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Disclosery

EVRG EVERGY INC

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Stock (common), issuer CIK 1711269

897 managers (924 13F filers) reported a position in EVRG shares at 2026-03-31, 214,663,030 shares in all. 91 filers opened a position and 92 filers sold out during the quarter.

Managers
897
13F filers
924
New
91
Added
356
Reduced
278
Sold out
92
Shares held by filers
214,663,030

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
Wealth Alliance Advisory Group, LLC3,097$254K0.04%-32613F-HRTimeline
Barnes Wealth Management Group, Inc3,082$252K0.13%+3113F-HRTimeline
Bedel Financial Consulting, Inc.3,076$252K0.03%013F-HRTimeline
Clearwater Capital Advisors, LLC3,074$252K0.02%013F-HRTimeline
HAGER INVESTMENT MANAGEMENT SERVICES, L…3,060$251K0.14%013F-HRTimeline
111 Capital3,059$251K0.06%new13F-HRTimeline
Washington Trust Bank3,000$246K0.02%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Phoenix Wealth Advisors3,000$246K0.1%-15013F-HRTimeline
Foundations Investment Advisors, LLC2,962$243K<0.01%new13F-HRTimeline
EARNED WEALTH ADVISORS, LLC2,946$241K0.02%+13713F-HRTimeline
PCM Encore, LLC2,928$240K0.05%new13F-HRTimeline
Ifrah Financial Services, Inc.2,920$239K0.06%-8813F-HRTimeline
Burton Enright Welch2,912$239K0.03%013F-HRTimeline
Xcelsior Advisor Partners LLC2,849$233K0.09%new13F-HRTimeline
Westover Capital Advisors, LLC2,800$229K0.04%013F-HRTimeline
Riggs Asset Managment Co. Inc.2,800$229K0.05%013F-HRTimeline
Quarry LP2,793$229K0.05%+44413F-HRTimeline
Northstar Advisory Group, LLC2,742$225K0.09%new13F-HRTimeline
GUYASUTA INVESTMENT ADVISORS INC2,739$224K0.01%-37613F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.2,728$223K0.01%new13F-HRTimeline
BFSG, LLC2,717$223K0.02%+1,77913F-HRTimeline
Aprio Wealth Management, LLC2,699$221K0.01%new13F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…2,698$221K<0.01%-96013F-HRTimelineGroup
W.G. Shaheen & Associates DBA Whitney &…2,696$221K0.02%new13F-HRTimeline
Capital Investment Advisors, LLC2,695$221K<0.01%new13F-HR/ATimeline
FIRST NATIONAL BANK SIOUX FALLS2,691$221K0.06%new13F-HRTimeline
BEESE FULMER INVESTMENT MANAGEMENT, INC.2,685$220K0.01%new13F-HRTimeline
Savvy Advisors, Inc.2,664$218K0.01%new13F-HRTimeline
CHICAGO TRUST Co NA2,656$218K0.03%new13F-HRTimeline
Ausdal Financial Partners, Inc.2,642$216K0.01%new13F-HRTimeline
Indivisible Partners2,633$216K0.02%new13F-HRTimeline
Optas, LLC2,619$215K0.03%new13F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…2,617$214K0.01%+64413F-HR/ATimelineGroup
Welch Group, LLC2,601$213K0.01%new13F-HRTimeline
TWIN FOCUS CAPITAL PARTNERS, LLC2,600$213K0.02%new13F-HRTimeline
CIDEL ASSET MANAGEMENT INC2,596$213K0.01%new13F-HRTimeline
IFP Advisors, Inc2,585$212K<0.01%-16713F-HRTimeline
AlphaGrep UK Ltd2,575$211K0.06%-1,84113F-HRTimeline
High Point Wealth Management, LLC2,572$211K0.2%new13F-HRTimeline
Caliber Wealth Management, LLC / KS2,567$210K0.02%new13F-HRTimeline
Geneos Wealth Management Inc.2,565$210K<0.01%+213F-HRTimeline
POINCIANA ADVISORS GROUP, LLC2,555$209K0.17%new13F-HRTimeline
Pettee Investors, Inc.2,523$209K0.11%new13F-HRTimeline
VestGen Advisors, LLC2,501$208K0.01%new13F-HRTimeline
Midwest Financial Group LLC2,536$208K0.09%new13F-HRTimeline
WINTON GROUP Ltdin group WINTON GROUP Ltd2,534$208K0.01%new13F-HRTimelineGroup
Smartleaf Asset Management LLC2,544$208K0.01%-10913F-HRTimeline
Alteri Wealth LLC2,530$207K0.07%new13F-HRTimeline
Mariner, LLCin group Mariner, LLC2,519$206K<0.01%new13F-HRTimelineGroup
Valeo Financial Advisors, LLC2,518$206K<0.01%-1,61313F-HRTimeline
DANSKE BANK A/S2,500$205K<0.01%013F-HRTimeline
Farringdon Capital, Ltd.2,498$205K0.04%new13F-HRTimeline
KING LUTHER CAPITAL MANAGEMENT CORP2,479$203K<0.01%new13F-HRTimeline
MAI Capital Management2,328$191K<0.01%+68413F-HRTimeline
WHITTIER TRUST CO2,081$172K<0.01%+1,30013F-HRTimeline
HHM Wealth Advisors, LLC2,074$170K0.02%013F-HRTimeline
Tradewinds Capital Management, LLC1,800$147K0.03%013F-HRTimeline
Stolper Co10,394$142K0.04%-25,42613F-HRTimeline
Addison Advisors LLC1,658$136K0.03%+3413F-HRTimeline
QUADRANT CAPITAL GROUP LLC1,587$130K<0.01%-9313F-HR/ATimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…1,578$129K0.01%+1,04913F-HRTimelineGroup
Avanza Fonder AB1,530$125K<0.01%+3513F-HRTimeline
Creative Capital Management Investments…1,501$123K0.04%013F-HRTimeline
TD Waterhouse Canada Inc.1,423$117K<0.01%new13F-HRTimeline
Siemens Fonds Invest GmbH1,411$116K0.01%013F-HRTimeline
BOKF, NAin group BOKF, NA1,398$115K<0.01%-41513F-HRTimelineGroup
Westside Investment Management, Inc.1,384$114K0.02%013F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.1,322$108K<0.01%+18413F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Blue Trust, Inc.1,284$105K<0.01%-13413F-HRTimeline
First Command Advisory Services, Inc.1,279$105K<0.01%+5413F-HRTimeline
Hilltop National Bank1,267$104K0.02%013F-HRTimeline
ATWOOD & PALMER INC1,266$104K0.01%-213F-HRTimeline
SOUTHERN MICHIGAN BANK & TRUST1,250$102K0.04%13F-HRTimeline
Friedenthal Financial1,195$97.9K0.05%+113F-HRTimeline
SRH ADVISORS, LLC1,192$97.7K0.03%+313F-HRTimeline
OSTRUM ASSET MANAGEMENT1,126$92.2K0.01%+1613F-HRTimeline
ROGCO, LP1,120$91.8K0.03%013F-HRTimeline
Optiver Holding B.V.in group Optiver Holding B.V.1,107$90.7K<0.01%+14013F-HR/ATimelineGroup
TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU…1,100$90.1K0.03%-5013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
LOS ANGELES CAPITAL MANAGEMENT LLC1,059$86.8K<0.01%-28,76513F-HRTimeline
Y.D. More Investments Ltdin group Y.D. More Investments Ltd1,054$86.3K<0.01%-18013F-HRTimelineGroup
Havemeyer Place LP1,030$84.4K0.01%new13F-HRTimeline
Truvestments Capital LLC1,011$82.8K0.01%+6113F-HRTimeline
Root Financial Partners, LLC1,004$82.2K<0.01%+37313F-HRTimeline
FIRST FINANCIAL CORP /IN/1,000$81.9K0.03%013F-HRTimeline
MONTAG A & ASSOCIATES INC1,000$81.9K<0.01%013F-HRTimeline
HM PAYSON & CO1,000$81.9K<0.01%013F-HRTimeline
CVA Family Office, LLC991$81.2K0.01%+16613F-HRTimeline
Parkside Financial Bank & Trust982$80.4K0.01%+4313F-HRTimeline
Mowery & Schoenfeld Wealth Management, …976$80K0.12%-3613F-HRTimeline
Deseret Mutual Benefit Administrators975$79.9K0.03%+42713F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.956$78.3K0.03%013F-HRTimeline
DUNCKER STREETT & CO INC949$77.7K0.01%013F-HRTimeline
Cassaday & Co Wealth Management LLC931$76.3K<0.01%new13F-HRTimeline
ROTHSCHILD INVESTMENT LLC909$74.4K<0.01%+3213F-HRTimeline
Strategic Wealth Partners, Ltd.877$71.8K<0.01%013F-HRTimeline
Beaird Harris Wealth Management, LLC872$71.4K<0.01%013F-HRTimeline
Hughes Financial Services, LLC849$69.5K0.01%+513F-HRTimeline
City State Bank808$66.2K0.02%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management796$65.2K<0.01%-44413F-HRTimelineGroup
Centennial Bank/AR/in group Centennial Bank/AR/777$63.7K0.02%013F-HRTimelineGroup
Cromwell Holdings LLC772$63.2K0.04%013F-HRTimeline
MV CAPITAL MANAGEMENT, INC.714$58.5K0.01%-113F-HRTimeline
Key Financial Inc714$58.5K0.01%013F-HRTimeline
Pinnacle Wealth Planning Services, Inc.706$57.8K0.01%+613F-HRTimeline
Pinnacle Bancorp, Inc.696$57K0.02%-1513F-HRTimeline
2UniFi Bank677$55.5K0.03%013F-HRTimeline
Heritage Wealth Advisors658$53.9K<0.01%013F-HRTimeline
BNP PARIBAS ASSET MANAGEMENT Holding S.…in group BNP PARIBAS ASSET MANAGEMENT …648$53.1K<0.01%-3,35113F-HRTimelineGroup
WHITTIER TRUST CO OF NEVADA INC642$53.1K<0.01%+6513F-HRTimeline
CYBER HORNET ETFs LLC632$52K0.03%-3513F-HRTimeline
CoreCap Advisors, LLC612$50.2K<0.01%-113F-HRTimeline
DELTA ASSET MANAGEMENT LLC/TN605$49.6K<0.01%013F-HRTimeline
Mechanics Financial Corp605$49.6K0.02%013F-HRTimeline
DT Investment Partners, LLC600$49.2K<0.01%013F-HRTimeline
Pacific Center for Financial Services598$49K0.01%013F-HRTimeline
True Wealth Design, LLC596$48.8K0.01%+5013F-HRTimeline
True Link Financial Advisors, LLC590$48.3K<0.01%new13F-HR/ATimeline
TOWER TRUST & INVESTMENT Co579$47.4K0.03%013F-HRTimeline
Independence Bank of Kentucky556$45.5K0.01%013F-HRTimeline
IMA Advisory Services, Inc.553$45.3K<0.01%013F-HRTimeline
MANNING & NAPIER ADVISORS LLC546$44.7K<0.01%+16913F-HRTimeline
LRI Investments, LLC538$44.1K<0.01%+7113F-HRTimeline
Moisand Fitzgerald Tamayo, LLC534$43.7K<0.01%013F-HRTimeline
Glass Jacobson Investment Advisors llc510$41.8K0.01%013F-HRTimeline
Triumph Capital Management508$41.6K0.01%013F-HRTimeline
Cedar Mountain Advisors, LLC493$40.4K0.01%new13F-HRTimeline
Fairscale Capital, LLC492$40.3K0.03%013F-HRTimeline
Key Capital Management, INC488$40K0.03%-69213F-HRTimeline
PRIVATE TRUST CO NA482$39.5K<0.01%013F-HRTimeline
Carolina Wealth Advisors, LLC478$39.2K0.02%013F-HRTimeline
Avion Wealth485$39K0.01%013F-HRTimeline
Basecamp Wealth Advisors LLC464$38K0.01%013F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC463$37.9K<0.01%+213F-HRTimelineGroup
Bravera Wealth461$37.8K0.02%+4713F-HRTimeline
SBI Securities Co., Ltd.451$36.9K<0.01%+213F-HRTimeline
Prosperity Bancshares Inc443$36.3K0.03%013F-HRTimeline
Ares Financial Consulting, LLC430$35.4K0.03%+33013F-HRTimeline
ZIONS BANCORPORATION, NATIONAL ASSOCIAT…425$34.8K<0.01%-27013F-HRTimeline
Destiny Wealth Partners, LLC423$34.7K<0.01%new13F-HRTimeline
Roxbury Financial LLC396$32.4K0.03%+413F-HRTimeline
Clearstead Trust, LLC381$31.2K0.01%013F-HRTimeline
Burk Holdings LLC363$29.7K0.01%new13F-HRTimeline
CITY HOLDING CO358$29.3K<0.01%013F-HRTimeline
Bruce G. Allen Investments, LLC352$28.8K0.02%013F-HRTimeline
MidFirst Bank350$28.7K<0.01%013F-HRTimeline
SHP Wealth Management345$28.3K<0.01%+2113F-HRTimeline
Bogart Wealth, LLC342$28K<0.01%+313F-HRTimeline
Smithfield Trust Co345$28K<0.01%013F-HRTimeline
CNB Bank324$26.5K0.01%013F-HRTimeline
AMERIFLEX GROUP, INC.322$26.4K0.01%013F-HRTimeline
Red Tortoise LLC312$25.6K0.01%013F-HRTimeline
BAYBAN310$25.4K0.02%013F-HRTimeline
WealthCollab, LLC304$24.9K0.01%013F-HRTimeline
ATLAS CAPITAL ADVISORS INC.300$24.6K<0.01%013F-HRTimeline
Lavaca Capital LLC300$24.6K<0.01%013F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…299$24.5K0.01%013F-HRTimeline
VALLEY NATIONAL ADVISERS INC301$24K<0.01%-313F-HRTimeline
Harel Insurance Investments & Financial…in group Harel Insurance Investments &…281$23K<0.01%+2913F-HRTimelineGroup
Rossby Financial, LCC268$22.1K<0.01%+5413F-HRTimeline
MARK SHEPTOFF FINANCIAL PLANNING, LLC269$22K0.01%013F-HRTimeline
EFG International AGin group EFG International AG266$21.8K<0.01%new13F-HRTimelineGroup
Essential Partners LLC266$21.8K0.01%013F-HRTimeline
Private Wealth Management Group, LLC260$21.3K0.01%013F-HRTimeline
GW&K Investment Management, LLC259$21K<0.01%-313F-HRTimeline
CONSULTIVA WEALTH MANAGEMENT, CORP.250$20.5K0.06%013F-HRTimeline
Farmers & Merchants Trust Co of Chamber…250$20K0.01%013F-HR/ATimeline
Covestor Ltd249$20K0.01%-7413F-HRTimeline
Missouri Trust & Investment Co226$18.5K0.01%013F-HRTimeline
EVERMAY WEALTH MANAGEMENT LLC220$18K<0.01%013F-HRTimeline
Manchester Capital Management LLC218$17.9K<0.01%+5813F-HRTimeline
WPG Advisers, LLC216$17.7K0.01%-18713F-HRTimeline
Physician Wealth Advisors, Inc.208$17K<0.01%+5413F-HRTimeline
Bell Investment Advisors, Inc198$16.2K<0.01%013F-HRTimeline
Princeton Global Asset Management LLC195$16K<0.01%013F-HRTimeline
Elequin Capital, LP189$15.5K<0.01%-26713F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC184$15K<0.01%+1413F-HRTimelineGroup
Bank of New Hampshire179$14.7K<0.01%013F-HRTimeline
PIN OAK INVESTMENT ADVISORS INC165$14K0.01%-16513F-HRTimeline
BEACON INVESTMENT ADVISORY SERVICES, IN…169$13.8K<0.01%new13F-HRTimeline
FLAGSHIP WEALTH ADVISORS, LLC200$13.8K0.01%013F-HRTimeline
Fortitude Family Office, LLC163$13.4K<0.01%+6813F-HRTimeline
Sachetta, LLC162$13.3K0.01%+14313F-HRTimeline
North Star Investment Management Corp.155$12.7K<0.01%+513F-HRTimeline
Owl Creek Wealth Partners LLC155$12.7K<0.01%13F-HRTimeline
Raleigh Capital Management Inc.154$12.6K<0.01%+113F-HRTimeline
AdvisorNet Financial, Inc147$12K<0.01%+3013F-HRTimeline
Capital Advisors, Ltd. LLC149$12K<0.01%013F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT146$12K<0.01%013F-HRTimeline
Wall Street Financial Group, Inc.146$12K0.01%new13F-HRTimeline
Paladin Advisory Group, LLC145$11.9K0.01%013F-HRTimeline
Crewe Advisors LLC136$11.1K<0.01%+9313F-HRTimeline
Global X Japan Co., Ltd.136$11.1K<0.01%013F-HRTimeline
TWIN PEAKS WEALTH ADVISORS, LLC131$10.7K<0.01%new13F-HRTimeline
Steigerwald, Gordon & Koch Inc.125$10.2K<0.01%-12513F-HRTimeline
JFS WEALTH ADVISORS, LLC123$10.1K<0.01%-3113F-HRTimeline
Asset Dedication, LLC119$9.75K<0.01%-1313F-HRTimeline
Aspect Partners, LLC119$9.75K<0.01%013F-HRTimeline
SJS Investment Consulting Inc.113$9.26K<0.01%013F-HRTimeline
Dunhill Financial, LLC112$9.19K<0.01%013F-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