Skip to content
Disclosery

EVRG EVERGY INC

Follow

Stock (common), issuer CIK 1711269

800 managers (822 13F filers) reported a position in EVRG shares at 2025-06-30, 206,941,196 shares in all. 79 filers opened a position and 77 filers sold out during the quarter.

Managers
800
13F filers
822
New
79
Added
362
Reduced
224
Sold out
77
Shares held by filers
206,941,196

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, Q2 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
IAMS WEALTH MANAGEMENT, LLC8,980$619K0.28%-1,05213F-HRTimeline
Parallel Advisors, LLC8,961$618K0.01%-37713F-HRTimeline
Independent Advisor Alliance8,958$617K0.02%-1,26813F-HRTimeline
HB Wealth Management, LLC8,914$614K<0.01%+14113F-HRTimeline
FineMark National Bank & Trust8,835$609K0.02%-713F-HRTimeline
BLAIR WILLIAM & CO/IL8,826$608K<0.01%-11713F-HRTimeline
Apexium Financial, LP8,728$602K0.03%013F-HRTimeline
STEPH & CO8,628$595K0.19%-9713F-HRTimeline
Heartland Bank & Trust Co8,562$590K0.28%-25213F-HRTimeline
Northwest & Ethical Investments L.P.8,609$588K0.01%013F-HRTimeline
Aptus Capital Advisors, LLC8,521$587K0.01%new13F-HRTimeline
B. Riley Wealth Advisors, Inc.8,478$584K0.03%new13F-HRTimeline
Atria Investments, Inc8,474$584K0.01%-2413F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.8,430$581K0.04%+28713F-HRTimelineGroup
SYSTEMATIC FINANCIAL MANAGEMENT LP8,235$568K0.02%new13F-HRTimeline
Metis Global Partners, LLC8,228$567K0.01%-91513F-HRTimeline
Intrua Financial, LLC8,171$563K0.08%-5,17813F-HRTimeline
Vident Advisory, LLCin group Vident Advisory, LLC8,107$559K0.01%-8,27313F-HRTimelineGroup
Empirical Finance, LLC8,082$557K0.03%+5313F-HRTimeline
NICOLET BANKSHARES INCin group NICOLET BANKSHARES INC8,000$551K0.1%013F-HRTimelineGroup
GREAT LAKES ADVISORS, LLC7,977$550K<0.01%+3,05213F-HRTimeline
POTOMAC FUND MANAGEMENT INC /ADV8,019$546K0.03%+16913F-HR/ATimeline
Mattern Wealth Management LLC7,911$545K0.11%+113F-HRTimeline
Modern Wealth Management, LLC7,778$536K0.01%+1,67613F-HR/ATimeline
MainStreet Investment Advisors LLC7,706$531K0.07%+2,35913F-HRTimeline
Novak & Powell Financial Services, Inc.7,568$522K0.36%+7313F-HRTimeline
JEPPSON WEALTH MANAGEMENT, LLC7,424$512K0.18%013F-HRTimeline
iA Global Asset Management Inc.7,370$508K0.01%+2,68513F-HRTimeline
Coppell Advisory Solutions LLC7,399$505K0.06%-96613F-HR/ATimeline
MGO ONE SEVEN LLC7,172$494K0.02%+10013F-HRTimeline
Sunbelt Securities, Inc.7,908$487K0.04%+5213F-HRTimeline
TI-TRUST, INC7,047$486K0.33%013F-HRTimeline
LANARK FINANCIAL, INC.7,025$484K0.04%+113F-HRTimeline
EVOKE WEALTH, LLC7,017$484K0.01%-7813F-HRTimeline
TOKIO MARINE ASSET MANAGEMENT CO LTDin group TOKIO MARINE HOLDINGS, INC.6,946$479K0.02%+23413F-HRTimelineGroup
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC6,821$470K0.01%-74213F-HRTimelineGroup
Vise Technologies, Inc.6,727$464K0.02%13F-HRTimeline
AE Wealth Management LLC6,715$463K<0.01%+52213F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding6,706$462K+495Timeline
Compound Planning, Inc.6,700$462K0.02%+14213F-HRTimeline
Forvis Mazars Wealth Advisors, LLC6,678$460K0.01%+7713F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC6,654$459K0.01%-8113F-HRTimeline
KORNITZER CAPITAL MANAGEMENT INC /KS6,579$453K0.01%013F-HRTimeline
IFG Advisory, LLC6,543$451K0.02%+8313F-HRTimeline
SIGNATUREFD, LLC6,507$449K0.01%+5213F-HRTimeline
MARTINGALE ASSET MANAGEMENT L P6,420$443K0.01%new13F-HRTimeline
FAS Wealth Partners, Inc.6,413$442K0.03%+15013F-HRTimeline
BANCO BILBAO VIZCAYA ARGENTARIA, S.A.6,361$437K<0.01%+1,41713F-HRTimeline
Farther Finance Advisors, LLC6,325$436K0.01%+25713F-HRTimeline
CSS LLC/IL6,260$432K0.03%new13F-HRTimeline
OCCUDO QUANTITATIVE STRATEGIES LP6,227$429K0.05%new13F-HRTimeline
World Investment Advisors6,170$425K0.01%+36213F-HRTimeline
Summit Trail Advisors, LLC6,096$420K0.01%+1,95713F-HRTimeline
NorthCoast Asset Management LLC6,089$420K<0.01%+2413F-HRTimeline
Waterfront Wealth Inc.6,067$418K0.09%+2613F-HRTimeline
NorthCrest Asset Manangement, LLC5,906$414K0.01%-29313F-HRTimeline
Callan Family Office, LLC5,992$413K0.01%new13F-HRTimeline
Uncommon Cents Investing LLC5,840$403K0.11%013F-HRTimeline
NAPLES GLOBAL ADVISORS, LLC5,514$380K0.03%013F-HRTimeline
SCHULHOFF & CO INC5,500$379K0.17%013F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC5,445$375K<0.01%-9113F-HR/ATimelineGroup
CI INVESTMENTS INC.in group CI INVESTMENTS INC.5,425$374K<0.01%-1,69113F-HRTimelineGroup
TOCQUEVILLE ASSET MANAGEMENT L.P.in group TOCQUEVILLE ASSET MANAGEMENT …5,400$372K0.01%013F-HRTimelineGroup
Empowered Funds, LLC5,390$372K<0.01%+74213F-HRTimeline
VISTA INVESTMENT PARTNERS LLC5,358$369K0.11%013F-HRTimeline
Balboa Wealth Partners5,357$369K0.07%new13F-HRTimeline
Advantage Trust Co5,350$369K0.18%+5,25013F-HRTimeline
GoalVest Advisory LLC5,259$363K0.09%+16313F-HRTimeline
CGN Advisors LLC5,130$354K0.03%+1313F-HRTimeline
Merit Financial Group, LLC5,112$352K<0.01%+44913F-HRTimeline
MUFG SECURITIES AMERICAS INC.5,099$351K0.03%+1,02813F-HRTimeline
GENTRY PRIVATE WEALTH, LLC5,093$351K0.27%013F-HRTimeline
CENTRAL TRUST Co5,074$350K0.01%+18313F-HRTimeline
SYON CAPITAL LLC5,046$348K0.02%new13F-HRTimeline
NorthRock Partners, LLC5,035$347K0.01%+35213F-HR/ATimeline
Valeo Financial Advisors, LLC5,007$345K0.01%+59313F-HR/ATimeline
Garner Asset Management Corp4,956$342K0.16%-33913F-HRTimeline
Meiji Yasuda Asset Management Co Ltd.in group Meiji Yasuda Life Insurance Co4,946$341K0.02%-2,73013F-HRTimelineGroup
Federation des caisses Desjardins du Qu…4,909$338K<0.01%+18613F-HRTimeline
Gradient Investments LLCin group Gradient Investments LLC4,896$337K0.01%+1,23513F-HRTimelineGroup
Bridgefront Capital, LLC4,855$335K0.09%-25,26313F-HRTimeline
INTRUST BANK NA4,768$329K0.03%-59913F-HRTimeline
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK4,767$329K<0.01%+19513F-HRTimelineGroup
Equitable Holdings, Inc.in group Equitable Holdings, Inc.4,729$326K<0.01%-21613F-HRTimelineGroup
MIdWestOne Financial Group, Inc.4,711$325K0.04%-3813F-HRTimeline
Advyzon Investment Management, LLC4,705$324K0.07%new13F-HRTimeline
VAUGHAN DAVID INVESTMENTS LLC/IL4,664$321K0.01%-26913F-HRTimeline
IFP Advisors, Inc4,037$320K0.01%+22613F-HRTimeline
denkapparat Operations GmbH4,618$318K0.25%-2,12613F-HRTimeline
Sage Mountain Advisors LLC4,591$316K0.02%-91813F-HRTimeline
Kentucky Trust Co4,586$316K0.18%-5913F-HRTimeline
Sound View Wealth Advisors Group, LLC4,572$315K0.02%013F-HRTimeline
Integris Wealth Management, LLC4,570$315K0.08%013F-HRTimeline
BRIGHTON JONES LLC4,562$314K0.01%+31013F-HRTimeline
MATHER GROUP, LLC.4,548$313K<0.01%+40113F-HRTimeline
B. Metzler seel. Sohn & Co. AGin group B. Metzler seel. Sohn & Co. AG4,524$312K<0.01%013F-HRTimelineGroup
Ascentis Independent Advisorsin group Ascentis Wealth Management, L…4,484$309K0.06%-10813F-HRTimelineGroup
Farringdon Capital, Ltd.4,470$308K0.1%new13F-HRTimeline
Walker Asset Management, LLC4,468$308K0.18%+3513F-HRTimeline
Union Bancaire Privee, UBP SA5,138$308K<0.01%new13F-HRTimeline
PFG Investments, LLC4,433$306K0.02%+11913F-HRTimeline
Triad Wealth Partners, LLC4,389$303K0.06%+15913F-HRTimeline
Quantum Portfolio Management LLC4,328$298K0.14%new13F-HRTimeline
Probity Advisors, Inc.4,312$297K0.05%-2313F-HRTimeline
Artisan Partners Limited Partnership4,308$297K<0.01%013F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT4,250$293K0.01%new13F-HRTimeline
Geneos Wealth Management Inc.4,250$293K0.01%-2,11713F-HRTimeline
EASTERN BANK4,232$292K0.01%013F-HRTimeline
Sound Stewardship, LLC4,232$292K0.15%013F-HRTimeline
V-Square Quantitative Management LLC4,100$283K0.04%+27713F-HRTimeline
Black Diamond Financial, LLC4,075$281K0.04%013F-HRTimeline
Cresset Asset Management, LLC4,073$281K<0.01%-3,10513F-HR/ATimeline
AVIVA PLCin group AVIVA PLC4,041$279K<0.01%+50713F-HRTimelineGroup
Kimelman & Baird, LLC4,031$278K0.02%-2313F-HRTimeline
Bank & Trust Co3,978$274K0.22%013F-HRTimeline
Alpha Family Trustin group Alpha Family Trust3,970$274K0.14%013F-HRTimelineGroup
Summit Financial, LLC3,950$272K0.01%new13F-HRTimeline
SYM FINANCIAL Corp3,944$272K0.03%+11113F-HRTimeline
Sowell Financial Services LLC3,916$270K0.01%+4413F-HRTimeline
MassMutual Private Wealth & Trust, FSB3,905$269K0.01%+22113F-HRTimeline
KAVAR CAPITAL PARTNERS GROUP, LLC3,903$269K0.04%+30013F-HRTimeline
Legacy Financial Strategies, LLC3,893$268K0.05%+6213F-HRTimeline
Institute for Wealth Management, LLC.3,881$268K0.03%+92313F-HRTimeline
LexAurum Advisors, LLC3,880$267K0.04%+37513F-HRTimeline
Wedmont Private Capital3,845$265K0.01%+40613F-HRTimeline
MBB PUBLIC MARKETS I LLC3,826$264K0.03%-85713F-HRTimeline
First National Advisers, LLCin group FIRST NATIONAL BANK OF OMAHA3,761$259K0.04%013F-HRTimelineGroup
Glenview Trust Co3,758$259K<0.01%-4613F-HRTimeline
Texas Yale Capital Corp.3,743$258K0.01%013F-HRTimeline
D.A. DAVIDSON & CO.3,735$258K<0.01%-6713F-HRTimeline
SMITH CHAS P & ASSOCIATES PA CPASin group SMITH CHAS P & ASSOCIATES PA …3,735$257K0.01%013F-HRTimelineGroup
Trust Co of Kansas3,726$257K0.12%-20013F-HRTimeline
PRAXIS INVESTMENT MANAGEMENT INC3,720$256K0.02%013F-HRTimeline
National Pension Service3,699$255K<0.01%+2,85913F-HRTimeline
Cornerstone Wealth Management, LLC3,651$252K0.02%+11113F-HRTimeline
OneAscent Financial Services LLCin group OneAscent Financial Services …3,610$251K0.02%+613F-HRTimelineGroup
Blackhawk Capital Partners, LLC3,620$250K0.12%-2,48413F-HRTimeline
Baker Avenue Asset Management, LP3,601$248K0.01%+23613F-HRTimeline
Ballentine Partners, LLC3,592$248K<0.01%-9113F-HRTimeline
Kingsview Wealth Management, LLC3,569$246K<0.01%new13F-HRTimeline
DANSKE BANK A/S3,500$241K<0.01%-15013F-HRTimeline
GREENLEAF TRUST3,495$241K<0.01%+1413F-HRTimeline
GRIES FINANCIAL LLC3,484$240K0.04%013F-HRTimeline
MARSHALL WACE, LLPin group MARSHALL WACE, LLP3,439$237K<0.01%new13F-HRTimelineGroup
Longboard Asset Management, LP3,396$234K0.58%013F-HRTimeline
Advisory Alpha, LLC3,381$233K0.01%+10213F-HRTimeline
Morningstar Investment Management LLCin group Morningstar Investment Manage…3,377$233K0.02%new13F-HRTimelineGroup
Phoenix Wealth Advisors3,329$229K0.1%+2813F-HRTimeline
AlphaStar Capital Management, LLC3,327$229K0.02%-4,93713F-HRTimeline
HAGER INVESTMENT MANAGEMENT SERVICES, L…3,320$229K0.14%013F-HRTimeline
IEQ CAPITAL, LLC3,303$228K<0.01%-32,41213F-HRTimeline
Beacon Pointe Advisors, LLC3,301$228K<0.01%+22713F-HRTimeline
KCM INVESTMENT ADVISORS LLC3,270$225K0.01%-78413F-HRTimeline
COMMERZBANK AKTIENGESELLSCHAFT /FI3,239$224K0.01%013F-HRTimeline
Optas, LLC3,246$224K0.04%new13F-HRTimeline
Venturi Wealth Management, LLC3,245$224K0.01%-48413F-HRTimeline
Quent Capital, LLC3,233$223K0.02%+1413F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.3,228$223K0.01%013F-HRTimeline
Keystone Financial Group3,212$221K0.02%new13F-HRTimeline
Ifrah Financial Services, Inc.3,144$217K0.06%-4313F-HRTimeline
SteelPeak Wealth, LLC3,128$216K0.01%-12,85813F-HRTimeline
GUYASUTA INVESTMENT ADVISORS INC3,115$215K0.01%013F-HRTimeline
Canada Post Corp Registered Pension Plan3,105$214K0.01%new13F-HRTimeline
Nova R Wealth, Inc.3,103$214K0.1%013F-HRTimeline
Wealth Alliance Advisory Group, LLC3,085$213K0.04%new13F-HRTimeline
Clearwater Capital Advisors, LLC3,074$212K0.02%013F-HRTimeline
Inscription Capital, LLC3,060$211K0.03%new13F-HRTimeline
KING LUTHER CAPITAL MANAGEMENT CORP3,060$211K<0.01%+7913F-HRTimeline
Bedel Financial Consulting, Inc.3,046$210K0.03%013F-HRTimeline
Steward Partners Investment Advisory, L…3,032$209K<0.01%-1,04113F-HRTimeline
Barnes Wealth Management Group, Inc3,005$207K0.12%+9613F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC2,999$207K<0.01%new13F-HRTimelineGroup
Burton Enright Welch2,912$201K0.03%+813F-HRTimeline
State of Wyoming2,832$195K0.02%-2,75413F-HRTimeline
Riggs Asset Managment Co. Inc.2,800$193K0.05%013F-HRTimeline
Global Retirement Partners, LLC2,620$181K<0.01%13F-HRTimeline
Larson Financial Group LLC2,614$180K0.01%-70313F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…2,558$176K<0.01%-17,94813F-HRTimelineGroup
BESSEMER GROUP INCin group BESSEMER GROUP INC2,565$176K<0.01%-44713F-HRTimelineGroup
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO2,492$172K<0.01%+24713F-HRTimelineGroup
CX Institutional2,336$161K0.01%-26313F-HR/ATimeline
Versant Capital Management, Inc2,200$152K0.02%+6713F-HRTimeline
Y.D. More Investments Ltdin group Y.D. More Investments Ltd2,217$151K0.01%+44613F-HRTimelineGroup
Bayforest Capital Ltd2,150$148K0.06%-3,87713F-HRTimeline
SIMPLEX TRADING, LLC2,140$147K<0.01%new13F-HRTimeline
HHM Wealth Advisors, LLC2,074$143K0.02%013F-HRTimeline
Arax Advisory Partners1,966$136K0.01%+2613F-HRTimeline
Walleye Capital LLCgroup of 2 filers holding1,873$129K-68,433Timeline
TRUST CO OF VERMONT1,870$129K0.01%013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…1,865$129K0.01%+12913F-HRTimelineGroup
Tradewinds Capital Management, LLC1,800$124K0.03%013F-HRTimeline
GPS Wealth Strategies Group, LLC1,677$116K0.01%-10513F-HRTimeline
Addison Advisors LLC1,531$106K0.03%+1713F-HRTimeline
OSTRUM ASSET MANAGEMENT1,525$105K<0.01%-4413F-HRTimeline
Smartleaf Asset Management LLC1,532$105K0.01%-1,01113F-HRTimeline
ATWOOD & PALMER INC1,507$104K0.01%+23913F-HRTimeline
Creative Capital Management Investments…1,501$103K0.04%013F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…1,438$99.2K0.01%+113F-HRTimeline
Siemens Fonds Invest GmbH1,438$99.1K0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.1,393$96K<0.01%+3013F-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