Institutional Ownership Evergy, Inc. (EVRG)
This table provides information about the institutional ownership of Evergy, Inc. (EVRG). We have compiled data on the 845 institutions that hold shares in the stock, with a total of 203 Million shares, which have been reported (via 13F filing form) to have a value of $13.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Alpha Paradigm Partners, LLC
Chicago, IL |
Feb 13, 2023 Q4 2022 |
1,348
shares
|
$91,623
0.04% of portfolio
|
Q4 2022
New holding
|
|
|
Atwood & Palmer Inc
|
Jan 16, 2025 Q4 2024 |
1,269
shares
|
$86,253
0.01% of portfolio
|
Q2 2024
Added 48.42%
|
|
|
Hilltop National Bank
Casper, WY |
Jan 10, 2025 Q4 2024 |
1,267
shares
|
$86,117
0.02% of portfolio
|
Q3 2024
Reduced 8.19%
|
|
|
Peoples Bank/Ks
Pratt, KS |
Jan 07, 2025 Q4 2024 |
1,255
shares
|
$85,302
0.05% of portfolio
|
Q4 2024
Reduced 13.75%
|
|
|
First Horizon Advisors, Inc.
|
Feb 03, 2025 Q4 2024 |
1,212
shares
|
$82,379
0.0% of portfolio
|
Q4 2024
Reduced 0.74%
|
|
|
Amica Retiree Medical Trust
|
Feb 12, 2025 Q4 2024 |
1,208
shares
|
$82,107
0.07% of portfolio
|
Q3 2024
Reduced 88.11%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
1,199
shares
|
$81,496
0.01% of portfolio
|
Q3 2020
Added 20.02%
|
|
|
Usa Financial Portformulas Corp
Ada, MI |
Jan 14, 2025 Q4 2024 |
1,190
shares
|
$80,884
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Westside Investment Management, Inc.
|
Jan 17, 2025 Q4 2024 |
1,174
shares
|
$79,796
0.02% of portfolio
|
Q1 2022
Added 7726.67%
|
|
|
Mai Capital Management
|
Feb 14, 2025 Q4 2024 |
1,158
shares
|
$78,709
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Simplex Trading, LLC
|
Feb 11, 2025 Q4 2024 |
1,123
shares
|
$76,330
0.0% of portfolio
|
Q4 2024
Reduced 72.41%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
1,074
shares
|
$72,999
0.02% of portfolio
|
Q1 2024
Added 30.34%
|
|
|
Spire Wealth Management
|
Jan 24, 2025 Q4 2024 |
1,073
shares
|
$72,931
0.0% of portfolio
|
Q4 2024
Added 10.39%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Feb 14, 2025 Q4 2024 |
1,069
shares
|
$72,659
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
Feb 10, 2025 Q4 2024 |
1,014
shares
|
$68,921
0.12% of portfolio
|
Q4 2024
Added 3.89%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Feb 13, 2025 Q4 2024 |
1,010
shares
|
$68,649
0.02% of portfolio
|
Q4 2022
New holding
|
|
|
Ruedi Wealth Management, Inc.
Champaign, IL |
Feb 13, 2025 Q4 2024 |
1,000
shares
|
$67,970
0.02% of portfolio
|
Q4 2022
New holding
|
|
|
First Financial Corp
|
Jan 13, 2025 Q4 2024 |
1,000
shares
|
$67,970
0.03% of portfolio
|
Q3 2018
Reduced 50.0%
|
|
|
Hm Payson & CO
Portland, ME |
Feb 07, 2025 Q4 2024 |
1,000
shares
|
$67,970
0.0% of portfolio
|
Q4 2024
Reduced 0.5%
|
|
|
Toth Financial Advisory Corp
|
Jan 21, 2025 Q4 2024 |
1,000
shares
|
$67,970
0.01% of portfolio
|
Q2 2024
Added 57.48%
|
|
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
Feb 13, 2025 Q4 2024 |
1,000
shares
|
$67,970
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Jan 30, 2025 Q4 2024 |
1,000
shares
|
$67,970
0.0% of portfolio
|
Q4 2020
New holding
|
|
|
Psi Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
999
shares
|
$67,902
0.02% of portfolio
|
Q2 2024
Added 99.8%
|
|
|
Rogco, LP
Claremore, OK |
Jan 30, 2025 Q4 2024 |
962
shares
|
$65,387
0.02% of portfolio
|
Q2 2024
Reduced 2.14%
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Jan 17, 2025 Q4 2024 |
956
shares
|
$64,979
0.03% of portfolio
|
Q1 2023
New holding
|