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Disclosery

EVRG EVERGY INC

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Stock (common), issuer CIK 1711269

Filings received so far for Q3 2026: 31 13F filers report a position in EVRG shares at 2026-09-30. The quarter is not complete: its 13F deadline is 2026-11-14, and the counts grow as filings arrive.

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 2026

Filers in the available 13F reports with a share position at 2026-09-30, 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
SCHAPER BENZ & WISE INVESTMENT COUNSEL …138,600$10.9M0.72%-82013F-HRTimeline
Davis Capital Management20,446$1.6M0.96%-17813F-HRTimeline
GAMMA Investing LLC19,172$1.5M0.05%-2913F-HRTimeline
Farther Finance Advisors, LLC13,447$1.05M0.01%+23513F-HRTimeline
MOODY NATIONAL BANK TRUST DIVISIONin group MOODY NATIONAL BANK TRUST DIV…9,345$733K0.06%+41013F-HRTimelineGroup
Trust Co8,541$670K0.06%-1,15413F-HRTimeline
Wedmont Private Capital6,400$515K0.01%+83813F-HRTimeline
Sound Income Strategies, LLC6,060$488K0.02%-1,31813F-HRTimeline
VISTA INVESTMENT PARTNERS LLC5,358$420K0.11%013F-HRTimeline
Versant Capital Management, Inc5,128$402K0.03%+70713F-HRTimeline
ROCKLAND TRUST CO5,040$395K0.02%-4,28713F-HRTimeline
Valeo Financial Advisors, LLC4,343$341K0.01%-5513F-HRTimeline
EASTERN BANK4,232$332K0.01%013F-HRTimeline
Gradient Investments LLCin group Gradient Investments LLC4,211$330K<0.01%+45713F-HRTimelineGroup
CX Institutional3,896$306K0.01%+16813F-HRTimeline
Bank & Trust Co3,809$299K0.19%013F-HRTimeline
MassMutual Private Wealth & Trust, FSB3,560$279K0.01%+16213F-HRTimeline
GoalVest Advisory LLC2,844$223K0.04%-3,44613F-HRTimeline
Retirement Wealth Solutions LLC1,395$109K0.06%-1813F-HRTimeline
ATWOOD & PALMER INC1,266$99.3K0.01%013F-HRTimeline
Bullock Wealth Management Group907$71.5K0.03%013F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC582$45.7K0.01%+39413F-HRTimeline
Planning Strategies Inc.572$44.9K0.03%+313F-HRTimeline
CoreCap Advisors, LLC493$38.7K<0.01%-12113F-HRTimeline
Roxbury Financial LLC402$31.6K0.02%+313F-HRTimeline
Bank of New Hampshire179$14K<0.01%013F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC59$4.63K<0.01%013F-HRTimeline
Olistico Wealth, LLC41$3.22K<0.01%013F-HRTimeline
Grove Bank & Trust38$2.98K<0.01%new13F-HRTimeline
GILPIN WEALTH MANAGEMENT, LLC34$2.67K<0.01%new13F-HRTimeline
TOTH FINANCIAL ADVISORY CORP14$1.1K<0.01%new13F-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