Latest Institutional Transactions on Evergy, Inc. (EVRG)
This table provides information on the latest institutional transactions involving Evergy, Inc. (EVRG) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 24, 2025
Q2 2025
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-117- 1.31% |
$7.5K - $8.15K
|
8.83K
$616K
|
|
|
Jul 24, 2025
Q2 2025
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
5.99KNew |
$384K - $417K
|
5.99K
$418K
|
|
|
Jul 24, 2025
Q2 2025
|
Gfg Capital, LLC
|
BUY
|
- |
79New |
$5.06K - $5.5K
|
79
$5.51K
|
|
|
Jul 23, 2025
Q2 2025
|
Shell Asset Management CO
The Hague, P7 |
BUY
|
- |
5.45K+ 61.59% |
$349K - $380K
|
14.3K
$998K
|
|
|
Jul 23, 2025
Q2 2025
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
19New |
$1.22K - $1.32K
|
19
$1.33K
|
|
|
Jul 23, 2025
Q2 2025
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-300- 2.42% |
$19.2K - $20.9K
|
12.1K
$844K
|
|
|
Jul 23, 2025
Q2 2025
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-484- 12.98% |
$31K - $33.7K
|
3.25K
$226K
|
|
|
Jul 23, 2025
Q2 2025
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
1+ 1.22% |
$64.1 - $69.6
|
83
$5.79K
|
|
|
Jul 23, 2025
Q2 2025
|
Maryland State Retirement & Pension System
|
BUY
|
- |
779+ 7.48% |
$49.9K - $54.2K
|
11.2K
$781K
|
|
|
Jul 23, 2025
Q2 2025
|
Optas, LLC
|
BUY
|
- |
3.25KNew |
$208K - $226K
|
3.25K
$227K
|
|
|
Jul 23, 2025
Q2 2025
|
Wespac Advisors, LLC
|
SELL
|
- |
-366- 2.57% |
$23.4K - $25.5K
|
13.9K
$967K
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
BUY
|
- |
1.87K+ 4.92% |
$120K - $130K
|
39.9K
$2.79M
|
|
|
Jul 23, 2025
Q2 2025
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
20.3KNew |
$1.3M - $1.41M
|
20.3K
$1.42M
|
|
|
Jul 22, 2025
Q2 2025
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
SELL
|
- |
-500- 1.51% |
$32K - $34.8K
|
32.5K
$2.27M
|
|
|
Jul 22, 2025
Q2 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
BUY
|
- |
6+ 200.0% |
$384 - $418
|
9
$628
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
1.06K+ 10.89% |
$67.9K - $73.8K
|
10.8K
$753K
|
|
|
Jul 22, 2025
Q2 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
7+ 175.0% |
$448 - $487
|
11
$768
|
|
|
Jul 22, 2025
Q2 2025
|
Valley National Advisers Inc
|
SELL
|
- |
-2- 0.66% |
$128 - $139
|
301
$21K
|
|
|
Jul 22, 2025
Q2 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
11.3KNew |
$723K - $786K
|
11.3K
$788K
|
|
|
Jul 22, 2025
Q2 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
593+ 13.43% |
$38K - $41.3K
|
5.01K
$349K
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
449+ 9.63% |
$28.8K - $31.3K
|
5.11K
$357K
|
|
|
Jul 22, 2025
Q2 2025
|
Foresight Capital Management Advisors, Inc.
|
BUY
|
- |
1.59K+ 3.64% |
$102K - $110K
|
45.1K
$3.15M
|
|
|
Jul 22, 2025
Q2 2025
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-12.9K- 80.43% |
$824K - $895K
|
3.13K
$218K
|
|
|
Jul 22, 2025
Q2 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-2.22K- 17.93% |
$142K - $155K
|
10.2K
$710K
|
|
|
Jul 21, 2025
Q2 2025
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
159+ 3.76% |
$10.2K - $11.1K
|
4.39K
$306K
|
|
|
Jul 21, 2025
Q2 2025
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
2.25K+ 8.47% |
$144K - $157K
|
28.8K
$2.01M
|
|
|
Jul 21, 2025
Q2 2025
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
74.5KNew |
$4.77M - $5.19M
|
74.5K
$5.2M
|
|
|
Jul 21, 2025
Q2 2025
|
Cromwell Holdings LLC
Jackson, WY |
BUY
|
- |
40+ 5.46% |
$2.56K - $2.79K
|
772
$53.9K
|
|
|
Jul 21, 2025
Q2 2025
|
Quent Capital, LLC
|
BUY
|
- |
14+ 0.43% |
$897 - $975
|
3.23K
$226K
|
|
|
Jul 21, 2025
Q2 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
197K+ 159.24% |
$12.6M - $13.7M
|
321K
$22.4M
|
|
|
Jul 21, 2025
Q2 2025
|
Vaughan Nelson Investment Management, L.P.
|
SELL
|
- |
-17.2K- 2.95% |
$1.1M - $1.2M
|
567K
$39.6M
|
|
|
Jul 21, 2025
Q2 2025
|
Franklin Street Advisors Inc
|
BUY
|
- |
87.6KNew |
$5.61M - $6.1M
|
87.6K
$6.11M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
652+ 16.8% |
$41.8K - $45.4K
|
4.53K
$316K
|
|
|
Jul 21, 2025
Q2 2025
|
Gf Fund Management Co. Ltd.
Guangzhou, F4 |
SELL
|
- |
-7.47K- 97.76% |
$478K - $520K
|
171
$11.9K
|
|
|
Jul 18, 2025
Q2 2025
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
BUY
|
- |
5.14KNew |
$329K - $358K
|
5.14K
$359K
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
517K+ 2959.69% |
$33.1M - $36M
|
535K
$37.3M
|
|
|
Jul 18, 2025
Q2 2025
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
923+ 31.2% |
$59.1K - $64.3K
|
3.88K
$271K
|
|
|
Jul 18, 2025
Q2 2025
|
Rogco, LP
Claremore, OK |
BUY
|
- |
158+ 16.42% |
$10.1K - $11K
|
1.12K
$78.2K
|
|
|
Jul 18, 2025
Q2 2025
|
Trilogy Capital Inc.
|
BUY
|
- |
708+ 1.5% |
$45.4K - $49.3K
|
47.9K
$3.34M
|
|
|
Jul 18, 2025
Q2 2025
|
First Pacific Financial
|
BUY
|
- |
50New |
$3.2K - $3.48K
|
50
$3.49K
|
|
|
Jul 18, 2025
Q2 2025
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
5.22K+ 98.69% |
$334K - $363K
|
10.5K
$733K
|
|
|
Jul 18, 2025
Q2 2025
|
Robeco Institutional Asset Management B.V.
|
BUY
|
- |
24.9K+ 101.31% |
$1.6M - $1.73M
|
49.5K
$3.45M
|
|
|
Jul 18, 2025
Q2 2025
|
Brookmont Capital Management
Dallas, TX |
SELL
|
- |
-454- 2.58% |
$29.1K - $31.6K
|
17.2K
$1.2M
|
|
|
Jul 18, 2025
Q2 2025
|
Churchill Management Corp
|
BUY
|
- |
6.99K+ 4.98% |
$448K - $487K
|
147K
$10.3M
|
|
|
Jul 18, 2025
Q2 2025
|
Trust CO Of Kansas
Wichita, KS |
SELL
|
- |
-200- 5.09% |
$12.8K - $13.9K
|
3.73K
$260K
|
|
|
Jul 17, 2025
Q2 2025
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
4.01K+ 14.14% |
$257K - $279K
|
32.3K
$2.26M
|
|
|
Jul 17, 2025
Q2 2025
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
3.27K+ 1.47% |
$209K - $228K
|
226K
$15.8M
|
|
|
Jul 17, 2025
Q2 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
32New |
$2.05K - $2.23K
|
32
$2.23K
|
|
|
Jul 17, 2025
Q2 2025
|
City Holding CO
|
SELL
|
- |
-450- 55.69% |
$28.8K - $31.3K
|
358
$25K
|
|
|
Jul 17, 2025
Q2 2025
|
Walker Asset Management, LLC
|
BUY
|
- |
35+ 0.79% |
$2.24K - $2.44K
|
4.47K
$312K
|