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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
Clearstead Advisors, LLC112$9.18K<0.01%-74913F-HRTimeline
Gen-Wealth Partners Inc112$9.18K<0.01%+513F-HRTimeline
MCGUIRE CAPITAL ADVISORS INC111$9.11K0.01%013F-HRTimeline
TSFG, LLC113$9K<0.01%013F-HRTimeline
Ritter Daniher Financial Advisory LLC /…109$8.93K<0.01%013F-HRTimeline
MCF Advisors LLC103$8.44K<0.01%013F-HRTimeline
Synergy Investment Management, LLC101$8.28K<0.01%new13F-HRTimeline
Annis Gardner Whiting Capital Advisors,…101$8.27K<0.01%+913F-HRTimeline
New England Capital Financial Advisors …100$8.19K<0.01%013F-HRTimeline
Advantage Trust Co100$8.19K<0.01%013F-HRTimeline
CGC Financial Services, LLC98$8.03K<0.01%013F-HRTimeline
Kemnay Advisory Services Inc.90$7.37K<0.01%new13F-HRTimeline
Millstone Evans Group, LLC88$7.21K<0.01%+4013F-HRTimeline
BELLEVUE ASSET MANAGEMENT, LLC85$7.04K<0.01%013F-HRTimeline
Innovative Asset Advisors Group, LLC84$6.88K<0.01%13F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC81$6.64K<0.01%+3913F-HRTimeline
Elevated Capital Advisors, LLC80$6.55K<0.01%013F-HRTimeline
Colonial Trust Co / SCin group Colonial Trust Advisors78$6.39K<0.01%+3313F-HRTimelineGroup
JNBA Financial Advisors73$5.98K<0.01%013F-HRTimeline
POM Investment Strategies, LLC72$5.9K0.01%013F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC67$5.49K<0.01%013F-HRTimeline
Financial Management Professionals, Inc.65$5.33K<0.01%013F-HRTimeline
Prestige Wealth Management Group LLC65$5.33K<0.01%013F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp64$5.24K<0.01%013F-HRTimelineGroup
GHP Investment Advisors, Inc.61$5K<0.01%+113F-HRTimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…58$4.78K<0.01%013F-HRTimeline
Salomon & Ludwin, LLC57$4.72K<0.01%013F-HRTimeline
IFS Advisors, LLC57$4.67K<0.01%013F-HRTimeline
Retirement Wealth Solutions LLC55$4.51K<0.01%+2213F-HRTimeline
Signature Equity Partners, LLC55$4.51K<0.01%013F-HRTimeline
FINANCIAL CONSULATE, INC52$4.26K<0.01%+413F-HRTimeline
Cornerstone Financial Management LLC51$4.18K<0.01%+613F-HR/ATimeline
J.Safra Asset Management Corp50$4.1K<0.01%013F-HRTimeline
Park Place Capital Corp50$4.1K<0.01%-1413F-HRTimeline
Basepoint Wealth LLC43$3.56K<0.01%013F-HRTimeline
Cornerstone Planning Group LLC42$3.36K<0.01%+113F-HRTimeline
Olistico Wealth, LLC41$3.36K<0.01%013F-HRTimeline
Clayton Financial Group LLC39$3.19K<0.01%013F-HRTimeline
Purpose Unlimited Inc.in group Purpose Unlimited Inc.39$3.19K<0.01%-7913F-HRTimelineGroup
BARTLETT & CO. WEALTH MANAGEMENT LLC38$3.12K<0.01%+213F-HRTimeline
SUMMIT SECURITIES GROUP LLC38$3.11K<0.01%-30313F-HRTimeline
Boreal Capital Management LLC37$3.03K<0.01%+3713F-HRTimeline
Torren Management, LLC37$3.02K<0.01%-5113F-HRTimeline
Arlington Trust Co LLCin group Arlington Trust Co LLC36$2.95K<0.01%new13F-HRTimelineGroup
TFC Financial Management, Inc.33$2.7K<0.01%013F-HRTimeline
FIRST HORIZON CORP31$2.54K<0.01%013F-HRTimeline
Bay Harbor Wealth Management, LLC28$2.29K<0.01%+613F-HRTimeline
Abound Wealth Management27$2.25K<0.01%+2713F-HRTimeline
Kilter Group LLC26$2.13K<0.01%013F-HRTimeline
Rialto Wealth Management, LLC25$2.05K<0.01%+913F-HRTimeline
OGOREK ANTHONY JOSEPH /NY/ /ADV27$2K<0.01%013F-HR/ATimeline
Ankerstar Wealth, LLC24$1.97K<0.01%013F-HRTimeline
Sankala Group LLC22$1.79K<0.01%013F-HRTimeline
DiNuzzo Private Wealth, Inc.21$1.72K<0.01%013F-HRTimeline
BROWN, LISLE/CUMMINGS, INC.21$1.72K<0.01%013F-HRTimeline
JPL Wealth Management, LLC20$1.64K<0.01%new13F-HR/ATimeline
Signature Resources Capital Management,…19$1.56K<0.01%013F-HRTimeline
Whipplewood Advisors, LLC18$1.48K<0.01%new13F-HRTimeline
Osbon Capital Management LLC17$1.39K<0.01%013F-HRTimeline
Benson Wealth Management INC17$1.39K<0.01%013F-HRTimeline
Vermillion Wealth Management, Inc.16$1.31K<0.01%new13F-HRTimeline
Clark Wealth Partners14$1.15K<0.01%013F-HRTimeline
Caitlin John, LLC13$1.07K<0.01%013F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC13$1.06K<0.01%013F-HRTimeline
S&T Bank/PA12$983<0.01%013F-HRTimeline
USA FINANCIAL FORMULAS12$983<0.01%-8,88813F-HRTimeline
American Capital Advisory, LLC11$902<0.01%+1013F-HRTimeline
WestEnd Advisors, LLC10$819<0.01%013F-HRTimeline
NVWM, LLC10$819<0.01%013F-HRTimeline
Orion Capital Management LLC10$819<0.01%013F-HRTimeline
Portus Wealth Advisors, LLC10$819<0.01%new13F-HRTimeline
Intentional Wealth Strategies, LLC10$819<0.01%13F-HRTimeline
HFM Investment Advisors, LLC9$737<0.01%013F-HRTimeline
1015 Capital Partners, LLC9$737<0.01%013F-HRTimeline
Walleye Capital LLCgroup of 2 filers holding8$655-5,567Timeline
Bullock Wealth Management Group7$583<0.01%013F-HRTimeline
First Pacific Financial7$574<0.01%new13F-HRTimeline
Nemes Rush Group LLC7$573<0.01%013F-HRTimeline
Sunrise Financial Services, LLC7$573<0.01%013F-HRTimeline
SALEM INVESTMENT COUNSELORS INC6$492<0.01%new13F-HR/ATimeline
E Fund Management (Hong Kong) Co., Ltd.6$492<0.01%013F-HRTimeline
NorthAvenue LLC6$492<0.01%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV5$410<0.01%013F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC4$328<0.01%new13F-HRTimeline
West Branch Capital LLC4$328<0.01%013F-HRTimeline
Tidemark, LLC4$328<0.01%new13F-HRTimeline
Nvest Wealth Strategies, Inc.4$328<0.01%new13F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC3$246<0.01%new13F-HRTimeline
Principia Wealth Advisory, LLC3$246<0.01%013F-HRTimeline
CURIO WEALTH, LLC3$246<0.01%new13F-HRTimeline
ARCADIA INVESTMENT MANAGEMENT CORP/MI2$164<0.01%013F-HRTimeline
High Note Wealth, LLC2$164<0.01%013F-HRTimeline
Napier Financial, LLC2$164<0.01%new13F-HRTimeline
Leonteq Securities AG1$82<0.01%-2113F-HRTimeline
Quaker Wealth Management, LLC1$82<0.01%013F-HRTimeline
LOOMIS SAYLES & CO L Pin group LOOMIS SAYLES & CO L P1$50<0.01%013F-HRTimelineGroup
Winthrop Capital Management, LLC5$00%013F-HRTimelineValue 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