Institutional Ownership Evergy, Inc. (EVRG)
This table provides information about the institutional ownership of Evergy, Inc. (EVRG). We have compiled data on the 834 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 |
|---|---|---|---|---|---|
|
Valeo Financial Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
4,288
shares
|
$285,838
0.01% of portfolio
|
Q4 2024
Added 0.05%
|
|
|
Advisor Partners LLC
Walnut Creek, CA |
Aug 11, 2022 Q2 2022 |
4,249
shares
|
$283,238
0.02% of portfolio
|
Q2 2022
Added 26.46%
|
|
|
Horizon Investment Services, LLC
Hammond, IN |
Feb 12, 2025 Q4 2024 |
4,239
shares
|
$282,571
0.11% of portfolio
|
Q4 2024
Reduced 0.12%
|
|
|
Sound Stewardship, LLC
Overland Park, KS |
Jan 22, 2025 Q4 2024 |
4,232
shares
|
$282,105
0.15% of portfolio
|
Q3 2024
Added 0.14%
|
|
|
Ashfield Capital Partners, LLC
|
Nov 10, 2022 Q3 2022 |
4,172
shares
|
$278,105
0.02% of portfolio
|
Q4 2021
Reduced 17.74%
|
|
|
Intercontinental Wealth Advisors, LLC
|
Jul 21, 2023 Q2 2023 |
4,171
shares
|
$278,038
0.06% of portfolio
|
Q2 2023
Added 3.78%
|
|
|
Brighton Jones LLC
|
Jan 17, 2025 Q4 2024 |
4,170
shares
|
$277,972
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Kestra Private Wealth Services, LLC
|
Jan 28, 2025 Q4 2024 |
4,166
shares
|
$277,705
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
Oct 26, 2023 Q3 2023 |
4,066
shares
|
$271,039
0.01% of portfolio
|
Q3 2023
Reduced 13.08%
|
|
|
Black Diamond Financial, LLC
|
Feb 04, 2025 Q4 2024 |
4,065
shares
|
$270,972
0.04% of portfolio
|
Q4 2024
Reduced 14.04%
|
|
|
Kimelman & Baird, LLC
New York, NY |
Feb 10, 2025 Q4 2024 |
4,054
shares
|
$270,239
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Bank & Trust CO
Litchfield, IL |
Jan 07, 2025 Q4 2024 |
4,040
shares
|
$269,306
0.21% of portfolio
|
Q4 2024
Reduced 8.31%
|
|
|
Stelac Advisory Services LLC
New York, NY |
Feb 10, 2025 Q4 2024 |
4,000
shares
|
$266,640
0.1% of portfolio
|
Q1 2024
New holding
|
|
|
Alpha Family Trust
Los Angeles, CA |
Feb 13, 2025 Q4 2024 |
3,970
shares
|
$264,640
0.14% of portfolio
|
Q1 2024
New holding
|
|
|
Eastern Bank
|
Jan 13, 2025 Q4 2024 |
3,963
shares
|
$264,173
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Golden State Equity Partners
South Coast Metro, CA |
Jan 24, 2025 Q4 2024 |
3,950
shares
|
$263,307
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Wolverine Trading, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
3,923
shares
|
$261,507
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Jefferies Group LLC
New York, NY |
Sep 21, 2023 Q3 2022 |
3,915
shares
|
$260,973
0.0% of portfolio
|
Q3 2022
Reduced 22.6%
|
|
|
Empowered Funds, LLC
|
Jan 28, 2025 Q4 2024 |
3,890
shares
|
$259,307
0.0% of portfolio
|
Q4 2024
Added 6.52%
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
3,873
shares
|
$258,174
0.0% of portfolio
|
Q4 2024
Added 5.16%
|
|
|
Marcum Wealth, LLC
|
Jan 13, 2025 Q4 2024 |
3,853
shares
|
$256,840
0.02% of portfolio
|
Q4 2024
Added 0.52%
|
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
Jan 27, 2025 Q4 2024 |
3,842
shares
|
$256,107
0.01% of portfolio
|
Q4 2024
Added 15.31%
|
|
|
Legacy Financial Strategies, LLC
Leawood, KS |
Jan 28, 2025 Q4 2024 |
3,831
shares
|
$255,374
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Blueshift Asset Management, LLC
Red Bank, NJ |
Feb 11, 2025 Q4 2024 |
3,822
shares
|
$254,774
0.09% of portfolio
|
Q4 2024
Reduced 19.86%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Feb 13, 2025 Q4 2024 |
3,801
shares
|
$253,374
0.0% of portfolio
|
Q4 2024
Added 30.39%
|