Lpl Financial LLC Evergy, Inc. Transaction History

Lpl Financial LLC

$218 Billion
Q3 2024

A detailed history of Lpl Financial LLC transactions in Evergy, Inc. stock. As of the latest transaction made, Lpl Financial LLC holds 176,438 shares of EVRG stock, worth $10.9 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares

176,438

Previous 129,348 36.41%

Holding current value

$10.9 Million

Previous $6.85 Million 59.68%

% of portfolio

0.01%

Previous 0.0%

26 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 08, 2024	BUY	$52.46 - $62.01 $2.47 Million - $2.92 Million	47,090 Added 36.41%	176,438 $10.9 Million
Q2 2024 Aug 07, 2024	BUY	$49.56 - $55.74 $667,821 - $751,096	13,475 Added 11.63%	129,348 $6.85 Million
Q1 2024 May 10, 2024	BUY	$48.62 - $54.21 $274,314 - $305,852	5,642 Added 5.12%	115,873 $6.19 Million
Q4 2023 Feb 14, 2024	BUY	$48.05 - $53.37 $1.55 Million - $1.72 Million	32,163 Added 41.2%	110,231 $5.75 Million
Q3 2023 Nov 13, 2023	BUY	$50.42 - $61.56 $568,535 - $694,150	11,276 Added 16.88%	78,068 $3.96 Million
Q2 2023 Jul 31, 2023	BUY	$57.02 - $63.68 $112,500 - $125,640	1,973 Added 3.04%	66,792 $3.9 Million
Q1 2023 May 10, 2023	SELL	$57.15 - $64.96 $3,371 - $3,832	-59 Reduced 0.09%	64,819 $3.96 Million
Q4 2022 Feb 07, 2023	BUY	$56.27 - $63.52 $218,383 - $246,521	3,881 Added 6.36%	64,878 $4.09 Million
Q3 2022 Nov 14, 2022	BUY	$59.4 - $71.43 $165,310 - $198,789	2,783 Added 4.78%	60,997 $3.62 Million
Q2 2022 Aug 12, 2022	SELL	$60.14 - $72.62 $868,181 - $1.05 Million	-14,436 Reduced 19.87%	58,214 $3.8 Million
Q1 2022 May 16, 2022	BUY	$60.2 - $68.34 $295,943 - $335,959	4,916 Added 7.26%	72,650 $4.97 Million
Q4 2021 Feb 14, 2022	BUY	$61.8 - $68.61 $176,500 - $195,950	2,856 Added 4.4%	67,734 $4.65 Million
Q3 2021 Nov 15, 2021	SELL	$61.39 - $69.26 $49,357 - $55,685	-804 Reduced 1.22%	64,878 $4.04 Million
Q2 2021 Aug 13, 2021	BUY	$59.93 - $64.81 $169,961 - $183,801	2,836 Added 4.51%	65,682 $3.97 Million
Q1 2021 May 14, 2021	SELL	$52.41 - $60.16 $245,960 - $282,330	-4,693 Reduced 6.95%	62,846 $3.74 Million
Q4 2020 Feb 12, 2021	BUY	$50.82 - $58.59 $958,465 - $1.11 Million	18,860 Added 38.74%	67,539 $3.75 Million
Q3 2020 Nov 09, 2020	BUY	$49.12 - $64.83 $295,800 - $390,406	6,022 Added 14.12%	48,679 $2.47 Million
Q2 2020 Aug 13, 2020	SELL	$51.75 - $65.1 $308,895 - $388,581	-5,969 Reduced 12.28%	42,657 $2.53 Million
Q1 2020 May 14, 2020	SELL	$44.92 - $73.91 $7,861 - $12,934	-175 Reduced 0.36%	48,626 $2.68 Million
Q4 2019 Feb 14, 2020	BUY	$62.14 - $66.28 $457,723 - $488,218	7,366 Added 17.78%	48,801 $3.18 Million
Q3 2019 Nov 13, 2019	BUY	$60.16 - $67.31 $68,522 - $76,666	1,139 Added 2.83%	41,435 $2.76 Million
Q2 2019 Aug 09, 2019	BUY	$56.41 - $61.34 $260,896 - $283,697	4,625 Added 12.97%	40,296 $2.42 Million
Q1 2019 May 08, 2019	SELL	$54.84 - $59.87 $263,177 - $287,316	-4,799 Reduced 11.86%	35,671 $2.07 Million
Q4 2018 Feb 07, 2019	BUY	$54.89 - $60.77 $72,180 - $79,912	1,315 Added 3.36%	40,470 $2.3 Million
Q3 2018 Nov 14, 2018	SELL	$54.23 - $58.95 $237,581 - $258,259	-4,381 Reduced 10.06%	39,155 $2.15 Million
Q2 2018 Aug 14, 2018	BUY	$50.65 - $57.04 $2.21 Million - $2.48 Million	43,536 New	43,536 $2.45 Million

Others Institutions Holding EVRG

# of Institutions

785

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 $14.1B
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

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Lpl Financial LLC, based on Form 13F filings with the SEC.

News

Stay updated on Lpl Financial LLC with notifications on news.

Account

Lpl Financial LLC Evergy, Inc. Transaction History