Latest Institutional Sells of Evergy, Inc. (EVRG)
This list provides information on the latest institutional transactions involving Evergy, Inc. (EVRG) stock that were sells. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the sale has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Feb 09, 2024
Q4 2023
|
Aigen Investment Management, LP
|
SELL
|
- |
-14.4K- 74.4% |
$690K - $766K
|
4.94K
$340K
|
|
Jan 12, 2024
Q4 2023
|
Burns Matteson Capital Management, LLC
Corning, NY |
SELL
|
- |
-8.71KClosed |
$418K - $465K
|
0
$0
|
|
Feb 15, 2024
Q4 2023
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-3.24K- 38.12% |
$155K - $173K
|
5.25K
$361K
|
|
Feb 14, 2024
Q4 2023
|
Petrus Trust Company, Lta
Dallas, TX |
SELL
|
- |
-1.38K- 16.82% |
$66.3K - $73.7K
|
6.83K
$470K
|
|
Feb 08, 2024
Q4 2023
|
Wade G W & Inc
Wellesley, MA |
SELL
|
- |
-549- 6.6% |
$26.4K - $29.3K
|
7.78K
$535K
|
|
Feb 12, 2024
Q4 2023
|
Paradigm Asset Management CO LLC
|
SELL
|
- |
-500- 3.21% |
$24K - $26.7K
|
15.1K
$1.04M
|
|
Apr 04, 2024
Q4 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-306Closed |
$14.7K - $16.3K
|
0
$0
|
|
Feb 14, 2024
Q4 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-258- 3.55% |
$12.4K - $13.8K
|
7.02K
$483K
|
|
Jan 12, 2024
Q4 2023
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-248- 5.92% |
$11.9K - $13.2K
|
3.94K
$271K
|
|
Feb 13, 2024
Q4 2023
|
Deseret Mutual Benefit Administrators
|
SELL
|
- |
-163- 20.05% |
$7.83K - $8.7K
|
650
$44.7K
|
|
Feb 07, 2024
Q4 2023
|
Gables Capital Management Inc.
|
SELL
|
- |
-25- 25.0% |
$1.2K - $1.33K
|
75
$5.16K
|
|
Feb 12, 2024
Q4 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-13- 92.86% |
$625 - $694
|
1
$68.8
|
|
Feb 14, 2024
Q4 2023
|
Woodward Diversified Capital, LLC
|
SELL
|
- |
-11- 0.22% |
$529 - $587
|
4.89K
$337K
|
|
Feb 08, 2024
Q4 2023
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
SELL
|
- |
-1- 33.33% |
$48.1 - $53.4
|
2
$138
|
|
Q3 2023 | |||||||
Nov 13, 2023
Q3 2023
|
Capital International Investors
Los Angeles, CA |
SELL
|
- |
-1.56M- 35.9% |
$78.7M - $96.1M
|
2.79M
$192M
|
|
Feb 02, 2024
Q3 2023
|
Lji Wealth Management, LLC
Indianapolis, IN |
SELL
|
- |
-77.8KClosed |
$3.92M - $4.79M
|
0
$0
|
|
Jul 09, 2025
Q3 2023
|
Northwest & Ethical Investments L.P.
Toronto, A6 |
SELL
|
- |
-9.94KClosed |
$501K - $612K
|
0
$0
|
|
Nov 14, 2023
Q3 2023
|
Element Capital Management LLC
New York, NY |
SELL
|
- |
-4.94K- 16.43% |
$249K - $304K
|
25.1K
$1.73M
|
|
Nov 08, 2023
Q3 2023
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
SELL
|
- |
-4.29K- 51.9% |
$217K - $264K
|
3.98K
$274K
|
|
Nov 13, 2023
Q3 2023
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
SELL
|
- |
-1.02K- 2.24% |
$51.5K - $62.9K
|
44.5K
$3.06M
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-914- 7.63% |
$46.1K - $56.3K
|
11.1K
$761K
|
|
Nov 13, 2023
Q3 2023
|
Hancock Whitney Corp
|
SELL
|
- |
-618- 5.13% |
$31.2K - $38K
|
11.4K
$787K
|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
SELL
|
- |
-612- 13.08% |
$30.9K - $37.7K
|
4.07K
$280K
|
|
Oct 31, 2023
Q3 2023
|
Alaska Permanent Fund Corp
Juneau, AK |
SELL
|
- |
-606- 60.0% |
$30.6K - $37.3K
|
404
$27.8K
|
|
Nov 13, 2023
Q3 2023
|
Capital International, Inc.
Los Angeles, CA |
SELL
|
- |
-251- 1.03% |
$12.7K - $15.5K
|
24K
$1.65M
|
|
Nov 14, 2023
Q3 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-150- 3.26% |
$7.56K - $9.23K
|
4.45K
$306K
|
|
Nov 13, 2023
Q3 2023
|
Rmb Capital Management, LLC
|
SELL
|
- |
-90- 1.86% |
$4.54K - $5.54K
|
4.76K
$328K
|
|
Nov 13, 2023
Q3 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-39Closed |
$1.97K - $2.4K
|
0
$0
|
|
Oct 26, 2023
Q3 2023
|
Dividend Assets Capital, LLC
|
SELL
|
- |
-36- 8.26% |
$1.82K - $2.22K
|
400
$27.5K
|
|
Oct 16, 2023
Q3 2023
|
Independence Bank Of Kentucky
|
SELL
|
- |
-32- 5.44% |
$1.61K - $1.97K
|
556
$38.3K
|
|
Q2 2023 | |||||||
Aug 10, 2023
Q2 2023
|
Pictet Asset Management Sa
Geneva 73, V8 |
SELL
|
- |
-89K- 3.98% |
$5.07M - $5.66M
|
2.15M
$148M
|
|
Aug 09, 2023
Q2 2023
|
Mn Services Vermogensbeheer B.V.
|
SELL
|
- |
-7.2K- 6.17% |
$411K - $458K
|
109K
$7.53M
|
|
Aug 14, 2023
Q2 2023
|
Tortoise Capital Advisors, L.L.C.
Overland Park, KS |
SELL
|
- |
-5.37K- 4.49% |
$306K - $342K
|
114K
$7.86M
|
|
Sep 05, 2024
Q2 2023
|
Granite Fo LLC
Bedford, NH |
SELL
|
- |
-1.2KClosed |
$68.2K - $76.2K
|
0
$0
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-715- 12.27% |
$40.8K - $45.5K
|
5.11K
$352K
|
|
Aug 08, 2023
Q2 2023
|
Advisor Os, LLC
|
SELL
|
- |
-587- 11.48% |
$33.5K - $37.4K
|
4.53K
$312K
|
|
Jul 25, 2023
Q2 2023
|
Dupont Capital Management Corp
|
SELL
|
- |
-542- 20.37% |
$30.9K - $34.5K
|
2.12K
$146K
|
|
Aug 09, 2023
Q2 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-453- 10.41% |
$25.8K - $28.8K
|
3.9K
$268K
|
|
Aug 02, 2023
Q2 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-416- 10.42% |
$23.7K - $26.5K
|
3.58K
$246K
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-365- 95.05% |
$20.8K - $23.2K
|
19
$1.31K
|
|
Jul 21, 2023
Q2 2023
|
First Command Financial Services, Inc.
|
SELL
|
- |
-115- 6.71% |
$6.56K - $7.32K
|
1.6K
$110K
|
|
Jul 21, 2023
Q2 2023
|
First Command Bank
|
SELL
|
- |
-115- 6.71% |
$6.56K - $7.32K
|
1.6K
$110K
|
|
Aug 10, 2023
Q2 2023
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-10- 4.35% |
$570 - $637
|
220
$15.1K
|
|
Jul 31, 2023
Q2 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-8- 0.55% |
$456 - $509
|
1.45K
$99.7K
|
|
Q1 2023 | |||||||
May 03, 2023
Q1 2023
|
Beck Bode, LLC
|
SELL
|
- |
-171K- 98.11% |
$9.79M - $11.1M
|
3.3K
$227K
|
|
Jul 11, 2023
Q1 2023
|
Virginia Retirement Systems Et Al
Richmond, VA |
SELL
|
- |
-14.4K- 77.31% |
$822K - $934K
|
4.22K
$290K
|
|
Apr 28, 2023
Q1 2023
|
Aia Group LTD
Hong Kong, K3 |
SELL
|
- |
-1.28K- 12.62% |
$73K - $83K
|
8.84K
$608K
|
|
Apr 19, 2023
Q1 2023
|
Calton & Associates, Inc.
|
SELL
|
- |
-100- 2.35% |
$5.72K - $6.5K
|
4.15K
$285K
|
|
Apr 13, 2023
Q1 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-40- 3.6% |
$2.29K - $2.6K
|
1.07K
$73.6K
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-25- 2.1% |
$1.43K - $1.62K
|
1.17K
$80.4K
|