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 31, 2025
Q2 2025
|
Leeward Investments, LLC Ma
|
SELL
|
- |
-3.36K- 2.28% |
$215K - $234K
|
144K
$10.4M
|
|
|
Jul 31, 2025
Q2 2025
|
Brighton Jones LLC
|
BUY
|
- |
310+ 7.29% |
$19.9K - $21.6K
|
4.56K
$329K
|
|
|
Jul 31, 2025
Q2 2025
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-19.7K- 18.54% |
$1.26M - $1.37M
|
86.5K
$6.24M
|
|
|
Jul 31, 2025
Q2 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
SELL
|
- |
-9- 33.33% |
$577 - $627
|
18
$1.3K
|
|
|
Jul 31, 2025
Q2 2025
|
Cva Family Office, LLC
|
SELL
|
- |
-95- 10.46% |
$6.09K - $6.62K
|
813
$58.7K
|
|
|
Jul 31, 2025
Q2 2025
|
Prudent Man Advisors, LLC
|
BUY
|
- |
2.59K+ 28.63% |
$166K - $181K
|
11.6K
$841K
|
|
|
Jul 31, 2025
Q2 2025
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-9.82K- 4.9% |
$629K - $684K
|
191K
$13.8M
|
|
|
Jul 31, 2025
Q2 2025
|
Wealthfront Advisers LLC
|
SELL
|
- |
-5.4K- 3.66% |
$346K - $376K
|
142K
$10.3M
|
|
|
Jul 31, 2025
Q2 2025
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
601+ 0.7% |
$38.5K - $41.9K
|
86.7K
$6.26M
|
|
|
Jul 31, 2025
Q2 2025
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
911New |
$58.4K - $63.4K
|
911
$65.8K
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
120K+ 39.41% |
$7.68M - $8.35M
|
424K
$30.6M
|
|
|
Jul 30, 2025
Q2 2025
|
Deka Bank Deutsche Girozentrale
|
BUY
|
- |
128+ 0.69% |
$8.2K - $8.91K
|
18.6K
$1.34M
|
|
|
Jul 30, 2025
Q2 2025
|
Securian Asset Management, Inc
|
SELL
|
- |
-100- 0.83% |
$6.41K - $6.96K
|
12K
$866K
|
|
|
Jul 30, 2025
Q2 2025
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
BUY
|
- |
20New |
$1.28K - $1.39K
|
20
$1.44K
|
|
|
Jul 30, 2025
Q2 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
18.3K+ 6.56% |
$1.17M - $1.27M
|
297K
$21.5M
|
|
|
Jul 30, 2025
Q2 2025
|
Probity Advisors, Inc.
Dallas, TX |
SELL
|
- |
-23- 0.53% |
$1.47K - $1.6K
|
4.31K
$311K
|
|
|
Jul 30, 2025
Q2 2025
|
Advantage Trust CO
Salina, KS |
BUY
|
- |
5.25K+ 5250.0% |
$336K - $366K
|
5.35K
$386K
|
|
|
Jul 30, 2025
Q2 2025
|
Retirement Planning Group
|
BUY
|
- |
1.28K+ 6.07% |
$81.9K - $89K
|
22.3K
$1.61M
|
|
|
Jul 30, 2025
Q2 2025
|
Green Square Capital Advisors LLC
|
SELL
|
- |
-1.98K- 6.7% |
$127K - $138K
|
27.6K
$1.99M
|
|
|
Jul 30, 2025
Q2 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-67- 1.76% |
$4.29K - $4.67K
|
3.74K
$270K
|
|
|
Jul 30, 2025
Q2 2025
|
Brookstone Capital Management
|
SELL
|
- |
-2.21K- 7.58% |
$141K - $154K
|
26.9K
$1.94M
|
|
|
Jul 30, 2025
Q2 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-8.24K- 4.54% |
$528K - $574K
|
173K
$12.5M
|
|
|
Jul 30, 2025
Q2 2025
|
First Citizens Bank & Trust CO
|
BUY
|
- |
125KNew |
$7.99M - $8.69M
|
125K
$9.01M
|
|
|
Jul 30, 2025
Q2 2025
|
Schaper Benz & Wise Investment Counsel Inc
|
BUY
|
- |
1.16K+ 0.84% |
$74.1K - $80.5K
|
138K
$9.98M
|
|
|
Jul 30, 2025
Q2 2025
|
Ethic Inc.
New York, NY |
BUY
|
- |
332+ 1.94% |
$21.3K - $23.1K
|
17.4K
$1.26M
|
|
|
Jul 30, 2025
Q2 2025
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
BUY
|
- |
2.93K+ 45.47% |
$188K - $204K
|
9.38K
$677K
|
|
|
Jul 30, 2025
Q2 2025
|
Rnc Capital Management LLC
|
SELL
|
- |
-1.57K- 0.23% |
$101K - $110K
|
692K
$50M
|
|
|
Jul 30, 2025
Q2 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
486New |
$31.1K - $33.8K
|
486
$35.1K
|
|
|
Jul 30, 2025
Q2 2025
|
Turning Point Benefit Group, Inc.
Frederick, MD |
BUY
|
- |
493+ 5.41% |
$31.6K - $34.3K
|
9.61K
$694K
|
|
|
Jul 29, 2025
Q2 2025
|
Activest Wealth Management
|
BUY
|
- |
7New |
$448 - $487
|
7
$505
|
|
|
Jul 29, 2025
Q2 2025
|
Tfc Financial Management
|
BUY
|
- |
1+ 3.13% |
$64.1 - $69.6
|
33
$2.38K
|
|
|
Jul 29, 2025
Q2 2025
|
Oxbow Advisors, LLC
Corpus Christi, TX |
BUY
|
- |
1.71K+ 3.78% |
$110K - $119K
|
47.1K
$3.4M
|
|
|
Jul 29, 2025
Q2 2025
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
BUY
|
- |
1.08K+ 0.89% |
$69.1K - $75.1K
|
122K
$8.79M
|
|
|
Jul 29, 2025
Q2 2025
|
Spirit Of America Management Corp
|
BUY
|
- |
2K+ 23.12% |
$128K - $139K
|
10.7K
$769K
|
|
|
Jul 29, 2025
Q2 2025
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-43- 1.35% |
$2.75K - $2.99K
|
3.14K
$227K
|
|
|
Jul 29, 2025
Q2 2025
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-4.74K- 4.22% |
$304K - $330K
|
108K
$7.77M
|
|
|
Jul 29, 2025
Q2 2025
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
77+ 1.17% |
$4.93K - $5.36K
|
6.68K
$482K
|
|
|
Jul 29, 2025
Q2 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
2.68K+ 26.66% |
$171K - $186K
|
12.7K
$918K
|
|
|
Jul 29, 2025
Q2 2025
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
5.36KNew |
$343K - $373K
|
5.36K
$387K
|
|
|
Jul 29, 2025
Q2 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
328New |
$21K - $22.8K
|
328
$23.7K
|
|
|
Jul 29, 2025
Q2 2025
|
Schnieders Capital Management LLC
|
BUY
|
- |
872+ 4.22% |
$55.9K - $60.7K
|
21.5K
$1.56M
|
|
|
Jul 29, 2025
Q2 2025
|
Crewe Advisors LLC
|
BUY
|
- |
189+ 21.0% |
$12.1K - $13.2K
|
1.09K
$78.6K
|
|
|
Jul 29, 2025
Q2 2025
|
Princeton Global Asset Management LLC
|
BUY
|
- |
195New |
$12.5K - $13.6K
|
195
$14.1K
|
|
|
Jul 28, 2025
Q2 2025
|
Alpine Woods Capital Investors, LLC
|
BUY
|
- |
34.7K+ 228.57% |
$2.22M - $2.42M
|
49.9K
$3.6M
|
|
|
Jul 28, 2025
Q2 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
2.02K+ 11.32% |
$129K - $141K
|
19.8K
$1.43M
|
|
|
Jul 28, 2025
Q2 2025
|
Morningstar Investment Management LLC
Chicago, IL |
BUY
|
- |
3.38KNew |
$216K - $235K
|
3.38K
$244K
|
|
|
Jul 28, 2025
Q2 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 28, 2025
Q2 2025
|
Td Asset Management Inc
|
BUY
|
- |
1.53K+ 1.81% |
$97.9K - $106K
|
85.8K
$6.19M
|
|
|
Jul 28, 2025
Q2 2025
|
Bayforest Capital LTD
London, X0 |
SELL
|
- |
-3.88K- 64.33% |
$248K - $270K
|
2.15K
$155K
|
|
|
Jul 28, 2025
Q2 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
4.25KNew |
$272K - $296K
|
4.25K
$307K
|