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
M&R Capital Management Inc610$36.0K0.01%––
Pacific Center for Financial Services598$36.0K0.02%––
Key Financial Inc598$36.0K0.02%––
Farmers & Merchants Investments Inc653$39.0K0.00%––
Valeo Financial Advisors, LLC649$39.0K0.00%––
Acadian Asset Management LLC690$41.0K0.00%––
Atwood & Palmer Inc681$41.0K0.00%––
West Financial Advisors, LLC681$41.0K0.01%––
Vigilant Capital Management, LLC700$42.0K0.00%––
Whittier Trust Co of Nevada Inc716$43.0K0.00%––
Jacobi Capital Management LLC757$45.0K0.01%––
Delta Asset Management LLC780$46.0K0.00%––
International Assets Investment Management, LLC827$46.0K0.00%––
San Francisco Sentry Investment Group (Ca)865$52.0K0.02%––
Pinnacle Bancorp, Inc.909$54.0K0.03%––
Maverick Capital LtdSuperinvestorMaverick Capital918$55.0K0.00%––
Smithfield Trust Co924$55.0K0.00%––
Dividend Assets Capital, LLC917$55.0K0.01%––
Heritage Wealth Advisors948$56.4K0.00%––
City Holding Co953$57.0K0.01%––
Gradient Investments LLC958$57.0K0.00%––
Signaturefd, LLC981$58.0K0.00%––
First Financial Corp1,000$60.0K0.04%––
Montag A & Associates Inc1,000$60.0K0.00%––
Tompkins Financial Corp1,000$60.0K0.01%––
HM Payson & Co1,025$61.0K0.00%––
Covington Capital Management1,025$61.0K0.00%––
Proequities, Inc.1,035$62.0K0.00%––
Mondrian Investment Partners LTD966$62.0K0.00%––
Clearview Wealth Advisors LLC1,050$63.0K0.04%––
CSat Investment Advisory, L.P.1,088$65.0K0.05%––
Global Retirement Partners, LLC1,147$68.0K0.01%––
Larson Financial Group LLC1,164$69.0K0.02%––
Rockefeller Capital Management L.P.1,162$69.0K0.00%––
Sargent Bickham Lagudis LLC1,199$71.0K0.01%––
American State Bank (Iowa)1,196$71.2K0.06%––
Migdal Insurance & Financial Holdings Ltd.1,216$72.0K0.00%––
Cowa, LLC1,188$72.0K0.04%––
First Horizon Advisors, Inc.1,236$73.0K0.00%––
Trustcore Financial Services, LLC1,250$74.0K0.01%––
Rocky Mountain Advisers, LLC1,284$76.0K0.11%––
Arlington Partners LLC1,384$82.0K0.03%––
American Portfolios Advisors1,392$82.9K0.00%––
GPS Wealth Strategies Group, LLC1,438$85.0K0.03%––
Quadrant Capital Group LLC1,596$95.0K0.02%––
Johnson Midwest Financial, LLC1,605$96.0K0.10%––
Allworth Financial LP1,723$103.0K0.00%––
Jones Financial Companies LLLP1,816$108.0K0.00%––
First Command Bank1,815$108.0K0.02%––
First Command Financial Services, Inc.1,815$108.0K0.02%––
Kepos Capital LP1,880$112.0K0.01%––
AdvisorNet Financial, Inc1,924$115.0K0.01%––
Kelly Financial Services LLC1,968$117.1K0.07%––
Trust Co of Vermont2,000$119.0K0.01%––
Hudock, Inc.2,182$129.0K0.04%––
Whittier Trust Co2,311$138.0K0.00%––
Sentry Investment Management LLC2,330$139.0K0.04%––
B. Metzler seel. Sohn & Co. Holding AG2,406$143.0K0.00%––
Manchester Capital Management LLC2,417$144.0K0.02%––
Investment Counselors of Maryland LLC2,800$167.0K0.00%––
Riggs Asset Managment Co. Inc.2,800$167.0K0.05%––
Phoenix Wealth Advisors2,968$178.0K0.14%––
Ameritas Investment Partners, Inc.3,141$187.0K0.01%––
IMA Wealth, Inc.3,289$196.0K0.05%––
Fifth Third Bancorp3,333$198.0K0.00%––
Sunbelt Securities, Inc.3,366$200.0K0.04%––
Advisor Partners LLC3,419$204.0K0.01%––
Cetera Investment Advisers3,460$206.0K0.00%––
Walter & Keenan Financial Consulting Co3,500$208.0K0.07%––
Nomura Holdings Inc3,510$209.0K0.00%––
Bridgefront Capital, LLC3,533$210.0K0.07%––
TCF National Bank3,621$216.0K0.02%––
Athanor Capital, LP3,640$217.0K0.01%––
Sound Income Strategies, LLC3,674$218.7K0.04%––
Fort Washington Investment Advisors Inc3,719$221.0K0.00%––
Pensionmark Financial Group, LLC3,530$222.0K0.05%––
Brown Advisory Inc3,750$223.0K0.00%––
Sun Life Financial INC3,904$232.0K0.02%––
Texas Yale Capital Corp.3,892$232.0K0.01%––
Prelude Capital Management, LLC3,945$235.0K0.02%––
United Capital Financial Advisers, LLC3,993$238.0K0.00%––
Sowell Financial Services LLC3,735$238.0K0.01%––
Visionary Wealth Advisors4,004$238.0K0.03%––
Anchor Investment Management, LLC4,000$238.1K0.04%––
Lido Advisors, LLC4,010$239.0K0.01%––
Murphy Capital Management Inc4,048$241.0K0.03%––
Sullivan, Bruyette, Speros & Blaney, LLC4,153$247.0K0.01%––
Massmutual Trust Co FSB4,206$250.0K0.01%––
Eqis Capital Management, Inc.4,202$250.0K0.02%––
Vestcor Inc4,223$251.0K0.01%––
Calton & Associates, Inc.4,251$253.0K0.05%––
Independent Advisor Alliance4,251$253.0K0.02%––
Veritable, L.P.4,261$254.0K0.00%––
Mercer Global Advisors Inc4,341$258.0K0.00%––
Cornerstone Wealth Management, LLC4,328$258.0K0.03%––
JustInvest LLC4,396$262.0K0.04%––
First Mercantile Trust Co4,467$266.0K0.03%––
Rafferty Asset Management, LLC4,460$266.0K0.00%––
Fulcrum Asset Management LLP–$268.0K0.17%––
Echo Street Capital Management LLC4,527$269.0K0.00%––