Captrust Financial Advisors Evergy, Inc. Transaction History

Captrust Financial Advisors

$34.2 Billion
Q4 2024

A detailed history of Captrust Financial Advisors transactions in Evergy, Inc. stock. As of the latest transaction made, Captrust Financial Advisors holds 1,113,538 shares of EVRG stock, worth $74.2 Million. This represents 0.2% of its overall portfolio holdings.

Number of Shares

1,113,538

Previous 665,980 67.2%

Holding current value

$74.2 Million

Previous $41.3 Million 65.96%

% of portfolio

0.2%

Previous 0.13%

28 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 14, 2025	BUY	$59.06 - $65.0 $26.4 Million - $29.1 Million	447,558 Added 67.2%	1,113,538 $68.5 Million
Q3 2024 Nov 14, 2024	BUY	$52.46 - $62.01 $1.26 Million - $1.49 Million	24,012 Added 3.74%	665,980 $41.3 Million
Q2 2024 Aug 14, 2024	BUY	$49.56 - $55.74 $1.64 Million - $1.85 Million	33,106 Added 5.44%	641,968 $34 Million
Q1 2024 May 15, 2024	BUY	$48.62 - $54.21 $5.62 Million - $6.27 Million	115,659 Added 23.45%	608,862 $32.5 Million
Q4 2023 Feb 14, 2024	SELL	$48.05 - $53.37 $4.84 Million - $5.37 Million	-100,654 Reduced 16.95%	493,203 $25.7 Million
Q3 2023 Nov 14, 2023	BUY	$50.42 - $61.56 $1.07 Million - $1.31 Million	21,290 Added 3.72%	593,857 $30.1 Million
Q2 2023 Aug 14, 2023	BUY	$57.02 - $63.68 $2.59 Million - $2.9 Million	45,509 Added 8.63%	572,567 $33.4 Million
Q1 2023 May 15, 2023	SELL	$57.15 - $64.96 $6.77 Million - $7.7 Million	-118,535 Reduced 18.36%	527,058 $32.2 Million
Q4 2022 Feb 15, 2023	BUY	$56.27 - $63.52 $11.5 Million - $13 Million	204,579 Added 46.39%	645,593 $40.7 Million
Q3 2022 Nov 16, 2022	BUY	$59.4 - $71.43 $7.93 Million - $9.54 Million	133,555 Added 43.44%	441,014 $26.2 Million
Q2 2022 Aug 23, 2022	SELL	$60.14 - $72.62 $626,658 - $756,700	-10,420 Reduced 3.28%	307,459 $20.1 Million
Q2 2022 Aug 16, 2022	BUY	$60.14 - $72.62 $4.41 Million - $5.32 Million	73,249 Added 29.94%	317,879 $20.7 Million
Q1 2022 May 16, 2022	BUY	$60.2 - $68.34 $2.17 Million - $2.46 Million	36,059 Added 17.29%	244,630 $16.7 Million
Q4 2021 Feb 14, 2022	BUY	$61.8 - $68.61 $815,327 - $905,171	13,193 Added 6.75%	208,571 $14.3 Million
Q3 2021 Nov 16, 2021	BUY	$61.39 - $69.26 $1.59 Million - $1.8 Million	25,955 Added 15.32%	195,378 $12.2 Million
Q2 2021 Aug 16, 2021	BUY	$59.93 - $64.81 $903,564 - $977,140	15,077 Added 9.77%	169,423 $10.2 Million
Q1 2021 May 17, 2021	BUY	$52.41 - $60.16 $950,979 - $1.09 Million	18,145 Added 13.32%	154,346 $9.19 Million
Q4 2020 Feb 16, 2021	BUY	$50.82 - $58.59 $25,257 - $29,119	497 Added 0.37%	136,201 $7.56 Million
Q3 2020 Nov 17, 2020	BUY	$49.12 - $64.83 $293,590 - $387,488	5,977 Added 4.61%	135,704 $6.9 Million
Q2 2020 Aug 14, 2020	BUY	$51.75 - $65.1 $6.17 Million - $7.76 Million	119,192 Added 1131.39%	129,727 $7.92 Million
Q1 2020 May 15, 2020	SELL	$44.92 - $73.91 $111,446 - $183,370	-2,481 Reduced 19.06%	10,535 $545,000
Q4 2019 Feb 14, 2020	BUY	$62.14 - $66.28 $296,469 - $316,221	4,771 Added 57.87%	13,016 $826,000
Q3 2019 Nov 14, 2019	BUY	$60.16 - $67.31 $4,211 - $4,711	70 Added 0.86%	8,245 $549,000
Q2 2019 Aug 13, 2019	BUY	$56.41 - $61.34 $3,046 - $3,312	54 Added 0.66%	8,175 $492,000
Q1 2019 May 15, 2019	SELL	$54.84 - $59.87 $932 - $1,017	-17 Reduced 0.21%	8,121 $471,000
Q4 2018 Feb 13, 2019	BUY	$54.89 - $60.77 $62,519 - $69,217	1,139 Added 16.27%	8,138 $462,000
Q3 2018 Nov 15, 2018	BUY	$54.23 - $58.95 $370,228 - $402,451	6,827 Added 3969.19%	6,999 $384,000
Q2 2018 Aug 13, 2018	BUY	$50.65 - $57.04 $8,711 - $9,810	172 New	172 $10,000

Others Institutions Holding EVRG

# of Institutions

834

Shares Held

202M

Call Options Held

281K

Put Options Held

91.1K

View Full List

About Evergy, Inc.

Ticker EVRG
Exchange NYSE
Sector Utilities
Industry Utilities—Regulated Electric
Shares Outstandng 229,522,000
Market Cap $15.3B
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 Captrust Financial Advisors, based on Form 13F filings with the SEC.

News

Stay updated on Captrust Financial Advisors with notifications on news.

Account

Captrust Financial Advisors Evergy, Inc. Transaction History