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 |
|---|---|---|---|---|---|---|---|
|
Apr 11, 2025
Q1 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
534+ 3.93% |
$32K - $37.1K
|
14.1K
$971K
|
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
504+ 7.67% |
$30.2K - $35K
|
7.07K
$487K
|
|
|
May 06, 2025
Q1 2025
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
501+ 15.52% |
$30K - $34.8K
|
3.73K
$257K
|
|
|
May 15, 2025
Q1 2025
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
497+ 0.69% |
$29.8K - $34.6K
|
72.2K
$4.97M
|
|
|
May 14, 2025
Q1 2025
|
Quest Partners LLC
New York, NY |
BUY
|
- |
492+ 17.54% |
$29.5K - $34.2K
|
3.3K
$227K
|
|
|
May 13, 2025
Q1 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
489+ 221.27% |
$29.3K - $34K
|
710
$48.9K
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
488New |
$29.2K - $33.9K
|
488
$33.6K
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
482+ 6.01% |
$28.9K - $33.5K
|
8.5K
$585K
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Network Wealth Management LLC
Draper, UT |
BUY
|
- |
478New |
$28.6K - $33.2K
|
478
$32.9K
|
|
|
May 13, 2025
Q1 2025
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
476+ 7.17% |
$28.5K - $33.1K
|
7.12K
$490K
|
|
|
May 09, 2025
Q1 2025
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
471New |
$28.2K - $32.7K
|
471
$32.4K
|
|
|
Apr 30, 2025
Q1 2025
|
Main Street Investment Advisors LLC
|
BUY
|
- |
470+ 9.64% |
$28.2K - $32.7K
|
5.35K
$368K
|
|
|
May 01, 2025
Q1 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
467New |
$28K - $32.5K
|
467
$32.1K
|
|
|
Apr 23, 2025
Q1 2025
|
Alpine Bank Wealth Management
Grand Junction, CO |
BUY
|
- |
467New |
$28K - $32.5K
|
467
$32.1K
|
|
|
Apr 30, 2025
Q1 2025
|
Xponance, Inc.
|
BUY
|
- |
436+ 1.4% |
$26.1K - $30.3K
|
31.5K
$2.17M
|
|
|
May 14, 2025
Q1 2025
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
431+ 4.89% |
$25.8K - $30K
|
9.24K
$636K
|
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
419+ 12.1% |
$25.1K - $29.1K
|
3.88K
$267K
|
|
|
Apr 30, 2025
Q1 2025
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
406+ 2.61% |
$24.3K - $28.2K
|
16K
$1.1M
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
396+ 9.51% |
$23.7K - $27.5K
|
4.56K
$314K
|
|
|
May 12, 2025
Q1 2025
|
Sierra Summit Advisors LLC
Incline Village, NV |
BUY
|
- |
386+ 3.15% |
$23.1K - $26.8K
|
12.6K
$870K
|
|
|
Apr 21, 2025
Q1 2025
|
Green Square Capital Advisors LLC
|
BUY
|
- |
372+ 1.27% |
$22.3K - $25.9K
|
29.6K
$2.04M
|
|
|
Apr 17, 2025
Q1 2025
|
Bfsg, LLC
|
BUY
|
- |
365New |
$21.9K - $25.4K
|
365
$25.1K
|
|
|
May 07, 2025
Q1 2025
|
Empirical Finance, LLC
|
BUY
|
- |
364+ 4.75% |
$21.8K - $25.3K
|
8.03K
$552K
|
|
|
May 14, 2025
Q1 2025
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
364+ 69.6% |
$21.8K - $25.3K
|
887
$61K
|
|
|
May 08, 2025
Q1 2025
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
363+ 1.02% |
$21.7K - $25.2K
|
36.1K
$2.48M
|
|
|
May 12, 2025
Q1 2025
|
National Pension Service
Jeonju Si, Jeollabuk Do, M5 |
BUY
|
- |
359+ 74.64% |
$21.5K - $25K
|
840
$57.8K
|
|
|
May 07, 2025
Q1 2025
|
Investment Management Corp /Va/ /Adv
Roanoke, VA |
BUY
|
- |
357+ 168.4% |
$21.4K - $24.8K
|
569
$39.2K
|
|
|
Apr 14, 2025
Q1 2025
|
Yousif Capital Management, LLC
|
BUY
|
- |
348+ 0.77% |
$20.8K - $24.2K
|
45.8K
$3.15M
|
|
|
Jun 10, 2025
Q1 2025
|
Compass Financial Services Inc
West Des Moines, IA |
BUY
|
- |
346New |
$20.7K - $24.1K
|
346
$23.8K
|
|
|
May 13, 2025
Q1 2025
|
Evoke Wealth, LLC
|
BUY
|
- |
323+ 4.77% |
$19.3K - $22.5K
|
7.1K
$488K
|
|
|
May 15, 2025
Q1 2025
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
311+ 1.09% |
$18.6K - $21.6K
|
28.8K
$1.98M
|
|
|
May 07, 2025
Q1 2025
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
305+ 2.44% |
$18.3K - $21.2K
|
12.8K
$881K
|
|
|
Apr 25, 2025
Q1 2025
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
300+ 2.85% |
$18K - $20.9K
|
10.8K
$745K
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
288+ 6.58% |
$17.3K - $20K
|
4.66K
$321K
|
|
|
May 12, 2025
Q1 2025
|
South State Corp
|
BUY
|
- |
286New |
$17.1K - $19.9K
|
286
$19.7K
|
|
|
May 15, 2025
Q1 2025
|
Panagora Asset Management Inc
Boston, MA |
BUY
|
- |
286+ 5.51% |
$17.1K - $19.9K
|
5.48K
$377K
|
|
|
May 12, 2025
Q1 2025
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
284New |
$17K - $19.7K
|
284
$19.5K
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
BUY
|
- |
276+ 0.96% |
$16.5K - $19.2K
|
29.1K
$2M
|
|
|
May 08, 2025
Q1 2025
|
Eastern Bank
|
BUY
|
- |
269+ 6.79% |
$16.1K - $18.7K
|
4.23K
$291K
|
|
|
Apr 25, 2025
Q1 2025
|
Amalgamated Bank
New York, NY |
BUY
|
- |
267+ 0.59% |
$16K - $18.6K
|
45.7K
$3.14M
|
|
|
Apr 29, 2025
Q1 2025
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
257+ 6.88% |
$15.4K - $17.9K
|
3.99K
$275K
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Counselors Inc
|
BUY
|
- |
256+ 0.36% |
$15.3K - $17.8K
|
70.6K
$4.86M
|
|
|
Apr 25, 2025
Q1 2025
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
250New |
$15K - $17.4K
|
250
$17.2K
|
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
230+ 9.94% |
$13.8K - $16K
|
2.54K
$175K
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
227+ 2.49% |
$13.6K - $15.8K
|
9.34K
$643K
|
|
|
May 16, 2025
Q1 2025
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
212New |
$12.7K - $14.7K
|
212
$14.6K
|
|
|
May 14, 2025
Q1 2025
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
BUY
|
- |
210+ 4.44% |
$12.6K - $14.6K
|
4.94K
$340K
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
200+ 5.16% |
$12K - $13.9K
|
4.07K
$280K
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
200New |
$12K - $13.9K
|
200
$13.8K
|
|
|
May 15, 2025
Q1 2025
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
189+ 4.14% |
$11.3K - $13.1K
|
4.75K
$327K
|