HoldingsChannel.com
| Filer | 12/31/2023 Share Count | 3/31/2024 Share Count | Change | % Change |
|---|---|---|---|---|
| 13F Filers Increasing EVRG Share Count | ||||
| JJJ Advisors Inc. | 4 | 177 | +173 | +4325.00% |
| Financial Management Professionals Inc. | 23 | 78 | +55 | +239.13% |
| Toth Financial Advisory Corp | 212 | 635 | +423 | +199.53% |
| Exchange Traded Concepts LLC | 10,457 | 29,041 | +18,584 | +177.72% |
| Sunbelt Securities Inc. | 3,710 | 7,611 | +3,901 | +105.15% |
| Bruce G. Allen Investments LLC | 182 | 356 | +174 | +95.60% |
| MCF Advisors LLC | 15 | 23 | +8 | +53.33% |
| Versant Capital Management Inc | 355 | 540 | +185 | +52.11% |
| Spirit of America Management Corp NY | 1,300 | 1,850 | +550 | +42.31% |
| GAMMA Investing LLC | 3,788 | 5,102 | +1,314 | +34.69% |
| Brookstone Capital Management | 20,246 | 23,945 | +3,699 | +18.27% |
| Iams Wealth Management LLC | 8,782 | 10,104 | +1,322 | +15.05% |
| New Mexico Educational Retirement Board | 11,950 | 13,350 | +1,400 | +11.72% |
| Wealth Enhancement Advisory Services LLC | 14,745 | 16,394 | +1,649 | +11.18% |
| SJS Investment Consulting Inc. | 13 | 14 | +1 | +7.69% |
| Rockland Trust Co. | 14,727 | 15,814 | +1,087 | +7.38% |
| Kingswood Wealth Advisors LLC | 4,273 | 4,573 | +300 | +7.02% |
| SeaCrest Wealth Management LLC | 15,881 | 16,943 | +1,062 | +6.69% |
| Pinnacle Bank | 713 | 740 | +27 | +3.79% |
| City State Bank | 808 | 835 | +27 | +3.34% |
| CWM LLC | 310,030 | 314,029 | +3,999 | +1.29% |
| NBC Securities Inc. | 3,978 | 4,028 | +50 | +1.26% |
| Walker Asset Management LLC | 4,362 | 4,405 | +43 | +0.99% |
| Brookmont Capital Management | 19,640 | 19,785 | +145 | +0.74% |
| Trilogy Capital Inc. | 51,899 | 52,238 | +339 | +0.65% |
| Czech National Bank | 40,234 | 40,414 | +180 | +0.45% |
| Royal Fund Management LLC | 4,613 | 4,633 | +20 | +0.43% |
| State of Michigan Retirement System | 71,181 | 71,281 | +100 | +0.14% |
| Massmutual Trust Co. FSB ADV | 4,921 | 4,922 | +1 | +0.02% |
| 13F Filers Reporting New Positions In EVRG | ||||
| Wasatch Advisors Inc. | 0 | 63,560 | +63,560 | +100% |
| Stephenson National Bank & Trust | 0 | 8,189 | +8,189 | +100% |
| Cullinan Associates Inc. | 0 | 26,403 | +26,403 | +100% |
| Northwest Investment Counselors LLC | 0 | 119 | +119 | +100% |
| Mather Group LLC. | 0 | 3,333 | +3,333 | +100% |
| Riverview Trust Co | 0 | 804 | +804 | +100% |
| Wealthcare Advisory Partners LLC | 0 | 5,874 | +5,874 | +100% |
| Arlington Trust Co LLC | 0 | 14 | +14 | +100% |
| 13F Filers With Unchanged Share Count | ||||
| First Financialcorp IN | 1,000 | 1,000 | UNCH | 0.00% |
| City Holding Co. | 808 | 808 | UNCH | 0.00% |
| Salem Investment Counselors Inc. | 110 | 110 | UNCH | 0.00% |
| Atwood & Palmer Inc. | 855 | 855 | UNCH | 0.00% |
| M&R Capital Management Inc. | 610 | 610 | UNCH | 0.00% |
| Farmers & Merchants Investments Inc. | 383 | 383 | UNCH | 0.00% |
| Asset Dedication LLC | 885 | 885 | UNCH | 0.00% |
| Gulf International Bank UK Ltd | 19,141 | 19,141 | UNCH | 0.00% |
| Private Ocean LLC | 96 | 96 | UNCH | 0.00% |
| Trust Co | 6,017 | 6,017 | UNCH | 0.00% |
| Pensionfund Sabic | 22,000 | 22,000 | UNCH | 0.00% |
| Moisand Fitzgerald Tamayo LLC | 534 | 534 | UNCH | 0.00% |
| Edmonds Duncan Registered Investment Advisors LLC | 14,359 | 14,359 | UNCH | 0.00% |
| Symmetry Partners LLC | 3,872 | 3,872 | UNCH | 0.00% |
| Independence Bank of Kentucky | 556 | 556 | UNCH | 0.00% |
| Sound Income Strategies LLC | 3,718 | 3,718 | UNCH | 0.00% |
| D. B. Root & Company LLC | 7,921 | 7,921 | UNCH | 0.00% |
| Carolina Wealth Advisors LLC | 478 | 478 | UNCH | 0.00% |
| Pacifica Partners Inc. | 275 | 275 | UNCH | 0.00% |
| Tsfg LLC | 113 | 113 | UNCH | 0.00% |
| Lion Street Advisors LLC | 12,489 | 12,489 | UNCH | 0.00% |
| GoalVest Advisory LLC | 5,093 | 5,093 | UNCH | 0.00% |
| Bank of New Hampshire | 478 | 478 | UNCH | 0.00% |
| Armstrong Advisory Group Inc. | 98 | 98 | UNCH | 0.00% |
| Peoples Bank KS | 2,655 | 2,655 | UNCH | 0.00% |
| 13F Filers Decreasing EVRG Share Count | ||||
| Tompkins Financial Corp | 2,224 | 21 | -2,203 | -99.06% |
| Allspring Global Investments Holdings LLC | 94,247 | 32,675 | -61,572 | -65.33% |
| Gateway Investment Advisers LLC | 197,337 | 86,806 | -110,531 | -56.01% |
| Krane Funds Advisors LLC | 9,081 | 4,220 | -4,861 | -53.53% |
| Hexagon Capital Partners LLC | 667 | 319 | -348 | -52.17% |
| Capital Advisors Ltd. LLC | 241 | 160 | -81 | -33.61% |
| Miller Howard Investments Inc. NY | 16,438 | 12,226 | -4,212 | -25.62% |
| Community Bank of Raymore | 52,979 | 40,260 | -12,719 | -24.01% |
| Park Avenue Securities LLC | 7,402 | 6,174 | -1,228 | -16.59% |
| Midwest Financial Group LLC | 11,590 | 10,793 | -797 | -6.88% |
| Hartford Investment Management Co. | 15,472 | 14,685 | -787 | -5.09% |
| AdvisorNet Financial Inc | 507 | 482 | -25 | -4.93% |
| First PREMIER Bank | 38,045 | 36,908 | -1,137 | -2.99% |
| Jeppson Wealth Management LLC | 8,108 | 7,870 | -238 | -2.94% |
| CVA Family Office LLC | 560 | 545 | -15 | -2.68% |
| Garrett Investment Advisors LLC | 5,097 | 4,996 | -101 | -1.98% |
| MV Capital Management Inc. | 740 | 726 | -14 | -1.89% |
| Moody National Bank Trust Division | 8,900 | 8,765 | -135 | -1.52% |
| Retirement Planning Group | 22,036 | 21,747 | -289 | -1.31% |
| Hennion & Walsh Asset Management Inc. | 13,285 | 13,118 | -167 | -1.26% |
| Dynamic Advisor Solutions LLC | 23,806 | 23,588 | -218 | -0.92% |
| Manning & Napier Group LLC | 2,183,788 | 2,181,289 | -2,499 | -0.11% |
| Kempner Capital Management Inc. | 64,070 | 64,067 | -3 | -0.00% |
| 13F Filers Exiting EVRG | ||||
| BKM Wealth Management LLC | 1,825 | 0 | -1,825 | -100.00% |
| McGlone Suttner Wealth Management Inc. | 2,880 | 0 | -2,880 | -100.00% |
| Fortitude Family Office LLC | 41 | 0 | -41 | -100.00% |
| International Assets Investment Management LLC | 45,779 | 0 | -45,779 | -100.00% |
| Oak Thistle LLC | 10,421 | 0 | -10,421 | -100.00% |
| Los Angeles Capital Management & Equity Research Inc. | 10,163 | 0 | -10,163 | -100.00% |
See Summary: Institutional Holders of EVRG
See Details: Top 10 Hedge Funds Holding EVRG
Also See: EVRG Insider Buying
