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 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 |
|---|---|---|---|---|---|
|
Probity Advisors, Inc.
Dallas, TX |
Oct 30, 2025 Q3 2025 |
4,266
shares
|
$326,221
0.06% of portfolio
|
Q3 2025
Reduced 1.07%
|
|
|
Advisor Partners LLC
Walnut Creek, CA |
Aug 11, 2022 Q2 2022 |
4,249
shares
|
$324,921
0.02% of portfolio
|
Q2 2022
Added 26.46%
|
|
|
Mather Group, Llc.
Chicago, IL |
Jan 13, 2026 Q4 2025 |
4,246
shares
|
$324,691
0.0% of portfolio
|
Q3 2025
Reduced 6.64%
|
|
|
Eastern Bank
|
Oct 27, 2025 Q3 2025 |
4,232
shares
|
$323,621
0.01% of portfolio
|
Q1 2025
Added 6.79%
|
|
|
Sound Stewardship, LLC
Overland Park, KS |
Oct 14, 2025 Q3 2025 |
4,232
shares
|
$323,621
0.15% of portfolio
|
Q3 2024
Added 0.14%
|
|
|
Ashfield Capital Partners, LLC
|
Nov 10, 2022 Q3 2022 |
4,172
shares
|
$319,032
0.02% of portfolio
|
Q4 2021
Reduced 17.74%
|
|
|
Intercontinental Wealth Advisors, LLC
|
Jul 21, 2023 Q2 2023 |
4,171
shares
|
$318,956
0.06% of portfolio
|
Q2 2023
Added 3.78%
|
|
|
Transcend Capital Advisors, LLC
|
Nov 04, 2025 Q3 2025 |
4,082
shares
|
$312,150
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
Oct 26, 2023 Q3 2023 |
4,066
shares
|
$310,927
0.01% of portfolio
|
Q3 2023
Reduced 13.08%
|
|
|
Black Diamond Financial, LLC
|
Nov 05, 2025 Q3 2025 |
4,065
shares
|
$310,850
0.03% of portfolio
|
Q3 2025
Reduced 0.25%
|
|
|
Glenview Trust CO
Louisville, KY |
Nov 07, 2025 Q3 2025 |
4,051
shares
|
$309,779
0.01% of portfolio
|
Q3 2025
Added 7.8%
|
|
|
Aviva PLC
|
Nov 13, 2025 Q3 2025 |
4,041
shares
|
$309,015
0.0% of portfolio
|
Q2 2025
Added 14.35%
|
|
|
Kimelman & Baird, LLC
New York, NY |
Nov 25, 2025 Q3 2025 |
4,031
shares
|
$308,250
0.02% of portfolio
|
Q2 2025
Reduced 0.57%
|
|
|
Sym Financial Corp
|
Nov 03, 2025 Q3 2025 |
4,024
shares
|
$307,715
0.03% of portfolio
|
Q3 2025
Added 2.03%
|
|
|
D.A. Davidson & Co.
|
Oct 22, 2025 Q3 2025 |
4,004
shares
|
$306,185
0.0% of portfolio
|
Q3 2025
Added 7.2%
|
|
|
Callan Capital, LLC
La Jolla, CA |
Apr 29, 2025 Q1 2025 |
3,990
shares
|
$305,115
0.02% of portfolio
|
Q1 2025
Added 6.88%
|
|
|
Baker Avenue Asset Management, LP
|
Oct 30, 2025 Q3 2025 |
3,972
shares
|
$303,738
0.01% of portfolio
|
Q3 2025
Added 10.3%
|
|
|
Alpha Family Trust
Los Angeles, CA |
Nov 12, 2025 Q3 2025 |
3,970
shares
|
$303,585
0.14% of portfolio
|
Q1 2024
New holding
|
|
|
Marcum Wealth, LLC
|
Apr 02, 2025 Q1 2025 |
3,922
shares
|
$299,915
0.02% of portfolio
|
Q1 2025
Added 1.79%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Oct 17, 2025 Q3 2025 |
3,918
shares
|
$299,609
0.01% of portfolio
|
Q3 2025
Added 0.05%
|
|
|
Jefferies Group LLC
New York, NY |
Sep 21, 2023 Q3 2022 |
3,915
shares
|
$299,380
0.0% of portfolio
|
Q3 2022
Reduced 22.6%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Nov 12, 2025 Q3 2025 |
3,909
shares
|
$298,921
0.01% of portfolio
|
Q3 2025
Added 9.53%
|
|
|
Kavar Capital Partners Group, LLC
Leawood, KS |
Oct 17, 2025 Q3 2025 |
3,903
shares
|
$298,462
0.04% of portfolio
|
Q2 2025
Added 8.33%
|
|
|
Legacy Financial Strategies, LLC
Leawood, KS |
Nov 05, 2025 Q3 2025 |
3,893
shares
|
$297,697
0.05% of portfolio
|
Q2 2025
Added 1.62%
|
|
|
Greenleaf Trust
Kalamazoo, MI |
Oct 22, 2025 Q3 2025 |
3,867
shares
|
$295,709
0.0% of portfolio
|
Q3 2025
Added 10.64%
|
|