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.
| 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, Q4 2021
Shares, value and share of portfolio for each institution holding Evergy, Inc.; share changes are against Q3 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| TD Waterhouse Canada Inc. | 546 | $37.1K | 0.00% | +546 | New |
| Independence Bank of Kentucky | 556 | $38.0K | 0.02% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 550 | $38.0K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 571 | $39.0K | 0.00% | −145−20.3% | Reduced |
| Tucker Asset Management LLC | 590 | $40.4K | 0.01% | +108+22.4% | Added |
| M&R Capital Management Inc | 610 | $41.0K | 0.01% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 598 | $41.0K | 0.02% | 00.0% | Unchanged |
| Key Financial Inc | 598 | $41.0K | 0.02% | 00.0% | Unchanged |
| Zullo Investment Group, Inc. | 600 | $41.0K | 0.02% | +600 | New |
| Dividend Assets Capital, LLC | 617 | $42.0K | 0.01% | −300−32.7% | Reduced |
| Mechanics Financial Corp | 620 | $43.0K | 0.02% | +620 | New |
| Washington Trust Co | 647 | $44.0K | 0.00% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 660 | $45.0K | 0.05% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 658 | $45.0K | 0.00% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 681 | $47.0K | 0.00% | −1−0.1% | Reduced |
| West Financial Advisors, LLC | 681 | $47.0K | 0.01% | 00.0% | Unchanged |
| Private Capital Group, LLC | 688 | $47.0K | 0.01% | +418+154.8% | Added |
| Vigilant Capital Management, LLC | 700 | $48.0K | 0.00% | −74−9.6% | Reduced |
| Beaird Harris Wealth Management, LLC | 700 | $48.0K | 0.02% | +700 | New |
| Mystic Asset Management, Inc. | 777 | $53.0K | 0.03% | +777 | New |
| Delta Asset Management LLC | 780 | $54.0K | 0.00% | 00.0% | Unchanged |
| City State Bank | 808 | $55.0K | 0.03% | +808 | New |
| City Holding Co | 895 | $56.0K | 0.01% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 863 | $59.0K | 0.01% | +87+11.2% | Added |
| Pinnacle Bancorp, Inc. | 881 | $60.0K | 0.02% | 00.0% | Unchanged |
| Aquatic Capital Management LLC | 900 | $62.0K | 0.12% | +900 | New |
| Smithfield Trust Co | 924 | $63.0K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 918 | $63.0K | 0.00% | 00.0% | Unchanged |
| Altshuler Shaham Ltd | 943 | $65.0K | 0.00% | +943 | New |
| Mondrian Investment Partners LTD | 966 | $66.0K | 0.00% | 00.0% | Unchanged |
| Widmann Financial Services, Inc. | 1,000 | $68.0K | 0.06% | +1,000 | New |
| Covestor Ltd | 988 | $68.0K | 0.10% | +988 | New |
| Rockefeller Capital Management L.P. | 1,007 | $69.0K | 0.00% | −546−35.2% | Reduced |
| First Financial Corp | 1,000 | $69.0K | 0.04% | 00.0% | Unchanged |
| Montag A & Associates Inc | 1,000 | $69.0K | 0.00% | 00.0% | Unchanged |
| Tompkins Financial Corp | 1,000 | $69.0K | 0.01% | 00.0% | Unchanged |
| Paragon Capital Management Ltd | 1,000 | $69.0K | 0.01% | +1,000 | New |
| HM Payson & Co | 1,025 | $70.0K | 0.00% | 00.0% | Unchanged |
| Covington Capital Management | 1,025 | $70.0K | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 1,056 | $72.0K | 0.03% | +79+8.1% | Added |
| Rocky Mountain Advisers, LLC | 1,085 | $74.0K | 0.08% | 00.0% | Unchanged |
| RWM Asset Management, LLC | 1,081 | $74.0K | 0.01% | +211+24.3% | Added |
| Farmers & Merchants Investments Inc | 1,103 | $76.0K | 0.00% | −100−8.3% | Reduced |
| Larson Financial Group LLC | 1,157 | $79.0K | 0.01% | 00.0% | Unchanged |
| Sargent Bickham Lagudis LLC | 1,199 | $82.0K | 0.01% | 00.0% | Unchanged |
| American State Bank (Iowa) | 1,196 | $82.1K | 0.06% | 00.0% | Unchanged |
| Bessemer Group Inc | 1,205 | $83.0K | 0.00% | −3−0.2% | Reduced |
| Signaturefd, LLC | 1,221 | $84.0K | 0.00% | −80−6.1% | Reduced |
| Fulcrum Asset Management LLP | – | $88.0K | 0.04% | – | New |
| Skandinaviska Enskilda Banken AB (publ) | 1,306 | $89.0K | 0.00% | +1,306 | New |
| CoreCap Advisors, LLC | 1,295 | $89.0K | 0.01% | +1,295 | New |
| Kepos Capital LP | 1,353 | $93.0K | 0.01% | −1,745−56.3% | Reduced |
| GPS Wealth Strategies Group, LLC | 1,388 | $95.0K | 0.02% | −75−5.1% | Reduced |
| Credit Agricole S A | 1,398 | $96.0K | 0.00% | +1,398 | New |
| Quent Capital, LLC | 1,431 | $98.0K | 0.02% | +1,431 | New |
| First Horizon Advisors, Inc. | 1,464 | $99.0K | 0.00% | −5−0.3% | Reduced |
| American Portfolios Advisors | 1,461 | $100.2K | 0.00% | +8+0.6% | Added |
| Quadrant Capital Group LLC | 1,582 | $109.0K | 0.01% | −51−3.1% | Reduced |
| First Command Bank | 1,815 | $112.0K | 0.02% | 00.0% | Unchanged |
| Allworth Financial LP | 1,649 | $113.0K | 0.00% | +6+0.4% | Added |
| Comprehensive Financial Consultants Institutional, Inc. | 1,928 | $120.0K | 0.08% | +1,928 | New |
| First Command Financial Services, Inc. | 1,815 | $124.0K | 0.02% | 00.0% | Unchanged |
| Johnson Midwest Financial, LLC | 1,867 | $128.0K | 0.10% | +262+16.3% | Added |
| Trust Co of Vermont | 2,000 | $137.0K | 0.01% | +2,000 | New |
| Kelly Financial Services LLC | 2,017 | $138.4K | 0.06% | +17+0.9% | Added |
| Hudock, Inc. | 2,182 | $149.0K | 0.04% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 2,194 | $151.0K | 0.01% | +625+39.8% | Added |
| Deseret Mutual Benefit Administrators | 2,338 | $160.0K | 0.03% | 00.0% | Unchanged |
| Whittier Trust Co | 2,379 | $163.0K | 0.00% | +68+2.9% | Added |
| Sentry Investment Management LLC | 2,556 | $175.0K | 0.05% | +523+25.7% | Added |
| SRS Capital Advisors, Inc. | 2,664 | $183.0K | 0.02% | 00.0% | Unchanged |
| Dixon Hughes Goodman Wealth Advisors LLC | 2,669 | $183.0K | 0.06% | +2,669 | New |
| Riggs Asset Managment Co. Inc. | 2,800 | $192.0K | 0.05% | 00.0% | Unchanged |
| Vestcor Inc | 2,830 | $194.0K | 0.01% | −561−16.5% | Reduced |
| Geneos Wealth Management Inc. | 2,889 | $198.0K | 0.01% | −2,145−42.6% | Reduced |
| Longfellow Investment Management Co LLC | 2,903 | $200.0K | 0.03% | 00.0% | Unchanged |
| Dakota Wealth Management | 2,932 | $201.0K | 0.02% | +2,932 | New |
| Nova R Wealth, Inc. | 2,928 | $201.0K | 0.16% | +2,928 | New |
| Checchi Capital Advisers, LLC | 2,943 | $202.0K | 0.02% | +2,943 | New |
| Ameritas Advisory Services, LLC | 2,961 | $203.0K | 0.01% | +2,961 | New |
| Castleview Partners, LLC | 13,996 | $204.0K | 0.00% | +13,996 | New |
| Ifrah Financial Services, Inc. | 3,027 | $208.0K | 0.06% | +3,027 | New |
| Dorsey & Whitney Trust CO LLC | 3,080 | $210.0K | 0.02% | +3,080 | New |
| CAPROCK Group, Inc. | 3,055 | $210.0K | 0.02% | +3,055 | New |
| Marcum Wealth, LLC | 3,070 | $211.0K | 0.03% | +3,070 | New |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 3,090 | $212.0K | 0.01% | −1,735−36.0% | Reduced |
| Cetera Advisors LLC | 3,126 | $214.0K | 0.00% | −525−14.4% | Reduced |
| Royal Fund Management, LLC | 3,129 | $214.0K | 0.03% | +3,129 | New |
| Ameritas Investment Partners, Inc. | 3,141 | $216.0K | 0.01% | 00.0% | Unchanged |
| Soltis Investment Advisors LLC | 3,171 | $218.0K | 0.03% | +3,171 | New |
| Compass Financial Advisors LLC | 3,201 | $220.0K | 0.24% | +3,201 | New |
| Wrapmanager Inc | 3,253 | $223.0K | 0.06% | +3,253 | New |
| Parallel Advisors, LLC | 3,266 | $224.0K | 0.01% | −83−2.5% | Reduced |
| Pensionmark Financial Group, LLC | 3,558 | $225.0K | 0.05% | 00.0% | Unchanged |
| Transcend Wealth Collective, LLC | 3,300 | $226.0K | 0.02% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 3,289 | $226.0K | 0.05% | 00.0% | Unchanged |
| MAI Capital Management | 3,329 | $228.0K | 0.00% | +3,329 | New |
| Empirical Finance, LLC | 3,316 | $228.0K | 0.03% | +3,316 | New |
| Advisor Partners LLC | 3,369 | $232.0K | 0.01% | +3,369 | New |
| Arete Wealth Advisors, LLC | 3,433 | $234.0K | 0.02% | +3,433 | New |