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 |
|---|---|---|---|---|---|
|
Intercontinental Wealth Advisors, LLC
|
Jul 21, 2023 Q2 2023 |
4,171
shares
|
$282,960
0.06% of portfolio
|
Q2 2023
Added 3.78%
|
|
|
Summit Trail Advisors, LLC
New York, NY |
Apr 28, 2025 Q1 2025 |
4,139
shares
|
$280,789
0.01% of portfolio
|
Q1 2025
Reduced 40.14%
|
|
|
V Square Quantitative Management LLC
Chicago, IL |
Jul 17, 2025 Q2 2025 |
4,100
shares
|
$278,144
0.04% of portfolio
|
Q2 2025
Added 7.25%
|
|
|
Black Diamond Financial, LLC
|
Apr 30, 2025 Q1 2025 |
4,075
shares
|
$276,448
0.04% of portfolio
|
Q1 2025
Added 0.25%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
4,073
shares
|
$276,312
0.0% of portfolio
|
Q1 2025
Added 5.16%
|
|
|
Mufg Securities Americas Inc.
New York, NY |
May 13, 2025 Q1 2025 |
4,071
shares
|
$276,176
0.03% of portfolio
|
Q1 2025
Added 19.91%
|
|
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
Oct 26, 2023 Q3 2023 |
4,066
shares
|
$275,837
0.01% of portfolio
|
Q3 2023
Reduced 13.08%
|
|
|
Kimelman & Baird, LLC
New York, NY |
May 13, 2025 Q1 2025 |
4,054
shares
|
$275,023
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Kcm Investment Advisors LLC
Greenbrae, CA |
May 14, 2025 Q1 2025 |
4,054
shares
|
$275,023
0.01% of portfolio
|
Q1 2025
Reduced 31.82%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
May 08, 2025 Q1 2025 |
4,042
shares
|
$274,209
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Callan Capital, LLC
La Jolla, CA |
Apr 29, 2025 Q1 2025 |
3,990
shares
|
$270,681
0.02% of portfolio
|
Q1 2025
Added 6.88%
|
|
|
Bank & Trust CO
Litchfield, IL |
Jul 14, 2025 Q2 2025 |
3,978
shares
|
$269,867
0.22% of portfolio
|
Q1 2025
Reduced 1.53%
|
|
|
Alpha Family Trust
Los Angeles, CA |
May 13, 2025 Q1 2025 |
3,970
shares
|
$269,324
0.16% of portfolio
|
Q1 2024
New holding
|
|
|
Trust CO Of Kansas
Wichita, KS |
Apr 23, 2025 Q1 2025 |
3,926
shares
|
$266,339
0.14% of portfolio
|
Q1 2025
Reduced 28.44%
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
3,925
shares
|
$266,272
0.01% of portfolio
|
Q1 2025
Added 60.73%
|
|
|
Marcum Wealth, LLC
|
Apr 02, 2025 Q1 2025 |
3,922
shares
|
$266,068
0.02% of portfolio
|
Q1 2025
Added 1.79%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Jul 11, 2025 Q2 2025 |
3,916
shares
|
$265,661
0.01% of portfolio
|
Q2 2025
Added 1.14%
|
|
|
Jefferies Group LLC
New York, NY |
Sep 21, 2023 Q3 2022 |
3,915
shares
|
$265,593
0.0% of portfolio
|
Q3 2022
Reduced 22.6%
|
|
|
Massmutual Trust CO Fsb
|
Jul 08, 2025 Q2 2025 |
3,905
shares
|
$264,915
0.01% of portfolio
|
Q2 2025
Added 6.0%
|
|
|
Kavar Capital Partners Group, LLC
Leawood, KS |
Jul 17, 2025 Q2 2025 |
3,903
shares
|
$264,779
0.04% of portfolio
|
Q2 2025
Added 8.33%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Apr 21, 2025 Q1 2025 |
3,899
shares
|
$264,508
0.0% of portfolio
|
Q1 2025
Reduced 68.54%
|
|
|
Legacy Financial Strategies, LLC
Leawood, KS |
Jul 10, 2025 Q2 2025 |
3,893
shares
|
$264,101
0.05% of portfolio
|
Q2 2025
Added 1.62%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Apr 25, 2025 Q1 2025 |
3,882
shares
|
$263,354
0.01% of portfolio
|
Q1 2025
Added 12.1%
|
|
|
Institute For Wealth Management, Llc.
|
Jul 18, 2025 Q2 2025 |
3,881
shares
|
$263,287
0.03% of portfolio
|
Q2 2025
Added 31.2%
|
|
|
Lex Aurum Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
3,880
shares
|
$263,219
0.05% of portfolio
|
Q2 2025
Added 10.7%
|