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 |
|---|---|---|---|---|---|---|---|
|
Feb 05, 2025
Q4 2024
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
42.1KNew |
$2.49M - $2.74M
|
42.1K
$2.9M
|
|
|
Feb 05, 2025
Q4 2024
|
Motco
|
SELL
|
- |
-598- 54.51% |
$35.3K - $38.9K
|
499
$34.3K
|
|
|
Feb 04, 2025
Q4 2024
|
Sentry Investment Management LLC
|
SELL
|
- |
-116- 13.99% |
$6.85K - $7.54K
|
713
$49.1K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
1.32K+ 5.53% |
$78.2K - $86.1K
|
25.3K
$1.74M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-264- 3.18% |
$15.6K - $17.2K
|
8.03K
$552K
|
|
|
Jan 31, 2025
Q4 2024
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
498New |
$29.4K - $32.4K
|
498
$34.3K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
655+ 32.22% |
$38.7K - $42.6K
|
2.69K
$185K
|
|
|
Jan 31, 2025
Q4 2024
|
Keene & Associates, Inc.
|
BUY
|
- |
316+ 0.49% |
$18.7K - $20.5K
|
64.2K
$4.42M
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
123+ 15.85% |
$7.26K - $8K
|
899
$61.9K
|
|
|
Jan 30, 2025
Q4 2024
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
58New |
$3.43K - $3.77K
|
58
$3.99K
|
|
|
Jan 29, 2025
Q4 2024
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-500- 3.88% |
$29.5K - $32.5K
|
12.4K
$853K
|
|
|
Jan 29, 2025
Q4 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
8+ 1.73% |
$472 - $520
|
470
$32.3K
|
|
|
Jan 28, 2025
Q4 2024
|
Conning Inc.
|
SELL
|
- |
-243- 0.71% |
$14.4K - $15.8K
|
34K
$2.34M
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
3.47KNew |
$205K - $226K
|
3.47K
$239K
|
|
|
Jan 27, 2025
Q4 2024
|
Hager Investment Management Services, LLC
New London, NH |
BUY
|
- |
3.32KNew |
$196K - $216K
|
3.32K
$228K
|
|
|
Jan 27, 2025
Q4 2024
|
Country Club Bank
|
BUY
|
- |
3.3KNew |
$195K - $214K
|
3.3K
$227K
|
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
510+ 15.31% |
$30.1K - $33.2K
|
3.84K
$264K
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
124New |
$7.32K - $8.06K
|
124
$8.53K
|
|
|
Jan 23, 2025
Q4 2024
|
Old Second National Bank Of Aurora
|
BUY
|
- |
5New |
$295 - $325
|
5
$344
|
|
|
Jan 23, 2025
Q4 2024
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
14New |
$827 - $910
|
14
$963
|
|
|
Jan 22, 2025
Q4 2024
|
Mattern Wealth Management LLC
|
SELL
|
- |
-1.16K- 12.8% |
$68.6K - $75.5K
|
7.91K
$544K
|
|
|
Jan 21, 2025
Q4 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
5.38KNew |
$318K - $349K
|
5.38K
$370K
|
|
|
Jan 21, 2025
Q4 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
1New |
$59.1 - $65
|
1
$68.8
|
|
|
Jan 21, 2025
Q4 2024
|
Dgs Capital Management, LLC
|
BUY
|
- |
1.31K+ 29.13% |
$77.2K - $85K
|
5.79K
$399K
|
|
|
Jan 17, 2025
Q4 2024
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-8- 34.78% |
$472 - $520
|
15
$1.03K
|
|
|
Jan 17, 2025
Q4 2024
|
D.B. Root & Company, LLC
|
SELL
|
- |
-297- 5.66% |
$17.5K - $19.3K
|
4.95K
$341K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-20- 10.2% |
$1.18K - $1.3K
|
176
$12.1K
|
|
|
Jan 15, 2025
Q4 2024
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
1New |
$59.1 - $65
|
1
$68.8
|
|
|
Jan 15, 2025
Q4 2024
|
Trust CO Of Vermont
|
BUY
|
- |
285+ 17.98% |
$16.8K - $18.5K
|
1.87K
$129K
|
|
|
Jan 15, 2025
Q4 2024
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-17- 21.79% |
$1K - $1.11K
|
61
$4.2K
|
|
|
Jan 14, 2025
Q4 2024
|
West Financial Advisors, LLC
|
BUY
|
- |
177New |
$10.5K - $11.5K
|
177
$12.2K
|
|
|
Jan 13, 2025
Q4 2024
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-34- 45.95% |
$2.01K - $2.21K
|
40
$2.75K
|
|
|
Jan 10, 2025
Q4 2024
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
55New |
$3.25K - $3.58K
|
55
$3.78K
|
|
|
Jan 07, 2025
Q4 2024
|
Peoples Bank/Ks
Pratt, KS |
SELL
|
- |
-200- 13.75% |
$11.8K - $13K
|
1.26K
$86.4K
|
|
|
Jan 03, 2025
Q4 2024
|
Everence Capital Management Inc
|
BUY
|
- |
3.72KNew |
$220K - $242K
|
3.72K
$256K
|
|
| Q3 2024 | |||||||
|
May 15, 2025
Q3 2024
|
Rakuten Investment Management, Inc.
Tokyo, M0 |
BUY
|
- |
3.24K+ 33.11% |
$170K - $201K
|
13K
$897K
|
|
|
Nov 15, 2024
Q3 2024
|
Resources Management Corp
West Hartford, CT |
BUY
|
- |
7New |
$367 - $434
|
7
$482
|
|
|
Nov 14, 2024
Q3 2024
|
Aviva PLC
|
BUY
|
- |
3.53KNew |
$185K - $219K
|
3.53K
$243K
|
|
|
Nov 14, 2024
Q3 2024
|
Apg Asset Management N.V.
Amsterdam, P7 |
SELL
|
- |
-182K- 30.75% |
$9.53M - $11.3M
|
409K
$28.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-127K- 55.16% |
$6.67M - $7.88M
|
103K
$7.11M
|
|
|
Nov 14, 2024
Q3 2024
|
Sienna Gestion
Paris, I0 |
BUY
|
- |
11.1KNew |
$583K - $689K
|
11.1K
$764K
|
|
|
Nov 14, 2024
Q3 2024
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
200+ 0.55% |
$10.5K - $12.4K
|
36.8K
$2.53M
|
|
|
Nov 14, 2024
Q3 2024
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
123K+ 657.15% |
$6.43M - $7.6M
|
141K
$9.71M
|
|
|
Nov 14, 2024
Q3 2024
|
Css LLC
Chicago, IL |
BUY
|
- |
14.5KNew |
$759K - $897K
|
14.5K
$995K
|
|
|
Nov 14, 2024
Q3 2024
|
Aquatic Capital Management LLC
Chicago, IL |
SELL
|
- |
-16K- 74.77% |
$839K - $992K
|
5.4K
$372K
|
|
|
Nov 14, 2024
Q3 2024
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-747- 16.77% |
$39.2K - $46.3K
|
3.71K
$255K
|
|
|
Nov 14, 2024
Q3 2024
|
Covalis Capital LLP
London, X0 |
SELL
|
- |
-345K- 75.22% |
$18.1M - $21.4M
|
114K
$7.81M
|
|
|
Nov 14, 2024
Q3 2024
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
SELL
|
- |
-54.6K- 78.85% |
$2.86M - $3.39M
|
14.6K
$1.01M
|
|
|
Nov 14, 2024
Q3 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
SELL
|
- |
-4.02K- 99.5% |
$211K - $249K
|
20
$1.38K
|
|
|
Nov 13, 2024
Q3 2024
|
Northwest Financial Advisors
Herndon, VA |
SELL
|
- |
-5- 0.62% |
$262 - $310
|
800
$55K
|
|