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 |
|---|---|---|---|---|---|
| Cornerstone Wealth Management, LLC | 4,055 | $252.0K | 0.03% | +10.0% | Added |
| Independent Advisor Alliance | 4,003 | $249.0K | 0.01% | −412−9.3% | Reduced |
| Anchor Investment Management, LLC | 4,000 | $248.8K | 0.03% | 00.0% | Unchanged |
| Cresset Asset Management, LLC | 3,976 | $247.0K | 0.00% | +208+5.5% | Added |
| 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 |
| Texas Yale Capital Corp. | 3,892 | $242.0K | 0.01% | 00.0% | Unchanged |
| 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 |
| Federated Hermes, Inc. | 3,799 | $237.0K | 0.00% | −1,512,126−99.7% | Reduced |
| Huntington National Bank | 3,794 | $236.0K | 0.00% | −148−3.8% | Reduced |
| Fifth Third Bancorp | 3,733 | $232.0K | 0.00% | +104+2.9% | Added |
| Cetera Investment Advisers | 3,707 | $231.0K | 0.00% | +227+6.5% | Added |
| 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 |
| Sound Income Strategies, LLC | 3,674 | $229.0K | 0.03% | 00.0% | Unchanged |
| Cetera Advisors LLC | 3,651 | $227.0K | 0.00% | +3,651 | New |
| Man Group plc | 3,600 | $224.0K | 0.00% | +3,600 | New |
| Pensionmark Financial Group, LLC | 3,558 | $221.0K | 0.05% | 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 |
| Walter & Keenan Financial Consulting Co | 3,500 | $218.0K | 0.07% | 00.0% | Unchanged |
| 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 |
| HighPoint Advisor Group LLC | 3,465 | $216.0K | 0.02% | −144−4.0% | Reduced |
| Jump Financial, LLC | 3,446 | $214.0K | 0.02% | +3,446 | New |
| Transcend Wealth Collective, LLC | 3,300 | $212.0K | 0.02% | +3,300 | New |
| Vestcor Inc | 3,391 | $211.0K | 0.01% | −415−10.9% | Reduced |
| Parallel Advisors, LLC | 3,349 | $208.0K | 0.01% | −1,553−31.7% | Reduced |
| IMA Wealth, Inc. | 3,289 | $205.0K | 0.05% | 00.0% | Unchanged |
| Phoenix Wealth Advisors | 3,250 | $202.0K | 0.15% | +4+0.1% | Added |
| Ameritas Investment Partners, Inc. | 3,141 | $195.0K | 0.01% | 00.0% | Unchanged |
| Kepos Capital LP | 3,098 | $193.0K | 0.01% | −541−14.9% | Reduced |
| Longfellow Investment Management Co LLC | 2,903 | $181.0K | 0.03% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 2,800 | $174.0K | 0.05% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 2,664 | $166.0K | 0.02% | 00.0% | Unchanged |
| Bedel Financial Consulting, Inc. | 2,640 | $164.0K | 0.06% | 00.0% | Unchanged |
| Agf Investments Inc. | 2,600 | $162.0K | 0.00% | −310−10.7% | Reduced |
| Manchester Capital Management LLC | 2,434 | $151.0K | 0.02% | +17+0.7% | Added |
| Point72 Hong Kong Ltd | 2,367 | $147.0K | 0.01% | −5,119−68.4% | Reduced |
| Deseret Mutual Benefit Administrators | 2,338 | $145.0K | 0.03% | −602−20.5% | Reduced |
| Whittier Trust Co | 2,311 | $144.0K | 0.00% | 00.0% | Unchanged |
| Hudock, Inc. | 2,182 | $135.0K | 0.04% | 00.0% | Unchanged |
| Sentry Investment Management LLC | 2,033 | $126.0K | 0.04% | −297−12.7% | Reduced |
| Kelly Financial Services LLC | 2,000 | $124.4K | 0.07% | −117,885−98.3% | Reduced |
| 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 |
| 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 |
| Johnson Midwest Financial, LLC | 1,605 | $100.0K | 0.08% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 1,569 | $98.0K | 0.01% | −355−18.5% | Reduced |
| Rockefeller Capital Management L.P. | 1,553 | $96.0K | 0.00% | +488+45.8% | Added |
| 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 |
| American Portfolios Advisors | 1,453 | $90.4K | 0.00% | −1,143−44.0% | Reduced |
| Signaturefd, LLC | 1,301 | $81.0K | 0.00% | +171+15.1% | Added |
| 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 |
| American State Bank (Iowa) | 1,196 | $74.4K | 0.06% | 00.0% | Unchanged |
| Proequities, Inc. | 1,191 | $74.0K | 0.00% | +121+11.3% | Added |
| Larson Financial Group LLC | 1,157 | $72.0K | 0.01% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 1,128 | $70.0K | 0.01% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 1,085 | $67.0K | 0.08% | −199−15.5% | Reduced |
| 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 |
| HM Payson & Co | 1,025 | $64.0K | 0.00% | 00.0% | Unchanged |
| Covington Capital Management | 1,025 | $64.0K | 0.00% | 00.0% | Unchanged |
| Capstone Investment Advisors, LLC | 1,011 | $63.0K | 0.00% | +1,011 | New |
| 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 |
| State of Wyoming | 977 | $61.0K | 0.04% | −43−4.2% | Reduced |
| Mondrian Investment Partners LTD | 966 | $60.0K | 0.00% | 00.0% | Unchanged |
| Consolidated Planning Corp | 945 | $59.0K | 0.04% | +945 | New |
| Smithfield Trust Co | 924 | $58.0K | 0.00% | 00.0% | Unchanged |
| 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 |
| City Holding Co | 895 | $56.0K | 0.01% | −10−1.1% | Reduced |
| Pinnacle Bancorp, Inc. | 881 | $55.0K | 0.02% | −28−3.1% | Reduced |
| RWM Asset Management, LLC | 870 | $54.0K | 0.01% | +870 | New |
| Jones Financial Companies LLLP | 860 | $53.0K | 0.00% | −167−16.3% | Reduced |
| Delta Asset Management LLC | 780 | $49.0K | 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 |
| Whittier Trust Co of Nevada Inc | 716 | $45.0K | 0.00% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 682 | $42.0K | 0.00% | +1+0.1% | Added |
| West Financial Advisors, LLC | 681 | $42.0K | 0.01% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 660 | $41.0K | 0.05% | +660 | New |
| Heritage Wealth Advisors | 658 | $40.9K | 0.00% | −290−30.6% | Reduced |
| Washington Trust Co | 647 | $40.0K | 0.00% | +349+117.1% | Added |
| 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 |
| Independence Bank of Kentucky | 556 | $35.0K | 0.02% | 00.0% | Unchanged |