Purchases and Sales Made in Q2 2025 in Evergy, Inc. (EVRG)
This table provides information about the institutional ownership of Evergy, Inc. (EVRG) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 15, 2025
Q2 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
105+ 17.33% |
$6.73K - $7.31K
|
711
$51.6K
|
|
|
Aug 05, 2025
Q2 2025
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
103+ 0.95% |
$6.6K - $7.17K
|
10.9K
$793K
|
|
|
Aug 01, 2025
Q2 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
102+ 3.11% |
$6.53K - $7.1K
|
3.38K
$246K
|
|
|
Jul 25, 2025
Q2 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
100+ 1.41% |
$6.41K - $6.96K
|
7.17K
$521K
|
|
|
Jul 25, 2025
Q2 2025
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
100+ 0.51% |
$6.41K - $6.96K
|
19.8K
$1.44M
|
|
|
Aug 07, 2025
Q2 2025
|
Investment Management Corp /Va/ /Adv
Roanoke, VA |
BUY
|
- |
98+ 17.22% |
$6.28K - $6.82K
|
667
$48.4K
|
|
|
Aug 04, 2025
Q2 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
83+ 1.28% |
$5.32K - $5.78K
|
6.54K
$475K
|
|
|
Aug 13, 2025
Q2 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
81New |
$5.19K - $5.64K
|
81
$5.88K
|
|
|
Jul 24, 2025
Q2 2025
|
Gfg Capital, LLC
|
BUY
|
- |
79New |
$5.06K - $5.5K
|
79
$5.74K
|
|
|
Aug 07, 2025
Q2 2025
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
79+ 2.65% |
$5.06K - $5.5K
|
3.06K
$222K
|
|
|
Jul 29, 2025
Q2 2025
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
77+ 1.17% |
$4.93K - $5.36K
|
6.68K
$485K
|
|
|
Jul 11, 2025
Q2 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
74+ 493.33% |
$4.74K - $5.15K
|
89
$6.46K
|
|
|
Jul 17, 2025
Q2 2025
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
74New |
$4.74K - $5.15K
|
74
$5.37K
|
|
|
Aug 11, 2025
Q2 2025
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
BUY
|
- |
73+ 0.97% |
$4.68K - $5.08K
|
7.57K
$550K
|
|
|
Jul 07, 2025
Q2 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
67+ 3.14% |
$4.29K - $4.67K
|
2.2K
$160K
|
|
|
Aug 11, 2025
Q2 2025
|
Bellwether Advisors, LLC
|
BUY
|
- |
63New |
$4.04K - $4.39K
|
63
$4.58K
|
|
|
Jul 10, 2025
Q2 2025
|
Legacy Financial Strategies, LLC
Leawood, KS |
BUY
|
- |
62+ 1.62% |
$3.97K - $4.32K
|
3.89K
$283K
|
|
|
Aug 11, 2025
Q2 2025
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
56+ 29.63% |
$3.59K - $3.9K
|
245
$17.8K
|
|
|
Aug 11, 2025
Q2 2025
|
Empirical Finance, LLC
|
BUY
|
- |
53+ 0.66% |
$3.4K - $3.69K
|
8.08K
$587K
|
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
52+ 0.81% |
$3.33K - $3.62K
|
6.51K
$473K
|
|
|
Aug 14, 2025
Q2 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
52+ 0.66% |
$3.33K - $3.62K
|
7.91K
$574K
|
|
|
Aug 05, 2025
Q2 2025
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
51+ 92.73% |
$3.27K - $3.55K
|
106
$7.7K
|
|
|
Jul 18, 2025
Q2 2025
|
First Pacific Financial
|
BUY
|
- |
50New |
$3.2K - $3.48K
|
50
$3.63K
|
|
|
Aug 05, 2025
Q2 2025
|
New Square Capital LLC
|
BUY
|
- |
49+ 233.33% |
$3.14K - $3.41K
|
70
$5.08K
|
|
|
Aug 14, 2025
Q2 2025
|
Howard Hughes Medical Institute
Chevy Chase, MD |
BUY
|
- |
49New |
$3.14K - $3.41K
|
49
$3.56K
|
|
|
Aug 14, 2025
Q2 2025
|
Quarry LP
New York, NY |
BUY
|
- |
48New |
$3.07K - $3.34K
|
48
$3.49K
|
|
|
Jul 24, 2025
Q2 2025
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
47+ 1.0% |
$3.01K - $3.27K
|
4.76K
$346K
|
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
44+ 1.14% |
$2.82K - $3.06K
|
3.92K
$284K
|
|
|
Jul 14, 2025
Q2 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
42+ 82.35% |
$2.69K - $2.92K
|
93
$6.75K
|
|
|
Jul 21, 2025
Q2 2025
|
Cromwell Holdings LLC
Jackson, WY |
BUY
|
- |
40+ 5.46% |
$2.56K - $2.79K
|
772
$56.1K
|
|
|
Jul 24, 2025
Q2 2025
|
Hemington Wealth Management
|
BUY
|
- |
40+ 8.06% |
$2.56K - $2.79K
|
536
$38.9K
|
|
|
Jul 16, 2025
Q2 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
38+ 380.0% |
$2.43K - $2.65K
|
48
$3.49K
|
|
|
Aug 12, 2025
Q2 2025
|
Boreal Capital Management LLC
Miami, FL |
BUY
|
- |
37New |
$2.37K - $2.58K
|
37
$2.69K
|
|
|
Jul 17, 2025
Q2 2025
|
Walker Asset Management, LLC
|
BUY
|
- |
35+ 0.79% |
$2.24K - $2.44K
|
4.47K
$325K
|
|
|
Jul 17, 2025
Q2 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
32New |
$2.05K - $2.23K
|
32
$2.32K
|
|
|
Aug 11, 2025
Q2 2025
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
31+ 59.62% |
$1.99K - $2.16K
|
83
$6.03K
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
30+ 2.2% |
$1.92K - $2.09K
|
1.39K
$101K
|
|
|
Aug 08, 2025
Q2 2025
|
Phoenix Wealth Advisors
|
BUY
|
- |
28+ 0.85% |
$1.79K - $1.95K
|
3.33K
$242K
|
|
|
Aug 13, 2025
Q2 2025
|
Kilter Group LLC
Rhinebeck, NY |
BUY
|
- |
26New |
$1.67K - $1.81K
|
26
$1.89K
|
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
26+ 1.34% |
$1.67K - $1.81K
|
1.97K
$143K
|
|
|
Aug 04, 2025
Q2 2025
|
Waterfront Wealth Inc.
|
BUY
|
- |
26+ 0.43% |
$1.67K - $1.81K
|
6.07K
$441K
|
|
|
Aug 12, 2025
Q2 2025
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
25+ 0.34% |
$1.6K - $1.74K
|
7.34K
$533K
|
|
|
Aug 14, 2025
Q2 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
24+ 0.4% |
$1.54K - $1.67K
|
6.09K
$442K
|
|
|
Aug 06, 2025
Q2 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
24+ 2.6% |
$1.54K - $1.67K
|
948
$68.9K
|
|
|
Aug 06, 2025
Q2 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
22+ 4.8% |
$1.41K - $1.53K
|
480
$34.9K
|
|
|
Jul 30, 2025
Q2 2025
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
BUY
|
- |
20New |
$1.28K - $1.39K
|
20
$1.45K
|
|
|
Jul 23, 2025
Q2 2025
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
19New |
$1.22K - $1.32K
|
19
$1.38K
|
|
|
Aug 15, 2025
Q2 2025
|
Binnacle Investments Inc
Urbandale, IA |
BUY
|
- |
17New |
$1.09K - $1.18K
|
17
$1.23K
|
|
|
Aug 07, 2025
Q2 2025
|
Addison Advisors LLC
|
BUY
|
- |
17+ 1.12% |
$1.09K - $1.18K
|
1.53K
$111K
|
|
|
Aug 11, 2025
Q2 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
15+ 2.05% |
$961 - $1.04K
|
747
$54.3K
|