Purchases and Sales Made in Q1 2025 in Evergy, Inc. (EVRG)
This table provides information about the institutional ownership of Evergy, Inc. (EVRG) during Q1 2025. The information is specifically focused on institutions that hold shares of Evergy, Inc..
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 12, 2025
Q1 2025
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-9- 1.3% |
$539 - $626
|
682
$46.9K
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-9- 1.21% |
$539 - $626
|
732
$50.4K
|
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
SELL
|
- |
-11- 34.38% |
$659 - $765
|
21
$1.45K
|
|
|
Apr 30, 2025
Q1 2025
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-18- 0.51% |
$1.08K - $1.25K
|
3.48K
$240K
|
|
|
May 08, 2025
Q1 2025
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-20- 0.07% |
$1.2K - $1.39K
|
30.6K
$2.11M
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
SELL
|
- |
-22- 4.7% |
$1.32K - $1.53K
|
446
$30.7K
|
|
|
Apr 10, 2025
Q1 2025
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-28- 0.54% |
$1.68K - $1.95K
|
5.12K
$352K
|
|
|
Apr 16, 2025
Q1 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-32- 29.09% |
$1.92K - $2.22K
|
78
$5.37K
|
|
|
May 14, 2025
Q1 2025
|
Phoenix Wealth Advisors
|
SELL
|
- |
-35- 1.05% |
$2.1K - $2.43K
|
3.3K
$227K
|
|
|
May 08, 2025
Q1 2025
|
Ifg Advisory, LLC
|
SELL
|
- |
-37- 0.57% |
$2.22K - $2.57K
|
6.46K
$445K
|
|
|
May 05, 2025
Q1 2025
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
SELL
|
- |
-38- 3.75% |
$2.28K - $2.64K
|
976
$67.2K
|
|
|
May 14, 2025
Q1 2025
|
Ostrum Asset Management
Paris, I0 |
SELL
|
- |
-40- 2.49% |
$2.4K - $2.78K
|
1.57K
$108K
|
|
|
Apr 29, 2025
Q1 2025
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-41- 0.42% |
$2.46K - $2.85K
|
9.72K
$669K
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-41- 0.7% |
$2.46K - $2.85K
|
5.81K
$400K
|
|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
SELL
|
- |
-42- 4.42% |
$2.52K - $2.92K
|
908
$62.5K
|
|
|
May 05, 2025
Q1 2025
|
Rocky Mountain Advisers, LLC
|
SELL
|
- |
-45- 5.34% |
$2.7K - $3.13K
|
797
$54.8K
|
|
|
May 14, 2025
Q1 2025
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-48- 47.06% |
$2.88K - $3.34K
|
54
$3.72K
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-52- 0.66% |
$3.11K - $3.62K
|
7.86K
$541K
|
|
|
May 13, 2025
Q1 2025
|
Gen Wealth Partners Inc
Zeeland, MI |
SELL
|
- |
-56- 34.36% |
$3.35K - $3.89K
|
107
$7.36K
|
|
|
May 14, 2025
Q1 2025
|
British Columbia Investment Management Corp
Victoria, A1 |
SELL
|
- |
-57- 0.13% |
$3.41K - $3.96K
|
44K
$3.03M
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-62- 0.33% |
$3.71K - $4.31K
|
18.8K
$1.29M
|
|
|
Apr 09, 2025
Q1 2025
|
Bank & Trust CO
Litchfield, IL |
SELL
|
- |
-62- 1.53% |
$3.71K - $4.31K
|
3.98K
$274K
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
SELL
|
- |
-63- 5.87% |
$3.77K - $4.38K
|
1.01K
$69.5K
|
|
|
Apr 23, 2025
Q1 2025
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-70- 0.06% |
$4.19K - $4.87K
|
121K
$8.3M
|
|
|
May 07, 2025
Q1 2025
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-75- 2.4% |
$4.49K - $5.21K
|
3.05K
$210K
|
|
|
May 08, 2025
Q1 2025
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-75- 0.75% |
$4.49K - $5.21K
|
9.88K
$680K
|
|
|
Apr 14, 2025
Q1 2025
|
Wedmont Private Capital
|
SELL
|
- |
-77- 2.19% |
$4.61K - $5.35K
|
3.44K
$237K
|
|
|
Apr 10, 2025
Q1 2025
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-99- 1.76% |
$5.93K - $6.88K
|
5.51K
$379K
|
|
|
Apr 30, 2025
Q1 2025
|
State Of Michigan Retirement System
|
SELL
|
- |
-100- 0.14% |
$5.99K - $6.95K
|
69.7K
$4.79M
|
|
|
Apr 22, 2025
Q1 2025
|
Uncommon Cents Investing LLC
|
SELL
|
- |
-100- 1.68% |
$5.99K - $6.95K
|
5.84K
$402K
|
|
|
May 14, 2025
Q1 2025
|
Triad Wealth Partners, LLC
Lawrence, KS |
SELL
|
- |
-102- 2.35% |
$6.11K - $7.09K
|
4.23K
$291K
|
|
|
Apr 22, 2025
Q1 2025
|
Ledyard National Bank
|
SELL
|
- |
-105- 0.17% |
$6.29K - $7.3K
|
62.4K
$4.3M
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-106- 7.22% |
$6.35K - $7.37K
|
1.36K
$93.8K
|
|
|
Apr 30, 2025
Q1 2025
|
Deka Bank Deutsche Girozentrale
|
SELL
|
- |
-128- 0.69% |
$7.67K - $8.9K
|
18.4K
$1.27M
|
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-136- 1.06% |
$8.15K - $9.45K
|
12.7K
$875K
|
|
|
Apr 29, 2025
Q1 2025
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-140- 18.77% |
$8.39K - $9.73K
|
606
$41.7K
|
|
|
Apr 25, 2025
Q1 2025
|
Sumitomo Mitsui Trust Holdings, Inc.
|
SELL
|
- |
-145- 0.03% |
$8.69K - $10.1K
|
539K
$37.1M
|
|
|
May 08, 2025
Q1 2025
|
Hartford Investment Management CO
|
SELL
|
- |
-146- 1.03% |
$8.75K - $10.1K
|
14K
$966K
|
|
|
Apr 24, 2025
Q1 2025
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-150- 1.98% |
$8.99K - $10.4K
|
7.42K
$511K
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-165- 10.29% |
$9.88K - $11.5K
|
1.44K
$99K
|
|
|
Apr 29, 2025
Q1 2025
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-174- 49.86% |
$10.4K - $12.1K
|
175
$12K
|
|
|
Apr 25, 2025
Q1 2025
|
Washington Trust CO
|
SELL
|
- |
-179- 66.54% |
$10.7K - $12.4K
|
90
$6.19K
|
|
|
May 13, 2025
Q1 2025
|
Amica Retiree Medical Trust
|
SELL
|
- |
-183- 15.15% |
$11K - $12.7K
|
1.03K
$70.5K
|
|
|
May 05, 2025
Q1 2025
|
Garner Asset Management Corp
|
SELL
|
- |
-192- 3.5% |
$11.5K - $13.3K
|
5.3K
$364K
|
|
|
Apr 30, 2025
Q1 2025
|
New Mexico Educational Retirement Board
|
SELL
|
- |
-200- 1.83% |
$12K - $13.9K
|
10.8K
$740K
|
|
|
May 01, 2025
Q1 2025
|
Securian Asset Management, Inc
|
SELL
|
- |
-200- 1.63% |
$12K - $13.9K
|
12.1K
$832K
|
|
|
Apr 29, 2025
Q1 2025
|
Core First Bank & Trust
Topeka, KS |
SELL
|
- |
-208- 3.05% |
$12.5K - $14.5K
|
6.62K
$455K
|
|
|
May 15, 2025
Q1 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-212- 0.45% |
$12.7K - $14.7K
|
46.7K
$3.21M
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-236- 8.81% |
$14.1K - $16.4K
|
2.44K
$168K
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-241- 7.39% |
$14.4K - $16.8K
|
3.02K
$208K
|