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Evergy (EVRG) Institutional Ownership

Evergy logo
$83.15 +0.29 (+0.35%)
Closing price 10/21/2026 04:00 PM Eastern
Extended Trading
$82.80 -0.35 (-0.42%)
As of 04:58 AM 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)
498
Total
Institutional Inflows
(last 12 months)
$2.01B
Number of
Institutional Sellers
(last 12 months)
293
Total
Institutional Outflows
(last 12 months)
$6.00B
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Skip Chart & View Institutional Buying and Selling Data

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
10/21/2026Crossmark Global Holdings Inc.8,614$676K0.0%-7.0%0.004%
10/21/2026 Sowell Financial Services LLC3,658$287K0.0%-3.7%0.002%
10/21/2026 Nisa Investment Advisors LLC68,113$5.34M0.0%-2.6%0.030%
10/20/2026 Prime Capital Investment Advisors LLC6,935$544K0.0%+8.0%0.003%
10/20/2026 CWA Asset Management Group LLC4,046$317K0.0%+7.9%0.002%
10/20/2026 CFS Investment Advisory Services LLC2,988$240K0.0%-6.5%0.001%
10/20/2026 Retirement Planning Group LLC26,991$2.12M0.0%+13.8%0.012%
10/19/2026 Prairie Advisory LLC11,534$905K0.1%+100.2%0.005%
10/19/2026 LexAurum Advisors LLC4,525$355K0.0%-7.5%0.002%
10/17/2026 IFP Advisors Inc2,493$196K0.0%-10.3%0.001%
10/17/2026 AlphaStar Capital Management LLC7,213$566K0.0%+28.7%0.003%
10/16/2026 TD Waterhouse Canada Inc.2,609$206K0.0%+83.3%0.001%
10/16/2026 Goelzer Investment Management Inc.14,615$1.15M0.0%+1.1%0.006%
10/16/2026 Iams Wealth Management LLC16,172$1.27M0.4%+11.1%0.007%
10/16/2026 NFSG Corp9,598$753K0.1%-2.3%0.004%
10/15/2026 V Square Quantitative Management LLC8,393$658K0.1%+6.6%0.004%
10/15/2026 Assenagon Asset Management S.A.169,200$13.27M0.0%+152.7%0.073%
10/15/2026 State of Alaska Department of Revenue82,215$6.45M0.1%+91.4%0.036%
10/15/2026 Fortitude Family Office LLC405$32K0.0%+139.6%0.000%
10/14/2026 First Citizens Bank & Trust Co.161,646$12.68M0.2%-14.3%0.070%
10/14/2026 B. Riley Wealth Advisors Inc.5,885$462K0.0%-10.8%0.003%
10/14/2026 Krilogy Financial LLC7,174$585K0.0%+9.0%0.003%
10/14/2026 Affinity Capital Advisors LLC2,861$232K0.0%N/A0.001%
10/13/2026 Forvis Mazars Wealth Advisors LLC5,910$464K0.0%-27.9%0.003%
10/13/2026 NorthCrest Asset Manangement LLC4,444$358K0.0%N/A0.002%
10/10/2026 Schaper Benz & Wise Investment Counsel Inc. WI138,600$10.87M0.7%-0.6%0.060%
10/9/2026 Sound Income Strategies LLC6,060$488K0.0%-17.9%0.003%
10/9/2026 Wedmont Private Capital6,400$515K0.0%+15.1%0.003%
10/8/2026 Davis Capital Management20,446$1.60M1.0%-0.9%0.009%
10/8/2026 Farther Finance Advisors LLC13,447$1.06M0.0%+1.8%0.006%
10/8/2026 Gradient Investments LLC4,211$330K0.0%+12.2%0.002%
10/7/2026 Elevation Wealth Partners LLC582$46K0.0%+209.6%0.000%
10/6/2026 Moody National Bank Trust Division9,345$733K0.1%+4.6%0.004%
10/5/2026 Rockland Trust Co.5,040$395K0.0%-46.0%0.002%
10/5/2026 MassMutual Private Wealth & Trust FSB3,560$279K0.0%+4.8%0.002%
10/2/2026 CX Institutional3,896$306K0.0%+4.5%0.002%
10/2/2026 GoalVest Advisory LLC2,844$223K0.0%-54.8%0.001%
10/2/2026 Versant 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%
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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%
9/9/2026 IFP 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%
8/23/2026 Wedmont Private Capital5,562$477K0.0%+11.5%0.002%
8/23/2026HB Wealth Management LLC16,629$1.44M0.0%+36.4%0.007%
8/23/2026 Gibson 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%
8/22/2026 Retirement Wealth Solutions LLC1,413$122K0.1%+2,469.1%0.001%
8/22/2026 Concurrent 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%
8/20/2026 First PREMIER Bank33,674$2.91M0.4%-1.1%0.015%
8/20/2026Headlands Technologies LLC15,598$1.35M0.1%-47.0%0.007%
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%
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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%


EVRG Institutional Ownership - Frequently Asked Questions

During the previous two years, 864 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. ($2.32M), 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 25,533,651 shares in the last 24 months. This purchase volume represents approximately $2.01B in transactions.

Of the 292 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 80,660,687 shares in the last 24 months. This volume of shares sold represents approximately $6.00B 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 10/21/2026. New 13F filings are added each quarter as they're published.
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