EVRG — Evergy Inc Institutional Holders · Q3 2026

Name: Who Owns EVRG? 32 Institutions Hold $21.2M (Q3 2026)
Creator: ko.io

Who owns Evergy Inc (EVRG)? 32 institutions reported holding $21.24M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Schaper Benz & Wise Investment Counsel Inc ($10.9M), Davis Capital Management ($1.6M), GAMMA Investing LLC ($1.5M).

Rank	Institution	Value	Shares	Change
1	SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI	$10.9M	138,600	Trimmed
2	Davis Capital Management	$1.6M	20,446	Trimmed
3	GAMMA Investing LLC	$1.5M	19,172	Trimmed
4	Farther Finance Advisors, LLC	$1.1M	13,447	Added
5	MOODY NATIONAL BANK TRUST DIVISION	$733,022	9,345	Added
6	Trust Co	$669,956	8,541	Trimmed
7	Wedmont Private Capital	$515,328	6,400	Added
8	Sound Income Strategies, LLC	$487,944	6,060	Trimmed
9	VISTA INVESTMENT PARTNERS LLC	$420,282	5,358	Hold
10	Versant Capital Management, Inc	$402,240	5,128	Added
11	ROCKLAND TRUST CO	$395,338	5,040	Trimmed
12	Valeo Financial Advisors, LLC	$340,719	4,343	Trimmed
13	EASTERN BANK	$331,958	4,232	Hold
14	Gradient Investments LLC	$330,311	4,211	Added
15	CX Institutional	$306,000	3,896	Added
16	Bank & Trust Co	$298,778	3,809	Hold
17	MassMutual Private Wealth & Trust, FSB	$279,246	3,560	Added
18	GoalVest Advisory LLC	$223,106	2,844	Trimmed
19	Retirement Wealth Solutions LLC	$109,435	1,395	Trimmed
20	ATWOOD & PALMER INC	$99,306	1,266	Hold
21	Bullock Wealth Management Group	$71,478	907	Hold
22	ELEVATION WEALTH PARTNERS, LLC	$45,653	582	Added
23	Planning Strategies Inc.	$44,868	572	Added
24	CoreCap Advisors, LLC	$38,723	493	Trimmed
25	Roxbury Financial LLC	$31,566	402	Added

Source: SEC Form 13F filings · as of 2026-09-30