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 |
|---|---|---|---|---|---|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2024 Q3 2024 |
6,194
shares
|
$402,424
0.0% of portfolio
|
Q3 2024
Added 1.44%
|
|
|
Financial Advisory Service, Inc.
|
Oct 17, 2024 Q3 2024 |
6,180
shares
|
$401,514
0.03% of portfolio
|
Q3 2024
Added 0.67%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 06, 2024 Q3 2024 |
6,167
shares
|
$400,669
0.0% of portfolio
|
Q3 2024
Reduced 5.14%
|
|
|
Regentatlantic Capital LLC
Morristown, NJ |
Nov 14, 2022 Q3 2022 |
6,165
shares
|
$400,540
0.01% of portfolio
|
Q3 2022
Added 4.49%
|
|
|
Westwood Holdings Group Inc
Dallas, TX |
Nov 14, 2024 Q3 2024 |
6,076
shares
|
$394,757
0.0% of portfolio
|
Q1 2024
Added 8.31%
|
|
|
Waterfront Wealth Inc.
|
Feb 03, 2025 Q4 2024 |
6,041
shares
|
$392,483
0.1% of portfolio
|
Q2 2024
Reduced 6.21%
|
|
|
Uncommon Cents Investing LLC
|
Jan 16, 2025 Q4 2024 |
5,940
shares
|
$385,921
0.11% of portfolio
|
Q4 2024
Reduced 0.59%
|
|
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
Jan 24, 2025 Q4 2024 |
5,917
shares
|
$384,427
0.01% of portfolio
|
Q1 2024
Added 7.52%
|
|
|
Keybank National Association
|
Feb 06, 2025 Q4 2024 |
5,900
shares
|
$383,323
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
Nov 13, 2024 Q3 2024 |
5,900
shares
|
$383,323
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Forvis Wealth Advisors, LLC
|
Feb 03, 2025 Q4 2024 |
5,877
shares
|
$381,828
0.01% of portfolio
|
Q3 2024
Reduced 2.49%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Nov 14, 2024 Q3 2024 |
5,840
shares
|
$379,424
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Garner Asset Management Corp
|
Nov 12, 2024 Q3 2024 |
5,831
shares
|
$378,840
0.16% of portfolio
|
Q2 2024
Added 0.1%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
5,815
shares
|
$377,800
0.01% of portfolio
|
Q3 2024
Reduced 5.45%
|
|
|
Dgs Capital Management, LLC
|
Jan 21, 2025 Q4 2024 |
5,794
shares
|
$376,436
0.09% of portfolio
|
Q4 2024
Added 29.13%
|
|
|
Kcm Investment Advisors LLC
Greenbrae, CA |
Nov 06, 2024 Q3 2024 |
5,736
shares
|
$372,667
0.01% of portfolio
|
Q3 2024
Reduced 6.31%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Nov 25, 2024 Q3 2024 |
5,715
shares
|
$371,303
0.01% of portfolio
|
Q3 2024
Added 3.85%
|
|
|
Naples Global Advisors, LLC
Naples, FL |
Jan 29, 2025 Q4 2024 |
5,613
shares
|
$364,676
0.03% of portfolio
|
Q4 2024
Reduced 3.02%
|
|
|
Mbb Public Markets I LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
5,580
shares
|
$362,532
0.02% of portfolio
|
Q3 2024
Reduced 66.91%
|
|
|
T. Rowe Price Investment Management, Inc.
Baltimore, MD |
Nov 14, 2024 Q3 2024 |
5,544
shares
|
$360,193
0.0% of portfolio
|
Q3 2024
Added 9.91%
|
|
|
Vaughan David Investments LLC
Peoria, IL |
Feb 04, 2025 Q4 2024 |
5,532
shares
|
$359,414
0.01% of portfolio
|
Q4 2024
Reduced 4.01%
|
|
|
Schulhoff & CO Inc
|
Feb 05, 2025 Q4 2024 |
5,500
shares
|
$357,335
0.16% of portfolio
|
Q3 2019
New holding
|
|
|
Trust CO Of Kansas
Wichita, KS |
Jan 15, 2025 Q4 2024 |
5,486
shares
|
$356,425
0.16% of portfolio
|
Q4 2024
Reduced 26.72%
|
|
|
North Crest Asset Manangement, LLC
|
Jan 10, 2025 Q4 2024 |
5,417
shares
|
$351,942
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Intrust Bank Na
Wichita, KS |
Nov 12, 2024 Q3 2024 |
5,404
shares
|
$351,097
0.03% of portfolio
|
Q3 2024
Added 2.39%
|