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 |
|---|---|---|---|---|---|
|
Cva Family Office, LLC
|
Jan 07, 2025 Q4 2024 |
950
shares
|
$64,571
0.01% of portfolio
|
Q4 2024
Added 32.5%
|
|
|
Crewe Advisors LLC
|
Jan 27, 2025 Q4 2024 |
900
shares
|
$61,173
0.01% of portfolio
|
Q2 2024
Reduced 10.18%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
899
shares
|
$61,105
0.0% of portfolio
|
Q4 2024
Added 15.85%
|
|
|
Asset Dedication, LLC
|
Jan 22, 2025 Q4 2024 |
872
shares
|
$59,269
0.0% of portfolio
|
Q4 2024
Reduced 1.47%
|
|
|
Whittier Trust CO Of Nevada Inc
|
Feb 11, 2025 Q4 2024 |
860
shares
|
$58,454
0.0% of portfolio
|
Q2 2024
Added 0.7%
|
|
|
Rocky Mountain Advisers, LLC
|
Jan 29, 2025 Q4 2024 |
842
shares
|
$57,230
0.04% of portfolio
|
Q2 2024
Reduced 4.97%
|
|
|
Hexagon Capital Partners LLC
|
Feb 07, 2025 Q4 2024 |
811
shares
|
$55,123
0.01% of portfolio
|
Q4 2024
Added 52.73%
|
|
|
City State Bank
Norwalk, IA |
Jan 13, 2025 Q4 2024 |
808
shares
|
$54,919
0.02% of portfolio
|
Q2 2024
Reduced 3.23%
|
|
|
City Holding CO
|
Jan 16, 2025 Q4 2024 |
808
shares
|
$54,919
0.01% of portfolio
|
Q3 2022
Reduced 9.72%
|
|
|
Riverview Trust CO
|
Feb 05, 2025 Q4 2024 |
804
shares
|
$54,647
0.05% of portfolio
|
Q1 2024
New holding
|
|
|
Parkside Financial Bank & Trust
|
Feb 05, 2025 Q4 2024 |
798
shares
|
$54,240
0.01% of portfolio
|
Q4 2024
Added 7.4%
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Feb 05, 2025 Q4 2024 |
797
shares
|
$54,172
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Feb 10, 2025 Q4 2024 |
793
shares
|
$53,900
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Lindbrook Capital, LLC
|
Feb 06, 2025 Q4 2024 |
786
shares
|
$53,424
0.0% of portfolio
|
Q4 2024
Added 1.55%
|
|
|
Whittier Trust CO
|
Feb 11, 2025 Q4 2024 |
781
shares
|
$53,084
0.0% of portfolio
|
Q1 2022
Reduced 67.17%
|
|
|
Centennial Bank/Ar/
Conway, AR |
Feb 06, 2025 Q4 2024 |
777
shares
|
$52,812
0.02% of portfolio
|
Q2 2024
Reduced 50.0%
|
|
|
Versant Capital Management, Inc
|
Jan 02, 2025 Q4 2024 |
750
shares
|
$50,977
0.01% of portfolio
|
Q4 2024
Added 16.1%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Feb 11, 2025 Q4 2024 |
746
shares
|
$50,705
0.0% of portfolio
|
Q4 2024
Added 0.67%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Feb 04, 2025 Q4 2024 |
741
shares
|
$50,365
0.0% of portfolio
|
Q4 2024
Added 1.51%
|
|
|
Pinnacle Bancorp, Inc.
|
Jan 14, 2025 Q4 2024 |
740
shares
|
$50,297
0.01% of portfolio
|
Q1 2024
Added 3.79%
|
|
|
Cromwell Holdings LLC
Jackson, WY |
Feb 03, 2025 Q4 2024 |
732
shares
|
$49,754
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Sandy Spring Bank
|
Feb 11, 2025 Q4 2024 |
730
shares
|
$49,618
0.0% of portfolio
|
Q4 2024
Added 5983.33%
|
|
|
Mv Capital Management, Inc.
|
Feb 12, 2025 Q4 2024 |
725
shares
|
$49,278
0.0% of portfolio
|
Q4 2024
Reduced 1.49%
|
|
|
Sentry Investment Management LLC
|
Feb 04, 2025 Q4 2024 |
713
shares
|
$48,462
0.02% of portfolio
|
Q4 2024
Reduced 13.99%
|
|
|
Hantz Financial Services, Inc.
|
Jan 23, 2025 Q4 2024 |
691
shares
|
$46,967
0.0% of portfolio
|
Q3 2024
Reduced 11.07%
|