Institutional Ownership Evergy, Inc. (EVRG)
This table provides information about the institutional ownership of Evergy, Inc. (EVRG). We have compiled data on the 799 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 $12.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ashton Thomas Securities, LLC
Rochester, NY |
Nov 04, 2024 Q3 2024 |
237
shares
|
$15,208
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Missouri Trust & Investment CO
Springfield, MO |
Jan 17, 2025 Q4 2024 |
226
shares
|
$14,502
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Global X Japan Co., Ltd.
Chiyoda Ku, Tokyo, M0 |
Jan 28, 2025 Q4 2024 |
221
shares
|
$14,181
0.0% of portfolio
|
Q4 2024
Added 25.57%
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
Jan 15, 2025 Q4 2024 |
221
shares
|
$14,181
0.0% of portfolio
|
Q4 2024
Added 44.44%
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
Jan 23, 2025 Q4 2024 |
220
shares
|
$14,117
0.0% of portfolio
|
Q2 2023
Reduced 4.35%
|
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
Nov 13, 2024 Q3 2024 |
209
shares
|
$13,411
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Wealth Collab, LLC
Bellevue, WA |
Nov 14, 2024 Q3 2024 |
203
shares
|
$13,026
0.01% of portfolio
|
Q2 2024
Reduced 13.98%
|
|
|
Country Trust Bank
|
Jan 23, 2025 Q4 2024 |
200
shares
|
$12,834
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
200
shares
|
$12,834
0.0% of portfolio
|
Q1 2022
Reduced 9.5%
|
|
|
Ncp Inc.
La Quinta, CA |
Nov 13, 2024 Q3 2024 |
200
shares
|
$12,834
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Covestor LTD
Boston, MA |
Nov 01, 2024 Q3 2024 |
197
shares
|
$12,641
0.01% of portfolio
|
Q3 2024
Reduced 2.96%
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Jan 27, 2025 Q4 2024 |
190
shares
|
$12,192
0.0% of portfolio
|
Q3 2024
Added 46.15%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 13, 2024 Q3 2024 |
183
shares
|
$11,743
0.0% of portfolio
|
Q3 2024
Reduced 7.11%
|
|
|
Gw&K Investment Management, LLC
Boston, MA |
Nov 07, 2024 Q3 2024 |
182
shares
|
$11,678
0.0% of portfolio
|
Q3 2024
Reduced 9.45%
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
181
shares
|
$11,614
0.0% of portfolio
|
Q2 2024
Added 2.26%
|
|
|
West Financial Advisors, LLC
|
Jan 14, 2025 Q4 2024 |
177
shares
|
$11,358
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
176
shares
|
$11,293
0.0% of portfolio
|
Q4 2019
New holding
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jan 17, 2025 Q4 2024 |
176
shares
|
$11,293
0.0% of portfolio
|
Q4 2024
Reduced 10.2%
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
165
shares
|
$10,588
0.0% of portfolio
|
Q2 2023
Added 1.23%
|
|
|
Cgc Financial Services, LLC
Lake Oswego, OR |
Jan 24, 2025 Q4 2024 |
164
shares
|
$10,523
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
Nov 04, 2024 Q3 2024 |
151
shares
|
$9,689
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Capital Advisors, Ltd. LLC
|
Oct 24, 2024 Q3 2024 |
149
shares
|
$9,561
0.0% of portfolio
|
Q2 2024
Reduced 6.88%
|
|
|
Paladin Advisory Group, LLC
|
Jan 23, 2025 Q4 2024 |
145
shares
|
$9,304
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Vital Stone Financial, LLC
Shavano Park, TX |
Oct 11, 2024 Q3 2024 |
138
shares
|
$8,855
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Kepos Capital LP
New York, NY |
Nov 12, 2024 Q3 2024 |
137
shares
|
$8,791
0.0% of portfolio
|
Q3 2024
Added 71.25%
|