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 |
|---|---|---|---|---|---|---|---|
|
Aug 04, 2025
Q2 2025
|
Waterfront Wealth Inc.
|
BUY
|
- |
26+ 0.43% |
$1.67K - $1.81K
|
6.07K
$464K
|
|
|
Aug 04, 2025
Q2 2025
|
Simon Quick Advisors, LLC
|
BUY
|
- |
3.65KNew |
$233K - $254K
|
3.65K
$279K
|
|
|
Aug 04, 2025
Q2 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
83+ 1.28% |
$5.32K - $5.78K
|
6.54K
$500K
|
|
|
Aug 04, 2025
Q2 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-130- 68.42% |
$8.33K - $9.05K
|
60
$4.59K
|
|
|
Aug 01, 2025
Q2 2025
|
Goal Vest Advisory LLC
|
BUY
|
- |
163+ 3.2% |
$10.4K - $11.4K
|
5.26K
$402K
|
|
|
Jul 31, 2025
Q2 2025
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-15- 2.71% |
$961 - $1.04K
|
538
$41.1K
|
|
|
Jul 31, 2025
Q2 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-1.86K- 22.28% |
$119K - $129K
|
6.49K
$496K
|
|
|
Jul 31, 2025
Q2 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
SELL
|
- |
-9- 33.33% |
$577 - $627
|
18
$1.38K
|
|
|
Jul 31, 2025
Q2 2025
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
911New |
$58.4K - $63.4K
|
911
$69.7K
|
|
|
Jul 30, 2025
Q2 2025
|
Deka Bank Deutsche Girozentrale
|
BUY
|
- |
128+ 0.69% |
$8.2K - $8.91K
|
18.6K
$1.42M
|
|
|
Jul 30, 2025
Q2 2025
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
BUY
|
- |
20New |
$1.28K - $1.39K
|
20
$1.53K
|
|
|
Jul 30, 2025
Q2 2025
|
Advantage Trust CO
Salina, KS |
BUY
|
- |
5.25K+ 5250.0% |
$336K - $366K
|
5.35K
$409K
|
|
|
Jul 30, 2025
Q2 2025
|
Green Square Capital Advisors LLC
|
SELL
|
- |
-1.98K- 6.7% |
$127K - $138K
|
27.6K
$2.11M
|
|
|
Jul 30, 2025
Q2 2025
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
BUY
|
- |
2.93K+ 45.47% |
$188K - $204K
|
9.38K
$717K
|
|
|
Jul 30, 2025
Q2 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
486New |
$31.1K - $33.8K
|
486
$37.2K
|
|
|
Jul 29, 2025
Q2 2025
|
Tfc Financial Management
|
BUY
|
- |
1+ 3.13% |
$64.1 - $69.6
|
33
$2.52K
|
|
|
Jul 29, 2025
Q2 2025
|
Schnieders Capital Management LLC
|
BUY
|
- |
872+ 4.22% |
$55.9K - $60.7K
|
21.5K
$1.65M
|
|
|
Jul 29, 2025
Q2 2025
|
Princeton Global Asset Management LLC
|
BUY
|
- |
195New |
$12.5K - $13.6K
|
195
$14.9K
|
|
|
Jul 28, 2025
Q2 2025
|
Morningstar Investment Management LLC
Chicago, IL |
BUY
|
- |
3.38KNew |
$216K - $235K
|
3.38K
$258K
|
|
|
Jul 28, 2025
Q2 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 25, 2025
Q2 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
8New |
$512 - $557
|
8
$612
|
|
|
Jul 25, 2025
Q2 2025
|
Gw Henssler & Associates LTD
|
BUY
|
- |
5.77K+ 1.52% |
$369K - $402K
|
385K
$29.5M
|
|
|
Jul 24, 2025
Q2 2025
|
Gfg Capital, LLC
|
BUY
|
- |
79New |
$5.06K - $5.5K
|
79
$6.04K
|
|
|
Jul 24, 2025
Q2 2025
|
Conning Inc.
|
SELL
|
- |
-55- 0.16% |
$3.52K - $3.83K
|
34K
$2.6M
|
|
|
Jul 24, 2025
Q2 2025
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
5New |
$320 - $348
|
5
$382
|
|
|
Jul 24, 2025
Q2 2025
|
Financial Connections Group, Inc.
|
BUY
|
- |
136New |
$8.71K - $9.47K
|
136
$10.4K
|
|
|
Jul 23, 2025
Q2 2025
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
19New |
$1.22K - $1.32K
|
19
$1.45K
|
|
|
Jul 23, 2025
Q2 2025
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-300- 2.42% |
$19.2K - $20.9K
|
12.1K
$925K
|
|
|
Jul 23, 2025
Q2 2025
|
Maryland State Retirement & Pension System
|
BUY
|
- |
779+ 7.48% |
$49.9K - $54.2K
|
11.2K
$855K
|
|
|
Jul 22, 2025
Q2 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
BUY
|
- |
6+ 200.0% |
$384 - $418
|
9
$688
|
|
|
Jul 22, 2025
Q2 2025
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-12.9K- 80.43% |
$824K - $895K
|
3.13K
$239K
|
|
|
Jul 21, 2025
Q2 2025
|
Cromwell Holdings LLC
Jackson, WY |
BUY
|
- |
40+ 5.46% |
$2.56K - $2.79K
|
772
$59K
|
|
|
Jul 21, 2025
Q2 2025
|
Gf Fund Management Co. Ltd.
Guangzhou, F4 |
SELL
|
- |
-7.47K- 97.76% |
$478K - $520K
|
171
$13.1K
|
|
|
Jul 18, 2025
Q2 2025
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
BUY
|
- |
5.14KNew |
$329K - $358K
|
5.14K
$393K
|
|
|
Jul 18, 2025
Q2 2025
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
923+ 31.2% |
$59.1K - $64.3K
|
3.88K
$297K
|
|
|
Jul 18, 2025
Q2 2025
|
Rogco, LP
Claremore, OK |
BUY
|
- |
158+ 16.42% |
$10.1K - $11K
|
1.12K
$85.6K
|
|
|
Jul 18, 2025
Q2 2025
|
Churchill Management Corp
|
BUY
|
- |
6.99K+ 4.98% |
$448K - $487K
|
147K
$11.3M
|
|
|
Jul 17, 2025
Q2 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
32New |
$2.05K - $2.23K
|
32
$2.45K
|
|
|
Jul 17, 2025
Q2 2025
|
City Holding CO
|
SELL
|
- |
-450- 55.69% |
$28.8K - $31.3K
|
358
$27.4K
|
|
|
Jul 17, 2025
Q2 2025
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
277+ 7.25% |
$17.7K - $19.3K
|
4.1K
$314K
|
|
|
Jul 17, 2025
Q2 2025
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
300+ 8.33% |
$19.2K - $20.9K
|
3.9K
$298K
|
|
|
Jul 17, 2025
Q2 2025
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
74New |
$4.74K - $5.15K
|
74
$5.66K
|
|
|
Jul 15, 2025
Q2 2025
|
Financial Management Professionals, Inc.
|
BUY
|
- |
4+ 6.56% |
$256 - $279
|
65
$4.97K
|
|
|
Jul 15, 2025
Q2 2025
|
Kentucky Trust CO
Danville, KY |
SELL
|
- |
-59- 1.27% |
$3.78K - $4.11K
|
4.59K
$351K
|
|
|
Jul 15, 2025
Q2 2025
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
11+ 9.24% |
$705 - $766
|
130
$9.94K
|
|
|
Jul 14, 2025
Q2 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
42+ 82.35% |
$2.69K - $2.92K
|
93
$7.11K
|
|
|
Jul 11, 2025
Q2 2025
|
Viking Fund Management LLC
|
BUY
|
- |
20K+ 25.0% |
$1.28M - $1.39M
|
100K
$7.65M
|
|
|
Jul 10, 2025
Q2 2025
|
Legacy Financial Strategies, LLC
Leawood, KS |
BUY
|
- |
62+ 1.62% |
$3.97K - $4.32K
|
3.89K
$298K
|
|
|
Jul 10, 2025
Q2 2025
|
Kingstone Capital Partners Texas, LLC
Frisco, TX |
BUY
|
- |
41.5KNew |
$2.66M - $2.89M
|
41.5K
$3.17M
|
|
|
Jul 09, 2025
Q2 2025
|
Bank Of New Hampshire
|
BUY
|
- |
179New |
$11.5K - $12.5K
|
179
$13.7K
|
|