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Evergy (EVRG) Institutional Ownership

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$76.23 +0.21 (+0.28%)
Closing price 10/1/2025 04:00 PM Eastern
Extended Trading
$76.24 +0.00 (+0.01%)
As of 10/1/2025 07:35 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.

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

Current
Institutional Ownership
Percentage
87.24%
Number of
Institutional Buyers
(last 12 months)
540
Total
Institutional Inflows
(last 12 months)
$2.84B
Number of
Institutional Sellers
(last 12 months)
315
Total
Institutional Outflows
(last 12 months)
$3.38B
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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
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%
8/15/2025Modern Wealth Management LLC7,778$536K0.0%+27.5%0.003%
8/15/2025Lazard Asset Management LLC11,500$792K0.0%-23.6%0.005%
8/15/2025LMR Partners LLP22,916$1.58M0.0%-99.9%0.010%
8/15/2025Hudson Bay Capital Management LP334,248$23.04M0.1%-9.9%0.145%
8/15/2025IHT Wealth Management LLC20,528$1.42M0.0%+1.0%0.009%
8/15/2025EP Wealth Advisors LLC9,444$651K0.0%+22.7%0.004%
8/15/2025Energy Income Partners LLC1,085,254$74.81M1.5%+35.0%0.472%
8/15/2025Benjamin Edwards Inc.6,821$470K0.0%-9.8%0.003%
8/15/2025BI Asset Management Fondsmaeglerselskab A S10,957$755K0.0%-5.7%0.005%
8/15/2025BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp36,185$2.50M0.0%-17.7%0.016%
8/15/2025BTG Pactual Asset Management US LLC39,144$2.70M0.3%N/A0.017%
8/15/2025Brevan Howard Capital Management LP61,486$4.24M0.0%+6.3%0.027%
8/15/2025Balyasny Asset Management L.P.533,031$36.74M0.1%-55.1%0.232%
8/15/2025Adage Capital Partners GP L.L.C.210,782$14.53M0.0%+0.4%0.092%
8/15/2025Ameriprise Financial Inc.202,350$13.95M0.0%-2.1%0.088%
8/15/2025AQR Capital Management LLC1,367,690$93.33M0.1%-7.7%0.594%
8/14/2025California State Teachers Retirement System274,528$18.92M0.0%-0.3%0.119%
8/14/2025Raymond James Financial Inc.924,729$63.74M0.0%+34.6%0.402%
8/14/2025Occudo Quantitative Strategies LP6,227$429K0.0%N/A0.003%
8/14/2025Quantinno Capital Management LP269,377$18.57M0.1%+39.9%0.117%
8/14/2025MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.378,421$26.08M0.1%+39.3%0.164%
8/14/2025Lavaca Capital LLC192,800$13.29M0.4%N/A0.084%
8/14/2025Alliancebernstein L.P.400,335$27.60M0.0%-3.7%0.174%
8/14/2025Decade Renewable Partners LP57,835$3.99M3.2%-26.6%0.025%
8/14/2025HUB Investment Partners LLC70,955$4.89M0.2%-1.7%0.031%
8/14/2025Treasurer of the State of North Carolina651,157$44.88M0.1%+122.2%0.283%
8/14/2025The Manufacturers Life Insurance Company 722,434$49.80M0.0%-0.5%0.314%
8/14/2025FAS Wealth Partners Inc.6,413$442K0.0%+2.4%0.003%
8/14/2025Sei Investments Co.333,511$22.99M0.0%-31.2%0.145%
8/14/2025NewEdge Advisors LLC14,515$1.00M0.0%+3.2%0.006%
8/14/2025Investment Management Corp of Ontario121,751$8.39M0.1%+4.9%0.053%
8/14/2025CoreFirst Bank & Trust10,327$712K0.4%+56.1%0.004%
8/14/2025SVB Wealth LLC13,987$964K0.1%+895.5%0.006%
8/14/2025Ossiam92,418$6.37M0.1%N/A0.040%
8/14/2025Bank of Nova Scotia31,146$2.15M0.0%+23.1%0.014%
8/14/2025Baker Avenue Asset Management LP3,601$248K0.0%+7.0%0.002%
8/14/2025California Public Employees Retirement System842,921$58.10M0.0%-15.4%0.366%
8/14/2025Cary Street Partners Financial LLC61,414$4.23M0.1%+8.5%0.027%
8/14/2025Cerity Partners LLC124,624$8.59M0.0%-48.4%0.054%
8/14/2025Federated Hermes Inc.3,685,142$254.02M0.5%+8.7%1.601%
8/13/2025Gabelli Funds LLC1,085,506$74.82M0.5%+0.6%0.472%
8/13/2025Gamco Investors INC. ET AL297,947$20.54M0.2%+3.5%0.129%
8/13/2025Cary Street Partners Investment Advisory LLC832$57K0.0%+70.5%0.000%
8/13/2025Quantum Portfolio Management LLC4,328$298K0.1%N/A0.002%
8/13/2025Cresset Asset Management LLC5,111$352K0.0%-28.8%0.002%
8/13/2025Brown Advisory Inc.2,999$207K0.0%N/A0.001%
8/13/2025Amundi172,934$11.93M0.0%+23.3%0.075%
8/13/2025Marshall Wace LLP3,439$237K0.0%N/A0.001%
8/13/2025Baird Financial Group Inc.39,741$2.74M0.0%+3.8%0.017%
8/13/2025First Trust Advisors LP2,029,432$139.89M0.1%-2.3%0.882%
8/13/2025Guggenheim Capital LLC228,420$15.75M0.1%-1.0%0.099%
8/13/2025Systematic Financial Management LP8,235$568K0.0%N/A0.004%
8/13/20251832 Asset Management L.P.26,407$1.82M0.0%+9.1%0.011%
8/13/2025WCG Wealth Advisors LLC11,300$779K0.1%N/A0.005%
8/13/2025Beacon Pointe Advisors LLC3,301$228K0.0%+7.4%0.001%
8/13/2025M&T Bank Corp171,546$11.82M0.0%+0.8%0.075%
8/13/2025Brandes Investment Partners LP1,076,140$74.18M0.7%+1.0%0.468%
8/13/2025Panagora Asset Management Inc.32,145$2.22M0.0%+486.8%0.014%
8/13/2025Smith Moore & CO.10,443$720K0.1%+3.0%0.005%
8/13/2025Lido Advisors LLC20,045$1.38M0.0%-10.1%0.009%
8/13/2025New York State Common Retirement Fund400,450$27.60M0.0%+1.3%0.174%
8/13/2025Schroder Investment Management Group39,636$2.73M0.0%-1.7%0.017%
8/13/2025Mackenzie Financial Corp138,888$9.57M0.0%-66.4%0.060%
8/13/2025Neuberger Berman Group LLC123,335$8.50M0.0%+9.5%0.054%
8/13/2025F m Investments LLC24,710$1.70M0.1%+6.3%0.011%
8/13/2025WealthTrust Axiom LLC28,479$1.96M0.6%-4.6%0.012%
8/13/2025Hsbc Holdings PLC842,297$58.04M0.0%+39.2%0.366%
(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, 788 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 707 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), Nuveen LLC ($3.08M), Vanguard Group Inc. ($2.62M), Assenagon Asset Management S.A. ($2.22M), 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 43,723,511 shares in the last 24 months. This purchase volume represents approximately $2.84B in transactions.

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

Of the 315 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 50,642,900 shares in the last 24 months. This volume of shares sold represents approximately $3.38B in transactions.



This page (NASDAQ:EVRG) was last updated on 10/2/2025 by MarketBeat.com Staff
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