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 |
|---|---|---|---|---|---|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
89
shares
|
$6,124
0.0% of portfolio
|
Q4 2022
Reduced 52.91%
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
88
shares
|
$6,055
0.0% of portfolio
|
Q3 2023
Added 3.53%
|
|
|
Prestige Wealth Management Group LLC
|
May 12, 2025 Q1 2025 |
85
shares
|
$5,848
0.0% of portfolio
|
Q2 2024
Added 19.72%
|
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Apr 28, 2025 Q1 2025 |
82
shares
|
$5,642
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
May 16, 2025 Q1 2025 |
72
shares
|
$4,954
0.0% of portfolio
|
Q1 2025
Added 227.27%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
71
shares
|
$4,885
0.0% of portfolio
|
Q2 2022
Added 545.45%
|
|
|
Urban Wealth Management, LLC
|
Jul 22, 2022 Q2 2022 |
69
shares
|
$4,747
0.02% of portfolio
|
Q2 2022
New holding
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Apr 10, 2025 Q1 2025 |
67
shares
|
$4,610
0.0% of portfolio
|
Q2 2024
Reduced 31.63%
|
|
|
Hollencrest Capital Management
|
May 02, 2025 Q1 2025 |
65
shares
|
$4,472
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Financial Management Professionals, Inc.
|
Apr 10, 2025 Q1 2025 |
61
shares
|
$4,197
0.0% of portfolio
|
Q4 2024
Reduced 21.79%
|
|
|
Corsicana & Co.
|
Oct 14, 2022 Q3 2022 |
59
shares
|
$4,059
0.0% of portfolio
|
Q2 2021
New holding
|
|
|
Ogorek Anthony Joseph
|
May 09, 2025 Q1 2025 |
58
shares
|
$3,990
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Sierra Ocean, LLC
Ripon, CA |
Apr 29, 2025 Q1 2025 |
58
shares
|
$3,990
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Dunhill Financial, LLC
London, X0 |
Apr 21, 2025 Q1 2025 |
55
shares
|
$3,784
0.0% of portfolio
|
Q1 2025
Reduced 6.78%
|
|
|
Lowe Wealth Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
55
shares
|
$3,784
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
May 14, 2025 Q1 2025 |
54
shares
|
$3,715
0.0% of portfolio
|
Q1 2025
Reduced 47.06%
|
|
|
Cbiz Investment Advisory Services, LLC
|
Jun 03, 2025 Q1 2025 |
52
shares
|
$3,578
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Apr 15, 2025 Q1 2025 |
51
shares
|
$3,509
0.0% of portfolio
|
Q1 2025
Reduced 84.06%
|
|
|
Advisor Net Financial, Inc
|
Apr 07, 2025 Q1 2025 |
49
shares
|
$3,371
0.0% of portfolio
|
Q1 2025
Reduced 87.96%
|
|
|
Olistico Wealth, LLC
Tulsa, OK |
Apr 29, 2025 Q1 2025 |
41
shares
|
$2,821
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Manchester Capital Management LLC
Manchester, VT |
May 09, 2025 Q1 2025 |
39
shares
|
$2,683
0.0% of portfolio
|
Q1 2025
Added 225.0%
|
|
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
Apr 29, 2025 Q1 2025 |
36
shares
|
$2,477
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
10 Elms LLP
Tulsa, OK |
May 13, 2025 Q1 2025 |
36
shares
|
$2,477
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Tfc Financial Management
|
Apr 24, 2025 Q1 2025 |
32
shares
|
$2,201
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Lord & Richards Wealth Management, LLC
Highlands Ranch, CO |
May 02, 2025 Q1 2025 |
31
shares
|
$2,133
0.0% of portfolio
|
Q1 2025
New holding
|