Institutional Ownership Evergy, Inc. (EVRG)
This table provides information about the institutional ownership of Evergy, Inc. (EVRG). We have compiled data on the 906 institutions that hold shares in the stock, with a total of 202 Million shares, which have been reported (via 13F filing form) to have a value of $13.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Geo Wealth Management, LLC
Chicago, IL |
May 09, 2025 Q1 2025 |
956
shares
|
$64,510
0.0% of portfolio
|
Q1 2025
Reduced 65.89%
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Apr 16, 2025 Q1 2025 |
956
shares
|
$64,510
0.03% of portfolio
|
Q1 2023
New holding
|
|
|
Parkside Financial Bank & Trust
|
May 08, 2025 Q1 2025 |
924
shares
|
$62,351
0.01% of portfolio
|
Q1 2025
Added 15.79%
|
|
|
Cva Family Office, LLC
|
Apr 16, 2025 Q1 2025 |
908
shares
|
$61,271
0.01% of portfolio
|
Q1 2025
Reduced 4.42%
|
|
|
Crewe Advisors LLC
|
Apr 22, 2025 Q1 2025 |
900
shares
|
$60,732
0.01% of portfolio
|
Q2 2024
Reduced 10.18%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
899
shares
|
$60,664
0.0% of portfolio
|
Q4 2024
Added 15.85%
|
|
|
Truvestments Capital LLC
Sarasota, FL |
May 14, 2025 Q1 2025 |
887
shares
|
$59,854
0.01% of portfolio
|
Q1 2025
Added 69.6%
|
|
|
Asset Dedication, LLC
|
May 01, 2025 Q1 2025 |
886
shares
|
$59,787
0.01% of portfolio
|
Q1 2025
Added 1.61%
|
|
|
Hexagon Capital Partners LLC
|
Apr 29, 2025 Q1 2025 |
882
shares
|
$59,517
0.01% of portfolio
|
Q1 2025
Added 8.75%
|
|
|
Whittier Trust CO Of Nevada Inc
|
May 02, 2025 Q1 2025 |
860
shares
|
$58,032
0.0% of portfolio
|
Q2 2024
Added 0.7%
|
|
|
Hughes Financial Services, LLC
Herndon, VA |
May 01, 2025 Q1 2025 |
842
shares
|
$56,818
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
May 01, 2025 Q1 2025 |
842
shares
|
$56,818
0.0% of portfolio
|
Q1 2025
Added 5.65%
|
|
|
National Pension Service
Jeonju Si, Jeollabuk Do, M5 |
May 12, 2025 Q1 2025 |
840
shares
|
$56,683
0.0% of portfolio
|
Q1 2025
Added 74.64%
|
|
|
City State Bank
Norwalk, IA |
Apr 11, 2025 Q1 2025 |
808
shares
|
$54,523
0.02% of portfolio
|
Q2 2024
Reduced 3.23%
|
|
|
City Holding CO
|
Apr 14, 2025 Q1 2025 |
808
shares
|
$54,523
0.01% of portfolio
|
Q3 2022
Reduced 9.72%
|
|
|
Riverview Trust CO
|
Apr 10, 2025 Q1 2025 |
804
shares
|
$54,253
0.06% of portfolio
|
Q1 2024
New holding
|
|
|
Rocky Mountain Advisers, LLC
|
May 05, 2025 Q1 2025 |
797
shares
|
$53,781
0.04% of portfolio
|
Q1 2025
Reduced 5.34%
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
May 15, 2025 Q1 2025 |
793
shares
|
$53,511
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Whittier Trust CO
|
May 02, 2025 Q1 2025 |
781
shares
|
$52,701
0.0% of portfolio
|
Q1 2022
Reduced 67.17%
|
|
|
Centennial Bank/Ar/
Conway, AR |
Apr 29, 2025 Q1 2025 |
777
shares
|
$52,431
0.03% of portfolio
|
Q2 2024
Reduced 50.0%
|
|
|
Pinnacle Bancorp, Inc.
|
Apr 23, 2025 Q1 2025 |
740
shares
|
$49,935
0.02% of portfolio
|
Q1 2024
Added 3.79%
|
|
|
Cromwell Holdings LLC
Jackson, WY |
Apr 30, 2025 Q1 2025 |
732
shares
|
$49,395
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Rothschild Investment LLC
Chicago, IL |
Apr 08, 2025 Q1 2025 |
732
shares
|
$49,395
0.0% of portfolio
|
Q1 2025
Reduced 1.21%
|
|
|
Mv Capital Management, Inc.
|
Apr 15, 2025 Q1 2025 |
725
shares
|
$48,923
0.01% of portfolio
|
Q4 2024
Reduced 1.49%
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
May 13, 2025 Q1 2025 |
710
shares
|
$47,910
0.01% of portfolio
|
Q1 2025
Added 221.27%
|