EVERGY INC (EVRG)
Institutional ownership reported to the SEC as of Q3 2026, across 32 quarters.
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI | $10.9M | 138,600 | 0.72% | 32q | -0.6%-$64.3K |
| Davis Capital Management | $1.6M | 20,446 | 0.96% | 7q | -0.9%-$14.0K |
| GAMMA Investing LLC | $1.5M | 19,172 | 0.05% | 12q | HELD |
| Farther Finance Advisors, LLC | $1.1M | 13,447 | 0.01% | 16q | +1.8%+$18.4K |
| MOODY NATIONAL BANK TRUST DIVISION | $733.0K | 9,345 | 0.06% | 32q | +4.6%+$32.2K |
| Trust Co | $670.0K | 8,541 | 0.06% | 32q | -11.9%-$90.5K |
| Wedmont Private Capital | $515.3K | 6,400 | 0.01% | 8q | +15.1%+$67.5K |
| Sound Income Strategies, LLC | $487.9K | 6,060 | 0.02% | 23q | -17.9%-$106.1K |
| VISTA INVESTMENT PARTNERS LLC | $420.3K | 5,358 | 0.11% | 12q | HELD |
| Versant Capital Management, Inc | $402.2K | 5,128 | 0.03% | 32q | +16.0%+$55.5K |
| ROCKLAND TRUST CO | $395.3K | 5,040 | 0.02% | 12q | -46.0%-$336.3K |
| Valeo Financial Advisors, LLC | $340.7K | 4,343 | 0.01% | 11q | -1.3%-$4.3K |
| EASTERN BANK | $332.0K | 4,232 | 0.01% | 9q | HELD |
| Gradient Investments LLC | $330.3K | 4,211 | 0.00% | 7q | +12.2%+$35.8K |
| Bank & Trust Co | $298.8K | 3,809 | 0.19% | 10q | HELD |
| MassMutual Private Wealth & Trust, FSB | $279.2K | 3,560 | 0.01% | 32q | +4.8%+$12.7K |
| GoalVest Advisory LLC | $223.1K | 2,844 | 0.04% | 18q | -54.8%-$270.3K |
| Retirement Wealth Solutions LLC | $109.4K | 1,395 | 0.06% | 8q | -1.3%-$1.4K |
| ATWOOD & PALMER INC | $99.3K | 1,266 | 0.01% | 32q | HELD |
| Bullock Wealth Management Group | $71.5K | 907 | 0.03% | 11q | HELD |
| ELEVATION WEALTH PARTNERS, LLC | $45.7K | 582 | 0.01% | 5q | +209.6%+$30.9K |
| Planning Strategies Inc. | $44.9K | 572 | 0.03% | 2q | +0.5% |
| CoreCap Advisors, LLC | $38.7K | 493 | 0.00% | 11q | -19.7%-$9.5K |
| Roxbury Financial LLC | $31.6K | 402 | 0.02% | 8q | +0.8% |
| Bank of New Hampshire | $14.0K | 179 | 0.00% | 6q | HELD |
| ARMSTRONG ADVISORY GROUP, INC | $4.6K | 59 | 0.00% | 16q | HELD |
| Olistico Wealth, LLC | $3.2K | 41 | 0.00% | 4q | HELD |
| Grove Bank & Trust | $3.0K | 38 | 0.00% | new | NEW |
| GILPIN WEALTH MANAGEMENT, LLC | $2.7K | 34 | 0.00% | new | NEW |
| TOTH FINANCIAL ADVISORY CORP | $1.1K | 14 | 0.00% | new | NEW |
| CX Institutional | $306 | 3,896 | 0.01% | 7q | +4.5% |
Five percent filings
Anyone crossing 5% of a company must say so within days - far sooner than the next quarterly holdings report. A 13D declares an intent to influence the company; a 13G is the passive version. See all activist filings →
| Filed | Form | Filer | % of class |
|---|---|---|---|
| 2026-07-31 | 13G/A | Vanguard Portfolio Management | 4.9% |
What the insiders did
Open market purchases and sales reported on Form 4 in the last 180 days. Grants, option exercises and shares surrendered to cover tax are left out: they are compensation rather than a decision to buy or sell. Where a broker filled one order in tranches the lines are summed, because it was one decision.
Officers and directors
| Date | Insider | Role | Side | Shares | Value |
|---|---|---|---|---|---|
| 2026-06-15 | Caisley Charles A. | EVP & CHIEF CUST OFFCR | Sold | 10,787 | $900.2K |
| 2026-09-11 | Rolph Jonathan D | Director | Bought | 1,640 | $133.6K ×7 |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 30 | $20.9M | 266,518 | 3 | 9 | 9 | 0.0% |
| Q2 2026 | 950 | $21.2B | 244,272,780 | 91 | 376 | 231 | 0.3% |
| Q1 2026 | 921 | $17.8B | 217,148,895 | 93 | 323 | 256 | 0.2% |
| Q4 2025 | 929 | $15.6B | 214,268,071 | 104 | 285 | 266 | 0.3% |
| Q3 2025 | 857 | $16.6B | 217,828,220 | 91 | 320 | 232 | 0.6% |
| Q2 2025 | 826 | $14.3B | 207,281,872 | 81 | 345 | 204 | 0.1% |
| Q1 2025 | 828 | $14.0B | 202,339,756 | 110 | 314 | 222 | 0.5% |
| Q4 2024 | 775 | $12.6B | 204,065,251 | 84 | 276 | 212 | 0.2% |
| Q3 2024 | 724 | $12.4B | 200,453,648 | 78 | 241 | 224 | 0.3% |
| Q2 2024 | 706 | $10.5B | 196,940,810 | 72 | 248 | 221 | 0.4% |
| Q1 2024 | 696 | $10.9B | 203,454,249 | 65 | 230 | 246 | 0.7% |
| Q4 2023 | 704 | $10.7B | 204,683,221 | 75 | 238 | 221 | 0.1% |
| Q3 2023 | 663 | $9.7B | 192,138,242 | 58 | 236 | 209 | 0.1% |
| Q2 2023 | 664 | $11.1B | 189,910,998 | 53 | 214 | 217 | 0.0% |
| Q1 2023 | 653 | $12.1B | 198,534,534 | 53 | 235 | 203 | 0.0% |
| Q4 2022 | 688 | $12.4B | 196,275,425 | 78 | 235 | 210 | 0.1% |
| Q3 2022 | 644 | $11.5B | 192,660,525 | 59 | 224 | 188 | 0.1% |
| Q2 2022 | 639 | $12.6B | 192,344,370 | 60 | 218 | 185 | 0.2% |
| Q1 2022 | 643 | $13.0B | 190,304,232 | 66 | 192 | 197 | 0.2% |
| Q4 2021 | 637 | $13.8B | 201,050,366 | 61 | 202 | 176 | 0.3% |
| Q3 2021 | 589 | $12.3B | 197,882,000 | 50 | 182 | 190 | 0.1% |
| Q2 2021 | 579 | $11.9B | 196,776,691 | 52 | 209 | 151 | 0.2% |
| Q1 2021 | 586 | $11.3B | 190,269,226 | 63 | 186 | 186 | 0.3% |
| Q4 2020 | 590 | $10.5B | 188,396,747 | 63 | 162 | 214 | 0.2% |
| Q3 2020 | 563 | $9.4B | 183,992,293 | 68 | 184 | 192 | 0.4% |
| Q2 2020 | 582 | $11.2B | 187,512,320 | 62 | 141 | 242 | 0.6% |
| Q1 2020 | 584 | $10.5B | 190,005,291 | 56 | 167 | 221 | 0.1% |
| Q4 2019 | 601 | $12.7B | 195,194,477 | 56 | 175 | 206 | 0.1% |
| Q3 2019 | 591 | $13.1B | 197,206,906 | 68 | 199 | 186 | 0.3% |
| Q2 2019 | 566 | $12.0B | 199,755,645 | 54 | 179 | 200 | 0.1% |
| Q1 2019 | 574 | $12.1B | 208,015,599 | 59 | 198 | 195 | 0.1% |
| Q4 2018 | 588 | $12.4B | 219,645,486 | 10 | 8 | 8 | 0.0% |