Institutional Ownership Evergy, Inc. (EVRG)
This table provides information about the institutional ownership of Evergy, Inc. (EVRG). We have compiled data on the 912 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 $13.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
May 01, 2025 Q1 2025 |
4,645
shares
|
$315,116
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
4,642
shares
|
$314,913
0.03% of portfolio
|
Q4 2022
Added 3.34%
|
|
|
Integrity Alliance, Llc.
Urbandale, IA |
May 20, 2025 Q1 2025 |
4,628
shares
|
$313,963
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Kentucky Trust CO
Danville, KY |
Jul 15, 2025 Q2 2025 |
4,586
shares
|
$311,114
0.18% of portfolio
|
Q2 2025
Reduced 1.27%
|
|
|
Sound View Wealth Advisors Group, LLC
|
May 08, 2025 Q1 2025 |
4,572
shares
|
$310,164
0.03% of portfolio
|
Q1 2025
Reduced 28.25%
|
|
|
Huntington National Bank
Columbus, OH |
May 14, 2025 Q1 2025 |
4,572
shares
|
$310,164
0.0% of portfolio
|
Q1 2025
Added 141.78%
|
|
|
Integris Wealth Management, LLC
Monterey, CA |
Apr 22, 2025 Q1 2025 |
4,570
shares
|
$310,028
0.09% of portfolio
|
Q4 2022
New holding
|
|
|
Kestra Private Wealth Services, LLC
|
May 05, 2025 Q1 2025 |
4,562
shares
|
$309,486
0.01% of portfolio
|
Q1 2025
Added 9.51%
|
|
|
Mather Group, Llc.
Chicago, IL |
Jul 15, 2025 Q2 2025 |
4,548
shares
|
$308,536
0.0% of portfolio
|
Q2 2025
Added 9.67%
|
|
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
May 14, 2025 Q1 2025 |
4,524
shares
|
$306,908
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
|
$306,908
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Golden State Equity Partners
South Coast Metro, CA |
Jul 14, 2025 Q2 2025 |
4,484
shares
|
$304,194
0.06% of portfolio
|
Q2 2025
Reduced 2.35%
|
|
|
Walker Asset Management, LLC
|
Jul 17, 2025 Q2 2025 |
4,468
shares
|
$303,109
0.19% of portfolio
|
Q2 2025
Added 0.79%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Jul 17, 2025 Q2 2025 |
4,433
shares
|
$300,734
0.02% of portfolio
|
Q2 2025
Added 2.76%
|
|
|
Valeo Financial Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
4,414
shares
|
$299,445
0.01% of portfolio
|
Q1 2025
Added 2.94%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
4,365
shares
|
$296,121
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Probity Advisors, Inc.
Dallas, TX |
May 09, 2025 Q1 2025 |
4,335
shares
|
$294,086
0.06% of portfolio
|
Q1 2025
Added 1.0%
|
|
|
Artisan Partners Limited Partnership
Milwaukee, WI |
May 14, 2025 Q1 2025 |
4,308
shares
|
$292,254
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Horizon Investment Services, LLC
Hammond, IN |
May 05, 2025 Q1 2025 |
4,302
shares
|
$291,847
0.15% of portfolio
|
Q1 2025
Added 1.49%
|
|
|
Brighton Jones LLC
|
Apr 17, 2025 Q1 2025 |
4,252
shares
|
$288,455
0.01% of portfolio
|
Q1 2025
Added 1.97%
|
|
|
Advisor Partners LLC
Walnut Creek, CA |
Aug 11, 2022 Q2 2022 |
4,249
shares
|
$288,252
0.02% of portfolio
|
Q2 2022
Added 26.46%
|
|
|
Sound Stewardship, LLC
Overland Park, KS |
Jul 14, 2025 Q2 2025 |
4,232
shares
|
$287,098
0.15% of portfolio
|
Q3 2024
Added 0.14%
|
|
|
Eastern Bank
|
May 08, 2025 Q1 2025 |
4,232
shares
|
$287,098
0.01% of portfolio
|
Q1 2025
Added 6.79%
|
|
|
Triad Wealth Partners, LLC
Lawrence, KS |
May 14, 2025 Q1 2025 |
4,230
shares
|
$286,963
0.09% of portfolio
|
Q1 2025
Reduced 2.35%
|
|
|
Ashfield Capital Partners, LLC
|
Nov 10, 2022 Q3 2022 |
4,172
shares
|
$283,028
0.02% of portfolio
|
Q4 2021
Reduced 17.74%
|