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Disclosery

EVRG EVERGY INC

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Stock (common), issuer CIK 1711269

756 managers (777 13F filers) reported a position in EVRG shares at 2024-12-31, 203,745,044 shares in all. 87 filers opened a position and 61 filers sold out during the quarter.

Managers
756
13F filers
777
New
87
Added
290
Reduced
227
Sold out
61
Shares held by filers
203,745,044

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

The latest Form 4 transactions, non-derivative.
OwnerDateSharesPriceFiling
Caisley Charles A.officer (EVP & CHIEF CUST OFFCR)2026-10-07-787 F$80.3Form 4
Caisley Charles A.officer (EVP & CHIEF CUST OFFCR)2026-10-07+1,764 M$0Form 4
Caisley Charles A.officer (EVP & CHIEF CUST OFFCR)2026-06-15-1,198 S$83.46Form 4/A

13F holders, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
ALLSTATE CORPin group ALLSTATE CORP7,902$486K0.01%new13F-HRTimelineGroup
Turning Point Benefit Group, Inc.7,985$484K0.46%13F-HRTimeline
Cresset Asset Management, LLC7,843$483K<0.01%-18,11713F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC7,810$481K<0.01%+1,20813F-HRTimelineGroup
Empirical Finance, LLC7,665$472K0.03%-8613F-HRTimeline
Metis Global Partners, LLC7,646$471K0.01%+29013F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC7,637$470K0.02%+7713F-HRTimeline
JEPPSON WEALTH MANAGEMENT, LLC7,574$466K0.17%-20013F-HRTimeline
Novak & Powell Financial Services, Inc.7,424$457K0.27%+7813F-HRTimeline
EntryPoint Capital, LLC7,419$457K0.19%new13F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …7,322$451K0.01%+18213F-HRTimelineGroup
POTOMAC FUND MANAGEMENT INC /ADV7,208$444K0.03%13F-HR/ATimeline
Compound Planning, Inc.7,089$436K0.02%+84413F-HRTimeline
&PARTNERS7,087$435K0.01%+3,12013F-HRTimeline
TI-TRUST, INC7,047$434K0.29%013F-HRTimeline
Vident Advisory, LLCin group Vident Advisory, LLC6,971$429K0.01%+2,63713F-HRTimelineGroup
Summit Trail Advisors, LLC6,915$426K0.02%+2,19513F-HRTimeline
BI Asset Management Fondsmaeglerselskab…in group BI Asset Management Fondsmaeg…6,873$423K<0.01%+97313F-HRTimelineGroup
CoreFirst Bank & Trust6,823$420K0.25%-73713F-HRTimeline
EVOKE WEALTH, LLC6,772$417K0.01%+7813F-HRTimeline
Modern Wealth Management, LLC6,714$413K0.02%+2,04213F-HR/ATimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.6,701$412K0.03%+86113F-HRTimelineGroup
CI INVESTMENTS INC.in group CI INVESTMENTS INC.6,640$409K<0.01%-12,10813F-HRTimelineGroup
COLDSTREAM CAPITAL MANAGEMENT INC6,631$408K0.01%-81813F-HRTimeline
KORNITZER CAPITAL MANAGEMENT INC /KS6,579$405K0.01%013F-HRTimeline
MGO ONE SEVEN LLC6,568$404K0.02%+7413F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…6,424$404K0.02%-48513F-HRTimeline
IFG Advisory, LLC6,497$400K0.02%new13F-HRTimeline
SIGNATUREFD, LLC6,421$395K0.01%-12613F-HRTimeline
Sound View Wealth Advisors Group, LLC6,372$392K0.03%013F-HRTimeline
Groupe la Francaisein group Groupe la Francaise6,338$389K0.01%13F-HRTimelineGroup
Sage Mountain Advisors LLC6,251$385K0.03%new13F-HRTimeline
FAS Wealth Partners, Inc.6,224$383K0.03%+4413F-HRTimeline
Squarepoint Ops LLCin group Squarepoint Ops LLC6,178$380K<0.01%-31,05313F-HRTimelineGroup
OneDigital Investment Advisors LLC6,148$378K<0.01%-1913F-HRTimeline
AE Wealth Management LLC6,064$373K<0.01%+67213F-HRTimeline
Waterfront Wealth Inc.6,041$372K0.09%013F-HRTimeline
NorthCoast Asset Management LLC5,977$368K<0.01%new13F-HR/ATimeline
KCM INVESTMENT ADVISORS LLC5,946$366K0.01%+21013F-HRTimeline
Uncommon Cents Investing LLC5,940$366K0.11%-3513F-HRTimeline
TOKIO MARINE ASSET MANAGEMENT CO LTDin group TOKIO MARINE HOLDINGS, INC.5,917$364K0.01%013F-HRTimelineGroup
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…5,900$363K<0.01%new13F-HRTimelineGroup
Forvis Mazars Wealth Advisors, LLC5,877$362K0.01%013F-HRTimeline
World Investment Advisors5,849$360K0.01%+13413F-HRTimeline
DGS Capital Management, LLCin group DGS Capital Management, LLC5,794$357K0.09%+1,30713F-HRTimelineGroup
Ameritas Investment Partners, Inc.group of 2 filers holding5,792$356K-89Timeline
MML INVESTORS SERVICES, LLC5,755$354K<0.01%+58713F-HRTimeline
T. Rowe Price Investment Management, In…5,609$346K<0.01%+6513F-HRTimeline
NAPLES GLOBAL ADVISORS, LLC5,613$345K0.03%-17513F-HRTimeline
111 Capital5,538$341K0.07%13F-HRTimeline
VAUGHAN DAVID INVESTMENTS LLC/IL5,532$340K0.01%-23113F-HRTimeline
SCHULHOFF & CO INC5,500$339K0.12%013F-HRTimeline
NorthCrest Asset Manangement, LLC5,498$338K0.01%+8113F-HR/ATimeline
Garner Asset Management Corp5,487$338K0.15%-34413F-HRTimeline
Trust Co of Kansas5,486$338K0.16%-2,00013F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.5,470$337K<0.01%-78213F-HRTimelineGroup
TOCQUEVILLE ASSET MANAGEMENT L.P.in group TOCQUEVILLE ASSET MANAGEMENT …5,400$332K0.01%013F-HRTimelineGroup
Impact Partnership Wealth, LLC5,376$331K0.07%new13F-HRTimeline
INTRUST BANK NA5,367$330K0.03%-3713F-HRTimeline
VISTA INVESTMENT PARTNERS LLC5,358$330K0.1%013F-HRTimeline
PANAGORA ASSET MANAGEMENT INC5,192$320K<0.01%-49,19813F-HRTimeline
CGN Advisors LLC5,145$317K0.03%013F-HRTimeline
GoalVest Advisory LLC5,093$313K0.09%013F-HRTimeline
Polymer Capital Management (HK) LTD5,064$312K0.05%new13F-HRTimeline
D.B. Root & Company, LLC4,950$305K0.1%-29713F-HRTimeline
CENTRAL TRUST Co4,891$301K0.01%013F-HRTimeline
MainStreet Investment Advisors LLC4,877$300K0.04%+22113F-HRTimeline
BANCO BILBAO VIZCAYA ARGENTARIA, S.A.4,734$291K<0.01%-2,43713F-HRTimeline
Qsemble Capital Management, LP4,706$290K0.04%-29,99613F-HRTimeline
Virtu Financial LLCin group Virtu Financial LLC4,680$288K0.02%-6,48113F-HRTimelineGroup
Apollon Financial, LLCin group Apollon Wealth Management, LLC4,672$288K0.07%new13F-HRTimelineGroup
NorthRock Partners, LLC4,655$287K0.01%+14413F-HR/ATimeline
CAPSTONE INVESTMENT ADVISORS, LLCin group CAPSTONE INVESTMENT ADVISORS,…4,651$286K<0.01%+3,44413F-HRTimelineGroup
Kentucky Trust Co4,609$284K0.17%13F-HRTimeline
Integris Wealth Management, LLC4,570$281K0.08%013F-HRTimeline
MIdWestOne Financial Group, Inc.4,560$281K0.04%-5113F-HRTimeline
Lifeworks Advisors, LLC4,556$280K0.05%-7313F-HRTimeline
B. Metzler seel. Sohn & Co. AGin group B. Metzler seel. Sohn & Co. AG4,524$278K<0.01%013F-HRTimelineGroup
V-Square Quantitative Management LLC4,438$273K0.04%-33613F-HRTimeline
MARTINGALE ASSET MANAGEMENT L P4,400$271K0.01%013F-HRTimeline
Walker Asset Management, LLC4,398$271K0.17%+3713F-HRTimeline
Merit Financial Group, LLC4,375$269K<0.01%new13F-HRTimeline
Probity Advisors, Inc.4,359$268K0.05%+6713F-HRTimeline
Jump Financial, LLCin group Jump Financial, LLC4,354$268K0.01%-48313F-HRTimelineGroup
Triad Wealth Partners, LLC4,332$267K0.1%new13F-HRTimeline
Artisan Partners Limited Partnership4,308$265K<0.01%013F-HRTimeline
PFG Investments, LLC4,297$264K0.02%+71913F-HRTimeline
Valeo Financial Advisors, LLC4,288$264K0.01%+213F-HRTimeline
Horizon Investment Services, LLC4,239$261K0.11%-513F-HRTimeline
Sound Stewardship, LLC4,232$260K0.15%013F-HRTimeline
BRIGHTON JONES LLC4,170$257K0.01%new13F-HR/ATimeline
Black Diamond Financial, LLC4,065$250K0.04%-66413F-HRTimeline
Kimelman & Baird, LLC4,054$250K0.02%013F-HRTimeline
Bank & Trust Co4,040$249K0.21%-36613F-HRTimeline
Stelac Advisory Services LLC4,000$246K0.1%013F-HRTimeline
Alpha Family Trustin group Alpha Family Trust3,970$244K0.14%013F-HRTimelineGroup
EASTERN BANK3,963$244K<0.01%013F-HRTimeline
Ascentis Independent Advisorsin group Ascentis Wealth Management, L…3,950$243K0.05%013F-HRTimelineGroup
WOLVERINE TRADING, LLC3,923$241K0.01%new13F-HRTimeline
Empowered Funds, LLC3,890$239K<0.01%+23813F-HRTimeline
Steward Partners Investment Advisory, L…3,873$238K<0.01%+19013F-HRTimeline
Marcum Wealth, LLC3,853$237K0.02%+2013F-HRTimeline
Bleakley Financial Group, LLC3,842$236K0.01%+51013F-HRTimeline
Tradewinds, LLC.3,598$236K0.07%new13F-HRTimeline
Legacy Financial Strategies, LLC3,831$236K0.05%new13F-HRTimeline
Blueshift Asset Management, LLC3,822$235K0.09%-94713F-HRTimeline
Federation des caisses Desjardins du Qu…3,801$234K<0.01%+88613F-HRTimeline
D.A. DAVIDSON & CO.3,798$234K<0.01%+313F-HRTimeline
Vinva Investment Management Ltd3,782$233K0.01%-2,85413F-HRTimeline
United Asset Strategies, Inc.3,768$232K0.02%013F-HRTimeline
First National Advisers, LLCin group FIRST NATIONAL BANK OF OMAHA3,761$231K0.04%013F-HRTimelineGroup
Texas Yale Capital Corp.3,743$230K0.01%013F-HRTimeline
Callan Capital, LLC3,733$230K0.02%new13F-HRTimeline
PRAXIS INVESTMENT MANAGEMENT INC3,720$229K0.01%new13F-HRTimeline
SYM FINANCIAL Corp3,696$227K0.03%new13F-HRTimeline
Quent Capital, LLC3,692$227K0.02%+16313F-HRTimeline
LAZARD ASSET MANAGEMENT LLCin group LAZARD ASSET MANAGEMENT LLC3,655$224K<0.01%013F-HRTimelineGroup
Morningstar Investment Management LLCin group Morningstar Investment Manage…3,612$222K0.02%013F-HRTimelineGroup
KAVAR CAPITAL PARTNERS GROUP, LLC3,603$222K0.04%013F-HRTimeline
Schonfeld Strategic Advisors LLC3,601$222K<0.01%-7,56813F-HRTimeline
MassMutual Private Wealth & Trust, FSB3,586$221K0.01%-1,42113F-HRTimeline
EP Wealth Advisors, LLC3,566$219K<0.01%+31513F-HRTimeline
OneAscent Financial Services LLCin group OneAscent Financial Services …3,557$219K0.02%new13F-HRTimelineGroup
Diametric Capital, LP3,543$218K0.15%new13F-HRTimeline
AVIVA PLCin group AVIVA PLC3,534$218K<0.01%013F-HRTimelineGroup
GREENLEAF TRUST3,499$215K<0.01%+5213F-HRTimeline
PAX Financial Group, LLC3,485$215K0.04%+2013F-HRTimeline
Kingsview Wealth Management, LLC3,470$214K<0.01%new13F-HRTimeline
Cornerstone Wealth Management, LLC3,451$212K0.01%-96513F-HRTimeline
Wedmont Private Capital3,516$211K0.01%new13F-HRTimeline
GRIES FINANCIAL LLC3,419$210K0.04%+4513F-HRTimeline
MUFG SECURITIES AMERICAS INC.3,395$209K0.03%13F-HRTimeline
Phoenix Wealth Advisors3,336$205K0.09%-16513F-HRTimeline
Arax Advisory Partners3,327$205K0.01%+2413F-HRTimeline
HAGER INVESTMENT MANAGEMENT SERVICES, L…3,320$204K0.13%13F-HRTimeline
Trust Investment Advisors3,306$203K0.13%new13F-HRTimeline
COUNTRY CLUB BANK3,297$203K0.01%new13F-HRTimeline
Bedel Financial Consulting, Inc.3,121$203K0.03%new13F-HRTimeline
Sequoia Financial Advisors, LLC3,260$201K<0.01%new13F-HR/ATimeline
MATHER GROUP, LLC.3,231$199K<0.01%+17313F-HRTimeline
Venturi Wealth Management, LLC3,228$199K0.01%+1,84213F-HRTimeline
Horizon Investments, LLC3,195$197K0.01%+3913F-HRTimeline
Bayforest Capital Ltd3,171$195K0.24%13F-HRTimeline
State of Wyoming3,115$192K0.02%new13F-HRTimeline
Canada Post Corp Registered Pension Plan3,105$191K0.01%13F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC2,968$183K<0.01%-8813F-HRTimelineGroup
AlphaQuest LLC2,805$173K0.02%new13F-HRTimeline
GeoWealth Management, LLC2,803$173K0.01%-75213F-HRTimeline
Riggs Asset Managment Co. Inc.2,800$172K0.05%013F-HRTimeline
Farther Finance Advisors, LLC2,705$166K0.01%+46813F-HRTimeline
Global Retirement Partners, LLC2,688$165K<0.01%+65513F-HRTimeline
Geneos Wealth Management Inc.2,678$165K0.01%+1,11513F-HRTimeline
DANSKE BANK A/S2,500$154K<0.01%013F-HRTimeline
Smartleaf Asset Management LLC2,313$142K0.01%+1,02013F-HRTimeline
TUCKER ASSET MANAGEMENT LLC2,294$141K0.02%-51713F-HRTimeline
Y.D. More Investments Ltdin group Y.D. More Investments Ltd2,274$140K0.01%+1913F-HRTimelineGroup
Northwest & Ethical Investments L.P.2,200$135K<0.01%-1,10013F-HRTimeline
HHM Wealth Advisors, LLC2,074$128K0.02%013F-HRTimeline
Point72 Asia (Singapore) Pte. Ltd.1,994$123K0.03%new13F-HRTimeline
QUADRANT CAPITAL GROUP LLC1,965$121K0.01%+9213F-HRTimeline
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK1,891$116K<0.01%-7113F-HRTimelineGroup
TRUST CO OF VERMONT1,870$115K0.01%+28513F-HRTimeline
Tradewinds Capital Management, LLC1,800$111K0.03%013F-HRTimeline
GPS Wealth Strategies Group, LLC1,716$106K0.01%-513F-HRTimeline
OSTRUM ASSET MANAGEMENT1,609$99K0.01%-6813F-HRTimeline
Blue Trust, Inc.1,604$98.7K<0.01%-54413F-HR/ATimeline
Advantage Trust Co1,597$98.3K0.06%013F-HRTimeline
Creative Capital Management Investments…1,501$92.4K0.04%013F-HRTimeline
HARBOUR INVESTMENTS, INC.1,469$90.4K<0.01%-8713F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…1,427$87.9K0.02%+35913F-HRTimeline
ATWOOD & PALMER INC1,269$78.1K0.01%013F-HRTimeline
Hilltop National Bank1,267$78K0.02%013F-HRTimeline
Peoples Bank/KS1,255$77.2K0.05%-20013F-HRTimeline
First Horizon Advisors, Inc.1,212$74.7K<0.01%-913F-HRTimeline
Amica Retiree Medical Trust1,208$74K0.07%013F-HRTimeline
USA FINANCIAL FORMULAS1,190$73.2K0.01%new13F-HRTimeline
Westside Investment Management, Inc.1,174$72.3K0.02%013F-HRTimeline
MAI Capital Management1,158$71.3K<0.01%new13F-HRTimeline
SIMPLEX TRADING, LLC1,123$69K<0.01%-2,94713F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management1,073$66K<0.01%+10113F-HRTimelineGroup
Continuum Advisory, LLC1,069$65.8K0.01%013F-HRTimeline
Mowery & Schoenfeld Wealth Management, …1,014$62.4K0.12%+3813F-HRTimeline
Glass Jacobson Investment Advisors llc1,010$62.2K0.02%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
RICHARDS, MERRILL & PETERSON, INC.1,000$61.5K0.03%13F-HRTimeline
FIRST FINANCIAL CORP /IN/1,000$61.5K0.03%013F-HRTimeline
MONTAG A & ASSOCIATES INC1,000$61.5K<0.01%013F-HRTimeline
TOTH FINANCIAL ADVISORY CORP1,000$61.5K0.01%013F-HRTimeline
HM PAYSON & CO1,000$61.5K<0.01%-513F-HRTimeline
Ruedi Wealth Management, Inc.1,000$61.5K0.02%013F-HRTimeline
PSI Advisors, LLC999$61.5K0.02%013F-HRTimeline
ROGCO, LP962$59.2K0.02%013F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.956$58.8K0.03%013F-HRTimeline
CVA Family Office, LLC950$58.5K0.01%+23313F-HRTimeline
Crewe Advisors LLC900$55.4K0.01%013F-HRTimeline
Asset Dedication, LLC872$53.7K<0.01%-1313F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC860$52.9K<0.01%013F-HRTimeline
SRH ADVISORS, LLC842$51.8K0.02%013F-HRTimeline
Hexagon Capital Partners LLC811$49.9K0.01%+28013F-HRTimeline
City State Bank808$49.7K0.02%013F-HRTimeline
CITY HOLDING CO808$49.7K0.01%013F-HRTimeline

Events

  • Caisley Charles A. acquired 977 EVRG shares on 2026-10-07, Form 4 filed 2026-10-09. 0001711269-26-000112

    Accepted , ingested

  • Caisley Charles A. sold 1,198 EVRG shares on 2026-06-15, Form 4/A filed 2026-10-09. 0001711269-26-000110

    Accepted , ingested