Institutional Ownership Evergy, Inc. (EVRG)
This table provides information about the institutional ownership of Evergy, Inc. (EVRG). We have compiled data on the 952 institutions that hold shares in the stock, with a total of 208 Million shares, which have been reported (via 13F filing form) to have a value of $15.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Park Avenue Securities LLC
|
Oct 23, 2025 Q3 2025 |
22,235
shares
|
$1.7 Million
0.01% of portfolio
|
Q3 2025
Added 16.82%
|
|
|
Dynamic Advisor Solutions LLC
|
Oct 09, 2025 Q3 2025 |
22,220
shares
|
$1.7 Million
0.05% of portfolio
|
Q3 2025
Reduced 0.21%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2025 Q3 2025 |
22,108
shares
|
$1.69 Million
0.01% of portfolio
|
Q3 2025
Added 10.29%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Nov 13, 2025 Q3 2025 |
21,695
shares
|
$1.66 Million
0.01% of portfolio
|
Q3 2025
Added 2.27%
|
|
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
Nov 13, 2025 Q3 2025 |
21,693
shares
|
$1.66 Million
0.32% of portfolio
|
Q3 2025
Added 101.87%
|
|
|
Schnieders Capital Management LLC
|
Jul 29, 2025 Q2 2025 |
21,545
shares
|
$1.65 Million
0.26% of portfolio
|
Q2 2025
Added 4.22%
|
|
|
Gofen & Glossberg LLC
|
Jan 13, 2023 Q4 2022 |
21,383
shares
|
$1.64 Million
0.03% of portfolio
|
Q4 2022
Reduced 0.47%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
20,651
shares
|
$1.58 Million
0.04% of portfolio
|
Q3 2025
Added 0.6%
|
|
|
Umb Bank, N.A.
|
Nov 04, 2025 Q3 2025 |
20,649
shares
|
$1.58 Million
0.02% of portfolio
|
Q3 2025
Reduced 8.69%
|
|
|
Caprock Group, Inc.
|
Nov 06, 2025 Q3 2025 |
20,581
shares
|
$1.57 Million
0.04% of portfolio
|
Q3 2025
Added 42.14%
|
|
|
Public Employees Retirement Association Of Colorado
Denver, CO |
Nov 13, 2025 Q3 2025 |
20,530
shares
|
$1.57 Million
0.01% of portfolio
|
Q4 2024
Reduced 8.7%
|
|
|
Cipher Capital LP
New York, NY |
May 15, 2024 Q1 2024 |
20,331
shares
|
$1.55 Million
0.51% of portfolio
|
Q1 2024
Reduced 28.03%
|
|
|
Fulcrum Asset Management LLP
London, X0 |
Nov 24, 2025 Q3 2025 |
20,025
shares
|
$1.53 Million
0.42% of portfolio
|
Q3 2025
Added 104.19%
|
|
|
Lmr Partners LLP
London, X0 |
Nov 14, 2025 Q3 2025 |
19,472
shares
|
$1.49 Million
0.01% of portfolio
|
Q3 2025
Reduced 15.03%
|
|
|
Miller Howard Investments Inc
|
Oct 24, 2025 Q3 2025 |
19,461
shares
|
$1.49 Million
0.05% of portfolio
|
Q3 2025
Added 4.42%
|
|
|
Pacer Advisors, Inc.
Malvern, PA |
Oct 15, 2025 Q3 2025 |
19,396
shares
|
$1.48 Million
0.0% of portfolio
|
Q3 2025
Reduced 58.02%
|
|
|
Adamsbrown Wealth Consultants LLC
|
Nov 03, 2025 Q3 2025 |
19,180
shares
|
$1.47 Million
0.46% of portfolio
|
Q3 2025
Reduced 3.67%
|
|
|
Private Advisor Group, LLC
|
Nov 12, 2025 Q3 2025 |
19,148
shares
|
$1.46 Million
0.01% of portfolio
|
Q3 2025
Reduced 0.73%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
19,072
shares
|
$1.46 Million
0.01% of portfolio
|
Q3 2025
Added 31.4%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Nov 20, 2025 Q3 2025 |
18,903
shares
|
$1.45 Million
0.04% of portfolio
|
Q3 2025
Reduced 10.05%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
18,675
shares
|
$1.43 Million
0.01% of portfolio
|
Q3 2025
Reduced 5.05%
|
|
|
Pensionfund Sabic
|
Jun 30, 2025 Q1 2025 |
18,600
shares
|
$1.42 Million
0.38% of portfolio
|
Q1 2025
Reduced 22.5%
|
|
|
Deka Bank Deutsche Girozentrale
|
Nov 03, 2025 Q3 2025 |
18,563
shares
|
$1.42 Million
0.0% of portfolio
|
Q2 2025
Added 0.69%
|
|
|
Mizuho Securities Usa LLC
|
May 12, 2025 Q1 2025 |
18,414
shares
|
$1.41 Million
0.03% of portfolio
|
Q1 2025
Reduced 15.52%
|
|
|
Davis Capital Management
Jacksonville, FL |
Oct 21, 2025 Q3 2025 |
18,143
shares
|
$1.39 Million
0.96% of portfolio
|
Q3 2025
Added 11.03%
|
|