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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
Riverview Trust Co804$49.5K0.04%013F-HRTimeline
Parkside Financial Bank & Trust798$49.1K0.01%+5513F-HRTimeline
SBI Securities Co., Ltd.797$49.1K<0.01%13F-HRTimeline
Beaird Harris Wealth Management, LLC793$48.8K<0.01%new13F-HRTimeline
Lindbrook Capital, LLC786$48.4K<0.01%+1213F-HRTimeline
WHITTIER TRUST CO781$48.1K<0.01%013F-HRTimeline
Centennial Bank/AR/in group Centennial Bank/AR/777$47.8K0.02%013F-HRTimelineGroup
Versant Capital Management, Inc750$46.2K0.01%+10413F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC746$45.9K<0.01%+513F-HRTimeline
ROTHSCHILD INVESTMENT LLC741$45.6K<0.01%+1113F-HRTimeline
Pinnacle Bancorp, Inc.740$45.5K0.01%013F-HRTimeline
Cromwell Holdings LLC732$45.1K0.03%013F-HRTimeline
Sandy Spring Bank730$44.9K<0.01%+71813F-HRTimeline
MV CAPITAL MANAGEMENT, INC.725$44.6K<0.01%-1113F-HRTimeline
SENTRY INVESTMENT MANAGEMENT LLC713$44K0.02%-11613F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.691$43K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Tortoise Investment Management, LLC676$41.6K<0.01%-313F-HR/ATimeline
PIN OAK INVESTMENT ADVISORS INC660$41K0.04%013F-HRTimeline
Heritage Wealth Advisors658$40.5K<0.01%013F-HRTimeline
Deseret Mutual Benefit Administrators650$40K0.02%013F-HRTimeline
DELTA ASSET MANAGEMENT LLC/TN605$37.2K<0.01%013F-HRTimeline
Mechanics Financial Corp605$37.2K0.02%013F-HRTimeline
DT Investment Partners, LLC600$36.9K<0.01%013F-HRTimeline
Pacific Center for Financial Services598$36.8K0.01%013F-HRTimeline
Key Financial Inc598$36.8K0.01%013F-HRTimeline
Penserra Capital Management LLCin group Penserra Capital Management L…582$35K<0.01%new13F-HRTimelineGroup
Independence Bank of Kentucky556$34.2K0.01%013F-HRTimeline
CNB Bank553$34K0.02%013F-HRTimeline
Moisand Fitzgerald Tamayo, LLC534$32.9K<0.01%013F-HRTimeline
LMR Partners LLPin group LMR Partners LLP532$32.7K<0.01%new13F-HRTimelineGroup
Truvestments Capital LLC523$32.2K0.01%+513F-HRTimeline
Colonial Trust Advisorsgroup of 2 filers holding521$32.1K+102Timeline
Physician Wealth Advisors, Inc.512$31.5K0.01%new13F-HRTimeline
MOTCO499$30.7K<0.01%-59813F-HRTimeline
2UniFi Bank498$30.7K0.02%13F-HRTimeline
Fairscale Capital, LLC492$30.3K0.03%013F-HRTimeline
National Pension Service481$29.6K<0.01%new13F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…479$29.5K<0.01%-1813F-HRTimelineGroup
Carolina Wealth Advisors, LLC478$29.4K0.02%013F-HRTimeline
PRIVATE TRUST CO NA468$28.8K<0.01%013F-HRTimeline
Elequin Capital, LP466$28.7K<0.01%-18413F-HRTimeline
Avion Wealth470$28K0.01%+813F-HRTimeline
Hemington Wealth Management468$28K0.01%+2713F-HRTimeline
LEE DANNER & BASS INC425$26.2K<0.01%new13F-HRTimeline
Painted Porch Advisors LLC425$26.2K0.01%new13F-HRTimeline
Financial Avengers, Inc.420$25.9K0.01%+413F-HRTimeline
AdvisorNet Financial, Inc407$25.1K<0.01%-3313F-HRTimeline
Roxbury Financial LLC373$24.1K0.02%13F-HRTimeline
CoreCap Advisors, LLC388$23.9K<0.01%-5013F-HRTimeline
Bruce G. Allen Investments, LLC358$22K0.02%013F-HRTimeline
True Wealth Design, LLC357$22K0.01%+613F-HRTimeline
Raleigh Capital Management Inc.349$21.5K0.01%+17813F-HRTimeline
Altshuler Shaham Ltd341$21K<0.01%new13F-HRTimeline
AMERIFLEX GROUP, INC.320$20.5K0.01%13F-HRTimeline
First Command Advisory Services, Inc.332$20.4K<0.01%new13F-HRTimeline
FSA Wealth Management LLC330$20.3K0.01%013F-HRTimeline
Smithfield Trust Co330$20K<0.01%013F-HRTimeline
Fortitude Family Office, LLC320$19.7K0.01%013F-HRTimeline
Red Tortoise LLC312$19.2K0.01%013F-HRTimeline
Zions Bancorporation, N.A.311$19.1K<0.01%013F-HRTimeline
Hopwood Financial Services, Inc.299$18.4K0.01%13F-HRTimeline
FOSTER DYKEMA CABOT & PARTNERS, LLC299$18.4K<0.01%013F-HRTimeline
VALLEY NATIONAL ADVISERS INC299$18K<0.01%013F-HRTimeline
JNBA Financial Advisors273$16.8K<0.01%013F-HRTimeline
Addison Advisors LLC273$16.8K<0.01%-2313F-HRTimeline
WASHINGTON TRUST Co269$16.6K<0.01%013F-HRTimeline
MARK SHEPTOFF FINANCIAL PLANNING, LLC269$16.6K0.01%013F-HRTimeline
Private Wealth Management Group, LLC260$16K0.01%013F-HRTimeline
ACADIAN ASSET MANAGEMENT LLCin group ACADIAN ASSET MANAGEMENT LLC260$16K<0.01%013F-HRTimelineGroup
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO249$15.3K<0.01%+24513F-HRTimelineGroup
Optiver Holding B.V.in group Optiver Holding B.V.244$15K<0.01%+12213F-HRTimelineGroup
Missouri Trust & Investment Co226$13.9K<0.01%013F-HRTimeline
Global X Japan Co., Ltd.221$13.6K<0.01%+4513F-HRTimeline
Brooklyn Investment Group221$13.5K<0.01%+6813F-HRTimeline
EVERMAY WEALTH MANAGEMENT LLC220$13.5K<0.01%013F-HRTimeline
WealthCollab, LLC219$13.5K0.01%+1613F-HRTimeline
INVESTMENT MANAGEMENT CORP /VA/ /ADV212$13K0.01%13F-HRTimeline
Covestor Ltd205$13K0.01%+813F-HRTimeline
Vermillion & White Wealth Management Gr…209$12.9K0.01%013F-HRTimeline
COUNTRY TRUST BANK200$12.3K<0.01%013F-HRTimeline
NCP Inc.200$12.3K0.01%013F-HRTimeline
FLAGSHIP WEALTH ADVISORS, LLC200$12.3K0.01%13F-HRTimeline
Clearstead Advisors, LLC194$11.9K<0.01%+1113F-HRTimeline
GHP Investment Advisors, Inc.190$11.7K<0.01%013F-HRTimeline
Transce3nd, LLC185$11.4K<0.01%13F-HRTimeline
GW&K Investment Management, LLC182$11K<0.01%013F-HRTimeline
West Financial Advisors, LLC177$10.9K<0.01%new13F-HRTimeline
Avior Wealth Management, LLC176$10.8K<0.01%-2013F-HRTimeline
Sugarloaf Wealth Management, LLC176$10.8K<0.01%013F-HRTimeline
GF FUND MANAGEMENT CO. LTD.174$10.7K<0.01%13F-HRTimeline
CGC Financial Services, LLC164$10.1K<0.01%013F-HRTimeline
Gen-Wealth Partners Inc163$10K<0.01%-16113F-HRTimeline
Koesten, Hirschmann & Crabtree, INC.151$9.29K0.01%013F-HRTimeline
Capital Advisors, Ltd. LLC149$9K<0.01%013F-HRTimeline
Paladin Advisory Group, LLC145$8.93K0.01%013F-HRTimeline
High Note Wealth, LLC142$8.74K<0.01%new13F-HRTimeline
Synergy Asset Management, LLCin group Synergy Asset Management, LLC124$7.69K<0.01%new13F-HRTimelineGroup
North Star Investment Management Corp.119$7.32K<0.01%013F-HRTimeline
Aspect Partners, LLC119$7.32K<0.01%013F-HRTimeline
TSFG, LLC113$7K<0.01%013F-HRTimeline
SALEM INVESTMENT COUNSELORS INC110$6.77K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
JFS WEALTH ADVISORS, LLC110$6.77K<0.01%+913F-HRTimeline
Ritter Daniher Financial Advisory LLC /…109$6.71K<0.01%-1013F-HRTimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…102$6.28K<0.01%+4813F-HR/ATimeline
New England Capital Financial Advisors …100$6.16K<0.01%013F-HRTimeline
Bell Investment Advisors, Inc99$6.09K<0.01%+1213F-HRTimeline
TCTC Holdings, LLCin group TCTC Holdings, LLC92$5.66K<0.01%new13F-HRTimelineGroup
Annis Gardner Whiting Capital Advisors,…92$5.66K<0.01%-113F-HRTimeline
Prestige Wealth Management Group LLC85$5.23K<0.01%013F-HR/ATimeline
BELLEVUE ASSET MANAGEMENT, LLC82$5.05K<0.01%new13F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC67$4.12K<0.01%013F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT65$4K<0.01%013F-HRTimeline
Financial Management Professionals, Inc.61$3.75K<0.01%-1713F-HRTimeline
Dunhill Financial, LLC59$3.63K<0.01%+1213F-HRTimeline
SIERRA OCEAN, LLC58$3.57K<0.01%13F-HRTimeline
Lowe Wealth Advisors, LLC55$3.38K<0.01%new13F-HRTimeline
CBIZ Investment Advisory Services, LLC52$3.2K<0.01%013F-HRTimeline
Ridgewood Investments LLC49$3.02K<0.01%013F-HRTimeline
POM Investment Strategies, LLC47$2.91K<0.01%013F-HRTimeline
Eagle Bay Advisors LLC40$2.46K<0.01%-3413F-HRTimeline
Synergy Investment Management, LLC36$2.22K<0.01%13F-HRTimeline
10Elms LLP36$2.21K<0.01%13F-HRTimeline
NewSquare Capital LLC32$1.97K<0.01%new13F-HRTimeline
TFC Financial Management, Inc.32$1.97K<0.01%013F-HRTimeline
Nemes Rush Group LLC30$1.85K<0.01%new13F-HRTimeline
Accredited Wealth Management, LLC29$1.78K<0.01%13F-HRTimeline
Cape Investment Advisory, Inc.22$1.35K<0.01%new13F-HRTimeline
SJS Investment Consulting Inc.21$1.29K<0.01%+213F-HRTimeline
DiNuzzo Private Wealth, Inc.18$1.11K<0.01%+113F-HRTimeline
Whipplewood Advisors, LLC18$1.11K<0.01%13F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC18$1K<0.01%-6913F-HRTimelineGroup
MCF Advisors LLC15$924<0.01%-813F-HRTimeline
New Millennium Group LLC14$862<0.01%new13F-HRTimeline
Nova Wealth Management, Inc.14$862<0.01%13F-HRTimeline
Caitlin John, LLC14$839<0.01%+113F-HRTimeline
Clark Wealth Partners13$800<0.01%13F-HRTimeline
Manchester Capital Management LLC12$739<0.01%013F-HRTimeline
Bullock Wealth Management Group11$660<0.01%-1713F-HRTimeline
Orion Capital Management LLC10$616<0.01%new13F-HRTimeline
WealthTrak Capital Management LLC10$616<0.01%13F-HRTimeline
WPG Advisers, LLC8$492<0.01%13F-HRTimeline
Cornerstone Planning Group LLC7$450<0.01%new13F-HRTimeline
Global Financial Private Client, LLC7$431<0.01%new13F-HRTimeline
LANARK FINANCIAL, INC.6$4090.04%-6,37113F-HRTimeline
OLD SECOND NATIONAL BANK OF AURORA5$308<0.01%new13F-HRTimeline
Cassady Schiller Wealth Management, LLC5$308<0.01%new13F-HRTimeline
CHESAPEAKE ASSET MANAGEMENT LLC5$307<0.01%new13F-HRTimeline
West Branch Capital LLC4$247<0.01%013F-HRTimeline
WINNACLE WEALTH LLC4$243<0.01%13F-HRTimeline
Leonteq Securities AG1$62<0.01%-55913F-HRTimeline
Rakuten Securities, Inc.1$62<0.01%-2913F-HRTimeline
Sachetta, LLC1$62<0.01%new13F-HRTimeline
Retirement Wealth Solutions LLC1$60<0.01%13F-HRTimeline
RE Dickinson Investment Advisors, LLC1$1<0.01%013F-HR/ATimeline
Winthrop Capital Management, LLC5$00%new13F-HRTimelineValue filed as zero, left out of ratios.
Activest Wealth Management0$00%new13F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.

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