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 207 Million shares, which have been reported (via 13F filing form) to have a value of $15.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Blair William & CO
Chicago, IL |
Nov 12, 2025 Q3 2025 |
6,640
shares
|
$507,760
0.0% of portfolio
|
Q3 2025
Reduced 24.77%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Oct 23, 2025 Q3 2025 |
6,578
shares
|
$503,019
0.01% of portfolio
|
Q3 2025
Reduced 3.56%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
6,572
shares
|
$502,560
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Kestra Private Wealth Services, LLC
|
Nov 14, 2025 Q3 2025 |
6,568
shares
|
$502,254
0.01% of portfolio
|
Q3 2025
Added 36.69%
|
|
|
44 Wealth Management LLC
|
Nov 14, 2025 Q3 2025 |
6,552
shares
|
$501,031
0.17% of portfolio
|
Q3 2025
New holding
|
|
|
Ifg Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
6,543
shares
|
$500,343
0.02% of portfolio
|
Q2 2025
Added 1.28%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Nov 14, 2025 Q3 2025 |
6,305
shares
|
$482,143
0.0% of portfolio
|
Q3 2025
Added 28.44%
|
|
|
Goal Vest Advisory LLC
|
Jan 05, 2026 Q4 2025 |
6,264
shares
|
$479,008
0.1% of portfolio
|
Q4 2025
Added 19.11%
|
|
|
Redpoint Investment Management Pty LTD
|
Oct 14, 2022 Q3 2022 |
6,224
shares
|
$475,949
0.05% of portfolio
|
Q3 2022
Reduced 3.67%
|
|
|
Mufg Securities Americas Inc.
New York, NY |
Nov 10, 2025 Q3 2025 |
6,206
shares
|
$474,572
0.03% of portfolio
|
Q3 2025
Added 21.71%
|
|
|
Aaron Wealth Advisors LLC
|
Oct 03, 2025 Q3 2025 |
6,200
shares
|
$474,114
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Regentatlantic Capital LLC
Morristown, NJ |
Nov 14, 2022 Q3 2022 |
6,165
shares
|
$471,437
0.01% of portfolio
|
Q3 2022
Added 4.49%
|
|
|
Waterfront Wealth Inc.
|
Nov 05, 2025 Q3 2025 |
6,067
shares
|
$463,943
0.1% of portfolio
|
Q2 2025
Added 0.43%
|
|
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
Nov 13, 2025 Q3 2025 |
6,057
shares
|
$463,178
0.03% of portfolio
|
Q3 2025
Added 0.03%
|
|
|
National Pension Service
Jeonju Si, Jeollabuk Do, M5 |
Nov 03, 2025 Q3 2025 |
6,027
shares
|
$460,884
0.0% of portfolio
|
Q3 2025
Added 62.94%
|
|
|
Cwa Asset Management Group, LLC
|
Jan 07, 2026 Q4 2025 |
5,926
shares
|
$453,161
0.02% of portfolio
|
Q4 2025
Reduced 83.08%
|
|
|
Uncommon Cents Investing LLC
|
Oct 15, 2025 Q3 2025 |
5,840
shares
|
$446,584
0.11% of portfolio
|
Q1 2025
Reduced 1.68%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
5,815
shares
|
$444,673
0.01% of portfolio
|
Q3 2024
Reduced 5.45%
|
|
|
Dgs Capital Management, LLC
|
Jan 21, 2025 Q4 2024 |
5,794
shares
|
$443,067
0.09% of portfolio
|
Q4 2024
Added 29.13%
|
|
|
Merit Financial Group, LLC
|
Nov 07, 2025 Q3 2025 |
5,790
shares
|
$442,761
0.0% of portfolio
|
Q3 2025
Reduced 0.02%
|
|
|
Financial Advisory Service, Inc.
|
Oct 29, 2025 Q3 2025 |
5,735
shares
|
$438,555
0.03% of portfolio
|
Q3 2025
Reduced 10.57%
|
|
|
North Crest Asset Manangement, LLC
|
Jan 08, 2026 Q4 2025 |
5,710
shares
|
$436,643
0.01% of portfolio
|
Q4 2025
Reduced 6.02%
|
|
|
Callan Family Office, LLC
Radnor, PA |
Nov 04, 2025 Q3 2025 |
5,664
shares
|
$433,126
0.01% of portfolio
|
Q3 2025
Reduced 5.47%
|
|
|
Naples Global Advisors, LLC
Naples, FL |
Oct 30, 2025 Q3 2025 |
5,625
shares
|
$430,143
0.03% of portfolio
|
Q3 2025
Added 2.01%
|
|
|
Strs Ohio
|
Oct 30, 2025 Q3 2025 |
5,504
shares
|
$420,890
0.0% of portfolio
|
Q3 2025
Reduced 87.74%
|
|