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 |
|---|---|---|---|---|---|---|---|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
482+ 6.01% |
$28.9K - $33.5K
|
8.5K
$585K
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
1.28K+ 6.24% |
$76.5K - $88.8K
|
21.8K
$1.5M
|
|
|
May 06, 2025
Q1 2025
|
Trilogy Capital Inc.
|
BUY
|
- |
14.2K+ 43.12% |
$852K - $989K
|
47.2K
$3.25M
|
|
|
May 06, 2025
Q1 2025
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
BUY
|
- |
6.45KNew |
$386K - $448K
|
6.45K
$444K
|
|
|
May 05, 2025
Q1 2025
|
Pictet Asset Management Holding Sa
Carouge, V8 |
SELL
|
- |
-6.39K- 9.55% |
$382K - $444K
|
60.5K
$4.16M
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
1.02K+ 6.0% |
$61.2K - $71K
|
18K
$1.24M
|
|
|
May 05, 2025
Q1 2025
|
Financial Advisory Service, Inc.
|
BUY
|
- |
39+ 0.63% |
$2.34K - $2.71K
|
6.26K
$431K
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
396+ 9.51% |
$23.7K - $27.5K
|
4.56K
$314K
|
|
|
May 05, 2025
Q1 2025
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
SELL
|
- |
-38- 3.75% |
$2.28K - $2.64K
|
976
$67.2K
|
|
|
May 05, 2025
Q1 2025
|
High Point Advisor Group LLC
Downers Grove, IL |
SELL
|
- |
-1.09K- 10.49% |
$65.2K - $75.7K
|
9.29K
$639K
|
|
|
May 05, 2025
Q1 2025
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
65+ 1.9% |
$3.89K - $4.52K
|
3.48K
$240K
|
|
|
May 05, 2025
Q1 2025
|
Kayne Anderson Capital Advisors LP
|
BUY
|
- |
75.9KNew |
$4.54M - $5.27M
|
75.9K
$5.22M
|
|
|
May 05, 2025
Q1 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
47+ 1.32% |
$2.82K - $3.27K
|
3.6K
$248K
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
4.23K+ 25.57% |
$253K - $294K
|
20.8K
$1.43M
|
|
|
May 05, 2025
Q1 2025
|
Edgemoor Investment Advisors, Inc.
|
BUY
|
- |
2.99K+ 3.82% |
$179K - $208K
|
81.1K
$5.58M
|
|
|
May 05, 2025
Q1 2025
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
7+ 3.85% |
$419 - $487
|
189
$13K
|
|
|
May 05, 2025
Q1 2025
|
Horizon Investment Services, LLC
Hammond, IN |
BUY
|
- |
63+ 1.49% |
$3.77K - $4.38K
|
4.3K
$296K
|
|
|
May 05, 2025
Q1 2025
|
Twin Capital Management Inc
|
SELL
|
- |
-1.52K- 3.97% |
$91.1K - $106K
|
36.8K
$2.53M
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-6.1K- 61.55% |
$365K - $424K
|
3.81K
$262K
|
|
|
May 05, 2025
Q1 2025
|
Rocky Mountain Advisers, LLC
|
SELL
|
- |
-45- 5.34% |
$2.7K - $3.13K
|
797
$54.8K
|
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
BUY
|
- |
6.56K+ 834.86% |
$393K - $456K
|
7.35K
$506K
|
|
|
May 05, 2025
Q1 2025
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
- |
-11.5K- 1.65% |
$686K - $796K
|
681K
$46.9M
|
|
|
May 05, 2025
Q1 2025
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
BUY
|
- |
765+ 4.5% |
$45.8K - $53.2K
|
17.8K
$1.22M
|
|
|
May 05, 2025
Q1 2025
|
Los Angeles Capital Management LLC
|
SELL
|
- |
-478K- 73.12% |
$28.7M - $33.3M
|
176K
$12.1M
|
|
|
May 05, 2025
Q1 2025
|
Garner Asset Management Corp
|
SELL
|
- |
-192- 3.5% |
$11.5K - $13.3K
|
5.3K
$364K
|
|
|
May 05, 2025
Q1 2025
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
7.28KNew |
$436K - $506K
|
7.28K
$501K
|
|
|
May 02, 2025
Q1 2025
|
Massachusetts Financial Services CO
Boston, MA |
BUY
|
- |
189K+ 86.54% |
$11.3M - $13.2M
|
408K
$28.1M
|
|
|
May 02, 2025
Q1 2025
|
First Command Advisory Services, Inc.
|
BUY
|
- |
720+ 216.87% |
$43.1K - $50.1K
|
1.05K
$72.4K
|
|
|
May 02, 2025
Q1 2025
|
Lord & Richards Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
31New |
$1.86K - $2.16K
|
31
$2.13K
|
|
|
May 02, 2025
Q1 2025
|
Cornercap Investment Counsel Inc
Atlanta, GA |
BUY
|
- |
11.3KNew |
$678K - $787K
|
11.3K
$779K
|
|
|
May 02, 2025
Q1 2025
|
Wealthfront Advisers LLC
|
BUY
|
- |
72.2K+ 95.91% |
$4.33M - $5.02M
|
148K
$10.2M
|
|
|
May 02, 2025
Q1 2025
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
69+ 1.98% |
$4.13K - $4.8K
|
3.55K
$245K
|
|
|
May 02, 2025
Q1 2025
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-742- 11.87% |
$44.4K - $51.6K
|
5.51K
$379K
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
SELL
|
- |
-5.95K- 64.22% |
$357K - $414K
|
3.32K
$228K
|
|
|
May 02, 2025
Q1 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
7.96K+ 2.94% |
$477K - $553K
|
279K
$19.2M
|
|
|
May 02, 2025
Q1 2025
|
Victory Capital Management Inc
|
BUY
|
- |
229K+ 15.8% |
$13.7M - $15.9M
|
1.68M
$116M
|
|
|
May 02, 2025
Q1 2025
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-1.3K- 1.02% |
$77.8K - $90.2K
|
126K
$8.7M
|
|
|
May 02, 2025
Q1 2025
|
Bailard, Inc.
|
SELL
|
- |
-1.04K- 2.27% |
$62.4K - $72.4K
|
44.8K
$3.08M
|
|
|
May 02, 2025
Q1 2025
|
Commerzbank Aktiengesellschaft
|
BUY
|
- |
3.24KNew |
$194K - $225K
|
3.24K
$223K
|
|
|
May 02, 2025
Q1 2025
|
Jennison Associates LLC
|
BUY
|
- |
174K+ 11.2% |
$10.4M - $12.1M
|
1.73M
$119M
|
|
|
May 01, 2025
Q1 2025
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
3.68KNew |
$221K - $256K
|
3.68K
$253K
|
|
|
May 01, 2025
Q1 2025
|
New York State Common Retirement Fund
|
SELL
|
- |
-3.5K- 0.88% |
$210K - $243K
|
395K
$27.2M
|
|
|
May 01, 2025
Q1 2025
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-18.1K- 13.88% |
$1.08M - $1.26M
|
112K
$7.73M
|
|
|
May 01, 2025
Q1 2025
|
Arizona State Retirement System
|
SELL
|
- |
-294- 0.44% |
$17.6K - $20.4K
|
66.5K
$4.57M
|
|
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
BUY
|
- |
3.77KNew |
$226K - $262K
|
3.77K
$259K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
SELL
|
- |
-8.72K- 2.84% |
$522K - $606K
|
298K
$20.5M
|
|
|
May 01, 2025
Q1 2025
|
Oxbow Advisors, LLC
Corpus Christi, TX |
BUY
|
- |
1K+ 2.26% |
$60.1K - $69.8K
|
45.4K
$3.12M
|
|
|
May 01, 2025
Q1 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
842New |
$50.4K - $58.5K
|
842
$57.9K
|
|
|
May 01, 2025
Q1 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
467New |
$28K - $32.5K
|
467
$32.1K
|
|
|
May 01, 2025
Q1 2025
|
Asset Dedication, LLC
|
BUY
|
- |
14+ 1.61% |
$839 - $973
|
886
$61K
|