Purchases and Sales Made in Q4 2025 in Evergy, Inc. (EVRG)
This table provides information about the institutional ownership of Evergy, Inc. (EVRG) during Q4 2025. The information is specifically focused on institutions that hold shares of Evergy, Inc..
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 15, 2026
Q4 2025
|
Vaughan Nelson Investment Management, L.P.
|
BUY
|
- |
67.9K+ 9.69% |
$5.13M - $5.34M
|
768K
$58.7M
|
|
|
Jan 14, 2026
Q4 2025
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
14.8KNew |
$1.12M - $1.17M
|
14.8K
$1.13M
|
|
|
Jan 09, 2026
Q4 2025
|
Sg Americas Securities, LLC
|
BUY
|
- |
9.09K+ 10.25% |
$686K - $715K
|
97.7K
$7.47M
|
|
|
Jan 15, 2026
Q4 2025
|
Trust CO
|
BUY
|
- |
4.1K+ 57.97% |
$310K - $323K
|
11.2K
$855K
|
|
|
Jan 15, 2026
Q4 2025
|
Spirit Of America Management Corp
|
BUY
|
- |
2.95K+ 21.38% |
$223K - $232K
|
16.8K
$1.28M
|
|
|
Jan 15, 2026
Q4 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
2.61K+ 59.72% |
$197K - $205K
|
6.98K
$534K
|
|
|
Jan 12, 2026
Q4 2025
|
Czech National Bank
Prague, 2N |
BUY
|
- |
2.25K+ 3.85% |
$170K - $177K
|
60.7K
$4.64M
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.64K+ 4.02% |
$124K - $129K
|
42.5K
$3.25M
|
|
|
Jan 12, 2026
Q4 2025
|
Avanza Fonder Ab
Stockholm, V7 |
BUY
|
- |
1.5KNew |
$113K - $118K
|
1.5K
$114K
|
|
|
Jan 12, 2026
Q4 2025
|
Schaper Benz & Wise Investment Counsel Inc
|
BUY
|
- |
1.33K+ 0.97% |
$101K - $105K
|
138K
$10.6M
|
|
|
Jan 05, 2026
Q4 2025
|
Goal Vest Advisory LLC
|
BUY
|
- |
1.01K+ 19.11% |
$75.9K - $79.1K
|
6.26K
$479K
|
|
|
Jan 05, 2026
Q4 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
661+ 2.97% |
$49.9K - $52K
|
22.9K
$1.75M
|
|
|
Jan 12, 2026
Q4 2025
|
Stolper CO
|
BUY
|
- |
635+ 1.8% |
$48K - $50K
|
35.8K
$2.74M
|
|
|
Jan 02, 2026
Q4 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
405+ 2.48% |
$30.6K - $31.9K
|
16.8K
$1.28M
|
|
|
Jan 08, 2026
Q4 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
340+ 14.75% |
$25.7K - $26.8K
|
2.65K
$202K
|
|
|
Jan 13, 2026
Q4 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
231+ 60.47% |
$17.5K - $18.2K
|
613
$46.9K
|
|
|
Jan 14, 2026
Q4 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
225+ 2.02% |
$17K - $17.7K
|
11.4K
$868K
|
|
|
Jan 16, 2026
Q4 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
162+ 12.9% |
$12.2K - $12.8K
|
1.42K
$108K
|
|
|
Jan 15, 2026
Q4 2025
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
140+ 0.56% |
$10.6K - $11K
|
25K
$1.91M
|
|
|
Jan 09, 2026
Q4 2025
|
Ifs Advisors, LLC
|
BUY
|
- |
57New |
$4.31K - $4.49K
|
57
$4.36K
|
|
|
Jan 13, 2026
Q4 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
43+ 38.74% |
$3.25K - $3.39K
|
154
$11.8K
|
|
|
Jan 07, 2026
Q4 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
43+ 1.38% |
$3.25K - $3.39K
|
3.15K
$241K
|
|
|
Jan 12, 2026
Q4 2025
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
41New |
$3.1K - $3.23K
|
41
$3.14K
|
|
|
Jan 08, 2026
Q4 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
37+ 740.0% |
$2.8K - $2.91K
|
42
$3.21K
|
|
|
Jan 16, 2026
Q4 2025
|
Walker Asset Management, LLC
|
BUY
|
- |
34+ 0.76% |
$2.57K - $2.68K
|
4.53K
$347K
|
|
|
Jan 13, 2026
Q4 2025
|
Global X Japan Co., Ltd.
Chiyoda Ku, Tokyo, M0 |
BUY
|
- |
30+ 28.3% |
$2.27K - $2.36K
|
136
$10.4K
|
|
|
Jan 14, 2026
Q4 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
22+ 37.93% |
$1.66K - $1.73K
|
80
$6.12K
|
|
|
Jan 16, 2026
Q4 2025
|
Capital Performance Advisors LLP
|
BUY
|
- |
17+ 0.61% |
$1.28K - $1.34K
|
2.81K
$215K
|
|
|
Jan 14, 2026
Q4 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
13+ 0.12% |
$982 - $1.02K
|
11.1K
$846K
|
|
|
Jan 13, 2026
Q4 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
13New |
$982 - $1.02K
|
13
$994
|
|
|
Jan 09, 2026
Q4 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
4+ 33.33% |
$302 - $315
|
16
$1.22K
|
|
|
Jan 05, 2026
Q4 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
3+ 0.77% |
$227 - $236
|
392
$30K
|
|
|
Jan 15, 2026
Q4 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
2+ 2.15% |
$151 - $157
|
95
$7.26K
|
|
|
Jan 16, 2026
Q4 2025
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
1+ 0.02% |
$75.6 - $78.7
|
5.37K
$410K
|
|
|
Jan 12, 2026
Q4 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 08, 2026
Q4 2025
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-2- 0.36% |
$151 - $157
|
546
$41.8K
|
|
|
Jan 14, 2026
Q4 2025
|
Spire Wealth Management
|
SELL
|
- |
-6- 0.48% |
$453 - $472
|
1.24K
$94.8K
|
|
|
Jan 16, 2026
Q4 2025
|
Tema Etfs LLC
New York, NY |
SELL
|
- |
-8- 0.23% |
$604 - $630
|
3.49K
$267K
|
|
|
Jan 09, 2026
Q4 2025
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-10- 13.51% |
$756 - $787
|
64
$4.89K
|
|
|
Jan 08, 2026
Q4 2025
|
Gradient Investments LLC
|
SELL
|
- |
-30- 0.81% |
$2.27K - $2.36K
|
3.65K
$279K
|
|
|
Jan 15, 2026
Q4 2025
|
Uncommon Cents Investing LLC
|
SELL
|
- |
-30- 0.51% |
$2.27K - $2.36K
|
5.81K
$444K
|
|
|
Jan 07, 2026
Q4 2025
|
Retirement Wealth Solutions LLC
Marshfield, WI |
SELL
|
- |
-40- 54.79% |
$3.02K - $3.15K
|
33
$2.52K
|
|
|
Jan 12, 2026
Q4 2025
|
Cva Family Office, LLC
|
SELL
|
- |
-50- 5.71% |
$3.78K - $3.94K
|
825
$63.1K
|
|
|
Jan 05, 2026
Q4 2025
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-54- 1.12% |
$4.08K - $4.25K
|
4.78K
$365K
|
|
|
Jan 15, 2026
Q4 2025
|
Brookstone Capital Management
|
SELL
|
- |
-94- 0.36% |
$7.1K - $7.4K
|
25.8K
$1.98M
|
|
|
Jan 08, 2026
Q4 2025
|
Wedmont Private Capital
|
SELL
|
- |
-112- 2.52% |
$8.46K - $8.82K
|
4.33K
$331K
|
|
|
Jan 15, 2026
Q4 2025
|
Retirement Systems Of Alabama
|
SELL
|
- |
-121- 0.25% |
$9.14K - $9.53K
|
49K
$3.75M
|
|
|
Jan 07, 2026
Q4 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-142- 3.69% |
$10.7K - $11.2K
|
3.7K
$283K
|
|
|
Jan 16, 2026
Q4 2025
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-300- 2.48% |
$22.7K - $23.6K
|
11.8K
$902K
|
|
|
Jan 14, 2026
Q4 2025
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-323- 2.56% |
$24.4K - $25.4K
|
12.3K
$940K
|
|