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 |
|---|---|---|---|---|---|
|
Whittier Trust CO Of Nevada Inc
|
Oct 31, 2025 Q3 2025 |
577
shares
|
$44,123
0.0% of portfolio
|
Q3 2025
Reduced 32.91%
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Oct 29, 2025 Q3 2025 |
576
shares
|
$44,046
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
576
shares
|
$44,046
0.03% of portfolio
|
Q2 2022
Reduced 33.79%
|
|
|
Independence Bank Of Kentucky
|
Oct 09, 2025 Q3 2025 |
556
shares
|
$42,517
0.01% of portfolio
|
Q3 2023
Reduced 5.44%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 10, 2025 Q3 2025 |
553
shares
|
$42,287
0.0% of portfolio
|
Q3 2025
Added 11.49%
|
|
|
True Wealth Design, LLC
Akron, OH |
Jan 08, 2026 Q4 2025 |
546
shares
|
$41,752
0.01% of portfolio
|
Q4 2025
Reduced 0.36%
|
|
|
Cnb Bank
Clearfield, PA |
Oct 30, 2025 Q3 2025 |
538
shares
|
$41,140
0.02% of portfolio
|
Q2 2025
Reduced 2.71%
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Oct 23, 2025 Q3 2025 |
534
shares
|
$40,834
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Hemington Wealth Management
|
Oct 24, 2025 Q3 2025 |
534
shares
|
$40,834
0.01% of portfolio
|
Q3 2025
Reduced 0.37%
|
|
|
Sentry Investment Management LLC
|
Nov 05, 2025 Q3 2025 |
525
shares
|
$40,146
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Agf Investments LLC
Boston, MA |
Nov 10, 2022 Q3 2022 |
522
shares
|
$39,917
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Oct 29, 2025 Q3 2025 |
510
shares
|
$38,999
0.01% of portfolio
|
Q3 2025
Reduced 49.5%
|
|
|
Bank Of Jackson Hole Trust
Jackson, WY |
Oct 31, 2025 Q3 2025 |
498
shares
|
$38,082
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Fairscale Capital, LLC
Nashua, NH |
Nov 05, 2025 Q3 2025 |
492
shares
|
$37,623
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Avion Wealth
The Woodlands, TX |
Oct 24, 2025 Q3 2025 |
486
shares
|
$37,164
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Carolina Wealth Advisors, LLC
|
Oct 07, 2025 Q3 2025 |
478
shares
|
$36,552
0.02% of portfolio
|
Q3 2020
New holding
|
|
|
Crewe Advisors LLC
|
Nov 13, 2025 Q3 2025 |
473
shares
|
$36,170
0.0% of portfolio
|
Q3 2025
Reduced 56.57%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Nov 03, 2025 Q3 2025 |
467
shares
|
$35,711
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Nov 04, 2025 Q3 2025 |
464
shares
|
$35,482
0.0% of portfolio
|
Q3 2025
Reduced 0.43%
|
|
|
Private Trust CO Na
|
Oct 15, 2025 Q3 2025 |
456
shares
|
$34,870
0.0% of portfolio
|
Q3 2025
Added 2.24%
|
|
|
Alpine Bank Wealth Management
Grand Junction, CO |
Oct 21, 2025 Q3 2025 |
429
shares
|
$32,805
0.0% of portfolio
|
Q3 2025
Reduced 8.14%
|
|
|
Painted Porch Advisors LLC
Santa Barbara, CA |
Dec 08, 2025 Q3 2025 |
425
shares
|
$32,499
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
411
shares
|
$31,429
0.0% of portfolio
|
Q4 2023
Added 25.69%
|
|
|
Accredited Wealth Management, LLC
Louisville, KY |
Nov 12, 2025 Q3 2025 |
409
shares
|
$31,276
0.0% of portfolio
|
Q3 2025
Added 1310.34%
|
|
|
Wpg Advisers, LLC
Baltimore, MD |
Oct 29, 2025 Q3 2025 |
405
shares
|
$30,970
0.02% of portfolio
|
Q3 2025
Added 2.79%
|
|