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 |
|---|---|---|---|---|---|
| Atwood & Palmer Inc | 681 | $41.0K | 0.00% | 00.0% | Unchanged |
| West Financial Advisors, LLC | 681 | $41.0K | 0.01% | 00.0% | Unchanged |
| Vigilant Capital Management, LLC | 700 | $42.0K | 0.00% | 00.0% | Unchanged |
| PNC Managed Account Solutions, Inc. | 698 | $42.0K | 0.01% | +698 | New |
| Whittier Trust Co of Nevada Inc | 716 | $43.0K | 0.00% | 00.0% | Unchanged |
| Jacobi Capital Management LLC | 757 | $46.0K | 0.01% | 00.0% | Unchanged |
| Delta Asset Management LLC | 780 | $47.0K | 0.00% | 00.0% | Unchanged |
| San Francisco Sentry Investment Group (Ca) | 865 | $52.0K | 0.03% | 00.0% | Unchanged |
| City Holding Co | 905 | $55.0K | 0.01% | −48−5.0% | Reduced |
| Dividend Assets Capital, LLC | 917 | $55.0K | 0.01% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 909 | $55.0K | 0.03% | 00.0% | Unchanged |
| Smithfield Trust Co | 924 | $56.0K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 886 | $56.0K | 0.05% | +886 | New |
| Cutler Group LP | 953 | $57.0K | 0.00% | +953 | New |
| Heritage Wealth Advisors | 948 | $57.3K | 0.00% | 00.0% | Unchanged |
| Mondrian Investment Partners LTD | 966 | $58.0K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 958 | $58.0K | 0.00% | 00.0% | Unchanged |
| First Financial Corp | 1,000 | $60.0K | 0.04% | 00.0% | Unchanged |
| Montag A & Associates Inc | 1,000 | $60.0K | 0.00% | 00.0% | Unchanged |
| Financial Insights, Inc. | 1,007 | $60.9K | 0.05% | +1,007 | New |
| Jones Financial Companies LLLP | 1,027 | $62.0K | 0.00% | −789−43.4% | Reduced |
| HM Payson & Co | 1,025 | $62.0K | 0.00% | 00.0% | Unchanged |
| Covington Capital Management | 1,025 | $62.0K | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 1,020 | $62.0K | 0.04% | +1,020 | New |
| Clearview Wealth Advisors LLC | 1,050 | $63.0K | 0.04% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 1,065 | $64.0K | 0.00% | −97−8.3% | Reduced |
| Proequities, Inc. | 1,070 | $65.0K | 0.00% | +35+3.4% | Added |
| Global Retirement Partners, LLC | 1,128 | $68.0K | 0.01% | −19−1.7% | Reduced |
| Signaturefd, LLC | 1,130 | $68.0K | 0.00% | +149+15.2% | Added |
| Larson Financial Group LLC | 1,157 | $70.0K | 0.02% | −7−0.6% | Reduced |
| Sargent Bickham Lagudis LLC | 1,199 | $72.0K | 0.01% | 00.0% | Unchanged |
| American State Bank (Iowa) | 1,196 | $72.3K | 0.06% | 00.0% | Unchanged |
| Bessemer Group Inc | 1,205 | $73.0K | 0.00% | +614+103.9% | Added |
| First Horizon Advisors, Inc. | 1,232 | $74.0K | 0.00% | −4−0.3% | Reduced |
| Rocky Mountain Advisers, LLC | 1,284 | $78.0K | 0.10% | 00.0% | Unchanged |
| Group One Trading, L.P. | 1,403 | $85.0K | 0.00% | +1,403 | New |
| Migdal Insurance & Financial Holdings Ltd. | 1,427 | $86.0K | 0.00% | +211+17.4% | Added |
| GPS Wealth Strategies Group, LLC | 1,438 | $87.0K | 0.02% | 00.0% | Unchanged |
| Spire Wealth Management | 1,484 | $90.0K | 0.00% | −13,019−89.8% | Reduced |
| Beck Bode, LLC | 1,519 | $92.0K | 0.03% | +1,519 | New |
| Quadrant Capital Group LLC | 1,567 | $95.0K | 0.01% | −29−1.8% | Reduced |
| Johnson Midwest Financial, LLC | 1,605 | $97.0K | 0.10% | 00.0% | Unchanged |
| Allworth Financial LP | 1,643 | $99.0K | 0.00% | −80−4.6% | Reduced |
| First Command Bank | 1,815 | $109.0K | 0.01% | 00.0% | Unchanged |
| First Command Financial Services, Inc. | 1,815 | $109.0K | 0.01% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 1,924 | $116.0K | 0.01% | 00.0% | Unchanged |
| Trust Co of Vermont | 2,000 | $121.0K | 0.01% | 00.0% | Unchanged |
| Hudock, Inc. | 2,182 | $131.0K | 0.04% | 00.0% | Unchanged |
| Dark Forest Capital Management LP | 2,306 | $139.0K | 0.06% | +2,306 | New |
| Whittier Trust Co | 2,311 | $140.0K | 0.00% | 00.0% | Unchanged |
| Sentry Investment Management LLC | 2,330 | $141.0K | 0.04% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 2,417 | $146.0K | 0.02% | 00.0% | Unchanged |
| American Portfolios Advisors | 2,596 | $156.9K | 0.01% | +1,204+86.5% | Added |
| Bedel Financial Consulting, Inc. | 2,640 | $160.0K | 0.06% | +2,480+1,550.0% | Added |
| SRS Capital Advisors, Inc. | 2,664 | $161.0K | 0.02% | +2,664 | New |
| Investment Counselors of Maryland LLC | 2,800 | $169.0K | 0.00% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 2,800 | $169.0K | 0.05% | 00.0% | Unchanged |
| Longfellow Investment Management Co LLC | 2,903 | $176.0K | 0.02% | −1,943−40.1% | Reduced |
| Agf Investments Inc. | 2,910 | $176.0K | 0.00% | +2,910 | New |
| Deseret Mutual Benefit Administrators | 2,940 | $178.0K | 0.04% | +2,940 | New |
| Ameritas Investment Partners, Inc. | 3,141 | $190.0K | 0.01% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 3,289 | $199.0K | 0.05% | 00.0% | Unchanged |
| Phoenix Wealth Advisors | 3,246 | $200.0K | 0.14% | +278+9.4% | Added |
| Squarepoint Ops LLC | 3,321 | $201.0K | 0.00% | −18,399−84.7% | Reduced |
| Fort Washington Investment Advisors Inc | 3,319 | $201.0K | 0.00% | −400−10.8% | Reduced |
| Shell Asset Management Co | 3,356 | $203.0K | 0.00% | −1,755−34.3% | Reduced |
| Advisor Partners LLC | 3,429 | $207.0K | 0.01% | +10+0.3% | Added |
| Ameritas Investment Company, LLC | 1,339 | $207.0K | 0.01% | +841+168.9% | Added |
| Cetera Investment Advisers | 3,480 | $210.0K | 0.00% | +20+0.6% | Added |
| Walter & Keenan Financial Consulting Co | 3,500 | $212.0K | 0.07% | 00.0% | Unchanged |
| Prime Capital Investment Advisors, LLC | 3,503 | $212.0K | 0.01% | +3,503 | New |
| Pensionmark Financial Group, LLC | 3,558 | $215.0K | 0.05% | +28+0.8% | Added |
| Sunbelt Securities, Inc. | 3,369 | $217.0K | 0.04% | +3+0.1% | Added |
| HighPoint Advisor Group LLC | 3,609 | $218.0K | 0.02% | +3,609 | New |
| Fifth Third Bancorp | 3,629 | $219.0K | 0.00% | +296+8.9% | Added |
| Kepos Capital LP | 3,639 | $220.0K | 0.02% | +1,759+93.6% | Added |
| Sound Income Strategies, LLC | 3,674 | $222.0K | 0.03% | 00.0% | Unchanged |
| Cresset Asset Management, LLC | 3,768 | $227.0K | 0.00% | +3,768 | New |
| Vestcor Inc | 3,806 | $230.0K | 0.01% | −417−9.9% | Reduced |
| CIBC World Markets Inc. | 3,875 | $234.0K | 0.00% | +3,875 | New |
| Texas Yale Capital Corp. | 3,892 | $235.0K | 0.01% | 00.0% | Unchanged |
| Country Club Trust Company, n.a. | 3,885 | $236.0K | 0.02% | +3,885 | New |
| Huntington National Bank | 3,942 | $238.0K | 0.00% | +3,622+1,131.9% | Added |
| Anchor Investment Management, LLC | 4,000 | $241.7K | 0.03% | 00.0% | Unchanged |
| Murphy Capital Management Inc | 4,051 | $244.0K | 0.03% | +3+0.1% | Added |
| Cornerstone Wealth Management, LLC | 4,054 | $245.0K | 0.03% | −274−6.3% | Reduced |
| Lido Advisors, LLC | 4,065 | $246.0K | 0.01% | +55+1.4% | Added |
| United Capital Financial Advisers, LLC | 4,113 | $249.0K | 0.00% | +120+3.0% | Added |
| Massmutual Trust Co FSB | 4,177 | $252.0K | 0.01% | −29−0.7% | Reduced |
| Brookstone Capital Management | 4,097 | $252.0K | 0.00% | +4,097 | New |
| Calton & Associates, Inc. | 4,198 | $254.0K | 0.05% | −53−1.2% | Reduced |
| Capula Management Ltd | 4,201 | $254.0K | 0.05% | +4,201 | New |
| Eqis Capital Management, Inc. | 4,224 | $255.0K | 0.02% | +22+0.5% | Added |
| First Mercantile Trust Co | 4,290 | $259.0K | 0.03% | −177−4.0% | Reduced |
| IHT Wealth Management, LLC | 4,308 | $260.0K | 0.02% | −249−5.5% | Reduced |
| Veritable, L.P. | 4,330 | $262.0K | 0.00% | +69+1.6% | Added |
| Independent Advisor Alliance | 4,415 | $267.0K | 0.01% | +164+3.9% | Added |
| Horizon Investments, LLC | 4,428 | $268.0K | 0.01% | +4,428 | New |
| Visionary Wealth Advisors | 4,462 | $270.0K | 0.03% | +458+11.4% | Added |
| Advisors Asset Management, Inc. | 4,558 | $275.0K | 0.00% | −14,930−76.6% | Reduced |