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Evergy (EVRG) Institutional Ownership

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$71.55 +0.75 (+1.06%)
Closing price 08/1/2025 04:00 PM Eastern
Extended Trading
$71.84 +0.29 (+0.41%)
As of 08/1/2025 07:57 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.

Institutional Ownership Changes (13F Filings) for Evergy (NASDAQ:EVRG)

Current
Institutional Ownership
Percentage
87.24%
Number of
Institutional Buyers
(last 12 months)
508
Total
Institutional Inflows
(last 12 months)
$2.61B
Number of
Institutional Sellers
(last 12 months)
296
Total
Institutional Outflows
(last 12 months)
$2.07B
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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
8/1/2025Jennison Associates LLC1,709,576$117.84M0.1%-1.2%0.743%
8/1/2025New York Life Investment Management LLC31,756$2.19M0.0%+3.7%0.014%
8/1/2025Howard Capital Management Inc.66,998$4.62M0.1%+1.2%0.029%
8/1/2025Teacher Retirement System of Texas34,931$2.41M0.0%-69.8%0.015%
8/1/2025Bessemer Group Inc.2,565$176K0.0%-14.8%0.001%
8/1/2025GoalVest Advisory LLC5,259$363K0.1%+3.2%0.002%
8/1/2025MorganRosel Wealth Management LLC911$63K0.0%N/A0.000%
8/1/2025Envestnet Asset Management Inc.424,085$29.23M0.0%+39.4%0.184%
7/31/2025 Nisa Investment Advisors LLC86,749$5.98M0.0%+0.7%0.038%
7/31/2025 Wealthfront Advisers LLC142,118$9.80M0.0%-3.7%0.062%
7/31/2025 Oppenheimer Asset Management Inc.190,524$13.13M0.2%-4.9%0.083%
7/31/2025 Prudent Man Advisors LLC11,646$803K0.3%+28.6%0.005%
7/31/2025 Leeward Investments LLC MA143,966$9.92M0.5%-2.3%0.063%
7/31/2025 Brighton Jones LLC4,562$314K0.0%+7.3%0.002%
7/31/2025 Focus Partners Advisor Solutions LLC6,486$447K0.0%-22.3%0.003%
7/31/2025 State of New Jersey Common Pension Fund D69,386$4.78M0.0%+15.9%0.030%
7/31/2025 Ranch Capital Advisors Inc.27,658$1.91M0.8%+5.1%0.012%
7/31/2025 Sage Mountain Advisors LLC4,591$316K0.0%-16.7%0.002%
7/31/2025 AlphaQuest LLC11,091$765K0.1%+236.4%0.005%
7/31/2025 Sumitomo Mitsui Trust Group Inc.567,432$39.11M0.0%+5.3%0.247%
7/31/2025 Asset Management One Co. Ltd.132,499$9.13M0.0%+39.2%0.058%
7/31/2025 Turning Point Benefit Group Inc.9,613$663K0.5%+5.4%0.004%
7/30/2025 First Citizens Bank & Trust Co.124,754$8.60M0.1%N/A0.054%
7/30/2025 Schaper Benz & Wise Investment Counsel Inc. WI138,238$9.53M0.7%+0.8%0.060%
7/30/2025 RNC Capital Management LLC692,093$47.71M2.3%-0.2%0.301%
7/30/2025 Ethic Inc.17,425$1.19M0.0%+1.9%0.008%
7/30/2025 Caliber Wealth Management LLC KS9,377$646K0.1%+45.5%0.004%
7/30/2025 Steel Grove Capital Advisors LLC27,593$1.90M0.2%-6.7%0.012%
7/30/2025 Exencial Wealth Advisors LLC173,255$11.94M0.4%-4.5%0.075%
7/30/2025 Brookstone Capital Management26,866$1.85M0.0%-7.6%0.012%
7/30/2025 Retirement Planning Group LLC22,329$1.54M0.1%+6.1%0.010%
7/30/2025 Cullen Frost Bankers Inc.297,079$20.48M0.3%+6.6%0.129%
7/30/2025 Advantage Trust Co5,350$369K0.2%+5,250.0%0.002%
7/30/2025 Schnieders Capital Management LLC21,545$1.49M0.3%+4.2%0.009%
7/30/2025 Crewe Advisors LLC1,089$75K0.0%+21.0%0.000%
7/29/2025 Balboa Wealth Partners5,357$369K0.1%N/A0.002%
7/29/2025 Chicago Partners Investment Group LLC12,719$885K0.0%+26.7%0.006%
7/29/2025 VIRGINIA RETIREMENT SYSTEMS ET Al112,600$7.76M0.1%N/A0.049%
7/29/2025 Mutual of America Capital Management LLC107,649$7.42M0.1%-4.2%0.047%
7/29/2025 Spirit of America Management Corp NY10,650$734K0.2%+23.1%0.005%
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7/29/2025 Chevy Chase Trust Holdings LLC121,690$8.39M0.0%+0.9%0.053%
7/29/2025 Oxbow Advisors LLC47,066$3.24M0.4%+3.8%0.020%
7/28/2025 Allianz Asset Management GmbH710,266$48.96M0.1%+4.2%0.309%
7/28/2025 Ritholtz Wealth Management4,250$293K0.0%N/A0.002%
7/28/2025 Bayforest Capital Ltd2,150$148K0.1%-64.3%0.001%
7/28/2025 TD Asset Management Inc85,791$5.91M0.0%+1.8%0.037%
7/28/2025 Wilmington Savings Fund Society FSB19,849$1.37M0.0%+11.3%0.009%
7/28/2025 Morningstar Investment Management LLC3,377$233K0.0%N/A0.001%
7/28/2025 Alpine Woods Capital Investors LLC49,913$3.44M0.8%+228.6%0.022%
7/25/2025 Heartland Bank & Trust Co8,562$590K0.3%-2.9%0.004%
7/25/2025 NorthRock Partners LLC5,035$347K0.0%+7.5%0.002%
7/25/2025 Envestnet Portfolio Solutions Inc.127,222$8.77M0.0%+3,162.9%0.055%
7/25/2025 Sequoia Financial Advisors LLC19,304$1.33M0.0%+539.4%0.008%
7/25/2025 Yousif Capital Management LLC47,026$3.24M0.0%+2.7%0.020%
7/25/2025 Allspring Global Investments Holdings LLC25,589$1.78M0.0%-50.2%0.011%
7/25/2025 GW Henssler & Associates Ltd.385,120$26.55M1.4%+1.5%0.167%
7/25/2025 Meritage Portfolio Management70,532$4.86M0.3%-2.6%0.031%
7/25/2025 CWM LLC293,341$20.22M0.1%-1.6%0.127%
7/25/2025 Advocate Group LLC145,938$10.06M1.8%+4.6%0.063%
7/25/2025 Vanguard Personalized Indexing Management LLC53,063$3.66M0.0%+5.7%0.023%
7/25/2025 Concurrent Investment Advisors LLC11,705$807K0.0%-5.1%0.005%
7/25/2025 Apollon Wealth Management LLC6,010$414K0.0%+29.4%0.003%
7/24/2025 Inspire Investing LLC25,502$1.76M0.2%+1.6%0.011%
7/24/2025 Aberdeen Group plc74,012$5.10M0.0%+58.4%0.032%
7/24/2025 IFP Advisors Inc4,037$278K0.0%+5.9%0.002%
7/24/2025 Callan Family Office LLC5,992$413K0.0%N/A0.003%
7/24/2025 Leo Wealth LLC20,303$1.40M0.1%N/A0.009%
7/24/2025 US Bancorp DE39,920$2.75M0.0%+4.9%0.017%
7/23/2025 Maryland State Retirement & Pension System11,187$771K0.0%+7.5%0.005%
7/23/2025 Optas LLC3,246$224K0.0%N/A0.001%
7/23/2025 WESPAC Advisors LLC13,855$955K0.7%-2.6%0.006%
7/23/2025 Venturi Wealth Management LLC3,245$224K0.0%-13.0%0.001%
7/23/2025 Foresight Capital Management Advisors Inc.45,133$3.11M1.8%+3.6%0.020%
7/23/2025 SteelPeak Wealth LLC3,128$216K0.0%-80.4%0.001%
7/23/2025 Prime Capital Investment Advisors LLC10,182$702K0.0%-17.9%0.004%
7/22/2025 Valeo Financial Advisors LLC5,007$345K0.0%+13.4%0.002%
7/22/2025 Simplicity Wealth LLC11,290$778K0.0%N/A0.005%
7/22/2025 Wealthcare Advisory Partners LLC10,794$744K0.0%+10.9%0.005%
7/21/2025 QRG Capital Management Inc.321,320$22.15M0.2%+159.2%0.140%
7/21/2025 Vaughan Nelson Investment Management L.P.567,034$39.09M0.4%-2.9%0.246%
7/21/2025 Franklin Street Advisors Inc. NC87,617$6.04M0.4%N/A0.038%
7/21/2025 Ameritas Advisory Services LLC4,534$313K0.0%+16.8%0.002%
7/21/2025 Synergy Asset Management LLC74,470$5.13M0.6%N/A0.032%
7/21/2025 Hilltop National Bank1,267$87K0.0%N/A0.001%
7/21/2025 Triad Wealth Partners LLC4,389$303K0.1%+3.8%0.002%
7/21/2025 Mirae Asset Global Investments Co. Ltd.28,818$1.99M0.0%+8.5%0.013%
7/21/2025 Trust Co of Kansas3,726$257K0.1%-5.1%0.002%
7/18/2025 CHURCHILL MANAGEMENT Corp147,233$10.15M0.1%+5.0%0.064%
7/18/2025 Brookmont Capital Management17,155$1.18M0.7%-2.6%0.007%
7/18/2025 Robeco Institutional Asset Management B.V.49,477$3.41M0.0%+101.3%0.022%
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7/18/2025 USA Financial Formulas10,499$724K0.1%+98.7%0.005%
7/18/2025 Trilogy Capital Inc.47,920$3.30M0.2%+1.5%0.021%
7/18/2025 Rogco LP1,120$77K0.0%+16.4%0.000%
7/18/2025 Institute for Wealth Management LLC.3,881$268K0.0%+31.2%0.002%
7/18/2025 Truist Financial Corp534,558$36.85M0.1%+2,959.7%0.232%
7/18/2025 Union Bancaire Privee UBP SA5,138$354K0.0%N/A0.002%
7/17/2025 LexAurum Advisors LLC3,880$267K0.0%+10.7%0.002%
7/17/2025 Kavar Capital Partners Group LLC3,903$269K0.0%+8.3%0.002%
7/17/2025 V Square Quantitative Management LLC4,100$283K0.0%+7.2%0.002%
7/17/2025 Sound Income Strategies LLC228,001$15.72M0.9%+6.0%0.099%
(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, 783 institutional investors and hedge funds held shares of Evergy. The most heavily invested institutionals were Vanguard Group Inc. ($2.10B), BlackRock Inc. ($1.03B), State Street Corp ($1.02B), Franklin Resources Inc. ($348.43M), Geode Capital Management LLC ($346.06M), Invesco Ltd. ($272.72M), and Capital International Investors ($254.06M).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 686 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), Assenagon Asset Management S.A. ($2.22M), Manning & Napier Advisors LLC ($2.12M), Vanguard Group Inc. ($2.10M), and Zimmer Partners LP ($2.06M).

How much institutional buying is happening at Evergy?

Institutional investors have bought a total of 41,513,718 shares in the last 24 months. This purchase volume represents approximately $2.61B in transactions.

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

Of the 296 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: Point72 Asset Management L.P. ($3.49M), 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 32,684,983 shares in the last 24 months. This volume of shares sold represents approximately $2.07B in transactions.



This page (NASDAQ:EVRG) was last updated on 8/2/2025 by MarketBeat.com Staff
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