A detailed history of Iams Wealth Management, LLC transactions in Evergy, Inc. stock. As of the latest transaction made, Iams Wealth Management, LLC holds 10,646 shares of EVRG stock, worth $643,444. This represents 0.32% of its overall portfolio holdings.

Number of Shares
10,646
Previous 10,766 1.11%
Holding current value
$643,444
Previous $570 Million 15.76%
% of portfolio
0.32%
Previous 0.31%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 11, 2024

SELL
$52.46 - $62.01 $6,295 - $7,441
-120 Reduced 1.11%
10,646 $660 Million
Q2 2024

Aug 05, 2024

BUY
$49.56 - $55.74 $32,808 - $36,899
662 Added 6.55%
10,766 $570 Million
Q1 2024

Apr 18, 2024

BUY
$48.62 - $54.21 $64,275 - $71,665
1,322 Added 15.05%
10,104 $503 Million
Q4 2023

Feb 07, 2024

SELL
$48.05 - $53.37 $9,994 - $11,100
-208 Reduced 2.31%
8,782 $458 Million
Q3 2023

Nov 14, 2023

BUY
$50.42 - $61.56 $453,275 - $553,424
8,990 New
8,990 $456 Million
Q1 2023

Oct 30, 2023

BUY
$57.15 - $64.96 $156,533 - $177,925
2,739 Added 59.57%
7,337 $444 Million
Q4 2022

Oct 27, 2023

BUY
$56.27 - $63.52 $258,729 - $292,064
4,598 New
4,598 $289 Million

Others Institutions Holding EVRG

About Evergy, Inc.


  • Ticker EVRG
  • Exchange NYSE
  • Sector Utilities
  • Industry Utilities—Regulated Electric
  • Shares Outstandng 229,522,000
  • Market Cap $13.9B
  • 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...
More about EVRG
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