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 201 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 |
|---|---|---|---|---|---|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
May 09, 2025 Q1 2025 |
488
shares
|
$33,579
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Carolina Wealth Advisors, LLC
|
Apr 24, 2025 Q1 2025 |
478
shares
|
$32,891
0.02% of portfolio
|
Q3 2020
New holding
|
|
|
Financial Network Wealth Management LLC
Draper, UT |
Apr 29, 2025 Q1 2025 |
478
shares
|
$32,891
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Clearstead Trust, LLC
Portland, ME |
May 09, 2025 Q1 2025 |
471
shares
|
$32,409
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Avion Wealth
The Woodlands, TX |
May 09, 2025 Q1 2025 |
470
shares
|
$32,340
0.01% of portfolio
|
Q4 2024
Added 1.73%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
May 01, 2025 Q1 2025 |
467
shares
|
$32,134
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Alpine Bank Wealth Management
Grand Junction, CO |
Apr 23, 2025 Q1 2025 |
467
shares
|
$32,134
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
True Wealth Design, LLC
Akron, OH |
May 13, 2025 Q1 2025 |
458
shares
|
$31,514
0.01% of portfolio
|
Q1 2025
Added 28.29%
|
|
|
Private Trust CO Na
|
Apr 28, 2025 Q1 2025 |
446
shares
|
$30,689
0.0% of portfolio
|
Q1 2025
Reduced 4.7%
|
|
|
Financial Avengers, Inc.
Oakland, CA |
May 14, 2025 Q1 2025 |
425
shares
|
$29,244
0.01% of portfolio
|
Q1 2025
Added 1.19%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
411
shares
|
$28,280
0.0% of portfolio
|
Q4 2023
Added 25.69%
|
|
|
Covestor LTD
Boston, MA |
May 12, 2025 Q1 2025 |
391
shares
|
$26,904
0.02% of portfolio
|
Q1 2025
Added 90.73%
|
|
|
Roxbury Financial LLC
Mount Arlington, NJ |
Jul 07, 2025 Q2 2025 |
385
shares
|
$26,491
0.03% of portfolio
|
Q2 2025
Added 1.85%
|
|
|
Cambridge Trust CO
Boston, MA |
May 30, 2024 Q1 2024 |
375
shares
|
$25,803
0.0% of portfolio
|
Q4 2022
Reduced 2.09%
|
|
|
Bfsg, LLC
|
Apr 17, 2025 Q1 2025 |
365
shares
|
$25,115
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Jul 09, 2025 Q2 2025 |
352
shares
|
$24,221
0.02% of portfolio
|
Q2 2025
Reduced 1.68%
|
|
|
Compass Financial Services Inc
West Des Moines, IA |
Jun 10, 2025 Q1 2025 |
346
shares
|
$23,808
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Fsa Wealth Management LLC
Needham, MA |
May 15, 2025 Q1 2025 |
330
shares
|
$22,707
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Burleson & Company, LLC
|
Jan 30, 2023 Q4 2022 |
330
shares
|
$22,707
0.01% of portfolio
|
Q1 2021
New holding
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
330
shares
|
$22,707
0.0% of portfolio
|
Q1 2024
Reduced 18.52%
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
May 15, 2025 Q1 2025 |
320
shares
|
$22,019
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Red Tortoise LLC
Atlanta, GA |
Apr 25, 2025 Q1 2025 |
312
shares
|
$21,468
0.01% of portfolio
|
Q2 2024
Reduced 14.52%
|
|
|
Zions Bancorporation, N.A.
|
Feb 11, 2025 Q4 2024 |
311
shares
|
$21,399
0.0% of portfolio
|
Q3 2024
Reduced 2.51%
|
|
|
Wealth Collab, LLC
Bellevue, WA |
May 14, 2025 Q1 2025 |
304
shares
|
$20,918
0.01% of portfolio
|
Q1 2025
Added 38.81%
|
|
|
Valley National Advisers Inc
|
Apr 25, 2025 Q1 2025 |
303
shares
|
$20,849
0.0% of portfolio
|
Q1 2025
Added 1.34%
|