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 |
|---|---|---|---|---|---|
|
Rogco, LP
Claremore, OK |
Jan 30, 2025 Q4 2024 |
962
shares
|
$62,732
0.02% of portfolio
|
Q2 2024
Reduced 2.14%
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Jan 17, 2025 Q4 2024 |
956
shares
|
$62,340
0.03% of portfolio
|
Q1 2023
New holding
|
|
|
Cva Family Office, LLC
|
Jan 07, 2025 Q4 2024 |
950
shares
|
$61,949
0.01% of portfolio
|
Q4 2024
Added 32.5%
|
|
|
Crewe Advisors LLC
|
Jan 27, 2025 Q4 2024 |
900
shares
|
$58,688
0.01% of portfolio
|
Q2 2024
Reduced 10.18%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
899
shares
|
$58,623
0.0% of portfolio
|
Q4 2024
Added 15.85%
|
|
|
Asset Dedication, LLC
|
Jan 22, 2025 Q4 2024 |
872
shares
|
$56,863
0.0% of portfolio
|
Q4 2024
Reduced 1.47%
|
|
|
Whittier Trust CO Of Nevada Inc
|
Oct 21, 2024 Q3 2024 |
860
shares
|
$56,080
0.0% of portfolio
|
Q2 2024
Added 0.7%
|
|
|
Rocky Mountain Advisers, LLC
|
Jan 29, 2025 Q4 2024 |
842
shares
|
$54,906
0.04% of portfolio
|
Q2 2024
Reduced 4.97%
|
|
|
Hexagon Capital Partners LLC
|
Feb 07, 2025 Q4 2024 |
811
shares
|
$52,885
0.01% of portfolio
|
Q4 2024
Added 52.73%
|
|
|
City State Bank
Norwalk, IA |
Jan 13, 2025 Q4 2024 |
808
shares
|
$52,689
0.02% of portfolio
|
Q2 2024
Reduced 3.23%
|
|
|
City Holding CO
|
Jan 16, 2025 Q4 2024 |
808
shares
|
$52,689
0.01% of portfolio
|
Q3 2022
Reduced 9.72%
|
|
|
Riverview Trust CO
|
Feb 05, 2025 Q4 2024 |
804
shares
|
$52,428
0.05% of portfolio
|
Q1 2024
New holding
|
|
|
Parkside Financial Bank & Trust
|
Feb 05, 2025 Q4 2024 |
798
shares
|
$52,037
0.01% of portfolio
|
Q4 2024
Added 7.4%
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Feb 05, 2025 Q4 2024 |
797
shares
|
$51,972
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Lindbrook Capital, LLC
|
Feb 06, 2025 Q4 2024 |
786
shares
|
$51,255
0.0% of portfolio
|
Q4 2024
Added 1.55%
|
|
|
Whittier Trust CO
|
Oct 21, 2024 Q3 2024 |
781
shares
|
$50,929
0.0% of portfolio
|
Q1 2022
Reduced 67.17%
|
|
|
Centennial Bank/Ar/
Conway, AR |
Feb 06, 2025 Q4 2024 |
777
shares
|
$50,668
0.02% of portfolio
|
Q2 2024
Reduced 50.0%
|
|
|
Versant Capital Management, Inc
|
Jan 02, 2025 Q4 2024 |
750
shares
|
$48,907
0.01% of portfolio
|
Q4 2024
Added 16.1%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Feb 04, 2025 Q4 2024 |
741
shares
|
$48,320
0.0% of portfolio
|
Q4 2024
Added 1.51%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Nov 18, 2024 Q3 2024 |
741
shares
|
$48,320
0.0% of portfolio
|
Q3 2024
Added 0.41%
|
|
|
Pinnacle Bancorp, Inc.
|
Jan 14, 2025 Q4 2024 |
740
shares
|
$48,255
0.01% of portfolio
|
Q1 2024
Added 3.79%
|
|
|
Mv Capital Management, Inc.
|
Nov 04, 2024 Q3 2024 |
736
shares
|
$47,994
0.0% of portfolio
|
Q3 2024
Added 1.66%
|
|
|
Cromwell Holdings LLC
Jackson, WY |
Feb 03, 2025 Q4 2024 |
732
shares
|
$47,733
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Sentry Investment Management LLC
|
Feb 04, 2025 Q4 2024 |
713
shares
|
$46,494
0.02% of portfolio
|
Q4 2024
Reduced 13.99%
|
|
|
Hantz Financial Services, Inc.
|
Jan 23, 2025 Q4 2024 |
691
shares
|
$45,060
0.0% of portfolio
|
Q3 2024
Reduced 11.07%
|