Skip to main content

Evergy, Inc.

EVRG
Exchange
Nasdaq
Industry
Electric & Other Services Combined
SEC CIK
0001711269

In the last 90 days, Evergy, Inc. insiders filed 1 open-market purchase and 0 sales; 948 institutions reported holding it in 13F filings for Q2 2026, worth $18.8B in total; no superinvestor holds it.

13F holders, Q1 2021

Institutional positions in Evergy, Inc. as of Mar 31, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
586
No complete 13F data for Q4 2020
Shares held
190.2M
No complete 13F data for Q4 2020
Total value
$11.3B
No complete 13F data for Q4 2020

Holders and value by quarter

Institutions reporting EVRG on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ1 2021: 586 institutions
Q1 2021: 586 institutionsQ2 2021: 581 institutionsQ3 2021: 593 institutionsQ4 2021: 633 institutionsQ1 2022: 641 institutionsQ2 2022: 640 institutionsQ3 2022: 651 institutionsQ4 2022: 686 institutionsQ1 2023: 654 institutionsQ2 2023: 664 institutionsQ3 2023: 663 institutionsQ4 2023: 706 institutionsQ1 2024: 693 institutionsQ2 2024: 702 institutionsQ3 2024: 722 institutionsQ4 2024: 776 institutionsQ1 2025: 821 institutionsQ2 2025: 821 institutionsQ3 2025: 854 institutionsQ4 2025: 925 institutionsQ1 2026: 924 institutionsQ2 2026: 948 institutions
Value heldQ1 2021: $11.3B
Q1 2021: $11.3BQ2 2021: $11.9BQ3 2021: $12.3BQ4 2021: $13.7BQ1 2022: $13.0BQ2 2022: $12.5BQ3 2022: $11.4BQ4 2022: $12.0BQ1 2023: $11.8BQ2 2023: $11.1BQ3 2023: $9.73BQ4 2023: $10.5BQ1 2024: $10.4BQ2 2024: $10.4BQ3 2024: $12.3BQ4 2024: $12.5BQ1 2025: $13.9BQ2 2025: $14.3BQ3 2025: $16.3BQ4 2025: $15.4BQ1 2026: $17.6BQ2 2026: $18.8B
Institutions holding EVRG and their total value by quarter
QuarterHoldersValue
Q2 2026948$18.8B
Q1 2026924$17.6B
Q4 2025925$15.4B
Q3 2025854$16.3B
Q2 2025821$14.3B
Q1 2025821$13.9B
Q4 2024776$12.5B
Q3 2024722$12.3B
Q2 2024702$10.4B
Q1 2024693$10.4B
Q4 2023706$10.5B
Q3 2023663$9.73B
Q2 2023664$11.1B
Q1 2023654$11.8B
Q4 2022686$12.0B
Q3 2022651$11.4B
Q2 2022640$12.5B
Q1 2022641$13.0B
Q4 2021633$13.7B
Q3 2021593$12.3B
Q2 2021581$11.9B
Q1 2021586$11.3B

Institutions, Q1 2021

Shares, value and share of portfolio for each institution holding Evergy, Inc..

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.

Institutions holding EVRG in Q1 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Westside Investment Management, Inc.15$00.00%––
Liberty Wealth Management LLC7$00.00%––
Carolinas Wealth Consulting LLC5$00.00%––
SOA Wealth Advisors, LLC.8$00.00%––
Transamerica Financial Advisors, Inc.11$1.00K0.02%––
Financial Management Professionals, Inc.15$1.00K0.00%––
NEXT Financial Group, Inc12$1.00K0.00%––
Regal Wealth Group, Inc.16$1.00K0.00%––
CNB Bank15$1.00K0.00%––
Carroll Financial Associates, Inc.49$2.00K0.00%––
BerganKDV Wealth Management, LLC31$2.00K0.00%––
Retirement Group, LLC34$2.00K0.00%––
TSFG, LLC29$2.00K0.00%––
Standard Family Office LLC35$2.00K0.00%––
RWM Asset Management, LLC36$2.00K0.00%––
Hartford Financial Management Inc.44$3.00K0.00%––
Benjamin F. Edwards & Company, Inc.44$3.00K0.00%––
Lenox Wealth Advisors, LLC50$3.00K0.00%––
JJJ Advisors Inc.52$3.00K0.00%––
Alpha DNA Investment Management LLC65$3.00K0.00%––
Enterprise Financial Services Corp59$4.00K0.00%––
JNBA Financial Advisors73$4.00K0.00%––
Tarbox Family Office, Inc.73$4.00K0.00%––
Tradewinds Capital Management, LLC60$4.00K0.00%––
Capital Analysts, LLC73$4.00K0.00%––
IronBridge Private Wealth, LLC70$4.00K0.00%––
Federation des caisses Desjardins du Quebec71$4.23K0.00%––
C M Bidwell & Associates Ltd92$5.00K0.00%––
O'Shaughnessy Asset Management, LLC85$5.00K0.00%––
Old North State Trust, LLC80$5.00K0.00%––
Lindbrook Capital, LLC91$5.00K0.00%––
Prestige Wealth Management Group LLC78$5.00K0.00%––
Avion Wealth91$5.00K0.00%––
Wolff Wiese Magana LLC84$5.00K0.00%––
Sterling Financial Planning, Inc.78$5.00K0.00%––
Glassman Wealth Services94$6.00K0.00%––
WealthShield Partners, LLC100$6.00K0.00%––
Gables Capital Management Inc.100$6.00K0.00%––
Meridian Wealth Partners, LLC103$6.00K0.00%––
Northwest Investment Counselors, LLC119$7.00K0.00%––
MUFG Americas Holdings Corp133$8.00K0.00%––
Riverview Trust Co129$8.00K0.01%––
Wealthcare Advisory Partners LLC135$8.00K0.00%––
Investors Research Corp145$9.00K0.00%––
Coastal Capital Group, Inc.152$9.00K0.00%––
Sutton Wealth Advisors Inc.161$9.58K0.00%––
Clearstead Advisors, LLC161$10.0K0.00%––
Earnest Partners LLC174$10.0K0.00%––
Sugarloaf Wealth Management, LLC176$10.0K0.00%––
Bedel Financial Consulting, Inc.160$10.0K0.00%––
Baystate Wealth Management LLC183$11.0K0.00%––
Zions Bancorporation, N.A.192$11.0K0.00%––
Evoke Wealth, LLC189$11.0K0.00%––
Accel Wealth Management182$11.0K0.01%––
Motco204$12.0K0.00%––
Parkside Financial Bank & Trust203$12.0K0.00%––
Sandy Spring Bank205$12.0K0.00%––
TD Ameritrade Investment Management, LLC209$12.0K0.00%––
Caldwell Trust Co211$12.6K0.00%––
Selective Wealth Management, Inc.226$13.0K0.01%––
Asset Dedication, LLC239$14.0K0.00%––
Summit Wealth Group, LLC234$14.0K0.02%––
Focused Wealth Management, Inc250$15.0K0.00%––
Private Ocean, LLC268$16.0K0.00%––
Private Capital Group, LLC270$16.0K0.00%––
Versant Capital Management, Inc275$16.0K0.01%––
Optimum Investment Advisors282$17.0K0.00%––
TCI Wealth Advisors, Inc.293$17.0K0.01%––
FourThought Financial, LLC298$17.0K0.00%––
Washington Trust Co298$18.0K0.00%––
Country Trust Bank295$18.0K0.00%––
Wealthcare Capital Management LLC294$18.0K0.00%––
Ellevest, Inc.299$18.0K0.00%––
Hoover Financial Advisors, Inc.290$18.0K0.00%––
First Horizon Corp321$19.0K0.00%––
Huntington National Bank320$19.0K0.00%––
North Star Investment Management Corp.327$19.0K0.00%––
Tortoise Investment Management, LLC312$19.0K0.00%––
Raffa Wealth Management, LLC332$19.8K0.01%––
First Bank & Trust344$20.0K0.01%––
Burleson & Company, LLC330$20.0K0.00%––
Ellis Investment Partners, LLC328$20.0K0.01%––
Pacitti Group Inc.346$20.0K0.01%––
FinTrust Capital Advisors, LLC354$21.0K0.01%––
Tucker Asset Management LLC355$21.1K0.01%––
Gemmer Asset Management LLC366$22.0K0.00%––
Klaas Financial Asset Advisors, LLC402$24.0K0.01%––
John W. Brooker & Co., CPAs412$25.0K0.02%––
Freedman Financial Associates, Inc.420$25.0K0.02%––
Berman Capital Advisors, LLC482$27.0K0.01%––
Truvestments Capital LLC454$27.0K0.02%––
Carolina Wealth Advisors, LLC478$28.0K0.02%––
Financial Avengers, Inc.482$29.0K0.02%––
Ameritas Investment Company, LLC498$29.6K0.00%––
Farmers & Merchants Trust Co of Chambersburg PA500$30.0K0.02%––
Mark Sheptoff Financial Planning, LLC538$32.0K0.02%––
Independence Bank of Kentucky556$33.0K0.02%––
Tradition Wealth Management, LLC550$33.0K0.01%––
Bessemer Group Inc591$35.0K0.00%––
Eudaimonia Partners, LLC581$35.0K0.01%––