Meritage Portfolio Management Evergy, Inc. Transaction History

Meritage Portfolio Management

$1.56 Billion
Q4 2024

A detailed history of Meritage Portfolio Management transactions in Evergy, Inc. stock. As of the latest transaction made, Meritage Portfolio Management holds 75,435 shares of EVRG stock, worth $4.84 Million. This represents 0.3% of its overall portfolio holdings.

Number of Shares

75,435

Previous 80,281 6.04%

Holding current value

$4.84 Million

Previous $4.98 Million 6.73%

% of portfolio

0.3%

Previous 0.3%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 27, 2025	SELL	$59.06 - $65.0 $286,204 - $314,990	-4,846 Reduced 6.04%	75,435 $4.64 Million
Q3 2024 Nov 04, 2024	SELL	$52.46 - $62.01 $191,216 - $226,026	-3,645 Reduced 4.34%	80,281 $4.98 Million
Q2 2024 Aug 08, 2024	SELL	$49.56 - $55.74 $92,578 - $104,122	-1,868 Reduced 2.18%	83,926 $4.45 Million
Q1 2024 Apr 29, 2024	SELL	$48.62 - $54.21 $245,531 - $273,760	-5,050 Reduced 5.56%	85,794 $4.58 Million
Q4 2023 Feb 02, 2024	BUY	$48.05 - $53.37 $2.17 Million - $2.41 Million	45,232 Added 99.17%	90,844 $4.74 Million
Q3 2023 Oct 30, 2023	SELL	$50.42 - $61.56 $1.66 Million - $2.03 Million	-33,006 Reduced 41.98%	45,612 $2.31 Million
Q2 2023 Jul 31, 2023	BUY	$57.02 - $63.68 $2.46 Million - $2.75 Million	43,212 Added 122.05%	78,618 $4.59 Million
Q1 2023 Apr 25, 2023	BUY	$57.15 - $64.96 $47,720 - $54,241	835 Added 2.42%	35,406 $2.16 Million
Q4 2022 Feb 01, 2023	SELL	$56.27 - $63.52 $1.4 Million - $1.58 Million	-24,829 Reduced 41.8%	34,571 $2.18 Million
Q3 2022 Oct 25, 2022	BUY	$59.4 - $71.43 $189,010 - $227,290	3,182 Added 5.66%	59,400 $3.53 Million
Q2 2022 Jul 25, 2022	BUY	$60.14 - $72.62 $1.71 Million - $2.07 Million	28,474 Added 102.63%	56,218 $3.67 Million
Q1 2022 Apr 25, 2022	BUY	$60.2 - $68.34 $25,344 - $28,771	421 Added 1.54%	27,744 $1.9 Million
Q4 2021 Jan 28, 2022	SELL	$61.8 - $68.61 $118,038 - $131,045	-1,910 Reduced 6.53%	27,323 $1.88 Million
Q3 2021 Oct 26, 2021	SELL	$61.39 - $69.26 $1.46 Million - $1.64 Million	-23,728 Reduced 44.8%	29,233 $1.82 Million
Q2 2021 Jul 26, 2021	BUY	$59.93 - $64.81 $19,177 - $20,739	320 Added 0.61%	52,961 $3.2 Million
Q1 2021 Apr 27, 2021	SELL	$52.41 - $60.16 $221,799 - $254,597	-4,232 Reduced 7.44%	52,641 $3.13 Million
Q4 2020 Feb 03, 2021	BUY	$50.82 - $58.59 $777,698 - $896,602	15,303 Added 36.81%	56,873 $3.16 Million
Q3 2020 Oct 26, 2020	BUY	$49.12 - $64.83 $2.04 Million - $2.69 Million	41,570 New	41,570 $2.11 Million

Others Institutions Holding EVRG

# of Institutions

799

Shares Held

201M

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 $14.7B
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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Meritage Portfolio Management Evergy, Inc. Transaction History