V Wealth Advisors LLC Evergy, Inc. Transaction History

V Wealth Advisors LLC

$123 Million
Q3 2023

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2023 Aug 11, 2023	BUY	$57.02 - $63.68 $912 - $1,018	16 Added 0.03%	60,678 $3.54 Million
Q1 2023 May 02, 2023	SELL	$57.15 - $64.96 $43,605 - $49,564	-763 Reduced 1.24%	60,662 $3.71 Million
Q4 2022 Jan 20, 2023	SELL	$56.27 - $63.52 $278,874 - $314,805	-4,956 Reduced 7.47%	61,425 $0
Q3 2022 Nov 04, 2022	BUY	$59.4 - $71.43 $67,062 - $80,644	1,129 Added 1.73%	66,381 $3.94 Million
Q2 2022 Jul 27, 2022	BUY	$60.14 - $72.62 $280,913 - $339,208	4,671 Added 7.71%	65,252 $4.26 Million
Q1 2022 May 16, 2022	BUY	$60.2 - $68.34 $368,363 - $418,172	6,119 Added 11.24%	60,581 $4.14 Million
Q4 2021 Feb 17, 2022	BUY	$61.8 - $68.61 $102,340 - $113,618	1,656 Added 3.14%	54,462 $3.74 Million
Q3 2021 Oct 21, 2021	SELL	$61.39 - $69.26 $160,289 - $180,837	-2,611 Reduced 4.71%	52,806 $3.29 Million
Q2 2021 Jul 27, 2021	SELL	$59.93 - $64.81 $232,048 - $250,944	-3,872 Reduced 6.53%	55,417 $3.35 Million
Q1 2021 Apr 20, 2021	BUY	$52.41 - $60.16 $2.25 Million - $2.59 Million	43,015 Added 264.32%	59,289 $3.53 Million
Q4 2020 Jan 25, 2021	BUY	$50.82 - $58.59 $827,044 - $953,493	16,274 New	16,274 $903,000
Q3 2020 Oct 13, 2020	SELL	$49.12 - $64.83 $817,995 - $1.08 Million	-16,653 Closed	0 $0
Q2 2020 Jul 29, 2020	SELL	$51.75 - $65.1 $182,884 - $230,063	-3,534 Reduced 17.51%	16,653 $987,000
Q1 2020 May 12, 2020	BUY	$44.92 - $73.91 $100,530 - $165,410	2,238 Added 12.47%	20,187 $1.11 Million
Q3 2019 Nov 14, 2019	BUY	$60.16 - $67.31 $77,125 - $86,291	1,282 Added 7.69%	17,949 $1.19 Million
Q2 2019 Jul 29, 2019	BUY	$56.41 - $61.34 $295,814 - $321,666	5,244 Added 45.91%	16,667 $1 Million
Q1 2019 May 16, 2019	BUY	$54.84 - $59.87 $106,883 - $116,686	1,949 Added 20.57%	11,423 $654,000
Q4 2018 Jan 24, 2019	BUY	$54.89 - $60.77 $164 - $182	3 Added 0.03%	9,474 $535,000
Q3 2018 Oct 31, 2018	BUY	$54.23 - $58.95 $4,501 - $4,892	83 Added 0.88%	9,471 $519,000
Q2 2018 Jul 16, 2018	BUY	$50.65 - $57.04 $475,502 - $535,491	9,388 New	9,388 $518,000

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...

More about EVRG

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