A detailed history of Summit Trail Advisors, LLC transactions in Evergy, Inc. stock. As of the latest transaction made, Summit Trail Advisors, LLC holds 17,488 shares of EVRG stock, worth $1.34 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares
17,488
Previous 6,096 186.88%
Holding current value
$1.34 Million
Previous $420,000 216.43%
% of portfolio
0.02%
Previous 0.01%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 14, 2025

BUY
$67.73 - $76.02 $771,580 - $866,019
11,392 Added 186.88%
17,488 $1.33 Million
Q2 2025

Aug 14, 2025

BUY
$64.06 - $69.64 $125,365 - $136,285
1,957 Added 47.28%
6,096 $420,000
Q1 2025

Apr 28, 2025

SELL
$59.9 - $69.52 $166,282 - $192,987
-2,776 Reduced 40.14%
4,139 $285,000
Q4 2024

Jan 29, 2025

BUY
$59.06 - $65.0 $129,636 - $142,675
2,195 Added 46.5%
6,915 $425,000
Q3 2024

Nov 12, 2024

BUY
$52.46 - $62.01 $247,611 - $292,687
4,720 New
4,720 $292,000
Q3 2020

Nov 16, 2020

BUY
$49.12 - $64.83 $68,768 - $90,762
1,400 New
1,400 $271,000
Q4 2018

Feb 13, 2019

SELL
$54.89 - $60.77 $128,936 - $142,748
-2,349 Closed
0 $0
Q3 2018

Nov 14, 2018

BUY
$54.23 - $58.95 $4,772 - $5,187
88 Added 3.89%
2,349 $129,000
Q2 2018

Aug 10, 2018

BUY
$50.65 - $57.04 $114,519 - $128,967
2,261 New
2,261 $127,000

Others Institutions Holding EVRG

About Evergy, Inc.


  • 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...
More about EVRG
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