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Disclosery

EVRG EVERGY INC

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Stock (common), issuer CIK 1711269

898 managers (926 13F filers) reported a position in EVRG shares at 2025-12-31, 212,746,407 shares in all. 102 filers opened a position and 62 filers sold out during the quarter.

Managers
898
13F filers
926
New
102
Added
321
Reduced
289
Sold out
62
Shares held by filers
212,746,407

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
Tradewinds, LLC.3,603$261K0.06%-913F-HRTimeline
Kera Capital Partners, Inc.3,396$261K0.03%new13F-HRTimeline
Advisory Alpha, LLC3,519$255K0.01%+21913F-HRTimeline
Tema ETFs LLC3,494$253K0.02%-813F-HRTimeline
Caitong International Asset Management …3,490$253K0.06%+3,35413F-HR/ATimeline
Summit Financial, LLC3,483$252K<0.01%+8213F-HRTimeline
Wealth Alliance Advisory Group, LLC3,423$248K0.04%+32813F-HRTimeline
UPTICK PARTNERS, LLC3,420$248K0.05%new13F-HRTimeline
Longboard Asset Management, LP3,396$246K1.57%013F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC3,382$246K<0.01%+5813F-HRTimelineGroup
Pinion Investment Advisors, LLC3,366$244K0.06%new13F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC3,334$242K<0.01%+31413F-HRTimelineGroup
Frec Markets, Inc.in group Frec Markets, Inc.3,306$240K0.07%13F-HRTimelineGroup
Glenview Trust Co3,300$239K<0.01%-75113F-HRTimeline
Avantra Family Wealth, Inc.3,296$239K0.17%+6313F-HRTimeline
Quent Capital, LLC3,288$238K0.02%+4213F-HRTimeline
JOURNEY STRATEGIC WEALTH LLC3,270$237K0.01%+16013F-HRTimeline
COMMERZBANK AKTIENGESELLSCHAFT /FI3,239$235K<0.01%013F-HRTimeline
PRELUDE CAPITAL MANAGEMENT, LLC3,230$234K0.02%-12,31813F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC3,150$228K<0.01%+4313F-HRTimeline
Phoenix Wealth Advisors3,150$228K0.09%-11413F-HRTimeline
Steward Partners Investment Advisory, L…3,122$226K<0.01%+10913F-HRTimeline
GUYASUTA INVESTMENT ADVISORS INC3,115$226K0.01%013F-HRTimeline
Stirlingshire Investments, Inc.3,108$225K0.2%13F-HRTimeline
Crestwood Advisors Group, LLC3,108$225K<0.01%new13F-HRTimeline
Larson Financial Group LLC3,104$225K0.01%+21013F-HRTimeline
Bedel Financial Consulting, Inc.3,076$223K0.02%013F-HRTimeline
Clearwater Capital Advisors, LLC3,074$223K0.02%013F-HRTimeline
HAGER INVESTMENT MANAGEMENT SERVICES, L…3,060$222K0.12%-25013F-HRTimeline
Barnes Wealth Management Group, Inc3,051$221K0.12%-1013F-HRTimeline
Horizon Investment Services, LLC3,019$219K0.08%new13F-HRTimeline
ARMISTICE CAPITAL, LLC3,019$219K0.01%new13F-HRTimeline
Ifrah Financial Services, Inc.3,008$218K0.06%-10413F-HRTimeline
Washington Trust Bank3,000$217K0.02%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
CX Institutional2,927$212K0.01%+40713F-HRTimeline
Interchange Capital Partners, LLC2,916$211K0.04%new13F-HRTimeline
Burton Enright Welch2,912$211K0.03%-3813F-HRTimeline
NewEdge Wealth, LLC2,868$208K<0.01%new13F-HRTimeline
CFS Investment Advisory Services, LLC2,865$208K0.02%-113F-HRTimeline
EARNED WEALTH ADVISORS, LLC2,809$204K0.01%+1713F-HR/ATimeline
Westover Capital Advisors, LLC2,800$203K0.04%013F-HRTimeline
Riggs Asset Managment Co. Inc.2,800$203K0.04%013F-HRTimeline
IFP Advisors, Inc2,752$199K<0.01%-1,17913F-HRTimeline
Smartleaf Asset Management LLC2,653$194K0.01%-23213F-HRTimeline
Versant Capital Management, Inc2,645$192K0.02%+34013F-HRTimeline
Geneos Wealth Management Inc.2,563$186K<0.01%+313F-HRTimeline
DANSKE BANK A/S2,500$181K<0.01%-1,50013F-HRTimeline
Quarry LP2,349$170K0.03%+1,71413F-HRTimeline
Motiv8 Investments LLC2,346$170K0.09%new13F-HRTimeline
HHM Wealth Advisors, LLC2,074$150K0.02%013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…1,973$143K0.01%-36613F-HRTimelineGroup
SageView Advisory Group, LLC1,964$142K<0.01%new13F-HRTimeline
TRUST CO OF VERMONT1,870$136K0.01%013F-HRTimeline
BOKF, NAin group BOKF, NA1,813$131K<0.01%-20,77213F-HRTimelineGroup
Tradewinds Capital Management, LLC1,800$130K0.03%013F-HRTimeline
Aster Capital Management (DIFC) Ltd1,686$122K0.05%new13F-HRTimeline
QUADRANT CAPITAL GROUP LLC1,680$122K<0.01%+4613F-HRTimeline
OPTIMA CAPITAL LLC1,671$121K0.05%new13F-HRTimeline
MAI Capital Management1,644$119K<0.01%+71713F-HRTimeline
Addison Advisors LLC1,624$118K0.03%+5113F-HRTimeline
TUCKER ASSET MANAGEMENT LLC1,550$112K0.03%new13F-HRTimeline
Creative Capital Management Investments…1,501$109K0.03%013F-HRTimeline
Avanza Fonder AB1,495$108K<0.01%new13F-HRTimeline
HARBOUR INVESTMENTS, INC.1,463$106K<0.01%-7413F-HRTimeline
Siemens Fonds Invest GmbH1,411$103K0.01%013F-HRTimeline
Blue Trust, Inc.1,418$103K<0.01%+16213F-HRTimeline
Westside Investment Management, Inc.1,384$100K0.02%013F-HRTimeline
ATWOOD & PALMER INC1,268$91.9K0.01%013F-HRTimeline
Hilltop National Bank1,267$91.8K0.02%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management1,240$89.9K<0.01%-613F-HRTimelineGroup
Y.D. More Investments Ltdin group Y.D. More Investments Ltd1,234$89.5K<0.01%-39413F-HRTimelineGroup
First Command Advisory Services, Inc.1,225$88.8K<0.01%013F-HRTimeline
Friedenthal Financial1,194$86.6K0.04%new13F-HRTimeline
SRH ADVISORS, LLC1,189$86.2K0.02%+39213F-HRTimeline
Key Capital Management, INC1,180$85.5K0.08%13F-HRTimeline
TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU…1,150$83.4K0.02%+15013F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.1,138$83K<0.01%+19513F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
ROGCO, LP1,120$81.2K0.03%013F-HRTimeline
OSTRUM ASSET MANAGEMENT1,110$80.5K<0.01%-36913F-HRTimeline
Mowery & Schoenfeld Wealth Management, …1,012$73.4K0.11%+3613F-HRTimeline
FIRST FINANCIAL CORP /IN/1,000$72.5K0.03%013F-HRTimeline
MONTAG A & ASSOCIATES INC1,000$72.5K<0.01%013F-HRTimeline
HM PAYSON & CO1,000$72.5K<0.01%013F-HRTimeline
Optiver Holding B.V.in group Optiver Holding B.V.967$70.1K<0.01%new13F-HRTimelineGroup
CALDWELL SUTTER CAPITAL, INC.956$69.3K0.03%013F-HRTimeline
Truvestments Capital LLC950$68.9K0.01%+413F-HRTimeline
DUNCKER STREETT & CO INC949$68.8K0.01%new13F-HRTimeline
Parkside Financial Bank & Trust939$68.1K0.01%+2813F-HRTimeline
BFSG, LLC938$68K0.01%+12113F-HRTimeline
Strategic Wealth Partners, Ltd.877$63.6K<0.01%+60313F-HRTimeline
ROTHSCHILD INVESTMENT LLC877$63.5K<0.01%+7313F-HRTimeline
Beaird Harris Wealth Management, LLC872$63.2K<0.01%-15113F-HRTimeline
Clearstead Advisors, LLC861$62.4K<0.01%+30813F-HRTimeline
Hughes Financial Services, LLC844$61.2K0.01%+213F-HRTimeline
CVA Family Office, LLC825$59.8K0.01%-5013F-HRTimeline
City State Bank808$58.6K0.02%013F-HRTimeline
WHITTIER TRUST CO781$57.1K<0.01%013F-HRTimeline
Centennial Bank/AR/in group Centennial Bank/AR/777$56.3K0.02%013F-HRTimelineGroup
Cromwell Holdings LLC772$56K0.03%013F-HRTimeline
Camelot Portfolios, LLC767$55.6K0.03%new13F-HRTimeline
MV CAPITAL MANAGEMENT, INC.715$51.8K<0.01%+213F-HRTimeline
Key Financial Inc714$51.8K0.01%+11613F-HRTimeline
Pinnacle Bancorp, Inc.711$51.5K0.02%+1813F-HRTimeline
Pinnacle Wealth Planning Services, Inc.700$50.7K0.01%new13F-HRTimeline
ZIONS BANCORPORATION, NATIONAL ASSOCIAT…695$50.4K<0.01%013F-HRTimeline
2UniFi Bank677$49.1K0.02%+17913F-HRTimeline
Fideuram Asset Management (Ireland) dac751$48.8K<0.01%13F-HRTimeline
CYBER HORNET ETFs LLC667$48.4K0.03%+4013F-HRTimeline
Heritage Wealth Advisors658$47.7K<0.01%013F-HRTimeline
Root Financial Partners, LLC631$45.7K<0.01%+5513F-HRTimeline
Pacific Center for Financial Services598$45.5K0.01%013F-HRTimeline
CoreCap Advisors, LLC613$44.4K<0.01%+23113F-HRTimeline
DELTA ASSET MANAGEMENT LLC/TN605$43.9K<0.01%013F-HRTimeline
Mechanics Financial Corp605$43.9K0.02%013F-HRTimeline
DT Investment Partners, LLC600$43.5K<0.01%013F-HRTimeline
Elyxium Wealth, LLC596$43.2K0.01%new13F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC577$42.2K<0.01%013F-HRTimeline
TOWER TRUST & INVESTMENT Co579$42K0.03%new13F-HRTimeline
Independence Bank of Kentucky556$40.3K0.01%013F-HRTimeline
IMA Advisory Services, Inc.553$40.1K<0.01%-44713F-HRTimeline
Deseret Mutual Benefit Administrators548$39.7K0.02%-8513F-HRTimeline
True Wealth Design, LLC546$39.6K0.01%-213F-HRTimeline
Moisand Fitzgerald Tamayo, LLC534$38.7K<0.01%013F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…529$38.4K<0.01%+32813F-HRTimelineGroup
SENTRY INVESTMENT MANAGEMENT LLC525$38K0.02%013F-HRTimeline
Glass Jacobson Investment Advisors llc510$37K0.01%013F-HRTimeline
Triumph Capital Management508$36.8K0.01%new13F-HRTimeline
Fairscale Capital, LLC492$35.7K0.02%013F-HRTimeline
Avion Wealth485$35K0.01%-113F-HRTimeline
PRIVATE TRUST CO NA482$34.9K<0.01%+2613F-HRTimeline
Carolina Wealth Advisors, LLC478$34.6K0.02%013F-HRTimeline
LRI Investments, LLC467$33.9K<0.01%013F-HRTimeline
Basecamp Wealth Advisors LLC464$33.6K0.01%13F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC461$33.4K<0.01%new13F-HRTimelineGroup
Elequin Capital, LP456$33.1K<0.01%new13F-HRTimeline
SBI Securities Co., Ltd.449$32.5K<0.01%-1513F-HRTimeline
Prosperity Bancshares Inc443$32.1K0.03%13F-HRTimeline
Bravera Wealth414$30K0.02%13F-HRTimeline
WPG Advisers, LLC403$29.2K0.02%-213F-HRTimeline
Roxbury Financial LLC392$28.4K0.03%+313F-HRTimeline
Clearstead Trust, LLC381$27.6K<0.01%013F-HRTimeline
MANNING & NAPIER ADVISORS LLC377$27.3K<0.01%-37113F-HRTimeline
HARBOR CAPITAL ADVISORS, INC.366$27K<0.01%new13F-HRTimeline
CITY HOLDING CO358$26K<0.01%013F-HRTimeline
Compass Financial Services Inc353$25.6K0.01%+413F-HRTimeline
Bruce G. Allen Investments, LLC352$25.5K0.02%013F-HRTimeline
MidFirst Bank350$25.4K<0.01%13F-HRTimeline
Smithfield Trust Co345$25K<0.01%+1513F-HRTimeline
PIN OAK INVESTMENT ADVISORS INC330$25K0.02%013F-HRTimeline
SUMMIT SECURITIES GROUP LLC341$24.7K<0.01%-5513F-HRTimeline
Bogart Wealth, LLC339$24.6K<0.01%+313F-HRTimeline
Covestor Ltd323$24K0.01%-4613F-HRTimeline
CNB Bank324$23.5K0.01%-21413F-HRTimeline
SHP Wealth Management324$23.5K<0.01%13F-HRTimeline
AMERIFLEX GROUP, INC.322$23.3K0.01%-32213F-HRTimeline
DV EQUITIES, LLC321$23.3K<0.01%13F-HRTimeline
Red Tortoise LLC312$22.6K0.01%013F-HRTimeline
BAYBAN310$22.5K0.02%13F-HRTimeline
WealthCollab, LLC304$22K0.01%013F-HRTimeline
VALLEY NATIONAL ADVISERS INC304$22K<0.01%013F-HRTimeline
ATLAS CAPITAL ADVISORS INC.300$21.7K<0.01%13F-HRTimeline
Lavaca Capital LLC300$21.7K<0.01%013F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…299$21.7K0.01%new13F-HRTimeline
MARK SHEPTOFF FINANCIAL PLANNING, LLC269$19.5K0.01%013F-HRTimeline
Essential Partners LLC266$19.3K0.01%013F-HRTimeline
GW&K Investment Management, LLC262$19K<0.01%+1713F-HRTimeline
Private Wealth Management Group, LLC260$18.8K0.01%013F-HRTimeline
Steigerwald, Gordon & Koch Inc.250$18.1K<0.01%013F-HRTimeline
CONSULTIVA WEALTH MANAGEMENT, CORP.250$18.1K0.05%013F-HRTimeline
MOTCO249$18.1K<0.01%013F-HRTimeline
ACADIAN ASSET MANAGEMENT LLCin group ACADIAN ASSET MANAGEMENT LLC260$18K<0.01%013F-HRTimelineGroup
Harel Insurance Investments & Financial…in group Harel Insurance Investments &…252$18K<0.01%+1213F-HRTimelineGroup
Farmers & Merchants Trust Co of Chamber…250$18K0.01%013F-HRTimeline
Missouri Trust & Investment Co226$16.4K<0.01%013F-HRTimeline
EVERMAY WEALTH MANAGEMENT LLC220$15.9K<0.01%013F-HRTimeline
Rossby Financial, LCC214$15.5K<0.01%+1413F-HRTimeline
Vermillion & White Wealth Management Gr…209$15.2K0.01%013F-HRTimeline
FLAGSHIP WEALTH ADVISORS, LLC200$14.5K<0.01%013F-HRTimeline
Bell Investment Advisors, Inc198$14.4K<0.01%013F-HRTimeline
Princeton Global Asset Management LLC195$14.1K<0.01%013F-HRTimeline
Cape Investment Advisory, Inc.191$13.8K<0.01%+14713F-HRTimeline
Garton & Associates Financial Advisors …186$13.5K0.01%13F-HRTimeline
TCTC Holdings, LLCin group TCTC Holdings, LLC184$13.3K<0.01%013F-HRTimelineGroup
Bank of New Hampshire179$13K<0.01%013F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC170$12K<0.01%013F-HR/ATimelineGroup
Manchester Capital Management LLC160$11.6K<0.01%+13313F-HRTimeline
JFS WEALTH ADVISORS, LLC154$11.2K<0.01%+4313F-HRTimeline
Physician Wealth Advisors, Inc.154$11.2K<0.01%+713F-HRTimeline
Raleigh Capital Management Inc.153$11.1K<0.01%-2513F-HRTimeline
Capital Advisors, Ltd. LLC149$11K<0.01%013F-HRTimeline
North Star Investment Management Corp.150$10.9K<0.01%+2013F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT146$10.6K<0.01%+8113F-HRTimeline
Paladin Advisory Group, LLC145$10.5K0.01%013F-HRTimeline
Global X Japan Co., Ltd.136$9.86K<0.01%+3013F-HRTimeline
Asset Dedication, LLC132$9.57K<0.01%+1913F-HRTimeline
Aspect Partners, LLC119$8.63K<0.01%013F-HRTimeline
Purpose Unlimited Inc.in group Purpose Unlimited Inc.118$8.55K<0.01%13F-HRTimelineGroup
AdvisorNet Financial, Inc117$8.48K<0.01%+4213F-HRTimeline
SJS Investment Consulting Inc.113$8.19K<0.01%013F-HRTimeline
Dunhill Financial, LLC112$8.13K<0.01%+513F-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