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 |
|---|---|---|---|---|---|
|
Evergreen Capital Management LLC
Bellevue, WA |
Nov 14, 2024 Q3 2024 |
7,560
shares
|
$497,448
0.02% of portfolio
|
Q2 2024
Added 16.99%
|
|
|
Coldstream Capital Management Inc
|
Nov 15, 2024 Q3 2024 |
7,449
shares
|
$490,144
0.01% of portfolio
|
Q3 2024
Added 2.13%
|
|
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
Nov 13, 2024 Q3 2024 |
7,436
shares
|
$489,288
0.02% of portfolio
|
Q2 2024
Reduced 2.67%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Nov 14, 2024 Q3 2024 |
7,425
shares
|
$488,565
0.01% of portfolio
|
Q3 2024
Added 8.36%
|
|
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
Nov 14, 2024 Q3 2024 |
7,346
shares
|
$483,366
0.26% of portfolio
|
Q3 2024
Added 1.03%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jan 15, 2025 Q4 2024 |
7,322
shares
|
$481,787
0.01% of portfolio
|
Q4 2024
Added 2.55%
|
|
|
Exane Derivatives
|
Jul 12, 2022 Q2 2022 |
7,305
shares
|
$480,669
0.3% of portfolio
|
Q2 2022
New holding
|
|
|
Northwestern Mutual Investment Management Company, LLC
|
Feb 11, 2025 Q4 2024 |
7,302
shares
|
$480,471
0.01% of portfolio
|
Q4 2024
Added 0.18%
|
|
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
Nov 12, 2024 Q3 2024 |
7,171
shares
|
$471,851
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Jan 16, 2025 Q4 2024 |
7,089
shares
|
$466,456
0.02% of portfolio
|
Q4 2024
Added 13.51%
|
|
|
Ti Trust, Inc
|
Jan 21, 2025 Q4 2024 |
7,047
shares
|
$463,692
0.29% of portfolio
|
Q1 2024
New holding
|
|
|
Summit Trail Advisors, LLC
New York, NY |
Jan 29, 2025 Q4 2024 |
6,915
shares
|
$455,007
0.02% of portfolio
|
Q4 2024
Added 46.5%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
6,909
shares
|
$454,612
0.03% of portfolio
|
Q3 2024
Reduced 7.12%
|
|
|
Evoke Wealth, LLC
|
Feb 10, 2025 Q4 2024 |
6,772
shares
|
$445,597
0.01% of portfolio
|
Q4 2024
Added 1.17%
|
|
|
Kornitzer Capital Management Inc
|
Jan 31, 2025 Q4 2024 |
6,579
shares
|
$432,898
0.01% of portfolio
|
Q1 2024
Reduced 1.35%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
6,572
shares
|
$432,437
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 15, 2024 Q3 2024 |
6,494
shares
|
$427,305
0.02% of portfolio
|
Q3 2024
Added 14.86%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Feb 10, 2025 Q4 2024 |
6,421
shares
|
$422,501
0.01% of portfolio
|
Q4 2024
Reduced 1.92%
|
|
|
Sound View Wealth Advisors Group, LLC
|
Feb 07, 2025 Q4 2024 |
6,372
shares
|
$419,277
0.03% of portfolio
|
Q3 2024
Added 58.31%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
6,252
shares
|
$411,381
0.0% of portfolio
|
Q3 2024
Added 5.02%
|
|
|
Sage Mountain Advisors LLC
|
Feb 07, 2025 Q4 2024 |
6,251
shares
|
$411,315
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Redpoint Investment Management Pty LTD
|
Oct 14, 2022 Q3 2022 |
6,224
shares
|
$409,539
0.05% of portfolio
|
Q3 2022
Reduced 3.67%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2024 Q3 2024 |
6,194
shares
|
$407,565
0.0% of portfolio
|
Q3 2024
Added 1.44%
|
|
|
Financial Advisory Service, Inc.
|
Oct 17, 2024 Q3 2024 |
6,180
shares
|
$406,644
0.03% of portfolio
|
Q3 2024
Added 0.67%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 06, 2024 Q3 2024 |
6,167
shares
|
$405,788
0.0% of portfolio
|
Q3 2024
Reduced 5.14%
|