A detailed history of Lpl Financial LLC transactions in Evergy, Inc. stock. As of the latest transaction made, Lpl Financial LLC holds 115,873 shares of EVRG stock, worth $6.08 Million. This represents 0.0% of its overall portfolio holdings.

Number of Shares
115,873
Previous 110,231 5.12%
Holding current value
$6.08 Million
Previous $5.75 Million 7.49%
% of portfolio
0.0%
Previous 0.0%

Shares

24 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About Evergy, Inc.


  • Ticker EVRG
  • Exchange NYSE
  • Sector Utilities
  • Industry Utilities—Regulated Electric
  • Shares Outstandng 229,522,000
  • Market Cap $12B
  • 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

Track Lpl Financial LLC Portfolio

Follow Lpl Financial LLC and customize your updates to receive the information that matters most to you.

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.