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Evergy (EVRG) Institutional Ownership

Evergy logo
$85.71 +0.43 (+0.50%)
Closing price 07/10/2026 04:00 PM Eastern
Extended Trading
$85.76 +0.05 (+0.06%)
As of 07/10/2026 06:47 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 Massive. Learn more.
Compare

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

Current
Institutional Ownership
Percentage
87.24%
Number of
Institutional Buyers
(last 12 months)
537
Total
Institutional Inflows
(last 12 months)
$1.99B
Number of
Institutional Sellers
(last 12 months)
327
Total
Institutional Outflows
(last 12 months)
$7.59B
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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
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%
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%
7/7/2026 GAMMA Investing LLC19,201$1.66M0.1%+7.0%0.008%
7/7/2026 CGN Advisors LLC4,283$370K0.0%-6.6%0.002%
7/6/2026 Trilogy Capital Inc.47,210$4.08M0.2%+0.3%0.020%
7/2/2026 Versant Capital Management Inc4,421$382K0.0%+7.5%0.002%
7/2/2026 CX Institutional3,728$322K0.0%+6.3%0.002%
6/18/2026Western Wealth Management LLC1,422$116K0.0%N/A0.001%
6/18/2026Pacer Advisors Inc.26,882$2.20M0.0%-21.1%0.012%
6/16/2026Empowered Funds LLC9,625$788K0.0%+45.7%0.004%
6/12/2026S&A Financial Services Inc.9,141$749K0.5%N/A0.004%
6/10/2026FAS Wealth Partners Inc.10,235$838K0.1%+77.5%0.004%
6/3/2026CoreFirst Bank & Trust9,691$794K0.4%+7.8%0.004%
6/3/2026Parallel Advisors LLC12,411$1.02M0.0%+17.9%0.005%
6/3/2026NewEdge Advisors LLC26,362$2.16M0.0%+38.0%0.011%
6/2/2026Optiver Holding B.V.1,107$91K0.0%+14.5%0.000%
5/27/2026Alpine Woods Capital Investors LLC75,695$6.20M1.5%+13.4%0.033%
5/19/2026Western Wealth Management LLC1,422$116K0.0%N/A0.001%
5/19/2026Edgestream Partners L.P.184,292$15.10M0.5%+15.7%0.080%
5/19/2026Janus Henderson Group PLC19,832$1.62M0.0%+60.5%0.009%
5/19/2026Bull Harbor Capital LLC3,546$290K0.1%N/A0.002%
5/19/2026Arkadios Wealth Advisors6,482$531K0.0%+20.6%0.003%
5/18/2026Sunbelt Securities Inc.7,348$602K0.0%-6.6%0.003%
5/18/2026Amundi198,160$16.23M0.0%+3.9%0.086%
5/18/2026EverSource Wealth Advisors LLC2,617$214K0.0%+32.6%0.001%
5/18/2026California State Teachers Retirement System274,168$22.46M0.0%-0.4%0.119%
5/18/2026Royal Bank of Canada273,184$22.38M0.0%+5.1%0.119%
5/18/2026Empowered Funds LLC9,625$788K0.0%+45.7%0.004%
5/18/2026Energy Income Partners LLC1,237,749$101.40M1.6%+1.2%0.537%
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5/16/2026The Manufacturers Life Insurance Company 638,590$52.31M0.0%-1.6%0.277%
5/16/2026KCM Investment Advisors LLC4,003$328K0.0%-7.4%0.002%
5/16/2026Excelsior Advisor Network LLC2,849$233K0.1%N/A0.001%
5/16/2026Quantinno Capital Management LP549,716$45.03M0.1%+37.5%0.238%
5/16/2026SummitTX Capital L.P.38,207$3.13M0.1%-76.1%0.017%
5/16/2026BROOKFIELD Corp ON 237,114$19.42M0.0%-34.9%0.103%
5/15/2026Gateway Wealth Partners LLC3,153$258K0.0%N/A0.001%
5/15/202644 Wealth Management LLC13,064$1.07M0.4%+96.8%0.006%
5/14/2026Renaissance Technologies LLC507,902$41.61M0.1%-37.4%0.220%
5/14/2026Gabelli Funds LLC1,041,149$85.29M0.6%-1.6%0.452%
5/14/2026Gamco Investors INC. ET AL285,381$23.38M0.2%-2.1%0.124%
5/14/2026Public Employees Retirement System of Ohio72,554$5.94M0.0%-2.8%0.031%
5/14/2026Modern Wealth Management LLC8,736$719K0.0%+2.5%0.004%
5/14/2026Bank of Nova Scotia60,607$4.96M0.0%-2.1%0.026%
5/14/2026Systematic Financial Management LP53,900$4.42M0.1%-2.7%0.023%
5/14/2026Sei Investments Co.252,452$20.68M0.0%+8.3%0.110%
5/14/2026Lido Advisors LLC19,348$1.59M0.0%-12.5%0.008%
5/13/2026Cetera Investment Advisers125,332$10.27M0.0%-4.5%0.054%
5/13/2026Icon Advisers Inc. Co.43,800$3.59M0.8%-10.2%0.019%
5/13/2026First Citizens Bank & Trust Co.210,622$17.25M0.3%+65.2%0.091%
5/13/2026First Trust Advisors LP1,467,647$120.23M0.1%-22.7%0.637%
5/12/2026Magellan Asset Management Ltd2,242,868$183.74M2.4%-6.9%0.973%
5/12/2026Westpac Banking Corp21,332$1.75M0.1%+1.0%0.009%
5/8/2026PNC Financial Services Group Inc.67,383$5.52M0.0%+7.1%0.029%
5/8/2026Mathes Company Inc.42,450$3.48M1.3%+3.5%0.018%
5/8/2026Summit Global Investments63,001$5.16M0.3%-3.4%0.027%
5/8/2026Cassaday & Co Wealth Management LLC931$76K0.0%N/A0.000%
5/8/2026Johnson Financial Group Inc.33,597$2.75M0.1%+1.3%0.015%
5/7/2026Earned Wealth Advisors LLC2,946$241K0.0%+4.9%0.001%
5/7/2026Meeder Advisory Services Inc.17,823$1.46M0.1%+22.6%0.008%
5/7/2026Dimensional Fund Advisors LP1,373,291$112.50M0.0%+1.9%0.596%
5/7/2026Parallel Advisors LLC12,411$1.02M0.0%+17.9%0.005%
5/7/2026Swiss National Bank675,726$55.36M0.0%+7.1%0.293%
5/6/2026Jennison Associates LLC992,503$81.31M0.1%-31.7%0.431%
5/6/2026California Public Employees Retirement System538,644$44.13M0.0%-11.6%0.234%
5/6/2026Ranch Capital Advisors Inc.32,594$2.67M1.0%+4.5%0.014%
5/6/2026Heartland Bank & Trust Co8,694$712K0.2%+3.3%0.004%
5/6/2026Kera Capital Partners Inc.3,956$324K0.0%+16.5%0.002%
5/6/2026Assetmark Inc.56,235$4.61M0.0%+5.1%0.024%
5/6/2026Bessemer Group Inc.4,135$338K0.0%+22.3%0.002%
5/6/2026Allspring Global Investments Holdings LLC15,856$1.31M0.0%-36.5%0.007%
5/6/2026Aware Super Pty Ltd as trustee of Aware Super10,030$822K0.0%N/A0.004%
5/6/2026W.G. Shaheen & Associates DBA Whitney & Co2,696$221K0.0%N/A0.001%
5/5/2026Wealthfront Advisers LLC162,656$13.33M0.0%+5.5%0.071%
5/5/2026D.A. Davidson & CO.4,599$377K0.0%+14.5%0.002%
5/5/2026Twin Capital Management Inc.16,910$1.39M0.2%+1.5%0.007%
5/5/2026Blackhawk Capital Partners LLC4,912$402K0.1%+19.2%0.002%
5/5/2026Illinois Municipal Retirement Fund172,070$14.10M0.2%-13.3%0.075%
5/5/2026NFSG Corp10,257$840K0.1%-2.9%0.004%
5/5/2026Sanctuary Advisors LLC21,021$1.72M0.0%+11.0%0.009%
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5/5/2026Checchi Capital Advisers LLC3,285$269K0.0%N/A0.001%
5/4/2026Retirement Planning Group LLC23,659$1.94M0.1%+0.6%0.010%
5/4/2026Empirical Financial Services LLC d.b.a. Empirical Wealth Management8,542$700K0.0%+22.4%0.004%
5/4/2026Bryn Mawr Trust Advisors LLC129,453$10.60M0.5%-0.1%0.056%
5/4/2026Bleakley Financial Group LLC11,225$920K0.0%+7.5%0.005%
5/4/2026Principal Financial Group Inc.259,975$21.30M0.0%-3.4%0.113%
5/4/2026Chicago Partners Investment Group LLC15,888$1.27M0.0%+13.1%0.007%
5/4/2026Verbena Value LP149,300$12.23M2.0%-60.1%0.065%
5/4/2026Y.D. More Investments Ltd1,054$86K0.0%-14.6%0.000%
5/4/2026Lifeworks Advisors LLC58,211$4.77M0.6%+7.8%0.025%


EVRG Institutional Ownership - Frequently Asked Questions

During the previous two years, 859 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 758 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), Nuveen LLC ($3.08M), Magellan Asset Management Ltd ($2.29M), Assenagon Asset Management S.A. ($2.22M), Manning & Napier Advisors LLC ($2.12M), Truist Financial Corp ($1.83M), and Massachusetts Financial Services Co. MA ($1.78M).

Institutional investors have bought a total of 27,294,732 shares in the last 24 months. This purchase volume represents approximately $1.99B in transactions.

Of the 327 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), LMR Partners LLP ($20.00M), Invesco Ltd. ($4.70M), Ameritas Investment Partners Inc. ($2.42M), Assenagon Asset Management S.A. ($1.26M), and Balyasny Asset Management L.P. ($1.15M).

Institutional investors have sold a total of 103,668,658 shares in the last 24 months. This volume of shares sold represents approximately $7.59B in transactions.


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This page (NASDAQ:EVRG) was last updated on 7/11/2026 by MarketBeat.com Staff.
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