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 |
|---|---|---|---|---|---|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
3,364
shares
|
$228,213
0.04% of portfolio
|
Q3 2024
Added 6.32%
|
|
|
Horizon Investments, LLC
Charlotte, NC |
May 13, 2025 Q1 2025 |
3,353
shares
|
$227,467
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
|
$225,228
0.16% of portfolio
|
Q4 2024
New holding
|
|
|
Larson Financial Group LLC
|
May 02, 2025 Q1 2025 |
3,317
shares
|
$225,025
0.01% of portfolio
|
Q1 2025
Reduced 64.22%
|
|
|
Phoenix Wealth Advisors
|
May 14, 2025 Q1 2025 |
3,301
shares
|
$223,939
0.1% of portfolio
|
Q1 2025
Reduced 1.05%
|
|
|
Quest Partners LLC
New York, NY |
May 14, 2025 Q1 2025 |
3,297
shares
|
$223,668
0.02% of portfolio
|
Q1 2025
Added 17.54%
|
|
|
United Services Automobile Association
San Antonio, TX |
May 15, 2025 Q1 2025 |
3,289
shares
|
$223,125
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Advisory Alpha, LLC
|
May 19, 2025 Q1 2025 |
3,279
shares
|
$222,447
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Commerzbank Aktiengesellschaft
|
May 02, 2025 Q1 2025 |
3,239
shares
|
$219,733
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Leavell Investment Management, Inc.
|
Apr 30, 2025 Q1 2025 |
3,228
shares
|
$218,987
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Quent Capital, LLC
|
Apr 04, 2025 Q1 2025 |
3,219
shares
|
$218,376
0.02% of portfolio
|
Q1 2025
Reduced 12.81%
|
|
|
Ifrah Financial Services, Inc.
|
Apr 29, 2025 Q1 2025 |
3,187
shares
|
$216,206
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Freestone Capital Holdings, LLC
Seattle, WA |
May 13, 2025 Q1 2025 |
3,173
shares
|
$215,256
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
May 12, 2025 Q1 2025 |
3,124
shares
|
$211,932
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Guyasuta Investment Advisors Inc
|
Jul 17, 2025 Q2 2025 |
3,115
shares
|
$211,321
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Nova R Wealth, Inc.
|
Jul 17, 2025 Q2 2025 |
3,103
shares
|
$210,507
0.11% of portfolio
|
Q1 2025
New holding
|
|
|
Wealth Alliance Advisory Group, LLC
|
Jul 07, 2025 Q2 2025 |
3,085
shares
|
$209,286
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Clearwater Capital Advisors, LLC
|
May 08, 2025 Q1 2025 |
3,074
shares
|
$208,540
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
3,074
shares
|
$208,540
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Bedel Financial Consulting, Inc.
|
May 07, 2025 Q1 2025 |
3,046
shares
|
$206,640
0.03% of portfolio
|
Q1 2025
Reduced 2.4%
|
|
|
Sequoia Financial Advisors, LLC
|
Apr 23, 2025 Q1 2025 |
3,019
shares
|
$204,808
0.0% of portfolio
|
Q1 2025
Reduced 7.39%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Apr 23, 2025 Q1 2025 |
3,012
shares
|
$204,334
0.0% of portfolio
|
Q1 2025
Added 1.48%
|
|
|
King Luther Capital Management Corp
Fort Worth, TX |
May 12, 2025 Q1 2025 |
2,981
shares
|
$202,231
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Fieldview Capital Management, LLC
Niles, MI |
May 15, 2025 Q1 2025 |
2,939
shares
|
$199,381
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
May 12, 2025 Q1 2025 |
2,927
shares
|
$198,567
0.02% of portfolio
|
Q1 2025
New holding
|