Institutional Ownership Evergy, Inc. (EVRG)
This table provides information about the institutional ownership of Evergy, Inc. (EVRG). We have compiled data on the 812 institutions that hold shares in the stock, with a total of 202 Million shares, which have been reported (via 13F filing form) to have a value of $13.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ethic Inc.
New York, NY |
Nov 13, 2024 Q3 2024 |
12,038
shares
|
$792,100
0.02% of portfolio
|
Q3 2024
Reduced 1.35%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
11,925
shares
|
$784,665
0.03% of portfolio
|
Q3 2024
Added 12.28%
|
|
|
Maryland State Retirement & Pension System
|
Feb 10, 2025 Q4 2024 |
11,889
shares
|
$782,296
0.02% of portfolio
|
Q4 2024
Reduced 6.54%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
11,854
shares
|
$779,993
0.0% of portfolio
|
Q3 2024
Reduced 13.25%
|
|
|
Gamma Investing LLC
Foster City, CA |
Jan 02, 2025 Q4 2024 |
11,794
shares
|
$776,045
0.06% of portfolio
|
Q4 2024
Added 14.36%
|
|
|
Miller Howard Investments Inc
|
Jan 28, 2025 Q4 2024 |
11,741
shares
|
$772,557
0.02% of portfolio
|
Q4 2024
Added 1.4%
|
|
|
Moody National Bank Trust Division
|
Jan 13, 2025 Q4 2024 |
11,466
shares
|
$754,462
0.08% of portfolio
|
Q4 2024
Reduced 3.33%
|
|
|
Aviso Financial Inc.
Toronto, A6 |
Feb 10, 2025 Q4 2024 |
11,423
shares
|
$751,633
0.04% of portfolio
|
Q4 2024
Reduced 0.58%
|
|
|
Gibson Wealth Advisors LLC
Tyler, TX |
Nov 05, 2024 Q3 2024 |
11,400
shares
|
$750,120
0.58% of portfolio
|
Q1 2024
Reduced 98.41%
|
|
|
Schonfeld Strategic Advisors LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
11,169
shares
|
$734,920
0.01% of portfolio
|
Q3 2024
Reduced 81.35%
|
|
|
Sienna Gestion
Paris, I0 |
Feb 10, 2025 Q4 2024 |
11,104
shares
|
$730,643
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
11,062
shares
|
$727,879
0.0% of portfolio
|
Q3 2023
Reduced 7.63%
|
|
|
Davis Capital Management
Jacksonville, FL |
Jan 17, 2025 Q4 2024 |
11,048
shares
|
$726,958
0.55% of portfolio
|
Q4 2024
New holding
|
|
|
Meeder Advisory Services, Inc.
Dublin, OH |
Nov 07, 2024 Q3 2024 |
11,029
shares
|
$725,708
0.04% of portfolio
|
Q3 2024
Added 28.9%
|
|
|
New Mexico Educational Retirement Board
|
Jan 30, 2025 Q4 2024 |
10,950
shares
|
$720,510
0.02% of portfolio
|
Q4 2024
Reduced 2.67%
|
|
|
Sherbrooke Park Advisers LLC
White Plains, NY |
Nov 14, 2024 Q3 2024 |
10,815
shares
|
$711,627
0.15% of portfolio
|
Q3 2024
Reduced 37.6%
|
|
|
Hennion & Walsh Asset Management, Inc.
|
Jan 14, 2025 Q4 2024 |
10,692
shares
|
$703,533
0.03% of portfolio
|
Q4 2024
Added 23.07%
|
|
|
Blair William & CO
Chicago, IL |
Nov 12, 2024 Q3 2024 |
10,611
shares
|
$698,203
0.0% of portfolio
|
Q3 2024
Reduced 0.91%
|
|
|
Iams Wealth Management, LLC
Omaha, NE |
Jan 23, 2025 Q4 2024 |
10,590
shares
|
$696,822
0.3% of portfolio
|
Q4 2024
Reduced 0.53%
|
|
|
Verity Asset Management, Inc.
Durham, NC |
Jan 24, 2025 Q4 2024 |
10,521
shares
|
$692,281
0.36% of portfolio
|
Q4 2024
Added 11.94%
|
|
|
Independent Advisor Alliance
|
Feb 07, 2025 Q4 2024 |
10,509
shares
|
$691,492
0.01% of portfolio
|
Q4 2024
Reduced 57.08%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 12, 2024 Q3 2024 |
10,372
shares
|
$682,477
0.01% of portfolio
|
Q3 2024
Added 43.52%
|
|
|
Amica Mutual Insurance CO
|
Nov 12, 2024 Q3 2024 |
10,201
shares
|
$671,225
0.06% of portfolio
|
Q3 2024
Reduced 12.3%
|
|
|
Pallas Capital Advisors LLC
Braintree, MA |
Jan 13, 2025 Q4 2024 |
10,147
shares
|
$667,672
0.03% of portfolio
|
Q4 2024
Added 5.14%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Nov 05, 2024 Q3 2024 |
10,138
shares
|
$667,080
0.01% of portfolio
|
Q3 2024
Added 40.26%
|