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 |
|---|---|---|---|---|---|
|
Sound View Wealth Advisors Group, LLC
|
May 08, 2025 Q1 2025 |
4,572
shares
|
$308,518
0.03% of portfolio
|
Q1 2025
Reduced 28.25%
|
|
|
Integris Wealth Management, LLC
Monterey, CA |
Apr 22, 2025 Q1 2025 |
4,570
shares
|
$308,383
0.09% of portfolio
|
Q4 2022
New holding
|
|
|
Kestra Private Wealth Services, LLC
|
May 05, 2025 Q1 2025 |
4,562
shares
|
$307,843
0.01% of portfolio
|
Q1 2025
Added 9.51%
|
|
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
May 14, 2025 Q1 2025 |
4,524
shares
|
$305,279
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
|
$305,279
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Walker Asset Management, LLC
|
Apr 15, 2025 Q1 2025 |
4,433
shares
|
$299,138
0.2% of portfolio
|
Q1 2025
Added 0.8%
|
|
|
Valeo Financial Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
4,414
shares
|
$297,856
0.01% of portfolio
|
Q1 2025
Added 2.94%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
4,365
shares
|
$294,550
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Probity Advisors, Inc.
Dallas, TX |
May 09, 2025 Q1 2025 |
4,335
shares
|
$292,525
0.06% of portfolio
|
Q1 2025
Added 1.0%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Apr 21, 2025 Q1 2025 |
4,314
shares
|
$291,108
0.02% of portfolio
|
Q1 2025
Added 0.4%
|
|
|
Artisan Partners Limited Partnership
Milwaukee, WI |
May 14, 2025 Q1 2025 |
4,308
shares
|
$290,703
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Horizon Investment Services, LLC
Hammond, IN |
May 05, 2025 Q1 2025 |
4,302
shares
|
$290,298
0.15% of portfolio
|
Q1 2025
Added 1.49%
|
|
|
Brighton Jones LLC
|
Apr 17, 2025 Q1 2025 |
4,252
shares
|
$286,924
0.01% of portfolio
|
Q1 2025
Added 1.97%
|
|
|
Advisor Partners LLC
Walnut Creek, CA |
Aug 11, 2022 Q2 2022 |
4,249
shares
|
$286,722
0.02% of portfolio
|
Q2 2022
Added 26.46%
|
|
|
Eastern Bank
|
May 08, 2025 Q1 2025 |
4,232
shares
|
$285,575
0.01% of portfolio
|
Q1 2025
Added 6.79%
|
|
|
Sound Stewardship, LLC
Overland Park, KS |
Apr 16, 2025 Q1 2025 |
4,232
shares
|
$285,575
0.17% of portfolio
|
Q3 2024
Added 0.14%
|
|
|
Triad Wealth Partners, LLC
Lawrence, KS |
May 14, 2025 Q1 2025 |
4,230
shares
|
$285,440
0.09% of portfolio
|
Q1 2025
Reduced 2.35%
|
|
|
Ashfield Capital Partners, LLC
|
Nov 10, 2022 Q3 2022 |
4,172
shares
|
$281,526
0.02% of portfolio
|
Q4 2021
Reduced 17.74%
|
|
|
Intercontinental Wealth Advisors, LLC
|
Jul 21, 2023 Q2 2023 |
4,171
shares
|
$281,459
0.06% of portfolio
|
Q2 2023
Added 3.78%
|
|
|
Mather Group, Llc.
Chicago, IL |
Apr 25, 2025 Q1 2025 |
4,147
shares
|
$279,839
0.0% of portfolio
|
Q1 2025
Added 28.35%
|
|
|
Summit Trail Advisors, LLC
New York, NY |
Apr 28, 2025 Q1 2025 |
4,139
shares
|
$279,299
0.01% of portfolio
|
Q1 2025
Reduced 40.14%
|
|
|
Black Diamond Financial, LLC
|
Apr 30, 2025 Q1 2025 |
4,075
shares
|
$274,981
0.04% of portfolio
|
Q1 2025
Added 0.25%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
4,073
shares
|
$274,846
0.0% of portfolio
|
Q1 2025
Added 5.16%
|
|
|
Mufg Securities Americas Inc.
New York, NY |
May 13, 2025 Q1 2025 |
4,071
shares
|
$274,711
0.03% of portfolio
|
Q1 2025
Added 19.91%
|
|
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
Oct 26, 2023 Q3 2023 |
4,066
shares
|
$274,373
0.01% of portfolio
|
Q3 2023
Reduced 13.08%
|