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Evergy (EVRG) Institutional Ownership

Evergy logo
$81.20 -1.96 (-2.36%)
As of 02:46 PM Eastern
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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)
490
Total
Institutional Inflows
(last 12 months)
$2.10B
Number of
Institutional Sellers
(last 12 months)
288
Total
Institutional Outflows
(last 12 months)
$6.01B
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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
8/21/2026 Continuum Advisory LLC1,252$108K0.0%N/A0.001%
8/21/2026 B. Metzler seel. Sohn & Co. AG75,096$6.49M0.1%+2.7%0.033%
8/20/2026 First PREMIER Bank33,674$2.91M0.4%-1.1%0.015%
8/20/2026 Headlands Technologies LLC15,598$1.35M0.1%-47.0%0.007%
8/20/2026 Two Sigma Securities LLC9,161$792K0.1%-62.9%0.004%
8/20/2026 Benjamin Edwards Inc.8,086$699K0.0%+15.2%0.004%
8/20/2026 Wedbush Securities Inc.4,650$402K0.0%-8.4%0.002%
8/20/2026 Greenwood Capital Associates LLC18,030$1.56M0.2%N/A0.008%
8/19/2026 UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC1,160,181$100.27M0.0%+9.1%0.503%
8/19/2026 New Mexico Educational Retirement Board11,450$990K0.0%+7.5%0.005%
8/19/2026 Royal London Asset Management Ltd.12,423$1.07M0.0%-2.6%0.005%
8/19/2026 Mufg Securities Americas Inc.6,943$600K0.0%+9.0%0.003%
8/19/2026 Van ECK Associates Corp134,442$11.62M0.0%+5.2%0.058%
8/19/2026 Nissay Asset Management Corp Japan31,430$2.72M0.0%+2.2%0.014%
8/19/2026 Hsbc Holdings PLC614,758$53.21M0.0%-3.5%0.267%
8/19/2026 Kingsview Wealth Management LLC6,595$570K0.0%N/A0.003%
8/18/2026 Beacon Pointe Advisors LLC3,070$265K0.0%N/A0.001%
8/18/2026 Kimelman & Baird LLC3,734$323K0.0%N/A0.002%
8/18/2026 Rakuten Investment Management Inc.37,689$3.28M0.0%N/A0.016%
8/18/2026 Glenview Trust Co3,881$335K0.0%N/A0.002%
8/18/2026 Empowered Funds LLC27,869$2.41M0.0%N/A0.012%
8/18/2026 United Capital Financial Advisors LLC25,942$2.24M0.0%N/A0.011%
8/18/2026 Equitable Holdings Inc.4,812$416K0.0%N/A0.002%
8/18/2026 Public Employees Retirement System of Ohio71,308$6.16M0.0%N/A0.031%
8/17/2026 Transamerica Financial Advisors LLC1,444$125K0.0%N/A0.001%
8/17/2026 Corient Private Wealth LP69,726$6.03M0.0%N/A0.030%
8/15/2026 Odyssean LLC12,702$1.10M0.2%N/A0.006%
8/15/2026 Jupiter Topco LLC19,832$1.71M0.0%N/A0.009%
8/14/2026 Hsbc Holdings PLC614,758$53.21M0.0%N/A0.267%
8/14/2026 Canada Pension Plan Investment Board147,998$12.79M0.0%N/A0.064%
8/14/2026 Legal & General Group Plc1,599,359$138.23M0.0%N/A0.694%
8/14/2026 The Manufacturers Life Insurance Company 628,335$54.31M0.0%N/A0.273%
8/14/2026 Fiduciary Financial Advisors401$34K0.0%N/A0.000%
8/14/2026 Manning & Napier Advisors LLC628$55K0.0%N/A0.000%
8/13/2026 Sanctuary Advisors LLC23,052$1.99M0.0%N/A0.010%
8/13/2026 Meiji Yasuda Asset Management Co Ltd.4,870$421K0.0%N/A0.002%
8/13/2026 Magellan Asset Management Ltd2,173,521$187.86M4.2%N/A0.943%
8/13/2026 Burk Holdings LLC363$31K0.0%N/A0.000%
8/13/2026 Bank of Nova Scotia41,318$3.57M0.0%N/A0.018%
8/12/2026 Compass Financial Management LLC541$45K0.0%N/A0.000%
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8/12/2026 Greenland Capital Management LP95,220$8.23M1.0%N/A0.041%
8/12/2026 Commerce Bank42,162$3.64M0.0%N/A0.018%
8/12/2026 Evolve Private Wealth LLC5,628$486K0.0%N/A0.002%
8/12/2026 Westpac Banking Corp17,892$1.55M0.1%N/A0.008%
8/12/2026 EP Wealth Advisors LLC7,811$675K0.0%N/A0.003%
8/12/2026 Heartland Bank & Trust Co8,593$743K0.2%N/A0.004%
8/12/2026 Ieq Capital LLC9,423$814K0.0%N/A0.004%
8/12/2026 Callan Family Office LLC7,814$675K0.0%N/A0.003%
8/11/2026 Keating Financial Advisory Services Inc.4,954$428K0.1%N/A0.002%
8/11/2026 OneAscent Financial Services LLC3,331$288K0.0%N/A0.001%
8/11/2026 Allworth Financial LP17,504$1.51M0.0%N/A0.008%
8/11/2026 B. Metzler seel. Sohn & Co. AG75,096$6.49M0.1%N/A0.033%
8/11/2026 Ninepoint Partners LP17,684$1.53M0.1%N/A0.008%
8/11/2026 PCM Encore LLC2,907$251K0.0%N/A0.001%
8/11/2026 Vise Technologies Inc.15,956$1.38M0.0%N/A0.007%
8/11/2026 Uptick Partners LLC3,648$315K0.0%N/A0.002%
8/10/2026 Johnson Financial Group Inc.29,898$2.58M0.1%N/A0.013%
8/10/2026 West Family Investments Inc.3,533$305K0.1%N/A0.002%
8/10/2026 Knuff & Co LLC350$30K0.0%N/A0.000%
8/10/2026 Great Lakes Advisors LLC39,695$3.43M0.0%N/A0.017%
8/10/2026 Danske Bank A S2,500$216K0.0%N/A0.001%
8/8/2026 Oxbow Advisors LLC48,457$4.19M0.3%N/A0.021%
8/8/2026 Wealthfront Advisers LLC155,116$13.41M0.0%N/A0.067%
8/8/2026 Forge Financial Services LLC2,422$209K0.0%N/A0.001%
8/8/2026 Mowery & Schoenfeld Wealth Management LLC976$84K0.1%N/A0.000%
8/8/2026 Energy Income Partners LLC1,277,260$110.39M1.7%N/A0.554%
8/8/2026 Alpine Woods Capital Investors LLC73,415$6.35M1.4%N/A0.032%
8/8/2026 Meeder Advisory Services Inc.20,141$1.74M0.1%N/A0.009%
8/7/2026 Citizens Financial Group Inc. RI6,924$598K0.0%N/A0.003%
8/7/2026 Texas Capital Bank Wealth Management Services Inc3,854$333K0.0%N/A0.002%
8/7/2026 MidFirst Bank350$30K0.0%N/A0.000%
8/7/2026 Pallas Capital Advisors LLC9,898$855K0.0%N/A0.004%
8/7/2026 Perigon Wealth Management LLC2,714$235K0.0%N/A0.001%
8/7/2026 Commerzbank Aktiengesellschaft FI3,152$272K0.0%N/A0.001%
8/7/2026 Mitsubishi UFJ Asset Management Co. Ltd.552,687$47.77M0.0%N/A0.240%
8/7/2026 OneDigital Investment Advisors LLC12,133$1.05M0.0%N/A0.005%
8/7/2026 Cura Wealth Advisors LLC4,497$389K0.2%N/A0.002%
8/7/2026 Simplicity Wealth LLC6,285$543K0.0%N/A0.003%
8/6/2026 Global Retirement Partners LLC2,741$237K0.0%N/A0.001%
8/6/2026 Focus Partners Advisor Solutions LLC6,767$585K0.0%N/A0.003%
8/6/2026 State of Wyoming2,660$230K0.0%N/A0.001%
8/6/2026 GSA Capital Partners LLP10,839$937K0.1%N/A0.005%
8/6/2026 Clearstead Trust LLC381$33K0.0%N/A0.000%
8/3/2026 Summit Global Investments62,992$5.44M0.3%N/A0.027%
8/3/2026 Oppenheimer Asset Management Inc.203,422$17.58M0.2%N/A0.088%
8/3/2026 Bryn Mawr Trust Advisors LLC127,955$11.06M0.5%N/A0.056%
8/3/2026 Dockside LLC44,216$3.82M0.9%N/A0.019%
7/10/2026 Wedge Capital Management L L P NC175,441$15.16M0.3%-16.6%0.076%
7/10/2026 Tema ETFs LLC3,798$328K0.0%+8.3%0.002%
7/9/2026 Franklin Street Advisors Inc. NC97,807$8.45M0.5%+2.4%0.042%
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7/9/2026 Contravisory Investment Management Inc.12,069$1.04M0.2%+2.0%0.005%
7/9/2026 Everpar Advisors LLC2,526$218K0.1%N/A0.001%
7/9/2026 Adamsbrown Wealth Consultants LLC12,493$1.08M0.2%+4.2%0.005%
7/9/2026 Hennion & Walsh Asset Management Inc.28,446$2.46M0.1%+16.0%0.012%
7/9/2026 Valeo Financial Advisors LLC4,398$380K0.0%+74.7%0.002%
7/8/2026 Rockland Trust Co.9,327$806K0.0%-7.7%0.004%
7/8/2026 Foresight Capital Management Advisors Inc.46,241$4.00M1.9%+1.2%0.020%
7/8/2026 Czech National Bank65,613$5.67M0.0%+4.6%0.028%
7/8/2026 Assenagon Asset Management S.A.66,952$5.79M0.0%-11.7%0.029%
7/7/2026 Dynamic Advisor Solutions LLC19,146$1.66M0.0%-7.7%0.008%


EVRG Institutional Ownership - Frequently Asked Questions

During the previous two years, 857 institutional investors and hedge funds held shares of Evergy. The most heavily invested institutionals were Vanguard Group Inc. ($2.19B), State Street Corp ($1.02B), Invesco Ltd. ($544.74M), Geode Capital Management LLC ($465.68M), Franklin Resources Inc. ($441.57M), Federated Hermes Inc. ($272.60M), and American Century Companies Inc. ($237.99M).Learn more on Evergy's institutional investors.

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

Of the 754 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 ($5.01M), Magellan Asset Management Ltd ($4.46M), Nuveen LLC ($3.08M), Assenagon Asset Management S.A. ($2.22M), Truist Financial Corp ($1.83M), Massachusetts Financial Services Co. MA ($1.78M), and ExodusPoint Capital Management LP ($1.73M).

Institutional investors have bought a total of 26,658,988 shares in the last 24 months. This purchase volume represents approximately $2.10B in transactions.

Of the 288 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: Daiwa Securities Group Inc. ($35.00M), Two Sigma Investments LP ($23.43M), Invesco Ltd. ($4.70M), Ameritas Investment Partners Inc. ($2.42M), Assenagon Asset Management S.A. ($1.26M), Vanguard Group Inc. ($830.70K), and Mitsubishi UFJ Trust & Banking Corp ($729.65K).

Institutional investors have sold a total of 80,717,510 shares in the last 24 months. This volume of shares sold represents approximately $6.01B in transactions.


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Institutional ownership data for NASDAQ:EVRG is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 8/21/2026. New 13F filings are added each quarter as they're published.
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