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 |
|---|---|---|---|---|---|
| Lido Advisors, LLC | 4,414 | $274.0K | 0.01% | +349+8.6% | Added |
| Squarepoint Ops LLC | 4,473 | $278.0K | 0.00% | +1,152+34.7% | Added |
| Quadrature Capital Ltd | 4,493 | $279.0K | 0.01% | +4,493 | New |
| Eqis Capital Management, Inc. | 4,497 | $280.0K | 0.02% | +273+6.5% | Added |
| United Capital Financial Advisers, LLC | 4,530 | $282.0K | 0.00% | +417+10.1% | Added |
| Walleye Trading LLC | 4,595 | $286.0K | 0.01% | −8,647−65.3% | Reduced |
| Brookstone Capital Management | 4,665 | $292.0K | 0.01% | +568+13.9% | Added |
| CIBC World Markets Inc. | 4,740 | $295.0K | 0.00% | +865+22.3% | Added |
| Johnson Investment Counsel Inc | 4,801 | $299.0K | 0.00% | −574−10.7% | Reduced |
| Townsend & Associates, Inc | 4,841 | $300.0K | 0.15% | +40+0.8% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 4,825 | $300.0K | 0.02% | +4,825 | New |
| MainStreet Investment Advisors LLC | 4,834 | $301.0K | 0.03% | −15−0.3% | Reduced |
| United Capital Management of KS, Inc. | 4,838 | $301.0K | 0.12% | +108+2.3% | Added |
| Tocqueville Asset Management L.P. | 4,900 | $305.0K | 0.00% | 00.0% | Unchanged |
| Good Life Advisors, LLC | 4,956 | $308.0K | 0.04% | 00.0% | Unchanged |
| Murphy Capital Management Inc | 4,982 | $309.0K | 0.04% | +931+23.0% | Added |
| Geneos Wealth Management Inc. | 5,034 | $311.0K | 0.01% | −7,806−60.8% | Reduced |
| Symmetry Partners, LLC | 4,957 | $312.0K | 0.02% | 00.0% | Unchanged |
| KCM Investment Advisors LLC | 5,019 | $312.0K | 0.01% | +301+6.4% | Added |
| Veritable, L.P. | 5,012 | $312.0K | 0.01% | +682+15.8% | Added |
| Ashfield Capital Partners, LLC | 5,072 | $315.0K | 0.02% | 00.0% | Unchanged |
| Los Angeles Capital Management LLC | 5,125 | $319.0K | 0.00% | −45,936−90.0% | Reduced |
| Vontobel Holding Ltd. | 5,128 | $319.0K | 0.00% | −534−9.4% | Reduced |
| Horizon Investment Services, LLC | 5,121 | $319.0K | 0.16% | +255+5.2% | Added |
| Advisory Services Network, LLC | 5,223 | $325.0K | 0.01% | 00.0% | Unchanged |
| Intrust Bank NA | 5,315 | $331.0K | 0.04% | +165+3.2% | Added |
| IFP Advisors, Inc | 5,452 | $340.0K | 0.01% | +24+0.4% | Added |
| Country Club Trust Company, n.a. | 5,385 | $340.0K | 0.03% | +1,500+38.6% | Added |
| Schulhoff & Co Inc | 5,500 | $342.0K | 0.15% | 00.0% | Unchanged |
| Resources Investment Advisors, LLC. | 5,507 | $343.0K | 0.01% | −140−2.5% | Reduced |
| CWM Advisors, LLC | 5,538 | $344.0K | 0.04% | +5,538 | New |
| Banco Bilbao Vizcaya Argentaria, S.A. | 5,619 | $350.0K | 0.01% | +100+1.8% | Added |
| Kestra Advisory Services, LLC | 5,636 | $351.0K | 0.00% | +251+4.7% | Added |
| XTX Topco Ltd | 5,722 | $356.0K | 0.12% | +5,722 | New |
| People's United Financial, Inc. | 5,839 | $363.0K | 0.01% | +640+12.3% | Added |
| Raymond James Trust N.A. | 5,944 | $370.0K | 0.01% | −751−11.2% | Reduced |
| Advisors Asset Management, Inc. | 5,976 | $372.0K | 0.01% | +1,418+31.1% | Added |
| Krane Funds Advisors LLC | 6,053 | $376.0K | 0.01% | +6,053 | New |
| American National Registered Investment Advisor, Inc. | 6,099 | $379.0K | 0.14% | −18−0.3% | Reduced |
| Central Trust Co | 6,124 | $381.0K | 0.01% | −25−0.4% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 6,179 | $384.0K | 0.04% | +212+3.6% | Added |
| Centiva Capital, LP | 6,239 | $387.0K | 0.03% | +6,239 | New |
| Change Path, LLC | 6,319 | $393.0K | 0.02% | +30+0.5% | Added |
| Waterfront Wealth Inc. | 6,441 | $401.0K | 0.19% | 00.0% | Unchanged |
| Synovus Financial Corp | 6,548 | $403.0K | 0.00% | +6,548 | New |
| John G Ullman & Associates Inc | 6,499 | $404.0K | 0.05% | 00.0% | Unchanged |
| JustInvest LLC | 6,531 | $406.0K | 0.04% | +346+5.6% | Added |
| Kornitzer Capital Management Inc | 6,579 | $409.0K | 0.01% | 00.0% | Unchanged |
| IBM Retirement Fund | 6,591 | $410.0K | 0.03% | 00.0% | Unchanged |
| Smith, Moore & Co. | 6,594 | $410.0K | 0.06% | +230+3.6% | Added |
| Regentatlantic Capital LLC | 6,649 | $414.0K | 0.01% | +889+15.4% | Added |
| Blueshift Asset Management, LLC | 6,724 | $418.0K | 0.02% | −10,028−59.9% | Reduced |
| Avantax Advisory Services, Inc. | 6,764 | $420.0K | 0.01% | −423−5.9% | Reduced |
| Trust Co | 6,892 | $429.0K | 0.11% | −3,251−32.1% | Reduced |
| Janney Montgomery Scott LLC | 6,893 | $429.0K | 0.00% | +861+14.3% | Added |
| Cigna Investments Inc | 6,956 | $432.0K | 0.03% | −204−2.8% | Reduced |
| Chicago Partners Investment Group LLC | 6,808 | $440.0K | 0.03% | −9−0.1% | Reduced |
| Bank of Nova Scotia | 7,156 | $445.0K | 0.00% | −147−2.0% | Reduced |
| Wealth Alliance Advisory Group, LLC | 7,336 | $456.0K | 0.22% | +542+8.0% | Added |
| Polar Asset Management Partners Inc. | 7,347 | $457.0K | 0.01% | +7,347 | New |
| Regions Financial Corp | 7,374 | $459.0K | 0.00% | +1,577+27.2% | Added |
| Cypress Capital Group | 7,406 | $461.0K | 0.06% | −457−5.8% | Reduced |
| Jeppson Wealth Management, LLC | 7,435 | $462.0K | 0.24% | +150+2.1% | Added |
| TD Private Client Wealth LLC | 7,474 | $464.9K | 0.02% | −649−8.0% | Reduced |
| Qtron Investments LLC | 7,500 | $466.0K | 0.13% | −6,294−45.6% | Reduced |
| Wade G W & Inc | 7,861 | $489.0K | 0.02% | 00.0% | Unchanged |
| Truist Financial Corp | 7,880 | $490.0K | 0.00% | +817+11.6% | Added |
| Amica Retiree Medical Trust | 7,950 | $494.0K | 0.45% | −3,488−30.5% | Reduced |
| Nicolet Bankshares Inc | 8,000 | $498.0K | 0.13% | 00.0% | Unchanged |
| Rafferty Asset Management, LLC | 8,080 | $503.0K | 0.00% | +2,933+57.0% | Added |
| Steward Partners Investment Advisory, LLC | 8,119 | $505.0K | 0.01% | −191−2.3% | Reduced |
| Garner Asset Management Corp | 8,152 | $507.0K | 0.24% | −138−1.7% | Reduced |
| Trust Co of Kansas | 8,273 | $515.0K | 0.29% | 00.0% | Unchanged |
| AGF Investments LLC | 8,393 | $522.0K | 0.05% | −2,014−19.4% | Reduced |
| World Asset Management Inc | 8,465 | $527.0K | 0.05% | −114−1.3% | Reduced |
| Naples Global Advisors, LLC | 8,704 | $541.0K | 0.07% | −225−2.5% | Reduced |
| Fairview Capital Investment Management, LLC | 9,000 | $559.0K | 0.04% | 00.0% | Unchanged |
| Lion Street Advisors, LLC | 9,076 | $560.0K | 0.30% | +9,076 | New |
| Aevitas Wealth Management, Inc. | 9,066 | $564.0K | 0.36% | +22+0.2% | Added |
| Moors & Cabot, Inc. | 9,240 | $564.0K | 0.04% | +490+5.6% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 9,170 | $570.0K | 0.04% | 00.0% | Unchanged |
| Virtu Financial LLC | 9,166 | $570.0K | 0.05% | +9,166 | New |
| Legg Mason Asset Management (Japan) Co., Ltd. | 9,274 | $577.0K | 0.67% | 00.0% | Unchanged |
| Cetera Advisor Networks LLC | 9,506 | $591.0K | 0.01% | +1,986+26.4% | Added |
| Profund Advisors LLC | 9,705 | $604.0K | 0.02% | −188−1.9% | Reduced |
| Benjamin Edwards Inc | 10,226 | $636.0K | 0.39% | +10,226 | New |
| Blair William & Co | 10,418 | $648.0K | 0.00% | −399−3.7% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 10,414 | $648.0K | 0.01% | +20.0% | Added |
| Shell Asset Management Co | 10,430 | $649.0K | 0.01% | +7,074+210.8% | Added |
| Dark Forest Capital Management LP | 10,435 | $649.0K | 0.23% | +8,129+352.5% | Added |
| Tower Research Capital LLC (TRC) | 10,453 | $650.0K | 0.02% | −8,216−44.0% | Reduced |
| Mattern Wealth Management LLC | 10,610 | $660.0K | 0.22% | +8+0.1% | Added |
| Ninepoint Partners LP | 10,647 | $662.0K | 0.24% | 00.0% | Unchanged |
| Dynamic Advisor Solutions LLC | 10,791 | $671.0K | 0.05% | +3,861+55.7% | Added |
| Prospera Financial Services Inc | 10,993 | $684.0K | 0.03% | +181+1.7% | Added |
| Xponance, Inc. | 11,434 | $711.0K | 0.01% | −44,425−79.5% | Reduced |
| CX Institutional | 11,456 | $713.0K | 0.06% | −9,733−45.9% | Reduced |
| Crossmark Global Holdings, Inc. | 11,740 | $730.0K | 0.02% | +390+3.4% | Added |
| Engineers Gate Manager LP | 12,070 | $751.0K | 0.04% | +12,070 | New |
| Nordea Investment Management AB | 11,895 | $752.0K | 0.00% | 00.0% | Unchanged |