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 |
|---|---|---|---|---|---|
|
Tortoise Investment Management, LLC
|
Feb 07, 2025 Q4 2024 |
676
shares
|
$44,081
0.0% of portfolio
|
Q4 2024
Reduced 0.44%
|
|
|
Pin Oak Investment Advisors Inc
Houston, TX |
Nov 13, 2024 Q3 2024 |
660
shares
|
$43,038
0.04% of portfolio
|
Q3 2021
New holding
|
|
|
Heritage Wealth Advisors
|
Nov 12, 2024 Q3 2024 |
658
shares
|
$42,908
0.0% of portfolio
|
Q1 2024
Reduced 17.75%
|
|
|
Elequin Capital LP
New York, NY |
Nov 14, 2024 Q3 2024 |
650
shares
|
$42,386
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Deseret Mutual Benefit Administrators
|
Feb 03, 2025 Q4 2024 |
650
shares
|
$42,386
0.02% of portfolio
|
Q4 2023
Reduced 20.05%
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
610
shares
|
$39,778
0.01% of portfolio
|
Q2 2020
Reduced 45.05%
|
|
|
Delta Asset Management LLC
Memphis, TN |
Nov 07, 2024 Q3 2024 |
605
shares
|
$39,452
0.0% of portfolio
|
Q3 2024
Reduced 29.24%
|
|
|
Mechanics Financial Corp
|
Nov 06, 2024 Q3 2024 |
605
shares
|
$39,452
0.02% of portfolio
|
Q1 2024
Added 16.35%
|
|
|
Dt Investment Partners, LLC
|
Jan 30, 2025 Q4 2024 |
600
shares
|
$39,125
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Key F Inancial Inc
|
Jan 31, 2025 Q4 2024 |
598
shares
|
$38,995
0.01% of portfolio
|
Q4 2020
New holding
|
|
|
Pacific Center For Financial Services
San Ramon, CA |
Nov 15, 2024 Q3 2024 |
598
shares
|
$38,995
0.01% of portfolio
|
Q2 2018
New holding
|
|
|
Loomis Sayles & CO L P
|
Nov 13, 2024 Q3 2024 |
580
shares
|
$37,821
0.0% of portfolio
|
Q3 2024
Added 1.58%
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
576
shares
|
$37,560
0.03% of portfolio
|
Q2 2022
Reduced 33.79%
|
|
|
Independence Bank Of Kentucky
|
Jan 24, 2025 Q4 2024 |
556
shares
|
$36,256
0.01% of portfolio
|
Q3 2023
Reduced 5.44%
|
|
|
Cnb Bank
Clearfield, PA |
Jan 15, 2025 Q4 2024 |
553
shares
|
$36,061
0.02% of portfolio
|
Q3 2024
Added 23.71%
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Feb 04, 2025 Q4 2024 |
534
shares
|
$34,822
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Agf Investments LLC
Boston, MA |
Nov 10, 2022 Q3 2022 |
522
shares
|
$34,039
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Truvestments Capital LLC
Sarasota, FL |
Nov 13, 2024 Q3 2024 |
518
shares
|
$33,778
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Motco
|
Feb 05, 2025 Q4 2024 |
499
shares
|
$32,539
0.0% of portfolio
|
Q4 2024
Reduced 54.51%
|
|
|
Bank Of Jackson Hole Trust
Jackson, WY |
Jan 31, 2025 Q4 2024 |
498
shares
|
$32,474
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
497
shares
|
$32,409
0.0% of portfolio
|
Q3 2024
Reduced 24.58%
|
|
|
Fairscale Capital, LLC
Nashua, NH |
Feb 07, 2025 Q4 2024 |
492
shares
|
$32,083
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
National Pension Service
Jeonju Si, Jeollabuk Do, M5 |
Feb 04, 2025 Q4 2024 |
481
shares
|
$31,366
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Carolina Wealth Advisors, LLC
|
Jan 14, 2025 Q4 2024 |
478
shares
|
$31,170
0.02% of portfolio
|
Q3 2020
New holding
|
|
|
Avion Wealth
The Woodlands, TX |
Jan 29, 2025 Q4 2024 |
470
shares
|
$30,648
0.01% of portfolio
|
Q4 2024
Added 1.73%
|