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 |
|---|---|---|---|---|---|
|
Barnes Wealth Management Group, Inc
Bakersfield, CA |
May 14, 2025 Q1 2025 |
2,909
shares
|
$197,346
0.13% of portfolio
|
Q1 2025
New holding
|
|
|
Riggs Asset Managment Co. Inc.
|
Apr 29, 2025 Q1 2025 |
2,800
shares
|
$189,952
0.06% of portfolio
|
Q4 2020
New holding
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
2,688
shares
|
$182,353
0.0% of portfolio
|
Q4 2024
Added 32.22%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
2,543
shares
|
$172,517
0.02% of portfolio
|
Q1 2025
Added 9.94%
|
|
|
Virtus Investment Advisers, Inc.
Hartford, CT |
May 14, 2025 Q1 2025 |
2,440
shares
|
$165,529
0.06% of portfolio
|
Q1 2025
Reduced 74.06%
|
|
|
Cx Institutional
|
Jul 16, 2025 Q2 2025 |
2,336
shares
|
$158,474
0.01% of portfolio
|
Q2 2025
Reduced 10.12%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
May 12, 2025 Q1 2025 |
2,329
shares
|
$157,999
0.01% of portfolio
|
Q3 2024
Reduced 8.77%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
2,294
shares
|
$155,624
0.02% of portfolio
|
Q4 2024
Reduced 18.39%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
May 14, 2025 Q1 2025 |
2,245
shares
|
$152,300
0.0% of portfolio
|
Q1 2025
Added 801.61%
|
|
|
Versant Capital Management, Inc
|
Jul 07, 2025 Q2 2025 |
2,200
shares
|
$149,248
0.02% of portfolio
|
Q2 2025
Added 3.14%
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
May 08, 2025 Q1 2025 |
2,074
shares
|
$140,700
0.02% of portfolio
|
Q2 2024
Added 668.15%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
May 13, 2025 Q1 2025 |
1,958
shares
|
$132,830
0.01% of portfolio
|
Q1 2025
Reduced 0.36%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
1,940
shares
|
$131,609
0.01% of portfolio
|
Q1 2025
Reduced 41.69%
|
|
|
Trust CO Of Vermont
|
Jul 18, 2025 Q2 2025 |
1,870
shares
|
$126,860
0.01% of portfolio
|
Q4 2024
Added 17.98%
|
|
|
Johnson Midwest Financial, LLC
|
Nov 07, 2023 Q3 2023 |
1,867
shares
|
$126,657
0.21% of portfolio
|
Q4 2021
Added 16.32%
|
|
|
Tradewinds Capital Management, LLC
|
Apr 25, 2025 Q1 2025 |
1,800
shares
|
$122,112
0.03% of portfolio
|
Q1 2024
New holding
|
|
|
Gps Wealth Strategies Group, LLC
|
Apr 15, 2025 Q1 2025 |
1,782
shares
|
$120,890
0.02% of portfolio
|
Q1 2025
Added 3.85%
|
|
|
Y.D. More Investments LTD
Ramat Gan, L3 |
May 12, 2025 Q1 2025 |
1,771
shares
|
$120,144
0.01% of portfolio
|
Q1 2025
Reduced 22.12%
|
|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
1,736
shares
|
$117,770
0.01% of portfolio
|
Q1 2025
Added 262.42%
|
|
|
Seeyond
Paris, I0 |
Feb 13, 2023 Q4 2022 |
1,671
shares
|
$113,360
0.01% of portfolio
|
Q4 2022
Reduced 5.81%
|
|
|
First Command Bank
|
Jul 21, 2023 Q2 2023 |
1,600
shares
|
$108,544
0.01% of portfolio
|
Q2 2023
Reduced 6.71%
|
|
|
First Command Financial Services, Inc.
|
Jul 21, 2023 Q2 2023 |
1,600
shares
|
$108,544
0.01% of portfolio
|
Q2 2023
Reduced 6.71%
|
|
|
Ostrum Asset Management
Paris, I0 |
May 14, 2025 Q1 2025 |
1,569
shares
|
$106,440
0.01% of portfolio
|
Q1 2025
Reduced 2.49%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
1,522
shares
|
$103,252
0.0% of portfolio
|
Q3 2022
Added 42.51%
|
|
|
Addison Advisors LLC
|
May 12, 2025 Q1 2025 |
1,514
shares
|
$102,709
0.03% of portfolio
|
Q1 2025
Added 454.58%
|