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 |
|---|---|---|---|---|---|
|
Lowe Wealth Advisors, LLC
|
Jan 10, 2025 Q4 2024 |
55
shares
|
$3,529
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
Nov 13, 2024 Q3 2024 |
54
shares
|
$3,465
0.0% of portfolio
|
Q3 2024
Added 980.0%
|
|
|
Cbiz Investment Advisory Services, LLC
|
Nov 12, 2024 Q3 2024 |
52
shares
|
$3,336
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Ridgewood Investments LLC
|
Jan 10, 2025 Q4 2024 |
49
shares
|
$3,144
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Dunhill Financial, LLC
London, X0 |
Nov 15, 2024 Q3 2024 |
47
shares
|
$3,015
0.0% of portfolio
|
Q3 2024
Added 104.35%
|
|
|
Pom Investment Strategies, LLC
Raleigh, NC |
Jan 29, 2025 Q4 2024 |
47
shares
|
$3,015
0.0% of portfolio
|
Q3 2024
Added 2.17%
|
|
|
Eagle Bay Advisors LLC
New York, NY |
Jan 13, 2025 Q4 2024 |
40
shares
|
$2,566
0.0% of portfolio
|
Q4 2024
Reduced 45.95%
|
|
|
Tfc Financial Management
|
Jan 29, 2025 Q4 2024 |
32
shares
|
$2,053
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Rakuten Securities, Inc.
Tokyo, M0 |
Nov 05, 2024 Q3 2024 |
30
shares
|
$1,925
0.0% of portfolio
|
Q3 2024
Reduced 47.37%
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Jan 21, 2025 Q4 2024 |
21
shares
|
$1,347
0.0% of portfolio
|
Q4 2024
Added 10.53%
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Nov 14, 2024 Q3 2024 |
20
shares
|
$1,283
0.0% of portfolio
|
Q3 2024
Reduced 99.5%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
19
shares
|
$1,219
0.0% of portfolio
|
Q2 2023
Reduced 95.05%
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Jan 22, 2025 Q4 2024 |
18
shares
|
$1,155
0.0% of portfolio
|
Q4 2024
Added 5.88%
|
|
|
Mcf Advisors LLC
Covington, KY |
Jan 17, 2025 Q4 2024 |
15
shares
|
$962
0.0% of portfolio
|
Q4 2024
Reduced 34.78%
|
|
|
New Millennium Group LLC
Sandy, UT |
Jan 23, 2025 Q4 2024 |
14
shares
|
$898
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Caitlin John, LLC
Brighton, MI |
Jan 27, 2025 Q4 2024 |
14
shares
|
$898
0.0% of portfolio
|
Q1 2024
Reduced 7.14%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
13
shares
|
$834
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Clari Vest Asset Management LLC
San Diego, CA |
Nov 12, 2024 Q3 2024 |
12
shares
|
$770
0.0% of portfolio
|
Q2 2024
Added 20.0%
|
|
|
Sandy Spring Bank
|
Oct 25, 2024 Q3 2024 |
12
shares
|
$770
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Manchester Capital Management LLC
Manchester, VT |
Jan 30, 2025 Q4 2024 |
12
shares
|
$770
0.0% of portfolio
|
Q1 2024
Reduced 77.78%
|
|
|
Siena Capital LLC
Cincinnati, OH |
Nov 02, 2022 Q3 2022 |
8
shares
|
$513
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Clear Point Advisors Inc.
Melville, NY |
Nov 08, 2024 Q3 2024 |
8
shares
|
$513
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Jan 29, 2025 Q4 2024 |
7
shares
|
$449
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Resources Management Corp
West Hartford, CT |
Nov 15, 2024 Q3 2024 |
7
shares
|
$449
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Jan 13, 2025 Q4 2024 |
7
shares
|
$449
0.0% of portfolio
|
Q4 2024
New holding
|