Institutional Ownership Evergy, Inc. (EVRG)
This table provides information about the institutional ownership of Evergy, Inc. (EVRG). We have compiled data on the 782 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 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Householder Group Estate & Retirement Specialist, LLC
|
Oct 18, 2024 Q3 2024 |
1,070
shares
|
$68,875
0.02% of portfolio
|
Q1 2023
Reduced 3.6%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Nov 15, 2024 Q3 2024 |
1,069
shares
|
$68,811
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Oct 11, 2024 Q3 2024 |
1,068
shares
|
$68,747
0.02% of portfolio
|
Q3 2024
Added 0.66%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Nov 15, 2024 Q3 2024 |
1,010
shares
|
$65,013
0.02% of portfolio
|
Q4 2022
New holding
|
|
|
Hm Payson & CO
Portland, ME |
Oct 28, 2024 Q3 2024 |
1,005
shares
|
$64,691
0.0% of portfolio
|
Q3 2024
Added 0.5%
|
|
|
Toth Financial Advisory Corp
|
Oct 21, 2024 Q3 2024 |
1,000
shares
|
$64,370
0.01% of portfolio
|
Q2 2024
Added 57.48%
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Nov 05, 2024 Q3 2024 |
1,000
shares
|
$64,370
0.0% of portfolio
|
Q4 2020
New holding
|
|
|
First Financial Corp
|
Oct 24, 2024 Q3 2024 |
1,000
shares
|
$64,370
0.03% of portfolio
|
Q3 2018
Reduced 50.0%
|
|
|
Ima Wealth, Inc.
Wichita, KS |
Nov 14, 2024 Q3 2024 |
1,000
shares
|
$64,370
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Ruedi Wealth Management, Inc.
Champaign, IL |
Oct 22, 2024 Q3 2024 |
1,000
shares
|
$64,370
0.02% of portfolio
|
Q4 2022
New holding
|
|
|
Psi Advisors, LLC
|
Oct 22, 2024 Q3 2024 |
999
shares
|
$64,305
0.02% of portfolio
|
Q2 2024
Added 99.8%
|
|
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
Oct 22, 2024 Q3 2024 |
976
shares
|
$62,825
0.1% of portfolio
|
Q4 2023
New holding
|
|
|
Spire Wealth Management
|
Oct 15, 2024 Q3 2024 |
972
shares
|
$62,567
0.0% of portfolio
|
Q3 2024
Reduced 4.52%
|
|
|
Rogco, LP
Claremore, OK |
Oct 22, 2024 Q3 2024 |
962
shares
|
$61,923
0.02% of portfolio
|
Q2 2024
Reduced 2.14%
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Oct 25, 2024 Q3 2024 |
956
shares
|
$61,537
0.03% of portfolio
|
Q1 2023
New holding
|
|
|
Crewe Advisors LLC
|
Nov 12, 2024 Q3 2024 |
900
shares
|
$57,933
0.01% of portfolio
|
Q2 2024
Reduced 10.18%
|
|
|
Asset Dedication, LLC
|
Oct 15, 2024 Q3 2024 |
885
shares
|
$56,967
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Beach Investment Counsel Inc/Pa
West Conshohocken, PA |
Oct 15, 2024 Q3 2024 |
873
shares
|
$56,195
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Whittier Trust CO Of Nevada Inc
|
Oct 21, 2024 Q3 2024 |
860
shares
|
$55,358
0.0% of portfolio
|
Q2 2024
Added 0.7%
|
|
|
Rocky Mountain Advisers, LLC
|
Nov 01, 2024 Q3 2024 |
842
shares
|
$54,199
0.04% of portfolio
|
Q2 2024
Reduced 4.97%
|
|
|
Sentry Investment Management LLC
|
Oct 30, 2024 Q3 2024 |
829
shares
|
$53,362
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
City State Bank
Norwalk, IA |
Oct 10, 2024 Q3 2024 |
808
shares
|
$52,010
0.02% of portfolio
|
Q2 2024
Reduced 3.23%
|
|
|
City Holding CO
|
Oct 08, 2024 Q3 2024 |
808
shares
|
$52,010
0.01% of portfolio
|
Q3 2022
Reduced 9.72%
|
|
|
Riverview Trust CO
|
Oct 17, 2024 Q3 2024 |
804
shares
|
$51,753
0.04% of portfolio
|
Q1 2024
New holding
|
|
|
Northwest Financial Advisors
Herndon, VA |
Nov 13, 2024 Q3 2024 |
800
shares
|
$51,496
0.04% of portfolio
|
Q3 2024
Reduced 0.62%
|