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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
Murphy Capital Management Inc4,048$241.0K0.03%––
Lido Advisors, LLC4,010$239.0K0.01%––
Anchor Investment Management, LLC4,000$238.1K0.04%––
United Capital Financial Advisers, LLC3,993$238.0K0.00%––
Sowell Financial Services LLC3,735$238.0K0.01%––
Visionary Wealth Advisors4,004$238.0K0.03%––
Prelude Capital Management, LLC3,945$235.0K0.02%––
Sun Life Financial INC3,904$232.0K0.02%––
Texas Yale Capital Corp.3,892$232.0K0.01%––
Brown Advisory Inc3,750$223.0K0.00%––
Pensionmark Financial Group, LLC3,530$222.0K0.05%––
Fort Washington Investment Advisors Inc3,719$221.0K0.00%––
Sound Income Strategies, LLC3,674$218.7K0.04%––
Athanor Capital, LP3,640$217.0K0.01%––
TCF National Bank3,621$216.0K0.02%––
Bridgefront Capital, LLC3,533$210.0K0.07%––
Nomura Holdings Inc3,510$209.0K0.00%––
Walter & Keenan Financial Consulting Co3,500$208.0K0.07%––
Cetera Investment Advisers3,460$206.0K0.00%––
Advisor Partners LLC3,419$204.0K0.01%––
Sunbelt Securities, Inc.3,366$200.0K0.04%––
Fifth Third Bancorp3,333$198.0K0.00%––
IMA Wealth, Inc.3,289$196.0K0.05%––
Ameritas Investment Partners, Inc.3,141$187.0K0.01%––
Phoenix Wealth Advisors2,968$178.0K0.14%––
Investment Counselors of Maryland LLC2,800$167.0K0.00%––
Riggs Asset Managment Co. Inc.2,800$167.0K0.05%––
Manchester Capital Management LLC2,417$144.0K0.02%––
B. Metzler seel. Sohn & Co. Holding AG2,406$143.0K0.00%––
Sentry Investment Management LLC2,330$139.0K0.04%––
Whittier Trust Co2,311$138.0K0.00%––
Hudock, Inc.2,182$129.0K0.04%––
Trust Co of Vermont2,000$119.0K0.01%––
Kelly Financial Services LLC1,968$117.1K0.07%––
AdvisorNet Financial, Inc1,924$115.0K0.01%––
Kepos Capital LP1,880$112.0K0.01%––
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%––
Allworth Financial LP1,723$103.0K0.00%––
Johnson Midwest Financial, LLC1,605$96.0K0.10%––
Quadrant Capital Group LLC1,596$95.0K0.02%––
GPS Wealth Strategies Group, LLC1,438$85.0K0.03%––
American Portfolios Advisors1,392$82.9K0.00%––
Arlington Partners LLC1,384$82.0K0.03%––
Rocky Mountain Advisers, LLC1,284$76.0K0.11%––
Trustcore Financial Services, LLC1,250$74.0K0.01%––
First Horizon Advisors, Inc.1,236$73.0K0.00%––
Migdal Insurance & Financial Holdings Ltd.1,216$72.0K0.00%––
Cowa, LLC1,188$72.0K0.04%––
American State Bank (Iowa)1,196$71.2K0.06%––
Sargent Bickham Lagudis LLC1,199$71.0K0.01%––
Larson Financial Group LLC1,164$69.0K0.02%––
Rockefeller Capital Management L.P.1,162$69.0K0.00%––
Global Retirement Partners, LLC1,147$68.0K0.01%––
CSat Investment Advisory, L.P.1,088$65.0K0.05%––
Clearview Wealth Advisors LLC1,050$63.0K0.04%––
Proequities, Inc.1,035$62.0K0.00%––
Mondrian Investment Partners LTD966$62.0K0.00%––
HM Payson & Co1,025$61.0K0.00%––
Covington Capital Management1,025$61.0K0.00%––
First Financial Corp1,000$60.0K0.04%––
Montag A & Associates Inc1,000$60.0K0.00%––
Tompkins Financial Corp1,000$60.0K0.01%––
Signaturefd, LLC981$58.0K0.00%––
City Holding Co953$57.0K0.01%––
Gradient Investments LLC958$57.0K0.00%––
Heritage Wealth Advisors948$56.4K0.00%––
Maverick Capital LtdSuperinvestorMaverick Capital918$55.0K0.00%––
Smithfield Trust Co924$55.0K0.00%––
Dividend Assets Capital, LLC917$55.0K0.01%––
Pinnacle Bancorp, Inc.909$54.0K0.03%––
San Francisco Sentry Investment Group (Ca)865$52.0K0.02%––
Delta Asset Management LLC780$46.0K0.00%––
International Assets Investment Management, LLC827$46.0K0.00%––
Jacobi Capital Management LLC757$45.0K0.01%––
Whittier Trust Co of Nevada Inc716$43.0K0.00%––
Vigilant Capital Management, LLC700$42.0K0.00%––
Acadian Asset Management LLC690$41.0K0.00%––
Atwood & Palmer Inc681$41.0K0.00%––
West Financial Advisors, LLC681$41.0K0.01%––
Farmers & Merchants Investments Inc653$39.0K0.00%––
Valeo Financial Advisors, LLC649$39.0K0.00%––
M&R Capital Management Inc610$36.0K0.01%––
Pacific Center for Financial Services598$36.0K0.02%––
Key Financial Inc598$36.0K0.02%––
Bessemer Group Inc591$35.0K0.00%––
Eudaimonia Partners, LLC581$35.0K0.01%––
Independence Bank of Kentucky556$33.0K0.02%––
Tradition Wealth Management, LLC550$33.0K0.01%––
Mark Sheptoff Financial Planning, LLC538$32.0K0.02%––
Farmers & Merchants Trust Co of Chambersburg PA500$30.0K0.02%––
Ameritas Investment Company, LLC498$29.6K0.00%––
Financial Avengers, Inc.482$29.0K0.02%––
Carolina Wealth Advisors, LLC478$28.0K0.02%––
Berman Capital Advisors, LLC482$27.0K0.01%––
Truvestments Capital LLC454$27.0K0.02%––
John W. Brooker & Co., CPAs412$25.0K0.02%––
Freedman Financial Associates, Inc.420$25.0K0.02%––
Klaas Financial Asset Advisors, LLC402$24.0K0.01%––