Institutional Ownership Evergy, Inc. (EVRG)
This table provides information about the institutional ownership of Evergy, Inc. (EVRG). We have compiled data on the 782 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 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Jfs Wealth Advisors, LLC
|
Oct 25, 2024 Q3 2024 |
101
shares
|
$6,501
0.0% of portfolio
|
Q3 2024
Added 29.49%
|
|
|
New England Capital Financial Advisors LLC
Meriden, CT |
Oct 29, 2024 Q3 2024 |
100
shares
|
$6,437
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
Nov 14, 2024 Q3 2024 |
93
shares
|
$5,986
0.0% of portfolio
|
Q3 2024
Reduced 78.37%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
89
shares
|
$5,728
0.0% of portfolio
|
Q4 2022
Reduced 52.91%
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
88
shares
|
$5,664
0.0% of portfolio
|
Q3 2023
Added 3.53%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 13, 2024 Q3 2024 |
87
shares
|
$5,600
0.0% of portfolio
|
Q2 2024
Added 17.57%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Nov 13, 2024 Q3 2024 |
87
shares
|
$5,600
0.0% of portfolio
|
Q3 2024
Reduced 25.0%
|
|
|
Prestige Wealth Management Group LLC
|
Nov 14, 2024 Q3 2024 |
85
shares
|
$5,471
0.0% of portfolio
|
Q2 2024
Added 19.72%
|
|
|
Financial Management Professionals, Inc.
|
Oct 24, 2024 Q3 2024 |
78
shares
|
$5,020
0.0% of portfolio
|
Q1 2024
Added 239.13%
|
|
|
Eagle Bay Advisors LLC
New York, NY |
Oct 22, 2024 Q3 2024 |
74
shares
|
$4,763
0.0% of portfolio
|
Q2 2024
Added 15.63%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
71
shares
|
$4,570
0.0% of portfolio
|
Q2 2022
Added 545.45%
|
|
|
Urban Wealth Management, LLC
|
Jul 22, 2022 Q2 2022 |
69
shares
|
$4,441
0.02% of portfolio
|
Q2 2022
New holding
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Oct 11, 2024 Q3 2024 |
67
shares
|
$4,312
0.0% of portfolio
|
Q2 2024
Reduced 31.63%
|
|
|
Hollencrest Capital Management
|
Oct 31, 2024 Q3 2024 |
65
shares
|
$4,184
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Corsicana & Co.
|
Oct 14, 2022 Q3 2022 |
59
shares
|
$3,797
0.0% of portfolio
|
Q2 2021
New holding
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
Nov 13, 2024 Q3 2024 |
54
shares
|
$3,475
0.0% of portfolio
|
Q3 2024
Added 980.0%
|
|
|
Cbiz Investment Advisory Services, LLC
|
Nov 12, 2024 Q3 2024 |
52
shares
|
$3,347
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Ridgewood Investments LLC
|
Oct 04, 2024 Q3 2024 |
49
shares
|
$3,154
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Pom Investment Strategies, LLC
Raleigh, NC |
Oct 18, 2024 Q3 2024 |
47
shares
|
$3,025
0.0% of portfolio
|
Q3 2024
Added 2.17%
|
|
|
Dunhill Financial, LLC
London, X0 |
Nov 15, 2024 Q3 2024 |
47
shares
|
$3,025
0.0% of portfolio
|
Q3 2024
Added 104.35%
|
|
|
Tfc Financial Management
|
Oct 24, 2024 Q3 2024 |
32
shares
|
$2,059
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Rakuten Securities, Inc.
Tokyo, M0 |
Nov 05, 2024 Q3 2024 |
30
shares
|
$1,931
0.0% of portfolio
|
Q3 2024
Reduced 47.37%
|
|
|
Mcf Advisors LLC
Covington, KY |
Oct 24, 2024 Q3 2024 |
23
shares
|
$1,480
0.0% of portfolio
|
Q1 2024
Added 53.33%
|
|
|
Baldwin Brothers LLC
|
Oct 15, 2024 Q3 2024 |
20
shares
|
$1,287
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Nov 14, 2024 Q3 2024 |
20
shares
|
$1,287
0.0% of portfolio
|
Q3 2024
Reduced 99.5%
|