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 22, 2025
Q2 2025
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-12.9K- 80.43% |
$824K - $895K
|
3.13K
$226K
|
|
|
Jul 22, 2025
Q2 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-2.22K- 17.93% |
$142K - $155K
|
10.2K
$735K
|
|
|
Jul 21, 2025
Q2 2025
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
159+ 3.76% |
$10.2K - $11.1K
|
4.39K
$317K
|
|
|
Jul 21, 2025
Q2 2025
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
2.25K+ 8.47% |
$144K - $157K
|
28.8K
$2.08M
|
|
|
Jul 21, 2025
Q2 2025
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
74.5KNew |
$4.77M - $5.19M
|
74.5K
$5.38M
|
|
|
Jul 21, 2025
Q2 2025
|
Cromwell Holdings LLC
Jackson, WY |
BUY
|
- |
40+ 5.46% |
$2.56K - $2.79K
|
772
$55.7K
|
|
|
Jul 21, 2025
Q2 2025
|
Quent Capital, LLC
|
BUY
|
- |
14+ 0.43% |
$897 - $975
|
3.23K
$233K
|
|
|
Jul 21, 2025
Q2 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
197K+ 159.24% |
$12.6M - $13.7M
|
321K
$23.2M
|
|
|
Jul 21, 2025
Q2 2025
|
Vaughan Nelson Investment Management, L.P.
|
SELL
|
- |
-17.2K- 2.95% |
$1.1M - $1.2M
|
567K
$40.9M
|
|
|
Jul 21, 2025
Q2 2025
|
Franklin Street Advisors Inc
|
BUY
|
- |
87.6KNew |
$5.61M - $6.1M
|
87.6K
$6.33M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
652+ 16.8% |
$41.8K - $45.4K
|
4.53K
$327K
|
|
|
Jul 21, 2025
Q2 2025
|
Gf Fund Management Co. Ltd.
Guangzhou, F4 |
SELL
|
- |
-7.47K- 97.76% |
$478K - $520K
|
171
$12.3K
|
|
|
Jul 18, 2025
Q2 2025
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
BUY
|
- |
5.14KNew |
$329K - $358K
|
5.14K
$371K
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
517K+ 2959.69% |
$33.1M - $36M
|
535K
$38.6M
|
|
|
Jul 18, 2025
Q2 2025
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
923+ 31.2% |
$59.1K - $64.3K
|
3.88K
$280K
|
|
|
Jul 18, 2025
Q2 2025
|
Rogco, LP
Claremore, OK |
BUY
|
- |
158+ 16.42% |
$10.1K - $11K
|
1.12K
$80.9K
|
|
|
Jul 18, 2025
Q2 2025
|
Trilogy Capital Inc.
|
BUY
|
- |
708+ 1.5% |
$45.4K - $49.3K
|
47.9K
$3.46M
|
|
|
Jul 18, 2025
Q2 2025
|
First Pacific Financial
|
BUY
|
- |
50New |
$3.2K - $3.48K
|
50
$3.61K
|
|
|
Jul 18, 2025
Q2 2025
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
5.22K+ 98.69% |
$334K - $363K
|
10.5K
$758K
|
|
|
Jul 18, 2025
Q2 2025
|
Robeco Institutional Asset Management B.V.
|
BUY
|
- |
24.9K+ 101.31% |
$1.6M - $1.73M
|
49.5K
$3.57M
|
|
|
Jul 18, 2025
Q2 2025
|
Brookmont Capital Management
Dallas, TX |
SELL
|
- |
-454- 2.58% |
$29.1K - $31.6K
|
17.2K
$1.24M
|
|
|
Jul 18, 2025
Q2 2025
|
Churchill Management Corp
|
BUY
|
- |
6.99K+ 4.98% |
$448K - $487K
|
147K
$10.6M
|
|
|
Jul 18, 2025
Q2 2025
|
Trust CO Of Kansas
Wichita, KS |
SELL
|
- |
-200- 5.09% |
$12.8K - $13.9K
|
3.73K
$269K
|
|
|
Jul 17, 2025
Q2 2025
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
4.01K+ 14.14% |
$257K - $279K
|
32.3K
$2.34M
|
|
|
Jul 17, 2025
Q2 2025
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
3.27K+ 1.47% |
$209K - $228K
|
226K
$16.3M
|
|
|
Jul 17, 2025
Q2 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
32New |
$2.05K - $2.23K
|
32
$2.31K
|
|
|
Jul 17, 2025
Q2 2025
|
City Holding CO
|
SELL
|
- |
-450- 55.69% |
$28.8K - $31.3K
|
358
$25.9K
|
|
|
Jul 17, 2025
Q2 2025
|
Walker Asset Management, LLC
|
BUY
|
- |
35+ 0.79% |
$2.24K - $2.44K
|
4.47K
$323K
|
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
13K+ 6.04% |
$832K - $904K
|
228K
$16.5M
|
|
|
Jul 17, 2025
Q2 2025
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
277+ 7.25% |
$17.7K - $19.3K
|
4.1K
$296K
|
|
|
Jul 17, 2025
Q2 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
141+ 1.61% |
$9.03K - $9.82K
|
8.91K
$644K
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-98- 0.98% |
$6.28K - $6.82K
|
9.94K
$718K
|
|
|
Jul 17, 2025
Q2 2025
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
375+ 10.7% |
$24K - $26.1K
|
3.88K
$280K
|
|
|
Jul 17, 2025
Q2 2025
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
300+ 8.33% |
$19.2K - $20.9K
|
3.9K
$282K
|
|
|
Jul 17, 2025
Q2 2025
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
1+ 0.57% |
$64.1 - $69.6
|
176
$12.7K
|
|
|
Jul 17, 2025
Q2 2025
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
74New |
$4.74K - $5.15K
|
74
$5.34K
|
|
|
Jul 17, 2025
Q2 2025
|
Mattern Wealth Management LLC
|
BUY
|
- |
1+ 0.01% |
$64.1 - $69.6
|
7.91K
$571K
|
|
|
Jul 17, 2025
Q2 2025
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
14+ 0.4% |
$897 - $975
|
3.5K
$252K
|
|
|
Jul 17, 2025
Q2 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
2+ 10.0% |
$128 - $139
|
22
$1.59K
|
|
|
Jul 17, 2025
Q2 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
119+ 2.76% |
$7.62K - $8.29K
|
4.43K
$320K
|
|
|
Jul 16, 2025
Q2 2025
|
Patton Fund Management, Inc.
|
BUY
|
- |
48.6KNew |
$3.11M - $3.38M
|
48.6K
$3.51M
|
|
|
Jul 16, 2025
Q2 2025
|
Dakota Wealth Management
|
BUY
|
- |
36.7KNew |
$2.35M - $2.56M
|
36.7K
$2.65M
|
|
|
Jul 16, 2025
Q2 2025
|
Steph & CO
|
SELL
|
- |
-97- 1.11% |
$6.21K - $6.76K
|
8.63K
$623K
|
|
|
Jul 16, 2025
Q2 2025
|
Hartford Investment Management CO
|
SELL
|
- |
-118- 0.84% |
$7.56K - $8.22K
|
13.9K
$1M
|
|
|
Jul 16, 2025
Q2 2025
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-1.14K- 2.28% |
$72.7K - $79K
|
48.6K
$3.51M
|
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
52+ 0.81% |
$3.33K - $3.62K
|
6.51K
$470K
|
|
|
Jul 16, 2025
Q2 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
38+ 380.0% |
$2.43K - $2.65K
|
48
$3.47K
|
|
|
Jul 15, 2025
Q2 2025
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-13- 0.07% |
$833 - $905
|
17.6K
$1.27M
|
|
|
Jul 15, 2025
Q2 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-9- 39.13% |
$577 - $627
|
14
$1.01K
|
|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
BUY
|
- |
25.6K+ 136.46% |
$1.64M - $1.78M
|
44.4K
$3.2M
|