Latest Institutional Transactions on Evergy, Inc. (EVRG)
This table provides information on the latest institutional transactions involving Evergy, Inc. (EVRG) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 29, 2025
Q3 2025
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-612- 1.34% |
$41.5K - $46.5K
|
44.9K
$3.44M
|
|
|
Oct 29, 2025
Q3 2025
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-500- 49.5% |
$33.9K - $38K
|
510
$39K
|
|
|
Oct 29, 2025
Q3 2025
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
94+ 1.15% |
$6.37K - $7.15K
|
8.27K
$632K
|
|
|
Oct 29, 2025
Q3 2025
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
170+ 2.88% |
$11.5K - $12.9K
|
6.08K
$465K
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
602+ 1.49% |
$40.8K - $45.8K
|
40.9K
$3.13M
|
|
|
Oct 29, 2025
Q3 2025
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
15.4K+ 35.42% |
$1.05M - $1.17M
|
59K
$4.51M
|
|
|
Oct 29, 2025
Q3 2025
|
Allstate Corp
Northbrook, IL |
BUY
|
- |
8.22KNew |
$557K - $625K
|
8.22K
$629K
|
|
|
Oct 29, 2025
Q3 2025
|
Wpg Advisers, LLC
Baltimore, MD |
BUY
|
- |
11+ 2.79% |
$745 - $836
|
405
$31K
|
|
|
Oct 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
576New |
$39K - $43.8K
|
576
$44K
|
|
|
Oct 29, 2025
Q3 2025
|
Vaughan David Investments LLC
Peoria, IL |
SELL
|
- |
-116- 2.49% |
$7.86K - $8.82K
|
4.55K
$348K
|
|
|
Oct 29, 2025
Q3 2025
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
4.22K+ 138.04% |
$286K - $321K
|
7.28K
$557K
|
|
|
Oct 29, 2025
Q3 2025
|
Sage Mountain Advisors LLC
|
BUY
|
- |
904+ 19.69% |
$61.2K - $68.7K
|
5.5K
$420K
|
|
|
Oct 29, 2025
Q3 2025
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
2.12K+ 31.67% |
$143K - $161K
|
8.79K
$672K
|
|
|
Oct 29, 2025
Q3 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
760+ 5.98% |
$51.5K - $57.8K
|
13.5K
$1.03M
|
|
|
Oct 28, 2025
Q3 2025
|
Country Trust Bank
|
BUY
|
- |
46New |
$3.12K - $3.5K
|
46
$3.52K
|
|
|
Oct 28, 2025
Q3 2025
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
1New |
$67.7 - $76
|
1
$76.5
|
|
|
Oct 28, 2025
Q3 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
50+ 1.18% |
$3.39K - $3.8K
|
4.3K
$329K
|
|
|
Oct 28, 2025
Q3 2025
|
Jnba Financial Advisors
|
BUY
|
- |
54+ 19.78% |
$3.66K - $4.11K
|
327
$25K
|
|
|
Oct 28, 2025
Q3 2025
|
Phoenix Wealth Advisors
|
SELL
|
- |
-65- 1.95% |
$4.4K - $4.94K
|
3.26K
$250K
|
|
|
Oct 28, 2025
Q3 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
SELL
|
- |
-154K- 47.78% |
$10.4M - $11.7M
|
168K
$12.8M
|
|
|
Oct 28, 2025
Q3 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
30.2KNew |
$2.04M - $2.29M
|
30.2K
$2.31M
|
|
|
Oct 28, 2025
Q3 2025
|
Bfsg, LLC
|
BUY
|
- |
152+ 22.86% |
$10.3K - $11.6K
|
817
$62.5K
|
|
|
Oct 27, 2025
Q3 2025
|
Sumitomo Mitsui Trust Holdings, Inc.
|
BUY
|
- |
7.75K+ 1.37% |
$525K - $589K
|
575K
$44M
|
|
|
Oct 27, 2025
Q3 2025
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
379+ 5.46% |
$25.7K - $28.8K
|
7.33K
$560K
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
3.21K+ 32.31% |
$218K - $244K
|
13.2K
$1.01M
|
|
|
Oct 27, 2025
Q3 2025
|
Quent Capital, LLC
|
BUY
|
- |
13+ 0.4% |
$880 - $988
|
3.25K
$248K
|
|
|
Oct 27, 2025
Q3 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
8+ 2.44% |
$542 - $608
|
336
$25.7K
|
|
|
Oct 27, 2025
Q3 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
6.62K+ 930.38% |
$448K - $503K
|
7.33K
$560K
|
|
|
Oct 27, 2025
Q3 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
681+ 5.82% |
$46.1K - $51.8K
|
12.4K
$947K
|
|
|
Oct 27, 2025
Q3 2025
|
Retirement Planning Group
|
BUY
|
- |
525+ 2.35% |
$35.6K - $39.9K
|
22.9K
$1.75M
|
|
|
Oct 27, 2025
Q3 2025
|
Wespac Advisors, LLC
|
SELL
|
- |
-254- 1.83% |
$17.2K - $19.3K
|
13.6K
$1.04M
|
|
|
Oct 27, 2025
Q3 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-1.91K- 1.1% |
$129K - $145K
|
171K
$13.1M
|
|
|
Oct 27, 2025
Q3 2025
|
Manning & Napier Advisors LLC
Fairport, NY |
BUY
|
- |
748New |
$50.7K - $56.9K
|
748
$57.2K
|
|
|
Oct 27, 2025
Q3 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
105+ 4.77% |
$7.11K - $7.98K
|
2.31K
$176K
|
|
|
Oct 27, 2025
Q3 2025
|
Meritage Portfolio Management
|
SELL
|
- |
-29.2K- 41.38% |
$1.98M - $2.22M
|
41.3K
$3.16M
|
|
|
Oct 27, 2025
Q3 2025
|
Avantra Family Wealth, Inc.
Mechanicsburg, PA |
BUY
|
- |
3.23KNew |
$219K - $246K
|
3.23K
$247K
|
|
|
Oct 24, 2025
Q3 2025
|
Washington Trust Bank
|
BUY
|
- |
3KNew |
$203K - $228K
|
3K
$229K
|
|
|
Oct 24, 2025
Q3 2025
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
2.02K+ 6.79% |
$137K - $154K
|
31.8K
$2.43M
|
|
|
Oct 24, 2025
Q3 2025
|
Miller Howard Investments Inc
|
BUY
|
- |
823+ 4.42% |
$55.7K - $62.6K
|
19.5K
$1.49M
|
|
|
Oct 24, 2025
Q3 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
10+ 20.83% |
$677 - $760
|
58
$4.44K
|
|
|
Oct 24, 2025
Q3 2025
|
Hemington Wealth Management
|
SELL
|
- |
-2- 0.37% |
$135 - $152
|
534
$40.8K
|
|
|
Oct 24, 2025
Q3 2025
|
Trilogy Capital Inc.
|
SELL
|
- |
-802- 1.67% |
$54.3K - $61K
|
47.1K
$3.6M
|
|
|
Oct 24, 2025
Q3 2025
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
6.74KNew |
$456K - $512K
|
6.74K
$515K
|
|
|
Oct 24, 2025
Q3 2025
|
Bayforest Capital LTD
London, X0 |
SELL
|
- |
-605- 28.14% |
$41K - $46K
|
1.55K
$118K
|
|
|
Oct 24, 2025
Q3 2025
|
New York State Teachers Retirement System
|
SELL
|
- |
-625- 0.32% |
$42.3K - $47.5K
|
194K
$14.8M
|
|
|
Oct 24, 2025
Q3 2025
|
Tema Etfs LLC
New York, NY |
BUY
|
- |
3.5KNew |
$237K - $266K
|
3.5K
$268K
|
|
|
Oct 24, 2025
Q3 2025
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
2.07K+ 17.09% |
$140K - $157K
|
14.2K
$1.09M
|
|
|
Oct 24, 2025
Q3 2025
|
Citizens Financial Group Inc
|
BUY
|
- |
3.68KNew |
$249K - $280K
|
3.68K
$281K
|
|
|
Oct 24, 2025
Q3 2025
|
Meeder Asset Management Inc
|
BUY
|
- |
140New |
$9.48K - $10.6K
|
140
$10.7K
|
|
|
Oct 24, 2025
Q3 2025
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-47- 6.35% |
$3.18K - $3.57K
|
693
$53K
|
|