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 |
|---|---|---|---|---|---|
|
Regentatlantic Capital LLC
Morristown, NJ |
Nov 14, 2022 Q3 2022 |
6,165
shares
|
$416,014
0.01% of portfolio
|
Q3 2022
Added 4.49%
|
|
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
Apr 30, 2025 Q1 2025 |
6,104
shares
|
$411,897
0.22% of portfolio
|
Q1 2025
Reduced 23.63%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
May 15, 2025 Q1 2025 |
6,102
shares
|
$411,762
0.01% of portfolio
|
Q1 2025
Reduced 6.43%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Apr 14, 2025 Q1 2025 |
6,068
shares
|
$409,468
0.01% of portfolio
|
Q1 2025
Added 124.33%
|
|
|
Kovitz Investment Group Partners, LLC
|
May 19, 2025 Q1 2025 |
6,065
shares
|
$409,266
0.0% of portfolio
|
Q1 2025
Added 1.47%
|
|
|
Waterfront Wealth Inc.
|
Apr 25, 2025 Q1 2025 |
6,041
shares
|
$407,646
0.1% of portfolio
|
Q2 2024
Reduced 6.21%
|
|
|
Bayforest Capital LTD
London, X0 |
May 08, 2025 Q1 2025 |
6,027
shares
|
$406,701
0.17% of portfolio
|
Q1 2025
Added 90.07%
|
|
|
Uncommon Cents Investing LLC
|
Apr 22, 2025 Q1 2025 |
5,840
shares
|
$394,083
0.12% of portfolio
|
Q1 2025
Reduced 1.68%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
5,815
shares
|
$392,396
0.01% of portfolio
|
Q3 2024
Reduced 5.45%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Apr 29, 2025 Q1 2025 |
5,808
shares
|
$391,923
0.01% of portfolio
|
Q1 2025
Reduced 0.7%
|
|
|
Dgs Capital Management, LLC
|
Jan 21, 2025 Q4 2024 |
5,794
shares
|
$390,979
0.09% of portfolio
|
Q4 2024
Added 29.13%
|
|
|
State Of Wyoming
Cheyenne, WY |
May 14, 2025 Q1 2025 |
5,586
shares
|
$376,943
0.05% of portfolio
|
Q1 2025
Added 79.33%
|
|
|
Man Group PLC
London, X0 |
May 15, 2025 Q1 2025 |
5,532
shares
|
$373,299
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Naples Global Advisors, LLC
Naples, FL |
Apr 10, 2025 Q1 2025 |
5,514
shares
|
$372,084
0.04% of portfolio
|
Q1 2025
Reduced 1.76%
|
|
|
Sage Mountain Advisors LLC
|
May 02, 2025 Q1 2025 |
5,509
shares
|
$371,747
0.03% of portfolio
|
Q1 2025
Reduced 11.87%
|
|
|
Schulhoff & CO Inc
|
May 07, 2025 Q1 2025 |
5,500
shares
|
$371,140
0.18% of portfolio
|
Q3 2019
New holding
|
|
|
Panagora Asset Management Inc
Boston, MA |
May 15, 2025 Q1 2025 |
5,478
shares
|
$369,655
0.0% of portfolio
|
Q1 2025
Added 5.51%
|
|
|
Atom Investors LP
Austin, TX |
May 15, 2025 Q1 2025 |
5,436
shares
|
$366,821
0.05% of portfolio
|
Q1 2025
Reduced 77.51%
|
|
|
Tocqueville Asset Management L.P.
New York, NY |
May 13, 2025 Q1 2025 |
5,400
shares
|
$364,392
0.01% of portfolio
|
Q3 2024
Added 10.2%
|
|
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
May 06, 2025 Q1 2025 |
5,399
shares
|
$364,324
0.06% of portfolio
|
Q1 2025
Added 18.5%
|
|
|
Intrust Bank Na
Wichita, KS |
May 09, 2025 Q1 2025 |
5,367
shares
|
$362,165
0.04% of portfolio
|
Q4 2024
Reduced 0.68%
|
|
|
Vista Investment Partners LLC
Oklahoma City, OK |
Apr 17, 2025 Q1 2025 |
5,358
shares
|
$361,557
0.11% of portfolio
|
Q1 2024
Reduced 0.81%
|
|
|
Main Street Investment Advisors LLC
|
Apr 30, 2025 Q1 2025 |
5,347
shares
|
$360,815
0.06% of portfolio
|
Q1 2025
Added 9.64%
|
|
|
Garner Asset Management Corp
|
May 05, 2025 Q1 2025 |
5,295
shares
|
$357,306
0.16% of portfolio
|
Q1 2025
Reduced 3.5%
|
|
|
Usa Financial Portformulas Corp
Ada, MI |
Apr 15, 2025 Q1 2025 |
5,284
shares
|
$356,564
0.06% of portfolio
|
Q1 2025
Added 344.03%
|