Institutional Ownership Evergy, Inc. (EVRG)
This table provides information about the institutional ownership of Evergy, Inc. (EVRG). We have compiled data on the 953 institutions that hold shares in the stock, with a total of 208 Million shares, which have been reported (via 13F filing form) to have a value of $15.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sachetta, LLC
Lynnfield, MA |
Oct 24, 2025 Q3 2025 |
19
shares
|
$1,452
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
19
shares
|
$1,452
0.0% of portfolio
|
Q2 2023
Reduced 95.05%
|
|
|
First Horizon Corp
Memphis, TN |
Oct 24, 2025 Q3 2025 |
16
shares
|
$1,223
0.0% of portfolio
|
Q3 2025
Reduced 95.02%
|
|
|
Bay Harbor Wealth Management, LLC
|
Oct 09, 2025 Q3 2025 |
14
shares
|
$1,070
0.0% of portfolio
|
Q3 2025
Added 27.27%
|
|
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
Oct 06, 2025 Q3 2025 |
14
shares
|
$1,070
0.0% of portfolio
|
Q3 2025
Reduced 33.33%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
13
shares
|
$994
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Oct 14, 2025 Q3 2025 |
13
shares
|
$994
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Caitlin John, LLC
Brighton, MI |
Nov 12, 2025 Q3 2025 |
13
shares
|
$994
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Nov 07, 2025 Q3 2025 |
12
shares
|
$917
0.0% of portfolio
|
Q3 2025
Added 300.0%
|
|
|
Clari Vest Asset Management LLC
San Diego, CA |
Nov 12, 2024 Q3 2024 |
12
shares
|
$917
0.0% of portfolio
|
Q2 2024
Added 20.0%
|
|
|
S&T Bank
Indiana, PA |
Nov 14, 2025 Q3 2025 |
12
shares
|
$917
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Proffitt & Goodson Inc
|
Oct 21, 2025 Q3 2025 |
11
shares
|
$841
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Activest Wealth Management
|
Nov 03, 2025 Q3 2025 |
10
shares
|
$764
0.0% of portfolio
|
Q3 2025
Added 42.86%
|
|
|
Orion Capital Management LLC
|
Oct 30, 2025 Q3 2025 |
10
shares
|
$764
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
West End Advisors, LLC
|
Oct 22, 2025 Q3 2025 |
10
shares
|
$764
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Rise Advisors, LLC
|
Oct 08, 2025 Q3 2025 |
10
shares
|
$764
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
Nov 12, 2025 Q3 2025 |
9
shares
|
$688
0.0% of portfolio
|
Q2 2025
Added 200.0%
|
|
|
Siena Capital LLC
Cincinnati, OH |
Nov 02, 2022 Q3 2022 |
8
shares
|
$611
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Winnow Wealth LLC
Waco, TX |
Nov 03, 2025 Q3 2025 |
7
shares
|
$535
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Oct 07, 2025 Q3 2025 |
6
shares
|
$458
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
E Fund Management (Hong Kong) Co., Ltd.
|
Oct 23, 2025 Q3 2025 |
6
shares
|
$458
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Creative Financial Designs Inc
|
Nov 12, 2025 Q3 2025 |
5
shares
|
$382
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Strengthening Families & Communities, LLC
|
Nov 04, 2025 Q3 2025 |
5
shares
|
$382
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Oct 14, 2025 Q3 2025 |
5
shares
|
$382
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
5
shares
|
$382
0.0% of portfolio
|
Q4 2024
New holding
|
|