Patriot Financial Group Insurance Agency, LLC Evergy, Inc. Transaction History

Patriot Financial Group Insurance Agency, LLC

$667 Million
Q2 2024

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2020 Oct 21, 2020	SELL	$49.12 - $64.83 $294 - $388	-6 Closed	0 $0
Q2 2020 Jul 10, 2020	SELL	$51.75 - $65.1 $414 - $520	-8 Reduced 57.14%	6 $0
Q2 2019 Aug 07, 2019	BUY	$56.41 - $61.34 $394 - $429	7 Added 100.0%	14 $1,000
Q1 2019 Apr 29, 2019	BUY	$54.84 - $59.87 $383 - $419	7 New	7 $0
Q4 2018 Feb 04, 2019	BUY	$54.89 - $60.77 $0 - $0	0 New	0 $0

Others Institutions Holding EVRG

# of Institutions

765

Shares Held

198M

Call Options Held

220K

Put Options Held

325K

Vanguard Group Inc Valley Forge, PA

30.3M
Shares

$1.88 Billion
0.03% of portfolio
State Street Corp Boston, MA

16.5M
Shares

$1.02 Billion
0.04% of portfolio
Black Rock Inc. New York, NY

16.4M
Shares

$1.02 Billion
0.02% of portfolio
Zimmer Partners, LP New York, NY

5.85M
Shares

$363 Million
5.98% of portfolio
Geode Capital Management, LLC Boston, MA

5.81M
Shares

$360 Million
0.03% of portfolio

View Full List

About Evergy, Inc.

Ticker EVRG
Exchange NYSE
Sector Utilities
Industry Utilities—Regulated Electric
Shares Outstandng 229,522,000
Market Cap $14.2B
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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