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 |
|---|---|---|---|---|---|
| Advisors Asset Management, Inc. | 7,488 | $513.8K | 0.01% | +1,512+25.3% | Added |
| Engineers Gate Manager LP | 7,671 | $526.0K | 0.02% | −4,399−36.4% | Reduced |
| Country Club Trust Company, n.a. | 7,680 | $526.0K | 0.04% | +2,295+42.6% | Added |
| Oak Thistle LLC | 7,752 | $531.0K | 0.41% | +7,752 | New |
| Cypress Capital Group | 7,763 | $533.0K | 0.07% | +357+4.8% | Added |
| JustInvest LLC | 7,846 | $538.0K | 0.03% | +1,315+20.1% | Added |
| Wade G W & Inc | 7,871 | $540.0K | 0.02% | +10+0.1% | Added |
| American National Insurance Co | 7,965 | $546.0K | 0.12% | −45,180−85.0% | Reduced |
| Nicolet Bankshares Inc | 8,000 | $549.0K | 0.12% | 00.0% | Unchanged |
| Garner Asset Management Corp | 8,034 | $551.0K | 0.23% | −118−1.4% | Reduced |
| CIBC World Markets Corp | 8,173 | $561.0K | 0.00% | −4,753−36.8% | Reduced |
| Steward Partners Investment Advisory, LLC | 8,197 | $562.0K | 0.01% | +78+1.0% | Added |
| Balyasny Asset Management LLC | 8,214 | $564.0K | 0.00% | −54,371−86.9% | Reduced |
| Man Group plc | 8,403 | $577.0K | 0.00% | +4,803+133.4% | Added |
| CWM Advisors, LLC | 8,424 | $578.0K | 0.07% | +2,886+52.1% | Added |
| Naples Global Advisors, LLC | 8,454 | $580.0K | 0.07% | −250−2.9% | Reduced |
| Janney Montgomery Scott LLC | 8,660 | $594.0K | 0.00% | +1,767+25.6% | Added |
| Legg Mason Asset Management (Japan) Co., Ltd. | 8,674 | $595.0K | 0.66% | −600−6.5% | Reduced |
| Mirador Capital Partners LP | 8,700 | $597.0K | 0.13% | +8,700 | New |
| Synovus Financial Corp | 8,841 | $607.0K | 0.01% | +2,293+35.0% | Added |
| Fairview Capital Investment Management, LLC | 9,000 | $617.0K | 0.04% | 00.0% | Unchanged |
| Moors & Cabot, Inc. | 9,090 | $624.0K | 0.04% | −150−1.6% | Reduced |
| Aevitas Wealth Management, Inc. | 9,088 | $624.0K | 0.37% | +22+0.2% | Added |
| Lion Street Advisors, LLC | 9,326 | $640.0K | 0.31% | +250+2.8% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 9,340 | $641.0K | 0.04% | +170+1.9% | Added |
| Cetera Advisor Networks LLC | 9,430 | $647.0K | 0.01% | −76−0.8% | Reduced |
| Gotham Asset Management, LLC | 9,633 | $661.0K | 0.02% | +9,633 | New |
| Profund Advisors LLC | 9,871 | $677.0K | 0.02% | +166+1.7% | Added |
| Shell Asset Management Co | 10,031 | $688.0K | 0.01% | −399−3.8% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 10,316 | $708.0K | 0.01% | −98−0.9% | Reduced |
| Mattern Wealth Management LLC | 10,619 | $729.0K | 0.21% | +9+0.1% | Added |
| KBC Group NV | 10,650 | $731.0K | 0.00% | −15,933−59.9% | Reduced |
| Dynamic Advisor Solutions LLC | 10,767 | $739.0K | 0.05% | −24−0.2% | Reduced |
| Ninepoint Partners LP | 11,309 | $776.0K | 0.28% | +662+6.2% | Added |
| Prospera Financial Services Inc | 11,323 | $777.0K | 0.03% | +330+3.0% | Added |
| Gibson Wealth Advisors LLC | 11,400 | $782.0K | 0.80% | +11,400 | New |
| CX Institutional | 11,513 | $790.0K | 0.06% | +57+0.5% | Added |
| Crossmark Global Holdings, Inc. | 11,710 | $803.0K | 0.02% | −30−0.3% | Reduced |
| Private Advisor Group, LLC | 11,707 | $804.0K | 0.01% | −3,475−22.9% | Reduced |
| Nordea Investment Management AB | 11,895 | $813.0K | 0.00% | 00.0% | Unchanged |
| ARGI Investment Services, LLC | 11,950 | $820.0K | 0.02% | −57,908−82.9% | Reduced |
| Blair William & Co | 11,965 | $821.0K | 0.00% | +1,547+14.8% | Added |
| AGF Investments LLC | 12,018 | $825.0K | 0.07% | +3,625+43.2% | Added |
| Walleye Trading LLC | 12,301 | $844.0K | 0.01% | +7,706+167.7% | Added |
| Bridgewater Associates, LP | 12,500 | $858.0K | 0.00% | +12,500 | New |
| Pacer Advisors, Inc. | 12,898 | $885.0K | 0.01% | −277−2.1% | Reduced |
| Daiwa Securities Group Inc. | 13,434 | $922.0K | 0.01% | +145+1.1% | Added |
| J.W. Cole Advisors, Inc. | 13,708 | $940.0K | 0.06% | +405+3.0% | Added |
| Polarity Investment Partners LP | 13,769 | $945.0K | 1.99% | +13,769 | New |
| Kentucky Retirement Systems | 13,886 | $953.0K | 0.04% | +62+0.4% | Added |
| Squarepoint Ops LLC | 13,887 | $953.0K | 0.00% | +9,414+210.5% | Added |
| The PNC Financial Services Group, Inc. | 14,019 | $962.0K | 0.00% | +18+0.1% | Added |
| New Mexico Educational Retirement Board | 14,050 | $964.0K | 0.03% | −1,000−6.6% | Reduced |
| Moody National Bank Trust Division | 14,102 | $968.0K | 0.03% | −41,407−74.6% | Reduced |
| Xponance, Inc. | 14,232 | $976.0K | 0.02% | +2,798+24.5% | Added |
| Louisiana State Employees Retirement System | 14,400 | $988.0K | 0.02% | +100+0.7% | Added |
| Twinbeech Capital LP | 14,422 | $989.0K | 0.06% | +14,422 | New |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 14,568 | $999.0K | 0.02% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 14,646 | $1.00M | 0.00% | +680+4.9% | Added |
| Edmonds Duncan Registered Investment Advisors, LLC | 15,588 | $1.01M | 0.30% | −277−1.7% | Reduced |
| Eaton Vance Management | 15,059 | $1.03M | 0.00% | +183+1.2% | Added |
| Mirae Asset Global Investments Co., Ltd. | 15,669 | $1.07M | 0.00% | +943+6.4% | Added |
| Paloma Partners Management Co | 16,145 | $1.11M | 0.04% | −14,829−47.9% | Reduced |
| Financial Partners Group, Inc | 17,111 | $1.11M | 0.24% | +915+5.6% | Added |
| Huber Capital Management LLC | 16,252 | $1.11M | 0.29% | 00.0% | Unchanged |
| Point72 Asset Management, L.P. | 16,844 | $1.16M | 0.01% | −44,545−72.6% | Reduced |
| Teachers Retirement System of the State of Kentucky | 16,899 | $1.16M | 0.01% | −1,363−7.5% | Reduced |
| Tower Research Capital LLC (TRC) | 17,093 | $1.17M | 0.02% | +6,640+63.5% | Added |
| Maryland State Retirement & Pension System | 17,360 | $1.19M | 0.03% | 00.0% | Unchanged |
| Verition Fund Management LLC | 17,444 | $1.20M | 0.02% | −10,579−37.8% | Reduced |
| Cubist Systematic Strategies, LLC | 17,729 | $1.22M | 0.01% | +2,636+17.5% | Added |
| SeaCrest Wealth Management, LLC | 17,953 | $1.23M | 0.14% | +78+0.4% | Added |
| Marshall Wace, LLP | 18,020 | $1.24M | 0.00% | +18,020 | New |
| Virginia Retirement Systems Et Al | 18,600 | $1.28M | 0.01% | 00.0% | Unchanged |
| Mariner, LLC | 18,736 | $1.28M | 0.01% | +368+2.0% | Added |
| Brookmont Capital Management | 18,781 | $1.29M | 0.68% | −669−3.4% | Reduced |
| Securian Asset Management, Inc | 18,792 | $1.29M | 0.02% | −192−1.0% | Reduced |
| First Republic Investment Management, Inc. | 19,140 | $1.31M | 0.00% | −40.0% | Reduced |
| Norinchukin Bank, The | 19,258 | $1.32M | 0.02% | −121−0.6% | Reduced |
| Hancock Whitney Corp | 19,443 | $1.33M | 0.04% | −288−1.5% | Reduced |
| Albion Financial Group | 20,220 | $1.39M | 0.11% | 00.0% | Unchanged |
| Retirement Planning Group | 20,804 | $1.43M | 0.14% | +1,860+9.8% | Added |
| DekaBank Deutsche Girozentrale | 21,210 | $1.46M | 0.00% | +3,995+23.2% | Added |
| CIBC Asset Management Inc | 21,650 | $1.49M | 0.01% | +911+4.4% | Added |
| National Pension Service | 22,123 | $1.52M | 0.00% | 00.0% | Unchanged |
| Midwest Wealth Management Inc. | 22,238 | $1.53M | 0.95% | +1,447+7.0% | Added |
| Jane Street Group, LLC | 22,639 | $1.55M | 0.00% | −55,162−70.9% | Reduced |
| Hartford Investment Management Co | 23,302 | $1.60M | 0.04% | +1,897+8.9% | Added |
| Sagefield Capital LP | 23,500 | $1.61M | 0.74% | +23,500 | New |
| Nissay Asset Management Corp | 24,498 | $1.68M | 0.01% | +746+3.1% | Added |
| Gofen & Glossberg LLC | 24,966 | $1.71M | 0.04% | −2,262−8.3% | Reduced |
| Keybank National Association | 25,058 | $1.72M | 0.01% | −278−1.1% | Reduced |
| CoreFirst Bank & Trust | 25,463 | $1.75M | 1.13% | −3,561−12.3% | Reduced |
| HighTower Advisors, LLC | 25,779 | $1.77M | 0.00% | +1,572+6.5% | Added |
| Canada Pension Plan Investment Board | 26,112 | $1.79M | 0.00% | −68,770−72.5% | Reduced |
| TD Private Client Wealth LLC | 26,179 | $1.80M | 0.07% | +18,705+250.3% | Added |
| Metropolitan Life Insurance Co | 26,194 | $1.80M | 0.02% | −760−2.8% | Reduced |
| Meritage Portfolio Management | 27,323 | $1.88M | 0.11% | −1,910−6.5% | Reduced |
| AE Wealth Management LLC | 27,463 | $1.88M | 0.01% | +3,228+13.3% | Added |
| Reilly Financial Advisors, LLC | 27,894 | $1.91M | 0.14% | +80+0.3% | Added |