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 22, 2025
Q3 2025
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-61- 1.75% |
$4.13K - $4.64K
|
3.42K
$262K
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1.69K- 39.76% |
$114K - $128K
|
2.56K
$196K
|
|
|
Oct 22, 2025
Q3 2025
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
372+ 10.64% |
$25.2K - $28.3K
|
3.87K
$296K
|
|
|
Oct 22, 2025
Q3 2025
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
3.97K+ 19.68% |
$269K - $301K
|
24.1K
$1.84M
|
|
|
Oct 22, 2025
Q3 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-433- 11.99% |
$29.3K - $32.9K
|
3.18K
$243K
|
|
|
Oct 22, 2025
Q3 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-5- 1.29% |
$339 - $380
|
382
$29.2K
|
|
|
Oct 22, 2025
Q3 2025
|
Vaughan Nelson Investment Management, L.P.
|
BUY
|
- |
133K+ 23.48% |
$9.02M - $10.1M
|
700K
$53.5M
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-5.22K- 4.19% |
$354K - $397K
|
119K
$9.13M
|
|
|
Oct 21, 2025
Q3 2025
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-112- 2.5% |
$7.59K - $8.51K
|
4.37K
$334K
|
|
|
Oct 21, 2025
Q3 2025
|
First Pacific Financial
|
SELL
|
- |
-47- 94.0% |
$3.18K - $3.57K
|
3
$229
|
|
|
Oct 21, 2025
Q3 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
99+ 707.14% |
$6.71K - $7.53K
|
113
$8.64K
|
|
|
Oct 21, 2025
Q3 2025
|
Altfest L J & CO Inc
|
SELL
|
- |
-76- 0.66% |
$5.15K - $5.78K
|
11.5K
$879K
|
|
|
Oct 21, 2025
Q3 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
459+ 7.05% |
$31.1K - $34.9K
|
6.97K
$533K
|
|
|
Oct 21, 2025
Q3 2025
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
74.5K+ 100.0% |
$5.04M - $5.66M
|
149K
$11.4M
|
|
|
Oct 21, 2025
Q3 2025
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
160New |
$10.8K - $12.2K
|
160
$12.2K
|
|
|
Oct 21, 2025
Q3 2025
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
1.8K+ 11.03% |
$122K - $137K
|
18.1K
$1.39M
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
SELL
|
- |
-51- 1.95% |
$3.45K - $3.88K
|
2.57K
$196K
|
|
|
Oct 21, 2025
Q3 2025
|
Proffitt & Goodson Inc
|
BUY
|
- |
11New |
$745 - $836
|
11
$841
|
|
|
Oct 21, 2025
Q3 2025
|
Gateway Investment Advisers LLC
|
BUY
|
- |
415+ 0.75% |
$28.1K - $31.5K
|
55.7K
$4.26M
|
|
|
Oct 21, 2025
Q3 2025
|
First National Bank Sioux Falls
|
BUY
|
- |
2.69KNew |
$182K - $205K
|
2.69K
$206K
|
|
|
Oct 21, 2025
Q3 2025
|
Alpine Bank Wealth Management
Grand Junction, CO |
SELL
|
- |
-38- 8.14% |
$2.57K - $2.89K
|
429
$32.8K
|
|
|
Oct 20, 2025
Q3 2025
|
Virginia Retirement Systems Et Al
Richmond, VA |
SELL
|
- |
-35.1K- 31.17% |
$2.38M - $2.67M
|
77.5K
$5.93M
|
|
|
Oct 20, 2025
Q3 2025
|
Los Angeles Capital Management LLC
|
SELL
|
- |
-66.4K- 65.92% |
$4.5M - $5.05M
|
34.3K
$2.63M
|
|
|
Oct 20, 2025
Q3 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
3.77KNew |
$255K - $287K
|
3.77K
$288K
|
|
|
Oct 20, 2025
Q3 2025
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-748- 2.92% |
$50.7K - $56.9K
|
24.8K
$1.9M
|
|
|
Oct 20, 2025
Q3 2025
|
Mattern Wealth Management LLC
|
SELL
|
- |
-760- 9.61% |
$51.5K - $57.8K
|
7.15K
$547K
|
|
|
Oct 20, 2025
Q3 2025
|
Advocate Group LLC
|
BUY
|
- |
550+ 0.38% |
$37.3K - $41.8K
|
146K
$11.2M
|
|
|
Oct 20, 2025
Q3 2025
|
Financial Consulate, Inc
|
BUY
|
- |
48New |
$3.25K - $3.65K
|
48
$3.67K
|
|
|
Oct 20, 2025
Q3 2025
|
Salomon & Ludwin, LLC
|
BUY
|
- |
57New |
$3.86K - $4.33K
|
57
$4.36K
|
|
|
Oct 20, 2025
Q3 2025
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-302- 6.64% |
$20.5K - $23K
|
4.25K
$325K
|
|
|
Oct 17, 2025
Q3 2025
|
Thompson Investment Management, Inc.
|
BUY
|
- |
38New |
$2.57K - $2.89K
|
38
$2.91K
|
|
|
Oct 17, 2025
Q3 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
2+ 0.05% |
$135 - $152
|
3.92K
$300K
|
|
|
Oct 17, 2025
Q3 2025
|
Valley National Advisers Inc
|
BUY
|
- |
3+ 1.0% |
$203 - $228
|
304
$23.2K
|
|
|
Oct 17, 2025
Q3 2025
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
96+ 0.55% |
$6.5K - $7.3K
|
17.7K
$1.35M
|
|
|
Oct 17, 2025
Q3 2025
|
Ethic Inc.
New York, NY |
BUY
|
- |
237+ 1.36% |
$16.1K - $18K
|
17.7K
$1.35M
|
|
|
Oct 17, 2025
Q3 2025
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
87+ 0.22% |
$5.89K - $6.61K
|
40.2K
$3.07M
|
|
|
Oct 16, 2025
Q3 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-89- 6.62% |
$6.03K - $6.77K
|
1.26K
$96K
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-2.23K- 37.15% |
$151K - $170K
|
3.78K
$289K
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
44+ 0.92% |
$2.98K - $3.34K
|
4.81K
$368K
|
|
|
Oct 15, 2025
Q3 2025
|
Optas, LLC
|
BUY
|
- |
113+ 3.48% |
$7.65K - $8.59K
|
3.36K
$257K
|
|
|
Oct 15, 2025
Q3 2025
|
Global X Japan Co., Ltd.
Chiyoda Ku, Tokyo, M0 |
SELL
|
- |
-36- 25.35% |
$2.44K - $2.74K
|
106
$8.11K
|
|
|
Oct 15, 2025
Q3 2025
|
Private Trust CO Na
|
BUY
|
- |
10+ 2.24% |
$677 - $760
|
456
$34.9K
|
|
|
Oct 15, 2025
Q3 2025
|
Atwood & Palmer Inc
|
SELL
|
- |
-239- 15.86% |
$16.2K - $18.2K
|
1.27K
$97K
|
|
|
Oct 15, 2025
Q3 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-888- 14.39% |
$60.1K - $67.5K
|
5.28K
$404K
|
|
|
Oct 15, 2025
Q3 2025
|
Brookstone Capital Management
|
SELL
|
- |
-939- 3.5% |
$63.6K - $71.4K
|
25.9K
$1.98M
|
|
|
Oct 15, 2025
Q3 2025
|
Alpine Woods Capital Investors, LLC
|
BUY
|
- |
7.65K+ 15.32% |
$518K - $581K
|
57.6K
$4.4M
|
|
|
Oct 15, 2025
Q3 2025
|
Cornercap Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-180- 1.63% |
$12.2K - $13.7K
|
10.9K
$833K
|
|
|
Oct 15, 2025
Q3 2025
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
3.02K+ 33.61% |
$204K - $229K
|
12K
$917K
|
|
|
Oct 15, 2025
Q3 2025
|
First Premier Bank
|
SELL
|
- |
-340- 0.95% |
$23K - $25.8K
|
35.4K
$2.71M
|
|
|
Oct 15, 2025
Q3 2025
|
Inspire Investing, LLC
Meridian, ID |
BUY
|
- |
5.77K+ 22.63% |
$391K - $439K
|
31.3K
$2.39M
|
|