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 |
|---|---|---|---|---|---|
|
Cva Family Office, LLC
|
Jan 12, 2026 Q4 2025 |
825
shares
|
$63,087
0.01% of portfolio
|
Q4 2025
Reduced 5.71%
|
|
|
Bfsg, LLC
|
Oct 28, 2025 Q3 2025 |
817
shares
|
$62,475
0.01% of portfolio
|
Q3 2025
Added 22.86%
|
|
|
City State Bank
Norwalk, IA |
Oct 16, 2025 Q3 2025 |
808
shares
|
$61,787
0.02% of portfolio
|
Q2 2024
Reduced 3.23%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Nov 07, 2025 Q3 2025 |
804
shares
|
$61,481
0.0% of portfolio
|
Q3 2025
Added 7.63%
|
|
|
Toth Financial Advisory Corp
|
Oct 09, 2025 Q3 2025 |
800
shares
|
$61,176
0.01% of portfolio
|
Q3 2025
Reduced 20.0%
|
|
|
Rocky Mountain Advisers, LLC
|
Oct 17, 2025 Q3 2025 |
797
shares
|
$60,946
0.05% of portfolio
|
Q1 2025
Reduced 5.34%
|
|
|
Whittier Trust CO
|
Oct 31, 2025 Q3 2025 |
781
shares
|
$59,723
0.0% of portfolio
|
Q1 2022
Reduced 67.17%
|
|
|
Centennial Bank/Ar/
Conway, AR |
Nov 07, 2025 Q3 2025 |
777
shares
|
$59,417
0.02% of portfolio
|
Q2 2024
Reduced 50.0%
|
|
|
Cromwell Holdings LLC
Jackson, WY |
Oct 23, 2025 Q3 2025 |
772
shares
|
$59,034
0.03% of portfolio
|
Q2 2025
Added 5.46%
|
|
|
Manning & Napier Advisors LLC
Fairport, NY |
Oct 27, 2025 Q3 2025 |
748
shares
|
$57,199
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Mv Capital Management, Inc.
|
Aug 08, 2025 Q2 2025 |
713
shares
|
$54,523
0.01% of portfolio
|
Q2 2025
Reduced 1.66%
|
|
|
Pinnacle Bancorp, Inc.
|
Oct 24, 2025 Q3 2025 |
693
shares
|
$52,993
0.02% of portfolio
|
Q3 2025
Reduced 6.35%
|
|
|
Heritage Wealth Advisors
|
Nov 12, 2025 Q3 2025 |
658
shares
|
$50,317
0.0% of portfolio
|
Q1 2024
Reduced 17.75%
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Nov 12, 2025 Q3 2025 |
644
shares
|
$49,246
0.02% of portfolio
|
Q3 2025
Added 101.25%
|
|
|
Quarry LP
New York, NY |
Nov 14, 2025 Q3 2025 |
635
shares
|
$48,558
0.01% of portfolio
|
Q3 2025
Added 1222.92%
|
|
|
Deseret Mutual Benefit Administrators
|
Oct 30, 2025 Q3 2025 |
633
shares
|
$48,405
0.02% of portfolio
|
Q3 2025
Reduced 2.62%
|
|
|
Tortoise Investment Management, LLC
|
Nov 13, 2025 Q3 2025 |
630
shares
|
$48,176
0.0% of portfolio
|
Q3 2025
Reduced 6.8%
|
|
|
Onefund, LLC
Saint Petersburg, FL |
Nov 14, 2025 Q3 2025 |
627
shares
|
$47,946
0.03% of portfolio
|
Q3 2025
Added 3.29%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Jan 13, 2026 Q4 2025 |
613
shares
|
$46,876
0.0% of portfolio
|
Q4 2025
Added 60.47%
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
610
shares
|
$46,646
0.01% of portfolio
|
Q2 2020
Reduced 45.05%
|
|
|
Delta Asset Management LLC
Memphis, TN |
Nov 04, 2025 Q3 2025 |
605
shares
|
$46,264
0.0% of portfolio
|
Q3 2024
Reduced 29.24%
|
|
|
Mechanics Financial Corp
|
Nov 06, 2025 Q3 2025 |
605
shares
|
$46,264
0.02% of portfolio
|
Q1 2024
Added 16.35%
|
|
|
Dt Investment Partners, LLC
|
Oct 22, 2025 Q3 2025 |
600
shares
|
$45,882
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Pacific Center For Financial Services
San Ramon, CA |
Nov 13, 2025 Q3 2025 |
598
shares
|
$45,729
0.01% of portfolio
|
Q2 2018
New holding
|
|
|
Key F Inancial Inc
|
Nov 05, 2025 Q3 2025 |
598
shares
|
$45,729
0.01% of portfolio
|
Q4 2020
New holding
|
|