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 |
|---|---|---|---|---|---|
|
Kcm Investment Advisors LLC
Greenbrae, CA |
May 14, 2025 Q1 2025 |
4,054
shares
|
$273,563
0.01% of portfolio
|
Q1 2025
Reduced 31.82%
|
|
|
Kimelman & Baird, LLC
New York, NY |
May 13, 2025 Q1 2025 |
4,054
shares
|
$273,563
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
May 08, 2025 Q1 2025 |
4,042
shares
|
$272,754
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Callan Capital, LLC
La Jolla, CA |
Apr 29, 2025 Q1 2025 |
3,990
shares
|
$269,245
0.02% of portfolio
|
Q1 2025
Added 6.88%
|
|
|
Bank & Trust CO
Litchfield, IL |
Apr 09, 2025 Q1 2025 |
3,978
shares
|
$268,435
0.22% of portfolio
|
Q1 2025
Reduced 1.53%
|
|
|
Alpha Family Trust
Los Angeles, CA |
May 13, 2025 Q1 2025 |
3,970
shares
|
$267,895
0.16% of portfolio
|
Q1 2024
New holding
|
|
|
Trust CO Of Kansas
Wichita, KS |
Apr 23, 2025 Q1 2025 |
3,926
shares
|
$264,926
0.14% of portfolio
|
Q1 2025
Reduced 28.44%
|
|
|
Marcum Wealth, LLC
|
Apr 02, 2025 Q1 2025 |
3,922
shares
|
$264,656
0.02% of portfolio
|
Q1 2025
Added 1.79%
|
|
|
Jefferies Group LLC
New York, NY |
Sep 21, 2023 Q3 2022 |
3,915
shares
|
$264,184
0.0% of portfolio
|
Q3 2022
Reduced 22.6%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Apr 21, 2025 Q1 2025 |
3,899
shares
|
$263,104
0.0% of portfolio
|
Q1 2025
Reduced 68.54%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Apr 25, 2025 Q1 2025 |
3,882
shares
|
$261,957
0.01% of portfolio
|
Q1 2025
Added 12.1%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Apr 17, 2025 Q1 2025 |
3,872
shares
|
$261,282
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Sym Financial Corp
|
May 06, 2025 Q1 2025 |
3,833
shares
|
$258,650
0.03% of portfolio
|
Q1 2025
Added 3.71%
|
|
|
Legacy Financial Strategies, LLC
Leawood, KS |
Apr 08, 2025 Q1 2025 |
3,831
shares
|
$258,515
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
V Square Quantitative Management LLC
Chicago, IL |
May 13, 2025 Q1 2025 |
3,823
shares
|
$257,976
0.04% of portfolio
|
Q1 2025
Reduced 13.86%
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
3,811
shares
|
$257,166
0.01% of portfolio
|
Q1 2025
Reduced 61.55%
|
|
|
Glenview Trust CO
Louisville, KY |
May 20, 2025 Q1 2025 |
3,804
shares
|
$256,693
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Midwest Financial Group LLC
Overland Park, KS |
Apr 22, 2025 Q1 2025 |
3,803
shares
|
$256,626
0.15% of portfolio
|
Q1 2025
Reduced 58.25%
|
|
|
D.A. Davidson & Co.
|
Apr 28, 2025 Q1 2025 |
3,802
shares
|
$256,558
0.0% of portfolio
|
Q1 2025
Added 0.11%
|
|
|
Stephens Inc
|
May 01, 2025 Q1 2025 |
3,768
shares
|
$254,264
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
3,762
shares
|
$253,859
0.02% of portfolio
|
Q3 2022
New holding
|
|
|
First National Advisers, LLC
Omaha, NE |
May 07, 2025 Q1 2025 |
3,761
shares
|
$253,792
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Texas Yale Capital Corp.
St. Petersburg, FL |
May 07, 2025 Q1 2025 |
3,743
shares
|
$252,577
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Schonfeld Strategic Advisors LLC
New York, NY |
May 15, 2025 Q1 2025 |
3,736
shares
|
$252,105
0.0% of portfolio
|
Q1 2025
Added 3.75%
|
|
|
Smith Chas P & Associates Pa Cpas
|
May 08, 2025 Q1 2025 |
3,735
shares
|
$252,037
0.01% of portfolio
|
Q1 2025
New holding
|