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 |
|---|---|---|---|---|---|
| First Bank & Trust | 344 | $21.0K | 0.01% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 332 | $20.1K | 0.01% | 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 |
| 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 |
| 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 |
| Optimum Investment Advisors | 282 | $17.0K | 0.01% | 00.0% | Unchanged |
| 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 |
| Focused Wealth Management, Inc | 252 | $15.0K | 0.00% | +2+0.8% | 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 |
| Parkside Financial Bank & Trust | 223 | $13.0K | 0.00% | +20+9.9% | Added |
| Caldwell Trust Co | 211 | $12.8K | 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 |
| 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 |
| Clearstead Advisors, LLC | 161 | $10.0K | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 161 | $9.73K | 0.00% | 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 |
| Riverview Trust Co | 129 | $8.00K | 0.01% | 00.0% | Unchanged |
| 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 |
| 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 |
| 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 |
| Federation des caisses Desjardins du Quebec | 71 | $4.29K | 0.00% | 00.0% | Unchanged |
| 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 |
| 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 |
| 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 |
| Kelly Financial Services LLC | 119,885 | $1.98K | 0.08% | +117,917+5,991.7% | Added |
| 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 |
| 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 |
| Transamerica Financial Advisors, Inc. | 5 | – | – | −6−54.5% | Reduced |
| Covalis Capital LLP | 0 | $0 | 0.00% | −1,440,169−100.0% | Sold out |
| Brahman Capital Corp. | 0 | $0 | 0.00% | −235,721−100.0% | Sold out |
| Prudential PLC | 0 | $0 | 0.00% | −179,425−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −82,234−100.0% | Sold out |
| MUFG Securities EMEA plc | 0 | $0 | 0.00% | −59,000−100.0% | Sold out |
| Hexavest Inc. | 0 | $0 | 0.00% | −56,253−100.0% | Sold out |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −54,541−100.0% | Sold out |
| Omers Administration Corp | 0 | $0 | 0.00% | −45,300−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −26,900−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −26,900−100.0% | Sold out |
| Natixis | 0 | $0 | 0.00% | −26,178−100.0% | Sold out |
| Quinn Opportunity Partners LLC | 0 | $0 | 0.00% | −19,000−100.0% | Sold out |
| BCK Capital Management LP | 0 | $0 | 0.00% | −17,647−100.0% | Sold out |
| Davide Leone & Partners Investment Co Ltd. | 0 | $0 | 0.00% | −16,215−100.0% | Sold out |
| Krane Funds Advisors LLC | 0 | $0 | 0.00% | −14,394−100.0% | Sold out |
| Centiva Capital, LP | 0 | $0 | 0.00% | −11,620−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −10,980−100.0% | Sold out |
| Teza Capital Management LLC | 0 | $0 | 0.00% | −10,611−100.0% | Sold out |
| Marshall Wace North America L.P. | 0 | $0 | 0.00% | −10,572−100.0% | Sold out |