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 |
|---|---|---|---|---|---|
|
Carolina Wealth Advisors, LLC
|
Jan 14, 2025 Q4 2024 |
478
shares
|
$32,489
0.02% of portfolio
|
Q3 2020
New holding
|
|
|
Avion Wealth
The Woodlands, TX |
Jan 29, 2025 Q4 2024 |
470
shares
|
$31,945
0.01% of portfolio
|
Q4 2024
Added 1.73%
|
|
|
Private Trust CO Na
|
Feb 05, 2025 Q4 2024 |
468
shares
|
$31,809
0.0% of portfolio
|
Q1 2024
Reduced 9.48%
|
|
|
Hemington Wealth Management
|
Jan 29, 2025 Q4 2024 |
468
shares
|
$31,809
0.01% of portfolio
|
Q4 2024
Added 6.12%
|
|
|
Elequin Capital LP
New York, NY |
Feb 14, 2025 Q4 2024 |
466
shares
|
$31,674
0.0% of portfolio
|
Q1 2024
Reduced 3.22%
|
|
|
Lee Danner & Bass Inc
|
Feb 11, 2025 Q4 2024 |
425
shares
|
$28,887
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Financial Avengers, Inc.
Oakland, CA |
Feb 14, 2025 Q4 2024 |
420
shares
|
$28,547
0.01% of portfolio
|
Q4 2024
Added 0.96%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
411
shares
|
$27,935
0.0% of portfolio
|
Q4 2023
Added 25.69%
|
|
|
Advisor Net Financial, Inc
|
Jan 13, 2025 Q4 2024 |
407
shares
|
$27,663
0.0% of portfolio
|
Q4 2024
Reduced 7.5%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Feb 14, 2025 Q4 2024 |
388
shares
|
$26,372
0.0% of portfolio
|
Q4 2024
Reduced 11.42%
|
|
|
Cambridge Trust CO
Boston, MA |
May 30, 2024 Q1 2024 |
375
shares
|
$25,488
0.0% of portfolio
|
Q4 2022
Reduced 2.09%
|
|
|
Roxbury Financial LLC
Mount Arlington, NJ |
Jan 30, 2025 Q4 2024 |
373
shares
|
$25,352
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Jan 10, 2025 Q4 2024 |
358
shares
|
$24,333
0.02% of portfolio
|
Q2 2024
Added 0.56%
|
|
|
True Wealth Design, LLC
Akron, OH |
Feb 14, 2025 Q4 2024 |
357
shares
|
$24,265
0.01% of portfolio
|
Q4 2024
Added 1.71%
|
|
|
Raleigh Capital Management Inc.
Cary, NC |
Jan 17, 2025 Q4 2024 |
349
shares
|
$23,721
0.01% of portfolio
|
Q4 2024
Added 104.09%
|
|
|
Altshuler Shaham LTD
|
Feb 13, 2025 Q4 2024 |
341
shares
|
$23,177
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
First Command Advisory Services, Inc.
|
Feb 05, 2025 Q4 2024 |
332
shares
|
$22,566
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Burleson & Company, LLC
|
Jan 30, 2023 Q4 2022 |
330
shares
|
$22,430
0.01% of portfolio
|
Q1 2021
New holding
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Feb 06, 2025 Q4 2024 |
330
shares
|
$22,430
0.0% of portfolio
|
Q1 2024
Reduced 18.52%
|
|
|
Fsa Wealth Management LLC
Needham, MA |
Feb 14, 2025 Q4 2024 |
330
shares
|
$22,430
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Feb 24, 2025 Q4 2024 |
320
shares
|
$21,750
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jan 08, 2025 Q4 2024 |
320
shares
|
$21,750
0.01% of portfolio
|
Q3 2024
Added 527.45%
|
|
|
Red Tortoise LLC
Atlanta, GA |
Jan 24, 2025 Q4 2024 |
312
shares
|
$21,206
0.01% of portfolio
|
Q2 2024
Reduced 14.52%
|
|
|
Zions Bancorporation, N.A.
|
Feb 11, 2025 Q4 2024 |
311
shares
|
$21,138
0.0% of portfolio
|
Q3 2024
Reduced 2.51%
|
|
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
Feb 13, 2025 Q4 2024 |
299
shares
|
$20,323
0.0% of portfolio
|
Q1 2024
Reduced 2.61%
|