Filing Research | EVRG - EVERGY INC Institutional Holdings

Snapshot holdings

50 / 238 loaded

#		Instrument	quantity
1	VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P.	Shares	972.5KSH	$84.1M
2	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	Shares	435.0KSH	$37.6M
3	FIRST CITIZENS BANK & TRUST CO	Shares	188.6KSH	$16.3M
4	Envestnet Portfolio Solutions, Inc.	Shares	182.4KSH	$15.8M
5	WEDGE CAPITAL MANAGEMENT L L P/NC	Shares	175.4KSH	$15.2M
6	QRG CAPITAL MANAGEMENT, INC.	Shares	153.3KSH	$13.2M
7	SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI	Shares	139.4KSH	$12.1M
8	ADVOCATE GROUP LLC	Shares	127.9KSH	$11.1M
9	VIKING FUND MANAGEMENT LLC	Shares	100.0KSH	$8.6M
10	Assenagon Asset Management S.A.	Shares	67.0KSH	$5.8M
11	Czech National Bank	Shares	65.6KSH	$5.7M
12	IFM Investors Pty Ltd	Shares	56.9KSH	$4.9M
13	CARY STREET PARTNERS FINANCIAL LLC	Shares	56.3KSH	$4.9M
14	Mirae Asset Global Investments Co., Ltd.	Shares	52.7KSH	$4.6M
15	Ledyard National Bank	Shares	52.5KSH	$4.5M
16	Trilogy Capital Inc.	Shares	47.2KSH	$4.1M
17	FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC.	Shares	46.2KSH	$4.0M
18	Fideuram Asset Management (Ireland) dac	Shares	47.2KSH	$3.9M
19	Portman Square Capital LLP	PUT	43.5KSH	$3.8M
20	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	42.4KSH	$3.6M
21	FARMERS & MERCHANTS INVESTMENTS INC	Shares	40.6KSH	$3.5M
22	PREVAIL INNOVATIVE WEALTH ADVISORS, LLC	Shares	40.2KSH	$3.5M
23	Y-Intercept (Hong Kong) Ltd	Shares	40.0KSH	$3.5M
24	YOUSIF CAPITAL MANAGEMENT, LLC	Shares	37.5KSH	$3.2M
25	Sequoia Financial Advisors, LLC	Shares	34.8KSH	$3.0M
26	Police & Firemen's Retirement System of New Jersey	Shares	34.6KSH	$3.0M
27	Prospera Financial Services Inc	Shares	33.6KSH	$2.9M
28	Sumitomo Mitsui DS Asset Management Company, Ltd	Shares	31.7KSH	$2.7M
29	Hennion & Walsh Asset Management, Inc.	Shares	28.4KSH	$2.5M
30	Brookstone Capital Management	Shares	27.1KSH	$2.3M
31	LaFleur & Godfrey LLC	Shares	25.6KSH	$2.2M
32	J.W. COLE ADVISORS, INC.	Shares	21.9KSH	$1.9M
33	SCHNIEDERS CAPITAL MANAGEMENT, LLC.	Shares	21.1KSH	$1.8M
34	Davis Capital Management	Shares	20.6KSH	$1.8M
35	GAMMA Investing LLC	Shares	19.2KSH	$1.7M
36	Oak Thistle LLC	Shares	19.2KSH	$1.7M
37	Dynamic Advisor Solutions LLC	Shares	19.1KSH	$1.7M
38	Brookmont Capital Management	Shares	18.2KSH	$1.6M
39	SPIRIT OF AMERICA MANAGEMENT CORP/NY	Shares	18.1KSH	$1.6M
40	RIA Advisory Group LLC	Shares	15.7KSH	$1.4M
41	IAMS WEALTH MANAGEMENT, LLC	Shares	14.6KSH	$1.3M
42	Goelzer Investment Management, Inc.	Shares	14.4KSH	$1.2M
43	SIERRA SUMMIT ADVISORS LLC	Shares	13.8KSH	$1.2M
44	ALBION FINANCIAL GROUP /UT	Shares	13.7KSH	$1.2M
45	Farther Finance Advisors, LLC	Shares	13.2KSH	$1.1M
46	MIZUHO SECURITIES USA LLC	Shares	13.9KSH	$1.1M
47	Turning Point Benefit Group, Inc.	Shares	13.0KSH	$1.1M
48	HARTFORD INVESTMENT MANAGEMENT CO	Shares	12.6KSH	$1.1M
49	AGH Wealth Advisors, LLC	Shares	12.6KSH	$1.1M
50	GATEWAY INVESTMENT ADVISERS LLC	Shares	12.6KSH	$1.1M

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Manager changes2026-06-30 vs 2026-03-31

50 / 248 loaded

#		Instrument
1	VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. added	Shares	+5.2K	+$4.8M	$84.1M
2	Y-Intercept (Hong Kong) Ltd added	Shares	+17.1K	+$1.6M	$3.5M
3	PREVAIL INNOVATIVE WEALTH ADVISORS, LLC added	Shares	+11.5K	+$1.1M	$3.5M
4	QRG CAPITAL MANAGEMENT, INC. added	Shares	+1.7K	+$829.6K	$13.2M
5	SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI added	Shares	+2.0K	+$792.3K	$12.1M
6	Mirae Asset Global Investments Co., Ltd. added	Shares	+6.4K	+$758.4K	$4.6M
7	IFM Investors Pty Ltd added	Shares	+5.7K	+$721.6K	$4.9M
8	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+7.2K	+$716.2K	$3.6M
9	Fideuram Asset Management (Ireland) dac added	Shares	+3.1K	+$600.3K	$3.9M
10	Czech National Bank added	Shares	+2.9K	+$534.7K	$5.7M
11	Advantage Trust Co added	Shares	+5.3K	+$454.2K	$462.4K
12	VIKING FUND MANAGEMENT LLC unchanged	Shares	0	+$451.0K	$8.6M
13	Hennion & Walsh Asset Management, Inc. added	Shares	+3.9K	+$449.7K	$2.5M
14	Blackhawk Capital Partners, LLC added	Shares	+3.9K	+$355.5K	$757.9K
15	GATEWAY INVESTMENT ADVISERS LLC added	Shares	+3.3K	+$323.3K	$1.1M
16	SUMMITRY LLC new	Shares	+3.1K	+$265.6K	$265.6K
17	FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. added	Shares	+566	+$254.9K	$4.0M
18	Sequoia Financial Advisors, LLC added	Shares	+1.2K	+$253.0K	$3.0M
19	Davis Capital Management added	Shares	+1.8K	+$242.0K	$1.8M
20	IAMS WEALTH MANAGEMENT, LLC added	Shares	+2.1K	+$234.7K	$1.3M
21	Trilogy Capital Inc. added	Shares	+125	+$223.2K	$4.1M
22	EVERPAR ADVISORS LLC new	Shares	+2.5K	+$218.3K	$218.3K
23	Royal Fund Management, LLC new	Shares	+2.4K	+$203.5K	$203.5K
24	SIGNATUREFD, LLC added	Shares	+1.9K	+$201.0K	$893.6K
25	HBW ADVISORY SERVICES LLC new	Shares	+2.3K	+$200.9K	$200.9K
26	FARMERS & MERCHANTS INVESTMENTS INC added	Shares	+109	+$191.8K	$3.5M
27	GAMMA Investing LLC added	Shares	+1.3K	+$189.7K	$1.7M
28	Valeo Financial Advisors, LLC added	Shares	+1.9K	+$173.9K	$380.1K
29	Aaron Wealth Advisors LLC added	Shares	+1.6K	+$160.7K	$581.4K
30	Turning Point Benefit Group, Inc. added	Shares	+1.3K	+$158.7K	$1.1M
31	RIA Advisory Group LLC added	Shares	+1.0K	+$155.8K	$1.4M
32	Sumitomo Mitsui DS Asset Management Company, Ltd added	Shares	+7	+$143.6K	$2.7M
33	High Point Wealth Management, LLC added	Shares	+1.4K	+$132.0K	$342.7K
34	CALIBER WEALTH MANAGEMENT, LLC / KS added	Shares	+1.4K	+$131.4K	$341.7K
35	PFG Investments, LLC added	Shares	+1.2K	+$129.2K	$627.1K
36	BENJAMIN EDWARDS INC added	Shares	+1.1K	+$124.0K	$698.8K
37	Ballentine Partners, LLC added	Shares	+1.2K	+$122.2K	$488.5K
38	J.W. COLE ADVISORS, INC. added	Shares	+251	+$119.3K	$1.9M
39	Retirement Wealth Solutions LLC added	Shares	+1.4K	+$117.6K	$122.1K
40	LaFleur & Godfrey LLC added	Shares	+25	+$117.4K	$2.2M
41	SPIRIT OF AMERICA MANAGEMENT CORP/NY added	Shares	+350	+$110.3K	$1.6M
42	Police & Firemen's Retirement System of New Jersey trimmed	Shares	-584	+$108.3K	$3.0M
43	Apollon Wealth Management, LLC added	Shares	+1.0K	+$107.6K	$444.1K
44	Cape Investment Advisory, Inc. new	Shares	+1.2K	+$105.9K	$105.9K
45	Avanza Fonder AB added	Shares	+1.1K	+$105.8K	$231.1K
46	ADAMSBROWN WEALTH CONSULTANTS LLC added	Shares	+506	+$97.8K	$1.1M
47	SIERRA SUMMIT ADVISORS LLC added	Shares	+309	+$87.5K	$1.2M
48	SCHNIEDERS CAPITAL MANAGEMENT, LLC. trimmed	Shares	-100	+$87.0K	$1.8M
49	Prospera Financial Services Inc trimmed	Shares	-814	+$84.9K	$2.9M
50	Brookmont Capital Management trimmed	Shares	-47	+$78.4K	$1.6M

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