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 |
|---|---|---|---|---|---|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
165
shares
|
$11,353
0.0% of portfolio
|
Q2 2023
Added 1.23%
|
|
|
Cgc Financial Services, LLC
Lake Oswego, OR |
Apr 14, 2025 Q1 2025 |
164
shares
|
$11,284
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
Apr 23, 2025 Q1 2025 |
151
shares
|
$10,390
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Capital Advisors, Ltd. LLC
|
Apr 15, 2025 Q1 2025 |
149
shares
|
$10,252
0.0% of portfolio
|
Q2 2024
Reduced 6.88%
|
|
|
Paladin Advisory Group, LLC
|
Apr 15, 2025 Q1 2025 |
145
shares
|
$9,977
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Global X Japan Co., Ltd.
Chiyoda Ku, Tokyo, M0 |
Jul 11, 2025 Q2 2025 |
142
shares
|
$9,771
0.0% of portfolio
|
Q2 2025
Reduced 40.59%
|
|
|
High Note Wealth, LLC
Deephaven, MN |
May 01, 2025 Q1 2025 |
142
shares
|
$9,771
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Vital Stone Financial, LLC
Shavano Park, TX |
Oct 11, 2024 Q3 2024 |
138
shares
|
$9,495
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Aviso Financial Inc.
Toronto, A6 |
May 13, 2025 Q1 2025 |
137
shares
|
$9,426
0.0% of portfolio
|
Q1 2025
Reduced 98.8%
|
|
|
Northwest Investment Counselors, LLC
|
Oct 21, 2024 Q3 2024 |
119
shares
|
$8,188
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Apr 24, 2025 Q1 2025 |
119
shares
|
$8,188
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Apr 17, 2025 Q1 2025 |
119
shares
|
$8,188
0.0% of portfolio
|
Q2 2024
Reduced 55.6%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
119
shares
|
$8,188
0.0% of portfolio
|
Q4 2021
Reduced 33.52%
|
|
|
Tsfg, LLC
|
Apr 24, 2025 Q1 2025 |
113
shares
|
$7,775
0.0% of portfolio
|
Q4 2021
Added 289.66%
|
|
|
Jfs Wealth Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
112
shares
|
$7,706
0.0% of portfolio
|
Q1 2025
Added 1.82%
|
|
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
May 09, 2025 Q1 2025 |
109
shares
|
$7,500
0.0% of portfolio
|
Q4 2024
Reduced 8.4%
|
|
|
Gen Wealth Partners Inc
Zeeland, MI |
May 13, 2025 Q1 2025 |
107
shares
|
$7,362
0.0% of portfolio
|
Q1 2025
Reduced 34.36%
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
105
shares
|
$7,225
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Advantage Trust CO
Salina, KS |
May 07, 2025 Q1 2025 |
100
shares
|
$6,881
0.0% of portfolio
|
Q1 2025
Reduced 93.74%
|
|
|
New England Capital Financial Advisors LLC
Meriden, CT |
May 05, 2025 Q1 2025 |
100
shares
|
$6,881
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Banque Transatlantique Sa
Paris, I0 |
May 15, 2025 Q1 2025 |
100
shares
|
$6,881
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
May 15, 2025 Q1 2025 |
99
shares
|
$6,812
0.0% of portfolio
|
Q4 2024
Added 13.79%
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
May 09, 2025 Q1 2025 |
92
shares
|
$6,330
0.0% of portfolio
|
Q4 2024
Reduced 1.08%
|
|
|
Saudi Central Bank
Riyadh, T0 |
May 15, 2025 Q1 2025 |
90
shares
|
$6,192
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Washington Trust CO
|
Apr 25, 2025 Q1 2025 |
90
shares
|
$6,192
0.0% of portfolio
|
Q1 2025
Reduced 66.54%
|