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 |
|---|---|---|---|---|---|
| CIBC World Markets Inc. | 3,875 | $234.0K | 0.00% | +3,875 | New |
| Vestcor Inc | 3,806 | $230.0K | 0.01% | −417−9.9% | Reduced |
| Cresset Asset Management, LLC | 3,768 | $227.0K | 0.00% | +3,768 | New |
| Sound Income Strategies, LLC | 3,674 | $222.0K | 0.03% | 00.0% | Unchanged |
| Kepos Capital LP | 3,639 | $220.0K | 0.02% | +1,759+93.6% | Added |
| Fifth Third Bancorp | 3,629 | $219.0K | 0.00% | +296+8.9% | Added |
| HighPoint Advisor Group LLC | 3,609 | $218.0K | 0.02% | +3,609 | New |
| Sunbelt Securities, Inc. | 3,369 | $217.0K | 0.04% | +3+0.1% | Added |
| Pensionmark Financial Group, LLC | 3,558 | $215.0K | 0.05% | +28+0.8% | 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 |
| Cetera Investment Advisers | 3,480 | $210.0K | 0.00% | +20+0.6% | Added |
| 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 |
| Shell Asset Management Co | 3,356 | $203.0K | 0.00% | −1,755−34.3% | Reduced |
| 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 |
| Phoenix Wealth Advisors | 3,246 | $200.0K | 0.14% | +278+9.4% | Added |
| IMA Wealth, Inc. | 3,289 | $199.0K | 0.05% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 3,141 | $190.0K | 0.01% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 2,940 | $178.0K | 0.04% | +2,940 | New |
| 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 |
| 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 |
| SRS Capital Advisors, Inc. | 2,664 | $161.0K | 0.02% | +2,664 | New |
| Bedel Financial Consulting, Inc. | 2,640 | $160.0K | 0.06% | +2,480+1,550.0% | Added |
| American Portfolios Advisors | 2,596 | $156.9K | 0.01% | +1,204+86.5% | Added |
| Manchester Capital Management LLC | 2,417 | $146.0K | 0.02% | 00.0% | Unchanged |
| Sentry Investment Management LLC | 2,330 | $141.0K | 0.04% | 00.0% | Unchanged |
| Whittier Trust Co | 2,311 | $140.0K | 0.00% | 00.0% | Unchanged |
| Dark Forest Capital Management LP | 2,306 | $139.0K | 0.06% | +2,306 | New |
| Hudock, Inc. | 2,182 | $131.0K | 0.04% | 00.0% | Unchanged |
| Trust Co of Vermont | 2,000 | $121.0K | 0.01% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 1,924 | $116.0K | 0.01% | 00.0% | Unchanged |
| 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 |
| Allworth Financial LP | 1,643 | $99.0K | 0.00% | −80−4.6% | Reduced |
| Johnson Midwest Financial, LLC | 1,605 | $97.0K | 0.10% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 1,567 | $95.0K | 0.01% | −29−1.8% | Reduced |
| Beck Bode, LLC | 1,519 | $92.0K | 0.03% | +1,519 | New |
| Spire Wealth Management | 1,484 | $90.0K | 0.00% | −13,019−89.8% | Reduced |
| GPS Wealth Strategies Group, LLC | 1,438 | $87.0K | 0.02% | 00.0% | Unchanged |
| Migdal Insurance & Financial Holdings Ltd. | 1,427 | $86.0K | 0.00% | +211+17.4% | Added |
| Group One Trading, L.P. | 1,403 | $85.0K | 0.00% | +1,403 | New |
| Rocky Mountain Advisers, LLC | 1,284 | $78.0K | 0.10% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 1,232 | $74.0K | 0.00% | −4−0.3% | Reduced |
| Bessemer Group Inc | 1,205 | $73.0K | 0.00% | +614+103.9% | Added |
| American State Bank (Iowa) | 1,196 | $72.3K | 0.06% | 00.0% | Unchanged |
| Sargent Bickham Lagudis LLC | 1,199 | $72.0K | 0.01% | 00.0% | Unchanged |
| Larson Financial Group LLC | 1,157 | $70.0K | 0.02% | −7−0.6% | Reduced |
| 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 |
| Proequities, Inc. | 1,070 | $65.0K | 0.00% | +35+3.4% | Added |
| Rockefeller Capital Management L.P. | 1,065 | $64.0K | 0.00% | −97−8.3% | Reduced |
| Clearview Wealth Advisors LLC | 1,050 | $63.0K | 0.04% | 00.0% | Unchanged |
| 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 |
| Financial Insights, Inc. | 1,007 | $60.9K | 0.05% | +1,007 | New |
| 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 |
| Mondrian Investment Partners LTD | 966 | $58.0K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 958 | $58.0K | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 948 | $57.3K | 0.00% | 00.0% | Unchanged |
| Cutler Group LP | 953 | $57.0K | 0.00% | +953 | New |
| Smithfield Trust Co | 924 | $56.0K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 886 | $56.0K | 0.05% | +886 | New |
| 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 |
| San Francisco Sentry Investment Group (Ca) | 865 | $52.0K | 0.03% | 00.0% | Unchanged |
| Delta Asset Management LLC | 780 | $47.0K | 0.00% | 00.0% | Unchanged |
| Jacobi Capital Management LLC | 757 | $46.0K | 0.01% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 716 | $43.0K | 0.00% | 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 |
| Atwood & Palmer Inc | 681 | $41.0K | 0.00% | 00.0% | Unchanged |
| West Financial Advisors, LLC | 681 | $41.0K | 0.01% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 653 | $39.0K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 598 | $39.0K | 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 |
| Independence Bank of Kentucky | 556 | $34.0K | 0.02% | 00.0% | Unchanged |
| 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 |
| Pacitti Group Inc. | 498 | $30.0K | 0.02% | +152+43.9% | 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 |
| Truvestments Capital LLC | 458 | $28.0K | 0.02% | +4+0.9% | Added |
| Freedman Financial Associates, Inc. | 424 | $26.0K | 0.02% | +4+1.0% | 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 |
| Tucker Asset Management LLC | 408 | $24.7K | 0.01% | +53+14.9% | Added |
| Klaas Financial Asset Advisors, LLC | 405 | $24.0K | 0.01% | +3+0.7% | Added |
| Gemmer Asset Management LLC | 366 | $22.0K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 354 | $21.0K | 0.01% | 00.0% | Unchanged |