A detailed history of Valley National Advisers Inc transactions in Evergy, Inc. stock. As of the latest transaction made, Valley National Advisers Inc holds 517 shares of EVRG stock, worth $27,121. This represents 0.0% of its overall portfolio holdings.

Number of Shares
517
Previous 439 17.77%
Holding current value
$27,121
Previous $22,000 22.73%
% of portfolio
0.0%
Previous 0.0%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 19, 2024

BUY
$48.62 - $54.21 $3,792 - $4,228
78 Added 17.77%
517 $27,000
Q4 2023

Jan 25, 2024

BUY
$48.05 - $53.37 $240 - $266
5 Added 1.15%
439 $22,000
Q3 2023

Nov 13, 2023

BUY
$50.42 - $61.56 $6,806 - $8,310
135 Added 45.15%
434 $22,000
Q1 2022

May 06, 2022

BUY
$60.2 - $68.34 $17,999 - $20,433
299 New
299 $20,000
Q1 2021

May 07, 2021

SELL
$52.41 - $60.16 $838 - $962
-16 Closed
0 $0
Q1 2020

May 13, 2020

BUY
$44.92 - $73.91 $269 - $443
6 Added 60.0%
16 $1,000
Q1 2019

Apr 26, 2019

SELL
$54.84 - $59.87 $1,919 - $2,095
-35 Reduced 77.78%
10 $1,000
Q4 2018

Feb 25, 2019

BUY
$54.89 - $60.77 $1,921 - $2,126
35 Added 350.0%
45 $3,000
Q2 2018

Aug 14, 2018

BUY
$50.65 - $57.04 $506 - $570
10 New
10 $1,000

Others Institutions Holding EVRG

About Evergy, Inc.


  • Ticker EVRG
  • Exchange NYSE
  • Sector Utilities
  • Industry Utilities—Regulated Electric
  • Shares Outstandng 229,522,000
  • Market Cap $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

Track Valley National Advisers Inc Portfolio

Follow Valley National Advisers Inc and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Valley National Advisers Inc, based on Form 13F filings with the SEC.

News

Stay updated on Valley National Advisers Inc with notifications on news.