Institutional Ownership Evergy, Inc. (EVRG)
This table provides information about the institutional ownership of Evergy, Inc. (EVRG). We have compiled data on the 844 institutions that hold shares in the stock, with a total of 203 Million shares, which have been reported (via 13F filing form) to have a value of $13.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
Feb 21, 2025 Q4 2024 |
102
shares
|
$6,690
0.0% of portfolio
|
Q4 2024
Added 88.89%
|
|
|
New England Capital Financial Advisors LLC
Meriden, CT |
Feb 03, 2025 Q4 2024 |
100
shares
|
$6,559
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Feb 07, 2025 Q4 2024 |
99
shares
|
$6,493
0.0% of portfolio
|
Q4 2024
Added 13.79%
|
|
|
Tctc Holdings, LLC
Dallas, TX |
Feb 10, 2025 Q4 2024 |
92
shares
|
$6,034
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
Feb 12, 2025 Q4 2024 |
92
shares
|
$6,034
0.0% of portfolio
|
Q4 2024
Reduced 1.08%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
89
shares
|
$5,837
0.0% of portfolio
|
Q4 2022
Reduced 52.91%
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
88
shares
|
$5,771
0.0% of portfolio
|
Q3 2023
Added 3.53%
|
|
|
Prestige Wealth Management Group LLC
|
Feb 11, 2025 Q4 2024 |
85
shares
|
$5,575
0.0% of portfolio
|
Q2 2024
Added 19.72%
|
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Feb 06, 2025 Q4 2024 |
82
shares
|
$5,378
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
71
shares
|
$4,656
0.0% of portfolio
|
Q2 2022
Added 545.45%
|
|
|
Urban Wealth Management, LLC
|
Jul 22, 2022 Q2 2022 |
69
shares
|
$4,525
0.02% of portfolio
|
Q2 2022
New holding
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Jan 14, 2025 Q4 2024 |
67
shares
|
$4,394
0.0% of portfolio
|
Q2 2024
Reduced 31.63%
|
|
|
Hollencrest Capital Management
|
Feb 07, 2025 Q4 2024 |
65
shares
|
$4,263
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Financial Management Professionals, Inc.
|
Jan 15, 2025 Q4 2024 |
61
shares
|
$4,000
0.0% of portfolio
|
Q4 2024
Reduced 21.79%
|
|
|
Corsicana & Co.
|
Oct 14, 2022 Q3 2022 |
59
shares
|
$3,869
0.0% of portfolio
|
Q2 2021
New holding
|
|
|
Dunhill Financial, LLC
London, X0 |
Feb 14, 2025 Q4 2024 |
59
shares
|
$3,869
0.0% of portfolio
|
Q4 2024
Added 25.53%
|
|
|
Sierra Ocean, LLC
Ripon, CA |
Jan 30, 2025 Q4 2024 |
58
shares
|
$3,804
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Lowe Wealth Advisors, LLC
|
Jan 10, 2025 Q4 2024 |
55
shares
|
$3,607
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Cbiz Investment Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
52
shares
|
$3,410
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Ridgewood Investments LLC
|
Jan 10, 2025 Q4 2024 |
49
shares
|
$3,213
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Pom Investment Strategies, LLC
Raleigh, NC |
Jan 29, 2025 Q4 2024 |
47
shares
|
$3,082
0.0% of portfolio
|
Q3 2024
Added 2.17%
|
|
|
Eagle Bay Advisors LLC
New York, NY |
Jan 13, 2025 Q4 2024 |
40
shares
|
$2,623
0.0% of portfolio
|
Q4 2024
Reduced 45.95%
|
|
|
10 Elms LLP
Tulsa, OK |
Feb 14, 2025 Q4 2024 |
36
shares
|
$2,361
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
Feb 06, 2025 Q4 2024 |
36
shares
|
$2,361
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
New Square Capital LLC
|
Feb 06, 2025 Q4 2024 |
32
shares
|
$2,098
0.0% of portfolio
|
Q4 2024
New holding
|