United Capital Financial Advisers, LLC Evergy, Inc. Transaction History

United Capital Financial Advisers, LLC

$11.7 Billion
Q4 2024

A detailed history of United Capital Financial Advisers, LLC transactions in Evergy, Inc. stock. As of the latest transaction made, United Capital Financial Advisers, LLC holds 7,976 shares of EVRG stock, worth $534,950. This represents 0.0% of its overall portfolio holdings.

Number of Shares

7,976

Previous 7,727 3.22%

Holding current value

$534,950

Previous $479,000 2.3%

% of portfolio

0.0%

Previous 0.0%

23 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 13, 2025	BUY	$59.06 - $65.0 $14,705 - $16,185	249 Added 3.22%	7,976 $490,000
Q3 2024 Nov 12, 2024	BUY	$52.46 - $62.01 $3,514 - $4,154	67 Added 0.87%	7,727 $479,000
Q2 2024 Aug 14, 2024	SELL	$49.56 - $55.74 $19,130 - $21,515	-386 Reduced 4.8%	7,660 $405,000
Q1 2024 May 15, 2024	BUY	$48.62 - $54.21 $85,182 - $94,975	1,752 Added 27.84%	8,046 $429,000
Q4 2023 Feb 14, 2024	BUY	$48.05 - $53.37 $302,426 - $335,910	6,294 New	6,294 $328,000
Q2 2022 Aug 11, 2022	BUY	$60.14 - $72.62 $9,802 - $11,837	163 Added 5.1%	3,362 $219,000
Q1 2022 May 16, 2022	SELL	$60.2 - $68.34 $59,959 - $68,066	-996 Reduced 23.74%	3,199 $219,000
Q4 2021 Feb 14, 2022	SELL	$61.8 - $68.61 $20,703 - $22,984	-335 Reduced 7.4%	4,195 $288,000
Q3 2021 Nov 15, 2021	BUY	$61.39 - $69.26 $25,599 - $28,881	417 Added 10.14%	4,530 $282,000
Q2 2021 Aug 13, 2021	BUY	$59.93 - $64.81 $7,191 - $7,777	120 Added 3.01%	4,113 $249,000
Q1 2021 May 14, 2021	BUY	$52.41 - $60.16 $3,773 - $4,331	72 Added 1.84%	3,993 $238,000
Q4 2020 Feb 17, 2021	SELL	$50.82 - $58.59 $14,636 - $16,873	-288 Reduced 6.84%	3,921 $218,000
Q3 2020 Nov 13, 2020	SELL	$49.12 - $64.83 $11,985 - $15,818	-244 Reduced 5.48%	4,209 $214,000
Q2 2020 Aug 13, 2020	SELL	$51.75 - $65.1 $10,039 - $12,629	-194 Reduced 4.17%	4,453 $264,000
Q1 2020 May 15, 2020	SELL	$44.92 - $73.91 $237,806 - $391,279	-5,294 Reduced 53.25%	4,647 $256,000
Q4 2019 Feb 14, 2020	BUY	$62.14 - $66.28 $137,018 - $146,147	2,205 Added 28.5%	9,941 $647,000
Q3 2019 Feb 14, 2020	BUY	$60.16 - $67.31 $465,397 - $520,710	7,736 New	7,736 $515,000
Q3 2019 Nov 14, 2019	SELL	$60.16 - $67.31 $612,067 - $684,811	-10,174 Closed	0 $0
Q2 2019 Aug 13, 2019	SELL	$56.41 - $61.34 $789 - $858	-14 Reduced 0.14%	10,174 $612,000
Q1 2019 May 14, 2019	SELL	$54.84 - $59.87 $22,539 - $24,606	-411 Reduced 3.88%	10,188 $591,000
Q4 2018 Feb 14, 2019	BUY	$54.89 - $60.77 $3,842 - $4,253	70 Added 0.66%	10,599 $602,000
Q3 2018 Nov 14, 2018	SELL	$54.23 - $58.95 $1,843 - $2,004	-34 Reduced 0.32%	10,529 $578,000
Q2 2018 Aug 14, 2018	BUY	$50.65 - $57.04 $535,015 - $602,513	10,563 New	10,563 $593,000

Others Institutions Holding EVRG

# of Institutions

841

Shares Held

203M

Call Options Held

172K

Put Options Held

184K

View Full List

About Evergy, Inc.

Ticker EVRG
Exchange NYSE
Sector Utilities
Industry Utilities—Regulated Electric
Shares Outstandng 229,522,000
Market Cap $15.4B
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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United Capital Financial Advisers, LLC Evergy, Inc. Transaction History