Sea Crest Wealth Management, LLC Evergy, Inc. Transaction History

Sea Crest Wealth Management, LLC

$902 Million
Q3 2024

A detailed history of Sea Crest Wealth Management, LLC transactions in Evergy, Inc. stock. As of the latest transaction made, Sea Crest Wealth Management, LLC holds 14,625 shares of EVRG stock, worth $899,437. This represents 0.1% of its overall portfolio holdings.

Number of Shares

14,625

Previous 16,625 12.03%

Holding current value

$899,437

Previous $880,000 2.95%

% of portfolio

0.1%

Previous 0.1%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 16, 2024	SELL	$52.46 - $62.01 $104,920 - $124,020	-2,000 Reduced 12.03%	14,625 $906,000
Q2 2024 Jul 19, 2024	SELL	$49.56 - $55.74 $15,760 - $17,725	-318 Reduced 1.88%	16,625 $880,000
Q1 2024 Apr 18, 2024	BUY	$48.62 - $54.21 $51,634 - $57,571	1,062 Added 6.69%	16,943 $904,000
Q4 2023 Jan 18, 2024	BUY	$48.05 - $53.37 $336 - $373	7 Added 0.04%	15,881 $828,000
Q3 2023 Oct 12, 2023	BUY	$50.42 - $61.56 $50 - $61	1 Added 0.01%	15,874 $804,000
Q2 2023 Jul 14, 2023	BUY	$57.02 - $63.68 $456 - $509	8 Added 0.05%	15,873 $927,000
Q1 2023 May 11, 2023	BUY	$57.15 - $64.96 $628 - $714	11 Added 0.07%	15,865 $969,000
Q4 2022 Feb 14, 2023	SELL	$56.27 - $63.52 $225 - $254	-4 Reduced 0.03%	15,854 $998,000
Q3 2022 Nov 14, 2022	SELL	$59.4 - $71.43 $475 - $571	-8 Reduced 0.05%	15,858 $942,000
Q2 2022 Aug 09, 2022	SELL	$60.14 - $72.62 $123,948 - $149,669	-2,061 Reduced 11.5%	15,866 $1.04 Million
Q1 2022 May 16, 2022	SELL	$60.2 - $68.34 $1,565 - $1,776	-26 Reduced 0.14%	17,927 $1.23 Million
Q4 2021 Feb 11, 2022	BUY	$61.8 - $68.61 $4,820 - $5,351	78 Added 0.44%	17,953 $1.23 Million
Q2 2020 Jul 27, 2020	BUY	$51.75 - $65.1 $25,875 - $32,549	500 Added 2.88%	17,875 $1.06 Million
Q4 2018 Feb 13, 2019	BUY	$54.89 - $60.77 $4,665 - $5,165	85 Added 0.49%	17,375 $986,000
Q3 2018 Nov 14, 2018	BUY	$54.23 - $58.95 $936,823 - $1.02 Million	17,275 Added 115166.67%	17,290 $950,000
Q2 2018 Aug 03, 2018	BUY	$50.65 - $57.04 $759 - $855	15 New	15 $1,000

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...

More about EVRG

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Sea Crest Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Sea Crest Wealth Management, LLC with notifications on news.

Account

Sea Crest Wealth Management, LLC Evergy, Inc. Transaction History