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Evergy (EVRG) Institutional Ownership

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$71.76 +0.41 (+0.57%)
Closing price 04:00 PM Eastern
Extended Trading
$71.16 -0.60 (-0.84%)
As of 05:36 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 Polygon.io. 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)
540
Total
Institutional Inflows
(last 12 months)
$2.84B
Number of
Institutional Sellers
(last 12 months)
314
Total
Institutional Outflows
(last 12 months)
$3.38B
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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
9/15/2025 Migdal Insurance & Financial Holdings Ltd.690$48K0.0%N/A0.000%
9/12/2025 Valeo Financial Advisors LLC5,007$345K0.0%+13.4%0.002%
9/4/2025 Osaic Holdings Inc.43,143$2.98M0.0%+17.6%0.019%
8/27/2025 Orion Porfolio Solutions LLC62,838$4.33M0.0%+24.7%0.027%
8/25/2025 Neuberger Berman Group LLC123,335$8.50M0.0%+9.5%0.054%
8/20/2025 Kentucky Retirement Systems14,267$983K0.0%-6.1%0.006%
8/20/2025 Kentucky Retirement Systems Insurance Trust Fund6,055$417K0.0%-6.5%0.003%
8/20/2025 Coppell Advisory Solutions LLC7,399$505K0.1%-11.5%0.003%
8/19/2025 B. Riley Wealth Advisors Inc.8,478$584K0.0%N/A0.004%
8/19/2025 Advisory Services Network LLC18,821$1.33M0.0%+85.6%0.008%
8/19/2025 State of Wyoming2,832$195K0.0%-49.3%0.001%
8/18/2025 Hudson Bay Capital Management LP334,248$23.04M0.1%-9.9%0.145%
8/18/2025 Geneos Wealth Management Inc.4,250$293K0.0%+8.3%0.002%
8/18/2025 CYBER HORNET ETFs LLC607$42K0.0%N/A0.000%
8/16/2025 Public Sector Pension Investment Board47,314$3.26M0.0%-23.1%0.021%
8/16/2025 Evergreen Capital Management LLC9,070$625K0.0%+5.3%0.004%
8/15/2025 CANADA LIFE ASSURANCE Co112,579$7.77M0.0%+1.2%0.049%
8/15/2025 Tower Research Capital LLC TRC 2,558$176K0.0%-87.5%0.001%
8/15/2025 MUFG Securities EMEA plc678$47K0.0%N/A0.000%
8/15/2025 Corient Private Wealth LLC49,453$3.41M0.0%+0.9%0.021%
8/15/2025 Captrust Financial Advisors575,954$39.70M0.1%-49.5%0.250%
8/15/2025 Prevail Innovative Wealth Advisors LLC10,746$741K0.2%N/A0.005%
8/15/2025 BROOKFIELD Corp ON 430,057$29.64M0.0%N/A0.187%
8/15/2025 Vident Advisory LLC8,107$559K0.0%-50.5%0.004%
8/15/2025 Wasatch Advisors LP67,280$4.64M0.0%+6.4%0.029%
8/15/2025 Two Sigma Securities LLC10,333$712K0.1%+186.2%0.004%
8/15/2025 Tidal Investments LLC15,792$1.09M0.0%+4.8%0.007%
8/15/2025 Smartleaf Asset Management LLC1,532$105K0.0%-39.8%0.001%
8/15/2025 Rafferty Asset Management LLC24,728$1.71M0.0%+19.5%0.011%
8/15/2025 Orion Porfolio Solutions LLC2,259$156K0.0%-95.5%0.001%
8/15/2025 MML Investors Services LLC30,767$2.12M0.0%+349.9%0.013%
8/15/2025 Meiji Yasuda Asset Management Co Ltd.4,946$341K0.0%-35.6%0.002%
8/15/2025 Modern Wealth Management LLC7,778$536K0.0%+27.5%0.003%
8/15/2025 Lazard Asset Management LLC11,500$792K0.0%-23.6%0.005%
8/15/2025 LMR Partners LLP22,916$1.58M0.0%-99.9%0.010%
8/15/2025 Hudson Bay Capital Management LP334,248$23.04M0.1%-9.9%0.145%
8/15/2025 IHT Wealth Management LLC20,528$1.42M0.0%+1.0%0.009%
8/15/2025 EP Wealth Advisors LLC9,444$651K0.0%+22.7%0.004%
8/15/2025 Energy Income Partners LLC1,085,254$74.81M1.5%+35.0%0.472%
8/15/2025 Benjamin Edwards Inc.6,821$470K0.0%-9.8%0.003%
8/15/2025 BI Asset Management Fondsmaeglerselskab A S10,957$755K0.0%-5.7%0.005%
8/15/2025 BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp36,185$2.50M0.0%-17.7%0.016%
8/15/2025 BTG Pactual Asset Management US LLC39,144$2.70M0.3%N/A0.017%
8/15/2025 Brevan Howard Capital Management LP61,486$4.24M0.0%+6.3%0.027%
8/15/2025 Balyasny Asset Management L.P.533,031$36.74M0.1%-55.1%0.232%
8/15/2025 Adage Capital Partners GP L.L.C.210,782$14.53M0.0%+0.4%0.092%
8/15/2025 Ameriprise Financial Inc.202,350$13.95M0.0%-2.1%0.088%
8/15/2025 AQR Capital Management LLC1,367,690$93.33M0.1%-7.7%0.594%
8/14/2025 California State Teachers Retirement System274,528$18.92M0.0%-0.3%0.119%
8/14/2025 Raymond James Financial Inc.924,729$63.74M0.0%+34.6%0.402%
8/14/2025 Occudo Quantitative Strategies LP6,227$429K0.0%N/A0.003%
8/14/2025 Quantinno Capital Management LP269,377$18.57M0.1%+39.9%0.117%
8/14/2025 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.378,421$26.08M0.1%+39.3%0.164%
8/14/2025 Lavaca Capital LLC192,800$13.29M0.4%N/A0.084%
8/14/2025 Alliancebernstein L.P.400,335$27.60M0.0%-3.7%0.174%
8/14/2025 Decade Renewable Partners LP57,835$3.99M3.2%-26.6%0.025%
8/14/2025 HUB Investment Partners LLC70,955$4.89M0.2%-1.7%0.031%
8/14/2025 Treasurer of the State of North Carolina651,157$44.88M0.1%+122.2%0.283%
8/14/2025 The Manufacturers Life Insurance Company 722,434$49.80M0.0%-0.5%0.314%
8/14/2025 FAS Wealth Partners Inc.6,413$442K0.0%+2.4%0.003%
8/14/2025 Sei Investments Co.333,511$22.99M0.0%-31.2%0.145%
8/14/2025 NewEdge Advisors LLC14,515$1.00M0.0%+3.2%0.006%
8/14/2025 Investment Management Corp of Ontario121,751$8.39M0.1%+4.9%0.053%
8/14/2025 CoreFirst Bank & Trust10,327$712K0.4%+56.1%0.004%
8/14/2025 SVB Wealth LLC13,987$964K0.1%+895.5%0.006%
8/14/2025 Ossiam92,418$6.37M0.1%N/A0.040%
8/14/2025 Bank of Nova Scotia31,146$2.15M0.0%+23.1%0.014%
8/14/2025 Baker Avenue Asset Management LP3,601$248K0.0%+7.0%0.002%
8/14/2025 California Public Employees Retirement System842,921$58.10M0.0%-15.4%0.366%
8/14/2025 Cary Street Partners Financial LLC61,414$4.23M0.1%+8.5%0.027%
8/14/2025 Cerity Partners LLC124,624$8.59M0.0%-48.4%0.054%
8/14/2025 Federated Hermes Inc.3,685,142$254.02M0.5%+8.7%1.601%
8/13/2025 Gabelli Funds LLC1,085,506$74.82M0.5%+0.6%0.472%
8/13/2025 Gamco Investors INC. ET AL297,947$20.54M0.2%+3.5%0.129%
8/13/2025 Cary Street Partners Investment Advisory LLC832$57K0.0%+70.5%0.000%
8/13/2025 Quantum Portfolio Management LLC4,328$298K0.1%N/A0.002%
8/13/2025 Cresset Asset Management LLC5,111$352K0.0%-28.8%0.002%
8/13/2025 Brown Advisory Inc.2,999$207K0.0%N/A0.001%
8/13/2025 Amundi172,934$11.93M0.0%+23.3%0.075%
8/13/2025 Marshall Wace LLP3,439$237K0.0%N/A0.001%
8/13/2025 Baird Financial Group Inc.39,741$2.74M0.0%+3.8%0.017%
8/13/2025 First Trust Advisors LP2,029,432$139.89M0.1%-2.3%0.882%
8/13/2025 Guggenheim Capital LLC228,420$15.75M0.1%-1.0%0.099%
8/13/2025 Systematic Financial Management LP8,235$568K0.0%N/A0.004%
8/13/2025 1832 Asset Management L.P.26,407$1.82M0.0%+9.1%0.011%
8/13/2025 WCG Wealth Advisors LLC11,300$779K0.1%N/A0.005%
8/13/2025 Beacon Pointe Advisors LLC3,301$228K0.0%+7.4%0.001%
8/13/2025 M&T Bank Corp171,546$11.82M0.0%+0.8%0.075%
8/13/2025 Brandes Investment Partners LP1,076,140$74.18M0.7%+1.0%0.468%
8/13/2025 Panagora Asset Management Inc.32,145$2.22M0.0%+486.8%0.014%
8/13/2025 Smith Moore & CO.10,443$720K0.1%+3.0%0.005%
8/13/2025 Lido Advisors LLC20,045$1.38M0.0%-10.1%0.009%
8/13/2025 New York State Common Retirement Fund400,450$27.60M0.0%+1.3%0.174%
8/13/2025 Schroder Investment Management Group39,636$2.73M0.0%-1.7%0.017%
8/13/2025 Mackenzie Financial Corp138,888$9.57M0.0%-66.4%0.060%
8/13/2025 Neuberger Berman Group LLC123,335$8.50M0.0%+9.5%0.054%
8/13/2025 F m Investments LLC24,710$1.70M0.1%+6.3%0.011%
8/13/2025 WealthTrust Axiom LLC28,479$1.96M0.6%-4.6%0.012%
8/13/2025 Hsbc Holdings PLC842,297$58.04M0.0%+39.2%0.366%
8/13/2025 Grantham Mayo Van Otterloo & Co. LLC16,973$1.17M0.0%+57.8%0.007%
(Data available from 1/1/2016 forward)

EVRG Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of EVRG shares?

During the previous two years, 788 institutional investors and hedge funds held shares of Evergy. The most heavily invested institutionals were Vanguard Group Inc. ($2.13B), State Street Corp ($1.02B), Geode Capital Management LLC ($429.68M), Franklin Resources Inc. ($400.28M), Invesco Ltd. ($272.72M), Federated Hermes Inc. ($254.02M), and Zimmer Partners LP ($228.31M).Learn more on Evergy's institutional investors.

What percentage of Evergy's stock is owned by institutional investors?

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

Which institutional investors have been buying Evergy's stock?

Of the 707 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), Point72 Asset Management L.P. ($3.88M), Nuveen LLC ($3.08M), Vanguard Group Inc. ($2.62M), Assenagon Asset Management S.A. ($2.22M), Magellan Asset Management Ltd ($2.21M), and Manning & Napier Advisors LLC ($2.12M).

How much institutional buying is happening at Evergy?

Institutional investors have bought a total of 43,723,511 shares in the last 24 months. This purchase volume represents approximately $2.84B in transactions.

Which of Evergy's major shareholders have been selling company stock?

Of the 314 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: LMR Partners LLP ($20.00M), UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC ($3.19M), Pathway Financial Advisers LLC ($2.50M), Zimmer Partners LP ($2.14M), Manning & Napier Advisors LLC ($2.03M), Deutsche Bank AG ($1.76M), and Cohen & Steers Inc. ($1.10M).

How much institutional selling is happening at Evergy?

Institutional investors have sold a total of 50,633,851 shares in the last 24 months. This volume of shares sold represents approximately $3.38B in transactions.


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This page (NASDAQ:EVRG) was last updated on 9/17/2025 by MarketBeat.com Staff
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