Institutional Ownership Evergy, Inc. (EVRG)
This table provides information about the institutional ownership of Evergy, Inc. (EVRG). We have compiled data on the 821 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 $13.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Nbc Securities, Inc.
Birmingham, AL |
Jan 22, 2025 Q4 2024 |
6
shares
|
$398
0.04% of portfolio
|
Q4 2024
Reduced 99.91%
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
5
shares
|
$332
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Old Second National Bank Of Aurora
|
Jan 23, 2025 Q4 2024 |
5
shares
|
$332
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
West Branch Capital LLC
|
Jan 17, 2025 Q4 2024 |
4
shares
|
$265
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
Nov 13, 2024 Q3 2024 |
1
shares
|
$66
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Sachetta, LLC
Lynnfield, MA |
Jan 21, 2025 Q4 2024 |
1
shares
|
$66
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Rakuten Securities, Inc.
Tokyo, M0 |
Feb 10, 2025 Q4 2024 |
1
shares
|
$66
0.0% of portfolio
|
Q4 2024
Reduced 96.67%
|
|
|
Retirement Wealth Solutions LLC
Marshfield, WI |
Jan 15, 2025 Q4 2024 |
1
shares
|
$66
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Activest Wealth Management
|
Jan 28, 2025 Q4 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
Nov 13, 2023 Q3 2023 |
0
shares
|
$0
100.0% of portfolio
|
Q3 2023
Closed
|