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 |
|---|---|---|---|---|---|
|
Schulhoff & CO Inc
|
Nov 10, 2025 Q3 2025 |
5,500
shares
|
$420,585
0.19% of portfolio
|
Q3 2019
New holding
|
|
|
Sage Mountain Advisors LLC
|
Oct 29, 2025 Q3 2025 |
5,495
shares
|
$420,202
0.02% of portfolio
|
Q3 2025
Added 19.69%
|
|
|
Custom Index Systems, LLC
New York, NY |
Oct 29, 2025 Q3 2025 |
5,490
shares
|
$419,820
0.12% of portfolio
|
Q3 2025
Added 26.85%
|
|
|
Integrity Alliance, Llc.
Urbandale, IA |
Nov 14, 2025 Q3 2025 |
5,456
shares
|
$417,220
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Tocqueville Asset Management L.P.
New York, NY |
Nov 13, 2025 Q3 2025 |
5,400
shares
|
$412,938
0.01% of portfolio
|
Q3 2024
Added 10.2%
|
|
|
Balboa Wealth Partners
Newport Beach, CA |
Nov 06, 2025 Q3 2025 |
5,365
shares
|
$410,261
0.07% of portfolio
|
Q3 2025
Added 0.15%
|
|
|
Vista Investment Partners LLC
Oklahoma City, OK |
Oct 15, 2025 Q3 2025 |
5,358
shares
|
$409,726
0.11% of portfolio
|
Q1 2024
Reduced 0.81%
|
|
|
Advantage Trust CO
Salina, KS |
Nov 03, 2025 Q3 2025 |
5,350
shares
|
$409,114
0.18% of portfolio
|
Q2 2025
Added 5250.0%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Oct 15, 2025 Q3 2025 |
5,282
shares
|
$403,914
0.01% of portfolio
|
Q3 2025
Reduced 14.39%
|
|
|
Krilogy Financial LLC
|
Nov 06, 2025 Q3 2025 |
5,276
shares
|
$403,455
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Brighton Jones LLC
|
Oct 14, 2025 Q3 2025 |
5,239
shares
|
$400,626
0.01% of portfolio
|
Q3 2025
Added 14.84%
|
|
|
Panagora Asset Management Inc
Boston, MA |
Nov 13, 2025 Q3 2025 |
5,183
shares
|
$396,344
0.0% of portfolio
|
Q3 2025
Reduced 83.88%
|
|
|
Gentry Private Wealth, LLC
Wichita, KS |
Nov 12, 2025 Q3 2025 |
5,093
shares
|
$389,461
0.27% of portfolio
|
Q1 2025
New holding
|
|
|
Lex Aurum Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
5,087
shares
|
$389,002
0.06% of portfolio
|
Q3 2025
Added 31.11%
|
|
|
Central Trust CO
Jefferson City, MO |
Nov 06, 2025 Q3 2025 |
5,074
shares
|
$388,008
0.01% of portfolio
|
Q2 2025
Added 3.74%
|
|
|
Advyzon Investment Management, LLC
Lisle, IL |
Nov 10, 2025 Q3 2025 |
5,065
shares
|
$387,320
0.07% of portfolio
|
Q3 2025
Added 7.65%
|
|
|
Valeo Financial Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
4,991
shares
|
$381,661
0.01% of portfolio
|
Q3 2025
Reduced 0.32%
|
|
|
Garner Asset Management Corp
|
Nov 10, 2025 Q3 2025 |
4,957
shares
|
$379,061
0.15% of portfolio
|
Q3 2025
Added 0.02%
|
|
|
Gts Securities LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
4,937
shares
|
$377,532
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
North Rock Partners, LLC
|
Nov 13, 2025 Q3 2025 |
4,885
shares
|
$373,555
0.01% of portfolio
|
Q2 2025
Added 3.07%
|
|
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
Nov 12, 2025 Q3 2025 |
4,876
shares
|
$372,867
0.02% of portfolio
|
Q3 2025
Reduced 1.42%
|
|
|
Intrust Bank Na
Wichita, KS |
Nov 10, 2025 Q3 2025 |
4,871
shares
|
$372,485
0.03% of portfolio
|
Q3 2025
Added 2.16%
|
|
|
Murphy Capital Management Inc
|
Jul 13, 2022 Q2 2022 |
4,840
shares
|
$370,114
0.04% of portfolio
|
Q2 2022
Added 0.06%
|
|
|
Apollon Financial, LLC
Mount Pleasant, SC |
Oct 16, 2025 Q3 2025 |
4,808
shares
|
$367,667
0.06% of portfolio
|
Q3 2025
Added 0.92%
|
|
|
Simplicity Wealth,Llc
|
Oct 30, 2025 Q3 2025 |
4,804
shares
|
$367,361
0.02% of portfolio
|
Q3 2025
Reduced 57.45%
|
|