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Evergy (EVRG) Institutional Ownership

Evergy logo
$77.89 -0.84 (-1.07%)
Closing price 04:00 PM Eastern
Extended Trading
$77.50 -0.39 (-0.50%)
As of 04:51 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.
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Institutional Ownership Changes (13F Filings) for Evergy (NASDAQ:EVRG)

Current
Institutional Ownership
Percentage
87.24%
Number of
Institutional Buyers
(last 12 months)
542
Total
Institutional Inflows
(last 12 months)
$2.89B
Number of
Institutional Sellers
(last 12 months)
323
Total
Institutional Outflows
(last 12 months)
$3.38B
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EVRG Institutional Buying and Selling by Quarter

Evergy Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
10/23/2025CX Institutional2,520$192K0.0%+7.9%0.001%
10/23/2025Park Avenue Securities LLC22,235$1.69M0.0%+16.8%0.010%
10/23/2025Securian Asset Management Inc.11,023$838K0.0%-8.1%0.005%
10/22/2025Vaughan Nelson Investment Management L.P.700,184$53.23M0.5%+23.5%0.304%
10/22/2025OneAscent Financial Services LLC3,177$242K0.0%-12.0%0.001%
10/22/2025Greenleaf Trust3,867$294K0.0%+10.6%0.002%
10/22/2025Geneos Wealth Management Inc.2,560$195K0.0%-39.8%0.001%
10/22/2025Hennion & Walsh Asset Management Inc.24,112$1.83M0.1%+19.7%0.010%
10/22/2025Robeco Institutional Asset Management B.V.47,846$3.64M0.0%-3.3%0.021%
10/22/2025D.A. Davidson & CO.4,004$304K0.0%+7.2%0.002%
10/22/2025CWA Asset Management Group LLC35,015$2.66M0.1%+8.2%0.015%
10/22/2025Commonwealth Equity Services LLC80,034$6.08M0.0%-3.3%0.035%
10/22/2025Earned Wealth Advisors LLC2,792$212K0.0%N/A0.001%
10/22/2025Asset Management One Co. Ltd.120,935$9.19M0.0%-8.7%0.053%
10/21/2025 Gateway Investment Advisers LLC55,664$4.23M0.0%+0.8%0.024%
10/21/2025 First National Bank Sioux Falls2,691$205K0.1%N/A0.001%
10/21/2025 Davis Capital Management18,143$1.38M1.0%N/A0.008%
10/21/2025 Synergy Asset Management LLC148,940$11.32M0.4%+100.0%0.065%
10/21/2025 Signaturefd LLC6,966$530K0.0%+7.1%0.003%
10/21/2025 Mather Group LLC.4,246$323K0.0%-6.6%0.002%
10/20/2025 Mattern Wealth Management LLC7,151$544K0.1%-9.6%0.003%
10/20/2025 Miracle Mile Advisors LLC3,772$287K0.0%N/A0.002%
10/20/2025 Advocate Group LLC146,488$11.14M1.8%+0.4%0.064%
10/20/2025 Allspring Global Investments Holdings LLC24,841$1.89M0.0%-2.9%0.011%
10/20/2025 Merit Financial Group LLC5,791$440K0.0%+13.3%0.003%
10/20/2025 VIRGINIA RETIREMENT SYSTEMS ET Al77,500$5.89M0.0%-31.2%0.034%
10/17/2025 Ethic Inc.17,662$1.34M0.0%+1.4%0.008%
10/17/2025 Apollon Wealth Management LLC3,777$287K0.0%-37.2%0.002%
10/16/2025 Foresight Capital Management Advisors Inc.46,186$3.51M2.0%+2.3%0.020%
10/15/2025 CWM LLC293,896$22.34M0.1%+0.2%0.128%
10/15/2025 Pacer Advisors Inc.19,396$1.47M0.0%-58.0%0.008%
10/15/2025 Spirit of America Management Corp NY13,800$1.05M0.2%+29.6%0.006%
10/15/2025 Inspire Investing LLC31,274$2.38M0.2%+22.6%0.014%
10/15/2025 Iams Wealth Management LLC11,998$912K0.4%+33.6%0.005%
10/15/2025 Cornercap Investment Counsel Inc.10,887$828K0.4%-1.6%0.005%
10/15/2025 First PREMIER Bank35,430$2.69M0.6%-1.0%0.015%
10/15/2025 Alpine Woods Capital Investors LLC57,561$4.38M1.0%+15.3%0.025%
10/15/2025 World Investment Advisors5,282$402K0.0%-14.4%0.002%
10/15/2025 Atwood & Palmer Inc.1,268$96K0.0%-15.9%0.001%
10/15/2025 Brookstone Capital Management25,927$1.97M0.0%-3.5%0.011%
10/14/2025 Yousif Capital Management LLC43,675$3.32M0.0%-7.1%0.019%
10/14/2025 Farther Finance Advisors LLC10,529$800K0.0%+66.5%0.005%
10/14/2025 Patton Fund Management Inc.47,238$3.59M0.6%-2.7%0.021%
10/14/2025 Exchange Traded Concepts LLC12,611$959K0.0%-7.4%0.005%
10/14/2025 Brighton Jones LLC5,239$398K0.0%+14.8%0.002%
10/10/2025 CHICAGO TRUST Co NA2,836$216K0.0%N/A0.001%
10/10/2025 USA Financial Formulas11,139$847K0.1%+6.1%0.005%
10/10/2025 Sound Income Strategies LLC220,263$16.89M0.9%-3.4%0.096%
10/10/2025 Stolper Co35,185$2.68M0.8%+1.8%0.015%
10/10/2025 Wedge Capital Management L L P NC229,970$17.48M0.3%-0.9%0.100%
10/9/2025 CGN Advisors LLC4,830$367K0.0%-5.8%0.002%
10/9/2025 Toth Financial Advisory Corp800$61K0.0%-20.0%0.000%
10/9/2025 Franklin Street Advisors Inc. NC90,540$6.88M0.4%+3.3%0.039%
10/9/2025 Voya Investment Management LLC116,751$8.88M0.0%-20.5%0.051%
10/9/2025 Contravisory Investment Management Inc.12,202$928K0.2%-2.8%0.005%
10/8/2025 Wedmont Private Capital4,444$345K0.0%+15.6%0.002%
10/8/2025 Czech National Bank58,455$4.44M0.0%+3.9%0.025%
10/8/2025 Country Club Bank2,744$206K0.0%N/A0.001%
10/7/2025 Assenagon Asset Management S.A.1,329,424$101.06M0.1%+969.3%0.578%
10/7/2025 Sonora Investment Management Group LLC223,924$17.02M1.2%-0.9%0.097%
10/7/2025 Oak Thistle LLC8,897$676K0.1%N/A0.004%
10/6/2025 Moody National Bank Trust Division11,123$846K0.1%-1.7%0.005%
10/6/2025 Steph & Co.7,260$552K0.2%-15.9%0.003%
10/6/2025 Gradient Investments LLC3,683$280K0.0%-24.8%0.002%
10/6/2025 Bank & Trust Co3,809$290K0.2%-4.2%0.002%
10/3/2025 Aaron Wealth Advisors LLC6,200$471K0.0%N/A0.003%
10/2/2025 GAMMA Investing LLC16,357$1.24M0.1%+10.4%0.007%
9/24/2025Texas Permanent School Fund Corp15,656$1.08M0.0%-36.6%0.007%
9/15/2025Migdal Insurance & Financial Holdings Ltd.690$48K0.0%N/A0.000%
9/12/2025Valeo Financial Advisors LLC5,007$345K0.0%+13.4%0.002%
9/4/2025Osaic Holdings Inc.43,143$2.98M0.0%+17.6%0.019%
8/27/2025Orion Porfolio Solutions LLC62,838$4.33M0.0%+24.7%0.027%
8/25/2025Neuberger Berman Group LLC123,335$8.50M0.0%+9.5%0.054%
8/20/2025Kentucky Retirement Systems14,267$983K0.0%-6.1%0.006%
8/20/2025Kentucky Retirement Systems Insurance Trust Fund6,055$417K0.0%-6.5%0.003%
8/20/2025Coppell Advisory Solutions LLC7,399$505K0.1%-11.5%0.003%
8/19/2025B. Riley Wealth Advisors Inc.8,478$584K0.0%N/A0.004%
8/19/2025Advisory Services Network LLC18,821$1.33M0.0%+85.6%0.008%
8/19/2025State of Wyoming2,832$195K0.0%-49.3%0.001%
8/18/2025Hudson Bay Capital Management LP334,248$23.04M0.1%-9.9%0.145%
8/18/2025Geneos Wealth Management Inc.4,250$293K0.0%+8.3%0.002%
8/18/2025CYBER HORNET ETFs LLC607$42K0.0%N/A0.000%
8/16/2025Public Sector Pension Investment Board47,314$3.26M0.0%-23.1%0.021%
8/16/2025Evergreen Capital Management LLC9,070$625K0.0%+5.3%0.004%
8/15/2025CANADA LIFE ASSURANCE Co112,579$7.77M0.0%+1.2%0.049%
8/15/2025Tower Research Capital LLC TRC 2,558$176K0.0%-87.5%0.001%
8/15/2025MUFG Securities EMEA plc678$47K0.0%N/A0.000%
8/15/2025Corient Private Wealth LLC49,453$3.41M0.0%+0.9%0.021%
8/15/2025Captrust Financial Advisors575,954$39.70M0.1%-49.5%0.250%
8/15/2025Prevail Innovative Wealth Advisors LLC10,746$741K0.2%N/A0.005%
8/15/2025BROOKFIELD Corp ON 430,057$29.64M0.0%N/A0.187%
8/15/2025Vident Advisory LLC8,107$559K0.0%-50.5%0.004%
8/15/2025Wasatch Advisors LP67,280$4.64M0.0%+6.4%0.029%
8/15/2025Two Sigma Securities LLC10,333$712K0.1%+186.2%0.004%
8/15/2025Tidal Investments LLC15,792$1.09M0.0%+4.8%0.007%
8/15/2025Smartleaf Asset Management LLC1,532$105K0.0%-39.8%0.001%
8/15/2025Rafferty Asset Management LLC24,728$1.71M0.0%+19.5%0.011%
8/15/2025Orion Porfolio Solutions LLC2,259$156K0.0%-95.5%0.001%
8/15/2025MML Investors Services LLC30,767$2.12M0.0%+349.9%0.013%
8/15/2025Meiji Yasuda Asset Management Co Ltd.4,946$341K0.0%-35.6%0.002%
(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, 786 institutional investors and hedge funds held shares of Evergy. The most heavily invested institutionals were Vanguard Group Inc. ($2.13B), State Street Corp ($1.02B), Geode Capital Management LLC ($429.68M), Franklin Resources Inc. ($400.28M), Invesco Ltd. ($272.72M), Federated Hermes Inc. ($254.02M), and Zimmer Partners LP ($228.31M).Learn more on Evergy's institutional investors.

What percentage of Evergy's stock is owned by institutional investors?

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

Which institutional investors have been buying Evergy's stock?

Of the 708 institutional investors that purchased Evergy's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Pathway Financial Advisers LLC ($5.04M), Point72 Asset Management L.P. ($3.88M), Assenagon Asset Management S.A. ($3.42M), Nuveen LLC ($3.08M), Vanguard Group Inc. ($2.62M), Magellan Asset Management Ltd ($2.21M), and Manning & Napier Advisors LLC ($2.12M).

How much institutional buying is happening at Evergy?

Institutional investors have bought a total of 44,141,623 shares in the last 24 months. This purchase volume represents approximately $2.89B in transactions.

Which of Evergy's major shareholders have been selling company stock?

Of the 320 institutional investors that sold Evergy's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: LMR Partners LLP ($20.00M), UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC ($3.19M), Pathway Financial Advisers LLC ($2.50M), Zimmer Partners LP ($2.14M), Manning & Napier Advisors LLC ($2.03M), Deutsche Bank AG ($1.76M), and Cohen & Steers Inc. ($1.10M).

How much institutional selling is happening at Evergy?

Institutional investors have sold a total of 50,587,558 shares in the last 24 months. This volume of shares sold represents approximately $3.38B in transactions.


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This page (NASDAQ:EVRG) was last updated on 10/23/2025 by MarketBeat.com Staff
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