Institutional Ownership Evergy, Inc. (EVRG)
This table provides information about the institutional ownership of Evergy, Inc. (EVRG). We have compiled data on the 834 institutions that hold shares in the stock, with a total of 202 Million shares, which have been reported (via 13F filing form) to have a value of $13.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Townsquare Capital LLC
|
Feb 13, 2025 Q4 2024 |
9,214
shares
|
$614,205
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Huber Capital Management LLC
El Segundo, CA |
Feb 12, 2025 Q4 2024 |
9,167
shares
|
$611,072
0.12% of portfolio
|
Q4 2024
Reduced 32.88%
|
|
|
Choreo, LLC
Minneapolis, MN |
Jan 27, 2025 Q4 2024 |
9,163
shares
|
$610,805
0.01% of portfolio
|
Q4 2024
Reduced 0.91%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Feb 03, 2025 Q4 2024 |
9,135
shares
|
$608,939
0.02% of portfolio
|
Q4 2024
Added 3.57%
|
|
|
Parallel Advisors, LLC
|
Feb 10, 2025 Q4 2024 |
9,111
shares
|
$607,339
0.01% of portfolio
|
Q4 2024
Added 17.93%
|
|
|
Midwest Financial Group LLC
Overland Park, KS |
Jan 21, 2025 Q4 2024 |
9,109
shares
|
$607,205
0.32% of portfolio
|
Q4 2024
Reduced 2.0%
|
|
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
Feb 14, 2025 Q4 2024 |
9,000
shares
|
$599,940
0.03% of portfolio
|
Q2 2018
New holding
|
|
|
Aevitas Wealth Management, Inc.
|
Jan 24, 2023 Q4 2022 |
8,964
shares
|
$597,540
0.33% of portfolio
|
Q4 2022
Reduced 1.03%
|
|
|
Dark Forest Capital Management LP
Weston, CT |
Feb 14, 2025 Q4 2024 |
8,893
shares
|
$592,807
0.09% of portfolio
|
Q4 2024
Reduced 64.91%
|
|
|
Fine Mark National Bank & Trust
Fort Myers, FL |
Feb 11, 2025 Q4 2024 |
8,842
shares
|
$589,407
0.02% of portfolio
|
Q4 2024
Reduced 0.29%
|
|
|
Synovus Financial Corp
Columbus, GA |
Feb 13, 2025 Q4 2024 |
8,812
shares
|
$587,407
0.01% of portfolio
|
Q4 2024
Reduced 49.41%
|
|
|
Apexium Financial, LP
|
Jan 22, 2025 Q4 2024 |
8,657
shares
|
$577,075
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Norinchukin Bank, The
Tokyo, M0 |
Feb 13, 2025 Q4 2024 |
8,439
shares
|
$562,543
0.01% of portfolio
|
Q4 2024
Reduced 0.57%
|
|
|
Alpha Star Capital Management, LLC
|
Jan 28, 2025 Q4 2024 |
8,255
shares
|
$550,278
0.05% of portfolio
|
Q4 2024
Added 31.37%
|
|
|
Spirit Of America Management Corp
|
Jan 27, 2025 Q4 2024 |
8,100
shares
|
$539,946
0.1% of portfolio
|
Q4 2024
Added 63.64%
|
|
|
Chicago Partners Investment Group LLC
|
Jan 23, 2025 Q4 2024 |
8,071
shares
|
$538,012
0.02% of portfolio
|
Q4 2024
Added 4.44%
|
|
|
Trust CO
|
Jan 14, 2025 Q4 2024 |
8,037
shares
|
$535,746
0.06% of portfolio
|
Q4 2024
Added 33.57%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jan 31, 2025 Q4 2024 |
8,029
shares
|
$535,213
0.01% of portfolio
|
Q4 2024
Reduced 3.18%
|
|
|
Atria Investments LLC
Charlotte, NC |
Feb 06, 2025 Q4 2024 |
8,016
shares
|
$534,346
0.01% of portfolio
|
Q4 2024
Added 101.1%
|
|
|
Transcend Capital Advisors, LLC
|
Feb 03, 2025 Q4 2024 |
8,015
shares
|
$534,279
0.04% of portfolio
|
Q2 2024
Added 0.19%
|
|
|
Nicolet Bankshares Inc
Green Bay, WI |
Feb 13, 2025 Q4 2024 |
8,000
shares
|
$533,280
0.1% of portfolio
|
Q3 2020
New holding
|
|
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
Feb 04, 2025 Q4 2024 |
7,993
shares
|
$532,813
0.26% of portfolio
|
Q4 2024
Added 38.0%
|
|
|
Turning Point Benefit Group, Inc.
Frederick, MD |
Feb 03, 2025 Q4 2024 |
7,985
shares
|
$532,280
0.46% of portfolio
|
Q4 2024
New holding
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Feb 13, 2025 Q4 2024 |
7,976
shares
|
$531,680
0.0% of portfolio
|
Q4 2024
Added 3.22%
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
7,975
shares
|
$531,613
0.0% of portfolio
|
Q4 2024
Added 84.56%
|