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
|
Covestor LTD
Boston, MA |
BUY
|
- |
186+ 90.73% |
$11.1K - $12.9K
|
391
$26.9K
|
|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
179+ 0.88% |
$10.7K - $12.4K
|
20.5K
$1.41M
|
|
|
Apr 08, 2025
Q1 2025
|
Stolper CO
|
BUY
|
- |
169+ 0.49% |
$10.1K - $11.7K
|
34.6K
$2.38M
|
|
|
May 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
160+ 2.01% |
$9.58K - $11.1K
|
8.14K
$560K
|
|
|
May 13, 2025
Q1 2025
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
158+ 4.95% |
$9.46K - $11K
|
3.35K
$231K
|
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
148+ 822.22% |
$8.87K - $10.3K
|
166
$11.4K
|
|
|
May 06, 2025
Q1 2025
|
Sym Financial Corp
|
BUY
|
- |
137+ 3.71% |
$8.21K - $9.52K
|
3.83K
$264K
|
|
|
May 15, 2025
Q1 2025
|
Schonfeld Strategic Advisors LLC
New York, NY |
BUY
|
- |
135+ 3.75% |
$8.09K - $9.39K
|
3.74K
$257K
|
|
|
May 13, 2025
Q1 2025
|
Brandywine Global Investment Management, LLC
Philadelphia, PA |
BUY
|
- |
132+ 0.09% |
$7.91K - $9.18K
|
140K
$9.65M
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
129+ 2.13% |
$7.73K - $8.97K
|
6.19K
$426K
|
|
|
Apr 30, 2025
Q1 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
126+ 2.94% |
$7.55K - $8.76K
|
4.41K
$304K
|
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
126+ 15.79% |
$7.55K - $8.76K
|
924
$63.6K
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
BUY
|
- |
124+ 0.33% |
$7.43K - $8.62K
|
38K
$2.62M
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
109+ 28.09% |
$6.53K - $7.58K
|
497
$34.2K
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
104+ 1.57% |
$6.23K - $7.23K
|
6.74K
$463K
|
|
|
May 13, 2025
Q1 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
101+ 28.29% |
$6.05K - $7.02K
|
458
$31.5K
|
|
|
May 15, 2025
Q1 2025
|
Banque Transatlantique Sa
Paris, I0 |
BUY
|
- |
100New |
$5.99K - $6.95K
|
100
$6.88K
|
|
|
Apr 01, 2025
Q1 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
98+ 2.73% |
$5.87K - $6.81K
|
3.68K
$253K
|
|
|
Apr 11, 2025
Q1 2025
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
94+ 0.47% |
$5.63K - $6.53K
|
20.2K
$1.39M
|
|
|
May 07, 2025
Q1 2025
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
92+ 100.0% |
$5.51K - $6.4K
|
184
$12.7K
|
|
|
May 15, 2025
Q1 2025
|
Saudi Central Bank
Riyadh, T0 |
BUY
|
- |
90New |
$5.39K - $6.26K
|
90
$6.19K
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
89+ 7.34% |
$5.33K - $6.19K
|
1.3K
$89.5K
|
|
|
Apr 18, 2025
Q1 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
89+ 2.58% |
$5.33K - $6.19K
|
3.54K
$244K
|
|
|
May 13, 2025
Q1 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
88+ 1.47% |
$5.27K - $6.12K
|
6.07K
$417K
|
|
|
May 14, 2025
Q1 2025
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
85+ 38.81% |
$5.09K - $5.91K
|
304
$20.9K
|
|
|
Apr 17, 2025
Q1 2025
|
Brighton Jones LLC
|
BUY
|
- |
82+ 1.97% |
$4.91K - $5.7K
|
4.25K
$293K
|
|
|
Apr 22, 2025
Q1 2025
|
First Premier Bank
|
BUY
|
- |
76+ 0.21% |
$4.55K - $5.28K
|
36.1K
$2.48M
|
|
|
May 14, 2025
Q1 2025
|
Apexium Financial, LP
|
BUY
|
- |
71+ 0.82% |
$4.25K - $4.94K
|
8.73K
$601K
|
|
|
May 14, 2025
Q1 2025
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
BUY
|
- |
71+ 0.96% |
$4.25K - $4.94K
|
7.5K
$516K
|
|
|
Apr 29, 2025
Q1 2025
|
Hexagon Capital Partners LLC
|
BUY
|
- |
71+ 8.75% |
$4.25K - $4.94K
|
882
$60.7K
|
|
|
May 02, 2025
Q1 2025
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
69+ 1.98% |
$4.13K - $4.8K
|
3.55K
$245K
|
|
|
Apr 02, 2025
Q1 2025
|
Marcum Wealth, LLC
|
BUY
|
- |
69+ 1.79% |
$4.13K - $4.8K
|
3.92K
$270K
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
66+ 3.85% |
$3.95K - $4.59K
|
1.78K
$123K
|
|
|
May 05, 2025
Q1 2025
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
65+ 1.9% |
$3.89K - $4.52K
|
3.48K
$240K
|
|
|
May 05, 2025
Q1 2025
|
Horizon Investment Services, LLC
Hammond, IN |
BUY
|
- |
63+ 1.49% |
$3.77K - $4.38K
|
4.3K
$296K
|
|
|
May 09, 2025
Q1 2025
|
Ogorek Anthony Joseph
|
BUY
|
- |
58New |
$3.47K - $4.03K
|
58
$3.99K
|
|
|
May 16, 2025
Q1 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
50+ 227.27% |
$3K - $3.48K
|
72
$4.95K
|
|
|
Apr 24, 2025
Q1 2025
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
49+ 0.61% |
$2.94K - $3.41K
|
8.06K
$555K
|
|
|
May 05, 2025
Q1 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
47+ 1.32% |
$2.82K - $3.27K
|
3.6K
$248K
|
|
|
May 01, 2025
Q1 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
45+ 5.65% |
$2.7K - $3.13K
|
842
$57.9K
|
|
|
May 01, 2025
Q1 2025
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
45+ 0.96% |
$2.7K - $3.13K
|
4.72K
$325K
|
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
44+ 1.48% |
$2.64K - $3.06K
|
3.01K
$207K
|
|
|
May 09, 2025
Q1 2025
|
Probity Advisors, Inc.
Dallas, TX |
BUY
|
- |
43+ 1.0% |
$2.58K - $2.99K
|
4.34K
$298K
|
|
|
Apr 29, 2025
Q1 2025
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
41New |
$2.46K - $2.85K
|
41
$2.82K
|
|
|
May 05, 2025
Q1 2025
|
Financial Advisory Service, Inc.
|
BUY
|
- |
39+ 0.63% |
$2.34K - $2.71K
|
6.26K
$431K
|
|
|
Apr 21, 2025
Q1 2025
|
Kentucky Trust CO
Danville, KY |
BUY
|
- |
36+ 0.78% |
$2.16K - $2.5K
|
4.65K
$320K
|
|
|
Apr 15, 2025
Q1 2025
|
Walker Asset Management, LLC
|
BUY
|
- |
35+ 0.8% |
$2.1K - $2.43K
|
4.43K
$305K
|
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
34+ 0.53% |
$2.04K - $2.36K
|
6.46K
$444K
|
|
|
Apr 17, 2025
Q1 2025
|
Schaper Benz & Wise Investment Counsel Inc
|
BUY
|
- |
33+ 0.02% |
$1.98K - $2.29K
|
137K
$9.43M
|
|
|
May 02, 2025
Q1 2025
|
Lord & Richards Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
31New |
$1.86K - $2.16K
|
31
$2.13K
|