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Evergy (EVRG) Institutional Ownership

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$80.51 -1.53 (-1.86%)
As of 03:54 PM Eastern
This is a fair market value price provided by Massive. 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)
533
Total
Institutional Inflows
(last 12 months)
$1.99B
Number of
Institutional Sellers
(last 12 months)
331
Total
Institutional Outflows
(last 12 months)
$7.62B
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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
5/27/2026 Alpine Woods Capital Investors LLC75,695$6.20M1.5%+13.4%0.033%
5/19/2026 Western Wealth Management LLC1,422$116K0.0%N/A0.001%
5/19/2026 Edgestream Partners L.P.184,292$15.10M0.5%+15.7%0.080%
5/19/2026 Janus Henderson Group PLC19,832$1.62M0.0%+60.5%0.009%
5/19/2026 Bull Harbor Capital LLC3,546$290K0.1%N/A0.002%
5/19/2026 Arkadios Wealth Advisors6,482$531K0.0%+20.6%0.003%
5/18/2026 Sunbelt Securities Inc.7,348$602K0.0%-6.6%0.003%
5/18/2026 Amundi198,160$16.23M0.0%+3.9%0.086%
5/18/2026 EverSource Wealth Advisors LLC2,617$214K0.0%+32.6%0.001%
5/18/2026 California State Teachers Retirement System274,168$22.46M0.0%-0.4%0.119%
5/18/2026 Royal Bank of Canada273,184$22.38M0.0%+5.1%0.119%
5/18/2026 Empowered Funds LLC9,625$788K0.0%+45.7%0.004%
5/18/2026 Energy Income Partners LLC1,237,749$101.40M1.6%+1.2%0.537%
5/16/2026 The Manufacturers Life Insurance Company 638,590$52.31M0.0%-1.6%0.277%
5/16/2026 KCM Investment Advisors LLC4,003$328K0.0%-7.4%0.002%
5/16/2026 Excelsior Advisor Network LLC2,849$233K0.1%N/A0.001%
5/16/2026 Quantinno Capital Management LP549,716$45.03M0.1%+37.5%0.238%
5/16/2026 SummitTX Capital L.P.38,207$3.13M0.1%-76.1%0.017%
5/16/2026 BROOKFIELD Corp ON 237,114$19.42M0.0%-34.9%0.103%
5/15/2026 Gateway Wealth Partners LLC3,153$258K0.0%N/A0.001%
5/15/2026 44 Wealth Management LLC13,064$1.07M0.4%+96.8%0.006%
5/14/2026 Renaissance Technologies LLC507,902$41.61M0.1%-37.4%0.220%
5/14/2026 Gabelli Funds LLC1,041,149$85.29M0.6%-1.6%0.452%
5/14/2026 Gamco Investors INC. ET AL285,381$23.38M0.2%-2.1%0.124%
5/14/2026 Public Employees Retirement System of Ohio72,554$5.94M0.0%-2.8%0.031%
5/14/2026 Modern Wealth Management LLC8,736$719K0.0%+2.5%0.004%
5/14/2026 Bank of Nova Scotia60,607$4.96M0.0%-2.1%0.026%
5/14/2026 Systematic Financial Management LP53,900$4.42M0.1%-2.7%0.023%
5/14/2026 Sei Investments Co.252,452$20.68M0.0%+8.3%0.110%
5/14/2026 Lido Advisors LLC19,348$1.59M0.0%-12.5%0.008%
5/13/2026 Cetera Investment Advisers125,332$10.27M0.0%-4.5%0.054%
5/13/2026 Icon Advisers Inc. Co.43,800$3.59M0.8%-10.2%0.019%
5/13/2026 First Citizens Bank & Trust Co.210,622$17.25M0.3%+65.2%0.091%
5/13/2026 First Trust Advisors LP1,467,647$120.23M0.1%-22.7%0.637%
5/12/2026 Magellan Asset Management Ltd2,242,868$183.74M2.4%-6.9%0.973%
5/12/2026 Westpac Banking Corp21,332$1.75M0.1%+1.0%0.009%
5/8/2026 PNC Financial Services Group Inc.67,383$5.52M0.0%+7.1%0.029%
5/8/2026 Mathes Company Inc.42,450$3.48M1.3%+3.5%0.018%
5/8/2026 Summit Global Investments63,001$5.16M0.3%-3.4%0.027%
5/8/2026 Cassaday & Co Wealth Management LLC931$76K0.0%N/A0.000%
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5/8/2026 Johnson Financial Group Inc.33,597$2.75M0.1%+1.3%0.015%
5/7/2026 Earned Wealth Advisors LLC2,946$241K0.0%+4.9%0.001%
5/7/2026 Meeder Advisory Services Inc.17,823$1.46M0.1%+22.6%0.008%
5/7/2026 Dimensional Fund Advisors LP1,373,291$112.50M0.0%+1.9%0.596%
5/7/2026 Parallel Advisors LLC12,411$1.02M0.0%+17.9%0.005%
5/7/2026 Swiss National Bank675,726$55.36M0.0%+7.1%0.293%
5/6/2026 Jennison Associates LLC992,503$81.31M0.1%-31.7%0.431%
5/6/2026 California Public Employees Retirement System538,644$44.13M0.0%-11.6%0.234%
5/6/2026 Ranch Capital Advisors Inc.32,594$2.67M1.0%+4.5%0.014%
5/6/2026 Heartland Bank & Trust Co8,694$712K0.2%+3.3%0.004%
5/6/2026 Kera Capital Partners Inc.3,956$324K0.0%+16.5%0.002%
5/6/2026 Assetmark Inc.56,235$4.61M0.0%+5.1%0.024%
5/6/2026 Bessemer Group Inc.4,135$338K0.0%+22.3%0.002%
5/6/2026 Allspring Global Investments Holdings LLC15,856$1.31M0.0%-36.5%0.007%
5/6/2026 Aware Super Pty Ltd as trustee of Aware Super10,030$822K0.0%N/A0.004%
5/6/2026 W.G. Shaheen & Associates DBA Whitney & Co2,696$221K0.0%N/A0.001%
5/5/2026 Wealthfront Advisers LLC162,656$13.33M0.0%+5.5%0.071%
5/5/2026 D.A. Davidson & CO.4,599$377K0.0%+14.5%0.002%
5/5/2026 Twin Capital Management Inc.16,910$1.39M0.2%+1.5%0.007%
5/5/2026 Blackhawk Capital Partners LLC4,912$402K0.1%+19.2%0.002%
5/5/2026 Illinois Municipal Retirement Fund172,070$14.10M0.2%-13.3%0.075%
5/5/2026 NFSG Corp10,257$840K0.1%-2.9%0.004%
5/5/2026 Sanctuary Advisors LLC21,021$1.72M0.0%+11.0%0.009%
5/5/2026 Checchi Capital Advisers LLC3,285$269K0.0%N/A0.001%
5/4/2026 Retirement Planning Group LLC23,659$1.94M0.1%+0.6%0.010%
5/4/2026 Empirical Financial Services LLC d.b.a. Empirical Wealth Management8,542$700K0.0%+22.4%0.004%
5/4/2026 Bryn Mawr Trust Advisors LLC129,453$10.60M0.5%-0.1%0.056%
5/4/2026 Bleakley Financial Group LLC11,225$920K0.0%+7.5%0.005%
5/4/2026 Principal Financial Group Inc.259,975$21.30M0.0%-3.4%0.113%
5/4/2026 Chicago Partners Investment Group LLC15,888$1.27M0.0%+13.1%0.007%
5/4/2026 Verbena Value LP149,300$12.23M2.0%-60.1%0.065%
5/4/2026 Y.D. More Investments Ltd1,054$86K0.0%-14.6%0.000%
5/4/2026 Lifeworks Advisors LLC58,211$4.77M0.6%+7.8%0.025%
5/1/2026 Commonwealth of Pennsylvania Public School Empls Retrmt SYS470,889$38.58M0.2%+8.9%0.204%
5/1/2026 Citizens Financial Group Inc. RI2,698$221K0.0%-26.2%0.001%
5/1/2026 Midwest Trust Co65,885$5.40M0.1%-6.7%0.029%
5/1/2026 Fifth Third Bancorp108,759$8.91M0.0%+152.3%0.047%
5/1/2026 Conning Inc.33,917$2.78M0.1%-0.5%0.015%
5/1/2026 Sequoia Financial Advisors LLC33,628$2.76M0.0%+1.0%0.015%
5/1/2026 Cedar Mountain Advisors LLC493$40K0.0%N/A0.000%
5/1/2026 Manning & Napier Advisors LLC546$45K0.0%+44.8%0.000%
4/30/2026 Hsbc Holdings PLC637,262$52.18M0.0%-47.6%0.277%
4/30/2026 Kestra Advisory Services LLC15,829$1.30M0.0%+0.8%0.007%
4/30/2026 Sumitomo Mitsui Trust Group Inc.528,399$43.29M0.0%-4.9%0.229%
4/30/2026 Resona Asset Management Co. Ltd.79,280$6.49M0.0%+3.3%0.034%
4/30/2026 CFS Investment Advisory Services LLC3,136$258K0.0%+9.5%0.001%
4/28/2026 Whittier Trust Co.2,081$172K0.0%+166.5%0.001%
4/28/2026 DGS Capital Management LLC15,327$1.26M0.2%+20.1%0.007%
4/28/2026 Ascentis Independent Advisors8,161$669K0.1%+96.4%0.004%
4/28/2026 V Square Quantitative Management LLC7,806$639K0.1%+28.8%0.003%
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4/28/2026 QRG Capital Management Inc.151,560$12.42M0.1%+7.9%0.066%
4/27/2026 Oxbow Advisors LLC48,493$3.97M0.3%+1.3%0.021%
4/27/2026 HB Wealth Management LLC12,193$999K0.0%+28.0%0.005%
4/27/2026 PFG Investments LLC6,078$498K0.0%+44.4%0.003%
4/27/2026 World Investment Advisors7,978$654K0.0%-12.4%0.003%
4/27/2026 Sierra Summit Advisors LLC13,483$1.11M0.2%+5.7%0.006%
4/27/2026 Private Advisor Group LLC19,889$1.63M0.0%-1.5%0.009%
4/27/2026 Optas LLC2,619$215K0.0%N/A0.001%
4/27/2026 Y Intercept Hong Kong Ltd22,981$1.88M0.0%-75.4%0.010%
4/27/2026 Sound Income Strategies LLC8,213$676K0.0%-95.5%0.004%


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 759 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 27,369,943 shares in the last 24 months. This purchase volume represents approximately $1.99B in transactions.

Of the 331 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. ($1.81M), and Balyasny Asset Management L.P. ($1.15M).

Institutional investors have sold a total of 104,204,158 shares in the last 24 months. This volume of shares sold represents approximately $7.62B in transactions.


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This page (NASDAQ:EVRG) was last updated on 6/1/2026 by MarketBeat.com Staff.
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