Institutional Ownership Evergy, Inc. (EVRG)
This table provides information about the institutional ownership of Evergy, Inc. (EVRG). We have compiled data on the 951 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 |
|---|---|---|---|---|---|
|
Smith, Moore & Co.
Clayton, MO |
Nov 12, 2025 Q3 2025 |
8,799
shares
|
$672,859
0.06% of portfolio
|
Q3 2025
Reduced 15.74%
|
|
|
Forvis Wealth Advisors, LLC
|
Oct 29, 2025 Q3 2025 |
8,793
shares
|
$672,400
0.01% of portfolio
|
Q3 2025
Added 31.67%
|
|
|
Apexium Financial, LP
|
Nov 17, 2025 Q3 2025 |
8,728
shares
|
$667,430
0.04% of portfolio
|
Q1 2025
Added 0.82%
|
|
|
Vestmark Advisory Solutions, Inc.
|
Nov 10, 2025 Q3 2025 |
8,650
shares
|
$661,465
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Heartland Bank & Trust CO
|
Nov 10, 2025 Q3 2025 |
8,559
shares
|
$654,506
0.27% of portfolio
|
Q3 2025
Reduced 0.04%
|
|
|
Virtus ETF Advisers LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
8,525
shares
|
$651,906
0.49% of portfolio
|
Q3 2025
New holding
|
|
|
Mount Yale Investment Advisors, LLC
|
Nov 14, 2025 Q3 2025 |
8,494
shares
|
$649,536
0.05% of portfolio
|
Q3 2025
Added 2988.73%
|
|
|
Vise Technologies, Inc.
New York, NY |
Nov 13, 2025 Q3 2025 |
8,425
shares
|
$644,259
0.03% of portfolio
|
Q3 2025
Added 25.24%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Nov 12, 2025 Q3 2025 |
8,374
shares
|
$640,359
0.01% of portfolio
|
Q3 2025
Added 10.96%
|
|
|
Intrua Financial, LLC
Houston, TX |
Oct 29, 2025 Q3 2025 |
8,265
shares
|
$632,024
0.08% of portfolio
|
Q3 2025
Added 1.15%
|
|
|
Allstate Corp
Northbrook, IL |
Oct 29, 2025 Q3 2025 |
8,219
shares
|
$628,506
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Empirical Finance, LLC
|
Nov 13, 2025 Q3 2025 |
8,163
shares
|
$624,224
0.03% of portfolio
|
Q3 2025
Added 1.0%
|
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Nov 06, 2025 Q3 2025 |
8,158
shares
|
$623,842
0.01% of portfolio
|
Q3 2025
Reduced 11.07%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 19, 2025 Q3 2025 |
8,040
shares
|
$614,818
0.05% of portfolio
|
Q3 2025
Added 1.67%
|
|
|
Potomac Fund Management Inc /Adv
Miami, FL |
Nov 12, 2025 Q3 2025 |
8,010
shares
|
$612,524
0.03% of portfolio
|
Q3 2025
Reduced 0.11%
|
|
|
Nicolet Bankshares Inc
Green Bay, WI |
Nov 13, 2025 Q3 2025 |
8,000
shares
|
$611,760
0.1% of portfolio
|
Q3 2020
New holding
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Nov 10, 2025 Q3 2025 |
7,974
shares
|
$609,771
0.02% of portfolio
|
Q3 2025
Added 19.01%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Nov 12, 2025 Q3 2025 |
7,926
shares
|
$606,101
0.01% of portfolio
|
Q3 2025
Added 1.9%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 06, 2025 Q3 2025 |
7,919
shares
|
$605,565
0.01% of portfolio
|
Q3 2025
Reduced 6.55%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Oct 31, 2025 Q3 2025 |
7,842
shares
|
$599,677
0.01% of portfolio
|
Q3 2025
Reduced 7.5%
|
|
|
Fine Mark National Bank & Trust
Fort Myers, FL |
Nov 12, 2025 Q3 2025 |
7,813
shares
|
$597,460
0.02% of portfolio
|
Q3 2025
Reduced 11.57%
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
7,775
shares
|
$594,554
0.01% of portfolio
|
Q4 2023
Reduced 6.6%
|
|
|
Metis Global Partners, LLC
|
Nov 06, 2025 Q3 2025 |
7,736
shares
|
$591,571
0.01% of portfolio
|
Q3 2025
Reduced 5.98%
|
|
|
Css LLC
Chicago, IL |
Nov 13, 2025 Q3 2025 |
7,720
shares
|
$590,348
0.06% of portfolio
|
Q3 2025
Added 23.32%
|
|
|
Main Street Investment Advisors LLC
|
Nov 10, 2025 Q3 2025 |
7,687
shares
|
$587,824
0.08% of portfolio
|
Q3 2025
Reduced 0.25%
|
|