Skip to content
Disclosery

EVRG EVERGY INC

Follow

Stock (common), issuer CIK 1711269

829 managers (855 13F filers) reported a position in EVRG shares at 2025-09-30, 214,763,475 shares in all. 88 filers opened a position and 53 filers sold out during the quarter.

Managers
829
13F filers
855
New
88
Added
338
Reduced
252
Sold out
53
Shares held by filers
214,763,475

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT,…9,000$684K0.03%013F-HRTimeline
HB Wealth Management, LLC8,999$684K<0.01%+8513F-HRTimeline
Oak Thistle LLC8,897$676K0.1%new13F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.8,848$673K0.04%+41813F-HRTimelineGroup
Prime Capital Investment Advisors, LLC8,842$672K0.01%-1,34013F-HRTimeline
SMITH, MOORE & CO.8,799$669K0.05%-1,64413F-HRTimeline
Forvis Mazars Wealth Advisors, LLC8,793$668K0.01%+2,11513F-HRTimeline
Apexium Financial, LP8,728$664K0.03%013F-HRTimeline
Vestmark Advisory Solutions, Inc.8,650$658K0.01%new13F-HRTimeline
Apollon Wealth Management, LLCgroup of 2 filers holding8,585$653K-2,189Timeline
Heartland Bank & Trust Co8,559$651K0.27%-313F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC8,494$646K0.04%+8,21913F-HRTimeline
Vise Technologies, Inc.8,425$640K0.02%+1,69813F-HRTimeline
Intrua Financial, LLC8,265$628K0.07%+9413F-HRTimeline
ALLSTATE CORPin group ALLSTATE CORP8,219$625K0.01%new13F-HRTimelineGroup
Empirical Finance, LLC8,163$621K0.03%+8113F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC8,158$620K0.01%-1,01513F-HRTimeline
Sunbelt Securities, Inc.8,040$611K0.04%+13213F-HRTimeline
POTOMAC FUND MANAGEMENT INC /ADV8,010$609K0.03%-913F-HRTimeline
NICOLET BANKSHARES INCin group NICOLET BANKSHARES INC8,000$608K0.1%013F-HRTimelineGroup
Compound Planning, Inc.7,974$606K0.02%+1,27413F-HRTimeline
Modern Wealth Management, LLC7,926$603K0.01%+14813F-HRTimeline
Atria Investments, Inc7,919$602K0.01%-55513F-HRTimeline
B. Riley Wealth Advisors, Inc.7,842$596K0.03%-63613F-HRTimeline
FineMark National Bank & Trust7,813$594K0.02%-1,02213F-HRTimeline
Metis Global Partners, LLC7,736$588K0.01%-49213F-HRTimeline
CSS LLC/IL7,720$587K0.03%+1,46013F-HRTimeline
MainStreet Investment Advisors LLC7,687$584K0.08%-1913F-HRTimeline
SYON CAPITAL LLC7,594$577K0.03%+2,54813F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC7,472$568K0.01%+81813F-HRTimeline
AE Wealth Management LLC7,447$566K<0.01%+73213F-HRTimeline
AGF MANAGEMENT LTDin group AGF MANAGEMENT LTD7,438$565K<0.01%-1,96813F-HRTimelineGroup
JEPPSON WEALTH MANAGEMENT, LLC7,424$564K0.18%013F-HRTimeline
MGO ONE SEVEN LLC7,422$564K0.01%+25013F-HRTimeline
EVOKE WEALTH, LLC7,370$560K0.01%+35313F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC7,326$557K0.01%+6,61513F-HRTimeline
TOKIO MARINE ASSET MANAGEMENT CO LTDin group TOKIO MARINE HOLDINGS, INC.7,325$557K0.02%+37913F-HRTimelineGroup
Inscription Capital, LLC7,284$554K0.06%+4,22413F-HRTimeline
STEPH & CO7,260$552K0.17%-1,36813F-HRTimeline
Man Group plcin group Man Group plc7,238$550K<0.01%-7,31013F-HRTimelineGroup
Empowered Funds, LLC7,210$548K0.01%+1,82013F-HRTimeline
Mattern Wealth Management LLC7,151$544K0.11%-76013F-HRTimeline
Trust Co7,080$538K0.06%-11,02113F-HRTimeline
TI-TRUST, INC7,047$536K0.34%013F-HRTimeline
Novak & Powell Financial Services, Inc.7,037$535K0.28%-53113F-HRTimeline
Ashton Thomas Private Wealth, LLC6,998$532K0.01%new13F-HRTimeline
SIGNATUREFD, LLC6,966$530K0.01%+45913F-HRTimeline
LANARK FINANCIAL, INC.6,950$528K0.04%-7513F-HRTimeline
Associated Banc-Corpin group Associated Banc-Corp6,738$512K0.01%new13F-HRTimelineGroup
Coppell Advisory Solutions LLC6,750$507K0.05%-64913F-HRTimeline
BLAIR WILLIAM & CO/IL6,640$505K<0.01%-2,18613F-HRTimeline
SUMMIT WEALTH GROUP LLC / CO2,973$502K0.05%new13F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC6,578$500K0.01%-24313F-HRTimelineGroup
44 WEALTH MANAGEMENT LLC6,552$498K0.17%new13F-HRTimeline
IFG Advisory, LLC6,543$497K0.02%013F-HRTimeline
Federation des caisses Desjardins du Qu…6,305$479K<0.01%+1,39613F-HRTimeline
Waterfront Wealth Inc.6,067$479K0.1%013F-HRTimeline
NorthCrest Asset Manangement, LLC6,076$472K0.01%+17013F-HRTimeline
MUFG SECURITIES AMERICAS INC.6,206$472K0.03%+1,10713F-HRTimeline
Aaron Wealth Advisors LLC6,200$471K0.03%new13F-HRTimeline
National Pension Service6,027$458K<0.01%+2,32813F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC5,908$449K<0.01%+46313F-HR/ATimelineGroup
Uncommon Cents Investing LLC5,840$444K0.11%013F-HRTimeline
Merit Financial Group, LLC5,790$440K<0.01%+67813F-HR/ATimeline
FAS Wealth Partners, Inc.5,735$436K0.03%-67813F-HRTimeline
Callan Family Office, LLC5,664$431K0.01%-32813F-HRTimeline
NAPLES GLOBAL ADVISORS, LLC5,625$428K0.03%+11113F-HRTimeline
STRS OHIO5,504$418K<0.01%-39,38213F-HRTimeline
SCHULHOFF & CO INC5,500$418K0.18%013F-HRTimeline
Sage Mountain Advisors LLC5,495$418K0.02%+90413F-HRTimeline
Quantum Portfolio Management LLC5,490$417K0.12%+1,16213F-HRTimeline
INTEGRITY ALLIANCE, LLC.5,456$415K0.02%new13F-HRTimeline
TOCQUEVILLE ASSET MANAGEMENT L.P.in group TOCQUEVILLE ASSET MANAGEMENT …5,400$411K0.01%013F-HRTimelineGroup
Rakuten Group, Inc.group of 2 filers holding10,471$410K+10,470Timeline
Balboa Wealth Partners5,365$408K0.07%+813F-HRTimeline
VISTA INVESTMENT PARTNERS LLC5,358$407K0.11%013F-HRTimeline
Advantage Trust Co5,350$407K0.18%013F-HRTimeline
Krilogy Financial LLC5,276$405K0.02%new13F-HRTimeline
World Investment Advisors5,282$402K0.01%-88813F-HRTimeline
GoalVest Advisory LLC5,259$400K0.08%013F-HRTimeline
BRIGHTON JONES LLC5,239$398K0.01%+67713F-HRTimeline
PANAGORA ASSET MANAGEMENT INC5,183$394K<0.01%-26,96213F-HRTimeline
GENTRY PRIVATE WEALTH, LLC5,093$387K0.27%013F-HRTimeline
LexAurum Advisors, LLC5,087$387K0.05%+1,20713F-HRTimeline
CENTRAL TRUST Co5,074$386K0.01%013F-HRTimeline
Advyzon Investment Management, LLC5,065$385K0.07%+36013F-HRTimeline
Valeo Financial Advisors, LLC4,991$379K0.01%-1613F-HRTimeline
Garner Asset Management Corp4,957$377K0.15%+113F-HRTimeline
GTS SECURITIES LLC4,937$375K0.01%new13F-HRTimeline
NorthRock Partners, LLC4,885$371K0.01%-15013F-HRTimeline
Meiji Yasuda Asset Management Co Ltd.in group Meiji Yasuda Life Insurance Co4,876$371K0.02%-7013F-HRTimelineGroup
INTRUST BANK NA4,871$370K0.03%+10313F-HRTimeline
CGN Advisors LLC4,830$367K0.03%-30013F-HRTimeline
Simplicity Wealth,LLC4,804$365K0.02%-6,48613F-HRTimeline
MIdWestOne Financial Group, Inc.4,770$363K0.04%+5913F-HRTimeline
Aptus Capital Advisors, LLC4,734$360K<0.01%-3,78713F-HRTimeline
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK4,699$357K<0.01%-6813F-HRTimelineGroup
AlphaStar Capital Management, LLC4,697$357K0.03%+1,37013F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…4,663$355K<0.01%new13F-HRTimelineGroup
Independent Advisor Alliance4,616$351K0.01%-4,34213F-HRTimeline
Kentucky Trust Co4,586$349K0.19%013F-HRTimeline
Integris Wealth Management, LLC4,570$347K0.08%013F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.4,558$346K<0.01%-17113F-HRTimelineGroup
VAUGHAN DAVID INVESTMENTS LLC/IL4,548$346K0.01%-11613F-HRTimeline
Wedmont Private Capital4,444$345K0.01%+59913F-HRTimeline
B. Metzler seel. Sohn & Co. AGin group B. Metzler seel. Sohn & Co. AG4,524$344K<0.01%013F-HRTimelineGroup
Walker Asset Management, LLC4,500$342K0.19%+3213F-HRTimeline
PFG Investments, LLC4,450$338K0.02%+1713F-HRTimeline
Triad Wealth Partners, LLC4,415$336K0.04%+2613F-HRTimeline
MUFG Securities EMEA plc4,405$335K0.01%+3,72713F-HRTimeline
Ascentis Independent Advisorsin group Ascentis Wealth Management, L…4,372$332K0.06%-11213F-HRTimelineGroup
Keystone Financial Group4,372$332K0.03%+1,16013F-HR/ATimeline
Empirical Financial Services, LLC d.b.a…4,369$332K0.01%new13F-HRTimeline
Ballentine Partners, LLC4,347$330K<0.01%+75513F-HRTimeline
Sound View Wealth Advisors Group, LLC4,342$330K0.02%-23013F-HRTimeline
Artisan Partners Limited Partnership4,308$327K<0.01%013F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT4,300$327K0.01%+5013F-HRTimeline
Probity Advisors, Inc.4,266$324K0.05%-4613F-HRTimeline
MATHER GROUP, LLC.4,246$323K<0.01%-30213F-HRTimeline
EASTERN BANK4,232$322K0.01%013F-HRTimeline
Sound Stewardship, LLC4,232$322K0.15%013F-HRTimeline
Cresset Asset Management, LLC4,183$318K<0.01%+11013F-HR/ATimeline
TRANSCEND CAPITAL ADVISORS, LLC4,082$310K0.02%new13F-HRTimeline
Black Diamond Financial, LLC4,065$309K0.03%-1013F-HRTimeline
Glenview Trust Co4,051$308K<0.01%+29313F-HRTimeline
AVIVA PLCin group AVIVA PLC4,041$307K<0.01%013F-HRTimelineGroup
Kimelman & Baird, LLC4,031$306K0.02%013F-HRTimeline
SYM FINANCIAL Corp4,024$306K0.03%+8013F-HRTimeline
D.A. DAVIDSON & CO.4,004$304K<0.01%+26913F-HRTimeline
DANSKE BANK A/S4,000$304K<0.01%+50013F-HR/ATimeline
Baker Avenue Asset Management, LP3,972$302K0.01%+37113F-HRTimeline
Alpha Family Trustin group Alpha Family Trust3,970$302K0.14%013F-HRTimelineGroup
Ameritas Investment Partners, Inc.group of 2 filers holding3,934$299K-2,772Timeline
IFP Advisors, Inc3,931$299K0.01%-10613F-HR/ATimeline
Sowell Financial Services LLC3,918$298K0.01%+213F-HRTimeline
Kingsview Wealth Management, LLC3,909$297K<0.01%+34013F-HRTimeline
KAVAR CAPITAL PARTNERS GROUP, LLC3,903$297K0.04%013F-HRTimeline
Legacy Financial Strategies, LLC3,893$296K0.05%013F-HRTimeline
GREENLEAF TRUST3,867$294K<0.01%+37213F-HRTimeline
Blackhawk Capital Partners, LLC3,849$293K0.11%+22913F-HRTimeline
MassMutual Private Wealth & Trust, FSB3,844$292K0.01%-6113F-HRTimeline
Trust Co of Kansas3,846$292K0.14%+12013F-HRTimeline
Robertson Stephens Wealth Management, L…3,812$290K0.01%new13F-HRTimeline
Bank & Trust Co3,809$290K0.21%-16913F-HRTimeline
Texas Capital Bank Wealth Management Se…3,781$287K0.02%new13F-HRTimeline
Leo Wealth, LLC3,777$287K0.04%-16,52613F-HRTimeline
Composition Wealth, LLC3,772$287K<0.01%new13F-HRTimeline
First National Advisers, LLCin group FIRST NATIONAL BANK OF OMAHA3,761$286K0.04%013F-HRTimelineGroup
Cornerstone Wealth Management, LLC3,744$285K0.02%+9313F-HRTimeline
Texas Yale Capital Corp.3,743$285K0.01%013F-HRTimeline
SMITH CHAS P & ASSOCIATES PA CPASin group SMITH CHAS P & ASSOCIATES PA …3,735$284K0.02%013F-HRTimelineGroup
PRAXIS INVESTMENT MANAGEMENT INC3,720$283K0.02%013F-HRTimeline
CI INVESTMENTS INC.in group CI INVESTMENTS INC.3,690$281K<0.01%-1,73513F-HRTimelineGroup
Gradient Investments LLCin group Gradient Investments LLC3,683$280K<0.01%-1,21313F-HRTimelineGroup
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…3,680$280K<0.01%new13F-HRTimelineGroup
Venturi Wealth Management, LLC3,673$279K0.01%+42813F-HRTimeline
Tradewinds, LLC.3,612$275K0.07%new13F-HRTimeline
Voleon Capital Management LP3,601$274K0.01%new13F-HRTimeline
PAX Financial Group, LLC3,562$271K0.05%new13F-HRTimeline
Tema ETFs LLC3,502$266K0.02%new13F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO3,424$260K<0.01%+93213F-HRTimelineGroup
GRIES FINANCIAL LLC3,423$260K0.04%-6113F-HRTimeline
Summit Financial, LLC3,401$259K<0.01%-54913F-HRTimeline
Longboard Asset Management, LP3,396$258K0.42%013F-HRTimeline
AlphaCore Capital LLC3,369$256K0.01%+2,89313F-HRTimeline
Optas, LLC3,359$255K0.04%+11313F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…3,335$254K0.01%+77713F-HRTimelineGroup
BESSEMER GROUP INCin group BESSEMER GROUP INC3,324$252K<0.01%+75913F-HRTimelineGroup
HAGER INVESTMENT MANAGEMENT SERVICES, L…3,310$252K0.14%-1013F-HRTimeline
Advisory Alpha, LLC3,300$251K0.01%-8113F-HRTimeline
Phoenix Wealth Advisors3,264$248K0.1%-6513F-HRTimeline
COMMERZBANK AKTIENGESELLSCHAFT /FI3,239$247K0.01%013F-HRTimeline
Quent Capital, LLC3,246$247K0.02%+1313F-HRTimeline
Avantra Family Wealth, Inc.3,233$246K0.18%new13F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.3,228$245K0.01%013F-HRTimeline
XTX Topco Ltdin group XTX Topco Ltd3,170$241K0.01%new13F-HRTimelineGroup
Nova R Wealth, Inc.3,161$240K0.1%+5813F-HRTimeline
GUYASUTA INVESTMENT ADVISORS INC3,115$237K0.01%013F-HRTimeline
Ifrah Financial Services, Inc.3,112$237K0.06%-3213F-HRTimeline
JOURNEY STRATEGIC WEALTH LLC3,110$236K0.01%new13F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC3,107$236K<0.01%new13F-HRTimeline
KCM INVESTMENT ADVISORS LLC3,105$236K0.01%-16513F-HRTimeline
Wealth Alliance Advisory Group, LLC3,095$235K0.04%+1013F-HRTimeline
Bedel Financial Consulting, Inc.3,076$234K0.03%+3013F-HRTimeline
Clearwater Capital Advisors, LLC3,074$234K0.02%013F-HRTimeline
Canada Post Corp Registered Pension Plan3,105$233K0.01%013F-HRTimeline
Barnes Wealth Management Group, Inc3,061$233K0.13%+5613F-HRTimeline
KING LUTHER CAPITAL MANAGEMENT CORP3,032$230K<0.01%-2813F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC3,020$230K<0.01%+2113F-HRTimelineGroup
Steward Partners Investment Advisory, L…3,013$229K<0.01%-1913F-HRTimeline
Washington Trust Bank3,000$228K0.02%new13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Burton Enright Welch2,950$224K0.03%+3813F-HRTimeline
CFS Investment Advisory Services, LLC2,866$223K0.02%new13F-HRTimeline
Larson Financial Group LLC2,894$220K0.01%+28013F-HRTimeline
Smartleaf Asset Management LLC2,885$217K0.01%+1,35313F-HRTimeline
CHICAGO TRUST Co NA2,836$216K0.03%new13F-HRTimeline
Westover Capital Advisors, LLC2,800$213K0.04%new13F-HRTimeline
Riggs Asset Managment Co. Inc.2,800$213K0.05%013F-HRTimeline
EARNED WEALTH ADVISORS, LLC2,792$212K0.03%new13F-HRTimeline
Northstar Advisory Group, LLC2,742$208K0.09%new13F-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