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 |
|---|---|---|---|---|---|---|---|
|
Nov 05, 2025
Q3 2025
|
Twin Capital Management Inc
|
SELL
|
- |
-21.2K- 55.96% |
$1.43M - $1.61M
|
16.7K
$1.27M
|
|
|
Nov 05, 2025
Q3 2025
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-1.72K- 0.48% |
$117K - $131K
|
357K
$27.3M
|
|
|
Nov 05, 2025
Q3 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
1.35K+ 88.32% |
$91.6K - $103K
|
2.89K
$221K
|
|
|
Nov 05, 2025
Q3 2025
|
Profund Advisors LLC
|
BUY
|
- |
466+ 4.03% |
$31.6K - $35.4K
|
12K
$920K
|
|
|
Nov 05, 2025
Q3 2025
|
Pro Share Advisors LLC
|
SELL
|
- |
-5- 0.01% |
$339 - $380
|
40.9K
$3.13M
|
|
|
Nov 05, 2025
Q3 2025
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
1.21K+ 31.11% |
$81.8K - $91.8K
|
5.09K
$389K
|
|
|
Nov 05, 2025
Q3 2025
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-2.19K- 2.53% |
$148K - $166K
|
84.3K
$6.44M
|
|
|
Nov 05, 2025
Q3 2025
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
18.8K+ 9.86% |
$1.27M - $1.43M
|
209K
$16M
|
|
|
Nov 05, 2025
Q3 2025
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-58- 0.18% |
$3.93K - $4.41K
|
31.7K
$2.42M
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
35.4K+ 24.44% |
$2.4M - $2.69M
|
180K
$13.8M
|
|
|
Nov 04, 2025
Q3 2025
|
Keybank National Association
|
BUY
|
- |
1.6K+ 9.91% |
$108K - $122K
|
17.7K
$1.36M
|
|
|
Nov 04, 2025
Q3 2025
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
4.08KNew |
$276K - $310K
|
4.08K
$312K
|
|
|
Nov 04, 2025
Q3 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
939K+ 850.17% |
$63.6M - $71.4M
|
1.05M
$80.2M
|
|
|
Nov 04, 2025
Q3 2025
|
Independent Advisor Alliance
|
SELL
|
- |
-4.34K- 48.47% |
$294K - $330K
|
4.62K
$353K
|
|
|
Nov 04, 2025
Q3 2025
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
3.56KNew |
$241K - $271K
|
3.56K
$272K
|
|
|
Nov 04, 2025
Q3 2025
|
Umb Bank, N.A.
|
SELL
|
- |
-1.97K- 8.69% |
$133K - $149K
|
20.6K
$1.58M
|
|
|
Nov 04, 2025
Q3 2025
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-3.57K- 1.34% |
$242K - $271K
|
263K
$20.1M
|
|
|
Nov 04, 2025
Q3 2025
|
Imc Chicago, LLC
|
BUY
|
- |
16.1KNew |
$1.09M - $1.23M
|
16.1K
$1.23M
|
|
|
Nov 04, 2025
Q3 2025
|
Agf Management LTD
Toronto Ontario Canada, A6 |
SELL
|
- |
-1.97K- 20.92% |
$133K - $150K
|
7.44K
$569K
|
|
|
Nov 04, 2025
Q3 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
9.58KNew |
$649K - $728K
|
9.58K
$732K
|
|
|
Nov 04, 2025
Q3 2025
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
- |
-51.2K- 7.21% |
$3.47M - $3.89M
|
659K
$50.4M
|
|
|
Nov 04, 2025
Q3 2025
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
2+ 1.14% |
$135 - $152
|
178
$13.6K
|
|
|
Nov 04, 2025
Q3 2025
|
Callan Family Office, LLC
Radnor, PA |
SELL
|
- |
-328- 5.47% |
$22.2K - $24.9K
|
5.66K
$433K
|
|
|
Nov 04, 2025
Q3 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
58+ 65.17% |
$3.93K - $4.41K
|
147
$11.2K
|
|
|
Nov 04, 2025
Q3 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
9+ 47.37% |
$610 - $684
|
28
$2.14K
|
|
|
Nov 04, 2025
Q3 2025
|
Compass Financial Services Inc
West Des Moines, IA |
BUY
|
- |
3+ 0.87% |
$203 - $228
|
349
$26.7K
|
|
|
Nov 04, 2025
Q3 2025
|
Hartford Investment Management CO
|
SELL
|
- |
-268- 1.93% |
$18.2K - $20.4K
|
13.6K
$1.04M
|
|
|
Nov 04, 2025
Q3 2025
|
Westside Investment Management, Inc.
|
BUY
|
- |
105+ 8.21% |
$7.11K - $7.98K
|
1.38K
$106K
|
|
|
Nov 04, 2025
Q3 2025
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
1+ 1.2% |
$67.7 - $76
|
84
$6.42K
|
|
|
Nov 04, 2025
Q3 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
7KNew |
$474K - $532K
|
7K
$535K
|
|
|
Nov 04, 2025
Q3 2025
|
Savant Capital, LLC
|
BUY
|
- |
192+ 0.32% |
$13K - $14.6K
|
60.8K
$4.65M
|
|
|
Nov 04, 2025
Q3 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
94+ 11.07% |
$6.37K - $7.15K
|
943
$72.1K
|
|
|
Nov 04, 2025
Q3 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
651+ 2.86% |
$44.1K - $49.5K
|
23.4K
$1.79M
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
580K+ 136.65% |
$39.3M - $44.1M
|
1M
$76.7M
|
|
|
Nov 04, 2025
Q3 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
SELL
|
- |
-2- 0.43% |
$135 - $152
|
464
$35.5K
|
|
|
Nov 03, 2025
Q3 2025
|
Northstar Advisory Group, LLC
|
BUY
|
- |
2.74KNew |
$186K - $208K
|
2.74K
$210K
|
|
|
Nov 03, 2025
Q3 2025
|
Agh Wealth Advisors, LLC
Wichita, KS |
BUY
|
- |
689+ 5.73% |
$46.7K - $52.4K
|
12.7K
$972K
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
BUY
|
- |
904K+ 169.19% |
$61.3M - $68.8M
|
1.44M
$110M
|
|
|
Nov 03, 2025
Q3 2025
|
Adamsbrown Wealth Consultants LLC
|
SELL
|
- |
-730- 3.67% |
$49.4K - $55.5K
|
19.2K
$1.47M
|
|
|
Nov 03, 2025
Q3 2025
|
Federated Hermes, Inc.
Pittsburgh, PA |
BUY
|
- |
17.6K+ 0.48% |
$1.19M - $1.34M
|
3.7M
$283M
|
|
|
Nov 03, 2025
Q3 2025
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-16- 0.32% |
$1.08K - $1.22K
|
4.99K
$382K
|
|
|
Nov 03, 2025
Q3 2025
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
3.54K+ 12.27% |
$239K - $269K
|
32.4K
$2.47M
|
|
|
Nov 03, 2025
Q3 2025
|
New York State Common Retirement Fund
|
SELL
|
- |
-600- 0.15% |
$40.6K - $45.6K
|
400K
$30.6M
|
|
|
Nov 03, 2025
Q3 2025
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
755+ 21.02% |
$51.1K - $57.4K
|
4.35K
$332K
|
|
|
Nov 03, 2025
Q3 2025
|
Activest Wealth Management
|
BUY
|
- |
3+ 42.86% |
$203 - $228
|
10
$765
|
|
|
Nov 03, 2025
Q3 2025
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
2.86K+ 35.85% |
$194K - $217K
|
10.8K
$829K
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
732+ 10.9% |
$49.6K - $55.6K
|
7.45K
$569K
|
|
|
Nov 03, 2025
Q3 2025
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-119- 7.1% |
$8.06K - $9.05K
|
1.56K
$119K
|
|
|
Nov 03, 2025
Q3 2025
|
Summit Global Investments
Bountiful, UT |
SELL
|
- |
-52.1K- 56.18% |
$3.53M - $3.96M
|
40.6K
$3.11M
|
|
|
Nov 03, 2025
Q3 2025
|
Cloud Capital Management, LLC
Seattle, WA |
BUY
|
- |
28New |
$1.9K - $2.13K
|
28
$2.14K
|
|