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 |
|---|---|---|---|---|---|
| Ninepoint Partners LP | 10,647 | $662.0K | 0.24% | 00.0% | Unchanged |
| Mattern Wealth Management LLC | 10,610 | $660.0K | 0.22% | +8+0.1% | Added |
| Tower Research Capital LLC (TRC) | 10,453 | $650.0K | 0.02% | −8,216−44.0% | Reduced |
| 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 |
| 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 |
| Benjamin Edwards Inc | 10,226 | $636.0K | 0.39% | +10,226 | New |
| Profund Advisors LLC | 9,705 | $604.0K | 0.02% | −188−1.9% | Reduced |
| Cetera Advisor Networks LLC | 9,506 | $591.0K | 0.01% | +1,986+26.4% | Added |
| Legg Mason Asset Management (Japan) Co., Ltd. | 9,274 | $577.0K | 0.67% | 00.0% | Unchanged |
| 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 |
| 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 |
| Lion Street Advisors, LLC | 9,076 | $560.0K | 0.30% | +9,076 | New |
| Fairview Capital Investment Management, LLC | 9,000 | $559.0K | 0.04% | 00.0% | Unchanged |
| Naples Global Advisors, LLC | 8,704 | $541.0K | 0.07% | −225−2.5% | Reduced |
| World Asset Management Inc | 8,465 | $527.0K | 0.05% | −114−1.3% | Reduced |
| AGF Investments LLC | 8,393 | $522.0K | 0.05% | −2,014−19.4% | Reduced |
| Trust Co of Kansas | 8,273 | $515.0K | 0.29% | 00.0% | Unchanged |
| Garner Asset Management Corp | 8,152 | $507.0K | 0.24% | −138−1.7% | Reduced |
| Steward Partners Investment Advisory, LLC | 8,119 | $505.0K | 0.01% | −191−2.3% | Reduced |
| Rafferty Asset Management, LLC | 8,080 | $503.0K | 0.00% | +2,933+57.0% | Added |
| Nicolet Bankshares Inc | 8,000 | $498.0K | 0.13% | 00.0% | Unchanged |
| Amica Retiree Medical Trust | 7,950 | $494.0K | 0.45% | −3,488−30.5% | Reduced |
| Truist Financial Corp | 7,880 | $490.0K | 0.00% | +817+11.6% | Added |
| Wade G W & Inc | 7,861 | $489.0K | 0.02% | 00.0% | Unchanged |
| Qtron Investments LLC | 7,500 | $466.0K | 0.13% | −6,294−45.6% | Reduced |
| TD Private Client Wealth LLC | 7,474 | $464.9K | 0.02% | −649−8.0% | Reduced |
| Jeppson Wealth Management, LLC | 7,435 | $462.0K | 0.24% | +150+2.1% | Added |
| Cypress Capital Group | 7,406 | $461.0K | 0.06% | −457−5.8% | Reduced |
| Regions Financial Corp | 7,374 | $459.0K | 0.00% | +1,577+27.2% | Added |
| Polar Asset Management Partners Inc. | 7,347 | $457.0K | 0.01% | +7,347 | New |
| Wealth Alliance Advisory Group, LLC | 7,336 | $456.0K | 0.22% | +542+8.0% | Added |
| Bank of Nova Scotia | 7,156 | $445.0K | 0.00% | −147−2.0% | Reduced |
| Chicago Partners Investment Group LLC | 6,808 | $440.0K | 0.03% | −9−0.1% | Reduced |
| Cigna Investments Inc | 6,956 | $432.0K | 0.03% | −204−2.8% | 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 |
| Avantax Advisory Services, Inc. | 6,764 | $420.0K | 0.01% | −423−5.9% | Reduced |
| Blueshift Asset Management, LLC | 6,724 | $418.0K | 0.02% | −10,028−59.9% | Reduced |
| Regentatlantic Capital LLC | 6,649 | $414.0K | 0.01% | +889+15.4% | Added |
| 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 |
| Kornitzer Capital Management Inc | 6,579 | $409.0K | 0.01% | 00.0% | Unchanged |
| JustInvest LLC | 6,531 | $406.0K | 0.04% | +346+5.6% | Added |
| John G Ullman & Associates Inc | 6,499 | $404.0K | 0.05% | 00.0% | Unchanged |
| Synovus Financial Corp | 6,548 | $403.0K | 0.00% | +6,548 | New |
| Waterfront Wealth Inc. | 6,441 | $401.0K | 0.19% | 00.0% | Unchanged |
| Change Path, LLC | 6,319 | $393.0K | 0.02% | +30+0.5% | Added |
| Centiva Capital, LP | 6,239 | $387.0K | 0.03% | +6,239 | New |
| Kentucky Retirement Systems Insurance Trust Fund | 6,179 | $384.0K | 0.04% | +212+3.6% | Added |
| Central Trust Co | 6,124 | $381.0K | 0.01% | −25−0.4% | Reduced |
| American National Registered Investment Advisor, Inc. | 6,099 | $379.0K | 0.14% | −18−0.3% | Reduced |
| Krane Funds Advisors LLC | 6,053 | $376.0K | 0.01% | +6,053 | New |
| Advisors Asset Management, Inc. | 5,976 | $372.0K | 0.01% | +1,418+31.1% | Added |
| Raymond James Trust N.A. | 5,944 | $370.0K | 0.01% | −751−11.2% | Reduced |
| People's United Financial, Inc. | 5,839 | $363.0K | 0.01% | +640+12.3% | Added |
| XTX Topco Ltd | 5,722 | $356.0K | 0.12% | +5,722 | New |
| Kestra Advisory Services, LLC | 5,636 | $351.0K | 0.00% | +251+4.7% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 5,619 | $350.0K | 0.01% | +100+1.8% | Added |
| CWM Advisors, LLC | 5,538 | $344.0K | 0.04% | +5,538 | New |
| Resources Investment Advisors, LLC. | 5,507 | $343.0K | 0.01% | −140−2.5% | Reduced |
| Schulhoff & Co Inc | 5,500 | $342.0K | 0.15% | 00.0% | Unchanged |
| 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 |
| Intrust Bank NA | 5,315 | $331.0K | 0.04% | +165+3.2% | Added |
| Advisory Services Network, LLC | 5,223 | $325.0K | 0.01% | 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 |
| Ashfield Capital Partners, LLC | 5,072 | $315.0K | 0.02% | 00.0% | Unchanged |
| 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 |
| Geneos Wealth Management Inc. | 5,034 | $311.0K | 0.01% | −7,806−60.8% | Reduced |
| Murphy Capital Management Inc | 4,982 | $309.0K | 0.04% | +931+23.0% | Added |
| Good Life Advisors, LLC | 4,956 | $308.0K | 0.04% | 00.0% | Unchanged |
| Tocqueville Asset Management L.P. | 4,900 | $305.0K | 0.00% | 00.0% | Unchanged |
| 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 |
| 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 |
| Johnson Investment Counsel Inc | 4,801 | $299.0K | 0.00% | −574−10.7% | Reduced |
| CIBC World Markets Inc. | 4,740 | $295.0K | 0.00% | +865+22.3% | Added |
| Brookstone Capital Management | 4,665 | $292.0K | 0.01% | +568+13.9% | Added |
| Walleye Trading LLC | 4,595 | $286.0K | 0.01% | −8,647−65.3% | Reduced |
| United Capital Financial Advisers, LLC | 4,530 | $282.0K | 0.00% | +417+10.1% | Added |
| Eqis Capital Management, Inc. | 4,497 | $280.0K | 0.02% | +273+6.5% | Added |
| Quadrature Capital Ltd | 4,493 | $279.0K | 0.01% | +4,493 | New |
| Squarepoint Ops LLC | 4,473 | $278.0K | 0.00% | +1,152+34.7% | Added |
| Lido Advisors, LLC | 4,414 | $274.0K | 0.01% | +349+8.6% | Added |
| Harbour Investments, Inc. | 4,212 | $262.0K | 0.01% | −3,021−41.8% | Reduced |
| First Mercantile Trust Co | 4,187 | $260.0K | 0.03% | −103−2.4% | Reduced |
| Calton & Associates, Inc. | 4,165 | $259.0K | 0.06% | −33−0.8% | Reduced |
| 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 |
| Evoke Wealth, LLC | 4,094 | $254.0K | 0.01% | +4,000+4,255.3% | Added |
| NuWave Investment Management, LLC | 4,066 | $253.0K | 0.29% | +4,066 | New |