Spire Wealth Management Evergy, Inc. Transaction History

Spire Wealth Management

$3.13 Billion
Q4 2024

A detailed history of Spire Wealth Management transactions in Evergy, Inc. stock. As of the latest transaction made, Spire Wealth Management holds 1,073 shares of EVRG stock, worth $70,603. This represents 0.0% of its overall portfolio holdings.

Number of Shares

1,073

Previous 972 10.39%

Holding current value

$70,603

Previous $60,000 10.0%

% of portfolio

0.0%

Previous 0.0%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 24, 2025	BUY	$59.06 - $65.0 $5,965 - $6,565	101 Added 10.39%	1,073 $66,000
Q3 2024 Oct 15, 2024	SELL	$52.46 - $62.01 $2,413 - $2,852	-46 Reduced 4.52%	972 $60,000
Q2 2024 Jul 31, 2024	BUY	$49.56 - $55.74 $9,465 - $10,646	191 Added 23.1%	1,018 $53,000
Q1 2024 Apr 24, 2024	SELL	$48.62 - $54.21 $12,349 - $13,769	-254 Reduced 23.5%	827 $44,000
Q4 2023 Feb 06, 2024	BUY	$48.05 - $53.37 $11,003 - $12,221	229 Added 26.88%	1,081 $56,000
Q3 2023 Nov 08, 2023	BUY	$50.42 - $61.56 $2,218 - $2,708	44 Added 5.45%	852 $43,000
Q2 2023 Aug 09, 2023	BUY	$57.02 - $63.68 $4,675 - $5,221	82 Added 11.29%	808 $47,000
Q1 2023 May 09, 2023	BUY	$57.15 - $64.96 $14,401 - $16,369	252 Added 53.16%	726 $44,000
Q4 2022 Feb 03, 2023	BUY	$56.27 - $63.52 $393 - $444	7 Added 1.5%	474 $30,000
Q3 2022 Nov 07, 2022	SELL	$59.4 - $71.43 $252,093 - $303,148	-4,244 Reduced 90.09%	467 $28,000
Q2 2022 Jul 22, 2022	BUY	$60.14 - $72.62 $223,660 - $270,073	3,719 Added 374.9%	4,711 $307,000
Q1 2022 Apr 18, 2022	SELL	$60.2 - $68.34 $212,385 - $241,103	-3,528 Reduced 78.05%	992 $68,000
Q4 2021 Jan 14, 2022	BUY	$61.8 - $68.61 $214,322 - $237,939	3,468 Added 329.66%	4,520 $310,000
Q3 2021 Oct 22, 2021	SELL	$61.39 - $69.26 $26,520 - $29,920	-432 Reduced 29.11%	1,052 $65,000
Q2 2021 Jul 26, 2021	SELL	$59.93 - $64.81 $780,228 - $843,761	-13,019 Reduced 89.77%	1,484 $90,000
Q1 2021 May 21, 2021	BUY	$52.41 - $60.16 $760,102 - $872,500	14,503 New	14,503 $860,000

Others Institutions Holding EVRG

# of Institutions

808

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 $15.1B
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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Spire Wealth Management Evergy, Inc. Transaction History