Wellington Management Group LLP Evergy, Inc. Transaction History

Wellington Management Group LLP

$548 Billion
Q2 2024

A detailed history of Wellington Management Group LLP transactions in Evergy, Inc. stock. As of the latest transaction made, Wellington Management Group LLP holds 255,963 shares of EVRG stock, worth $15.9 Million. This represents 0.0% of its overall portfolio holdings.

Number of Shares

255,963

Previous 248,503 3.0%

Holding current value

$15.9 Million

Previous $13.3 Million 2.21%

% of portfolio

0.0%

Previous 0.0%

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 13, 2024	BUY	$49.56 - $55.74 $369,717 - $415,820	7,460 Added 3.0%	255,963 $13.6 Million
Q1 2024 May 15, 2024	BUY	$48.62 - $54.21 $12.1 Million - $13.5 Million	248,503 New	248,503 $13.3 Million
Q4 2023 Feb 12, 2024	BUY	$48.05 - $53.37 $12 Million - $13.3 Million	249,422 New	249,422 $13 Million
Q3 2023 Nov 14, 2023	SELL	$50.42 - $61.56 $10.8 Million - $13.1 Million	-213,282 Reduced 49.11%	221,030 $11.2 Million
Q2 2023 Aug 14, 2023	SELL	$57.02 - $63.68 $3.86 Million - $4.31 Million	-67,748 Reduced 13.49%	434,312 $25.4 Million
Q1 2023 May 12, 2023	BUY	$57.15 - $64.96 $2.68 Million - $3.05 Million	46,913 Added 10.31%	502,060 $30.7 Million
Q4 2022 Feb 13, 2023	SELL	$56.27 - $63.52 $5.12 Million - $5.78 Million	-91,013 Reduced 16.66%	455,147 $28.7 Million
Q3 2022 Nov 14, 2022	SELL	$59.4 - $71.43 $11.2 Million - $13.4 Million	-188,051 Reduced 25.61%	546,160 $32.4 Million
Q2 2022 Aug 15, 2022	BUY	$60.14 - $72.62 $6.02 Million - $7.26 Million	100,040 Added 15.77%	734,211 $47.9 Million
Q1 2022 May 16, 2022	SELL	$60.2 - $68.34 $761,770 - $864,774	-12,654 Reduced 1.96%	634,171 $43.3 Million
Q4 2021 Feb 11, 2022	SELL	$61.8 - $68.61 $1.14 Million - $1.26 Million	-18,418 Reduced 2.77%	646,825 $44.4 Million
Q3 2021 Nov 15, 2021	BUY	$61.39 - $69.26 $1.18 Million - $1.33 Million	19,259 Added 2.98%	665,243 $41.4 Million
Q2 2021 Aug 16, 2021	SELL	$59.93 - $64.81 $506,288 - $547,514	-8,448 Reduced 1.29%	645,984 $39 Million
Q1 2021 May 17, 2021	BUY	$52.41 - $60.16 $3.93 Million - $4.51 Million	74,900 Added 12.92%	654,432 $39 Million
Q4 2020 Feb 12, 2021	SELL	$50.82 - $58.59 $1.1 Million - $1.27 Million	-21,722 Reduced 3.61%	579,532 $32.2 Million
Q3 2020 Nov 16, 2020	SELL	$49.12 - $64.83 $820,451 - $1.08 Million	-16,703 Reduced 2.7%	601,254 $30.6 Million
Q2 2020 Aug 14, 2020	SELL	$51.75 - $65.1 $11.3 Million - $14.2 Million	-218,750 Reduced 26.14%	617,957 $36.6 Million
Q1 2020 May 14, 2020	BUY	$44.92 - $73.91 $8.11 Million - $13.3 Million	180,498 Added 27.51%	836,707 $46.1 Million
Q4 2019 Feb 11, 2020	BUY	$62.14 - $66.28 $40.8 Million - $43.5 Million	656,209 New	656,209 $42.7 Million

Others Institutions Holding EVRG

# of Institutions

765

Shares Held

198M

Call Options Held

220K

Put Options Held

325K

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...

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Wellington Management Group LLP Evergy, Inc. Transaction History