Mattern Wealth Management LLC Evergy, Inc. Transaction History

Mattern Wealth Management LLC

$399 Million
Q1 2024

A detailed history of Mattern Wealth Management LLC transactions in Evergy, Inc. stock. As of the latest transaction made, Mattern Wealth Management LLC holds 9,726 shares of EVRG stock, worth $510,225. This represents 0.13% of its overall portfolio holdings.

Number of Shares

9,726

Previous 9,710 0.16%

Holding current value

$510,225

Previous $506,000 2.57%

% of portfolio

0.13%

Previous 0.13%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 13, 2024	BUY	$48.62 - $54.21 $777 - $867	16 Added 0.16%	9,726 $519,000
Q4 2023 Feb 12, 2024	SELL	$48.05 - $53.37 $23,208 - $25,777	-483 Reduced 4.74%	9,710 $506,000
Q3 2023 Nov 01, 2023	BUY	$50.42 - $61.56 $655 - $800	13 Added 0.13%	10,193 $516,000
Q2 2023 Jul 26, 2023	BUY	$57.02 - $63.68 $627 - $700	11 Added 0.11%	10,180 $594,000
Q1 2023 May 05, 2023	SELL	$57.15 - $64.96 $27,946 - $31,765	-489 Reduced 4.59%	10,169 $621,000

Q4 2022 Feb 06, 2023	BUY	$56.27 - $63.52 $562 - $635	10 Added 0.09%	10,658 $671,000
Q3 2022 Nov 01, 2022	BUY	$59.4 - $71.43 $534 - $642	9 Added 0.08%	10,648 $632,000
Q2 2022 Jul 25, 2022	BUY	$60.14 - $72.62 $601 - $726	10 Added 0.09%	10,639 $694,000
Q1 2022 Apr 14, 2022	BUY	$60.2 - $68.34 $602 - $683	10 Added 0.09%	10,629 $726,000
Q4 2021 Jan 27, 2022	BUY	$61.8 - $68.61 $556 - $617	9 Added 0.08%	10,619 $729,000
Q3 2021 Oct 13, 2021	BUY	$61.39 - $69.26 $491 - $554	8 Added 0.08%	10,610 $660,000
Q2 2021 Jul 27, 2021	BUY	$59.93 - $64.81 $32,721 - $35,386	546 Added 5.43%	10,602 $684,000
Q1 2021 May 13, 2021	BUY	$52.41 - $60.16 $471 - $541	9 Added 0.09%	10,056 $599,000
Q4 2020 Feb 12, 2021	BUY	$50.82 - $58.59 $508 - $585	10 Added 0.1%	10,047 $558,000
Q3 2020 Nov 12, 2020	SELL	$49.12 - $64.83 $13,360 - $17,633	-272 Reduced 2.64%	10,037 $510,000
Q2 2020 Jul 29, 2020	SELL	$51.75 - $65.1 $15,369 - $19,334	-297 Reduced 2.8%	10,309 $611,000
Q1 2020 May 13, 2020	BUY	$44.92 - $73.91 $74,567 - $122,690	1,660 Added 18.56%	10,606 $584,000
Q4 2019 Feb 12, 2020	BUY	$62.14 - $66.28 $555,904 - $592,940	8,946 New	8,946 $582,000

Others Institutions Holding EVRG

# of Institutions

744

Shares Held

195M

Call Options Held

223K

Put Options Held

991K

View Full List

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...

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Mattern Wealth Management LLC Evergy, Inc. Transaction History