Institutional Ownership Evergy, Inc. (EVRG)
This table provides information about the institutional ownership of Evergy, Inc. (EVRG). We have compiled data on the 801 institutions that hold shares in the stock, with a total of 201 Million shares, which have been reported (via 13F filing form) to have a value of $13.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 12, 2024 Q3 2024 |
10,372
shares
|
$673,868
0.01% of portfolio
|
Q3 2024
Added 43.52%
|
|
|
Moors & Cabot, Inc.
Boston, MA |
Nov 08, 2024 Q3 2024 |
10,306
shares
|
$669,580
0.03% of portfolio
|
Q3 2024
Reduced 1.65%
|
|
|
Amica Mutual Insurance CO
|
Nov 12, 2024 Q3 2024 |
10,201
shares
|
$662,758
0.06% of portfolio
|
Q3 2024
Reduced 12.3%
|
|
|
Pallas Capital Advisors LLC
Braintree, MA |
Jan 13, 2025 Q4 2024 |
10,147
shares
|
$659,250
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
|
$658,665
0.01% of portfolio
|
Q3 2024
Added 40.26%
|
|
|
Janney Montgomery Scott LLC
|
Jan 17, 2025 Q4 2024 |
10,023
shares
|
$651,194
0.0% of portfolio
|
Q4 2024
Added 5.81%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
9,997
shares
|
$649,505
0.01% of portfolio
|
Q4 2023
Added 5.86%
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
9,911
shares
|
$643,917
0.02% of portfolio
|
Q4 2024
Added 5.55%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
9,874
shares
|
$641,513
0.02% of portfolio
|
Q3 2024
Added 50.36%
|
|
|
Crossmark Global Holdings, Inc.
|
Jan 16, 2025 Q4 2024 |
9,757
shares
|
$633,912
0.01% of portfolio
|
Q4 2024
Reduced 0.2%
|
|
|
Smith, Moore & Co.
Clayton, MO |
Nov 12, 2024 Q3 2024 |
9,703
shares
|
$630,403
0.06% of portfolio
|
Q3 2024
Added 2.22%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
9,604
shares
|
$623,971
0.0% of portfolio
|
Q3 2024
Reduced 96.29%
|
|
|
Wellington Management Group LLP
Boston, MA |
Nov 14, 2024 Q3 2024 |
9,397
shares
|
$610,523
0.0% of portfolio
|
Q3 2024
Reduced 96.33%
|
|
|
Steph & CO
|
Jan 14, 2025 Q4 2024 |
9,308
shares
|
$604,740
0.22% of portfolio
|
Q4 2024
Added 7.92%
|
|
|
Sierra Summit Advisors LLC
Incline Village, NV |
Nov 13, 2024 Q3 2024 |
9,216
shares
|
$598,763
0.13% of portfolio
|
Q3 2024
Added 19.97%
|
|
|
Capula Management LTD
Grand Cayman, E9 |
Nov 13, 2024 Q3 2024 |
9,165
shares
|
$595,450
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Choreo, LLC
Minneapolis, MN |
Jan 27, 2025 Q4 2024 |
9,163
shares
|
$595,320
0.01% of portfolio
|
Q4 2024
Reduced 0.91%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Feb 03, 2025 Q4 2024 |
9,135
shares
|
$593,500
0.02% of portfolio
|
Q4 2024
Added 3.57%
|
|
|
Midwest Financial Group LLC
Overland Park, KS |
Jan 21, 2025 Q4 2024 |
9,109
shares
|
$591,811
0.32% of portfolio
|
Q4 2024
Reduced 2.0%
|
|
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
Nov 14, 2024 Q3 2024 |
9,000
shares
|
$584,730
0.03% of portfolio
|
Q2 2018
New holding
|
|
|
Aevitas Wealth Management, Inc.
|
Jan 24, 2023 Q4 2022 |
8,964
shares
|
$582,391
0.33% of portfolio
|
Q4 2022
Reduced 1.03%
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
Nov 12, 2024 Q3 2024 |
8,957
shares
|
$581,936
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Fine Mark National Bank & Trust
Fort Myers, FL |
Nov 13, 2024 Q3 2024 |
8,868
shares
|
$576,153
0.02% of portfolio
|
Q3 2024
Reduced 0.45%
|
|
|
Neos Investment Management LLC
Westport, CT |
Nov 13, 2024 Q3 2024 |
8,700
shares
|
$565,239
0.02% of portfolio
|
Q3 2024
Added 22.95%
|
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Nov 04, 2024 Q3 2024 |
8,679
shares
|
$563,874
0.01% of portfolio
|
Q3 2024
Reduced 5.09%
|