A detailed history of Modern Wealth Management, LLC transactions in Evergy, Inc. stock. As of the latest transaction made, Modern Wealth Management, LLC holds 4,687 shares of EVRG stock, worth $280,235. This represents 0.02% of its overall portfolio holdings.

Number of Shares
4,687
Previous 4,721 0.72%
Holding current value
$280,235
Previous $262 Million 5.11%
% of portfolio
0.02%
Previous 0.02%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 07, 2024

SELL
$49.56 - $55.74 $1,685 - $1,895
-34 Reduced 0.72%
4,687 $248 Million
Q1 2024

May 13, 2024

BUY
$48.62 - $54.21 $18,718 - $20,870
385 Added 8.88%
4,721 $262 Million
Q4 2023

Feb 14, 2024

BUY
$48.05 - $53.37 $208,344 - $231,412
4,336 New
4,336 $226 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 $13.7B
  • 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...
More about EVRG
Track This Portfolio

Track Modern Wealth Management, LLC Portfolio

Follow Modern Wealth Management, 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 Modern Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Modern Wealth Management, LLC with notifications on news.