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 |
|---|---|---|---|---|---|
|
Clearwater Capital Advisors, LLC
|
Nov 14, 2025 Q3 2025 |
3,074
shares
|
$235,068
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Barnes Wealth Management Group, Inc
Bakersfield, CA |
Nov 14, 2025 Q3 2025 |
3,061
shares
|
$234,074
0.13% of portfolio
|
Q3 2025
Added 1.86%
|
|
|
King Luther Capital Management Corp
Fort Worth, TX |
Nov 07, 2025 Q3 2025 |
3,032
shares
|
$231,857
0.0% of portfolio
|
Q3 2025
Reduced 0.92%
|
|
|
Brown Advisory Inc
|
Nov 14, 2025 Q3 2025 |
3,020
shares
|
$230,939
0.0% of portfolio
|
Q3 2025
Added 0.7%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
3,013
shares
|
$230,404
0.0% of portfolio
|
Q3 2025
Reduced 0.63%
|
|
|
Washington Trust Bank
|
Oct 24, 2025 Q3 2025 |
3,000
shares
|
$229,410
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Larson Financial Group LLC
|
Nov 14, 2025 Q3 2025 |
2,894
shares
|
$221,304
0.01% of portfolio
|
Q3 2025
Added 10.71%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 05, 2025 Q3 2025 |
2,885
shares
|
$220,615
0.01% of portfolio
|
Q3 2025
Added 88.32%
|
|
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
Oct 31, 2025 Q3 2025 |
2,866
shares
|
$219,163
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Chicago Trust CO Na
|
Oct 10, 2025 Q3 2025 |
2,836
shares
|
$216,868
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Westover Capital Advisors, LLC
Wilmington, DE |
Nov 06, 2025 Q3 2025 |
2,800
shares
|
$214,116
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Riggs Asset Managment Co. Inc.
|
Nov 12, 2025 Q3 2025 |
2,800
shares
|
$214,116
0.05% of portfolio
|
Q4 2020
New holding
|
|
|
Capital Performance Advisors LLP
|
Oct 22, 2025 Q3 2025 |
2,792
shares
|
$213,504
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Country Club Bank
|
Oct 07, 2025 Q3 2025 |
2,744
shares
|
$209,833
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Northstar Advisory Group, LLC
|
Nov 03, 2025 Q3 2025 |
2,742
shares
|
$209,680
0.09% of portfolio
|
Q3 2025
New holding
|
|
|
Requisite Capital Management, LLC
|
Nov 12, 2025 Q3 2025 |
2,741
shares
|
$209,604
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
Nov 13, 2025 Q3 2025 |
2,734
shares
|
$209,068
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
W.G. Shaheen & Associates Dba Whitney & CO
|
Nov 07, 2025 Q3 2025 |
2,696
shares
|
$206,163
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
First National Bank Sioux Falls
|
Oct 21, 2025 Q3 2025 |
2,691
shares
|
$205,780
0.07% of portfolio
|
Q3 2025
New holding
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Nov 14, 2025 Q3 2025 |
2,682
shares
|
$205,092
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Versant Capital Management, Inc
|
Jan 08, 2026 Q4 2025 |
2,645
shares
|
$202,263
0.03% of portfolio
|
Q4 2025
Added 14.75%
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
2,569
shares
|
$196,451
0.0% of portfolio
|
Q3 2025
Reduced 1.95%
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
2,560
shares
|
$195,763
0.01% of portfolio
|
Q3 2025
Reduced 39.76%
|
|
|
Cx Institutional
|
Oct 23, 2025 Q3 2025 |
2,520
shares
|
$192,704
0.01% of portfolio
|
Q3 2025
Added 7.88%
|
|
|
Virtus Investment Advisers, Inc.
Hartford, CT |
Nov 13, 2025 Q3 2025 |
2,391
shares
|
$182,839
0.06% of portfolio
|
Q3 2025
Reduced 6.35%
|
|