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Evergy (EVRG) Institutional Ownership

Evergy logo
$83.13 -0.30 (-0.36%)
As of 01:50 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)
562
Total
Institutional Inflows
(last 12 months)
$2.18B
Number of
Institutional Sellers
(last 12 months)
353
Total
Institutional Outflows
(last 12 months)
$7.87B
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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
5/12/2026Magellan 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%
5/8/2026 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%
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%
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%
4/25/2026 Keybank National Association OH15,104$1.24M0.0%-12.7%0.007%
4/24/2026 Root Financial Partners LLC1,004$82K0.0%+59.1%0.000%
4/24/2026 CHICAGO TRUST Co NA2,656$218K0.0%N/A0.001%
4/24/2026 IFM Investors Pty Ltd51,209$4.20M0.0%+3.9%0.022%
4/23/2026 Caliber Wealth Management LLC KS2,567$210K0.0%N/A0.001%
4/23/2026 Pathway Financial Advisers LLC43,802$3.59M1.0%+0.8%0.019%
4/23/2026 Inspire Investing LLC26,152$2.14M0.2%-2.7%0.011%
4/23/2026 Apollon Wealth Management LLC4,108$337K0.0%+6.0%0.002%
4/22/2026 Patton Fund Management Inc.29,007$2.38M0.4%-62.8%0.013%
4/22/2026 Janney Montgomery Scott LLC16,189$1.33M0.0%+23.3%0.007%
4/22/2026 Midwest Financial Group LLC2,536$208K0.1%N/A0.001%
4/22/2026 Trilogy Capital Inc.47,085$3.86M0.2%-1.6%0.020%
4/22/2026 Sterling Capital Management LLC8,558$701K0.0%-54.8%0.004%
4/22/2026 Ground Swell Capital LLC9,741$798K1.6%N/A0.004%
4/22/2026 Venturi Wealth Management LLC3,633$298K0.0%N/A0.002%
4/21/2026 Welch Group LLC2,601$213K0.0%N/A0.001%
4/21/2026 Aaron Wealth Advisors LLC5,136$421K0.0%-24.2%0.002%
4/21/2026 Louisiana State Employees Retirement System11,700$958K0.0%N/A0.005%
4/20/2026 Kestra Private Wealth Services LLC8,281$678K0.0%+30.4%0.004%
4/20/2026 Ritholtz Wealth Management5,090$417K0.0%+18.2%0.002%
4/20/2026 Blue Trust Inc.1,284$105K0.0%-9.4%0.001%
4/20/2026 First PREMIER Bank34,047$2.79M0.6%-2.4%0.015%
4/20/2026 Fifth Third Wealth Advisors LLC2,964$243K0.0%N/A0.001%
4/20/2026 Assenagon Asset Management S.A.75,803$6.21M0.0%-37.9%0.033%
4/20/2026 Miller Howard Investments Inc. NY22,770$1.87M0.1%+8.4%0.010%
4/18/2026 Community Bank of Raymore29,914$2.45M1.6%+3.7%0.013%
4/18/2026 Cidel Asset Management Inc.2,596$213K0.0%N/A0.001%
4/18/2026 Leeward Investments LLC MA150,816$12.36M0.6%-3.3%0.065%
4/18/2026 Guyasuta Investment Advisors Inc.2,739$224K0.0%-12.1%0.001%
4/17/2026 Krilogy Financial LLC6,536$536K0.0%+23.1%0.003%
4/17/2026 First National Bank Sioux Falls2,691$221K0.1%N/A0.001%
4/17/2026 SVB Wealth LLC51,775$4.24M0.3%+69.4%0.022%
4/17/2026 Brookstone Capital Management28,206$2.31M0.0%+9.2%0.012%
4/16/2026 SG Americas Securities LLC171,773$14.07M0.0%+75.8%0.075%


EVRG Institutional Ownership - Frequently Asked Questions

During the previous two years, 860 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 ($5.04M), Nuveen LLC ($3.08M), Zimmer Partners LP ($2.49M), Magellan Asset Management Ltd ($2.29M), Assenagon Asset Management S.A. ($2.22M), Manning & Napier Advisors LLC ($2.12M), and Truist Financial Corp ($1.83M).

Institutional investors have bought a total of 30,185,541 shares in the last 24 months. This purchase volume represents approximately $2.18B in transactions.

Of the 351 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), UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC ($3.83M), Ameritas Investment Partners Inc. ($2.42M), and Assenagon Asset Management S.A. ($1.81M).

Institutional investors have sold a total of 107,771,618 shares in the last 24 months. This volume of shares sold represents approximately $7.85B in transactions.


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This page (NASDAQ:EVRG) was last updated on 5/12/2026 by MarketBeat.com Staff.
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