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Evergy (EVRG) Institutional Ownership

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$64.25 +1.23 (+1.95%)
Closing price 04:00 PM Eastern
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$63.82 -0.43 (-0.66%)
As of 05:35 PM 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)
362
Total
Institutional Inflows
(last 12 months)
$2.29B
Number of
Institutional Sellers
(last 12 months)
235
Total
Institutional Outflows
(last 12 months)
$1.40B
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EVRG Institutional Buying and Selling by Quarter

Evergy Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
1/30/2025Asset Management One Co. Ltd.92,208$5.69M0.0%-2.4%0.040%
1/30/2025Pathway Financial Advisers LLC42,868$2.64M0.9%-98.3%0.019%
1/29/2025Naples Global Advisors LLC5,613$345K0.0%-3.0%0.002%
1/29/2025Van ECK Associates Corp116,709$7.18M0.0%+8.5%0.051%
1/29/2025Allspring Global Investments Holdings LLC60,494$3.73M0.0%+102.1%0.026%
1/29/2025Kentucky Trust Co4,609$284K0.2%N/A0.002%
1/29/2025Louisiana State Employees Retirement System12,400$763K0.0%-3.9%0.005%
1/29/2025Quent Capital LLC3,692$227K0.0%+4.6%0.002%
1/29/2025Summit Trail Advisors LLC6,915$426K0.0%+46.5%0.003%
1/29/2025Soltis Investment Advisors LLC58,017$3.57M0.3%+5.8%0.025%
1/29/2025Savant Capital LLC60,494$3.72M0.0%+2.2%0.026%
1/28/2025 Legacy Financial Strategies LLC3,831$236K0.1%N/A0.002%
1/28/2025 Miller Howard Investments Inc. NY11,741$723K0.0%+1.4%0.005%
1/28/2025 AlphaStar Capital Management LLC8,255$508K0.1%+31.4%0.004%
1/28/2025 Empowered Funds LLC3,890$239K0.0%+6.5%0.002%
1/28/2025 Farmers & Merchants Investments Inc.33,401$2.06M0.1%+134.7%0.015%
1/28/2025 Wilmington Savings Fund Society FSB16,349$1.01M0.0%-1.5%0.007%
1/28/2025 Kingsview Wealth Management LLC3,470$214K0.0%N/A0.002%
1/28/2025 Apollon Financial LLC4,672$288K0.1%N/A0.002%
1/28/2025 Conning Inc.34,049$2.10M0.1%-0.7%0.015%
1/28/2025 Sumitomo Mitsui DS Asset Management Company Ltd49,226$3.03M0.0%+0.4%0.021%
1/28/2025 Sumitomo Mitsui Trust Group Inc.539,263$33.19M0.0%+4.6%0.234%
1/28/2025 RNC Capital Management LLC694,159$42.73M2.3%-6.1%0.302%
1/28/2025 Ledyard National Bank62,543$3.85M0.4%-6.0%0.027%
1/27/2025 State of Alaska Department of Revenue48,993$3.01M0.0%-28.5%0.021%
1/27/2025 Bleakley Financial Group LLC3,842$236K0.0%+15.3%0.002%
1/27/2025 Trilogy Capital Inc.32,988$2.03M0.1%N/A0.014%
1/27/2025 Meritage Portfolio Management75,435$4.64M0.3%-6.0%0.033%
1/27/2025 Lion Street Advisors LLC13,490$830K0.3%+11.6%0.006%
1/27/2025 Country Club Bank3,297$203K0.0%N/A0.001%
1/27/2025 Mirae Asset Global Investments Co. Ltd.23,366$1.44M0.0%+37.2%0.010%
1/27/2025 Spirit of America Management Corp NY8,100$499K0.1%+63.6%0.004%
1/27/2025 Hager Investment Management Services LLC3,320$204K0.1%N/A0.001%
1/27/2025 Yousif Capital Management LLC45,460$2.80M0.0%+2.3%0.020%
1/27/2025 Retirement Systems of Alabama49,791$3.07M0.0%-1.1%0.022%
1/27/2025 Mather Group LLC.3,231$199K0.0%+5.7%0.001%
1/27/2025 Verity Asset Management Inc.10,521$643K0.3%+11.9%0.005%
1/24/2025 abrdn plc34,490$2.11M0.0%-30.8%0.015%
1/24/2025 Jennison Associates LLC1,556,580$95.81M0.1%+10.8%0.677%
1/24/2025 Financial Partners Group Inc16,294$1.00M0.1%-8.9%0.007%
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1/24/2025 GW Henssler & Associates Ltd.362,319$22.47M1.4%-0.9%0.158%
1/24/2025 Adamsbrown Wealth Consultants LLC20,065$1.24M0.4%+1.8%0.009%
1/24/2025 SYM FINANCIAL Corp3,696$227K0.0%N/A0.002%
1/24/2025 Chicago Partners Investment Group LLC8,071$492K0.0%+4.4%0.004%
1/23/2025 Caprock Group LLC12,106$745K0.0%+10.3%0.005%
1/23/2025 Sonora Investment Management Group LLC200,231$12.32M0.9%+4.9%0.087%
1/23/2025 Manning & Napier Advisors LLC1,920,048$118.18M1.3%-6.0%0.835%
1/23/2025 Robeco Institutional Asset Management B.V.104,944$6.46M0.0%-27.5%0.046%
1/23/2025 SteelPeak Wealth LLC15,580$959K0.0%N/A0.007%
1/22/2025 Jeppson Wealth Management LLC7,574$466K0.2%-2.6%0.003%
1/22/2025 Mattern Wealth Management LLC7,910$487K0.1%-12.8%0.003%
1/22/2025 Pacer Advisors Inc.55,231$3.40M0.0%-28.2%0.024%
1/22/2025 KBC Group NV12,769$786K0.0%-40.4%0.006%
1/22/2025 Apexium Financial LP8,657$533K0.0%N/A0.004%
1/22/2025 Blue Trust Inc.2,480$154K0.0%+15.5%0.001%
1/22/2025 PFG Investments LLC4,297$264K0.0%+20.1%0.002%
1/21/2025 Advocate Group LLC132,568$8.16M1.5%+10.8%0.058%
1/21/2025 Geneos Wealth Management Inc.2,678$165K0.0%+71.3%0.001%
1/21/2025 Dynamic Advisor Solutions LLC19,455$1.20M0.1%-17.2%0.008%
1/21/2025 Fifth Third Bancorp18,831$1.16M0.0%-1.6%0.008%
1/21/2025 DGS Capital Management LLC5,794$357K0.1%+29.1%0.003%
1/21/2025 Midwest Financial Group LLC9,109$561K0.3%-2.0%0.004%
1/21/2025 Exchange Traded Concepts LLC14,045$864K0.0%-52.2%0.006%
1/21/2025 Impact Partnership Wealth LLC5,376$331K0.1%N/A0.002%
1/21/2025 Sound Income Strategies LLC216,004$13.30M0.8%+5,709.7%0.094%
1/21/2025 Cornerstone Wealth Management LLC3,451$212K0.0%-21.9%0.002%
1/21/2025 Brighton Jones LLC4,170$257K0.0%N/A0.002%
1/17/2025 Inspire Investing LLC24,295$1.50M0.2%-2.2%0.011%
1/17/2025 D.B. Root & Company LLC4,950$305K0.1%-5.7%0.002%
1/17/2025 Janney Montgomery Scott LLC10,023$617K0.0%+5.8%0.004%
1/17/2025 SG Americas Securities LLC921,546$56.72M0.2%+15,406.4%0.401%
1/17/2025 Phoenix Wealth Advisors3,336$205K0.1%-4.7%0.001%
1/17/2025 Davis Capital Management11,048$680K0.6%N/A0.005%
1/17/2025 Nisa Investment Advisors LLC88,957$5.48M0.0%+20.2%0.039%
1/17/2025 Atomi Financial Group Inc.7,089$436K0.0%+13.5%0.003%
1/16/2025 LaFleur & Godfrey LLC16,492$1.02M0.1%+11.5%0.007%
1/16/2025 MassMutual Private Wealth & Trust FSB3,586$221K0.0%-28.4%0.002%
1/16/2025 UMB Bank n.a.29,350$1.81M0.0%-11.5%0.013%
1/16/2025 Community Bank of Raymore30,914$1.90M1.5%+3.9%0.013%
1/15/2025 HB Wealth Management LLC7,944$489K0.0%+6.8%0.003%
1/15/2025 Trust Co. of Vermont1,870$115K0.0%+18.0%0.001%
1/15/2025 Trust Co of Kansas5,486$338K0.2%-26.7%0.002%
1/15/2025 Merit Financial Group LLC4,375$269K0.0%N/A0.002%
1/15/2025 Wedge Capital Management L L P NC199,158$12.26M0.2%-13.5%0.087%
1/15/2025 Wealthcare Advisory Partners LLC7,322$451K0.0%+2.5%0.003%
1/15/2025 Hennion & Walsh Asset Management Inc.10,692$658K0.0%+23.1%0.005%
1/14/2025 Foresight Capital Management Advisors Inc.42,488$2.62M1.5%+5.7%0.018%
1/14/2025 Steph & Co.9,308$573K0.2%+7.9%0.004%
1/14/2025 USA Financial Formulas1,190$73K0.0%N/A0.001%
1/14/2025 Stolper Co34,461$2.12M0.7%+1.3%0.015%
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1/14/2025 CHURCHILL MANAGEMENT Corp127,530$7.85M0.1%+7.0%0.055%
1/14/2025 Thurston Springer Miller Herd & Titak Inc.1,427$88K0.0%+33.6%0.001%
1/14/2025 Park Avenue Securities LLC7,810$481K0.0%+18.3%0.003%
1/14/2025 Assenagon Asset Management S.A.1,041,564$64.11M0.1%+43.6%0.453%
1/14/2025 Rockland Trust Co.15,985$984K0.1%-4.9%0.007%
1/14/2025 SeaCrest Wealth Management LLC13,575$836K0.1%-7.2%0.006%
1/13/2025 Pallas Capital Advisors LLC10,147$625K0.0%+5.1%0.004%
1/13/2025 Moody National Bank Trust Division11,466$706K0.1%-3.3%0.005%
1/13/2025 Wedmont Private Capital3,516$211K0.0%N/A0.002%
1/13/2025 Brookstone Capital Management28,795$1.77M0.0%+11.4%0.013%
(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, 676 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 ($1.02B), Geode Capital Management LLC ($340.13M), Franklin Resources Inc. ($330.47M), and Invesco Ltd. ($272.72M).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 574 institutional investors that purchased Evergy 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), Federated Hermes Inc. ($3.48M), Assenagon Asset Management S.A. ($2.39M), Manning & Napier Advisors LLC ($2.12M), Zimmer Partners LP ($2.06M), and Vanguard Group Inc. ($1.87M).

How much institutional buying is happening at Evergy?

Institutional investors have bought a total of 67,064,934 shares in the last 24 months. This purchase volume represents approximately $3.82B in transactions.

Which Evergy major shareholders have been selling company stock?

Of the 373 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 ($3.24M), Point72 Asset Management L.P. ($2.98M), Zimmer Partners LP ($2.59M), Price T Rowe Associates Inc. MD ($2.56M), Capital International Investors ($2.55M), Pathway Financial Advisers LLC ($2.50M), and Assenagon Asset Management S.A. ($1.49M).

How much institutional selling is happening at Evergy?

Institutional investors have sold a total of 45,096,903 shares in the last 24 months. This volume of shares sold represents approximately $2.55B in transactions.



This page (NASDAQ:EVRG) was last updated on 1/30/2025 by MarketBeat.com Staff
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