A detailed history of True Wealth Design, LLC transactions in Evergy, Inc. stock. As of the latest transaction made, True Wealth Design, LLC holds 9 shares of EVRG stock, worth $539. This represents 0.0% of its overall portfolio holdings.

Number of Shares
9
Previous 8 12.5%
Holding current value
$539
Previous $428,000 11.45%
% of portfolio
0.0%
Previous 0.0%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 14, 2024

BUY
$49.56 - $55.74 $49 - $55
1 Added 12.5%
9 $477,000
Q1 2024

May 14, 2024

BUY
$48.62 - $54.21 $145 - $162
3 Added 60.0%
8 $428,000
Q1 2023

May 12, 2023

SELL
$57.15 - $64.96 $57 - $64
-1 Reduced 16.67%
5 $306,000
Q4 2022

Feb 15, 2023

BUY
$56.27 - $63.52 $337 - $381
6 New
6 $378,000

Others Institutions Holding EVRG

About Evergy, Inc.


  • Ticker EVRG
  • Exchange NYSE
  • Sector Utilities
  • Industry Utilities—Regulated Electric
  • Shares Outstandng 229,522,000
  • Market Cap $13.8B
  • 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

Track True Wealth Design, LLC Portfolio

Follow True Wealth Design, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of True Wealth Design, LLC, based on Form 13F filings with the SEC.

News

Stay updated on True Wealth Design, LLC with notifications on news.