A detailed history of Valeo Financial Advisors, LLC transactions in Evergy, Inc. stock. As of the latest transaction made, Valeo Financial Advisors, LLC holds 4,296 shares of EVRG stock, worth $266,094. This represents 0.01% of its overall portfolio holdings.

Number of Shares
4,296
Previous 4,198 2.33%
Holding current value
$266,094
Previous $224,000 1.34%
% of portfolio
0.01%
Previous 0.01%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 10, 2024

BUY
$49.56 - $55.74 $4,856 - $5,462
98 Added 2.33%
4,296 $227,000
Q1 2024

Apr 19, 2024

BUY
$48.62 - $54.21 $204,106 - $227,573
4,198 New
4,198 $224,000
Q3 2023

Oct 19, 2023

BUY
$50.42 - $61.56 $245,545 - $299,797
4,870 New
4,870 $246,000
Q2 2021

Jul 22, 2021

SELL
$59.93 - $64.81 $38,894 - $42,061
-649 Closed
0 $0
Q1 2021

Apr 12, 2021

BUY
$52.41 - $60.16 $1,624 - $1,864
31 Added 5.02%
649 $39,000
Q4 2020

Feb 11, 2021

SELL
$50.82 - $58.59 $3,100 - $3,573
-61 Reduced 8.98%
618 $34,000
Q3 2020

Oct 28, 2020

BUY
$49.12 - $64.83 $1,866 - $2,463
38 Added 5.93%
679 $35,000
Q2 2020

Jul 20, 2020

BUY
$51.75 - $65.1 $22,821 - $28,709
441 Added 220.5%
641 $38,000
Q2 2019

Jul 10, 2019

SELL
$56.41 - $61.34 $620 - $674
-11 Reduced 5.21%
200 $12,000
Q1 2019

Apr 12, 2019

SELL
$54.84 - $59.87 $2,577 - $2,813
-47 Reduced 18.22%
211 $12,000
Q3 2018

Nov 01, 2018

SELL
$54.23 - $58.95 $2,060 - $2,240
-38 Reduced 12.84%
258 $14,000
Q2 2018

Aug 14, 2018

BUY
$50.65 - $57.04 $14,992 - $16,883
296 New
296 $17,000

Others Institutions Holding EVRG

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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