Naples Global Advisors, LLC Evergy, Inc. Transaction History

Naples Global Advisors, LLC

$964 Million
Q1 2024

A detailed history of Naples Global Advisors, LLC transactions in Evergy, Inc. stock. As of the latest transaction made, Naples Global Advisors, LLC holds 7,238 shares of EVRG stock, worth $379,705. This represents 0.04% of its overall portfolio holdings.

Number of Shares

7,238

Previous 7,772 6.87%

Holding current value

$379,705

Previous $405,000 4.69%

% of portfolio

0.04%

Previous 0.05%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 29, 2024	SELL	$48.62 - $54.21 $25,963 - $28,948	-534 Reduced 6.87%	7,238 $386,000
Q4 2023 Jan 11, 2024	SELL	$48.05 - $53.37 $8,408 - $9,339	-175 Reduced 2.2%	7,772 $405,000
Q2 2023 Jul 17, 2023	SELL	$57.02 - $63.68 $10,947 - $12,226	-192 Reduced 2.36%	7,947 $464,000
Q1 2023 Apr 17, 2023	BUY	$57.15 - $64.96 $22,860 - $25,983	400 Added 5.17%	8,139 $497,000
Q4 2022 Jan 20, 2023	SELL	$56.27 - $63.52 $11,254 - $12,704	-200 Reduced 2.52%	7,739 $0

Q2 2022 Aug 11, 2022	SELL	$60.14 - $72.62 $4,510 - $5,446	-75 Reduced 0.94%	7,939 $518,000
Q1 2022 Apr 28, 2022	SELL	$60.2 - $68.34 $26,488 - $30,069	-440 Reduced 5.2%	8,014 $548,000
Q4 2021 Feb 04, 2022	SELL	$61.8 - $68.61 $15,450 - $17,152	-250 Reduced 2.87%	8,454 $580,000
Q3 2021 Oct 25, 2021	SELL	$61.39 - $69.26 $13,812 - $15,583	-225 Reduced 2.52%	8,704 $541,000
Q2 2021 Aug 06, 2021	SELL	$59.93 - $64.81 $74,972 - $81,077	-1,251 Reduced 12.29%	8,929 $540,000
Q1 2021 May 10, 2021	BUY	$52.41 - $60.16 $39,359 - $45,180	751 Added 7.96%	10,180 $606,000
Q3 2020 Oct 26, 2020	SELL	$49.12 - $64.83 $93,819 - $123,825	-1,910 Reduced 16.84%	9,429 $479,000
Q2 2020 Aug 04, 2020	SELL	$51.75 - $65.1 $20,700 - $26,039	-400 Reduced 3.41%	11,339 $672,000
Q1 2020 Apr 27, 2020	BUY	$44.92 - $73.91 $147,113 - $242,055	3,275 Added 38.69%	11,739 $646,000
Q4 2019 Feb 05, 2020	SELL	$62.14 - $66.28 $12,428 - $13,256	-200 Reduced 2.31%	8,464 $551,000
Q3 2019 Oct 28, 2019	SELL	$60.16 - $67.31 $54,144 - $60,579	-900 Reduced 9.41%	8,664 $577,000
Q1 2019 Apr 29, 2019	SELL	$54.84 - $59.87 $38,388 - $41,909	-700 Reduced 6.82%	9,564 $555,000
Q4 2018 Feb 01, 2019	SELL	$54.89 - $60.77 $10,978 - $12,154	-200 Reduced 1.91%	10,264 $584,000
Q3 2018 Nov 13, 2018	SELL	$54.23 - $58.95 $26,518 - $28,826	-489 Reduced 4.46%	10,464 $575,000
Q2 2018 Jul 23, 2018	BUY	$50.65 - $57.04 $554,769 - $624,759	10,953 New	10,953 $615,000

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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Naples Global Advisors, LLC Evergy, Inc. Transaction History