Evergy (EVRG) Institutional Ownership

$56.75

+0.42 (+0.75%)

(As of 07/26/2024 ET)

Current Institutional Ownership Percentage: 87.24%
Number of Institutional Buyers (last 12 months): 364
Total Institutional Inflows (last 12 months): $1.69B

Number of Institutional Sellers (last 12 months): 258
Total Institutional Outflows (last 12 months): $1.25B

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EVRG Institutional Buying and Selling by Quarter

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Evergy Major Shareholders & Ownership History

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Reporting Date	Major Shareholder Name	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
7/27/2024	HB Wealth Management LLC	6,978	$370K	0.0%	+21.9%	0.003%
7/26/2024	Cambridge Investment Research Advisors Inc.	49,667	$2.63M	0.0%	-5.6%	0.022%
7/26/2024	Allspring Global Investments Holdings LLC	30,413	$1.61M	0.0%	-6.9%	0.013%
7/26/2024	State of Michigan Retirement System	72,481	$3.84M	0.0%	+1.7%	0.032%
7/26/2024	Bailard Inc.	37,940	$2.01M	0.1%	+750.7%	0.017%
7/26/2024	Bank of New York Mellon Corp	2,779,801	$147.25M	0.0%	-0.7%	1.209%
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7/25/2024	Spirit of America Management Corp NY	2,900	$154K	0.0%	+56.8%	0.001%
7/24/2024	New York State Teachers Retirement System	255,912	$13.56M	0.0%	-7.0%	0.111%
7/24/2024	Louisiana State Employees Retirement System	13,000	$689K	0.0%	-3.0%	0.006%
7/23/2024	Trust Co of Kansas	7,521	$398K	0.2%	-23.7%	0.003%
7/23/2024	LaFleur & Godfrey LLC	12,292	$651K	0.1%	-2.3%	0.005%
7/23/2024	PSI Advisors LLC	999	$53K	0.0%	+99.8%	0.000%
7/23/2024	Rockland Trust Co.	16,214	$859K	0.0%	+2.5%	0.007%
7/22/2024	Summit Global Investments	130,966	$6.94M	0.5%	+13.9%	0.057%
7/22/2024	Chevy Chase Trust Holdings LLC	125,518	$6.65M	0.0%	-1.5%	0.055%
7/22/2024	SeaCrest Wealth Management LLC	16,625	$881K	0.1%	-1.9%	0.007%
7/22/2024	Pallas Capital Advisors LLC	8,400	$463K	0.0%	N/A	0.004%
7/20/2024	First Horizon Advisors Inc.	1,160	$61K	0.0%	+34.1%	0.001%
7/20/2024	Nisa Investment Advisors LLC	78,862	$4.18M	0.0%	+8.3%	0.034%
7/20/2024	Hennion & Walsh Asset Management Inc.	7,738	$410K	0.0%	-41.0%	0.003%
7/19/2024	Leeward Investments LLC MA	163,965	$8.69M	0.4%	-4.3%	0.071%
7/19/2024	Financial Partners Group Inc	18,496	$980K	0.2%	+11.2%	0.008%
7/19/2024	Raymond James & Associates	52,348	$2.77M	0.0%	+2.0%	0.023%
7/19/2024	Sumitomo Mitsui Trust Holdings Inc.	500,923	$26.53M	0.0%	-8.6%	0.218%
7/18/2024	Brookstone Capital Management	26,870	$1.49M	0.0%	+12.2%	0.012%
7/18/2024	Blue Trust Inc.	1,483	$79K	0.0%	+16.3%	0.001%
7/18/2024	Assenagon Asset Management S.A.	26,589	$1.41M	0.0%	-96.6%	0.012%
7/17/2024	Brookmont Capital Management	18,921	$1.00M	0.5%	-4.4%	0.008%
7/17/2024	First PREMIER Bank	36,007	$1.91M	0.5%	-2.4%	0.016%
7/17/2024	Wedge Capital Management L L P NC	260,331	$13.79M	0.2%	+8.0%	0.113%
7/17/2024	Midwest Financial Group LLC	10,555	$559K	0.4%	-2.2%	0.005%
7/16/2024	Envestnet Portfolio Solutions Inc.	14,778	$783K	0.0%	+3.8%	0.006%
7/16/2024	GPS Wealth Strategies Group LLC	1,705	$90K	0.0%	+12.3%	0.001%
7/16/2024	V Square Quantitative Management LLC	4,611	$244K	0.0%	+11.6%	0.002%
7/16/2024	Community Bank of Raymore	31,551	$1.67M	1.3%	-21.6%	0.014%
7/16/2024	Wealth Enhancement Advisory Services LLC	19,944	$1.06M	0.0%	+21.7%	0.009%
7/15/2024	Securian Asset Management Inc.	13,131	$696K	0.0%	-2.7%	0.006%
7/15/2024	Czech National Bank	43,815	$2.32M	0.0%	+8.4%	0.019%
7/13/2024	Retirement Planning Group LLC	24,346	$1.29M	0.1%	+12.0%	0.011%
7/12/2024	Gateway Investment Advisers LLC	55,785	$2.96M	0.0%	-35.7%	0.024%
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7/12/2024	SG Americas Securities LLC	114,632	$6.07M	0.0%	+226.5%	0.050%
7/12/2024	QRG Capital Management Inc.	47,895	$2.54M	0.0%	+5.8%	0.021%
7/12/2024	Lion Street Advisors LLC	12,131	$643K	0.2%	-2.9%	0.005%
7/11/2024	Manning & Napier Advisors LLC	2,123,156	$112.46M	1.3%	N/A	0.923%
7/10/2024	Advocate Group LLC	114,669	$6.07M	1.2%	+2.2%	0.050%
7/10/2024	Albion Financial Group UT	13,183	$698K	0.1%	-18.0%	0.006%
7/10/2024	Cullinan Associates Inc.	22,803	$1.21M	0.1%	-13.6%	0.010%
7/10/2024	Atwood & Palmer Inc.	1,269	$67K	0.0%	+48.4%	0.001%
7/10/2024	Gulf International Bank UK Ltd	18,791	$995K	0.0%	-1.8%	0.008%
7/10/2024	CWM LLC	315,455	$16.71M	0.1%	+0.5%	0.137%
7/10/2024	AMF Tjanstepension AB	498,730	$26.42M	0.2%	N/A	0.217%
7/8/2024	Quent Capital LLC	3,508	$186K	0.0%	+9.5%	0.002%
7/8/2024	Bank & Trust Co	4,406	$233K	0.2%	N/A	0.002%
7/8/2024	Beach Investment Counsel Inc. PA	873	$46K	0.0%	N/A	0.000%
7/5/2024	Thurston Springer Miller Herd & Titak Inc.	1,061	$56K	0.0%	N/A	0.000%
7/3/2024	Moody National Bank Trust Division	9,185	$487K	0.0%	+4.8%	0.004%
7/2/2024	GAMMA Investing LLC	8,627	$457K	0.1%	+69.1%	0.004%
6/11/2024	EverSource Wealth Advisors LLC	614	$32K	0.0%	-38.5%	0.000%
6/6/2024	Westwood Holdings Group Inc.	6,076	$324K	0.0%	+8.3%	0.003%
6/4/2024	DekaBank Deutsche Girozentrale	18,435	$976K	0.0%	-52.2%	0.008%
5/29/2024	Pathway Financial Advisers LLC	33,979	$1.81M	0.7%	N/A	0.015%
5/29/2024	Soltis Investment Advisors LLC	47,882	$2.56M	0.3%	+3.8%	0.021%
5/28/2024	Verity Asset Management Inc.	6,633	$354K	0.2%	+53.1%	0.003%
5/28/2024	Teachers Retirement System of The State of Kentucky	18,774	$1.00M	0.0%	-4.9%	0.008%
5/24/2024	Cetera Advisors LLC	15,522	$829K	0.0%	+60.4%	0.007%
5/24/2024	Cetera Investment Advisers	51,538	$2.75M	0.0%	+66.3%	0.022%
5/17/2024	Yaupon Capital Management LP	573,710	$30.63M	1.5%	+136.3%	0.250%
5/17/2024	Zimmer Partners LP	2,326,385	$124.18M	2.7%	+781.4%	1.012%
5/17/2024	Garner Asset Management Corp	5,825	$311K	0.2%	+8.3%	0.003%
5/17/2024	Coppell Advisory Solutions Corp.	12,574	$671K	0.1%	N/A	0.005%
5/16/2024	Redwood Investment Management LLC	42,168	$2.25M	0.2%	+13.2%	0.018%
5/16/2024	California State Teachers Retirement System	309,114	$16.50M	0.0%	-3.6%	0.134%
5/16/2024	BTG Pactual Global Asset Management Ltd	112,776	$6.02M	1.0%	-11.3%	0.049%
5/16/2024	Bayesian Capital Management LP	16,900	$902K	0.1%	-41.5%	0.007%
5/16/2024	Captrust Financial Advisors	608,862	$32.50M	0.1%	+23.5%	0.265%
5/15/2024	Public Employees Retirement System of Ohio	98,966	$5.28M	0.0%	-7.4%	0.043%
5/15/2024	Public Employees Retirement Association of Colorado	23,883	$1.28M	0.0%	-11.7%	0.010%
5/15/2024	Energy Income Partners LLC	1,107,443	$59.12M	1.2%	+10.8%	0.482%
5/15/2024	Kentucky Retirement Systems Insurance Trust Fund	7,581	$405K	0.0%	-7.4%	0.003%
5/15/2024	Kentucky Retirement Systems	17,446	$931K	0.0%	-5.1%	0.008%
5/15/2024	CoreFirst Bank & Trust	9,590	$512K	0.3%	-24.3%	0.004%
5/15/2024	Price T Rowe Associates Inc. MD	1,635,174	$87.29M	0.0%	-61.1%	0.711%
5/15/2024	BOKF NA	28,091	$1.48M	0.0%	+16.1%	0.012%
5/15/2024	Steel Grove Capital Advisors LLC	30,063	$1.61M	0.0%	+371.2%	0.013%
5/15/2024	1832 Asset Management L.P.	29,492	$1.57M	0.0%	-3.7%	0.013%
5/15/2024	Quadrature Capital Ltd	5,377	$287K	0.0%	-84.8%	0.002%
5/15/2024	Huber Capital Management LLC	14,148	$755K	0.2%	-9.9%	0.006%
5/15/2024	Gabelli Funds LLC	1,262,307	$67.38M	0.5%	-5.2%	0.549%
5/15/2024	Keeley Teton Advisors LLC	37,950	$2.03M	0.2%	+0.6%	0.017%
5/15/2024	Gamco Investors INC. ET AL	330,805	$17.66M	0.2%	-2.4%	0.144%
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5/14/2024	Westwood Holdings Group Inc.	6,076	$324K	0.0%	+8.3%	0.003%
5/14/2024	Toronto Dominion Bank	71,537	$3.82M	0.0%	-44.6%	0.031%
5/14/2024	DC Investments Management LLC	29,492	$1.57M	1.3%	N/A	0.013%
5/14/2024	Advisors Asset Management Inc.	21,507	$1.15M	0.0%	-4.3%	0.009%
5/14/2024	CreativeOne Wealth LLC	10,353	$553K	0.0%	+18.1%	0.005%
5/14/2024	Delap Wealth Advisory LLC	4,756	$254K	0.1%	N/A	0.002%
5/14/2024	Shell Asset Management Co.	16,748	$894K	0.0%	-46.8%	0.007%
5/14/2024	Crewe Advisors LLC	1,002	$53K	0.0%	N/A	0.000%
5/14/2024	Ossiam	150,400	$8.03M	0.1%	N/A	0.065%
5/14/2024	Natixis	180,541	$9.64M	0.1%	+312.9%	0.079%

(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, 657 institutional investors and hedge funds held shares of Evergy. The most heavily invested institutionals were Vanguard Group Inc. ($1.66B), Scissortail Wealth Management LLC ($1.04B), BlackRock Inc. ($1.03B), State Street Corp ($813.09M), Geode Capital Management LLC ($305.16M), Invesco Ltd. ($272.72M), and Franklin Resources Inc. ($264.10M).Learn more on EVRG's institutional investors.
What percentage of Evergy stock is owned by institutional investors?: 87.24% of Evergy stock is owned by institutional investors. Learn more on EVRG's institutional investor holdings.
Which institutional investors have been buying Evergy stock?: Of the 564 institutional investors that purchased Evergy stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Point72 Asset Management L.P. ($3.61M), Federated Hermes Inc. ($2.93M), Zimmer Partners LP ($2.45M), Manning & Napier Advisors LLC ($2.12M), Vanguard Group Inc. ($1.87M), Manning & Napier Group LLC ($1.84M), and Balyasny Asset Management L.P. ($1.72M).

How much institutional buying is happening at Evergy?: Institutional investors have bought a total of 55,700,655 shares in the last 24 months. This purchase volume represents approximately $3.17B in transactions.
Which Evergy major shareholders have been selling company stock?: Of the 380 institutional investors that sold Evergy stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: FMR LLC ($3.48M), Price T Rowe Associates Inc. MD ($2.56M), Capital International Investors ($2.55M), Magellan Asset Management Ltd ($1.55M), JPMorgan Chase & Co. ($1.55M), Assenagon Asset Management S.A. ($1.49M), and Cohen & Steers Inc. ($1.43M).
How much institutional selling is happening at Evergy?: Institutional investors have sold a total of 40,215,115 shares in the last 24 months. This volume of shares sold represents approximately $2.30B in transactions.