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 |
|---|---|---|---|---|---|
|
South State Corp
|
May 12, 2025 Q1 2025 |
286
shares
|
$19,299
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
May 12, 2025 Q1 2025 |
284
shares
|
$19,164
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Jnba Financial Advisors
|
Apr 25, 2025 Q1 2025 |
273
shares
|
$18,422
0.0% of portfolio
|
Q1 2024
Added 273.97%
|
|
|
Nu Wave Investment Management, LLC
|
Oct 21, 2022 Q3 2022 |
270
shares
|
$18,219
0.02% of portfolio
|
Q3 2022
New holding
|
|
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
May 13, 2025 Q1 2025 |
269
shares
|
$18,152
0.01% of portfolio
|
Q3 2022
Reduced 50.0%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
May 02, 2025 Q1 2025 |
260
shares
|
$17,544
0.01% of portfolio
|
Q2 2024
Added 118.49%
|
|
|
Acadian Asset Management LLC
Boston, MA |
Feb 11, 2025 Q4 2024 |
260
shares
|
$17,544
0.0% of portfolio
|
Q2 2024
Reduced 97.9%
|
|
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
Apr 25, 2025 Q1 2025 |
250
shares
|
$16,870
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Global X Japan Co., Ltd.
Chiyoda Ku, Tokyo, M0 |
Apr 21, 2025 Q1 2025 |
239
shares
|
$16,127
0.0% of portfolio
|
Q1 2025
Added 8.14%
|
|
|
Missouri Trust & Investment CO
Springfield, MO |
Apr 16, 2025 Q1 2025 |
226
shares
|
$15,250
0.01% of portfolio
|
Q4 2021
New holding
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
May 07, 2025 Q1 2025 |
220
shares
|
$14,845
0.0% of portfolio
|
Q2 2023
Reduced 4.35%
|
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
May 14, 2025 Q1 2025 |
209
shares
|
$14,103
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
200
shares
|
$13,496
0.0% of portfolio
|
Q1 2022
Reduced 9.5%
|
|
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
Apr 29, 2025 Q1 2025 |
200
shares
|
$13,496
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Apr 28, 2025 Q1 2025 |
200
shares
|
$13,496
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
May 13, 2025 Q1 2025 |
198
shares
|
$13,361
0.0% of portfolio
|
Q1 2025
Added 2.06%
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Apr 23, 2025 Q1 2025 |
190
shares
|
$12,821
0.0% of portfolio
|
Q3 2024
Added 46.15%
|
|
|
Gw&K Investment Management, LLC
Boston, MA |
May 05, 2025 Q1 2025 |
189
shares
|
$12,753
0.0% of portfolio
|
Q1 2025
Added 3.85%
|
|
|
Tctc Holdings, LLC
Dallas, TX |
May 07, 2025 Q1 2025 |
184
shares
|
$12,416
0.0% of portfolio
|
Q1 2025
Added 100.0%
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
181
shares
|
$12,213
0.0% of portfolio
|
Q2 2024
Added 2.26%
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
176
shares
|
$11,876
0.0% of portfolio
|
Q4 2019
New holding
|
|
|
Raleigh Capital Management Inc.
Cary, NC |
Apr 29, 2025 Q1 2025 |
175
shares
|
$11,809
0.01% of portfolio
|
Q1 2025
Reduced 49.86%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
May 14, 2025 Q1 2025 |
166
shares
|
$11,201
0.0% of portfolio
|
Q1 2025
Added 822.22%
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
165
shares
|
$11,134
0.0% of portfolio
|
Q2 2023
Added 1.23%
|
|
|
Cgc Financial Services, LLC
Lake Oswego, OR |
Apr 14, 2025 Q1 2025 |
164
shares
|
$11,066
0.0% of portfolio
|
Q2 2023
New holding
|