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 |
|---|---|---|---|---|---|
| KCM Investment Advisors LLC | 4,718 | $285.0K | 0.01% | +4,718 | New |
| United Capital Management of KS, Inc. | 4,730 | $286.0K | 0.12% | −993−17.4% | Reduced |
| MainStreet Investment Advisors LLC | 4,849 | $293.0K | 0.02% | −31−0.6% | Reduced |
| Horizon Investment Services, LLC | 4,866 | $294.0K | 0.14% | −13−0.3% | Reduced |
| Tocqueville Asset Management L.P. | 4,900 | $296.0K | 0.00% | −80−1.6% | Reduced |
| Parallel Advisors, LLC | 4,902 | $296.0K | 0.01% | +91+1.9% | Added |
| Townsend & Associates, Inc | 4,801 | $297.0K | 0.17% | +39+0.8% | Added |
| Good Life Advisors, LLC | 4,956 | $299.0K | 0.06% | 00.0% | Unchanged |
| Symmetry Partners, LLC | 4,957 | $300.0K | 0.02% | 00.0% | Unchanged |
| Ashfield Capital Partners, LLC | 5,072 | $306.0K | 0.02% | 00.0% | Unchanged |
| Intrust Bank NA | 5,150 | $311.0K | 0.04% | −310−5.7% | Reduced |
| Rafferty Asset Management, LLC | 5,147 | $311.0K | 0.00% | +687+15.4% | Added |
| People's United Financial, Inc. | 5,199 | $314.0K | 0.01% | −195−3.6% | Reduced |
| Summit Global Investments | 5,197 | $315.0K | 0.02% | −5,106−49.6% | Reduced |
| Advisory Services Network, LLC | 5,223 | $316.0K | 0.01% | +500+10.6% | Added |
| New England Research & Management, Inc. | 5,250 | $317.0K | 0.16% | −150−2.8% | Reduced |
| Mercer Global Advisors Inc | 5,258 | $318.0K | 0.00% | +917+21.1% | Added |
| Kestra Advisory Services, LLC | 5,385 | $325.0K | 0.00% | +229+4.4% | Added |
| Johnson Investment Counsel Inc | 5,375 | $325.0K | 0.00% | +479+9.8% | Added |
| IFP Advisors, Inc | 5,428 | $328.0K | 0.01% | −306−5.3% | Reduced |
| Schulhoff & Co Inc | 5,500 | $332.0K | 0.15% | 00.0% | Unchanged |
| Banco Bilbao Vizcaya Argentaria, S.A. | 5,519 | $334.0K | 0.01% | +479+9.5% | Added |
| Midwest Professional Planners, LTD. | 5,577 | $337.0K | 0.18% | +5,577 | New |
| Resources Investment Advisors, LLC. | 5,647 | $341.0K | 0.01% | −216−3.7% | Reduced |
| ExodusPoint Capital Management, LP | 5,683 | $343.0K | 0.01% | −616,124−99.1% | Reduced |
| Vontobel Holding Ltd. | 5,662 | $343.0K | 0.00% | +393+7.5% | Added |
| Sawtooth Solutions, LLC | 5,727 | $346.0K | 0.07% | +742+14.9% | Added |
| Regentatlantic Capital LLC | 5,760 | $348.0K | 0.01% | +252+4.6% | Added |
| Regions Financial Corp | 5,797 | $350.0K | 0.00% | +5,797 | New |
| D.A. Davidson & Co. | 5,847 | $353.0K | 0.00% | −343−5.5% | Reduced |
| CAPROCK Group, Inc. | 5,850 | $354.0K | 0.03% | −2,731−31.8% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 5,967 | $361.0K | 0.04% | −195−3.2% | Reduced |
| Nomura Holdings Inc | 5,990 | $363.0K | 0.00% | +2,480+70.7% | Added |
| Janney Montgomery Scott LLC | 6,032 | $365.0K | 0.00% | +138+2.3% | Added |
| Two Sigma Advisers, LP | 6,100 | $369.0K | 0.00% | −133−2.1% | Reduced |
| Stoneridge Investment Partners LLC | 6,100 | $369.0K | 0.18% | +6,100 | New |
| American National Registered Investment Advisor, Inc. | 6,117 | $370.0K | 0.13% | −50−0.8% | Reduced |
| Central Trust Co | 6,149 | $371.0K | 0.01% | −250−3.9% | Reduced |
| JustInvest LLC | 6,185 | $374.0K | 0.04% | +1,789+40.7% | Added |
| BP PLC | 6,216 | $376.0K | 0.02% | −2,387−27.7% | Reduced |
| Change Path, LLC | 6,289 | $380.0K | 0.02% | +1,149+22.4% | Added |
| Smith, Moore & Co. | 6,364 | $385.0K | 0.06% | +1,632+34.5% | Added |
| Waterfront Wealth Inc. | 6,441 | $389.0K | 0.18% | 00.0% | Unchanged |
| John G Ullman & Associates Inc | 6,499 | $393.0K | 0.05% | 00.0% | Unchanged |
| IBM Retirement Fund | 6,591 | $398.0K | 0.03% | −1,305−16.5% | Reduced |
| Kornitzer Capital Management Inc | 6,579 | $398.0K | 0.01% | 00.0% | Unchanged |
| Raymond James Trust N.A. | 6,695 | $405.0K | 0.01% | +944+16.4% | Added |
| Wealth Alliance Advisory Group, LLC | 6,794 | $411.0K | 0.20% | 00.0% | Unchanged |
| Dynamic Advisor Solutions LLC | 6,930 | $419.0K | 0.03% | +501+7.8% | Added |
| Bridgefront Capital, LLC | 6,964 | $421.0K | 0.16% | +3,431+97.1% | Added |
| Resource Management, LLC | 7,022 | $424.0K | 0.05% | +7,022 | New |
| Truist Financial Corp | 7,063 | $426.0K | 0.00% | +530+8.1% | Added |
| Cigna Investments Inc | 7,160 | $433.0K | 0.03% | −1,000−12.3% | Reduced |
| Avantax Advisory Services, Inc. | 7,187 | $436.0K | 0.01% | +569+8.6% | Added |
| Harbour Investments, Inc. | 7,233 | $437.0K | 0.01% | +1,315+22.2% | Added |
| Jeppson Wealth Management, LLC | 7,285 | $440.0K | 0.24% | 00.0% | Unchanged |
| Bank of Nova Scotia | 7,303 | $441.0K | 0.00% | −35,870−83.1% | Reduced |
| Chicago Partners Investment Group LLC | 6,817 | $444.0K | 0.03% | +125+1.9% | Added |
| Point72 Hong Kong Ltd | 7,486 | $452.0K | 0.03% | +7,486 | New |
| Cetera Advisor Networks LLC | 7,520 | $454.0K | 0.01% | +598+8.6% | Added |
| Jacobs Levy Equity Management, Inc | 7,724 | $467.0K | 0.00% | +7,724 | New |
| Cypress Capital Group | 7,863 | $475.0K | 0.06% | −399−4.8% | Reduced |
| Wade G W & Inc | 7,861 | $475.0K | 0.02% | 00.0% | Unchanged |
| Nicolet Bankshares Inc | 8,000 | $483.0K | 0.13% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 8,123 | $490.9K | 0.02% | +2,124+35.4% | Added |
| Private Advisor Group, LLC | 8,171 | $494.0K | 0.00% | +176+2.2% | Added |
| Trust Co of Kansas | 8,273 | $500.0K | 0.28% | +3,084+59.4% | Added |
| Garner Asset Management Corp | 8,290 | $501.0K | 0.24% | −74−0.9% | Reduced |
| Steward Partners Investment Advisory, LLC | 8,310 | $502.0K | 0.01% | +1,604+23.9% | Added |
| World Asset Management Inc | 8,579 | $518.0K | 0.05% | +263+3.2% | Added |
| Moors & Cabot, Inc. | 8,750 | $529.0K | 0.04% | +1,190+15.7% | Added |
| AE Wealth Management LLC | 8,907 | $538.0K | 0.00% | +1,254+16.4% | Added |
| Naples Global Advisors, LLC | 8,929 | $540.0K | 0.08% | −1,251−12.3% | Reduced |
| Meeder Asset Management Inc | 8,932 | $540.0K | 0.03% | +140+1.6% | Added |
| Fairview Capital Investment Management, LLC | 9,000 | $543.0K | 0.04% | 00.0% | Unchanged |
| Aevitas Wealth Management, Inc. | 9,044 | $547.0K | 0.35% | +18+0.2% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 9,170 | $554.0K | 0.03% | 00.0% | Unchanged |
| National Pension Service | 9,241 | $558.0K | 0.00% | +1,105+13.6% | Added |
| Legg Mason Asset Management (Japan) Co., Ltd. | 9,274 | $560.0K | 0.61% | −2,670−22.4% | Reduced |
| Goodwin Daniel L | 9,800 | $590.0K | 0.28% | −100−1.0% | Reduced |
| Profund Advisors LLC | 9,893 | $597.0K | 0.02% | −393−3.8% | Reduced |
| Tuttle Tactical Management | 9,915 | $599.0K | 0.26% | +9,915 | New |
| Quantitative Investment Management, LLC | 10,011 | $604.0K | 0.05% | −57,307−85.1% | Reduced |
| Trust Co | 10,143 | $613.0K | 0.43% | +2,166+27.2% | Added |
| Northwestern Mutual Investment Management Company, LLC | 10,412 | $629.0K | 0.01% | +124+1.2% | Added |
| AGF Investments LLC | 10,407 | $629.0K | 0.07% | +10,407 | New |
| Balyasny Asset Management LLC | 10,453 | $632.0K | 0.00% | +10,453 | New |
| Ninepoint Partners LP | 10,647 | $643.0K | 0.28% | +10,647 | New |
| Prospera Financial Services Inc | 10,812 | $653.0K | 0.03% | −10−0.1% | Reduced |
| Blair William & Co | 10,817 | $654.0K | 0.00% | +1,032+10.5% | Added |
| Mattern Wealth Management LLC | 10,602 | $684.0K | 0.22% | +546+5.4% | Added |
| Crossmark Global Holdings, Inc. | 11,350 | $686.0K | 0.02% | +429+3.9% | Added |
| Amica Retiree Medical Trust | 11,438 | $691.0K | 0.44% | 00.0% | Unchanged |
| Jane Street Group, LLC | 11,707 | $707.0K | 0.00% | −713−5.7% | Reduced |
| Nordea Investment Management AB | 11,895 | $719.0K | 0.00% | −694−5.5% | Reduced |
| Assenagon Asset Management S.A. | 12,066 | $729.0K | 0.00% | −171,845−93.4% | Reduced |
| Worldquant Millennium Advisors LLC | 12,115 | $732.0K | 0.02% | +12,115 | New |
| Daiwa Securities Group Inc. | 12,540 | $758.0K | 0.01% | +588+4.9% | Added |
| Alethea Capital Management, LLC | 12,684 | $766.0K | 0.48% | +12,684 | New |
| Geneos Wealth Management Inc. | 12,840 | $790.0K | 0.03% | −1,258−8.9% | Reduced |