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 |
|---|---|---|---|---|---|
|
Clear Street Markets LLC
|
Nov 13, 2025 Q3 2025 |
396
shares
|
$30,282
0.01% of portfolio
|
Q3 2025
Added 157.14%
|
|
|
Roxbury Financial LLC
Mount Arlington, NJ |
Jan 05, 2026 Q4 2025 |
392
shares
|
$29,976
0.03% of portfolio
|
Q4 2025
Added 0.77%
|
|
|
Walleye Capital LLC
Plymouth, MN |
Nov 14, 2025 Q3 2025 |
391
shares
|
$29,899
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Clearstead Trust, LLC
Portland, ME |
Nov 10, 2025 Q3 2025 |
381
shares
|
$29,135
0.01% of portfolio
|
Q2 2025
Reduced 19.11%
|
|
|
Cambridge Trust CO
Boston, MA |
May 30, 2024 Q1 2024 |
375
shares
|
$28,676
0.0% of portfolio
|
Q4 2022
Reduced 2.09%
|
|
|
Covestor LTD
Boston, MA |
Oct 30, 2025 Q3 2025 |
369
shares
|
$28,217
0.02% of portfolio
|
Q3 2025
Reduced 7.52%
|
|
|
City Holding CO
|
Oct 22, 2025 Q3 2025 |
358
shares
|
$27,376
0.0% of portfolio
|
Q2 2025
Reduced 55.69%
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Oct 30, 2025 Q3 2025 |
352
shares
|
$26,917
0.02% of portfolio
|
Q2 2025
Reduced 1.68%
|
|
|
Compass Financial Services Inc
West Des Moines, IA |
Nov 04, 2025 Q3 2025 |
349
shares
|
$26,688
0.01% of portfolio
|
Q3 2025
Added 0.87%
|
|
|
Bogart Wealth, LLC
|
Oct 27, 2025 Q3 2025 |
336
shares
|
$25,693
0.0% of portfolio
|
Q3 2025
Added 2.44%
|
|
|
Pin Oak Investment Advisors Inc
Houston, TX |
Nov 17, 2025 Q3 2025 |
330
shares
|
$25,235
0.02% of portfolio
|
Q2 2025
Reduced 50.0%
|
|
|
Fsa Wealth Management LLC
Needham, MA |
Nov 17, 2025 Q3 2025 |
330
shares
|
$25,235
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
330
shares
|
$25,235
0.0% of portfolio
|
Q1 2024
Reduced 18.52%
|
|
|
Burleson & Company, LLC
|
Jan 30, 2023 Q4 2022 |
330
shares
|
$25,235
0.01% of portfolio
|
Q1 2021
New holding
|
|
|
Jnba Financial Advisors
|
Oct 28, 2025 Q3 2025 |
327
shares
|
$25,005
0.0% of portfolio
|
Q3 2025
Added 19.78%
|
|
|
Red Tortoise LLC
Atlanta, GA |
Oct 22, 2025 Q3 2025 |
312
shares
|
$23,858
0.01% of portfolio
|
Q2 2024
Reduced 14.52%
|
|
|
Zions Bancorporation, N.A.
|
Feb 11, 2025 Q4 2024 |
311
shares
|
$23,782
0.0% of portfolio
|
Q3 2024
Reduced 2.51%
|
|
|
Valley National Advisers Inc
|
Oct 17, 2025 Q3 2025 |
304
shares
|
$23,246
0.0% of portfolio
|
Q3 2025
Added 1.0%
|
|
|
Wealth Collab, LLC
Bellevue, WA |
Nov 13, 2025 Q3 2025 |
304
shares
|
$23,246
0.01% of portfolio
|
Q1 2025
Added 38.81%
|
|
|
Lavaca Capital LLC
Houston, TX |
Nov 13, 2025 Q3 2025 |
300
shares
|
$22,941
0.01% of portfolio
|
Q2 2025
Reduced 99.84%
|
|
|
Foster Dykema Cabot & CO Inc
|
Nov 14, 2023 Q3 2023 |
299
shares
|
$22,864
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
Nov 12, 2025 Q3 2025 |
299
shares
|
$22,864
0.0% of portfolio
|
Q1 2024
Reduced 2.61%
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Nov 14, 2025 Q3 2025 |
274
shares
|
$20,952
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Nu Wave Investment Management, LLC
|
Oct 21, 2022 Q3 2022 |
270
shares
|
$20,646
0.02% of portfolio
|
Q3 2022
New holding
|
|
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
Nov 13, 2025 Q3 2025 |
269
shares
|
$20,570
0.01% of portfolio
|
Q3 2022
Reduced 50.0%
|
|