EVRG · Company research
Evergy, Inc. (EVRG): Ownership & Institutional Holders
Reported institutional positions. Filing dates and sources matter.
RESEARCH CONTEXT
Understand the numbers
Reported institutional positions. Filing dates and sources matter. Use period, currency, units and source fields when interpreting values.
80records availableEnergy
Ownership & Institutional Holders data
Database-backed records only
| holder name | cik | period end | shares held | market value | ownership percent | shares change | shares change percent | filing date | data source |
|---|---|---|---|---|---|---|---|---|---|
| First Financial Corporation Common Stock | 714562 | Wed Sep 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1000 | 78440 | — | — | — | Oct 13, 2026 | SEC_13F_HR |
| First Financial Corporation | 714562 | Wed Sep 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1000 | 78440 | — | — | — | Oct 13, 2026 | SEC_13F_HR |
| B. Metzler seel. Sohn & Co. AG | 1847838 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 70572 | 6099538 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Heartland Bank & Trust Co | 1866040 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 8593 | 742693 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | 928047 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 628335 | 54306994 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| 44 WEALTH MANAGEMENT LLC | 1831187 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 19460 | 1681926 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| LuminArx Capital Management LP | 1992915 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1000000 | 1423650 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| SouthState Bank Corp | 764038 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 76 | 6569 | — | — | — | Aug 6, 2026 | SEC_13F_DATASET |
| Chevy Chase Trust Holdings, LLC | 1462020 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 107769 | 9314475 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| AMERICAN CENTURY COMPANIES INC | 748054 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2592493 | 224069390 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Bayforest Capital Ltd | 2048423 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 990 | 85566 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| Capital Investment Management, Inc. | 2124549 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3406 | 294385 | — | — | — | Jul 16, 2026 | SEC_13F_DATASET |
| MCGUIRE CAPITAL ADVISORS INC | 2112006 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 111 | 9626 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| AlphaGrep UK Ltd | 2148988 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2879 | 248832 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Texas Capital Bank Wealth Management Services Inc | 1802655 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3854 | 333101 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| QRG CAPITAL MANAGEMENT, INC. | 1996454 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 153250 | 13245403 | — | — | — | Jul 14, 2026 | SEC_13F_DATASET |
| HITE Hedge Asset Management LLC | 1568939 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 393514 | 34011415 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| FIRST CITIZENS BANK & TRUST CO | 1092203 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 187568 | 16211502 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
| IHT Wealth Management, LLC | 1697490 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 15368 | 1328226 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| MAI Capital Management | 1040197 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 7599 | 656814 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Lombard Odier Asset Management (Switzerland) SA | 1535660 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 5200 | 449436 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Salomon & Ludwin, LLC | 1766156 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 57 | 4913 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| PROFUND ADVISORS LLC | 1129919 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 7217 | 623765 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Moisand Fitzgerald Tamayo, LLC | 1649107 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 534 | 46154 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
| Truvestments Capital LLC | 1750405 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1012 | 87482 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| FIDUCIARY FINANCIAL ADVISORS | 2116119 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 59 | 5013 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Independence Bank of Kentucky | 1730479 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 556 | 48055 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
| World Investment Advisors | 1652594 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 6090 | 503711 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| VIKING FUND MANAGEMENT LLC | 1169069 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 100000 | 8643000 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
| Kingdom Financial Group LLC. | 1962236 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3923 | 339106 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| Garner Asset Management Corp | 1714093 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4857 | 419758 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| Amundi | 1330387 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 198375 | 17145551 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| WEDGE CAPITAL MANAGEMENT L L P/NC | 1015308 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 175441 | 15163366 | — | — | — | Jul 10, 2026 | SEC_13F_DATASET |
| CITY HOLDING CO | 726854 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 358 | 30941 | — | — | — | Jul 10, 2026 | SEC_13F_DATASET |
| Pathstone Holdings, LLC | 2011612 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 13785 | 1191427 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 884546 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2248766 | 194360845 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Black Diamond Financial, LLC | 1759236 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4129 | 356870 | — | — | — | Aug 4, 2026 | SEC_13F_DATASET |
| VAUGHAN DAVID INVESTMENTS LLC/IL | 1063571 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4021 | 348 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| VISTA INVESTMENT PARTNERS LLC | 2023386 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 5358 | 463092 | — | — | — | Jul 9, 2026 | SEC_13F_DATASET |
| APG Asset Management N.V. | 1434819 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 158334 | 11969568 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Dunhill Financial, LLC | 1948904 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 115 | 10009 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| State of New Jersey Common Pension Fund D | 1483066 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 70384 | 6083289 | — | — | — | Aug 4, 2026 | SEC_13F_DATASET |
| AMERIPRISE FINANCIAL INC | 820027 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 104809 | 9058642 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Brookmont Capital Management | 1512978 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 18246 | 1576985 | — | — | — | Jul 24, 2026 | SEC_13F_DATASET |
| HFM Investment Advisors, LLC | 2067972 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 17 | 1470 | — | — | — | Aug 4, 2026 | SEC_13F_DATASET |
| WealthTrust Axiom LLC | 1425949 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 28516 | 2464598 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 1081019 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 23101615 | 267287 | — | — | — | Aug 24, 2026 | SEC_13F_DATASET |
| Covestor Ltd | 1909846 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 143 | 12 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| EVERPAR ADVISORS LLC | 2010410 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2526 | 218322 | — | — | — | Jul 9, 2026 | SEC_13F_DATASET |
| Empirical Finance, LLC | 1572838 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 8082 | 698527 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Gradient Investments LLC | 1542265 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3754 | 324458 | — | — | — | Jul 8, 2026 | SEC_13F_DATASET |
| BEACON INVESTMENT ADVISORY SERVICES, INC. | 1654599 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 169 | 14607 | — | — | — | Jul 8, 2026 | SEC_13F_DATASET |
| VestGen Advisors, LLC | 2050130 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2654 | 229419 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Summit Global Investments | 1697953 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 62992 | 5444 | — | — | — | Aug 3, 2026 | SEC_13F_DATASET |
| ROCKLAND TRUST CO | 84616 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 9327 | 806133 | — | — | — | Jul 8, 2026 | SEC_13F_DATASET |
| Caldwell Trust Co | 2080218 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 300 | 25929 | — | — | — | Aug 3, 2026 | SEC_13F_DATASET |
| Ranch Capital Advisors Inc. | 1793269 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 36282 | 3135880 | — | — | — | Aug 3, 2026 | SEC_13F_DATASET |
| Kingsview Wealth Management, LLC | 1791965 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 6595 | 569992 | — | — | — | Aug 19, 2026 | SEC_13F_DATASET |
| FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC | 1056549 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 9221 | 796971 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 1368163 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 71630 | 6190981 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| EP Wealth Advisors, LLC | 1540569 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 7811 | 675119 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| OPPENHEIMER & CO INC | 822581 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 81312 | 7027796 | — | — | — | Aug 3, 2026 | SEC_13F_DATASET |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | 922127 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 103149 | 8915168 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Arlington Trust Co LLC | 1997685 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 36 | 3111 | — | — | — | Jul 7, 2026 | SEC_13F_DATASET |
| MIZUHO SECURITIES USA LLC | 812291 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 13917 | 1140081 | — | — | — | Jul 24, 2026 | SEC_13F_DATASET |
| Welch Group, LLC | 1443095 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2601 | 224805 | — | — | — | Jul 23, 2026 | SEC_13F_DATASET |
| NICOLET BANKSHARES INC | 1174850 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 8036 | 694551 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Retirement Wealth Solutions LLC | 2044741 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1413 | 122137 | — | — | — | Jul 7, 2026 | SEC_13F_DATASET |
| FIRST FINANCIAL CORP /IN/ | 714562 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1000 | 86430 | — | — | — | Jul 7, 2026 | SEC_13F_DATASET |
| TSFG, LLC | 1800513 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 113 | 10 | — | — | — | Jul 23, 2026 | SEC_13F_DATASET |
| ArrowMark Colorado Holdings LLC | 1483859 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 137000 | 11840910 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| ENVESTNET ASSET MANAGEMENT INC | 1407543 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1234593 | 106705876 | — | — | — | Aug 3, 2026 | SEC_13F_DATASET |
| EASTERN BANK | 1126395 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3588 | 310111 | — | — | — | Jul 1, 2026 | SEC_13F_DATASET |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 1021223 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 9 | 804 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| OneAscent Financial Services LLC | 1780985 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3331 | 287910 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| MERCER GLOBAL ADVISORS INC /ADV | 853758 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 309378 | 26739507 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Man Group plc | 1637460 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 18438 | 1593596 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Graham Capital Management, L.P. | 1315421 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 43904 | 3794623 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Clearbridge Investments, LLC | 1348883 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 63254 | 5467043 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| ProShare Advisors LLC | 1357955 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 36863 | 3186068 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
Informational research only, not financial advice. Forecasts are uncertain and can be wrong.