Evergy (EVRG) Institutional Ownership

$55.72
+1.15 (+2.11%)
(As of 05/9/2024 ET)

Institutional Ownership Changes (13F Filings) for Evergy (NYSE:EVRG)

Current
Institutional Ownership
Percentage
87.24%
Number of
Institutional Buyers
(last 12 months)
366
Total
Institutional Inflows
(last 12 months)
$1.52B
Number of
Institutional Sellers
(last 12 months)
260
Total
Institutional Outflows
(last 12 months)
$1.21B
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EVRG Institutional Buying and Selling by Quarter

Evergy Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/9/2024Blair William & Co. IL10,571$564K0.0%+4.4%0.005%
5/9/2024Orion Portfolio Solutions LLC46,670$2.49M0.0%-0.8%0.020%
5/9/2024Scout Investments Inc.252,921$13.34M0.3%-41.7%0.110%
5/9/2024Alpha Family Trust3,970$212K0.1%N/A0.002%
5/9/2024Ledyard National Bank74,852$4.00M0.4%-8.7%0.033%
5/9/2024Mitsubishi UFJ Asset Management Co. Ltd.263,709$14.08M0.0%+20.9%0.115%
5/9/2024State Board of Administration of Florida Retirement System316,455$16.89M0.0%+11.2%0.138%
5/9/2024Rogco LP983$52K0.0%-49.9%0.000%
5/8/2024BNP PARIBAS ASSET MANAGEMENT Holding S.A.4,675$250K0.0%-26.3%0.002%
5/8/2024Entropy Technologies LP36,838$1.97M0.2%+129.2%0.016%
5/8/2024Heritage Wealth Advisors658$35K0.0%-23.4%0.000%
5/8/2024ProShare Advisors LLC30,348$1.62M0.0%-16.6%0.013%
5/8/2024Commonwealth of Pennsylvania Public School Empls Retrmt SYS447,928$23.91M0.2%+6.6%0.195%
5/8/2024US Bancorp DE36,878$1.97M0.0%-6.0%0.016%
5/8/2024Russell Investments Group Ltd.428,264$22.86M0.0%+107.7%0.186%
5/8/2024 Qsemble Capital Management LP33,240$1.77M0.4%-4.9%0.014%
5/8/2024 QRG Capital Management Inc.45,265$2.42M0.0%+2.0%0.020%
5/8/2024 Headlands Technologies LLC41,119$2.20M0.5%+2.8%0.018%
5/8/2024 Inspire Investing LLC32,287$1.72M0.2%+6.4%0.014%
5/7/2024 Meeder Advisory Services Inc.4,945$264K0.0%N/A0.002%
5/7/2024 Sei Investments Co.334,224$17.84M0.0%+18.5%0.145%
5/7/2024 GW Henssler & Associates Ltd.348,278$18.59M1.1%+43.9%0.152%
5/7/2024 Atomi Financial Group Inc.5,354$286K0.0%N/A0.002%
5/7/2024Susquehanna Fundamental Investments LLC217,362$11.60M0.5%N/A0.095%
5/7/2024 KCM Investment Advisors LLC6,452$344K0.0%-6.0%0.003%
5/7/2024 Swiss National Bank687,926$36.72M0.0%-4.2%0.299%
5/7/2024 Illinois Municipal Retirement Fund210,745$11.25M0.2%-1.7%0.092%
5/7/2024 Oppenheimer Asset Management Inc.158,256$8.45M0.1%-4.1%0.069%
5/7/2024 Oppenheimer & Co. Inc.93,973$5.02M0.1%-3.6%0.041%
5/7/2024 Wealthspire Advisors LLC19,009$1.02M0.0%+1.0%0.008%
5/7/2024 SG Americas Securities LLC35,108$1.87M0.0%+82.3%0.015%
5/6/2024 Quantbot Technologies LP89,779$4.79M0.3%N/A0.039%
5/6/2024 LSV Asset Management313,600$16.74M0.0%-19.0%0.136%
5/6/2024 Envestnet Portfolio Solutions Inc.14,237$760K0.0%-30.5%0.006%
5/6/2024 Empirical Finance LLC7,763$414K0.0%+3.8%0.003%
5/6/2024 Texas Permanent School Fund Corp47,485$2.54M0.0%+2.5%0.021%
5/3/2024 Larson Financial Group LLC4,517$241K0.0%+81.1%0.002%
5/3/2024 Chevy Chase Trust Holdings LLC127,439$6.80M0.0%-0.9%0.055%
5/3/2024 BI Asset Management Fondsmaeglerselskab A S1,612$86K0.0%-14.5%0.001%
5/2/2024 Financial Counselors Inc.70,237$3.75M0.1%-3.7%0.031%
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5/2/2024 Jennison Associates LLC702,998$37.53M0.0%N/A0.306%
5/2/2024 Mutual of America Capital Management LLC118,079$6.30M0.1%+8.7%0.051%
5/2/2024 FORA Capital LLC10,830$578K0.0%-80.1%0.005%
5/2/2024 Daiwa Securities Group Inc.22,934$1.22M0.0%+10.6%0.010%
5/2/2024 Bryn Mawr Capital Management LLC125,081$6.61M0.4%+8.5%0.054%
5/2/2024 Fidelis Capital Partners LLC597$32K0.0%N/A0.000%
5/2/2024 Tokio Marine Asset Management Co. Ltd.5,917$316K0.0%+7.5%0.003%
5/2/2024 Trust Co of Kansas9,857$526K0.3%+12.5%0.004%
5/1/2024 Janney Montgomery Scott LLC13,464$719K0.0%+10.0%0.006%
5/1/2024 BNP Paribas Financial Markets712,536$38.04M0.0%-10.1%0.310%
5/1/2024 Mirae Asset Global Investments Co. Ltd.52,940$2.96M0.0%+13.1%0.023%
5/1/2024 Retirement Group LLC1,074$57K0.0%+30.3%0.000%
4/30/2024 J.W. Cole Advisors Inc.15,423$822K0.0%-4.9%0.007%
4/30/2024 Van ECK Associates Corp90,415$4.83M0.0%+14.2%0.039%
4/30/2024 HB Wealth Management LLC5,725$306K0.0%+22.7%0.002%
4/30/2024 Caprock Group LLC9,542$509K0.0%+65.3%0.004%
4/30/2024 Naples Global Advisors LLC7,238$386K0.0%-6.9%0.003%
4/29/2024Commonwealth Equity Services LLC61,434$3.28M0.0%-0.3%0.027%
4/29/2024 Principal Financial Group Inc.286,497$15.29M0.0%+2.5%0.125%
4/29/2024 Benjamin Edwards Inc.579$31K0.0%-82.4%0.000%
4/29/2024 Benjamin F. Edwards & Company Inc.48,086$2.57M0.0%+53.7%0.021%
4/29/2024 Meritage Portfolio Management85,794$4.58M0.3%-5.6%0.037%
4/29/2024 Schaper Benz & Wise Investment Counsel Inc. WI141,150$7.54M0.6%+8.8%0.061%
4/29/2024 Summit Global Investments115,029$6.14M0.5%-21.9%0.050%
4/26/2024 Securian Asset Management Inc.13,495$720K0.0%-7.0%0.006%
4/26/2024 UMB Bank n.a.29,682$1.58M0.0%-4.7%0.013%
4/26/2024 Yousif Capital Management LLC33,476$1.79M0.0%-2.4%0.015%
4/26/2024 TI Trust Inc.7,047$376K0.3%N/A0.003%
4/25/2024 Lindbrook Capital LLC824$44K0.0%+93.9%0.000%
4/25/2024 New York State Teachers Retirement System275,216$14.69M0.0%-9.4%0.120%
4/25/2024 Bank of New York Mellon Corp2,799,616$149.44M0.0%-0.6%1.219%
4/25/2024 Schnieders Capital Management LLC16,448$878K0.2%-1.6%0.007%
4/25/2024 Advocate Group LLC112,247$5.99M1.2%+15.2%0.049%
4/25/2024 Valeo Financial Advisors LLC4,198$220K0.0%N/A0.002%
4/25/2024 Cambridge Investment Research Advisors Inc.52,602$2.81M0.0%+11.9%0.023%
4/24/2024 PSI Advisors LLC500$27K0.0%-49.9%0.000%
4/24/2024 Keene & Associates Inc.64,935$3.47M2.6%N/A0.028%
4/24/2024 Spire Wealth Management827$44K0.0%-23.5%0.000%
4/24/2024 Assenagon Asset Management S.A.771,022$41.16M0.1%-49.2%0.336%
4/23/2024 LaFleur & Godfrey LLC12,585$672K0.1%+12.5%0.005%
4/23/2024 Louisiana State Employees Retirement System13,400$715K0.0%-3.6%0.006%
4/23/2024 Amalgamated Bank58,665$3.13M0.0%+7.4%0.026%
4/23/2024 New Mexico Educational Retirement Board11,550$617K0.0%-3.3%0.005%
4/23/2024 Fifth Third Bancorp19,929$1.06M0.0%+2.8%0.009%
4/23/2024 Raymond James Financial Services Advisors Inc.83,471$4.46M0.0%+5.9%0.036%
4/22/2024 PFG Investments LLC3,788$202K0.0%N/A0.002%
4/22/2024 IFM Investors Pty Ltd74,095$3.96M0.0%+1.3%0.032%
4/19/2024 Leeward Investments LLC MA171,388$9.15M0.4%+4.0%0.075%
4/19/2024 New Century Financial Group LLC4,395$235K0.2%-13.9%0.002%
4/19/2024 Uncommon Cents Investing LLC4,080$218K0.1%N/A0.002%
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4/19/2024 First Trust Direct Indexing L.P.7,433$397K0.0%+71.2%0.003%
4/19/2024 State of Alaska Department of Revenue75,897$4.05M0.0%-10.5%0.033%
4/19/2024 Tradewinds Capital Management LLC1,800$96K0.0%N/A0.001%
4/19/2024 Sumitomo Mitsui Trust Holdings Inc.547,982$29.25M0.0%-3.5%0.239%
4/18/2024 SeaCrest Wealth Management LLC16,943$904K0.1%+6.7%0.007%
4/18/2024 Wasatch Advisors LP63,560$3.39M0.0%N/A0.028%
4/18/2024 Cullinan Associates Inc.26,403$1.41M0.1%N/A0.011%
4/18/2024 Iams Wealth Management LLC10,104$503K0.3%+15.1%0.004%
4/18/2024 Allspring Global Investments Holdings LLC32,675$1.74M0.0%-65.3%0.014%
4/17/2024 Trilogy Capital Inc.52,238$2.79M0.2%+0.7%0.023%
(Data available from 1/1/2016 forward)

EVRG Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of EVRG shares?

During the previous two years, 655 institutional investors and hedge funds held shares of Evergy. The most heavily invested institutionals were Vanguard Group Inc. ($1.61B), Scissortail Wealth Management LLC ($1.04B), BlackRock Inc. ($1.03B), State Street Corp ($813.09M), Geode Capital Management LLC ($305.16M), Invesco Ltd. ($272.72M), and Franklin Resources Inc. ($264.10M).Learn more on EVRG's institutional investors.

What percentage of Evergy stock is owned by institutional investors?

87.24% of Evergy stock is owned by institutional investors. Learn more on EVRG's institutional investor holdings.

Which institutional investors have been buying Evergy stock?

Of the 570 institutional investors that purchased Evergy stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Capital International Investors ($3.78M), Point72 Asset Management L.P. ($3.61M), Federated Hermes Inc. ($2.93M), Manning & Napier Group LLC ($2.19M), Balyasny Asset Management L.P. ($1.72M), Vanguard Group Inc. ($1.59M), and Deutsche Bank AG ($1.55M).

How much institutional buying is happening at Evergy?

Institutional investors have bought a total of 56,103,221 shares in the last 24 months. This purchase volume represents approximately $3.29B in transactions.

Which Evergy major shareholders have been selling company stock?

Of the 375 institutional investors that sold Evergy stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Elliott Investment Management L.P. ($7.17M), FMR LLC ($3.48M), Capital International Investors ($2.55M), Magellan Asset Management Ltd ($1.97M), JPMorgan Chase & Co. ($1.77M), Cohen & Steers Inc. ($1.43M), and Duff & Phelps Investment Management Co. ($1.40M).

How much institutional selling is happening at Evergy?

Institutional investors have sold a total of 46,756,660 shares in the last 24 months. This volume of shares sold represents approximately $2.81B in transactions.


This page (NYSE:EVRG) was last updated on 5/10/2024 by MarketBeat.com Staff

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