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 |
|---|---|---|---|---|---|
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 212,439 | $13.2M | 0.15% | +58,839+38.3% | Added |
| HSBC Holdings PLC | 213,281 | $13.4M | 0.02% | +28,172+15.2% | Added |
| UBS Group AG | 216,962 | $13.5M | 0.01% | −36,586−14.4% | Reduced |
| New York State Common Retirement Fund | 223,381 | $13.9M | 0.01% | +449+0.2% | Added |
| Asset Management One Co.,Ltd. | 227,425 | $14.1M | 0.05% | −5,396−2.3% | Reduced |
| SEI Investments Co | 233,745 | $14.5M | 0.03% | −103,267−30.6% | Reduced |
| Ensign Peak Advisors, Inc | 233,979 | $14.6M | 0.03% | −8,935−3.7% | Reduced |
| SG Americas Securities, LLC | 240,332 | $14.9M | 0.08% | −35,547−12.9% | Reduced |
| Manufacturers Life Insurance Company, The | 240,938 | $15.0M | 0.01% | +34,458+16.7% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 244,732 | $15.2M | 0.04% | −1,080−0.4% | Reduced |
| Adage Capital Partners GP, L.L.C. | 244,782 | $15.2M | 0.03% | −818−0.3% | Reduced |
| AQR Capital Management LLC | 246,043 | $15.3M | 0.03% | −124,829−33.7% | Reduced |
| Gateway Investment Advisers LLC | 266,238 | $16.6M | 0.17% | −1,600−0.6% | Reduced |
| B.S. Pension Fund Trustee Ltd acting for the British Steel Pension Fund | 275,000 | $17.1M | 4.18% | 00.0% | Unchanged |
| Amundi | 278,878 | $17.3M | 0.01% | +17,821+6.8% | Added |
| Citigroup Inc | 282,756 | $17.6M | 0.02% | +66,657+30.8% | Added |
| Principal Financial Group Inc | 295,141 | $18.4M | 0.01% | +7,548+2.6% | Added |
| New York State Teachers Retirement System | 302,830 | $18.8M | 0.04% | +280+0.1% | Added |
| Rhumbline Advisers | 305,552 | $19.0M | 0.03% | −13,837−4.3% | Reduced |
| BNP Paribas Arbitrage, SA | 308,094 | $19.2M | 0.05% | +9,293+3.1% | Added |
| State Board of Administration of Florida Retirement System | 312,921 | $19.5M | 0.04% | −8,683−2.7% | Reduced |
| RNC Capital Management LLC | 318,874 | $19.8M | 1.05% | −181,331−36.3% | Reduced |
| Barclays PLC | 325,264 | $20.2M | 0.01% | −22,940−6.6% | Reduced |
| Schonfeld Strategic Advisors LLC | 325,300 | $20.2M | 0.23% | +826+0.3% | Added |
| Goldman Sachs Group Inc | 359,511 | $22.4M | 0.01% | +68,025+23.3% | Added |
| Neuberger Berman Group LLC | 366,585 | $22.8M | 0.02% | +3,008+0.8% | Added |
| Russell Investments Group, Ltd. | 368,956 | $22.9M | 0.04% | −97,300−20.9% | Reduced |
| Alliancebernstein L.P. | 380,073 | $23.6M | 0.01% | +6,978+1.9% | Added |
| California State Teachers Retirement System | 386,580 | $24.0M | 0.03% | −4,768−1.2% | Reduced |
| Allianz Asset Management GmbH | 389,159 | $24.2M | 0.02% | +389,159 | New |
| Voya Investment Management LLC | 398,372 | $24.8M | 0.05% | −90,064−18.4% | Reduced |
| TD Asset Management Inc | 415,974 | $25.9M | 0.03% | −10,716−2.5% | Reduced |
| Deutsche Bank AG | 443,977 | $27.6M | 0.01% | −56,064−11.2% | Reduced |
| Wells Fargo & Company | 445,578 | $27.7M | 0.01% | +85,265+23.7% | Added |
| Prudential Financial Inc | 475,038 | $29.5M | 0.04% | −1,098,283−69.8% | Reduced |
| Vaughan David Investments LLC | 503,883 | $31.3M | 1.00% | +10,387+2.1% | Added |
| D. E. Shaw & Co., Inc. | 518,954 | $32.3M | 0.04% | −777,979−60.0% | Reduced |
| Vaughan Nelson Investment Management, L.P. | 566,575 | $35.2M | 0.36% | +260,582+85.2% | Added |
| Martingale Asset Management L P | 571,587 | $35.6M | 0.46% | +58,673+11.4% | Added |
| Gamco Investors, Inc. Et Al | 579,194 | $36.0M | 0.32% | −13,271−2.2% | Reduced |
| Morgan Stanley | 618,052 | $38.4M | 0.01% | +85,753+16.1% | Added |
| Royal Bank of Canada | 636,357 | $39.6M | 0.01% | −393,181−38.2% | Reduced |
| Millennium Management LLC | 652,603 | $40.6M | 0.05% | −2,149,484−76.7% | Reduced |
| Wellington Management Group LLP | 665,243 | $41.4M | 0.01% | +19,259+3.0% | Added |
| Personal Capital Advisors Corp | 717,408 | $44.6M | 0.22% | +32,353+4.7% | Added |
| Citadel Advisors LLC | 721,022 | $44.8M | 0.05% | +607,324+534.2% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 742,256 | $46.2M | 0.03% | −35,551−4.6% | Reduced |
| UBS Asset Management Americas Inc | 750,488 | $46.7M | 0.02% | −22,413−2.9% | Reduced |
| Macquarie Group Ltd | 835,396 | $52.0M | 0.04% | +145,675+21.1% | Added |
| Bank of America Corp | 839,250 | $52.2M | 0.01% | −59,653−6.6% | Reduced |
| Wedge Capital Management L L P | 872,106 | $54.2M | 0.70% | −222,553−20.3% | Reduced |
| 1832 Asset Management L.P. | 855,808 | $54.4M | 0.10% | +840,917+5,647.1% | Added |
| Parametric Portfolio Associates LLC | 884,221 | $55.0M | 0.03% | +71,344+8.8% | Added |
| Swiss National Bank | 906,530 | $56.4M | 0.04% | −18,800−2.0% | Reduced |
| Victory Capital Management Inc | 916,237 | $57.0M | 0.06% | +127,750+16.2% | Added |
| Dimensional Fund Advisors LP | 940,272 | $58.5M | 0.02% | −1,135−0.1% | Reduced |
| APG Asset Management N.V. | 1,324,185 | $71.1M | 0.13% | +20,600+1.6% | Added |
| Scout Investments, Inc. | 1,186,369 | $73.8M | 1.10% | +169,523+16.7% | Added |
| Charles Schwab Investment Management Inc | 1,193,690 | $74.2M | 0.02% | +21,355+1.8% | Added |
| Old Republic International Corporation | 1,193,751 | $74.3M | 1.55% | 00.0% | Unchanged |
| Thompson Siegel & Walmsley LLC | 1,258,165 | $78.3M | 1.13% | −41,697−3.2% | Reduced |
| First Trust Advisors LP | 1,315,201 | $81.8M | 0.09% | +88,057+7.2% | Added |
| LSV Asset Management | 1,380,937 | $85.9M | 0.16% | −5,100−0.4% | Reduced |
| Jennison Associates LLC | 1,464,361 | $91.1M | 0.06% | +8,283+0.6% | Added |
| Gabelli Funds LLC | 1,549,500 | $96.4M | 0.64% | −1,000−0.1% | Reduced |
| Price T Rowe Associates Inc | 1,550,378 | $96.4M | 0.01% | −1,636,377−51.3% | Reduced |
| American Century Companies Inc | 1,682,743 | $104.7M | 0.07% | −504,573−23.1% | Reduced |
| Epoch Investment Partners, Inc. | 1,757,426 | $109.3M | 0.61% | −52,084−2.9% | Reduced |
| Bank of New York Mellon Corp | 1,760,815 | $109.5M | 0.02% | −9,247−0.5% | Reduced |
| California Public Employees Retirement System | 1,773,948 | $110.3M | 0.08% | +25,053+1.4% | Added |
| Ameriprise Financial Inc | 1,793,276 | $111.6M | 0.04% | +884,431+97.3% | Added |
| Cohen & Steers, Inc. | 1,885,326 | $117.3M | 0.22% | −655,083−25.8% | Reduced |
| Duff & Phelps Investment Management Co | 2,038,521 | $126.8M | 1.65% | +286,330+16.3% | Added |
| Massachusetts Financial Services Co | 2,199,475 | $136.8M | 0.04% | +4,226+0.2% | Added |
| Northern Trust Corp | 2,206,432 | $137.2M | 0.02% | −17,514−0.8% | Reduced |
| Nuveen Asset Management, LLC | 2,210,715 | $137.5M | 0.04% | −249,627−10.1% | Reduced |
| Brookfield Asset Management Inc. | 2,336,005 | $145.3M | 0.59% | +39,783+1.7% | Added |
| Bluescape Energy Partners LLC | 2,368,536 | $147.3M | 22.62% | +99,089+4.4% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 2,412,884 | $150.1M | 0.33% | −511,965−17.5% | Reduced |
| Invesco Ltd. | 2,520,601 | $156.8M | 0.04% | −929,333−26.9% | Reduced |
| Legal & General Group Plc | 2,627,955 | $163.5M | 0.05% | +35,378+1.4% | Added |
| Geode Capital Management, LLC | 4,200,140 | $260.6M | 0.04% | −45,156−1.1% | Reduced |
| Pictet Asset Management SA | 4,195,762 | $261.0M | 0.29% | +4,195,762 | New |
| JPMorgan Chase & Co | 4,279,006 | $266.2M | 0.04% | +828,077+24.0% | Added |
| Magellan Asset Management Ltd | 4,466,237 | $277.8M | 0.56% | −51,142−1.1% | Reduced |
| Credit Suisse AG | 4,778,525 | $297.2M | 0.24% | +260,144+5.8% | Added |
| Franklin Resources Inc | 5,802,409 | $360.9M | 0.14% | +27,095+0.5% | Added |
| Capital International Investors | 8,004,103 | $497.9M | 0.11% | +8,004,103 | New |
| FMR LLC | 10,014,006 | $622.9M | 0.05% | −360,291−3.5% | Reduced |
| Elliott Investment Management L.P.SuperinvestorElliott Investment Management | 10,541,914 | $655.7M | 7.48% | 00.0% | Unchanged |
| State Street Corp | 12,412,631 | $772.1M | 0.04% | +449,454+3.8% | Added |
| BlackRock Inc. | 15,984,082 | $994.2M | 0.03% | +224,015+1.4% | Added |
| Vanguard Group Inc | 28,737,650 | $1.79B | 0.04% | +554,260+2.0% | Added |
| LNZ Capital LP | 0 | $0 | 0.00% | −300,000−100.0% | Sold out |
| Royal London Asset Management Ltd | 0 | $0 | 0.00% | −83,634−100.0% | Sold out |
| Quantitative Systematic Strategies LLC | 0 | $0 | 0.00% | −25,005−100.0% | Sold out |
| Wealth Enhancement Advisory Services, LLC | 0 | $0 | 0.00% | −17,419−100.0% | Sold out |
| Holocene Advisors, LP | 0 | $0 | 0.00% | −15,246−100.0% | Sold out |
| Alethea Capital Management, LLC | 0 | $0 | 0.00% | −12,684−100.0% | Sold out |
| Tuttle Tactical Management | 0 | $0 | 0.00% | −9,915−100.0% | Sold out |