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 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
30+ 2.2% |
$1.92K - $2.09K
|
1.39K
$101K
|
|
|
Jul 28, 2025
Q2 2025
|
New York State Teachers Retirement System
|
BUY
|
- |
132+ 0.07% |
$8.46K - $9.19K
|
194K
$14M
|
|
|
Jul 28, 2025
Q2 2025
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
28.8K+ 4.23% |
$1.85M - $2.01M
|
710K
$51.3M
|
|
|
Jul 25, 2025
Q2 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
8New |
$512 - $557
|
8
$578
|
|
|
Jul 25, 2025
Q2 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-633- 5.13% |
$40.5K - $44.1K
|
11.7K
$845K
|
|
|
Jul 25, 2025
Q2 2025
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
2.84K+ 5.66% |
$182K - $198K
|
53.1K
$3.83M
|
|
|
Jul 25, 2025
Q2 2025
|
Advocate Group LLC
|
BUY
|
- |
6.43K+ 4.61% |
$412K - $448K
|
146K
$10.5M
|
|
|
Jul 25, 2025
Q2 2025
|
Meritage Portfolio Management
|
SELL
|
- |
-1.92K- 2.64% |
$123K - $133K
|
70.5K
$5.09M
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
SELL
|
- |
-4.85K- 1.63% |
$310K - $338K
|
293K
$21.2M
|
|
|
Jul 25, 2025
Q2 2025
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-25.8K- 50.23% |
$1.65M - $1.8M
|
25.6K
$1.85M
|
|
|
Jul 25, 2025
Q2 2025
|
Gw Henssler & Associates LTD
|
BUY
|
- |
5.77K+ 1.52% |
$369K - $402K
|
385K
$27.8M
|
|
|
Jul 25, 2025
Q2 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
100+ 1.41% |
$6.41K - $6.96K
|
7.17K
$518K
|
|
|
Jul 25, 2025
Q2 2025
|
Yousif Capital Management, LLC
|
BUY
|
- |
1.22K+ 2.66% |
$78K - $84.8K
|
47K
$3.4M
|
|
|
Jul 25, 2025
Q2 2025
|
Heartland Bank & Trust CO
|
SELL
|
- |
-252- 2.86% |
$16.1K - $17.5K
|
8.56K
$618K
|
|
|
Jul 25, 2025
Q2 2025
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
100+ 0.51% |
$6.41K - $6.96K
|
19.8K
$1.43M
|
|
|
Jul 25, 2025
Q2 2025
|
North Rock Partners, LLC
|
BUY
|
- |
352+ 7.52% |
$22.5K - $24.5K
|
5.04K
$364K
|
|
|
Jul 25, 2025
Q2 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
123K+ 3162.94% |
$7.9M - $8.59M
|
127K
$9.19M
|
|
|
Jul 24, 2025
Q2 2025
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-117- 1.31% |
$7.5K - $8.15K
|
8.83K
$637K
|
|
|
Jul 24, 2025
Q2 2025
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
5.99KNew |
$384K - $417K
|
5.99K
$433K
|
|
|
Jul 24, 2025
Q2 2025
|
Gfg Capital, LLC
|
BUY
|
- |
79New |
$5.06K - $5.5K
|
79
$5.7K
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
226+ 5.93% |
$14.5K - $15.7K
|
4.04K
$292K
|
|
|
Jul 24, 2025
Q2 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-94- 6.53% |
$6.02K - $6.55K
|
1.35K
$97.1K
|
|
|
Jul 24, 2025
Q2 2025
|
Abrdn PLC
|
BUY
|
- |
27.3K+ 58.42% |
$1.75M - $1.9M
|
74K
$5.34M
|
|
|
Jul 24, 2025
Q2 2025
|
Conning Inc.
|
SELL
|
- |
-55- 0.16% |
$3.52K - $3.83K
|
34K
$2.45M
|
|
|
Jul 24, 2025
Q2 2025
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
5New |
$320 - $348
|
5
$361
|
|
|
Jul 24, 2025
Q2 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
5+ 4.46% |
$320 - $348
|
117
$8.45K
|
|
|
Jul 24, 2025
Q2 2025
|
Inspire Investing, LLC
Meridian, ID |
BUY
|
- |
413+ 1.65% |
$26.5K - $28.8K
|
25.5K
$1.84M
|
|
|
Jul 24, 2025
Q2 2025
|
Financial Connections Group, Inc.
|
BUY
|
- |
136New |
$8.71K - $9.47K
|
136
$9.82K
|
|
|
Jul 24, 2025
Q2 2025
|
Hemington Wealth Management
|
BUY
|
- |
40+ 8.06% |
$2.56K - $2.79K
|
536
$38.7K
|
|
|
Jul 24, 2025
Q2 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
1.37K+ 29.39% |
$87.4K - $95.1K
|
6.01K
$434K
|
|
|
Jul 24, 2025
Q2 2025
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
47+ 1.0% |
$3.01K - $3.27K
|
4.76K
$344K
|
|
|
Jul 23, 2025
Q2 2025
|
Shell Asset Management CO
The Hague, P7 |
BUY
|
- |
5.45K+ 61.59% |
$349K - $380K
|
14.3K
$1.03M
|
|
|
Jul 23, 2025
Q2 2025
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
19New |
$1.22K - $1.32K
|
19
$1.37K
|
|
|
Jul 23, 2025
Q2 2025
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-300- 2.42% |
$19.2K - $20.9K
|
12.1K
$874K
|
|
|
Jul 23, 2025
Q2 2025
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-484- 12.98% |
$31K - $33.7K
|
3.25K
$234K
|
|
|
Jul 23, 2025
Q2 2025
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
1+ 1.22% |
$64.1 - $69.6
|
83
$5.99K
|
|
|
Jul 23, 2025
Q2 2025
|
Maryland State Retirement & Pension System
|
BUY
|
- |
779+ 7.48% |
$49.9K - $54.2K
|
11.2K
$808K
|
|
|
Jul 23, 2025
Q2 2025
|
Optas, LLC
|
BUY
|
- |
3.25KNew |
$208K - $226K
|
3.25K
$234K
|
|
|
Jul 23, 2025
Q2 2025
|
Wespac Advisors, LLC
|
SELL
|
- |
-366- 2.57% |
$23.4K - $25.5K
|
13.9K
$1M
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
BUY
|
- |
1.87K+ 4.92% |
$120K - $130K
|
39.9K
$2.88M
|
|
|
Jul 23, 2025
Q2 2025
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
20.3KNew |
$1.3M - $1.41M
|
20.3K
$1.47M
|
|
|
Jul 22, 2025
Q2 2025
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
SELL
|
- |
-500- 1.51% |
$32K - $34.8K
|
32.5K
$2.35M
|
|
|
Jul 22, 2025
Q2 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
BUY
|
- |
6+ 200.0% |
$384 - $418
|
9
$650
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
1.06K+ 10.89% |
$67.9K - $73.8K
|
10.8K
$779K
|
|
|
Jul 22, 2025
Q2 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
7+ 175.0% |
$448 - $487
|
11
$794
|
|
|
Jul 22, 2025
Q2 2025
|
Valley National Advisers Inc
|
SELL
|
- |
-2- 0.66% |
$128 - $139
|
301
$21.7K
|
|
|
Jul 22, 2025
Q2 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
11.3KNew |
$723K - $786K
|
11.3K
$815K
|
|
|
Jul 22, 2025
Q2 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
593+ 13.43% |
$38K - $41.3K
|
5.01K
$362K
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
449+ 9.63% |
$28.8K - $31.3K
|
5.11K
$369K
|
|
|
Jul 22, 2025
Q2 2025
|
Foresight Capital Management Advisors, Inc.
|
BUY
|
- |
1.59K+ 3.64% |
$102K - $110K
|
45.1K
$3.26M
|