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 206 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 |
|---|---|---|---|---|---|
|
Mid West One Financial Group, Inc.
Iowa City, IA |
Nov 06, 2025 Q3 2025 |
4,770
shares
|
$364,761
0.05% of portfolio
|
Q3 2025
Added 1.25%
|
|
|
Aptus Capital Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
4,734
shares
|
$362,008
0.0% of portfolio
|
Q3 2025
Reduced 44.44%
|
|
|
Huntington National Bank
Columbus, OH |
Nov 12, 2025 Q3 2025 |
4,699
shares
|
$359,332
0.0% of portfolio
|
Q3 2025
Reduced 1.43%
|
|
|
Alpha Star Capital Management, LLC
|
Nov 13, 2025 Q3 2025 |
4,697
shares
|
$359,179
0.03% of portfolio
|
Q3 2025
Added 41.18%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
4,663
shares
|
$356,579
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
4,642
shares
|
$354,973
0.03% of portfolio
|
Q4 2022
Added 3.34%
|
|
|
Independent Advisor Alliance
|
Nov 04, 2025 Q3 2025 |
4,616
shares
|
$352,985
0.01% of portfolio
|
Q3 2025
Reduced 48.47%
|
|
|
Kentucky Trust CO
Danville, KY |
Oct 14, 2025 Q3 2025 |
4,586
shares
|
$350,691
0.19% of portfolio
|
Q2 2025
Reduced 1.27%
|
|
|
Integris Wealth Management, LLC
Monterey, CA |
Oct 14, 2025 Q3 2025 |
4,570
shares
|
$349,467
0.08% of portfolio
|
Q4 2022
New holding
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2025 Q3 2025 |
4,558
shares
|
$348,550
0.0% of portfolio
|
Q3 2025
Reduced 3.62%
|
|
|
Vaughan David Investments LLC
Peoria, IL |
Oct 29, 2025 Q3 2025 |
4,548
shares
|
$347,785
0.01% of portfolio
|
Q3 2025
Reduced 2.49%
|
|
|
B. Metzler Seel. Sohn & Co. Holding Ag
Frankfurt, 2M |
Nov 08, 2024 Q3 2024 |
4,524
shares
|
$345,950
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
Nov 13, 2025 Q3 2025 |
4,524
shares
|
$345,950
0.0% of portfolio
|
Q3 2024
Reduced 20.0%
|
|
|
Walker Asset Management, LLC
|
Oct 14, 2025 Q3 2025 |
4,500
shares
|
$344,115
0.21% of portfolio
|
Q3 2025
Added 0.72%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Oct 31, 2025 Q3 2025 |
4,450
shares
|
$340,291
0.02% of portfolio
|
Q3 2025
Added 0.38%
|
|
|
Triad Wealth Partners, LLC
Lawrence, KS |
Oct 30, 2025 Q3 2025 |
4,415
shares
|
$337,615
0.04% of portfolio
|
Q3 2025
Added 0.59%
|
|
|
Mufg Securities Emea PLC
London, X0 |
Nov 14, 2025 Q3 2025 |
4,405
shares
|
$336,850
0.01% of portfolio
|
Q3 2025
Added 549.71%
|
|
|
Golden State Equity Partners
South Coast Metro, CA |
Oct 21, 2025 Q3 2025 |
4,372
shares
|
$334,326
0.06% of portfolio
|
Q3 2025
Reduced 2.5%
|
|
|
Keystone Financial Group
|
Nov 17, 2025 Q3 2025 |
4,372
shares
|
$334,326
0.03% of portfolio
|
Q3 2025
Added 36.11%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Nov 07, 2025 Q3 2025 |
4,369
shares
|
$334,097
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
4,365
shares
|
$333,791
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Ballentine Partners, LLC
Waltham, MA |
Nov 03, 2025 Q3 2025 |
4,347
shares
|
$332,415
0.0% of portfolio
|
Q3 2025
Added 21.02%
|
|
|
Wedmont Private Capital
|
Jan 08, 2026 Q4 2025 |
4,332
shares
|
$331,268
0.01% of portfolio
|
Q4 2025
Reduced 2.52%
|
|
|
Artisan Partners Limited Partnership
Milwaukee, WI |
Nov 12, 2025 Q3 2025 |
4,308
shares
|
$329,432
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Ritholtz Wealth Management
|
Oct 28, 2025 Q3 2025 |
4,300
shares
|
$328,821
0.01% of portfolio
|
Q3 2025
Added 1.18%
|
|