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Disclosery

EVRG EVERGY INC

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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
Requisite Capital Management, LLC2,741$208K0.03%new13F-HRTimeline
GC Wealth Management RIA, LLC2,734$208K0.01%new13F-HRTimeline
COUNTRY CLUB BANK2,744$206K0.01%new13F-HRTimeline
W.G. Shaheen & Associates DBA Whitney &…2,696$205K0.02%new13F-HRTimeline
FIRST NATIONAL BANK SIOUX FALLS2,691$205K0.06%new13F-HRTimeline
Ausdal Financial Partners, Inc.2,682$204K0.01%new13F-HRTimeline
Capital Investment Advisors, LLC2,676$203K<0.01%new13F-HRTimeline
Global Retirement Partners, LLC2,569$195K<0.01%-5113F-HRTimeline
Geneos Wealth Management Inc.2,560$195K<0.01%-1,69013F-HRTimeline
CX Institutional2,520$192K0.01%+18413F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…2,339$178K0.01%+47413F-HRTimelineGroup
Versant Capital Management, Inc2,305$175K0.02%+10513F-HRTimeline
HHM Wealth Advisors, LLC2,074$158K0.02%013F-HRTimeline
TRUST CO OF VERMONT1,870$142K0.01%013F-HRTimeline
Tradewinds Capital Management, LLC1,800$137K0.03%013F-HRTimeline
OSSIAM1,670$127K<0.01%-90,74813F-HRTimeline
QUADRANT CAPITAL GROUP LLC1,634$124K<0.01%new13F-HRTimeline
Y.D. More Investments Ltdin group Y.D. More Investments Ltd1,628$124K0.01%-58913F-HRTimelineGroup
Addison Advisors LLC1,573$120K0.03%+4213F-HRTimeline
GPS Wealth Strategies Group, LLC1,558$118K0.01%-11913F-HRTimeline
Bayforest Capital Ltd1,545$117K0.06%-60513F-HRTimeline
HARBOUR INVESTMENTS, INC.1,537$117K<0.01%+14413F-HRTimeline
Creative Capital Management Investments…1,501$114K0.04%013F-HRTimeline
OSTRUM ASSET MANAGEMENT1,479$112K0.01%-4613F-HRTimeline
Siemens Fonds Invest GmbH1,411$107K0.01%-2713F-HRTimeline
Westside Investment Management, Inc.1,384$105K0.02%+10513F-HRTimeline
ATWOOD & PALMER INC1,268$96.4K0.01%-23913F-HRTimeline
Hilltop National Bank1,267$96.3K0.02%013F-HRTimeline
Blue Trust, Inc.1,256$95.5K<0.01%-8913F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management1,246$94.7K<0.01%+33713F-HRTimelineGroup
First Command Advisory Services, Inc.1,225$93.1K<0.01%+17313F-HRTimeline
ROGCO, LP1,120$85.1K0.03%013F-HRTimeline
Beaird Harris Wealth Management, LLC1,023$77.8K0.01%+513F-HRTimeline
FIRST FINANCIAL CORP /IN/1,000$76K0.03%013F-HRTimeline
MONTAG A & ASSOCIATES INC1,000$76K<0.01%013F-HRTimeline
HM PAYSON & CO1,000$76K<0.01%013F-HRTimeline
IMA Advisory Services, Inc.1,000$76K0.01%013F-HRTimeline
TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU…1,000$76K0.02%013F-HRTimeline
Mowery & Schoenfeld Wealth Management, …976$74.2K0.13%013F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.956$72.7K0.03%013F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.943$72K<0.01%+9413F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Truvestments Capital LLC946$71.9K0.01%+5413F-HRTimeline
MAI Capital Management927$70.5K<0.01%+12713F-HRTimeline
Amica Retiree Medical Trust922$70K0.1%-10313F-HRTimeline
Parkside Financial Bank & Trust911$69.3K0.01%-3713F-HRTimeline
CVA Family Office, LLC875$66.5K0.01%+6213F-HRTimeline
Hughes Financial Services, LLC842$64.5K0.01%013F-HRTimeline
BFSG, LLC817$62.1K0.01%+15213F-HRTimeline
City State Bank808$61.4K0.02%013F-HRTimeline
ROTHSCHILD INVESTMENT LLC804$61.1K<0.01%+5713F-HRTimeline
TOTH FINANCIAL ADVISORY CORP800$60.8K0.01%-20013F-HRTimeline
SRH ADVISORS, LLC797$60.6K0.02%013F-HRTimeline
WHITTIER TRUST CO781$59.8K<0.01%013F-HRTimeline
Centennial Bank/AR/in group Centennial Bank/AR/777$59.1K0.02%013F-HRTimelineGroup
Cromwell Holdings LLC772$58.7K0.03%013F-HRTimeline
MANNING & NAPIER ADVISORS LLC748$56.9K<0.01%new13F-HRTimeline
MV CAPITAL MANAGEMENT, INC.713$54.2K0.01%013F-HRTimeline
ZIONS BANCORPORATION, NATIONAL ASSOCIAT…695$52.8K<0.01%+713F-HRTimeline
Pinnacle Bancorp, Inc.693$52.7K0.02%-4713F-HRTimeline
Heritage Wealth Advisors658$50K<0.01%013F-HRTimeline
AMERIFLEX GROUP, INC.644$49K0.02%+32413F-HRTimeline
Quarry LP635$48.3K0.01%+58713F-HRTimeline
Deseret Mutual Benefit Administrators633$48.1K0.02%-1713F-HRTimeline
Tortoise Investment Management, LLC630$47.9K<0.01%-4613F-HRTimeline
CYBER HORNET ETFs LLC627$47.7K0.03%+2013F-HRTimeline
DELTA ASSET MANAGEMENT LLC/TN605$46K<0.01%013F-HRTimeline
Mechanics Financial Corp605$46K0.02%013F-HRTimeline
DT Investment Partners, LLC600$45.6K<0.01%013F-HRTimeline
Key Financial Inc598$45.6K0.01%013F-HRTimeline
Pacific Center for Financial Services598$45.5K0.01%013F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC577$44.2K<0.01%-28313F-HRTimeline
Root Financial Partners, LLC576$43.8K<0.01%new13F-HRTimeline
Independence Bank of Kentucky556$42.3K0.01%013F-HRTimeline
Clearstead Advisors, LLC553$42K<0.01%+5713F-HRTimeline
True Wealth Design, LLC548$41.7K0.01%+6813F-HRTimeline
SENTRY INVESTMENT MANAGEMENT LLC525$41K0.03%new13F-HRTimeline
CNB Bank538$40.9K0.02%013F-HRTimeline
Moisand Fitzgerald Tamayo, LLC534$40.6K<0.01%013F-HRTimeline
Hemington Wealth Management534$40K0.01%-213F-HRTimeline
Glass Jacobson Investment Advisors llc510$38.8K0.01%-50013F-HRTimeline
2UniFi Bank498$37.9K0.02%013F-HRTimeline
Fairscale Capital, LLC492$37.4K0.03%013F-HRTimeline
Carolina Wealth Advisors, LLC478$36.3K0.02%013F-HRTimeline
Avion Wealth486$36K0.01%013F-HRTimeline
Crewe Advisors LLC473$36K<0.01%-61613F-HRTimeline
LRI Investments, LLC467$35.5K<0.01%013F-HRTimeline
SBI Securities Co., Ltd.464$35.3K<0.01%-213F-HRTimeline
PRIVATE TRUST CO NA456$34.7K<0.01%+1013F-HRTimeline
Alpine Bank Wealth Managementin group Alpine Bank Wealth Management429$32.6K<0.01%-3813F-HRTimelineGroup
Painted Porch Advisors LLC425$32.3K0.01%013F-HRTimeline
WPG Advisers, LLC405$30.8K0.02%+1113F-HRTimeline
SUMMIT SECURITIES GROUP LLC396$30.1K0.01%+24213F-HRTimeline
Roxbury Financial LLC389$29.5K0.03%+413F-HRTimeline
CoreCap Advisors, LLC382$29.1K<0.01%-513F-HRTimeline
Clearstead Trust, LLC381$29K<0.01%013F-HRTimeline
Covestor Ltd369$28K0.02%-3013F-HRTimeline
CITY HOLDING CO358$27.2K<0.01%013F-HRTimeline
Bruce G. Allen Investments, LLC352$26.8K0.02%013F-HRTimeline
Compass Financial Services Inc349$26.5K0.01%+313F-HRTimeline
Bogart Wealth, LLC336$25.6K<0.01%+813F-HRTimeline
PIN OAK INVESTMENT ADVISORS INC330$25.1K0.02%013F-HRTimeline
FSA Wealth Management LLC330$25.1K0.01%013F-HRTimeline
Smithfield Trust Co330$25K<0.01%013F-HRTimeline
JNBA Financial Advisors327$24.9K<0.01%+5413F-HRTimeline
Red Tortoise LLC312$23.7K0.01%013F-HRTimeline
WealthCollab, LLC304$23.1K0.01%013F-HRTimeline
VALLEY NATIONAL ADVISERS INC304$23K<0.01%+313F-HRTimeline
Lavaca Capital LLC300$22.8K<0.01%013F-HRTimeline
FOSTER DYKEMA CABOT & PARTNERS, LLC299$22.7K<0.01%013F-HRTimeline
Strategic Wealth Partners, Ltd.274$20.8K<0.01%013F-HRTimeline
MARK SHEPTOFF FINANCIAL PLANNING, LLC269$20.4K0.01%013F-HRTimeline
Essential Partners LLC266$20.2K0.01%+2313F-HRTimeline
Private Wealth Management Group, LLC260$19.8K0.01%013F-HRTimeline
Steigerwald, Gordon & Koch Inc.250$19K<0.01%new13F-HRTimeline
CONSULTIVA WEALTH MANAGEMENT, CORP.250$19K0.05%new13F-HRTimeline
ACADIAN ASSET MANAGEMENT LLCin group ACADIAN ASSET MANAGEMENT LLC260$19K<0.01%013F-HRTimelineGroup
Farmers & Merchants Trust Co of Chamber…250$19K0.01%013F-HRTimeline
GW&K Investment Management, LLC245$19K<0.01%013F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp249$18.9K<0.01%-1713F-HRTimelineGroup
MOTCO249$18.9K<0.01%new13F-HRTimeline
NFSG Corp239$18.2K<0.01%013F-HRTimeline
Harel Insurance Investments & Financial…in group Harel Insurance Investments &…240$18K<0.01%new13F-HRTimelineGroup
Leonteq Securities AG231$17.6K<0.01%+23013F-HRTimeline
Missouri Trust & Investment Co226$17.2K0.01%013F-HRTimeline
EVERMAY WEALTH MANAGEMENT LLC220$16.7K<0.01%013F-HRTimeline
Vermillion & White Wealth Management Gr…209$15.9K0.01%013F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…201$15.3K<0.01%new13F-HRTimelineGroup
Rossby Financial, LCC200$15.2K0.01%013F-HRTimeline
FLAGSHIP WEALTH ADVISORS, LLC200$15.2K0.01%013F-HRTimeline
Bell Investment Advisors, Inc198$15.1K<0.01%-1013F-HRTimeline
Princeton Global Asset Management LLC195$14.8K<0.01%013F-HRTimeline
TCTC Holdings, LLCin group TCTC Holdings, LLC184$14K<0.01%013F-HRTimelineGroup
Bank of New Hampshire179$13.6K<0.01%013F-HRTimeline
Raleigh Capital Management Inc.178$13.5K0.01%+213F-HRTimeline
GF FUND MANAGEMENT CO. LTD.171$13K<0.01%013F-HRTimeline
CGC Financial Services, LLC164$12.5K<0.01%013F-HRTimeline
TruNorth Capital Management, LLC160$12.2K<0.01%new13F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC170$12K<0.01%+213F-HRTimelineGroup
Koesten, Hirschmann & Crabtree, INC.151$11.5K0.01%013F-HRTimeline
Physician Wealth Advisors, Inc.147$11.2K<0.01%+5813F-HRTimeline
Paladin Advisory Group, LLC145$11K0.01%013F-HRTimeline
Capital Advisors, Ltd. LLC149$11K<0.01%013F-HRTimeline
Caitong International Asset Management …136$10.3K0.01%new13F-HRTimeline
Texas Capital Bancshares Inc/TX131$9.96K<0.01%new13F-HRTimeline
North Star Investment Management Corp.130$9.88K<0.01%013F-HRTimeline
Binnacle Investments Inc125$9.5K0.01%+10813F-HRTimeline
Aspect Partners, LLC119$9.05K<0.01%013F-HRTimeline
TSFG, LLC113$9K<0.01%013F-HRTimeline
Asset Dedication, LLC113$8.59K<0.01%-77313F-HRTimeline
SJS Investment Consulting Inc.113$8.59K<0.01%+9913F-HRTimeline
JFS WEALTH ADVISORS, LLC111$8.44K<0.01%-613F-HRTimeline
Ritter Daniher Financial Advisory LLC /…109$8.29K<0.01%013F-HRTimeline
Gen-Wealth Partners Inc107$8.13K<0.01%013F-HRTimeline
Dunhill Financial, LLC107$8.12K<0.01%+113F-HRTimeline
Global X Japan Co., Ltd.106$8.06K<0.01%-3613F-HRTimeline
New England Capital Financial Advisors …100$7.6K<0.01%013F-HRTimeline
Fortitude Family Office, LLC93$7.07K<0.01%013F-HRTimeline
Annis Gardner Whiting Capital Advisors,…92$6.99K<0.01%013F-HRTimeline
Prestige Wealth Management Group LLC85$6.46K<0.01%013F-HR/ATimeline
BELLEVUE ASSET MANAGEMENT, LLC84$6.42K<0.01%+113F-HRTimeline
CBIZ Investment Advisory Services, LLC83$6.31K<0.01%013F-HRTimeline
AdvisorNet Financial, Inc75$5.7K<0.01%+2613F-HRTimeline
Park Place Capital Corp74$5.62K<0.01%013F-HRTimeline
Retirement Wealth Solutions LLC73$5.58K<0.01%+7213F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC67$5.09K<0.01%013F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT65$4.94K<0.01%013F-HRTimeline
Financial Management Professionals, Inc.65$4.94K<0.01%013F-HRTimeline
GHP Investment Advisors, Inc.60$4.56K<0.01%013F-HRTimeline
ORG Partners LLC58$4.41K<0.01%+1013F-HRTimeline
Salomon & Ludwin, LLC57$4.37K<0.01%new13F-HRTimeline
Lowe Wealth Advisors, LLC55$4.18K<0.01%013F-HRTimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…54$4.11K<0.01%013F-HRTimeline
OGOREK ANTHONY JOSEPH /NY/ /ADV58$4K<0.01%013F-HRTimeline
BNP PARIBAS ASSET MANAGEMENT Holding S.…in group BNP PARIBAS ASSET MANAGEMENT …58$4K<0.01%new13F-HRTimelineGroup
J.Safra Asset Management Corp50$3.8K<0.01%new13F-HRTimeline
Financial Gravity Asset Management, Inc.in group Financial Gravity Companies, …50$3.8K<0.01%13F-HRTimelineGroup
Howard Hughes Medical Institute49$3.73K<0.01%013F-HRTimeline
FINANCIAL CONSULATE, INC48$3.65K<0.01%new13F-HRTimeline
Millstone Evans Group, LLC48$3.65K<0.01%new13F-HRTimeline
COUNTRY TRUST BANK46$3.5K<0.01%new13F-HRTimeline
Colonial Trust Co / SCin group Colonial Trust Advisors45$3.42K<0.01%+3713F-HRTimelineGroup
Cape Investment Advisory, Inc.44$3.34K<0.01%-2913F-HRTimeline
THOMPSON INVESTMENT MANAGEMENT, INC.38$2.89K<0.01%new13F-HRTimeline
Boreal Capital Management LLC37$2.81K<0.01%013F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC36$2.74K<0.01%+3413F-HRTimeline
JPL Wealth Management, LLC35$2.66K<0.01%new13F-HRTimeline
TFC Financial Management, Inc.33$2.51K<0.01%013F-HRTimeline
Nemes Rush Group LLC30$2.28K<0.01%013F-HRTimeline
Accredited Wealth Management, LLC409$2.21K<0.01%+38013F-HRTimeline
Cornerstone Planning Group LLC28$2.18K<0.01%+913F-HRTimeline
Manchester Capital Management LLC27$2.05K<0.01%-15213F-HRTimeline
Aviso Financial Inc.27$2.05K<0.01%013F-HRTimeline
Cloud Capital Management, LLC28$2K<0.01%new13F-HRTimeline
Kilter Group LLC26$1.98K<0.01%013F-HRTimeline
Heartwood Wealth Advisors LLC23$1.75K<0.01%new13F-HRTimeline
BROWN, LISLE/CUMMINGS, INC.21$1.6K<0.01%013F-HRTimeline
Wealth Watch Advisors, INC21$1.6K<0.01%new13F-HRTimeline
DiNuzzo Private Wealth, Inc.21$1.5K<0.01%-113F-HRTimeline
Sachetta, LLC19$1.45K<0.01%013F-HRTimeline
FIRST HORIZON CORP16$1.22K<0.01%13F-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