A detailed history of Uma Financial Services, Inc. transactions in Evergy, Inc. stock. As of the latest transaction made, Uma Financial Services, Inc. holds 147 shares of EVRG stock, worth $11,241. This represents 0.0% of its overall portfolio holdings.

Number of Shares
147
Previous 89 65.17%
Holding current value
$11,241
Previous $6,000 83.33%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Nov 04, 2025

BUY
$67.73 - $76.02 $3,928 - $4,409
58 Added 65.17%
147 $11,000
Q2 2025

Jul 11, 2025

BUY
$64.06 - $69.64 $4,740 - $5,153
74 Added 493.33%
89 $6,000
Q1 2025

Apr 28, 2025

SELL
$59.9 - $69.52 $29,770 - $34,551
-497 Reduced 97.07%
15 $1,000
Q4 2024

Feb 12, 2025

BUY
$59.06 - $65.0 $30,238 - $33,280
512 New
512 $31,000

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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