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 |
|---|---|---|---|---|---|---|---|
|
Apr 15, 2025
Q1 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
SELL
|
- |
-269- 84.06% |
$16.1K - $18.7K
|
51
$3.51K
|
|
|
Apr 14, 2025
Q1 2025
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
3.51KNew |
$210K - $244K
|
3.51K
$241K
|
|
|
Apr 14, 2025
Q1 2025
|
Umb Bank, N.A.
|
SELL
|
- |
-5.19K- 17.67% |
$311K - $360K
|
24.2K
$1.66M
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
1.16K+ 14.8% |
$69.2K - $80.4K
|
8.97K
$617K
|
|
|
Apr 14, 2025
Q1 2025
|
Wedge Capital Management L L P
|
SELL
|
- |
-7.81K- 3.92% |
$468K - $543K
|
191K
$13.2M
|
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
SELL
|
- |
-11- 34.38% |
$659 - $765
|
21
$1.45K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
3.36K+ 124.33% |
$201K - $234K
|
6.07K
$418K
|
|
|
Apr 14, 2025
Q1 2025
|
Yousif Capital Management, LLC
|
BUY
|
- |
348+ 0.77% |
$20.8K - $24.2K
|
45.8K
$3.15M
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
2.41K+ 32.94% |
$144K - $168K
|
9.73K
$670K
|
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-959K- 98.55% |
$57.5M - $66.7M
|
14.1K
$972K
|
|
|
Apr 11, 2025
Q1 2025
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
5.29K+ 47.9% |
$317K - $368K
|
16.3K
$1.12M
|
|
|
Apr 11, 2025
Q1 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
534+ 3.93% |
$32K - $37.1K
|
14.1K
$971K
|
|
|
Apr 11, 2025
Q1 2025
|
Perkins Coie Trust CO
|
BUY
|
- |
2New |
$120 - $139
|
2
$138
|
|
|
Apr 10, 2025
Q1 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
8New |
$479 - $556
|
8
$550
|
|
|
Apr 10, 2025
Q1 2025
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-28- 0.54% |
$1.68K - $1.95K
|
5.12K
$352K
|
|
|
Apr 10, 2025
Q1 2025
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
6.03K+ 56.37% |
$361K - $419K
|
16.7K
$1.15M
|
|
|
Apr 10, 2025
Q1 2025
|
Viking Fund Management LLC
|
BUY
|
- |
80KNew |
$4.79M - $5.56M
|
80K
$5.5M
|
|
|
Apr 10, 2025
Q1 2025
|
Iams Wealth Management, LLC
Omaha, NE |
SELL
|
- |
-558- 5.27% |
$33.4K - $38.8K
|
10K
$690K
|
|
|
Apr 10, 2025
Q1 2025
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-99- 1.76% |
$5.93K - $6.88K
|
5.51K
$379K
|
|
|
Apr 10, 2025
Q1 2025
|
Retirement Planning Group
|
SELL
|
- |
-3.32K- 13.63% |
$199K - $231K
|
21.1K
$1.45M
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
288+ 6.58% |
$17.3K - $20K
|
4.66K
$321K
|
|
|
Apr 09, 2025
Q1 2025
|
Bank & Trust CO
Litchfield, IL |
SELL
|
- |
-62- 1.53% |
$3.71K - $4.31K
|
3.98K
$274K
|
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
9+ 50.0% |
$539 - $626
|
27
$1.86K
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-9- 1.21% |
$539 - $626
|
732
$50.4K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-358- 87.96% |
$21.4K - $24.9K
|
49
$3.37K
|
|
|
Apr 07, 2025
Q1 2025
|
Goal Vest Advisory LLC
|
BUY
|
- |
3+ 0.06% |
$180 - $209
|
5.1K
$351K
|
|
|
Apr 07, 2025
Q1 2025
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
46.9K+ 30.39% |
$2.81M - $3.26M
|
201K
$13.8M
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
15+ 214.29% |
$899 - $1.04K
|
22
$1.51K
|
|
|
Apr 04, 2025
Q1 2025
|
Quent Capital, LLC
|
SELL
|
- |
-473- 12.81% |
$28.3K - $32.9K
|
3.22K
$221K
|
|
|
Apr 02, 2025
Q1 2025
|
Marcum Wealth, LLC
|
BUY
|
- |
69+ 1.79% |
$4.13K - $4.8K
|
3.92K
$270K
|
|
| Q4 2024 | |||||||
|
Jun 30, 2025
Q4 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-35.8K- 4.56% |
$2.12M - $2.33M
|
750K
$51.6M
|
|
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
8.79K+ 23.98% |
$519K - $572K
|
45.5K
$3.13M
|
|
|
May 30, 2025
Q4 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
612+ 10.03% |
$36.1K - $39.8K
|
6.71K
$462K
|
|
|
May 29, 2025
Q4 2024
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-35.1K- 8.81% |
$2.07M - $2.28M
|
363K
$25M
|
|
|
May 28, 2025
Q4 2024
|
Strs Ohio
|
BUY
|
- |
11K+ 28.06% |
$647K - $713K
|
50K
$3.44M
|
|
|
May 15, 2025
Q4 2024
|
Wpg Advisers, LLC
Baltimore, MD |
BUY
|
- |
8New |
$472 - $520
|
8
$550
|
|
|
Apr 04, 2025
Q4 2024
|
Agh Wealth Advisors, LLC
Wichita, KS |
BUY
|
- |
9.9KNew |
$585K - $644K
|
9.9K
$681K
|
|
|
Apr 01, 2025
Q4 2024
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
142New |
$8.39K - $9.23K
|
142
$9.77K
|
|
|
Mar 21, 2025
Q4 2024
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
288New |
$17K - $18.7K
|
288
$19.8K
|
|
|
Mar 18, 2025
Q4 2024
|
111 Capital
Paris, I0 |
BUY
|
- |
5.54KNew |
$327K - $360K
|
5.54K
$381K
|
|
|
Mar 04, 2025
Q4 2024
|
Dogwood Wealth Management LLC
Lenexa, KS |
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
|
Feb 27, 2025
Q4 2024
|
Reap Financial Group, LLC
Austin, TX |
SELL
|
- |
-182Closed |
$10.7K - $11.8K
|
0
$0
|
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
320New |
$18.9K - $20.8K
|
320
$22K
|
|
|
Feb 18, 2025
Q4 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-42.6K- 77.93% |
$2.52M - $2.77M
|
12.1K
$831K
|
|
|
Feb 14, 2025
Q4 2024
|
Nuveen Asset Management, LLC
Chicago, IL |
SELL
|
- |
-296K- 9.63% |
$17.5M - $19.3M
|
2.78M
$191M
|
|
|
Feb 14, 2025
Q4 2024
|
Axa S.A.
Paris, I0 |
BUY
|
- |
60.3K+ 166.63% |
$3.56M - $3.92M
|
96.4K
$6.64M
|
|
|
Feb 14, 2025
Q4 2024
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
122+ 100.0% |
$7.21K - $7.93K
|
244
$16.8K
|
|
|
Feb 14, 2025
Q4 2024
|
Redwood Investment Management, LLC
Scottsdale, AZ |
SELL
|
- |
-1.79K- 5.39% |
$106K - $116K
|
31.5K
$2.16M
|
|
|
Feb 14, 2025
Q4 2024
|
Public Employees Retirement Association Of Colorado
Denver, CO |
SELL
|
- |
-1.96K- 8.7% |
$116K - $127K
|
20.5K
$1.41M
|
|
|
Feb 14, 2025
Q4 2024
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
3.92KNew |
$232K - $255K
|
3.92K
$270K
|
|