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Evergy (EVRG) Institutional Ownership

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$79.47 +0.69 (+0.87%)
As of 10:03 AM 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)
497
Total
Institutional Inflows
(last 12 months)
$2.11B
Number of
Institutional Sellers
(last 12 months)
294
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
10/2/2026Versant Capital Management Inc5,128$402K0.0%+16.0%0.002%
9/23/2026QRG Capital Management Inc.153,250$13.25M0.1%+1.1%0.066%
9/23/2026Envestnet Portfolio Solutions Inc.182,423$15.77M0.1%-9.3%0.079%
9/9/2026Sequoia Financial Advisors LLC34,801$3.01M0.0%+3.5%0.015%
9/9/2026Community Bank of Raymore31,764$2.75M1.5%+6.2%0.014%
9/9/2026Tidal Investments LLC136,137$11.77M0.0%+95.8%0.059%
9/9/2026National Pension Service17,421$1.51M0.0%+1.4%0.008%
9/9/2026Engineers Gate Manager LP23,353$2.02M0.0%N/A0.010%
9/9/2026SVB Wealth LLC44,939$3.88M0.2%-13.2%0.019%
9/9/2026Integrated Wealth Concepts LLC10,516$909K0.0%-9.9%0.005%
9/9/2026NewEdge Advisors LLC41,720$3.61M0.0%+58.3%0.018%
9/9/2026IFP Advisors Inc2,780$240K0.0%+7.5%0.001%
9/9/2026Baird Financial Group Inc.46,170$3.99M0.0%-4.7%0.020%
9/8/2026Allworth Financial LP17,504$1.51M0.0%+6.7%0.008%
9/8/2026Arizona State Retirement System66,025$5.71M0.0%+5.5%0.029%
9/8/2026West Family Investments Inc.3,533$305K0.1%N/A0.002%
9/8/2026Waverly Advisors LLC5,382$465K0.0%-4.0%0.002%
9/8/2026Empirical Finance LLC8,082$699K0.0%+3.4%0.004%
9/4/2026Parkside Financial Bank & Trust1,238$107K0.0%+26.1%0.001%
8/27/2026Corient Private Wealth LP58,012$5.01M0.0%-16.8%0.025%
8/26/2026Amundi200,075$17.29M0.0%+1.0%0.087%
8/26/2026HighTower Advisors LLC114,275$9.88M0.0%-1.8%0.050%
8/23/2026Greenland Capital Management LP95,220$8.23M1.0%+469.5%0.041%
8/23/2026Ameritas Advisory Services LLC7,500$648K0.0%+143.2%0.003%
8/23/2026Wedmont Private Capital5,562$477K0.0%+11.5%0.002%
8/23/2026HB Wealth Management LLC16,629$1.44M0.0%+36.4%0.007%
8/23/2026Gibson Wealth Advisors LLC11,400$985K0.6%-9.5%0.005%
8/23/2026Saudi Central Bank16,120$1.39M0.0%+89.7%0.007%
8/22/2026Compass Financial Management LLC541$45K0.0%N/A0.000%
8/22/2026NBH Bank677$59K0.0%N/A0.000%
8/22/2026AlphaGrep UK Ltd2,879$249K0.1%N/A0.001%
8/22/2026Retirement Wealth Solutions LLC1,413$122K0.1%+2,469.1%0.001%
8/22/2026Concurrent Investment Advisors LLC17,325$1.50M0.0%+14.2%0.008%
8/22/2026NEOS Investment Management LLC36,912$3.19M0.0%+11.9%0.016%
8/21/2026AXQ Capital LP4,692$406K0.0%-33.9%0.002%
8/21/2026iSAM Funds UK Ltd11,300$977K0.7%N/A0.005%
8/21/2026Continuum Advisory LLC1,252$108K0.0%N/A0.001%
8/21/2026B. Metzler seel. Sohn & Co. AG75,096$6.49M0.1%+2.7%0.033%
8/20/2026First PREMIER Bank33,674$2.91M0.4%-1.1%0.015%
8/20/2026Headlands Technologies LLC15,598$1.35M0.1%-47.0%0.007%
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8/20/2026Two Sigma Securities LLC9,161$792K0.1%-62.9%0.004%
8/20/2026Benjamin Edwards Inc.8,086$699K0.0%+15.2%0.004%
8/20/2026Wedbush Securities Inc.4,650$402K0.0%-8.4%0.002%
8/20/2026Greenwood Capital Associates LLC18,030$1.56M0.2%N/A0.008%
8/19/2026UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC1,160,181$100.27M0.0%+9.1%0.503%
8/19/2026New Mexico Educational Retirement Board11,450$990K0.0%+7.5%0.005%
8/19/2026Royal London Asset Management Ltd.12,423$1.07M0.0%-2.6%0.005%
8/19/2026Mufg Securities Americas Inc.6,943$600K0.0%+9.0%0.003%
8/19/2026Van ECK Associates Corp134,442$11.62M0.0%+5.2%0.058%
8/19/2026Nissay Asset Management Corp Japan31,430$2.72M0.0%+2.2%0.014%
8/19/2026Hsbc Holdings PLC614,758$53.21M0.0%-3.5%0.267%
8/19/2026Kingsview Wealth Management LLC6,595$570K0.0%N/A0.003%
8/18/2026Beacon Pointe Advisors LLC3,070$265K0.0%N/A0.001%
8/18/2026Kimelman & Baird LLC3,734$323K0.0%N/A0.002%
8/18/2026Rakuten Investment Management Inc.37,689$3.28M0.0%N/A0.016%
8/18/2026Glenview Trust Co3,881$335K0.0%N/A0.002%
8/18/2026Empowered Funds LLC27,869$2.41M0.0%N/A0.012%
8/18/2026United Capital Financial Advisors LLC25,942$2.24M0.0%N/A0.011%
8/18/2026Equitable Holdings Inc.4,812$416K0.0%N/A0.002%
8/18/2026Public Employees Retirement System of Ohio71,308$6.16M0.0%N/A0.031%
8/17/2026Transamerica Financial Advisors LLC1,444$125K0.0%N/A0.001%
8/17/2026Corient Private Wealth LP69,726$6.03M0.0%N/A0.030%
8/15/2026Odyssean LLC12,702$1.10M0.2%N/A0.006%
8/15/2026Jupiter Topco LLC19,832$1.71M0.0%N/A0.009%
8/14/2026Hsbc Holdings PLC614,758$53.21M0.0%N/A0.267%
8/14/2026Canada Pension Plan Investment Board147,998$12.79M0.0%N/A0.064%
8/14/2026Legal & General Group Plc1,599,359$138.23M0.0%N/A0.694%
8/14/2026The Manufacturers Life Insurance Company628,335$54.31M0.0%N/A0.273%
8/14/2026Fiduciary Financial Advisors401$34K0.0%N/A0.000%
8/14/2026Manning & Napier Advisors LLC628$55K0.0%N/A0.000%
8/13/2026Sanctuary Advisors LLC23,052$1.99M0.0%N/A0.010%
8/13/2026Meiji Yasuda Asset Management Co Ltd.4,870$421K0.0%N/A0.002%
8/13/2026Magellan Asset Management Ltd2,173,521$187.86M4.2%N/A0.943%
8/13/2026Burk Holdings LLC363$31K0.0%N/A0.000%
8/13/2026Bank of Nova Scotia41,318$3.57M0.0%N/A0.018%
8/12/2026Compass Financial Management LLC541$45K0.0%N/A0.000%
8/12/2026Greenland Capital Management LP95,220$8.23M1.0%N/A0.041%
8/12/2026Commerce Bank42,162$3.64M0.0%N/A0.018%
8/12/2026Evolve Private Wealth LLC5,628$486K0.0%N/A0.002%
8/12/2026Westpac Banking Corp17,892$1.55M0.1%N/A0.008%
8/12/2026EP Wealth Advisors LLC7,811$675K0.0%N/A0.003%
8/12/2026Heartland Bank & Trust Co8,593$743K0.2%N/A0.004%
8/12/2026Ieq Capital LLC9,423$814K0.0%N/A0.004%
8/12/2026Callan Family Office LLC7,814$675K0.0%N/A0.003%
8/11/2026Keating Financial Advisory Services Inc.4,954$428K0.1%N/A0.002%
8/11/2026OneAscent Financial Services LLC3,331$288K0.0%N/A0.001%
8/11/2026Allworth Financial LP17,504$1.51M0.0%N/A0.008%
8/11/2026B. Metzler seel. Sohn & Co. AG75,096$6.49M0.1%N/A0.033%
8/11/2026Ninepoint Partners LP17,684$1.53M0.1%N/A0.008%
8/11/2026PCM Encore LLC2,907$251K0.0%N/A0.001%
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8/11/2026Vise Technologies Inc.15,956$1.38M0.0%N/A0.007%
8/11/2026Uptick Partners LLC3,648$315K0.0%N/A0.002%
8/10/2026Johnson Financial Group Inc.29,898$2.58M0.1%N/A0.013%
8/10/2026West Family Investments Inc.3,533$305K0.1%N/A0.002%
8/10/2026Knuff & Co LLC350$30K0.0%N/A0.000%
8/10/2026Great Lakes Advisors LLC39,695$3.43M0.0%N/A0.017%
8/10/2026Danske Bank A S2,500$216K0.0%N/A0.001%
8/8/2026Oxbow Advisors LLC48,457$4.19M0.3%N/A0.021%
8/8/2026Wealthfront Advisers LLC155,116$13.41M0.0%N/A0.067%
8/8/2026Forge Financial Services LLC2,422$209K0.0%N/A0.001%


EVRG Institutional Ownership - Frequently Asked Questions

During the previous two years, 863 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 760 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 26,869,857 shares in the last 24 months. This purchase volume represents approximately $2.11B in transactions.

Of the 294 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 80,755,052 shares in the last 24 months. This volume of shares sold represents approximately $6.01B in transactions.


Related Companies

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 10/2/2026. New 13F filings are added each quarter as they're published.
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