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 |
|---|---|---|---|---|---|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Apr 28, 2025 Q1 2025 |
82
shares
|
$5,533
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Apr 16, 2025 Q1 2025 |
78
shares
|
$5,263
0.0% of portfolio
|
Q1 2025
Reduced 29.09%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
May 16, 2025 Q1 2025 |
72
shares
|
$4,858
0.0% of portfolio
|
Q1 2025
Added 227.27%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
71
shares
|
$4,791
0.0% of portfolio
|
Q2 2022
Added 545.45%
|
|
|
Urban Wealth Management, LLC
|
Jul 22, 2022 Q2 2022 |
69
shares
|
$4,656
0.02% of portfolio
|
Q2 2022
New holding
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Apr 10, 2025 Q1 2025 |
67
shares
|
$4,521
0.0% of portfolio
|
Q2 2024
Reduced 31.63%
|
|
|
Hollencrest Capital Management
|
May 02, 2025 Q1 2025 |
65
shares
|
$4,386
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Financial Management Professionals, Inc.
|
Apr 10, 2025 Q1 2025 |
61
shares
|
$4,116
0.0% of portfolio
|
Q4 2024
Reduced 21.79%
|
|
|
Corsicana & Co.
|
Oct 14, 2022 Q3 2022 |
59
shares
|
$3,981
0.0% of portfolio
|
Q2 2021
New holding
|
|
|
Ogorek Anthony Joseph
|
May 09, 2025 Q1 2025 |
58
shares
|
$3,913
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Sierra Ocean, LLC
Ripon, CA |
Apr 29, 2025 Q1 2025 |
58
shares
|
$3,913
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Lowe Wealth Advisors, LLC
|
Apr 07, 2025 Q1 2025 |
55
shares
|
$3,711
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Dunhill Financial, LLC
London, X0 |
Apr 21, 2025 Q1 2025 |
55
shares
|
$3,711
0.0% of portfolio
|
Q1 2025
Reduced 6.78%
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
May 14, 2025 Q1 2025 |
54
shares
|
$3,643
0.0% of portfolio
|
Q1 2025
Reduced 47.06%
|
|
|
Cbiz Investment Advisory Services, LLC
|
May 05, 2025 Q1 2025 |
52
shares
|
$3,508
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Apr 15, 2025 Q1 2025 |
51
shares
|
$3,441
0.0% of portfolio
|
Q1 2025
Reduced 84.06%
|
|
|
Advisor Net Financial, Inc
|
Apr 07, 2025 Q1 2025 |
49
shares
|
$3,306
0.0% of portfolio
|
Q1 2025
Reduced 87.96%
|
|
|
Olistico Wealth, LLC
Tulsa, OK |
Apr 29, 2025 Q1 2025 |
41
shares
|
$2,766
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Manchester Capital Management LLC
Manchester, VT |
May 09, 2025 Q1 2025 |
39
shares
|
$2,631
0.0% of portfolio
|
Q1 2025
Added 225.0%
|
|
|
10 Elms LLP
Tulsa, OK |
May 13, 2025 Q1 2025 |
36
shares
|
$2,429
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
Apr 29, 2025 Q1 2025 |
36
shares
|
$2,429
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Tfc Financial Management
|
Apr 24, 2025 Q1 2025 |
32
shares
|
$2,159
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Halbert Hargrove Global Advisors, LLC
|
Apr 17, 2025 Q1 2025 |
31
shares
|
$2,091
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Lord & Richards Wealth Management, LLC
Highlands Ranch, CO |
May 02, 2025 Q1 2025 |
31
shares
|
$2,091
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Nemes Rush Group LLC
Novi, MI |
May 07, 2025 Q1 2025 |
30
shares
|
$2,024
0.0% of portfolio
|
Q4 2024
New holding
|