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 |
|---|---|---|---|---|---|
|
Venturi Wealth Management, LLC
Austin, TX |
May 06, 2025 Q1 2025 |
3,729
shares
|
$251,632
0.01% of portfolio
|
Q1 2025
Added 15.52%
|
|
|
Everence Capital Management Inc
|
Apr 22, 2025 Q1 2025 |
3,720
shares
|
$251,025
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Massmutual Trust CO Fsb
|
Apr 01, 2025 Q1 2025 |
3,684
shares
|
$248,596
0.01% of portfolio
|
Q1 2025
Added 2.73%
|
|
|
Ballentine Partners, LLC
Waltham, MA |
May 01, 2025 Q1 2025 |
3,683
shares
|
$248,528
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Gradient Investments LLC
|
Apr 09, 2025 Q1 2025 |
3,661
shares
|
$247,044
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Tradewinds, Llc.
Raleigh, NC |
Apr 29, 2025 Q1 2025 |
3,612
shares
|
$243,737
0.07% of portfolio
|
Q1 2025
Added 0.39%
|
|
|
Two Sigma Securities, LLC
New York, NY |
May 15, 2025 Q1 2025 |
3,610
shares
|
$243,602
0.04% of portfolio
|
Q1 2025
Reduced 66.3%
|
|
|
One Ascent Financial Services LLC
Birmingham, AL |
May 05, 2025 Q1 2025 |
3,604
shares
|
$243,197
0.02% of portfolio
|
Q1 2025
Added 1.32%
|
|
|
Kavar Capital Partners Group, LLC
Leawood, KS |
Apr 23, 2025 Q1 2025 |
3,603
shares
|
$243,130
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Apr 28, 2025 Q1 2025 |
3,564
shares
|
$240,498
0.0% of portfolio
|
Q1 2025
Reduced 42.03%
|
|
|
Pax Financial Group, LLC
San Antonio, TX |
May 02, 2025 Q1 2025 |
3,554
shares
|
$239,823
0.05% of portfolio
|
Q1 2025
Added 1.98%
|
|
|
Cornerstone Wealth Management, LLC
|
Apr 18, 2025 Q1 2025 |
3,540
shares
|
$238,879
0.02% of portfolio
|
Q1 2025
Added 2.58%
|
|
|
Aviva PLC
|
May 15, 2025 Q1 2025 |
3,534
shares
|
$238,474
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Lex Aurum Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
3,505
shares
|
$236,517
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Gries Financial LLC
Cleveland, OH |
May 05, 2025 Q1 2025 |
3,484
shares
|
$235,100
0.05% of portfolio
|
Q1 2025
Added 1.9%
|
|
|
Greenleaf Trust
Kalamazoo, MI |
Apr 30, 2025 Q1 2025 |
3,481
shares
|
$234,897
0.0% of portfolio
|
Q1 2025
Reduced 0.51%
|
|
|
Wedmont Private Capital
|
Apr 14, 2025 Q1 2025 |
3,439
shares
|
$232,063
0.01% of portfolio
|
Q1 2025
Reduced 2.19%
|
|
|
Longboard Asset Management, LP
Phoenix, AZ |
Apr 22, 2025 Q1 2025 |
3,396
shares
|
$229,162
0.69% of portfolio
|
Q1 2025
New holding
|
|
|
Baker Avenue Asset Management, LP
|
May 08, 2025 Q1 2025 |
3,365
shares
|
$227,070
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
3,364
shares
|
$227,002
0.04% of portfolio
|
Q3 2024
Added 6.32%
|
|
|
Horizon Investments, LLC
Charlotte, NC |
May 13, 2025 Q1 2025 |
3,353
shares
|
$226,260
0.01% of portfolio
|
Q1 2025
Added 4.95%
|
|
|
Hager Investment Management Services, LLC
New London, NH |
May 02, 2025 Q1 2025 |
3,320
shares
|
$224,033
0.16% of portfolio
|
Q4 2024
New holding
|
|
|
Larson Financial Group LLC
|
May 02, 2025 Q1 2025 |
3,317
shares
|
$223,831
0.01% of portfolio
|
Q1 2025
Reduced 64.22%
|
|
|
Phoenix Wealth Advisors
|
May 14, 2025 Q1 2025 |
3,301
shares
|
$222,751
0.1% of portfolio
|
Q1 2025
Reduced 1.05%
|
|
|
Quest Partners LLC
New York, NY |
May 14, 2025 Q1 2025 |
3,297
shares
|
$222,481
0.02% of portfolio
|
Q1 2025
Added 17.54%
|