Steward Partners Investment Advisory, LLC Evergy, Inc. Transaction History

Steward Partners Investment Advisory, LLC

$10.6 Billion
Q3 2024

A detailed history of Steward Partners Investment Advisory, LLC transactions in Evergy, Inc. stock. As of the latest transaction made, Steward Partners Investment Advisory, LLC holds 3,683 shares of EVRG stock, worth $229,671. This represents 0.0% of its overall portfolio holdings.

Number of Shares

3,683

Previous 2,842 29.59%

Holding current value

$229,671

Previous $150,000 52.0%

% of portfolio

0.0%

Previous 0.0%

24 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 14, 2024	BUY	$52.46 - $62.01 $44,118 - $52,150	841 Added 29.59%	3,683 $228,000
Q2 2024 Aug 08, 2024	BUY	$49.56 - $55.74 $34,097 - $38,349	688 Added 31.94%	2,842 $150,000
Q1 2024 May 15, 2024	BUY	$48.62 - $54.21 $19,836 - $22,117	408 Added 23.37%	2,154 $114,000
Q4 2023 Feb 12, 2024	SELL	$48.05 - $53.37 $7,399 - $8,218	-154 Reduced 8.11%	1,746 $91,000
Q3 2023 Nov 13, 2023	SELL	$50.42 - $61.56 $491,796 - $600,456	-9,754 Reduced 83.7%	1,900 $96,000
Q2 2023 Aug 14, 2023	SELL	$57.02 - $63.68 $43,563 - $48,651	-764 Reduced 6.15%	11,654 $680,000
Q1 2023 May 15, 2023	BUY	$57.15 - $64.96 $61,550 - $69,961	1,077 Added 9.5%	12,418 $758,000
Q4 2022 Feb 15, 2023	BUY	$56.27 - $63.52 $46,028 - $51,959	818 Added 7.77%	11,341 $714,000
Q3 2022 Nov 10, 2022	SELL	$59.4 - $71.43 $7,365 - $8,857	-124 Reduced 1.16%	10,523 $625,000
Q2 2022 Aug 04, 2022	BUY	$60.14 - $72.62 $48,172 - $58,168	801 Added 8.14%	10,647 $695,000
Q1 2022 May 02, 2022	BUY	$60.2 - $68.34 $99,269 - $112,692	1,649 Added 20.12%	9,846 $673,000
Q4 2021 Feb 08, 2022	BUY	$61.8 - $68.61 $4,820 - $5,351	78 Added 0.96%	8,197 $562,000
Q3 2021 Nov 12, 2021	SELL	$61.39 - $69.26 $11,725 - $13,228	-191 Reduced 2.3%	8,119 $505,000
Q2 2021 Aug 13, 2021	BUY	$59.93 - $64.81 $96,127 - $103,955	1,604 Added 23.92%	8,310 $502,000
Q1 2021 May 14, 2021	BUY	$52.41 - $60.16 $133,488 - $153,227	2,547 Added 61.24%	6,706 $399,000
Q4 2020 Feb 11, 2021	BUY	$50.82 - $58.59 $82,531 - $95,150	1,624 Added 64.06%	4,159 $231,000
Q2 2020 Aug 06, 2020	SELL	$51.75 - $65.1 $56,925 - $71,610	-1,100 Reduced 30.26%	2,535 $150,000
Q1 2020 Apr 29, 2020	SELL	$44.92 - $73.91 $26,592 - $43,754	-592 Reduced 14.01%	3,635 $200,000
Q4 2019 Jan 17, 2020	BUY	$62.14 - $66.28 $33,431 - $35,658	538 Added 14.58%	4,227 $275,000
Q3 2019 Oct 30, 2019	BUY	$60.16 - $67.31 $120,320 - $134,620	2,000 Added 118.41%	3,689 $245,000
Q2 2019 Jul 25, 2019	BUY	$56.41 - $61.34 $95,276 - $103,603	1,689 New	1,689 $101,000
Q4 2018 Jan 15, 2019	SELL	$54.89 - $60.77 $99,241 - $109,872	-1,808 Closed	0 $0
Q3 2018 Oct 23, 2018	SELL	$54.23 - $58.95 $87,961 - $95,616	-1,622 Reduced 47.29%	1,808 $99,000
Q2 2018 Jul 20, 2018	BUY	$50.65 - $57.04 $173,729 - $195,647	3,430 New	3,430 $193,000

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 $14.3B
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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Steward Partners Investment Advisory, LLC Evergy, Inc. Transaction History