Institutional Ownership Evergy, Inc. (EVRG)
This table provides information about the institutional ownership of Evergy, Inc. (EVRG). We have compiled data on the 808 institutions that hold shares in the stock, with a total of 201 Million shares, which have been reported (via 13F filing form) to have a value of $13.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Greenleaf Trust
Kalamazoo, MI |
Jan 24, 2025 Q4 2024 |
3,499
shares
|
$228,169
0.0% of portfolio
|
Q4 2024
Added 1.51%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Jan 28, 2025 Q4 2024 |
3,470
shares
|
$226,278
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Pax Financial Group, LLC
San Antonio, TX |
Nov 13, 2024 Q3 2024 |
3,465
shares
|
$225,952
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jan 15, 2025 Q4 2024 |
3,463
shares
|
$225,822
0.01% of portfolio
|
Q4 2024
Reduced 2.51%
|
|
|
Cornerstone Wealth Management, LLC
|
Jan 17, 2025 Q4 2024 |
3,451
shares
|
$225,039
0.01% of portfolio
|
Q4 2024
Reduced 21.85%
|
|
|
Gries Financial LLC
Cleveland, OH |
Jan 23, 2025 Q4 2024 |
3,419
shares
|
$222,952
0.04% of portfolio
|
Q4 2024
Added 1.33%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
3,413
shares
|
$222,561
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
3,364
shares
|
$219,366
0.04% of portfolio
|
Q3 2024
Added 6.32%
|
|
|
Phoenix Wealth Advisors
|
Jan 17, 2025 Q4 2024 |
3,336
shares
|
$217,540
0.09% of portfolio
|
Q4 2024
Reduced 4.71%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Feb 05, 2025 Q4 2024 |
3,327
shares
|
$216,953
0.01% of portfolio
|
Q4 2024
Added 0.73%
|
|
|
Hager Investment Management Services, LLC
New London, NH |
Jan 27, 2025 Q4 2024 |
3,320
shares
|
$216,497
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Northwest & Ethical Investments L.P.
Toronto, A6 |
Nov 13, 2024 Q3 2024 |
3,300
shares
|
$215,192
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Country Club Bank
|
Jan 27, 2025 Q4 2024 |
3,297
shares
|
$214,997
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Sequoia Financial Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
3,260
shares
|
$212,584
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Man Group PLC
London, X0 |
Nov 14, 2024 Q3 2024 |
3,256
shares
|
$212,323
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Nov 14, 2024 Q3 2024 |
3,251
shares
|
$211,997
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
United Capital Management Of Ks, Inc.
|
Nov 04, 2024 Q3 2024 |
3,246
shares
|
$211,671
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Mather Group, Llc.
Chicago, IL |
Jan 24, 2025 Q4 2024 |
3,231
shares
|
$210,693
0.0% of portfolio
|
Q4 2024
Added 5.66%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Jan 31, 2025 Q4 2024 |
3,228
shares
|
$210,497
0.01% of portfolio
|
Q4 2024
Added 132.9%
|
|
|
Horizon Investments, LLC
Charlotte, NC |
Nov 13, 2024 Q3 2024 |
3,156
shares
|
$205,802
0.0% of portfolio
|
Q3 2024
Reduced 14.45%
|
|
|
Bedel Financial Consulting, Inc.
|
Feb 06, 2025 Q4 2024 |
3,121
shares
|
$203,520
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Nov 12, 2024 Q3 2024 |
3,056
shares
|
$199,281
0.0% of portfolio
|
Q3 2024
Added 8.83%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Nov 13, 2024 Q3 2024 |
2,915
shares
|
$190,087
0.0% of portfolio
|
Q3 2024
Added 2.03%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 03, 2025 Q3 2024 |
2,811
shares
|
$183,305
0.04% of portfolio
|
Q3 2024
Added 21.64%
|
|
|
Quest Partners LLC
New York, NY |
Feb 07, 2025 Q4 2024 |
2,805
shares
|
$182,914
0.02% of portfolio
|
Q4 2024
New holding
|