Caldwell Trust CO Evergy, Inc. Transaction History

Caldwell Trust CO

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Sep 24, 2025	SELL	$52.46 - $62.01 $5,927 - $7,007	-113 Closed	0 $0
Q1 2024 Sep 24, 2025	BUY	$48.62 - $54.21 $5,494 - $6,125	113 New	113 $6.03 Million
Q1 2023 Oct 01, 2025	BUY	$57.15 - $64.96 $6,457 - $7,340	113 New	113 $6.91 Million
Q4 2022 Oct 01, 2025	BUY	$56.27 - $63.52 $9,565 - $10,798	170 Added 150.44%	283 $17.8 Million
Q3 2022 Oct 01, 2025	BUY	$59.4 - $71.43 $6,712 - $8,071	113 New	113 $6.71 Million

Q2 2022 Oct 01, 2025	SELL	$60.14 - $72.62 $5,893 - $7,116	-98 Reduced 46.45%	113 $7.37 Million
Q1 2022 Oct 01, 2025	BUY	$60.2 - $68.34 $12,702 - $14,419	211 New	211 $14.4 Million
Q1 2021 Oct 02, 2025	BUY	$52.41 - $60.16 $11,058 - $12,693	211 New	211 $12.6 Million
Q4 2020 Oct 02, 2025	BUY	$50.82 - $58.59 $10,723 - $12,362	211 New	211 $11.7 Million
Q3 2020 Oct 02, 2025	BUY	$49.12 - $64.83 $19,107 - $25,218	389 Added 184.36%	600 $30.5 Million
Q2 2020 Oct 02, 2025	SELL	$51.75 - $65.1 $7,762 - $9,765	-150 Reduced 41.55%	211 $12.5 Million
Q1 2020 Oct 02, 2025	BUY	$44.92 - $73.91 $16,216 - $26,681	361 New	361 $19.9 Million
Q4 2019 Oct 06, 2025	BUY	$62.14 - $66.28 $22,432 - $23,927	361 New	361 $23.5 Million

952

208M

254K

945K

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...

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

Stay updated on Caldwell Trust CO with notifications on news.