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Disclosery

EVRG EVERGY INC

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Stock (common), issuer CIK 1711269

800 managers (823 13F filers) reported a position in EVRG shares at 2025-03-31, 201,963,912 shares in all. 106 filers opened a position and 61 filers sold out during the quarter.

Managers
800
13F filers
823
New
106
Added
334
Reduced
235
Sold out
61
Shares held by filers
201,963,912

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
JOHNSON INVESTMENT COUNSEL INC9,173$632K0.01%-36913F-HRTimeline
Metis Global Partners, LLC9,143$630K0.02%+1,49713F-HRTimeline
DGS Capital Management, LLCin group DGS Capital Management, LLC9,118$629K0.17%+3,32413F-HRTimelineGroup
PROFUND ADVISORS LLC9,057$624K0.03%-3,36213F-HRTimeline
Prudent Man Advisors, LLC9,054$624K0.23%new13F-HRTimeline
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT,…9,000$621K0.03%013F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC8,966$618K0.01%+1,15613F-HRTimelineGroup
BLAIR WILLIAM & CO/IL8,943$617K<0.01%-1,50613F-HRTimeline
SHELL ASSET MANAGEMENT CO8,855$611K0.03%-1,35313F-HRTimeline
FineMark National Bank & Trust8,842$610K0.02%013F-HRTimeline
Heartland Bank & Trust Co8,814$608K0.31%new13F-HRTimeline
HB Wealth Management, LLC8,773$605K0.01%+82913F-HRTimeline
Apexium Financial, LP8,728$602K0.04%+7113F-HRTimeline
STEPH & CO8,725$602K0.22%-58313F-HRTimeline
SPIRIT OF AMERICA MANAGEMENT CORP/NY8,650$596K0.12%+55013F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC8,610$594K0.02%+97313F-HRTimeline
TOWNSQUARE CAPITAL LLC8,606$593K0.01%-60813F-HRTimeline
Northwest & Ethical Investments L.P.8,609$593K0.02%+6,40913F-HRTimeline
Aster Capital Management (DIFC) Ltd8,569$590K0.11%new13F-HRTimeline
Geneos Wealth Management Inc.6,367$589K0.01%+3,68913F-HRTimeline
Turning Point Benefit Group, Inc.9,120$587K0.55%+1,13513F-HRTimeline
Atria Investments, Inc8,498$586K0.01%+48213F-HRTimeline
Coppell Advisory Solutions LLC8,365$576K0.08%-4,77013F-HRTimeline
AlphaStar Capital Management, LLC8,264$570K0.06%+913F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.8,143$561K0.04%+1,44213F-HRTimelineGroup
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…8,136$561K<0.01%+16013F-HRTimelineGroup
TRANSCEND CAPITAL ADVISORS, LLC8,064$556K0.04%+4913F-HRTimeline
Empirical Finance, LLC8,029$554K0.03%+36413F-HRTimeline
NICOLET BANKSHARES INCin group NICOLET BANKSHARES INC8,000$552K0.11%013F-HRTimelineGroup
Mattern Wealth Management LLC7,910$545K0.12%013F-HRTimeline
Allworth Financial LP7,967$544K<0.01%-813F-HRTimeline
Sunbelt Securities, Inc.7,856$542K0.05%-5213F-HRTimeline
EP Wealth Advisors, LLC7,694$531K<0.01%+4,12813F-HRTimeline
Meiji Yasuda Asset Management Co Ltd.in group Meiji Yasuda Life Insurance Co7,676$529K0.02%-25013F-HRTimelineGroup
GF FUND MANAGEMENT CO. LTD.7,640$527K0.01%+7,46613F-HRTimeline
POTOMAC FUND MANAGEMENT INC /ADV7,850$526K0.23%+64213F-HR/ATimeline
MANNING & NAPIER ADVISORS LLC7,577$522K0.01%-1,912,47113F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC7,563$521K0.01%-84,01013F-HRTimelineGroup
Novak & Powell Financial Services, Inc.7,495$517K0.32%+7113F-HRTimeline
JEPPSON WEALTH MANAGEMENT, LLC7,424$512K0.19%-15013F-HRTimeline
Lindbrook Capital, LLC7,348$507K0.05%+6,56213F-HRTimeline
Y-Intercept (Hong Kong) Ltd7,281$502K0.03%new13F-HRTimeline
Cresset Asset Management, LLC7,178$495K<0.01%-66513F-HRTimeline
CI INVESTMENTS INC.in group CI INVESTMENTS INC.7,116$491K<0.01%+47613F-HRTimelineGroup
EVOKE WEALTH, LLC7,095$489K0.01%+32313F-HRTimeline
MGO ONE SEVEN LLC7,072$488K0.02%+50413F-HRTimeline
TI-TRUST, INC7,047$486K0.32%013F-HRTimeline
LANARK FINANCIAL, INC.7,024$484K0.04%+7,01813F-HRTimeline
MML INVESTORS SERVICES, LLC6,838$472K<0.01%+1,08313F-HRTimeline
Trust Co6,837$471K0.06%-1,20013F-HRTimeline
denkapparat Operations GmbH6,744$465K0.49%new13F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC6,735$464K0.01%+10413F-HRTimeline
TOKIO MARINE ASSET MANAGEMENT CO LTDin group TOKIO MARINE HOLDINGS, INC.6,712$463K0.02%+79513F-HRTimelineGroup
CoreFirst Bank & Trust6,615$456K0.29%-20813F-HRTimeline
Forvis Mazars Wealth Advisors, LLC6,601$455K0.01%+72413F-HRTimeline
KORNITZER CAPITAL MANAGEMENT INC /KS6,579$454K0.01%013F-HRTimeline
Compound Planning, Inc.6,558$452K0.02%-53113F-HRTimeline
IFG Advisory, LLC6,460$445K0.02%-3713F-HRTimeline
SIGNATUREFD, LLC6,455$445K0.01%+3413F-HRTimeline
Caliber Wealth Management, LLC / KS6,446$444K0.06%13F-HRTimeline
Scientech Research LLC6,282$433K0.11%-9,35613F-HRTimeline
FAS Wealth Partners, Inc.6,263$432K0.04%+3913F-HRTimeline
NorthCrest Asset Manangement, LLC6,199$427K0.01%+70113F-HRTimeline
AE Wealth Management LLC6,193$427K<0.01%+12913F-HRTimeline
Blackhawk Capital Partners, LLC6,104$421K0.22%-1,88913F-HRTimeline
Modern Wealth Management, LLC6,102$421K0.01%-61213F-HR/ATimeline
Farther Finance Advisors, LLC6,068$419K0.01%+3,36313F-HRTimeline
NorthCoast Asset Management LLC6,065$418K<0.01%+8813F-HR/ATimeline
Ameritas Investment Partners, Inc.group of 2 filers holding6,211$417K+419Timeline
Waterfront Wealth Inc.6,041$417K0.1%013F-HRTimeline
Bayforest Capital Ltd6,027$416K0.18%+2,85613F-HR/ATimeline
Uncommon Cents Investing LLC5,840$403K0.12%-10013F-HRTimeline
World Investment Advisors5,808$400K0.01%-4113F-HRTimeline
State of Wyoming5,586$385K0.05%+2,47113F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC5,536$382K<0.01%-54,95813F-HR/ATimelineGroup
Man Group plcin group Man Group plc5,532$381K<0.01%new13F-HRTimelineGroup
NAPLES GLOBAL ADVISORS, LLC5,514$380K0.04%-9913F-HRTimeline
Sage Mountain Advisors LLC5,509$380K0.03%-74213F-HRTimeline
SCHULHOFF & CO INC5,500$379K0.17%013F-HRTimeline
PANAGORA ASSET MANAGEMENT INC5,478$378K<0.01%+28613F-HRTimeline
Atom Investors LP5,436$375K0.05%-18,73313F-HRTimeline
TOCQUEVILLE ASSET MANAGEMENT L.P.in group TOCQUEVILLE ASSET MANAGEMENT …5,400$372K0.01%013F-HRTimelineGroup
Lifeworks Advisors, LLC5,399$372K0.06%+84313F-HRTimeline
INTRUST BANK NA5,367$370K0.04%013F-HRTimeline
VISTA INVESTMENT PARTNERS LLC5,358$369K0.11%013F-HRTimeline
MainStreet Investment Advisors LLC5,347$369K0.05%+47013F-HRTimeline
Garner Asset Management Corp5,295$365K0.16%-19213F-HRTimeline
USA FINANCIAL FORMULAS5,284$364K0.06%+4,09413F-HRTimeline
CGN Advisors LLC5,117$353K0.03%-2813F-HRTimeline
GoalVest Advisory LLC5,096$351K0.1%+313F-HRTimeline
GENTRY PRIVATE WEALTH, LLC5,093$351K0.29%new13F-HRTimeline
DARK FOREST CAPITAL MANAGEMENT LP4,955$342K0.02%-3,93813F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.4,945$341K<0.01%-52513F-HRTimelineGroup
BANCO BILBAO VIZCAYA ARGENTARIA, S.A.4,944$341K<0.01%+21013F-HRTimeline
VAUGHAN DAVID INVESTMENTS LLC/IL4,933$340K0.01%-59913F-HRTimeline
GREAT LAKES ADVISORS, LLC4,925$340K<0.01%new13F-HRTimeline
CENTRAL TRUST Co4,891$337K0.01%013F-HRTimeline
MIdWestOne Financial Group, Inc.4,749$327K0.05%+18913F-HRTimeline
Federation des caisses Desjardins du Qu…4,723$326K<0.01%+92213F-HRTimeline
iSAM Funds (UK) Ltdin group iSAM Funds (UK) Ltd4,705$324K0.16%-8,93813F-HRTimelineGroup
iA Global Asset Management Inc.4,685$323K0.01%new13F-HRTimeline
NorthRock Partners, LLC4,683$323K0.01%+2813F-HRTimeline
MBB PUBLIC MARKETS I LLC4,683$323K0.04%new13F-HR/ATimeline
Merit Financial Group, LLC4,663$322K<0.01%+28813F-HRTimeline
Empowered Funds, LLC4,648$320K<0.01%+75813F-HRTimeline
Kentucky Trust Co4,645$320K0.19%+3613F-HRTimeline
INTEGRITY ALLIANCE, LLC.4,628$319K0.01%new13F-HRTimeline
Ascentis Independent Advisorsin group Ascentis Wealth Management, L…4,592$317K0.06%+64213F-HRTimelineGroup
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK4,572$315K<0.01%+2,68113F-HRTimelineGroup
Sound View Wealth Advisors Group, LLC4,572$315K0.03%-1,80013F-HRTimeline
Integris Wealth Management, LLC4,570$315K0.09%013F-HRTimeline
B. Metzler seel. Sohn & Co. AGin group B. Metzler seel. Sohn & Co. AG4,524$312K<0.01%013F-HRTimelineGroup
Walker Asset Management, LLC4,433$306K0.19%+3513F-HRTimeline
Valeo Financial Advisors, LLC4,414$304K0.01%+12613F-HRTimeline
Probity Advisors, Inc.4,335$299K0.06%-2413F-HRTimeline
PFG Investments, LLC4,314$297K0.02%+1713F-HRTimeline
Artisan Partners Limited Partnership4,308$297K<0.01%013F-HRTimeline
Horizon Investment Services, LLC4,302$297K0.14%+6313F-HRTimeline
BRIGHTON JONES LLC4,252$293K0.01%+8213F-HRTimeline
EASTERN BANK4,232$292K0.01%+26913F-HRTimeline
Sound Stewardship, LLC4,232$292K0.17%013F-HRTimeline
Triad Wealth Partners, LLC4,230$292K0.09%-10213F-HRTimeline
MATHER GROUP, LLC.4,147$286K<0.01%+91613F-HRTimeline
Summit Trail Advisors, LLC4,139$285K0.01%-2,77613F-HRTimeline
Black Diamond Financial, LLC4,075$281K0.04%+1013F-HRTimeline
Steward Partners Investment Advisory, L…4,073$281K<0.01%+20013F-HRTimeline
MUFG SECURITIES AMERICAS INC.4,071$281K0.03%+67613F-HRTimeline
Kimelman & Baird, LLC4,054$280K0.02%013F-HRTimeline
KCM INVESTMENT ADVISORS LLC4,054$280K0.01%-1,89213F-HRTimeline
Empirical Financial Services, LLC d.b.a…4,042$279K0.01%new13F-HRTimeline
Callan Capital, LLC3,990$275K0.02%+25713F-HRTimeline
Bank & Trust Co3,978$274K0.22%-6213F-HRTimeline
Alpha Family Trustin group Alpha Family Trust3,970$274K0.16%013F-HRTimelineGroup
Trust Co of Kansas3,926$271K0.14%-1,56013F-HRTimeline
Marcum Wealth, LLC3,922$270K0.02%+6913F-HRTimeline
Sowell Financial Services LLC3,872$267K0.01%new13F-HRTimeline
SYM FINANCIAL Corp3,833$264K0.03%+13713F-HRTimeline
Legacy Financial Strategies, LLC3,831$264K0.06%013F-HRTimeline
V-Square Quantitative Management LLC3,823$264K0.04%-61513F-HRTimeline
IFP Advisors, Inc3,811$263K0.01%-6,10013F-HRTimeline
Glenview Trust Co3,804$262K0.01%new13F-HR/ATimeline
Midwest Financial Group LLC3,803$262K0.15%-5,30613F-HRTimeline
D.A. DAVIDSON & CO.3,802$262K<0.01%+413F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…3,768$260K<0.01%new13F-HRTimelineGroup
First National Advisers, LLCin group FIRST NATIONAL BANK OF OMAHA3,761$259K0.04%013F-HRTimelineGroup
Texas Yale Capital Corp.3,743$258K0.01%013F-HRTimeline
Schonfeld Strategic Advisors LLC3,736$258K<0.01%+13513F-HRTimeline
SMITH CHAS P & ASSOCIATES PA CPASin group SMITH CHAS P & ASSOCIATES PA …3,735$258K0.01%new13F-HRTimelineGroup
Venturi Wealth Management, LLC3,729$257K0.01%+50113F-HRTimeline
PRAXIS INVESTMENT MANAGEMENT INC3,720$256K0.02%013F-HRTimeline
MassMutual Private Wealth & Trust, FSB3,684$254K0.01%+9813F-HRTimeline
Ballentine Partners, LLC3,683$254K<0.01%new13F-HRTimeline
Gradient Investments LLCin group Gradient Investments LLC3,661$252K0.01%new13F-HRTimelineGroup
DANSKE BANK A/S3,650$252K<0.01%+1,15013F-HRTimeline
Tradewinds, LLC.3,612$249K0.07%+1413F-HRTimeline
OneAscent Financial Services LLCin group OneAscent Financial Services …3,604$249K0.02%+4713F-HRTimelineGroup
TWO SIGMA SECURITIES, LLC3,610$249K0.04%-7,10213F-HRTimeline
KAVAR CAPITAL PARTNERS GROUP, LLC3,603$248K0.04%013F-HRTimeline
OneDigital Investment Advisors LLC3,564$246K<0.01%-2,58413F-HRTimeline
PAX Financial Group, LLC3,554$245K0.04%+6913F-HRTimeline
Cornerstone Wealth Management, LLC3,540$244K0.02%+8913F-HRTimeline
AVIVA PLCin group AVIVA PLC3,534$244K<0.01%013F-HRTimelineGroup
LexAurum Advisors, LLC3,505$242K0.05%new13F-HRTimeline
GRIES FINANCIAL LLC3,484$240K0.05%+6513F-HRTimeline
GREENLEAF TRUST3,481$240K<0.01%-1813F-HRTimeline
Longboard Asset Management, LP3,396$234K0.69%new13F-HRTimeline
Baker Avenue Asset Management, LP3,365$232K0.01%new13F-HRTimeline
Horizon Investments, LLC3,353$231K0.01%+15813F-HRTimeline
HAGER INVESTMENT MANAGEMENT SERVICES, L…3,320$229K0.16%013F-HRTimeline
Wedmont Private Capital3,439$229K0.01%-7713F-HRTimeline
Larson Financial Group LLC3,317$229K0.01%-5,95413F-HRTimeline
Phoenix Wealth Advisors3,301$228K0.1%-3513F-HRTimeline
AlphaQuest LLC3,297$227K0.02%+49213F-HRTimeline
Advisory Alpha, LLC3,279$226K0.01%new13F-HR/ATimeline
COMMERZBANK AKTIENGESELLSCHAFT /FI3,239$224K0.01%new13F-HRTimeline
UNITED SERVICES AUTOMOBILE ASSOCIATIONin group UNITED SERVICES AUTOMOBILE AS…3,289$223K0.01%new13F-HRTimelineGroup
LEAVELL INVESTMENT MANAGEMENT, INC.3,228$223K0.01%new13F-HRTimeline
Quent Capital, LLC3,219$222K0.02%-47313F-HRTimeline
Ifrah Financial Services, Inc.3,187$220K0.06%new13F-HRTimeline
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…3,173$219K0.01%new13F-HRTimelineGroup
Frank, Rimerman Advisors LLC3,124$215K0.02%new13F-HRTimeline
GUYASUTA INVESTMENT ADVISORS INC3,115$215K0.01%new13F-HRTimeline
Nova R Wealth, Inc.3,103$214K0.11%new13F-HRTimeline
Clearwater Capital Advisors, LLC3,074$212K0.02%new13F-HRTimeline
Beacon Pointe Advisors, LLC3,074$212K<0.01%new13F-HRTimeline
Bedel Financial Consulting, Inc.3,046$211K0.03%-7513F-HRTimeline
Sequoia Financial Advisors, LLC3,019$208K<0.01%-24113F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC3,012$208K<0.01%+4413F-HRTimelineGroup
KING LUTHER CAPITAL MANAGEMENT CORP2,981$206K<0.01%new13F-HRTimeline
Institute for Wealth Management, LLC.2,958$204K0.03%new13F-HRTimeline
Fieldview Capital Management, LLC2,939$203K0.03%new13F-HRTimeline
CFS Investment Advisory Services, LLC2,927$202K0.02%new13F-HRTimeline
Barnes Wealth Management Group, Inc2,909$201K0.13%new13F-HRTimeline
Burton Enright Welch2,904$200K0.04%new13F-HRTimeline
Riggs Asset Managment Co. Inc.2,800$193K0.06%013F-HRTimeline
CX Institutional2,599$179K0.01%new13F-HRTimeline
Smartleaf Asset Management LLC2,543$173K0.02%+23013F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO2,245$155K<0.01%+1,99613F-HRTimelineGroup
Versant Capital Management, Inc2,133$147K0.02%+1,38313F-HRTimeline
HHM Wealth Advisors, LLC2,074$143K0.02%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