Global Retirement Partners, LLC Evergy, Inc. Transaction History

Global Retirement Partners, LLC

$3.4 Billion
Q4 2024

A detailed history of Global Retirement Partners, LLC transactions in Evergy, Inc. stock. As of the latest transaction made, Global Retirement Partners, LLC holds 2,688 shares of EVRG stock, worth $174,370. This represents 0.0% of its overall portfolio holdings.

Number of Shares

2,688

Previous 2,033 32.22%

Holding current value

$174,370

Previous $126,000 30.95%

% of portfolio

0.0%

Previous 0.0%

25 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 31, 2025	BUY	$59.06 - $65.0 $38,684 - $42,575	655 Added 32.22%	2,688 $165,000
Q3 2024 Oct 16, 2024	BUY	$52.46 - $62.01 $7,082 - $8,371	135 Added 7.11%	2,033 $126,000
Q2 2024 Jul 23, 2024	BUY	$49.56 - $55.74 $8,673 - $9,754	175 Added 10.16%	1,898 $100,000
Q1 2024 Apr 23, 2024	SELL	$48.62 - $54.21 $4,764 - $5,312	-98 Reduced 5.38%	1,723 $91,000
Q4 2023 Jan 18, 2024	BUY	$48.05 - $53.37 $10,378 - $11,527	216 Added 13.46%	1,821 $95,000
Q3 2023 Oct 13, 2023	SELL	$50.42 - $61.56 $15,226 - $18,591	-302 Reduced 15.84%	1,605 $81,000
Q2 2023 Jul 20, 2023	SELL	$57.02 - $63.68 $130,518 - $145,763	-2,289 Reduced 54.55%	1,907 $111,000
Q1 2023 May 05, 2023	BUY	$57.15 - $64.96 $125,329 - $142,457	2,193 Added 109.49%	4,196 $256,000
Q4 2022 Feb 13, 2023	BUY	$56.27 - $63.52 $17,837 - $20,135	317 Added 18.8%	2,003 $126,000
Q3 2022 Nov 03, 2022	SELL	$59.4 - $71.43 $33,085 - $39,786	-557 Reduced 24.83%	1,686 $103,000
Q2 2022 Jul 15, 2022	BUY	$60.14 - $72.62 $4,149 - $5,010	69 Added 3.17%	2,243 $146,000
Q1 2022 Jul 14, 2022	BUY	$60.2 - $68.34 $130,874 - $148,571	2,174 New	2,174 $151,000
Q4 2021 Jan 21, 2022	SELL	$61.8 - $68.61 $69,710 - $77,392	-1,128 Closed	0 $0
Q2 2021 Jul 15, 2021	SELL	$59.93 - $64.81 $1,138 - $1,231	-19 Reduced 1.66%	1,128 $68,000
Q1 2021 Apr 14, 2021	SELL	$52.41 - $60.16 $19,077 - $21,898	-364 Reduced 24.09%	1,147 $68,000
Q4 2020 Jan 13, 2021	BUY	$50.82 - $58.59 $4,319 - $4,980	85 Added 5.96%	1,511 $84,000
Q2 2020 Jul 13, 2020	BUY	$51.75 - $65.1 $1,035 - $1,302	20 Added 1.42%	1,426 $85,000
Q1 2020 Apr 28, 2020	SELL	$44.92 - $73.91 $397,047 - $653,290	-8,839 Reduced 86.28%	1,406 $77,000
Q4 2019 Jan 23, 2020	BUY	$62.14 - $66.28 $9,445 - $10,074	152 Added 1.51%	10,245 $667,000
Q3 2019 Nov 19, 2019	BUY	$60.16 - $67.31 $518,097 - $579,673	8,612 Added 581.5%	10,093 $672,000
Q2 2019 Nov 19, 2019	SELL	$56.41 - $61.34 $2,256 - $2,453	-40 Reduced 2.63%	1,481 $89,000
Q1 2019 May 07, 2019	SELL	$54.84 - $59.87 $3,235 - $3,532	-59 Reduced 3.73%	1,521 $88,000
Q4 2018 Feb 22, 2019	BUY	$54.89 - $60.77 $36,117 - $39,986	658 Added 71.37%	1,580 $90,000
Q3 2018 Oct 17, 2018	BUY	$54.23 - $58.95 $25,325 - $27,529	467 Added 102.64%	922 $51,000
Q2 2018 Aug 13, 2018	BUY	$50.65 - $57.04 $23,045 - $25,953	455 New	455 $26,000

Others Institutions Holding EVRG

# of Institutions

798

Shares Held

201M

Call Options Held

322K

Put Options Held

156K

View Full List

About Evergy, Inc.

Ticker EVRG
Exchange NYSE
Sector Utilities
Industry Utilities—Regulated Electric
Shares Outstandng 229,522,000
Market Cap $14.9B
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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Global Retirement Partners, LLC Evergy, Inc. Transaction History