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 |
|---|---|---|---|---|---|
|
Hantz Financial Services, Inc.
|
May 12, 2025 Q1 2025 |
682
shares
|
$46,021
0.0% of portfolio
|
Q1 2025
Reduced 1.3%
|
|
|
Tortoise Investment Management, LLC
|
May 14, 2025 Q1 2025 |
676
shares
|
$45,616
0.01% of portfolio
|
Q4 2024
Reduced 0.44%
|
|
|
Pin Oak Investment Advisors Inc
Houston, TX |
May 07, 2025 Q1 2025 |
660
shares
|
$44,536
0.02% of portfolio
|
Q3 2021
New holding
|
|
|
Heritage Wealth Advisors
|
May 08, 2025 Q1 2025 |
658
shares
|
$44,401
0.0% of portfolio
|
Q1 2024
Reduced 17.75%
|
|
|
Deseret Mutual Benefit Administrators
|
Apr 25, 2025 Q1 2025 |
650
shares
|
$43,862
0.02% of portfolio
|
Q4 2023
Reduced 20.05%
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
610
shares
|
$41,162
0.01% of portfolio
|
Q2 2020
Reduced 45.05%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Apr 29, 2025 Q1 2025 |
606
shares
|
$40,892
0.0% of portfolio
|
Q1 2025
Reduced 18.77%
|
|
|
Mechanics Financial Corp
|
May 02, 2025 Q1 2025 |
605
shares
|
$40,825
0.02% of portfolio
|
Q1 2024
Added 16.35%
|
|
|
Delta Asset Management LLC
Memphis, TN |
May 09, 2025 Q1 2025 |
605
shares
|
$40,825
0.0% of portfolio
|
Q3 2024
Reduced 29.24%
|
|
|
Dt Investment Partners, LLC
|
Apr 29, 2025 Q1 2025 |
600
shares
|
$40,488
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Key F Inancial Inc
|
May 01, 2025 Q1 2025 |
598
shares
|
$40,353
0.01% of portfolio
|
Q4 2020
New holding
|
|
|
Pacific Center For Financial Services
San Ramon, CA |
May 15, 2025 Q1 2025 |
598
shares
|
$40,353
0.01% of portfolio
|
Q2 2018
New holding
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
576
shares
|
$38,868
0.03% of portfolio
|
Q2 2022
Reduced 33.79%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
569
shares
|
$38,396
0.0% of portfolio
|
Q1 2025
Reduced 50.86%
|
|
|
Investment Management Corp /Va/ /Adv
Roanoke, VA |
May 07, 2025 Q1 2025 |
569
shares
|
$38,396
0.04% of portfolio
|
Q1 2025
Added 168.4%
|
|
|
Independence Bank Of Kentucky
|
Apr 11, 2025 Q1 2025 |
556
shares
|
$37,518
0.01% of portfolio
|
Q3 2023
Reduced 5.44%
|
|
|
Cnb Bank
Clearfield, PA |
Apr 24, 2025 Q1 2025 |
553
shares
|
$37,316
0.02% of portfolio
|
Q3 2024
Added 23.71%
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Apr 22, 2025 Q1 2025 |
534
shares
|
$36,034
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Agf Investments LLC
Boston, MA |
Nov 10, 2022 Q3 2022 |
522
shares
|
$35,224
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Motco
|
May 07, 2025 Q1 2025 |
499
shares
|
$33,672
0.0% of portfolio
|
Q4 2024
Reduced 54.51%
|
|
|
Bank Of Jackson Hole Trust
Jackson, WY |
May 08, 2025 Q1 2025 |
498
shares
|
$33,605
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
497
shares
|
$33,537
0.0% of portfolio
|
Q1 2025
Added 28.09%
|
|
|
Hemington Wealth Management
|
May 09, 2025 Q1 2025 |
496
shares
|
$33,470
0.01% of portfolio
|
Q1 2025
Added 5.98%
|
|
|
Fairscale Capital, LLC
Nashua, NH |
May 13, 2025 Q1 2025 |
492
shares
|
$33,200
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
May 09, 2025 Q1 2025 |
488
shares
|
$32,930
0.02% of portfolio
|
Q1 2025
New holding
|