	9,448 $536,000
Q3 2018 Nov 14, 2018	BUY	$54.23 - $58.95 $206,616 - $224,599	3,810 New	3,810 $209,000

Others Institutions Holding EVRG

# of Institutions

779

Shares Held

202M

Call Options Held

239K

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 $14.4B
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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Lido Advisors, LLC Evergy, Inc. Transaction History