Orion Portfolio Solutions, LLC Evergy, Inc. Transaction History

Orion Portfolio Solutions, LLC

$9.43 Billion
Q3 2024

A detailed history of Orion Portfolio Solutions, LLC transactions in Evergy, Inc. stock. As of the latest transaction made, Orion Portfolio Solutions, LLC holds 42,205 shares of EVRG stock, worth $2.6 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares

42,205

Previous 43,056 1.98%

Holding current value

$2.6 Million

Previous $2.28 Million 14.78%

% of portfolio

0.03%

Previous 0.03%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 15, 2024	SELL	$52.46 - $62.01 $44,643 - $52,770	-851 Reduced 1.98%	42,205 $2.62 Million
Q2 2024 Aug 13, 2024	SELL	$49.56 - $55.74 $179,109 - $201,444	-3,614 Reduced 7.74%	43,056 $2.28 Million
Q1 2024 May 09, 2024	SELL	$48.62 - $54.21 $18,864 - $21,033	-388 Reduced 0.82%	46,670 $2.49 Million
Q4 2023 Feb 09, 2024	SELL	$48.05 - $53.37 $267,686 - $297,324	-5,571 Reduced 10.59%	47,058 $2.46 Million
Q3 2023 Nov 01, 2023	SELL	$50.42 - $61.56 $260,268 - $317,772	-5,162 Reduced 8.93%	52,629 $2.67 Million
Q2 2023 Aug 17, 2023	BUY	$57.02 - $63.68 $1.41 Million - $1.57 Million	24,699 Added 74.64%	57,791 $3.38 Million
Q2 2023 Aug 14, 2023	SELL	$57.02 - $63.68 $579,095 - $646,734	-10,156 Reduced 23.48%	33,092 $1.93 Million
Q1 2023 Aug 30, 2023	BUY	$57.15 - $64.96 $302,209 - $343,508	5,288 Added 9.15%	63,079 $3.86 Million
Q1 2023 May 15, 2023	BUY	$57.15 - $64.96 $1.86 Million - $2.11 Million	32,520 Added 303.13%	43,248 $2.64 Million
Q4 2022 Feb 08, 2023	BUY	$56.27 - $63.52 $150,916 - $170,360	2,682 Added 33.33%	10,728 $675,000
Q3 2022 Nov 09, 2022	BUY	$59.4 - $71.43 $477,932 - $574,725	8,046 New	8,046 $478,000
Q3 2020 Nov 13, 2020	SELL	$49.12 - $64.83 $33,057 - $43,630	-673 Closed	0 $0
Q2 2020 Aug 19, 2020	SELL	$51.75 - $65.1 $23,805 - $29,945	-460 Reduced 40.6%	673 $40,000
Q1 2020 May 15, 2020	BUY	$44.92 - $73.91 $42,674 - $70,214	950 Added 519.13%	1,133 $62,000
Q4 2019 Feb 14, 2020	BUY	$62.14 - $66.28 $11,371 - $12,129	183 New	183 $12,000

Others Institutions Holding EVRG

# of Institutions

785

Shares Held

202M

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 $14.1B
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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Orion Portfolio Solutions, LLC Evergy, Inc. Transaction History