Raymond James Trust N.A. Evergy, Inc. Transaction History

Raymond James Trust N.A.

$4.1 Billion
Q1 2024

A detailed history of Raymond James Trust N.A. transactions in Evergy, Inc. stock. As of the latest transaction made, Raymond James Trust N.A. holds 5,988 shares of EVRG stock, worth $314,130. This represents 0.01% of its overall portfolio holdings.

Number of Shares

5,988

Previous 6,794 11.86%

Holding current value

$314,130

Previous $354,000 9.89%

% of portfolio

0.01%

Previous 0.01%

24 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 24, 2024	SELL	$48.62 - $54.21 $39,187 - $43,693	-806 Reduced 11.86%	5,988 $319,000
Q4 2023 Jan 10, 2024	BUY	$48.05 - $53.37 $4,805 - $5,337	100 Added 1.49%	6,794 $354,000
Q3 2023 Nov 14, 2023	SELL	$50.42 - $61.56 $19,764 - $24,131	-392 Reduced 5.53%	6,694 $339,000
Q2 2023 Aug 15, 2023	BUY	$57.02 - $63.68 $5,530 - $6,176	97 Added 1.39%	7,086 $414,000
Q1 2023 May 03, 2023	BUY	$57.15 - $64.96 $742 - $844	13 Added 0.19%	6,989 $427,000

Q4 2022 Feb 02, 2023	SELL	$56.27 - $63.52 $112 - $127	-2 Reduced 0.03%	6,976 $439,000
Q3 2022 Oct 31, 2022	SELL	$59.4 - $71.43 $24,948 - $30,000	-420 Reduced 5.68%	6,978 $415,000
Q2 2022 Jul 14, 2022	BUY	$60.14 - $72.62 $3,127 - $3,776	52 Added 0.71%	7,398 $482,000
Q1 2022 May 12, 2022	SELL	$60.2 - $68.34 $6,983 - $7,927	-116 Reduced 1.55%	7,346 $502,000
Q4 2021 Jan 31, 2022	BUY	$61.8 - $68.61 $93,812 - $104,149	1,518 Added 25.54%	7,462 $512,000
Q3 2021 Oct 18, 2021	SELL	$61.39 - $69.26 $46,103 - $52,014	-751 Reduced 11.22%	5,944 $370,000
Q2 2021 Jul 20, 2021	BUY	$59.93 - $64.81 $56,573 - $61,180	944 Added 16.41%	6,695 $405,000
Q1 2021 May 03, 2021	SELL	$52.41 - $60.16 $32,703 - $37,539	-624 Reduced 9.79%	5,751 $342,000
Q4 2020 Jan 13, 2021	SELL	$50.82 - $58.59 $54,224 - $62,515	-1,067 Reduced 14.34%	6,375 $354,000
Q3 2020 Oct 14, 2020	BUY	$49.12 - $64.83 $110,569 - $145,932	2,251 Added 43.36%	7,442 $378,000
Q2 2020 Jul 16, 2020	SELL	$51.75 - $65.1 $61,944 - $77,924	-1,197 Reduced 18.74%	5,191 $308,000
Q1 2020 Apr 17, 2020	SELL	$44.92 - $73.91 $1.12 Million - $1.84 Million	-24,907 Reduced 79.59%	6,388 $352,000
Q4 2019 Jan 14, 2020	SELL	$62.14 - $66.28 $5,592 - $5,965	-90 Reduced 0.29%	31,295 $2.04 Million
Q3 2019 Oct 24, 2019	BUY	$60.16 - $67.31 $34,592 - $38,703	575 Added 1.87%	31,385 $2.09 Million
Q2 2019 Jul 15, 2019	BUY	$56.41 - $61.34 $96,066 - $104,462	1,703 Added 5.85%	30,810 $1.85 Million
Q1 2019 Apr 15, 2019	BUY	$54.84 - $59.87 $20,565 - $22,451	375 Added 1.31%	29,107 $1.69 Million
Q4 2018 Jan 29, 2019	SELL	$54.89 - $60.77 $59,939 - $66,360	-1,092 Reduced 3.66%	28,732 $1.63 Million
Q3 2018 Oct 16, 2018	BUY	$54.23 - $58.95 $21,637 - $23,521	399 Added 1.36%	29,824 $1.64 Million
Q2 2018 Jul 11, 2018	BUY	$50.65 - $57.04 $1.49 Million - $1.68 Million	29,425 New	29,425 $1.65 Million

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...

More about EVRG

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Raymond James Trust N.A., based on Form 13F filings with the SEC.

News

Stay updated on Raymond James Trust N.A. with notifications on news.

Account

Raymond James Trust N.A. Evergy, Inc. Transaction History