Assetmark, Inc Evergy, Inc. Transaction History

Assetmark, Inc

$45.6 Billion
Q3 2025

A detailed history of Assetmark, Inc transactions in Evergy, Inc. stock. As of the latest transaction made, Assetmark, Inc holds 52,427 shares of EVRG stock, worth $4.01 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares

52,427

Previous 37,048 41.51%

Holding current value

$4.01 Million

Previous $2.55 Million 56.09%

% of portfolio

0.01%

Previous 0.01%

23 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 06, 2025	BUY	$67.73 - $76.02 $1.04 Million - $1.17 Million	15,379 Added 41.51%	52,427 $3.99 Million
Q2 2025 Aug 04, 2025	BUY	$64.06 - $69.64 $979,861 - $1.07 Million	15,296 Added 70.32%	37,048 $2.55 Million
Q1 2025 May 06, 2025	BUY	$59.9 - $69.52 $76,492 - $88,777	1,277 Added 6.24%	21,752 $1.5 Million
Q4 2024 Feb 06, 2025	BUY	$59.06 - $65.0 $37,444 - $41,210	634 Added 3.2%	20,475 $1.26 Million
Q3 2024 Nov 01, 2024	BUY	$52.46 - $62.01 $209 - $248	4 Added 0.02%	19,841 $1.23 Million

Q2 2024 Aug 13, 2024	BUY	$49.56 - $55.74 $47,676 - $53,621	962 Added 5.1%	19,837 $1.05 Million
Q1 2024 May 06, 2024	SELL	$48.62 - $54.21 $32,867 - $36,645	-676 Reduced 3.46%	18,875 $1.01 Million
Q4 2023 Feb 09, 2024	BUY	$48.05 - $53.37 $128,581 - $142,818	2,676 Added 15.86%	19,551 $1.02 Million
Q3 2023 Oct 27, 2023	BUY	$50.42 - $61.56 $156,755 - $191,390	3,109 Added 22.58%	16,875 $855,000
Q2 2023 Aug 11, 2023	BUY	$57.02 - $63.68 $24,689 - $27,573	433 Added 3.25%	13,766 $804,000
Q1 2023 May 05, 2023	BUY	$57.15 - $64.96 $34,461 - $39,170	603 Added 4.74%	13,333 $814,000
Q4 2022 Feb 10, 2023	BUY	$56.27 - $63.52 $294,123 - $332,019	5,227 Added 69.67%	12,730 $801,000
Q3 2022 Nov 01, 2022	SELL	$59.4 - $71.43 $1.06 Million - $1.27 Million	-17,762 Reduced 70.3%	7,503 $446,000
Q2 2022 Aug 03, 2022	BUY	$60.14 - $72.62 $64,891 - $78,356	1,079 Added 4.46%	25,265 $1.65 Million
Q1 2022 May 13, 2022	BUY	$60.2 - $68.34 $1.44 Million - $1.64 Million	23,933 Added 9459.68%	24,186 $1.65 Million
Q4 2021 Feb 14, 2022	BUY	$61.8 - $68.61 $15,635 - $17,358	253 New	253 $17,000
Q2 2020 Aug 11, 2020	SELL	$51.75 - $65.1 $1.43 Million - $1.8 Million	-27,576 Closed	0 $0
Q1 2020 May 12, 2020	SELL	$44.92 - $73.91 $1.26 Million - $2.08 Million	-28,125 Reduced 50.49%	27,576 $1.52 Million
Q4 2019 Feb 11, 2020	BUY	$62.14 - $66.28 $3.46 Million - $3.69 Million	55,636 Added 85593.85%	55,701 $3.63 Million
Q3 2019 Nov 13, 2019	SELL	$60.16 - $67.31 $3.91 Million - $4.37 Million	-64,993 Reduced 99.9%	65 $4,000
Q2 2019 Aug 14, 2019	BUY	$56.41 - $61.34 $1.13 Million - $1.23 Million	19,997 Added 44.38%	65,058 $3.91 Million
Q1 2019 May 14, 2019	BUY	$54.84 - $59.87 $2.46 Million - $2.69 Million	44,861 Added 22430.5%	45,061 $2.62 Million
Q2 2018 Aug 01, 2018	BUY	$50.65 - $57.04 $10,130 - $11,408	200 New	200 $11,000

Others Institutions Holding EVRG

# of Institutions

953

Shares Held

208M

Call Options Held

254K

Put Options Held

945K

View Full List

About Evergy, Inc.

Ticker EVRG
Exchange NYSE
Sector Utilities
Industry Utilities—Regulated Electric
Shares Outstandng 229,522,000
Market Cap $17.6B
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

Portfolio Update

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

News

Stay updated on Assetmark, Inc with notifications on news.

Account