Wealth Trust Axiom LLC Evergy, Inc. Transaction History

Wealth Trust Axiom LLC

$329 Million
Q3 2024

A detailed history of Wealth Trust Axiom LLC transactions in Evergy, Inc. stock. As of the latest transaction made, Wealth Trust Axiom LLC holds 29,710 shares of EVRG stock, worth $1.83 Million. This represents 0.56% of its overall portfolio holdings.

Number of Shares

29,710

Previous 32,056 7.32%

Holding current value

$1.83 Million

Previous $1.7 Million 8.48%

% of portfolio

0.56%

Previous 0.58%

26 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 13, 2024	SELL	$52.46 - $62.01 $123,071 - $145,475	-2,346 Reduced 7.32%	29,710 $1.84 Million
Q2 2024 Aug 13, 2024	BUY	$49.56 - $55.74 $198 - $222	4 Added 0.01%	32,056 $1.7 Million
Q1 2024 May 10, 2024	SELL	$48.62 - $54.21 $53,238 - $59,359	-1,095 Reduced 3.3%	32,052 $1.71 Million
Q4 2023 Feb 05, 2024	SELL	$48.05 - $53.37 $9,465 - $10,513	-197 Reduced 0.59%	33,147 $1.73 Million
Q3 2023 Nov 02, 2023	BUY	$50.42 - $61.56 $151 - $184	3 Added 0.01%	33,344 $1.69 Million
Q2 2023 Aug 04, 2023	BUY	$57.02 - $63.68 $171 - $191	3 Added 0.01%	33,341 $1.95 Million
Q1 2023 May 02, 2023	SELL	$57.15 - $64.96 $9,829 - $11,173	-172 Reduced 0.51%	33,338 $2.04 Million
Q4 2022 Jan 30, 2023	BUY	$56.27 - $63.52 $112 - $127	2 Added 0.01%	33,510 $2.11 Million
Q3 2022 Nov 02, 2022	BUY	$59.4 - $71.43 $59 - $71	1 Added 0.0%	33,508 $1.99 Million
Q2 2022 Jul 27, 2022	BUY	$60.14 - $72.62 $180 - $217	3 Added 0.01%	33,507 $2.19 Million
Q1 2022 May 09, 2022	SELL	$60.2 - $68.34 $8,909 - $10,114	-148 Reduced 0.44%	33,504 $2.29 Million
Q4 2021 Feb 02, 2022	SELL	$61.8 - $68.61 $27,315 - $30,325	-442 Reduced 1.3%	33,652 $2.31 Million
Q3 2021 Oct 14, 2021	SELL	$61.39 - $69.26 $101,723 - $114,763	-1,657 Reduced 4.63%	34,094 $2.12 Million
Q2 2021 Jul 22, 2021	BUY	$59.93 - $64.81 $24,511 - $26,507	409 Added 1.16%	35,751 $2.16 Million
Q1 2021 Apr 14, 2021	SELL	$52.41 - $60.16 $36,477 - $41,871	-696 Reduced 1.93%	35,342 $2.1 Million
Q4 2020 Feb 04, 2021	SELL	$50.82 - $58.59 $12,552 - $14,471	-247 Reduced 0.68%	36,038 $2 Million
Q3 2020 Oct 21, 2020	SELL	$49.12 - $64.83 $9,627 - $12,706	-196 Reduced 0.54%	36,285 $1.84 Million
Q2 2020 Jul 31, 2020	SELL	$51.75 - $65.1 $56,925 - $71,610	-1,100 Reduced 2.93%	36,481 $2.16 Million
Q1 2020 Apr 10, 2020	SELL	$44.92 - $73.91 $31,174 - $51,293	-694 Reduced 1.81%	37,581 $2.07 Million
Q4 2019 Feb 04, 2020	SELL	$62.14 - $66.28 $64,439 - $68,732	-1,037 Reduced 2.64%	38,275 $2.49 Million
Q3 2019 Nov 05, 2019	SELL	$60.16 - $67.31 $148,715 - $166,390	-2,472 Reduced 5.92%	39,312 $2.62 Million
Q2 2019 Aug 07, 2019	SELL	$56.41 - $61.34 $61,430 - $66,799	-1,089 Reduced 2.54%	41,784 $2.51 Million
Q1 2019 May 03, 2019	SELL	$54.84 - $59.87 $101,015 - $110,280	-1,842 Reduced 4.12%	42,873 $2.49 Million
Q4 2018 Feb 01, 2019	SELL	$54.89 - $60.77 $24,920 - $27,589	-454 Reduced 1.01%	44,715 $2.54 Million
Q3 2018 Nov 01, 2018	SELL	$54.23 - $58.95 $38,015 - $41,323	-701 Reduced 1.53%	45,169 $2.48 Million
Q2 2018 Jul 30, 2018	BUY	$50.65 - $57.04 $2.32 Million - $2.62 Million	45,870 New	45,870 $2.58 Million

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 $14.1B
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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Wealth Trust Axiom LLC Evergy, Inc. Transaction History