Moneta Group Investment Advisors LLC Evergy, Inc. Transaction History

Moneta Group Investment Advisors LLC

$7.05 Billion
Q4 2024

A detailed history of Moneta Group Investment Advisors LLC transactions in Evergy, Inc. stock. As of the latest transaction made, Moneta Group Investment Advisors LLC holds 46,866 shares of EVRG stock, worth $3.16 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares

46,866

Previous 46,940 0.16%

Holding current value

$3.16 Million

Previous $2.91 Million 0.89%

% of portfolio

0.04%

Previous 0.03%

23 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 11, 2025	SELL	$59.06 - $65.0 $4,370 - $4,810	-74 Reduced 0.16%	46,866 $2.88 Million
Q3 2024 Nov 12, 2024	SELL	$52.46 - $62.01 $3.49 Million - $4.13 Million	-66,615 Reduced 58.66%	46,940 $2.91 Million
Q2 2024 Aug 13, 2024	SELL	$49.56 - $55.74 $107,793 - $121,234	-2,175 Reduced 1.88%	113,555 $6.02 Million
Q1 2024 Aug 13, 2024	BUY	$48.62 - $54.21 $107,255 - $119,587	2,206 Added 1.94%	115,730 $6.18 Million
Q4 2023 Feb 15, 2024	SELL	$48.05 - $53.37 $47,617 - $52,889	-991 Reduced 0.87%	113,524 $5.93 Million
Q3 2023 Nov 15, 2023	BUY	$50.42 - $61.56 $379,360 - $463,177	7,524 Added 7.03%	114,515 $5.81 Million
Q2 2023 Aug 15, 2023	BUY	$57.02 - $63.68 $471,213 - $526,251	8,264 Added 8.37%	106,991 $6.25 Million
Q1 2023 May 15, 2023	BUY	$57.15 - $64.96 $1.15 Million - $1.31 Million	20,091 Added 25.55%	98,727 $6.03 Million
Q4 2022 Feb 16, 2023	SELL	$56.27 - $63.52 $832,402 - $939,651	-14,793 Reduced 15.83%	78,636 $4.95 Million
Q4 2022 Feb 16, 2023	SELL	$56.27 - $63.52 $5.25 Billion - $5.93 Billion	-93,335,413 Reduced 99.9%	93,429 $5.88 Million
Q4 2022 Feb 15, 2023	BUY	$56.27 - $63.52 $5.25 Billion - $5.93 Billion	93,382,579 Added 201851.55%	93,428,842 $5.88 Billion
Q3 2022 Nov 14, 2022	SELL	$59.4 - $71.43 $180,576 - $217,147	-3,040 Reduced 6.17%	46,263 $2.75 Million
Q2 2022 Aug 15, 2022	BUY	$60.14 - $72.62 $303,045 - $365,932	5,039 Added 11.38%	49,303 $3.22 Million
Q1 2022 May 11, 2022	SELL	$60.2 - $68.34 $60 - $68	-1 Reduced -0.0%	44,264 $3.03 Million
Q4 2021 Feb 11, 2022	BUY	$61.8 - $68.61 $17,180 - $19,073	278 Added 0.63%	44,265 $3.04 Million
Q3 2021 Nov 12, 2021	BUY	$61.39 - $69.26 $29,589 - $33,383	482 Added 1.11%	43,987 $2.74 Million
Q2 2021 Aug 13, 2021	BUY	$59.93 - $64.81 $76,350 - $82,567	1,274 Added 3.02%	43,505 $2.63 Million
Q1 2021 May 14, 2021	BUY	$52.41 - $60.16 $209 - $240	4 Added 0.01%	42,231 $2.51 Million
Q4 2020 Feb 12, 2021	BUY	$50.82 - $58.59 $93,966 - $108,332	1,849 Added 4.58%	42,227 $2.34 Million
Q3 2020 Nov 13, 2020	BUY	$49.12 - $64.83 $1.98 Million - $2.62 Million	40,378 New	40,378 $2.05 Million
Q2 2019 Aug 13, 2019	SELL	$56.41 - $61.34 $21,379 - $23,247	-379 Closed	0 $0
Q1 2019 May 16, 2019	SELL	$54.84 - $59.87 $107,705 - $117,584	-1,964 Reduced 83.82%	379 $22,000
Q1 2019 May 15, 2019	BUY	$54.84 - $59.87 $128,490 - $140,275	2,343 New	2,343 $22,000

Others Institutions Holding EVRG

# of Institutions

846

Shares Held

203M

Call Options Held

172K

Put Options Held

184K

View Full List

About Evergy, Inc.

Ticker EVRG
Exchange NYSE
Sector Utilities
Industry Utilities—Regulated Electric
Shares Outstandng 229,522,000
Market Cap $15.5B
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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Moneta Group Investment Advisors LLC Evergy, Inc. Transaction History