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 |
|---|---|---|---|---|---|
| Cornell Pochily Investment Advisors, Inc. | 3,416 | $234.0K | 0.09% | +3,416 | New |
| Proequities, Inc. | 3,427 | $235.0K | 0.01% | +2,236+187.7% | Added |
| Bokf, NA | 3,427 | $235.0K | 0.00% | +3,427 | New |
| Sunbelt Securities, Inc. | 3,659 | $239.0K | 0.04% | +290+8.6% | Added |
| Walter & Keenan Financial Consulting Co | 3,500 | $240.0K | 0.08% | 00.0% | Unchanged |
| Bailard, Inc. | 3,509 | $241.0K | 0.01% | +16+0.5% | Added |
| B. Metzler seel. Sohn & Co. AG | 3,644 | $249.0K | 0.00% | +3,644 | New |
| Sound Income Strategies, LLC | 3,674 | $252.0K | 0.03% | 00.0% | Unchanged |
| Qtron Investments LLC | 3,688 | $253.0K | 0.06% | −3,812−50.8% | Reduced |
| Raleigh Capital Management Inc. | 3,735 | $256.0K | 0.26% | +3,735 | New |
| Federated Hermes, Inc. | 3,761 | $258.0K | 0.00% | −38−1.0% | Reduced |
| Independent Advisor Alliance | 3,778 | $259.0K | 0.01% | −225−5.6% | Reduced |
| Huntington National Bank | 3,795 | $260.0K | 0.00% | +10.0% | Added |
| Cetera Investment Advisers | 3,793 | $260.0K | 0.00% | +86+2.3% | Added |
| IBM Retirement Fund | 3,797 | $261.0K | 0.03% | −2,794−42.4% | Reduced |
| Waters Parkerson & Co., LLC | 3,835 | $263.0K | 0.01% | 00.0% | Unchanged |
| Symmetry Partners, LLC | 3,872 | $266.0K | 0.02% | −1,085−21.9% | Reduced |
| Texas Yale Capital Corp. | 3,892 | $267.0K | 0.01% | 00.0% | Unchanged |
| IHT Wealth Management, LLC | 3,915 | $269.0K | 0.02% | +3+0.1% | Added |
| Cornerstone Wealth Management, LLC | 3,961 | $271.0K | 0.03% | −94−2.3% | Reduced |
| Equitable Holdings, Inc. | 3,949 | $271.0K | 0.00% | +3,949 | New |
| D.A. Davidson & Co. | 3,969 | $272.0K | 0.00% | +132+3.4% | Added |
| Anchor Investment Management, LLC | 4,000 | $274.4K | 0.03% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 4,017 | $276.0K | 0.01% | −123−3.0% | Reduced |
| Glassy Mountain Advisors, Inc. | 4,105 | $282.0K | 0.15% | +4,105 | New |
| Evoke Wealth, LLC | 4,134 | $284.0K | 0.01% | +40+1.0% | Added |
| Dark Forest Capital Management LP | 4,160 | $285.0K | 0.11% | −6,275−60.1% | Reduced |
| Ashfield Capital Partners, LLC | 4,172 | $286.0K | 0.02% | −900−17.7% | Reduced |
| Woodward Diversified Capital, LLC | 4,180 | $287.0K | 0.17% | +4,180 | New |
| United Capital Financial Advisers, LLC | 4,195 | $288.0K | 0.00% | −335−7.4% | Reduced |
| Calton & Associates, Inc. | 4,207 | $288.0K | 0.08% | +42+1.0% | Added |
| Lido Advisors, LLC | 4,223 | $289.0K | 0.01% | −191−4.3% | Reduced |
| United Capital Management of KS, Inc. | 4,291 | $294.0K | 0.11% | −547−11.3% | Reduced |
| Fifth Third Bancorp | 4,335 | $297.0K | 0.00% | +602+16.1% | Added |
| Jones Financial Companies LLLP | 4,420 | $303.0K | 0.00% | +3,560+414.0% | Added |
| Boothbay Fund Management, LLC | 4,442 | $305.0K | 0.01% | +4,442 | New |
| Laurel Wealth Advisors, Inc. | 4,452 | $306.0K | 0.02% | +4,452 | New |
| Spire Wealth Management | 4,520 | $310.0K | 0.01% | +3,468+329.7% | Added |
| Eqis Capital Management, Inc. | 4,531 | $311.0K | 0.02% | +34+0.8% | Added |
| Brookstone Capital Management | 4,709 | $318.0K | 0.01% | +44+0.9% | Added |
| People's United Financial, Inc. | 4,685 | $321.0K | 0.01% | −1,154−19.8% | Reduced |
| Townsend & Associates, Inc | 4,882 | $321.0K | 0.18% | +41+0.8% | Added |
| MainStreet Investment Advisors LLC | 4,680 | $322.0K | 0.03% | −154−3.2% | Reduced |
| CIBC World Markets Inc. | 4,710 | $323.0K | 0.00% | −30−0.6% | Reduced |
| Johnson Investment Counsel Inc | 4,743 | $325.0K | 0.00% | −58−1.2% | Reduced |
| Virtue Capital Management, LLC | 4,794 | $329.0K | 0.05% | +4,794 | New |
| GWM Advisors LLC | 4,841 | $332.0K | 0.01% | +4,841 | New |
| Gilbert & Cook, Inc. | 4,845 | $332.0K | 0.05% | +4,845 | New |
| Tocqueville Asset Management L.P. | 4,900 | $336.0K | 0.00% | 00.0% | Unchanged |
| Murphy Capital Management Inc | 4,934 | $338.0K | 0.04% | −48−1.0% | Reduced |
| Good Life Advisors, LLC | 4,956 | $340.0K | 0.04% | 00.0% | Unchanged |
| Veritable, L.P. | 5,006 | $343.0K | 0.01% | −6−0.1% | Reduced |
| Banque Pictet & Cie SA | 5,049 | $346.0K | 0.00% | +5,049 | New |
| Horizon Investment Services, LLC | 5,113 | $351.0K | 0.16% | −8−0.2% | Reduced |
| William Allan, LLC | 5,135 | $352.0K | 0.25% | +5,135 | New |
| Cigna Investments Inc | 5,156 | $353.0K | 0.03% | −1,800−25.9% | Reduced |
| Bedel Financial Consulting, Inc. | 5,152 | $354.0K | 0.11% | +2,512+95.2% | Added |
| Agf Investments Inc. | 5,236 | $359.0K | 0.00% | +2,636+101.4% | Added |
| Horizon Investments, LLC | 5,350 | $367.0K | 0.01% | +1,812+51.2% | Added |
| Schulhoff & Co Inc | 5,500 | $377.0K | 0.16% | 00.0% | Unchanged |
| Krane Funds Advisors LLC | 5,545 | $380.0K | 0.01% | −508−8.4% | Reduced |
| Resources Investment Advisors, LLC. | 5,546 | $380.0K | 0.01% | +39+0.7% | Added |
| Rafferty Asset Management, LLC | 5,560 | $381.0K | 0.00% | −2,520−31.2% | Reduced |
| IFP Advisors, Inc | 5,679 | $390.0K | 0.01% | +227+4.2% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 5,741 | $393.0K | 0.01% | +122+2.2% | Added |
| Jackson Creek Investment Advisors LLC | 5,730 | $393.0K | 0.14% | +2,247+64.5% | Added |
| Advisory Services Network, LLC | 5,822 | $400.0K | 0.01% | +599+11.5% | Added |
| Polar Asset Management Partners Inc. | 5,860 | $402.0K | 0.00% | −1,487−20.2% | Reduced |
| Regentatlantic Capital LLC | 6,072 | $417.0K | 0.01% | −577−8.7% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 6,081 | $417.0K | 0.04% | −98−1.6% | Reduced |
| American National Registered Investment Advisor, Inc. | 6,097 | $418.0K | 0.14% | −20.0% | Reduced |
| Central Trust Co | 6,124 | $420.0K | 0.01% | 00.0% | Unchanged |
| Adamsbrown Wealth Consultants LLC | 6,128 | $420.0K | 0.38% | +6,128 | New |
| Chicago Partners Investment Group LLC | 6,832 | $423.0K | 0.03% | +24+0.4% | Added |
| Hancock Whitney Investment Services Inc. | 6,214 | $426.0K | 0.07% | +6,214 | New |
| KCM Investment Advisors LLC | 6,267 | $430.0K | 0.01% | +1,248+24.9% | Added |
| Change Path, LLC | 6,306 | $433.0K | 0.02% | −13−0.2% | Reduced |
| Kestra Advisory Services, LLC | 6,422 | $441.0K | 0.00% | +786+13.9% | Added |
| Waterfront Wealth Inc. | 6,441 | $442.0K | 0.17% | 00.0% | Unchanged |
| John G Ullman & Associates Inc | 6,499 | $446.0K | 0.06% | 00.0% | Unchanged |
| Capital Asset Advisory Services LLC | 6,511 | $447.0K | 0.05% | +6,511 | New |
| Kornitzer Capital Management Inc | 6,579 | $451.0K | 0.01% | 00.0% | Unchanged |
| Amica Retiree Medical Trust | 6,689 | $459.0K | 0.39% | −1,261−15.9% | Reduced |
| Smith, Moore & Co. | 6,703 | $460.0K | 0.06% | +109+1.7% | Added |
| Cresset Asset Management, LLC | 6,775 | $464.0K | 0.00% | +2,799+70.4% | Added |
| Los Angeles Capital Management LLC | 6,780 | $465.0K | 0.00% | +1,655+32.3% | Added |
| Ci Investments Inc. | 6,786 | $466.0K | 0.00% | +6,758+24,135.7% | Added |
| Trust Co | 6,892 | $473.0K | 0.11% | 00.0% | Unchanged |
| Trust Co of Kansas | 6,902 | $474.0K | 0.25% | −1,371−16.6% | Reduced |
| Bank of Nova Scotia | 6,936 | $476.0K | 0.00% | −220−3.1% | Reduced |
| Intrust Bank NA | 6,964 | $478.0K | 0.06% | +1,649+31.0% | Added |
| Avantax Advisory Services, Inc. | 7,111 | $488.0K | 0.01% | +347+5.1% | Added |
| Wealth Alliance Advisory Group, LLC | 7,221 | $495.0K | 0.22% | −115−1.6% | Reduced |
| Alethea Capital Management, LLC | 7,219 | $495.0K | 0.43% | +7,219 | New |
| Caxton Associates LP | 7,238 | $497.0K | 0.06% | +7,238 | New |
| Banque Cantonale Vaudoise | 7,300 | $501.0K | 0.02% | +7,300 | New |
| Regions Financial Corp | 7,374 | $506.0K | 0.00% | 00.0% | Unchanged |
| AXA S.A. | 7,400 | $508.0K | 0.00% | +3,500+89.7% | Added |
| Jeppson Wealth Management, LLC | 7,435 | $510.0K | 0.25% | 00.0% | Unchanged |
| Raymond James Trust N.A. | 7,462 | $512.0K | 0.02% | +1,518+25.5% | Added |