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 |
|---|---|---|---|---|---|
| Goodwin Daniel L | 9,800 | $590.0K | 0.28% | −100−1.0% | Reduced |
| Legg Mason Asset Management (Japan) Co., Ltd. | 9,274 | $560.0K | 0.61% | −2,670−22.4% | Reduced |
| National Pension Service | 9,241 | $558.0K | 0.00% | +1,105+13.6% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 9,170 | $554.0K | 0.03% | 00.0% | Unchanged |
| Aevitas Wealth Management, Inc. | 9,044 | $547.0K | 0.35% | +18+0.2% | Added |
| Fairview Capital Investment Management, LLC | 9,000 | $543.0K | 0.04% | 00.0% | Unchanged |
| 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 |
| AE Wealth Management LLC | 8,907 | $538.0K | 0.00% | +1,254+16.4% | Added |
| Moors & Cabot, Inc. | 8,750 | $529.0K | 0.04% | +1,190+15.7% | Added |
| World Asset Management Inc | 8,579 | $518.0K | 0.05% | +263+3.2% | Added |
| Steward Partners Investment Advisory, LLC | 8,310 | $502.0K | 0.01% | +1,604+23.9% | Added |
| Garner Asset Management Corp | 8,290 | $501.0K | 0.24% | −74−0.9% | Reduced |
| Trust Co of Kansas | 8,273 | $500.0K | 0.28% | +3,084+59.4% | Added |
| Private Advisor Group, LLC | 8,171 | $494.0K | 0.00% | +176+2.2% | Added |
| TD Private Client Wealth LLC | 8,123 | $490.9K | 0.02% | +2,124+35.4% | Added |
| Nicolet Bankshares Inc | 8,000 | $483.0K | 0.13% | 00.0% | Unchanged |
| 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 |
| Jacobs Levy Equity Management, Inc | 7,724 | $467.0K | 0.00% | +7,724 | New |
| Cetera Advisor Networks LLC | 7,520 | $454.0K | 0.01% | +598+8.6% | Added |
| Point72 Hong Kong Ltd | 7,486 | $452.0K | 0.03% | +7,486 | New |
| Chicago Partners Investment Group LLC | 6,817 | $444.0K | 0.03% | +125+1.9% | Added |
| Bank of Nova Scotia | 7,303 | $441.0K | 0.00% | −35,870−83.1% | Reduced |
| Jeppson Wealth Management, LLC | 7,285 | $440.0K | 0.24% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 7,233 | $437.0K | 0.01% | +1,315+22.2% | Added |
| Avantax Advisory Services, Inc. | 7,187 | $436.0K | 0.01% | +569+8.6% | Added |
| Cigna Investments Inc | 7,160 | $433.0K | 0.03% | −1,000−12.3% | Reduced |
| Truist Financial Corp | 7,063 | $426.0K | 0.00% | +530+8.1% | Added |
| Resource Management, LLC | 7,022 | $424.0K | 0.05% | +7,022 | New |
| Bridgefront Capital, LLC | 6,964 | $421.0K | 0.16% | +3,431+97.1% | Added |
| Dynamic Advisor Solutions LLC | 6,930 | $419.0K | 0.03% | +501+7.8% | Added |
| Wealth Alliance Advisory Group, LLC | 6,794 | $411.0K | 0.20% | 00.0% | Unchanged |
| Raymond James Trust N.A. | 6,695 | $405.0K | 0.01% | +944+16.4% | Added |
| 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 |
| John G Ullman & Associates Inc | 6,499 | $393.0K | 0.05% | 00.0% | Unchanged |
| Waterfront Wealth Inc. | 6,441 | $389.0K | 0.18% | 00.0% | Unchanged |
| Smith, Moore & Co. | 6,364 | $385.0K | 0.06% | +1,632+34.5% | Added |
| Change Path, LLC | 6,289 | $380.0K | 0.02% | +1,149+22.4% | Added |
| BP PLC | 6,216 | $376.0K | 0.02% | −2,387−27.7% | Reduced |
| JustInvest LLC | 6,185 | $374.0K | 0.04% | +1,789+40.7% | Added |
| Central Trust Co | 6,149 | $371.0K | 0.01% | −250−3.9% | Reduced |
| American National Registered Investment Advisor, Inc. | 6,117 | $370.0K | 0.13% | −50−0.8% | Reduced |
| 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 |
| Janney Montgomery Scott LLC | 6,032 | $365.0K | 0.00% | +138+2.3% | Added |
| Nomura Holdings Inc | 5,990 | $363.0K | 0.00% | +2,480+70.7% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 5,967 | $361.0K | 0.04% | −195−3.2% | Reduced |
| CAPROCK Group, Inc. | 5,850 | $354.0K | 0.03% | −2,731−31.8% | Reduced |
| D.A. Davidson & Co. | 5,847 | $353.0K | 0.00% | −343−5.5% | Reduced |
| Regions Financial Corp | 5,797 | $350.0K | 0.00% | +5,797 | New |
| Regentatlantic Capital LLC | 5,760 | $348.0K | 0.01% | +252+4.6% | Added |
| Sawtooth Solutions, LLC | 5,727 | $346.0K | 0.07% | +742+14.9% | Added |
| 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 |
| Resources Investment Advisors, LLC. | 5,647 | $341.0K | 0.01% | −216−3.7% | Reduced |
| Midwest Professional Planners, LTD. | 5,577 | $337.0K | 0.18% | +5,577 | New |
| Banco Bilbao Vizcaya Argentaria, S.A. | 5,519 | $334.0K | 0.01% | +479+9.5% | Added |
| Schulhoff & Co Inc | 5,500 | $332.0K | 0.15% | 00.0% | Unchanged |
| IFP Advisors, Inc | 5,428 | $328.0K | 0.01% | −306−5.3% | Reduced |
| 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 |
| Mercer Global Advisors Inc | 5,258 | $318.0K | 0.00% | +917+21.1% | Added |
| New England Research & Management, Inc. | 5,250 | $317.0K | 0.16% | −150−2.8% | Reduced |
| Advisory Services Network, LLC | 5,223 | $316.0K | 0.01% | +500+10.6% | Added |
| Summit Global Investments | 5,197 | $315.0K | 0.02% | −5,106−49.6% | Reduced |
| People's United Financial, Inc. | 5,199 | $314.0K | 0.01% | −195−3.6% | Reduced |
| 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 |
| Ashfield Capital Partners, LLC | 5,072 | $306.0K | 0.02% | 00.0% | Unchanged |
| Symmetry Partners, LLC | 4,957 | $300.0K | 0.02% | 00.0% | Unchanged |
| Good Life Advisors, LLC | 4,956 | $299.0K | 0.06% | 00.0% | Unchanged |
| Townsend & Associates, Inc | 4,801 | $297.0K | 0.17% | +39+0.8% | Added |
| 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 |
| Horizon Investment Services, LLC | 4,866 | $294.0K | 0.14% | −13−0.3% | Reduced |
| MainStreet Investment Advisors LLC | 4,849 | $293.0K | 0.02% | −31−0.6% | Reduced |
| United Capital Management of KS, Inc. | 4,730 | $286.0K | 0.12% | −993−17.4% | Reduced |
| KCM Investment Advisors LLC | 4,718 | $285.0K | 0.01% | +4,718 | New |
| Advisors Asset Management, Inc. | 4,558 | $275.0K | 0.00% | −14,930−76.6% | Reduced |
| Visionary Wealth Advisors | 4,462 | $270.0K | 0.03% | +458+11.4% | Added |
| Horizon Investments, LLC | 4,428 | $268.0K | 0.01% | +4,428 | New |
| Independent Advisor Alliance | 4,415 | $267.0K | 0.01% | +164+3.9% | Added |
| Veritable, L.P. | 4,330 | $262.0K | 0.00% | +69+1.6% | Added |
| IHT Wealth Management, LLC | 4,308 | $260.0K | 0.02% | −249−5.5% | Reduced |
| First Mercantile Trust Co | 4,290 | $259.0K | 0.03% | −177−4.0% | Reduced |
| Eqis Capital Management, Inc. | 4,224 | $255.0K | 0.02% | +22+0.5% | Added |
| 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 |
| 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 |
| United Capital Financial Advisers, LLC | 4,113 | $249.0K | 0.00% | +120+3.0% | Added |
| Lido Advisors, LLC | 4,065 | $246.0K | 0.01% | +55+1.4% | Added |
| Cornerstone Wealth Management, LLC | 4,054 | $245.0K | 0.03% | −274−6.3% | Reduced |
| Murphy Capital Management Inc | 4,051 | $244.0K | 0.03% | +3+0.1% | Added |
| Anchor Investment Management, LLC | 4,000 | $241.7K | 0.03% | 00.0% | Unchanged |
| Huntington National Bank | 3,942 | $238.0K | 0.00% | +3,622+1,131.9% | Added |
| Country Club Trust Company, n.a. | 3,885 | $236.0K | 0.02% | +3,885 | New |
| Texas Yale Capital Corp. | 3,892 | $235.0K | 0.01% | 00.0% | Unchanged |