A detailed history of Pathstone Family Office, LLC transactions in Evergy, Inc. stock. As of the latest transaction made, Pathstone Family Office, LLC holds 6,572 shares of EVRG stock, worth $397,606. This represents 0.0% of its overall portfolio holdings.

Number of Shares
6,572
Holding current value
$397,606
% of portfolio
0.0%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2023

Nov 08, 2023

BUY
$50.42 - $61.56 $331,360 - $404,572
6,572 New
6,572 $333,000
Q1 2023

May 15, 2023

SELL
$57.15 - $64.96 $30,289 - $34,428
-530 Reduced 13.24%
3,473 $212,000
Q4 2022

Feb 13, 2023

BUY
$56.27 - $63.52 $225,248 - $254,270
4,003 New
4,003 $252,000
Q1 2021

May 14, 2021

SELL
$52.41 - $60.16 $53,720 - $61,664
-1,025 Closed
0 $0
Q4 2020

Feb 16, 2021

BUY
$50.82 - $58.59 $17,583 - $20,272
346 Added 50.96%
1,025 $57,000
Q2 2020

Aug 14, 2020

SELL
$51.75 - $65.1 $35,138 - $44,202
-679 Closed
0 $0
Q1 2020

Jun 11, 2020

BUY
$44.92 - $73.91 $30,500 - $50,184
679 New
679 $37,000
Q1 2020

May 07, 2020

SELL
$44.92 - $73.91 $30,500 - $50,184
-679 Closed
0 $0
Q1 2019

May 14, 2019

BUY
$54.84 - $59.87 $37,236 - $40,651
679 New
679 $39,000

Others Institutions Holding EVRG

About Evergy, Inc.


  • Ticker EVRG
  • Exchange NYSE
  • Sector Utilities
  • Industry Utilities—Regulated Electric
  • Shares Outstandng 229,522,000
  • Market Cap $13.9B
  • 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
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