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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, Q4 2021

Institutional positions in Evergy, Inc. as of Dec 31, 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
633
+49 vs. Q3 2021
Shares held
200.4M
+3.00M (+1.5%) vs. Q3 2021
Total value
$13.7B
+$1.47B (+11.9%) vs. Q3 2021
New holders
97
224 more added
Sold out
48
190 more reduced

9 institutions that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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.

Institutional holdersQ4 2021: 633 institutions
Q1 2021: 586 institutionsQ2 2021: 581 institutionsQ3 2021: 593 institutionsQ4 2021: 633 institutionsQ1 2022: 641 institutionsQ2 2022: 640 institutionsQ3 2022: 651 institutionsQ4 2022: 686 institutionsQ1 2023: 654 institutionsQ2 2023: 664 institutionsQ3 2023: 663 institutionsQ4 2023: 706 institutionsQ1 2024: 693 institutionsQ2 2024: 702 institutionsQ3 2024: 722 institutionsQ4 2024: 776 institutionsQ1 2025: 821 institutionsQ2 2025: 821 institutionsQ3 2025: 854 institutionsQ4 2025: 925 institutionsQ1 2026: 924 institutionsQ2 2026: 948 institutions
Value heldQ4 2021: $13.7B
Q1 2021: $11.3BQ2 2021: $11.9BQ3 2021: $12.3BQ4 2021: $13.7BQ1 2022: $13.0BQ2 2022: $12.5BQ3 2022: $11.4BQ4 2022: $12.0BQ1 2023: $11.8BQ2 2023: $11.1BQ3 2023: $9.73BQ4 2023: $10.5BQ1 2024: $10.4BQ2 2024: $10.4BQ3 2024: $12.3BQ4 2024: $12.5BQ1 2025: $13.9BQ2 2025: $14.3BQ3 2025: $16.3BQ4 2025: $15.4BQ1 2026: $17.6BQ2 2026: $18.8B
Institutions holding EVRG and their total value by quarter
QuarterHoldersValue
Q2 2026948$18.8B
Q1 2026924$17.6B
Q4 2025925$15.4B
Q3 2025854$16.3B
Q2 2025821$14.3B
Q1 2025821$13.9B
Q4 2024776$12.5B
Q3 2024722$12.3B
Q2 2024702$10.4B
Q1 2024693$10.4B
Q4 2023706$10.5B
Q3 2023663$9.73B
Q2 2023664$11.1B
Q1 2023654$11.8B
Q4 2022686$12.0B
Q3 2022651$11.4B
Q2 2022640$12.5B
Q1 2022641$13.0B
Q4 2021633$13.7B
Q3 2021593$12.3B
Q2 2021581$11.9B
Q1 2021586$11.3B

Institutions, Q4 2021

Shares, value and share of portfolio for each institution holding Evergy, Inc.; share changes are against Q3 2021.

Institutions holding EVRG in Q4 2021
InstitutionSharesValue% of portfolioChange in sharesAction
SOA Wealth Advisors, LLC.8$00.00%00.0%Unchanged
Fieldpoint Private Securities, LLC11$1.00K0.00%00.0%Unchanged
Carolinas Wealth Consulting LLC12$1.00K0.00%00.0%Unchanged
Westside Investment Management, Inc.15$1.00K0.00%00.0%Unchanged
Lenox Wealth Advisors, LLC8$1.00K0.00%00.0%Unchanged
Trustcore Financial Services, LLC17$1.00K0.00%+17New
Schubert & Co16$1.00K0.00%+16New
Snowden Capital Advisors LLC15$1.00K0.00%+15New
Manchester Capital Management LLC35$2.00K0.00%−2,399−98.6%Reduced
Edge Wealth Management LLC25$2.00K0.00%00.0%Unchanged
Retirement Group, LLC34$2.00K0.00%00.0%Unchanged
MV Capital Management, Inc.22$2.00K0.00%00.0%Unchanged
Amplius Wealth Advisors, LLC41$2.00K0.00%+41New
Hartford Financial Management Inc.44$3.00K0.00%00.0%Unchanged
Financial Management Professionals, Inc.42$3.00K0.00%00.0%Unchanged
JFS Wealth Advisors, LLC41$3.00K0.00%+41New
JJJ Advisors Inc.64$4.00K0.00%−18−22.0%Reduced
Benjamin F. Edwards & Company, Inc.64$4.00K0.00%00.0%Unchanged
CNB Bank63$4.00K0.00%00.0%Unchanged
Wolff Wiese Magana LLC64$4.00K0.00%00.0%Unchanged
Corsicana & Co.59$4.00K0.00%00.0%Unchanged
PFG Private Wealth Management, LLC56$4.00K0.00%00.0%Unchanged
Bell Investment Advisors, Inc56$4.00K0.00%00.0%Unchanged
Federation des caisses Desjardins du Quebec71$4.87K0.00%00.0%Unchanged
Prestige Wealth Management Group LLC78$5.00K0.00%−300−79.4%Reduced
JNBA Financial Advisors73$5.00K0.00%00.0%Unchanged
Tarbox Family Office, Inc.75$5.00K0.00%+2+2.7%Added
Capital Analysts, LLC73$5.00K0.00%00.0%Unchanged
Professional Financial Advisors, LLC68$5.00K0.00%00.0%Unchanged
IronBridge Private Wealth, LLC70$5.00K0.00%00.0%Unchanged
TD Ameritrade Investment Management, LLC80$5.00K0.00%+23+40.4%Added
Alaska Permanent Fund Corp73$5.00K0.00%+73New
EverSource Wealth Advisors, LLC70$5.00K0.00%+70New
TAP Consulting, LLC72$5.00K0.00%+72New
Retirement Planning Co of New England, Inc.85$5.00K0.00%+85New
C M Bidwell & Associates Ltd92$6.00K0.00%00.0%Unchanged
Avion Wealth91$6.00K0.00%00.0%Unchanged
Gables Capital Management Inc.100$7.00K0.00%00.0%Unchanged
Carroll Financial Associates, Inc.110$7.00K0.00%+26+31.0%Added
Hexagon Capital Partners LLC106$7.00K0.00%+106New
Robbins Farley LLC101$7.00K0.01%+101New
FourThought Financial, LLC119$8.00K0.00%−60−33.5%Reduced
TSFG, LLC113$8.00K0.00%+84+289.7%Added
Northwest Investment Counselors, LLC119$8.00K0.00%+119New
Clearview Wealth Advisors LLC150$10.0K0.01%−900−85.7%Reduced
Investors Research Corp145$10.0K0.00%00.0%Unchanged
Clearstead Advisors, LLC161$11.0K0.00%−54−25.1%Reduced
Tradewinds Capital Management, LLC157$11.0K0.00%−60−27.6%Reduced
Coastal Capital Group, Inc.155$11.0K0.00%+1+0.6%Added
Glassman Wealth Services160$11.0K0.00%+15+10.3%Added
Concord Wealth Partners160$11.0K0.00%+135+540.0%Added
Capital Advisors, Ltd. LLC156$11.0K0.00%+156New
Stonebridge Capital Advisors LLC165$11.0K0.00%+165New
Sutton Wealth Advisors Inc.161$11.0K0.00%00.0%Unchanged
Earnest Partners LLC174$12.0K0.00%00.0%Unchanged
Sugarloaf Wealth Management, LLC176$12.0K0.00%00.0%Unchanged
Versant Capital Management, Inc174$12.0K0.00%−5−2.8%Reduced
Baystate Wealth Management LLC185$13.0K0.00%+1+0.5%Added
Accel Wealth Management184$13.0K0.01%+1+0.5%Added
Eagle Bay Advisors LLC207$14.0K0.01%−775−78.9%Reduced
BerganKDV Wealth Management, LLC200$14.0K0.00%+169+545.2%Added
Caldwell Trust Co211$14.5K0.00%00.0%Unchanged
Column Capital Advisors, LLC221$15.0K0.00%+21+10.5%Added
Asset Dedication, LLC239$16.0K0.00%00.0%Unchanged
Evermay Wealth Management LLC230$16.0K0.00%00.0%Unchanged
Selective Wealth Management, Inc.226$16.0K0.01%00.0%Unchanged
Missouri Trust & Investment Co226$16.0K0.01%+226New
Acadian Asset Management LLC260$17.0K0.00%00.0%Unchanged
Assetmark, Inc253$17.0K0.00%+253New
Country Trust Bank262$18.0K0.00%−148−36.1%Reduced
Focused Wealth Management, Inc256$18.0K0.00%+2+0.8%Added
Kings Point Capital Management269$18.0K0.00%+269New
Lindbrook Capital, LLC291$20.0K0.00%+182+167.0%Added
Tortoise Investment Management, LLC312$21.0K0.00%00.0%Unchanged
Ellevest, Inc.299$21.0K0.00%00.0%Unchanged
TCI Wealth Advisors, Inc.321$22.0K0.00%−15−4.5%Reduced
North Star Investment Management Corp.327$22.0K0.00%00.0%Unchanged
Ellis Investment Partners, LLC328$22.0K0.01%00.0%Unchanged
Raffa Wealth Management, LLC332$22.8K0.01%00.0%Unchanged
Achmea Investment Management B.V.331$23.0K0.00%00.0%Unchanged
Burleson & Company, LLC330$23.0K0.00%00.0%Unchanged
First Bank & Trust344$24.0K0.01%00.0%Unchanged
Parkside Financial Bank & Trust348$24.0K0.01%+105+43.2%Added
Gemmer Asset Management LLC366$25.0K0.00%00.0%Unchanged
FSB Premier Wealth Management, Inc.406$27.0K0.01%+406New
Tevis Investment Management379$27.0K0.02%+379New
John W. Brooker & Co., CPAs412$28.0K0.01%00.0%Unchanged
Klaas Financial Asset Advisors, LLC412$28.0K0.01%+4+1.0%Added
Freedman Financial Associates, Inc.424$29.0K0.02%00.0%Unchanged
Cambridge Trust Co427$29.0K0.00%+427New
Koshinski Asset Management, Inc.436$29.9K0.00%00.0%Unchanged
Harbour Investments, Inc.461$32.0K0.00%−3,751−89.1%Reduced
Cutler Group LP473$32.0K0.00%00.0%Unchanged
FinTrust Capital Advisors, LLC473$32.0K0.01%00.0%Unchanged
Truvestments Capital LLC466$32.0K0.02%+4+0.9%Added
Carolina Wealth Advisors, LLC478$33.0K0.02%00.0%Unchanged
Motco499$34.0K0.00%00.0%Unchanged
PSI Advisors, LLC500$34.0K0.01%00.0%Unchanged
Financial Avengers, Inc.494$34.0K0.02%+4+0.8%Added
Mark Sheptoff Financial Planning, LLC538$37.0K0.02%00.0%Unchanged