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, Q2 2021
Institutional positions in Evergy, Inc. as of Jun 30, 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
- 581
- +2 vs. Q1 2021
- Shares held
- 196.8M
- +7.61M (+4.0%) vs. Q1 2021
- Total value
- $11.9B
- +$639.6M (+5.7%) vs. Q1 2021
- New holders
- 60
- 229 more added
- Sold out
- 58
- 164 more reduced
7 institutions that held it in Q1 2021 haven't filed for Q2 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2021: new holders, sold out and not filed yet
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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 948 | $18.8B |
| Q1 2026 | 924 | $17.6B |
| Q4 2025 | 925 | $15.4B |
| Q3 2025 | 854 | $16.3B |
| Q2 2025 | 821 | $14.3B |
| Q1 2025 | 821 | $13.9B |
| Q4 2024 | 776 | $12.5B |
| Q3 2024 | 722 | $12.3B |
| Q2 2024 | 702 | $10.4B |
| Q1 2024 | 693 | $10.4B |
| Q4 2023 | 706 | $10.5B |
| Q3 2023 | 663 | $9.73B |
| Q2 2023 | 664 | $11.1B |
| Q1 2023 | 654 | $11.8B |
| Q4 2022 | 686 | $12.0B |
| Q3 2022 | 651 | $11.4B |
| Q2 2022 | 640 | $12.5B |
| Q1 2022 | 641 | $13.0B |
| Q4 2021 | 633 | $13.7B |
| Q3 2021 | 593 | $12.3B |
| Q2 2021 | 581 | $11.9B |
| Q1 2021 | 586 | $11.3B |
Institutions, Q2 2021
Shares, value and share of portfolio for each institution holding Evergy, Inc.; share changes are against Q1 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Lenox Wealth Advisors, LLC | 4 | $0 | 0.00% | −46−92.0% | Reduced |
| SOA Wealth Advisors, LLC. | 8 | $0 | 0.00% | 00.0% | Unchanged |
| Wealth Quarterback LLC | 8 | $0 | 0.00% | +8 | New |
| Westside Investment Management, Inc. | 15 | $1.00K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 12 | $1.00K | 0.00% | +7+140.0% | Added |
| MV Capital Management, Inc. | 13 | $1.00K | 0.00% | +13 | New |
| Kelly Financial Services LLC | 119,885 | $1.98K | 0.08% | +117,917+5,991.7% | Added |
| BerganKDV Wealth Management, LLC | 31 | $2.00K | 0.00% | 00.0% | Unchanged |
| Retirement Group, LLC | 34 | $2.00K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 29 | $2.00K | 0.00% | 00.0% | Unchanged |
| Standard Family Office LLC | 35 | $2.00K | 0.00% | 00.0% | Unchanged |
| Strategic Blueprint, LLC | 41 | $2.00K | 0.00% | +41 | New |
| Hartford Financial Management Inc. | 44 | $3.00K | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 44 | $3.00K | 0.00% | 00.0% | Unchanged |
| Carroll Financial Associates, Inc. | 62 | $3.00K | 0.00% | +13+26.5% | Added |
| Financial Management Professionals, Inc. | 42 | $3.00K | 0.00% | +27+180.0% | Added |
| Enterprise Financial Services Corp | 59 | $4.00K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 73 | $4.00K | 0.00% | 00.0% | Unchanged |
| Tarbox Family Office, Inc. | 73 | $4.00K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 60 | $4.00K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 73 | $4.00K | 0.00% | 00.0% | Unchanged |
| IronBridge Private Wealth, LLC | 70 | $4.00K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 60 | $4.00K | 0.00% | +8+15.4% | Added |
| Professional Financial Advisors, LLC | 68 | $4.00K | 0.00% | +68 | New |
| Concord Wealth Partners | 67 | $4.00K | 0.00% | +67 | New |
| Corsicana & Co. | 59 | $4.00K | 0.00% | +59 | New |
| Federation des caisses Desjardins du Quebec | 71 | $4.29K | 0.00% | 00.0% | Unchanged |
| O'Shaughnessy Asset Management, LLC | 85 | $5.00K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 91 | $5.00K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 78 | $5.00K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 91 | $5.00K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 78 | $5.00K | 0.00% | −6−7.1% | Reduced |
| Sterling Financial Planning, Inc. | 78 | $5.00K | 0.00% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 94 | $6.00K | 0.00% | −95−50.3% | Reduced |
| Gables Capital Management Inc. | 100 | $6.00K | 0.00% | 00.0% | Unchanged |
| C M Bidwell & Associates Ltd | 92 | $6.00K | 0.00% | 00.0% | Unchanged |
| Resolute Partners Group | 107 | $6.00K | 0.00% | +107 | New |
| Glassman Wealth Services | 115 | $7.00K | 0.00% | +21+22.3% | Added |
| CNB Bank | 112 | $7.00K | 0.00% | +97+646.7% | Added |
| Arkadios Wealth Advisors | 131 | $7.00K | 0.00% | +131 | New |
| Riverview Trust Co | 129 | $8.00K | 0.01% | 00.0% | Unchanged |
| Investors Research Corp | 145 | $9.00K | 0.00% | 00.0% | Unchanged |
| Coastal Capital Group, Inc. | 153 | $9.00K | 0.00% | +1+0.7% | Added |
| Red Door Wealth Management, LLC | 150 | $9.00K | 0.00% | +150 | New |
| Sutton Wealth Advisors Inc. | 161 | $9.73K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 161 | $10.0K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 188 | $11.0K | 0.00% | −87−31.6% | Reduced |
| TD Ameritrade Investment Management, LLC | 183 | $11.0K | 0.00% | −26−12.4% | Reduced |
| Baystate Wealth Management LLC | 184 | $11.0K | 0.00% | +1+0.5% | Added |
| Zions Bancorporation, N.A. | 175 | $11.0K | 0.00% | −17−8.9% | Reduced |
| Accel Wealth Management | 183 | $11.0K | 0.01% | +1+0.5% | Added |
| Earnest Partners LLC | 174 | $11.0K | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 176 | $11.0K | 0.00% | 00.0% | Unchanged |
| Motco | 204 | $12.0K | 0.00% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 200 | $12.0K | 0.00% | +200 | New |
| Monumental Financial Group Inc. | 201 | $12.0K | 0.01% | +201 | New |
| Caldwell Trust Co | 211 | $12.8K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 223 | $13.0K | 0.00% | +20+9.9% | Added |
| Asset Dedication, LLC | 239 | $14.0K | 0.00% | 00.0% | Unchanged |
| Summit Wealth Group, LLC | 234 | $14.0K | 0.02% | 00.0% | Unchanged |
| Selective Wealth Management, Inc. | 226 | $14.0K | 0.01% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 230 | $14.0K | 0.00% | +230 | New |
| Focused Wealth Management, Inc | 252 | $15.0K | 0.00% | +2+0.8% | Added |
| Acadian Asset Management LLC | 260 | $16.0K | 0.00% | −430−62.3% | Reduced |
| Private Ocean, LLC | 268 | $16.0K | 0.00% | 00.0% | Unchanged |
| Private Capital Group, LLC | 270 | $16.0K | 0.00% | 00.0% | Unchanged |
| Capital Directions Investment Advisors, LLC | 260 | $16.0K | 0.00% | +260 | New |
| Optimum Investment Advisors | 282 | $17.0K | 0.01% | 00.0% | Unchanged |
| Washington Trust Co | 298 | $18.0K | 0.00% | 00.0% | Unchanged |
| Ellevest, Inc. | 299 | $18.0K | 0.00% | 00.0% | Unchanged |
| Hoover Financial Advisors, Inc. | 290 | $18.0K | 0.00% | 00.0% | Unchanged |
| FourThought Financial, LLC | 298 | $18.0K | 0.00% | 00.0% | Unchanged |
| Ellis Investment Partners, LLC | 328 | $19.0K | 0.00% | 00.0% | Unchanged |
| First Horizon Corp | 321 | $19.0K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 312 | $19.0K | 0.00% | 00.0% | Unchanged |
| Burleson & Company, LLC | 330 | $20.0K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 327 | $20.0K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 327 | $20.0K | 0.00% | +34+11.6% | Added |
| Raffa Wealth Management, LLC | 332 | $20.1K | 0.01% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 354 | $21.0K | 0.01% | 00.0% | Unchanged |
| First Bank & Trust | 344 | $21.0K | 0.01% | 00.0% | Unchanged |
| Gemmer Asset Management LLC | 366 | $22.0K | 0.00% | 00.0% | Unchanged |
| Klaas Financial Asset Advisors, LLC | 405 | $24.0K | 0.01% | +3+0.7% | Added |
| Tucker Asset Management LLC | 408 | $24.7K | 0.01% | +53+14.9% | Added |
| John W. Brooker & Co., CPAs | 412 | $25.0K | 0.01% | 00.0% | Unchanged |
| Country Trust Bank | 410 | $25.0K | 0.00% | +115+39.0% | Added |
| Freedman Financial Associates, Inc. | 424 | $26.0K | 0.02% | +4+1.0% | Added |
| Truvestments Capital LLC | 458 | $28.0K | 0.02% | +4+0.9% | Added |
| Financial Avengers, Inc. | 486 | $29.0K | 0.02% | +4+0.8% | Added |
| Carolina Wealth Advisors, LLC | 478 | $29.0K | 0.02% | 00.0% | Unchanged |
| Pacitti Group Inc. | 498 | $30.0K | 0.02% | +152+43.9% | Added |
| Tradition Wealth Management, LLC | 550 | $33.0K | 0.00% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 538 | $33.0K | 0.02% | 00.0% | Unchanged |
| Berman Capital Advisors, LLC | 549 | $33.0K | 0.01% | +67+13.9% | Added |
| Independence Bank of Kentucky | 556 | $34.0K | 0.02% | 00.0% | Unchanged |
| M&R Capital Management Inc | 610 | $36.0K | 0.01% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 598 | $36.0K | 0.02% | 00.0% | Unchanged |
| Bellwether Advisors, LLC | 600 | $36.0K | 0.01% | +600 | New |
| Farmers & Merchants Investments Inc | 653 | $39.0K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 598 | $39.0K | 0.02% | 00.0% | Unchanged |