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 |
|---|---|---|---|---|---|
| Pin Oak Investment Advisors Inc | 660 | $41.0K | 0.05% | +660 | New |
| Atwood & Palmer Inc | 682 | $42.0K | 0.00% | +1+0.1% | Added |
| West Financial Advisors, LLC | 681 | $42.0K | 0.01% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 716 | $45.0K | 0.00% | 00.0% | Unchanged |
| Vigilant Capital Management, LLC | 774 | $48.0K | 0.00% | +74+10.6% | Added |
| Zions Bancorporation, N.A. | 776 | $48.0K | 0.00% | +601+343.4% | Added |
| Delta Asset Management LLC | 780 | $49.0K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 860 | $53.0K | 0.00% | −167−16.3% | Reduced |
| RWM Asset Management, LLC | 870 | $54.0K | 0.01% | +870 | New |
| Pinnacle Bancorp, Inc. | 881 | $55.0K | 0.02% | −28−3.1% | Reduced |
| City Holding Co | 895 | $56.0K | 0.01% | −10−1.1% | Reduced |
| Gradient Investments LLC | 918 | $57.0K | 0.00% | −40−4.2% | Reduced |
| Dividend Assets Capital, LLC | 917 | $57.0K | 0.01% | 00.0% | Unchanged |
| Jacobi Capital Management LLC | 918 | $57.0K | 0.01% | +161+21.3% | Added |
| Smithfield Trust Co | 924 | $58.0K | 0.00% | 00.0% | Unchanged |
| Consolidated Planning Corp | 945 | $59.0K | 0.04% | +945 | New |
| Mondrian Investment Partners LTD | 966 | $60.0K | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 977 | $61.0K | 0.04% | −43−4.2% | Reduced |
| First Financial Corp | 1,000 | $62.0K | 0.04% | 00.0% | Unchanged |
| Montag A & Associates Inc | 1,000 | $62.0K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 982 | $62.0K | 0.04% | +96+10.8% | Added |
| Tompkins Financial Corp | 1,000 | $62.0K | 0.01% | +1,000 | New |
| Capstone Investment Advisors, LLC | 1,011 | $63.0K | 0.00% | +1,011 | New |
| HM Payson & Co | 1,025 | $64.0K | 0.00% | 00.0% | Unchanged |
| Covington Capital Management | 1,025 | $64.0K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 1,052 | $65.0K | 0.00% | −432−29.1% | Reduced |
| Clearview Wealth Advisors LLC | 1,050 | $65.0K | 0.04% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 1,085 | $67.0K | 0.08% | −199−15.5% | Reduced |
| Global Retirement Partners, LLC | 1,128 | $70.0K | 0.01% | 00.0% | Unchanged |
| Larson Financial Group LLC | 1,157 | $72.0K | 0.01% | 00.0% | Unchanged |
| Proequities, Inc. | 1,191 | $74.0K | 0.00% | +121+11.3% | Added |
| American State Bank (Iowa) | 1,196 | $74.4K | 0.06% | 00.0% | Unchanged |
| Bessemer Group Inc | 1,208 | $75.0K | 0.00% | +3+0.2% | Added |
| Sargent Bickham Lagudis LLC | 1,199 | $75.0K | 0.01% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 1,203 | $75.0K | 0.00% | +550+84.2% | Added |
| Signaturefd, LLC | 1,301 | $81.0K | 0.00% | +171+15.1% | Added |
| American Portfolios Advisors | 1,453 | $90.4K | 0.00% | −1,143−44.0% | Reduced |
| GPS Wealth Strategies Group, LLC | 1,463 | $91.0K | 0.02% | +25+1.7% | Added |
| First Horizon Advisors, Inc. | 1,469 | $91.0K | 0.00% | +237+19.2% | Added |
| Rockefeller Capital Management L.P. | 1,553 | $96.0K | 0.00% | +488+45.8% | Added |
| AdvisorNet Financial, Inc | 1,569 | $98.0K | 0.01% | −355−18.5% | Reduced |
| Johnson Midwest Financial, LLC | 1,605 | $100.0K | 0.08% | 00.0% | Unchanged |
| Allworth Financial LP | 1,643 | $102.0K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 1,633 | $102.0K | 0.01% | +66+4.2% | Added |
| First Command Bank | 1,815 | $112.0K | 0.02% | 00.0% | Unchanged |
| First Command Financial Services, Inc. | 1,815 | $112.0K | 0.02% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 2,000 | $124.4K | 0.07% | −117,885−98.3% | Reduced |
| Sentry Investment Management LLC | 2,033 | $126.0K | 0.04% | −297−12.7% | Reduced |
| Hudock, Inc. | 2,182 | $135.0K | 0.04% | 00.0% | Unchanged |
| Whittier Trust Co | 2,311 | $144.0K | 0.00% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 2,338 | $145.0K | 0.03% | −602−20.5% | Reduced |
| Point72 Hong Kong Ltd | 2,367 | $147.0K | 0.01% | −5,119−68.4% | Reduced |
| Manchester Capital Management LLC | 2,434 | $151.0K | 0.02% | +17+0.7% | Added |
| Agf Investments Inc. | 2,600 | $162.0K | 0.00% | −310−10.7% | Reduced |
| Bedel Financial Consulting, Inc. | 2,640 | $164.0K | 0.06% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 2,664 | $166.0K | 0.02% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 2,800 | $174.0K | 0.05% | 00.0% | Unchanged |
| Longfellow Investment Management Co LLC | 2,903 | $181.0K | 0.03% | 00.0% | Unchanged |
| Kepos Capital LP | 3,098 | $193.0K | 0.01% | −541−14.9% | Reduced |
| Ameritas Investment Partners, Inc. | 3,141 | $195.0K | 0.01% | 00.0% | Unchanged |
| Phoenix Wealth Advisors | 3,250 | $202.0K | 0.15% | +4+0.1% | Added |
| IMA Wealth, Inc. | 3,289 | $205.0K | 0.05% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 3,349 | $208.0K | 0.01% | −1,553−31.7% | Reduced |
| Vestcor Inc | 3,391 | $211.0K | 0.01% | −415−10.9% | Reduced |
| Transcend Wealth Collective, LLC | 3,300 | $212.0K | 0.02% | +3,300 | New |
| Jump Financial, LLC | 3,446 | $214.0K | 0.02% | +3,446 | New |
| HighPoint Advisor Group LLC | 3,465 | $216.0K | 0.02% | −144−4.0% | Reduced |
| Sunbelt Securities, Inc. | 3,369 | $217.0K | 0.04% | 00.0% | Unchanged |
| Bailard, Inc. | 3,493 | $217.0K | 0.01% | +3,493 | New |
| Jackson Creek Investment Advisors LLC | 3,483 | $217.0K | 0.08% | +3,483 | New |
| Walter & Keenan Financial Consulting Co | 3,500 | $218.0K | 0.07% | 00.0% | Unchanged |
| Horizon Investments, LLC | 3,538 | $220.0K | 0.01% | −890−20.1% | Reduced |
| Ameritas Investment Company, LLC | 3,535 | $220.0K | 0.01% | +2,196+164.0% | Added |
| Pensionmark Financial Group, LLC | 3,558 | $221.0K | 0.05% | 00.0% | Unchanged |
| Man Group plc | 3,600 | $224.0K | 0.00% | +3,600 | New |
| Cetera Advisors LLC | 3,651 | $227.0K | 0.00% | +3,651 | New |
| Sound Income Strategies, LLC | 3,674 | $229.0K | 0.03% | 00.0% | Unchanged |
| Dynamic Technology Lab Private Ltd | 3,700 | $230.0K | 0.03% | +3,700 | New |
| Connor, Clark & Lunn Investment Management Ltd. | 3,702 | $230.0K | 0.00% | +3,702 | New |
| Cetera Investment Advisers | 3,707 | $231.0K | 0.00% | +227+6.5% | Added |
| Fifth Third Bancorp | 3,733 | $232.0K | 0.00% | +104+2.9% | Added |
| Huntington National Bank | 3,794 | $236.0K | 0.00% | −148−3.8% | Reduced |
| Federated Hermes, Inc. | 3,799 | $237.0K | 0.00% | −1,512,126−99.7% | Reduced |
| D.A. Davidson & Co. | 3,837 | $239.0K | 0.00% | −2,010−34.4% | Reduced |
| Waters Parkerson & Co., LLC | 3,835 | $239.0K | 0.01% | +3,835 | New |
| Texas Yale Capital Corp. | 3,892 | $242.0K | 0.01% | 00.0% | Unchanged |
| IHT Wealth Management, LLC | 3,912 | $243.0K | 0.02% | −396−9.2% | Reduced |
| AXA S.A. | 3,900 | $243.0K | 0.00% | +3,900 | New |
| Beacon Pointe Advisors, LLC | 3,911 | $243.0K | 0.01% | +3,911 | New |
| Cresset Asset Management, LLC | 3,976 | $247.0K | 0.00% | +208+5.5% | Added |
| Anchor Investment Management, LLC | 4,000 | $248.8K | 0.03% | 00.0% | Unchanged |
| Independent Advisor Alliance | 4,003 | $249.0K | 0.01% | −412−9.3% | Reduced |
| Cornerstone Wealth Management, LLC | 4,055 | $252.0K | 0.03% | +10.0% | Added |
| NuWave Investment Management, LLC | 4,066 | $253.0K | 0.29% | +4,066 | New |
| Evoke Wealth, LLC | 4,094 | $254.0K | 0.01% | +4,000+4,255.3% | Added |
| Massmutual Trust Co FSB | 4,140 | $258.0K | 0.01% | −37−0.9% | Reduced |
| FORA Capital, LLC | 4,149 | $258.0K | 0.07% | +4,149 | New |
| Calton & Associates, Inc. | 4,165 | $259.0K | 0.06% | −33−0.8% | Reduced |
| First Mercantile Trust Co | 4,187 | $260.0K | 0.03% | −103−2.4% | Reduced |
| Harbour Investments, Inc. | 4,212 | $262.0K | 0.01% | −3,021−41.8% | Reduced |