Institutional Ownership Evergy, Inc. (EVRG)
This table provides information about the institutional ownership of Evergy, Inc. (EVRG). We have compiled data on the 906 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 $13.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Coppell Advisory Solutions LLC
Coppell, TX |
May 15, 2025 Q1 2025 |
8,365
shares
|
$564,470
0.08% of portfolio
|
Q1 2025
Reduced 36.32%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
May 15, 2025 Q1 2025 |
8,345
shares
|
$563,120
0.01% of portfolio
|
Q1 2025
Added 86.36%
|
|
|
Alpha Star Capital Management, LLC
|
Apr 30, 2025 Q1 2025 |
8,264
shares
|
$557,654
0.06% of portfolio
|
Q1 2025
Added 0.11%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
May 15, 2025 Q1 2025 |
8,143
shares
|
$549,489
0.04% of portfolio
|
Q1 2025
Added 21.52%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
8,136
shares
|
$549,017
0.0% of portfolio
|
Q1 2025
Added 2.01%
|
|
|
Transcend Capital Advisors, LLC
|
Apr 24, 2025 Q1 2025 |
8,064
shares
|
$544,158
0.04% of portfolio
|
Q1 2025
Added 0.61%
|
|
|
Empirical Finance, LLC
|
May 07, 2025 Q1 2025 |
8,029
shares
|
$541,796
0.03% of portfolio
|
Q1 2025
Added 4.75%
|
|
|
Nicolet Bankshares Inc
Green Bay, WI |
May 14, 2025 Q1 2025 |
8,000
shares
|
$539,840
0.11% of portfolio
|
Q3 2020
New holding
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
7,967
shares
|
$537,613
0.0% of portfolio
|
Q1 2025
Reduced 0.1%
|
|
|
Mattern Wealth Management LLC
|
Apr 23, 2025 Q1 2025 |
7,910
shares
|
$533,766
0.13% of portfolio
|
Q4 2024
Reduced 12.8%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Apr 24, 2025 Q1 2025 |
7,856
shares
|
$530,122
0.05% of portfolio
|
Q1 2025
Reduced 0.66%
|
|
|
Potomac Fund Management Inc /Adv
Miami, FL |
May 14, 2025 Q1 2025 |
7,850
shares
|
$529,718
0.54% of portfolio
|
Q1 2025
Added 8.91%
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
7,775
shares
|
$524,657
0.01% of portfolio
|
Q4 2023
Reduced 6.6%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
May 15, 2025 Q1 2025 |
7,694
shares
|
$519,191
0.0% of portfolio
|
Q1 2025
Added 115.76%
|
|
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
May 15, 2025 Q1 2025 |
7,676
shares
|
$517,976
0.02% of portfolio
|
Q1 2025
Reduced 3.15%
|
|
|
Gf Fund Management Co. Ltd.
Guangzhou, F4 |
Apr 28, 2025 Q1 2025 |
7,640
shares
|
$515,547
0.01% of portfolio
|
Q1 2025
Added 4290.8%
|
|
|
Manning & Napier Advisors LLC
Fairport, NY |
Apr 22, 2025 Q1 2025 |
7,577
shares
|
$511,295
0.01% of portfolio
|
Q1 2025
Reduced 99.61%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
May 12, 2025 Q1 2025 |
7,563
shares
|
$510,351
0.01% of portfolio
|
Q1 2025
Reduced 91.74%
|
|
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
May 14, 2025 Q1 2025 |
7,495
shares
|
$505,762
0.32% of portfolio
|
Q1 2025
Added 0.96%
|
|
|
Jeppson Wealth Management, LLC
|
Apr 24, 2025 Q1 2025 |
7,424
shares
|
$500,971
0.19% of portfolio
|
Q1 2025
Reduced 1.98%
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
7,348
shares
|
$495,843
0.05% of portfolio
|
Q1 2025
Added 834.86%
|
|
|
Northwestern Mutual Investment Management Company, LLC
|
May 14, 2025 Q1 2025 |
7,315
shares
|
$493,616
0.01% of portfolio
|
Q1 2025
Added 0.18%
|
|
|
Exane Derivatives
|
Jul 12, 2022 Q2 2022 |
7,305
shares
|
$492,941
0.3% of portfolio
|
Q2 2022
New holding
|
|
|
Y Intercept (Hong Kong) LTD
|
May 05, 2025 Q1 2025 |
7,281
shares
|
$491,321
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Nomura Holdings Inc
Tokyo, M0 |
May 15, 2025 Q1 2025 |
7,263
shares
|
$490,107
0.0% of portfolio
|
Q1 2025
Reduced 63.09%
|