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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
QUADRANT CAPITAL GROUP LLC1,958$135K0.01%-713F-HRTimeline
Arax Advisory Partners1,940$134K0.01%-1,38713F-HRTimeline
TRUST CO OF VERMONT1,870$129K0.01%013F-HRTimeline
Tradewinds Capital Management, LLC1,800$124K0.03%013F-HRTimeline
GPS Wealth Strategies Group, LLC1,782$123K0.02%+6613F-HRTimeline
Y.D. More Investments Ltdin group Y.D. More Investments Ltd1,771$122K0.01%-50313F-HRTimelineGroup
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…1,736$120K0.01%+1,25713F-HRTimelineGroup
OSTRUM ASSET MANAGEMENT1,569$108K0.01%-4013F-HRTimeline
Addison Advisors LLC1,514$104K0.03%+1,24113F-HRTimeline
Creative Capital Management Investments…1,501$103K0.04%013F-HRTimeline
Blue Trust, Inc.1,439$99.2K<0.01%-16513F-HRTimeline
Siemens Fonds Invest GmbH1,438$99.2K0.01%new13F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…1,437$99.1K0.02%+1013F-HRTimeline
SVB WEALTH LLC1,405$96.8K<0.01%new13F-HRTimeline
HARBOUR INVESTMENTS, INC.1,363$94K<0.01%-10613F-HRTimeline
First Horizon Advisors, Inc.1,301$89.7K<0.01%+8913F-HRTimeline
ATWOOD & PALMER INC1,268$87.4K0.01%-113F-HRTimeline
Peoples Bank/KS1,255$86.5K0.06%013F-HRTimeline
Westside Investment Management, Inc.1,174$80.9K0.02%013F-HRTimeline
Continuum Advisory, LLC1,069$73.7K0.01%013F-HRTimeline
First Command Advisory Services, Inc.1,052$72.5K<0.01%+72013F-HRTimeline
Amica Retiree Medical Trust1,025$71K0.11%-18313F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management1,010$69.6K<0.01%-6313F-HRTimelineGroup
RICHARDS, MERRILL & PETERSON, INC.1,000$69K0.04%013F-HRTimeline
FIRST FINANCIAL CORP /IN/1,000$69K0.03%013F-HRTimeline
MONTAG A & ASSOCIATES INC1,000$69K<0.01%013F-HRTimeline
TOTH FINANCIAL ADVISORY CORP1,000$69K0.01%013F-HRTimeline
HM PAYSON & CO1,000$69K<0.01%013F-HRTimeline
IMA Advisory Services, Inc.1,000$69K0.01%new13F-HRTimeline
Ruedi Wealth Management, Inc.1,000$69K0.02%013F-HRTimeline
PSI Advisors, LLC999$68.9K0.02%013F-HRTimeline
Mowery & Schoenfeld Wealth Management, …976$67.3K0.13%-3813F-HRTimeline
ROGCO, LP962$66.3K0.03%013F-HRTimeline
GeoWealth Management, LLC956$65.9K<0.01%-1,84713F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.956$65.9K0.03%013F-HRTimeline
Parkside Financial Bank & Trust924$63.7K0.01%+12613F-HRTimeline
CVA Family Office, LLC908$62.6K0.01%-4213F-HRTimeline
Glass Jacobson Investment Advisors llc1,010$62.2K0.02%013F-HRTimeline
Crewe Advisors LLC900$62.1K0.01%013F-HRTimeline
Truvestments Capital LLC887$61.1K0.01%+36413F-HRTimeline
Asset Dedication, LLC886$61.1K<0.01%+1413F-HRTimeline
Hexagon Capital Partners LLC882$60.8K0.01%+7113F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC860$59.3K<0.01%013F-HRTimeline
Hughes Financial Services, LLC842$58.1K0.01%new13F-HRTimeline
SBI Securities Co., Ltd.842$58.1K<0.01%+4513F-HRTimeline
National Pension Service840$57.9K<0.01%+35913F-HRTimeline
City State Bank808$55.7K0.02%013F-HRTimeline
CITY HOLDING CO808$55.7K0.01%013F-HRTimeline
Riverview Trust Co804$55.4K0.05%013F-HRTimeline
SRH ADVISORS, LLC797$55K0.02%-4513F-HRTimeline
Beaird Harris Wealth Management, LLC793$54.7K<0.01%013F-HRTimeline
WHITTIER TRUST CO781$53.8K<0.01%013F-HRTimeline
Centennial Bank/AR/in group Centennial Bank/AR/777$53.6K0.03%013F-HRTimelineGroup
Pinnacle Bancorp, Inc.740$51K0.02%013F-HRTimeline
ROTHSCHILD INVESTMENT LLC732$50.5K<0.01%-913F-HRTimeline
Cromwell Holdings LLC732$50.5K0.03%013F-HRTimeline
MV CAPITAL MANAGEMENT, INC.725$50K0.01%013F-HRTimeline
Brooklyn Investment Group710$48.9K0.01%+48913F-HRTimeline
ZIONS BANCORPORATION, NATIONAL ASSOCIAT…691$47.6K<0.01%13F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.682$47K<0.01%-913F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Tortoise Investment Management, LLC676$46.6K<0.01%013F-HR/ATimeline
Heritage Wealth Advisors658$45.4K<0.01%013F-HRTimeline
Deseret Mutual Benefit Administrators650$44.8K0.02%013F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC606$41.8K<0.01%-14013F-HRTimeline
DELTA ASSET MANAGEMENT LLC/TN605$41.7K<0.01%013F-HRTimeline
Mechanics Financial Corp605$41.7K0.02%013F-HRTimeline
DT Investment Partners, LLC600$41.4K<0.01%013F-HRTimeline
Pacific Center for Financial Services598$41.2K0.01%013F-HRTimeline
Key Financial Inc598$41.2K0.01%013F-HRTimeline
INVESTMENT MANAGEMENT CORP /VA/ /ADV569$39.3K0.04%+35713F-HRTimeline
MAI Capital Management569$39.3K<0.01%-58913F-HRTimeline
Independence Bank of Kentucky556$38.3K0.01%013F-HRTimeline
CNB Bank553$38.1K0.02%013F-HRTimeline
Moisand Fitzgerald Tamayo, LLC534$36.8K0.01%013F-HRTimeline
MOTCO499$34.4K<0.01%013F-HRTimeline
2UniFi Bank498$34.3K0.02%013F-HRTimeline
CoreCap Advisors, LLC497$34.2K<0.01%+10913F-HRTimeline
Hemington Wealth Management496$34K0.01%+2813F-HRTimeline
Fairscale Capital, LLC492$33.9K0.03%013F-HRTimeline
Carolina Wealth Advisors, LLC478$33K0.02%013F-HRTimeline
Clearstead Trust, LLC471$32.5K0.01%new13F-HRTimeline
Alpine Bank Wealth Managementin group Alpine Bank Wealth Management467$32.2K0.01%13F-HRTimelineGroup
LRI Investments, LLC467$32.2K<0.01%new13F-HRTimeline
Olde Wealth Management, LLC478$32K0.01%new13F-HRTimeline
True Wealth Design, LLC458$31.6K0.01%+10113F-HRTimeline
PRIVATE TRUST CO NA446$30.8K<0.01%-2213F-HRTimeline
Painted Porch Advisors LLC425$29.3K0.01%013F-HRTimeline
Financial Avengers, Inc.425$29.3K0.01%+513F-HR/ATimeline
Avion Wealth470$28K0.01%013F-HRTimeline
Covestor Ltd391$27K0.02%+18613F-HRTimeline
Roxbury Financial LLC378$26K0.03%+513F-HRTimeline
BFSG, LLC365$25.2K<0.01%new13F-HRTimeline
Bruce G. Allen Investments, LLC358$24.7K0.02%013F-HRTimeline
Compass Financial Services Inc346$23.9K0.01%new13F-HRTimeline
Smithfield Trust Co330$23K<0.01%013F-HRTimeline
FSA Wealth Management LLC330$22.7K0.01%013F-HRTimeline
AMERIFLEX GROUP, INC.320$22.1K0.01%013F-HRTimeline
PIN OAK INVESTMENT ADVISORS INC660$22K0.02%013F-HRTimeline
Red Tortoise LLC312$21.5K0.01%013F-HRTimeline
WealthCollab, LLC304$21K0.01%+8513F-HRTimeline
FOSTER DYKEMA CABOT & PARTNERS, LLC299$20.6K<0.01%013F-HRTimeline
VALLEY NATIONAL ADVISERS INC303$20K<0.01%+413F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp286$19.7K<0.01%new13F-HRTimelineGroup
ATLAS CAPITAL ADVISORS INC.284$19.6K<0.01%new13F-HRTimeline
JNBA Financial Advisors273$18.8K<0.01%013F-HRTimeline
MARK SHEPTOFF FINANCIAL PLANNING, LLC269$18.5K0.01%013F-HRTimeline
Private Wealth Management Group, LLC260$17.9K0.01%013F-HRTimeline
ACADIAN ASSET MANAGEMENT LLCin group ACADIAN ASSET MANAGEMENT LLC260$17K<0.01%013F-HRTimelineGroup
Farmers & Merchants Trust Co of Chamber…250$17K0.01%new13F-HRTimeline
Global X Japan Co., Ltd.239$16.5K<0.01%+1813F-HRTimeline
Missouri Trust & Investment Co226$15.6K0.01%013F-HRTimeline
EVERMAY WEALTH MANAGEMENT LLC220$15.2K<0.01%013F-HRTimeline
Vermillion & White Wealth Management Gr…209$14.4K0.01%013F-HRTimeline
FLAGSHIP WEALTH ADVISORS, LLC200$13.8K0.01%013F-HR/ATimeline
Clearstead Advisors, LLC198$13.7K<0.01%+413F-HRTimeline
Rossby Financial, LCC200$13.6K0.01%new13F-HRTimeline
GHP Investment Advisors, Inc.190$13.1K<0.01%013F-HRTimeline
GW&K Investment Management, LLC189$13K<0.01%+713F-HRTimeline
TCTC Holdings, LLCin group TCTC Holdings, LLC184$12.7K<0.01%+9213F-HRTimelineGroup
Raleigh Capital Management Inc.175$12K0.01%-17413F-HRTimeline
CGC Financial Services, LLC164$11.3K<0.01%013F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC166$11K<0.01%+14813F-HRTimelineGroup
Koesten, Hirschmann & Crabtree, INC.151$10.4K0.01%013F-HRTimeline
Capital Advisors, Ltd. LLC149$10K<0.01%013F-HRTimeline
Paladin Advisory Group, LLC145$10K0.01%013F-HRTimeline
High Note Wealth, LLC142$9.79K<0.01%013F-HRTimeline
Aviso Financial Inc.137$9.45K<0.01%-11,28613F-HRTimeline
North Star Investment Management Corp.119$8.21K<0.01%013F-HRTimeline
Aspect Partners, LLC119$8.21K<0.01%013F-HRTimeline
TSFG, LLC113$8K<0.01%013F-HRTimeline
JFS WEALTH ADVISORS, LLC112$7.72K<0.01%+213F-HRTimeline
Ritter Daniher Financial Advisory LLC /…109$7.52K<0.01%013F-HRTimeline
Gen-Wealth Partners Inc107$7.38K<0.01%-5613F-HRTimeline
New England Capital Financial Advisors …100$6.89K<0.01%013F-HRTimeline
Advantage Trust Co100$6.89K<0.01%-1,49713F-HRTimeline
Bell Investment Advisors, Inc99$6.83K<0.01%013F-HRTimeline
Annis Gardner Whiting Capital Advisors,…92$6.34K<0.01%013F-HRTimeline
WASHINGTON TRUST Co90$6.21K<0.01%-17913F-HRTimeline
Saudi Central Bank90$6.21K0.03%new13F-HRTimeline
Prestige Wealth Management Group LLC85$5.86K<0.01%013F-HR/ATimeline
BELLEVUE ASSET MANAGEMENT, LLC82$5.71K<0.01%013F-HRTimeline
SALEM INVESTMENT COUNSELORS INC78$5.38K<0.01%-3213F-HRTimeline
Cape Investment Advisory, Inc.72$5K<0.01%+5013F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT65$4.48K<0.01%013F-HRTimeline
Financial Management Professionals, Inc.61$4.21K<0.01%013F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC67$4.12K<0.01%013F-HRTimeline
SIERRA OCEAN, LLC58$4K<0.01%013F-HRTimeline
Lowe Wealth Advisors, LLC55$3.79K<0.01%013F-HRTimeline
Dunhill Financial, LLC55$3.77K<0.01%-413F-HRTimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…54$3.72K<0.01%-4813F-HRTimeline
CBIZ Investment Advisory Services, LLC52$3.58K<0.01%013F-HR/ATimeline
Fortitude Family Office, LLC51$3.52K<0.01%-26913F-HRTimeline
AdvisorNet Financial, Inc49$3.38K<0.01%-35813F-HRTimeline
OGOREK ANTHONY JOSEPH /NY/ /ADV58$3K<0.01%new13F-HRTimeline
Olistico Wealth, LLC41$2.83K<0.01%new13F-HRTimeline
Manchester Capital Management LLC39$2.69K<0.01%+2713F-HRTimeline
Synergy Investment Management, LLC36$2.48K<0.01%013F-HRTimeline
10Elms LLP36$2.48K<0.01%013F-HRTimeline
TFC Financial Management, Inc.32$2.21K<0.01%013F-HRTimeline
HALBERT HARGROVE GLOBAL ADVISORS, LLC31$2.16K<0.01%new13F-HRTimeline
Lord & Richards Wealth Management, LLC31$2.14K<0.01%new13F-HRTimeline
Nemes Rush Group LLC30$2.07K<0.01%013F-HRTimeline
Accredited Wealth Management, LLC29$2K<0.01%013F-HRTimeline
Private Wealth Asset Management, LLC26$1.79K<0.01%13F-HRTimeline
OSTERWEIS CAPITAL MANAGEMENT INCin group OSTERWEIS CAPITAL MANAGEMENT …25$1.72K<0.01%new13F-HR/ATimelineGroup
SJS Investment Consulting Inc.23$1.59K<0.01%+213F-HRTimeline
Global Financial Private Client, LLC22$1.52K<0.01%+1513F-HRTimeline
BROWN, LISLE/CUMMINGS, INC.21$1.45K<0.01%new13F-HRTimeline
NewSquare Capital LLC21$1.45K<0.01%-1113F-HRTimeline
DiNuzzo Private Wealth, Inc.20$1.38K<0.01%+213F-HRTimeline
Whipplewood Advisors, LLC27$1.24K<0.01%+913F-HRTimeline
Clark Wealth Partners18$1.24K<0.01%+513F-HRTimeline
Physician Wealth Advisors, Inc.15$1.03K<0.01%-49713F-HRTimeline
WealthTrak Capital Management LLC15$1.03K<0.01%+513F-HRTimeline
Nova Wealth Management, Inc.14$965<0.01%013F-HR/ATimeline
HIGHLINE WEALTH PARTNERS LLC13$896<0.01%new13F-HRTimeline
Cornerstone Planning Group LLC12$817<0.01%+513F-HRTimeline
Bullock Wealth Management Group11$747<0.01%013F-HRTimeline
Rise Advisors, LLC10$690<0.01%new13F-HRTimeline
Orion Capital Management LLC10$690<0.01%013F-HRTimeline
ORG Partners LLC10$690<0.01%new13F-HRTimeline
Colonial Trust Co / SCin group Colonial Trust Advisors8$552<0.01%-51313F-HRTimelineGroup
Rialto Wealth Management, LLC8$552<0.01%new13F-HRTimeline
WPG Advisers, LLC8$552<0.01%013F-HRTimeline
WINNACLE WEALTH LLC7$469<0.01%+313F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV5$345<0.01%new13F-HRTimeline
CHESAPEAKE ASSET MANAGEMENT LLC5$344<0.01%013F-HRTimeline
West Branch Capital LLC4$276<0.01%013F-HRTimeline
Bay Harbor Wealth Management, LLC4$275<0.01%new13F-HRTimeline
HFM Investment Advisors, LLC3$207<0.01%13F-HRTimeline
Stonebridge Financial Group, LLC2$138<0.01%new13F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC2$138<0.01%new13F-HRTimeline
Perkins Coie Trust Co2$137<0.01%new13F-HRTimeline
Leonteq Securities AG1$69<0.01%013F-HRTimeline
Rakuten Securities, Inc.in group Rakuten Group, Inc.1$69<0.01%013F-HRTimelineGroup
Retirement Wealth Solutions LLC1$69<0.01%013F-HRTimeline
Kiker Wealth Management, LLC0$6<0.01%new13F-HRTimelineAmount filed as zero, left out of ratios.
Winthrop Capital Management, LLC5$00%013F-HRTimelineValue filed as zero, left out of ratios.
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0-6,42413F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.
Activest Wealth Management0$00%013F-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