A detailed history of Venturi Wealth Management, LLC transactions in Evergy, Inc. stock. As of the latest transaction made, Venturi Wealth Management, LLC holds 151 shares of EVRG stock, worth $7,921. This represents 0.0% of its overall portfolio holdings.

Number of Shares
151
Previous 89 69.66%
Holding current value
$7,921
Previous $4,000 100.0%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Apr 23, 2024

BUY
$48.62 - $54.21 $3,014 - $3,361
62 Added 69.66%
151 $8,000
Q4 2023

Jan 23, 2024

BUY
$48.05 - $53.37 $4,276 - $4,749
89 New
89 $4,000
Q2 2023

Jul 24, 2023

BUY
$57.02 - $63.68 $57 - $63
1 New
1 $0
Q3 2019

Oct 29, 2019

BUY
$60.16 - $67.31 $120 - $134
2 New
2 $0

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 Venturi Wealth Management, LLC Portfolio

Follow Venturi Wealth Management, LLC 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 Venturi Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Venturi Wealth Management, LLC with notifications on news.