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 |
|---|---|---|---|---|---|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Oct 17, 2025 Q3 2025 |
260
shares
|
$19,882
0.01% of portfolio
|
Q2 2024
Added 118.49%
|
|
|
Acadian Asset Management LLC
Boston, MA |
Nov 13, 2025 Q3 2025 |
260
shares
|
$19,882
0.0% of portfolio
|
Q2 2024
Reduced 97.9%
|
|
|
Steigerwald, Gordon & Koch Inc.
|
Oct 23, 2025 Q3 2025 |
250
shares
|
$19,117
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
Oct 27, 2025 Q3 2025 |
250
shares
|
$19,117
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Consultiva Wealth Management, Corp.
San Juan, PR |
Nov 13, 2025 Q3 2025 |
250
shares
|
$19,117
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
South State Corp
|
Nov 05, 2025 Q3 2025 |
249
shares
|
$19,041
0.0% of portfolio
|
Q3 2025
Reduced 6.39%
|
|
|
Motco
|
Oct 22, 2025 Q3 2025 |
249
shares
|
$19,041
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Gw&K Investment Management, LLC
Boston, MA |
Nov 12, 2025 Q3 2025 |
245
shares
|
$18,735
0.0% of portfolio
|
Q2 2025
Added 29.63%
|
|
|
Harel Insurance Investments & Financial Services Ltd.
|
Oct 29, 2025 Q3 2025 |
240
shares
|
$18,352
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Newbridge Financial Services Group, Inc.
|
Nov 13, 2025 Q3 2025 |
239
shares
|
$18,276
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Missouri Trust & Investment CO
Springfield, MO |
Nov 06, 2025 Q3 2025 |
226
shares
|
$17,282
0.01% of portfolio
|
Q4 2021
New holding
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
Nov 04, 2025 Q3 2025 |
220
shares
|
$16,823
0.0% of portfolio
|
Q2 2023
Reduced 4.35%
|
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
Nov 25, 2025 Q3 2025 |
209
shares
|
$15,982
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
Nov 14, 2025 Q3 2025 |
201
shares
|
$15,370
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Nov 10, 2025 Q3 2025 |
200
shares
|
$15,294
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
Oct 30, 2025 Q3 2025 |
200
shares
|
$15,294
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
200
shares
|
$15,294
0.0% of portfolio
|
Q1 2022
Reduced 9.5%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Nov 21, 2025 Q3 2025 |
198
shares
|
$15,141
0.0% of portfolio
|
Q3 2025
Reduced 4.81%
|
|
|
Princeton Global Asset Management LLC
|
Oct 09, 2025 Q3 2025 |
195
shares
|
$14,911
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Tctc Holdings, LLC
Dallas, TX |
Nov 06, 2025 Q3 2025 |
184
shares
|
$14,070
0.0% of portfolio
|
Q1 2025
Added 100.0%
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
181
shares
|
$13,841
0.0% of portfolio
|
Q2 2024
Added 2.26%
|
|
|
Bank Of New Hampshire
|
Oct 02, 2025 Q3 2025 |
179
shares
|
$13,688
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Raleigh Capital Management Inc.
Cary, NC |
Nov 04, 2025 Q3 2025 |
178
shares
|
$13,611
0.01% of portfolio
|
Q3 2025
Added 1.14%
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
176
shares
|
$13,458
0.0% of portfolio
|
Q4 2019
New holding
|
|
|
Gf Fund Management Co. Ltd.
Guangzhou, F4 |
Nov 06, 2025 Q3 2025 |
171
shares
|
$13,076
0.0% of portfolio
|
Q2 2025
Reduced 97.76%
|
|