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, Q3 2021
Institutional positions in Evergy, Inc. as of Sep 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
- 593
- +21 vs. Q2 2021
- Shares held
- 197.9M
- +6.06M (+3.2%) vs. Q2 2021
- Total value
- $12.3B
- +$717.8M (+6.2%) vs. Q2 2021
- New holders
- 58
- 207 more added
- Sold out
- 37
- 202 more reduced
9 institutions that held it in Q2 2021 haven't filed for Q3 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2021
Shares, value and share of portfolio for each institution holding Evergy, Inc.; share changes are against Q2 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Westside Investment Management, Inc. | 15 | $0 | 0.00% | 00.0% | Unchanged |
| Lenox Wealth Advisors, LLC | 8 | $0 | 0.00% | +4+100.0% | Added |
| SOA Wealth Advisors, LLC. | 8 | $0 | 0.00% | 00.0% | Unchanged |
| Systematic Alpha Investments, LLC | 1 | $0 | 0.00% | +1 | New |
| MV Capital Management, Inc. | 22 | $1.00K | 0.00% | +9+69.2% | Added |
| Carolinas Wealth Consulting LLC | 12 | $1.00K | 0.00% | 00.0% | Unchanged |
| Wealth Quarterback LLC | 498 | $1.00K | 0.00% | +490+6,125.0% | Added |
| NEXT Financial Group, Inc | 21 | $1.00K | 0.00% | +21 | New |
| Fieldpoint Private Securities, LLC | 11 | $1.00K | 0.00% | +11 | New |
| Concord Wealth Partners | 25 | $2.00K | 0.00% | −42−62.7% | Reduced |
| 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 |
| Ci Investments Inc. | 28 | $2.00K | 0.00% | +28 | New |
| Edge Wealth Management LLC | 25 | $2.00K | 0.00% | +25 | New |
| TD Ameritrade Investment Management, LLC | 57 | $3.00K | 0.00% | −126−68.9% | Reduced |
| Hartford Financial Management Inc. | 44 | $3.00K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 42 | $3.00K | 0.00% | 00.0% | Unchanged |
| PFG Private Wealth Management, LLC | 56 | $3.00K | 0.00% | +56 | New |
| Bell Investment Advisors, Inc | 56 | $3.00K | 0.00% | +56 | New |
| CNB Bank | 63 | $4.00K | 0.00% | −49−43.8% | Reduced |
| Wolff Wiese Magana LLC | 64 | $4.00K | 0.00% | −14−17.9% | Reduced |
| Professional Financial Advisors, LLC | 68 | $4.00K | 0.00% | 00.0% | Unchanged |
| IronBridge Private Wealth, LLC | 70 | $4.00K | 0.00% | 00.0% | Unchanged |
| Corsicana & Co. | 59 | $4.00K | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 64 | $4.00K | 0.00% | +20+45.5% | Added |
| Federation des caisses Desjardins du Quebec | 71 | $4.42K | 0.00% | 00.0% | Unchanged |
| O'Shaughnessy Asset Management, LLC | 85 | $5.00K | 0.00% | 00.0% | Unchanged |
| Sterling Financial Planning, Inc. | 78 | $5.00K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 73 | $5.00K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 82 | $5.00K | 0.00% | +22+36.7% | Added |
| Tarbox Family Office, Inc. | 73 | $5.00K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 73 | $5.00K | 0.00% | 00.0% | Unchanged |
| Carroll Financial Associates, Inc. | 84 | $5.00K | 0.00% | +22+35.5% | Added |
| C M Bidwell & Associates Ltd | 92 | $6.00K | 0.00% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 100 | $6.00K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 91 | $6.00K | 0.00% | 00.0% | Unchanged |
| Resolute Partners Group | 107 | $7.00K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 109 | $7.00K | 0.00% | +18+19.8% | Added |
| Meridian Wealth Partners, LLC | 114 | $7.00K | 0.00% | +114 | New |
| Arkadios Wealth Advisors | 132 | $8.00K | 0.00% | +1+0.8% | Added |
| Capital Directions Investment Advisors, LLC | 150 | $9.00K | 0.00% | −110−42.3% | Reduced |
| Investors Research Corp | 145 | $9.00K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 145 | $9.00K | 0.00% | +30+26.1% | Added |
| Red Tortoise LLC | 142 | $9.00K | 0.01% | +142 | New |
| Coastal Capital Group, Inc. | 154 | $10.0K | 0.00% | +1+0.7% | Added |
| Sutton Wealth Advisors Inc. | 161 | $10.0K | 0.00% | 00.0% | Unchanged |
| FourThought Financial, LLC | 179 | $11.0K | 0.00% | −119−39.9% | Reduced |
| Earnest Partners LLC | 174 | $11.0K | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 184 | $11.0K | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 176 | $11.0K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 179 | $11.0K | 0.00% | −9−4.8% | Reduced |
| Accel Wealth Management | 183 | $11.0K | 0.01% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 200 | $12.0K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 215 | $13.0K | 0.00% | +54+33.5% | Added |
| Tradewinds Capital Management, LLC | 217 | $13.0K | 0.00% | +157+261.7% | Added |
| Caldwell Trust Co | 211 | $13.1K | 0.00% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 230 | $14.0K | 0.00% | 00.0% | Unchanged |
| Selective Wealth Management, Inc. | 226 | $14.0K | 0.01% | 00.0% | Unchanged |
| Optimum Investment Advisors | 247 | $15.0K | 0.01% | −35−12.4% | Reduced |
| Asset Dedication, LLC | 239 | $15.0K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 243 | $15.0K | 0.00% | +20+9.0% | Added |
| Acadian Asset Management LLC | 260 | $16.0K | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 254 | $16.0K | 0.00% | +2+0.8% | Added |
| Private Ocean, LLC | 268 | $17.0K | 0.00% | 00.0% | Unchanged |
| Private Capital Group, LLC | 270 | $17.0K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 312 | $19.0K | 0.00% | 00.0% | Unchanged |
| Ellevest, Inc. | 299 | $19.0K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 327 | $20.0K | 0.00% | 00.0% | Unchanged |
| Ellis Investment Partners, LLC | 328 | $20.0K | 0.01% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 332 | $20.6K | 0.01% | 00.0% | Unchanged |
| First Bank & Trust | 344 | $21.0K | 0.01% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 336 | $21.0K | 0.00% | +9+2.8% | Added |
| Burleson & Company, LLC | 330 | $21.0K | 0.00% | 00.0% | Unchanged |
| Achmea Investment Management B.V. | 331 | $21.0K | 0.00% | +331 | New |
| Gemmer Asset Management LLC | 366 | $23.0K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 378 | $24.0K | 0.01% | +300+384.6% | Added |
| Klaas Financial Asset Advisors, LLC | 408 | $25.0K | 0.01% | +3+0.7% | Added |
| Freedman Financial Associates, Inc. | 424 | $26.0K | 0.02% | 00.0% | Unchanged |
| Country Trust Bank | 410 | $26.0K | 0.00% | 00.0% | Unchanged |
| John W. Brooker & Co., CPAs | 412 | $26.0K | 0.01% | 00.0% | Unchanged |
| Koshinski Asset Management, Inc. | 436 | $27.1K | 0.00% | +436 | New |
| Cutler Group LP | 473 | $29.0K | 0.00% | −480−50.4% | Reduced |
| Truvestments Capital LLC | 462 | $29.0K | 0.02% | +4+0.9% | Added |
| FinTrust Capital Advisors, LLC | 473 | $29.0K | 0.01% | +119+33.6% | Added |
| Carolina Wealth Advisors, LLC | 478 | $30.0K | 0.02% | 00.0% | Unchanged |
| Financial Avengers, Inc. | 490 | $30.0K | 0.02% | +4+0.8% | Added |
| Tucker Asset Management LLC | 482 | $30.7K | 0.01% | +74+18.1% | Added |
| Pacitti Group Inc. | 501 | $31.0K | 0.02% | +3+0.6% | Added |
| Motco | 499 | $31.0K | 0.00% | +295+144.6% | Added |
| PSI Advisors, LLC | 500 | $31.0K | 0.01% | +500 | New |
| Mark Sheptoff Financial Planning, LLC | 538 | $33.0K | 0.02% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 550 | $34.0K | 0.00% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 556 | $35.0K | 0.02% | 00.0% | Unchanged |
| Key Financial Inc | 598 | $37.0K | 0.02% | 00.0% | Unchanged |
| M&R Capital Management Inc | 610 | $37.0K | 0.01% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 598 | $37.0K | 0.02% | 00.0% | Unchanged |
| Berman Capital Advisors, LLC | 596 | $37.0K | 0.01% | +47+8.6% | Added |
| Washington Trust Co | 647 | $40.0K | 0.00% | +349+117.1% | Added |
| Heritage Wealth Advisors | 658 | $40.9K | 0.00% | −290−30.6% | Reduced |