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Disclosery

EVRG EVERGY INC

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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
Blue Trust, Inc.1,345$92.7K<0.01%-9413F-HRTimeline
Westside Investment Management, Inc.1,279$88.2K0.02%+10513F-HRTimeline
Hilltop National Bank1,267$87.3K0.02%13F-HRTimeline
ATLAS CAPITAL ADVISORS INC.1,253$86.4K0.01%+96913F-HRTimeline
ROGCO, LP1,120$77.2K0.03%+15813F-HRTimeline
Crewe Advisors LLC1,089$75.1K0.01%+18913F-HRTimeline
First Command Advisory Services, Inc.1,052$72.5K<0.01%013F-HRTimeline
Amica Retiree Medical Trust1,025$71K0.1%013F-HRTimeline
Beaird Harris Wealth Management, LLC1,018$70.2K0.01%+22513F-HRTimeline
Glass Jacobson Investment Advisors llc1,010$69.6K0.03%013F-HRTimeline
FIRST FINANCIAL CORP /IN/1,000$68.9K0.03%013F-HRTimeline
MONTAG A & ASSOCIATES INC1,000$68.9K<0.01%013F-HRTimeline
TOTH FINANCIAL ADVISORY CORP1,000$68.9K0.01%013F-HRTimeline
HM PAYSON & CO1,000$68.9K<0.01%013F-HRTimeline
IMA Advisory Services, Inc.1,000$68.9K0.01%013F-HRTimeline
TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU…1,000$68.9K0.02%new13F-HRTimeline
Mowery & Schoenfeld Wealth Management, …976$67.3K0.11%013F-HRTimeline
GeoWealth Management, LLC969$66.8K<0.01%+1313F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.956$65.9K0.03%013F-HRTimeline
Parkside Financial Bank & Trust948$65.3K0.01%+2413F-HRTimeline
First Horizon Advisors, Inc.925$63.8K<0.01%-37613F-HRTimeline
MorganRosel Wealth Management, LLC911$62.8K0.02%new13F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management909$62.7K<0.01%-10113F-HRTimelineGroup
Hughes Financial Services, LLC842$61.7K0.01%013F-HRTimeline
Truvestments Capital LLC892$61.5K0.01%+513F-HRTimeline
Asset Dedication, LLC886$61.1K<0.01%013F-HRTimeline
Brooklyn Investment Group874$60.2K0.01%+16413F-HR/ATimeline
WHITTIER TRUST CO OF NEVADA INC860$59.3K<0.01%013F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.849$59K<0.01%+16713F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
CVA Family Office, LLC813$56K0.01%-9513F-HRTimeline
City State Bank808$55.7K0.02%013F-HRTimeline
MAI Capital Management800$55.2K<0.01%+23113F-HRTimeline
SRH ADVISORS, LLC797$54.9K0.02%013F-HRTimeline
WHITTIER TRUST CO781$53.8K<0.01%013F-HRTimeline
Centennial Bank/AR/in group Centennial Bank/AR/777$53.6K0.02%013F-HR/ATimelineGroup
Cromwell Holdings LLC772$53.2K0.03%+4013F-HRTimeline
ROTHSCHILD INVESTMENT LLC747$51.5K<0.01%+1513F-HRTimeline
Pinnacle Bancorp, Inc.740$51K0.02%013F-HRTimeline
MV CAPITAL MANAGEMENT, INC.713$49.1K0.01%-1213F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC711$49K<0.01%+10513F-HRTimeline
Migdal Insurance & Financial Holdings L…in group Migdal Insurance & Financial …690$48K<0.01%new13F-HR/ATimelineGroup
ZIONS BANCORPORATION, NATIONAL ASSOCIAT…688$47.4K<0.01%-313F-HRTimeline
MUFG Securities EMEA plc678$46.7K<0.01%new13F-HR/ATimeline
Tortoise Investment Management, LLC676$46.6K<0.01%013F-HRTimeline
INVESTMENT MANAGEMENT CORP /VA/ /ADV667$46K0.04%+9813F-HRTimeline
BFSG, LLC665$45.8K0.01%+30013F-HRTimeline
Heritage Wealth Advisors658$45.4K<0.01%013F-HRTimeline
Deseret Mutual Benefit Administrators650$44.8K0.02%013F-HRTimeline
CYBER HORNET ETFs LLC607$42K0.03%new13F-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
Independence Bank of Kentucky556$38.3K0.01%013F-HRTimeline
CNB Bank538$37.1K0.02%-1513F-HRTimeline
Moisand Fitzgerald Tamayo, LLC534$36.8K<0.01%013F-HRTimeline
Hemington Wealth Management536$36K0.01%+4013F-HRTimeline
Fairscale Capital, LLC492$34.8K0.03%013F-HRTimeline
2UniFi Bank498$34.3K0.02%013F-HRTimeline
Clearstead Advisors, LLC496$34.2K<0.01%+29813F-HRTimeline
True Wealth Design, LLC480$33.1K0.01%+2213F-HRTimeline
Avion Wealth486$33K0.01%+1613F-HR/ATimeline
Carolina Wealth Advisors, LLC478$32.9K0.02%013F-HRTimeline
AlphaCore Capital LLC476$32.8K<0.01%new13F-HRTimeline
Alpine Bank Wealth Managementin group Alpine Bank Wealth Management467$32.2K<0.01%013F-HRTimelineGroup
LRI Investments, LLC467$32.2K<0.01%013F-HRTimeline
SBI Securities Co., Ltd.466$32.1K<0.01%-37613F-HRTimeline
PRIVATE TRUST CO NA446$30.7K<0.01%013F-HRTimeline
Financial Avengers, Inc.429$29.6K0.01%+413F-HRTimeline
Painted Porch Advisors LLC425$29.3K0.01%013F-HRTimeline
WPG Advisers, LLC394$27.2K0.02%+38613F-HRTimeline
Covestor Ltd399$27K0.02%+813F-HRTimeline
CoreCap Advisors, LLC387$26.7K<0.01%-11013F-HRTimeline
Roxbury Financial LLC385$26.5K0.03%+713F-HRTimeline
Clearstead Trust, LLC381$26.3K<0.01%-9013F-HRTimeline
CITY HOLDING CO358$24.7K<0.01%-45013F-HRTimeline
Bruce G. Allen Investments, LLC352$24.3K0.02%-613F-HRTimeline
Compass Financial Services Inc346$23.9K0.01%013F-HRTimeline
Smithfield Trust Co330$23K<0.01%013F-HRTimeline
FSA Wealth Management LLC330$22.7K0.01%013F-HRTimeline
Bogart Wealth, LLC328$22.6K<0.01%new13F-HRTimeline
PIN OAK INVESTMENT ADVISORS INC330$22K0.02%-33013F-HRTimeline
AMERIFLEX GROUP, INC.320$21.9K0.01%013F-HRTimeline
Red Tortoise LLC312$21.5K0.01%013F-HRTimeline
WealthCollab, LLC304$21K0.01%013F-HRTimeline
Lavaca Capital LLC300$20.7K0.01%new13F-HR/ATimeline
FOSTER DYKEMA CABOT & PARTNERS, LLC299$20.6K<0.01%013F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC293$20.2K<0.01%new13F-HRTimeline
VALLEY NATIONAL ADVISERS INC301$20K<0.01%-213F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC275$19K<0.01%new13F-HR/ATimeline
Strategic Wealth Partners, Ltd.274$18.9K<0.01%13F-HRTimeline
JNBA Financial Advisors273$18.8K<0.01%013F-HRTimeline
MARK SHEPTOFF FINANCIAL PLANNING, LLC269$18.5K0.01%013F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp266$18.3K<0.01%-2013F-HRTimelineGroup
Private Wealth Management Group, LLC260$17.9K0.01%013F-HRTimeline
Operose Advisors LLC250$17.2K<0.01%new13F-HRTimeline
ACADIAN ASSET MANAGEMENT LLCin group ACADIAN ASSET MANAGEMENT LLC260$17K<0.01%013F-HRTimelineGroup
Farmers & Merchants Trust Co of Chamber…250$17K0.01%013F-HRTimeline
GW&K Investment Management, LLC245$17K<0.01%+5613F-HRTimeline
Essential Partners LLC243$16.8K0.01%13F-HRTimeline
NFSG Corp239$16.5K<0.01%new13F-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
Bell Investment Advisors, Inc208$14.3K<0.01%+10913F-HRTimeline
FLAGSHIP WEALTH ADVISORS, LLC200$13.8K0.01%013F-HRTimeline
Rossby Financial, LCC200$13.8K0.01%013F-HRTimeline
Princeton Global Asset Management LLC195$13.4K<0.01%new13F-HRTimeline
TCTC Holdings, LLCin group TCTC Holdings, LLC184$12.7K<0.01%013F-HRTimelineGroup
Manchester Capital Management LLC179$12.3K<0.01%+14013F-HRTimeline
Bank of New Hampshire179$12.3K<0.01%new13F-HRTimeline
Raleigh Capital Management Inc.176$12.2K0.01%+113F-HRTimeline
GF FUND MANAGEMENT CO. LTD.171$11.8K<0.01%-7,46913F-HRTimeline
CGC Financial Services, LLC164$11.3K<0.01%013F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC168$11K<0.01%+213F-HRTimelineGroup
SUMMIT SECURITIES GROUP LLC154$10.6K<0.01%new13F-HRTimeline
Koesten, Hirschmann & Crabtree, INC.151$10.4K0.01%013F-HRTimeline
Capital Advisors, Ltd. LLC149$10K<0.01%013F-HRTimeline
Paladin Advisory Group, LLC145$9.99K0.01%013F-HRTimeline
High Note Wealth, LLC142$9.79K<0.01%013F-HRTimeline
Global X Japan Co., Ltd.142$9.79K<0.01%-9713F-HRTimeline
Financial Connections Group, Inc.136$9K<0.01%new13F-HRTimeline
North Star Investment Management Corp.130$8.96K<0.01%+1113F-HRTimeline
Aspect Partners, LLC119$8.2K<0.01%013F-HRTimeline
JFS WEALTH ADVISORS, LLC117$8.06K<0.01%+513F-HRTimeline
TSFG, LLC113$8K<0.01%013F-HRTimeline
Ritter Daniher Financial Advisory LLC /…109$7.51K<0.01%013F-HRTimeline
Gen-Wealth Partners Inc107$7.38K<0.01%013F-HRTimeline
Dunhill Financial, LLC106$7.37K<0.01%+5113F-HRTimeline
New England Capital Financial Advisors …100$6.89K<0.01%013F-HRTimeline
Fortitude Family Office, LLC93$6.41K<0.01%+4213F-HRTimeline
Annis Gardner Whiting Capital Advisors,…92$6.34K<0.01%013F-HRTimeline
Physician Wealth Advisors, Inc.89$6.13K<0.01%+7413F-HRTimeline
TWIN PEAKS WEALTH ADVISORS, LLC81$5.88K<0.01%new13F-HRTimeline
Prestige Wealth Management Group LLC85$5.86K<0.01%013F-HR/ATimeline
BELLEVUE ASSET MANAGEMENT, LLC83$5.76K<0.01%+113F-HRTimeline
CBIZ Investment Advisory Services, LLC83$5.72K<0.01%+3113F-HRTimeline
GFG Capital, LLC79$5.45K<0.01%new13F-HRTimeline
Park Place Capital Corp74$5.14K<0.01%new13F-HRTimeline
Cape Investment Advisory, Inc.73$5.03K<0.01%+113F-HRTimeline
NewSquare Capital LLC70$4.83K<0.01%+4913F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC67$4.62K<0.01%013F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT65$4.48K<0.01%013F-HRTimeline
Financial Management Professionals, Inc.65$4.48K<0.01%+413F-HRTimeline
Bellwether Advisors, LLC63$4.34K<0.01%new13F-HRTimeline
GHP Investment Advisors, Inc.60$4.14K<0.01%-13013F-HRTimeline
Lowe Wealth Advisors, LLC55$3.79K<0.01%013F-HRTimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…54$3.72K<0.01%013F-HRTimeline
First Pacific Financial50$3.45K<0.01%new13F-HRTimeline
Howard Hughes Medical Institute49$3.38K<0.01%new13F-HRTimeline
AdvisorNet Financial, Inc49$3.38K<0.01%013F-HRTimeline
ORG Partners LLC48$3.33K<0.01%+3813F-HRTimeline
Quarry LP48$3.31K<0.01%new13F-HRTimeline
OGOREK ANTHONY JOSEPH /NY/ /ADV58$3K<0.01%013F-HRTimeline
Olistico Wealth, LLC41$2.83K<0.01%013F-HRTimeline
SIERRA OCEAN, LLC41$2.83K<0.01%-1713F-HRTimeline
Boreal Capital Management LLC37$2.55K<0.01%13F-HRTimeline
10Elms LLP36$2.48K<0.01%013F-HRTimeline
TFC Financial Management, Inc.33$2.27K<0.01%+113F-HRTimeline
Beacon Capital Management, LLC32$2.23K<0.01%new13F-HRTimeline
Nemes Rush Group LLC30$2.07K<0.01%013F-HRTimeline
Accredited Wealth Management, LLC29$2K<0.01%013F-HRTimeline
Aviso Financial Inc.27$1.86K<0.01%-11013F-HRTimeline
Kilter Group LLC26$1.79K<0.01%new13F-HRTimeline
DiNuzzo Private Wealth, Inc.22$1.52K<0.01%+213F-HRTimeline
Nova Wealth Management, Inc.21$1.47K<0.01%+713F-HRTimeline
BROWN, LISLE/CUMMINGS, INC.21$1.45K<0.01%013F-HRTimeline
Cornerstone Planning Group LLC19$1.39K<0.01%+713F-HRTimeline
Mid-American Wealth Advisory Group, Inc.20$1.38K<0.01%new13F-HRTimeline
Sachetta, LLC19$1.31K<0.01%new13F-HRTimeline
Whipplewood Advisors, LLC18$1.24K<0.01%-913F-HRTimeline
Binnacle Investments Inc17$1.17K<0.01%new13F-HRTimeline
SJS Investment Consulting Inc.14$966<0.01%-913F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC13$896<0.01%013F-HRTimeline
S&T Bank/PA12$827<0.01%new13F-HRTimeline
TOTAL INVESTMENT MANAGEMENT INC12$827<0.01%new13F-HRTimeline
Bay Harbor Wealth Management, LLC11$758<0.01%+713F-HRTimeline
Clark Wealth Partners11$758<0.01%-713F-HRTimeline
WealthTrak Capital Management LLC10$690<0.01%-513F-HRTimeline
Rise Advisors, LLC10$689<0.01%013F-HRTimeline
Orion Capital Management LLC10$689<0.01%013F-HRTimeline
HFM Investment Advisors, LLC9$620<0.01%+613F-HRTimeline
Stephens Consulting, LLC8$552<0.01%new13F-HRTimeline
Colonial Trust Co / SCin group Colonial Trust Advisors8$551<0.01%013F-HRTimelineGroup
Activest Wealth Management7$483<0.01%+713F-HRTimeline
Bullock Wealth Management Group7$479<0.01%-413F-HRTimeline
Strengthening Families & Communities, L…5$348<0.01%new13F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV5$345<0.01%013F-HRTimeline
West Branch Capital LLC4$276<0.01%013F-HRTimeline
Parkworth Wealth Management, Inc.4$276<0.01%new13F-HRTimeline
Rialto Wealth Management, LLC3$207<0.01%-513F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC2$138<0.01%013F-HRTimeline
Leonteq Securities AG1$69<0.01%013F-HRTimeline
Rakuten Securities, Inc.in group Rakuten Group, Inc.1$69<0.01%013F-HR/ATimelineGroup
Retirement Wealth Solutions LLC1$69<0.01%013F-HRTimeline
LOOMIS SAYLES & CO L Pin group LOOMIS SAYLES & CO L P1$42<0.01%new13F-HRTimelineGroup
Kiker Wealth Management, LLC0$6<0.01%013F-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$0013F-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