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 |
|---|---|---|---|---|---|
|
Ae Wealth Management LLC
|
Nov 14, 2024 Q3 2024 |
5,392
shares
|
$354,793
0.0% of portfolio
|
Q3 2024
Reduced 79.91%
|
|
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
Jan 21, 2025 Q4 2024 |
5,376
shares
|
$353,740
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Vista Investment Partners LLC
Oklahoma City, OK |
Jan 21, 2025 Q4 2024 |
5,358
shares
|
$352,556
0.1% of portfolio
|
Q1 2024
Reduced 0.81%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
5,168
shares
|
$340,054
0.0% of portfolio
|
Q3 2024
Added 22.09%
|
|
|
Garrett Investment Advisors LLC
|
Jan 15, 2025 Q4 2024 |
5,145
shares
|
$338,541
0.03% of portfolio
|
Q2 2024
Added 2.98%
|
|
|
Goal Vest Advisory LLC
|
Jan 17, 2025 Q4 2024 |
5,093
shares
|
$335,119
0.09% of portfolio
|
Q3 2022
Added 27.87%
|
|
|
D.B. Root & Company, LLC
|
Jan 17, 2025 Q4 2024 |
4,950
shares
|
$325,710
0.1% of portfolio
|
Q4 2024
Reduced 5.66%
|
|
|
Central Trust CO
Jefferson City, MO |
Jan 24, 2025 Q4 2024 |
4,891
shares
|
$321,827
0.01% of portfolio
|
Q3 2024
Reduced 10.09%
|
|
|
Murphy Capital Management Inc
|
Jul 13, 2022 Q2 2022 |
4,840
shares
|
$318,472
0.04% of portfolio
|
Q2 2022
Added 0.06%
|
|
|
Jump Financial, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
4,837
shares
|
$318,274
0.01% of portfolio
|
Q3 2024
Reduced 67.14%
|
|
|
Qsemble Capital Management, LP
New York, NY |
Feb 11, 2025 Q4 2024 |
4,706
shares
|
$309,654
0.04% of portfolio
|
Q4 2024
Reduced 86.44%
|
|
|
Virtu Financial LLC
New York, NY |
Feb 11, 2025 Q4 2024 |
4,680
shares
|
$307,944
0.02% of portfolio
|
Q4 2024
Reduced 58.07%
|
|
|
Apollon Financial, LLC
Mount Pleasant, SC |
Jan 28, 2025 Q4 2024 |
4,672
shares
|
$307,417
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Nov 05, 2024 Q3 2024 |
4,672
shares
|
$307,417
0.02% of portfolio
|
Q3 2024
Reduced 0.32%
|
|
|
Main Street Investment Advisors LLC
|
Nov 12, 2024 Q3 2024 |
4,656
shares
|
$306,364
0.04% of portfolio
|
Q3 2024
Reduced 18.57%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
4,642
shares
|
$305,443
0.03% of portfolio
|
Q4 2022
Added 3.34%
|
|
|
Mid West One Financial Group, Inc.
Iowa City, IA |
Nov 14, 2024 Q3 2024 |
4,611
shares
|
$303,403
0.04% of portfolio
|
Q3 2024
Reduced 0.17%
|
|
|
Kentucky Trust CO
Danville, KY |
Jan 29, 2025 Q4 2024 |
4,609
shares
|
$303,272
0.17% of portfolio
|
Q4 2024
New holding
|
|
|
Integris Wealth Management, LLC
Monterey, CA |
Jan 23, 2025 Q4 2024 |
4,570
shares
|
$300,706
0.08% of portfolio
|
Q4 2022
New holding
|
|
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
Feb 07, 2025 Q4 2024 |
4,556
shares
|
$299,784
0.05% of portfolio
|
Q4 2024
Reduced 1.58%
|
|
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
Nov 08, 2024 Q3 2024 |
4,524
shares
|
$297,679
0.0% of portfolio
|
Q3 2024
Reduced 20.0%
|
|
|
B. Metzler Seel. Sohn & Co. Holding Ag
Frankfurt, 2M |
Nov 08, 2024 Q3 2024 |
4,524
shares
|
$297,679
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
V Square Quantitative Management LLC
Chicago, IL |
Jan 30, 2025 Q4 2024 |
4,438
shares
|
$292,020
0.04% of portfolio
|
Q4 2024
Reduced 7.04%
|
|
|
Martingale Asset Management L P
Boston, MA |
Nov 14, 2024 Q3 2024 |
4,400
shares
|
$289,520
0.01% of portfolio
|
Q1 2024
Reduced 97.52%
|
|
|
Walker Asset Management, LLC
|
Jan 15, 2025 Q4 2024 |
4,398
shares
|
$289,388
0.18% of portfolio
|
Q4 2024
Added 0.85%
|