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 |
|---|---|---|---|---|---|
| DuPont Capital Management Corp | 28,047 | $1.92M | 0.07% | −2,861−9.3% | Reduced |
| Clearbridge Investments, LLC | 28,084 | $1.93M | 0.00% | −50.0% | Reduced |
| Summit Global Investments | 28,149 | $1.93M | 0.12% | +285+1.0% | Added |
| Mackenzie Financial Corp | 28,580 | $1.96M | 0.00% | −4,849−14.5% | Reduced |
| IFM Investors Pty Ltd | 28,623 | $1.96M | 0.04% | −668−2.3% | Reduced |
| ING Groep NV | 29,928 | $2.05M | 0.02% | +10,677+55.5% | Added |
| MD Financial Management Inc. | 29,972 | $2.06M | 0.05% | +1,277+4.5% | Added |
| Seeyond | 30,206 | $2.07M | 0.19% | 00.0% | Unchanged |
| MML Investors Services, LLC | 30,539 | $2.10M | 0.02% | +30,539 | New |
| Exencial Wealth Advisors, LLC | 30,698 | $2.11M | 0.10% | +1,097+3.7% | Added |
| Virtus ETF Advisers LLC | 31,321 | $2.15M | 0.81% | +5,695+22.2% | Added |
| Texas Permanent School Fund | 31,627 | $2.17M | 0.03% | −3,797−10.7% | Reduced |
| Schroder Investment Management Group | 31,691 | $2.17M | 0.00% | +766+2.5% | Added |
| National Bank of Canada | 32,187 | $2.19M | 0.01% | +32,187 | New |
| Public Employees Retirement Association of Colorado | 32,375 | $2.22M | 0.01% | 00.0% | Unchanged |
| Jacobs Levy Equity Management, Inc | 33,596 | $2.31M | 0.02% | −21,072−38.5% | Reduced |
| WealthTrust Axiom LLC | 33,652 | $2.31M | 0.74% | −442−1.3% | Reduced |
| Baird Financial Group, Inc. | 33,851 | $2.32M | 0.01% | −373−1.1% | Reduced |
| Thrivent Financial for Lutherans | 34,235 | $2.35M | 0.00% | +1,227+3.7% | Added |
| Mackay Shields LLC | 34,301 | $2.35M | 0.02% | −830−2.4% | Reduced |
| Assenagon Asset Management S.A. | 36,100 | $2.48M | 0.01% | −17,465−32.6% | Reduced |
| Conning Inc. | 36,115 | $2.48M | 0.07% | +376+1.1% | Added |
| US Bancorp | 36,128 | $2.48M | 0.00% | −515−1.4% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 36,160 | $2.48M | 0.01% | −6,738−15.7% | Reduced |
| Guyasuta Investment Advisors Inc | 36,167 | $2.48M | 0.16% | +1,065+3.0% | Added |
| Redpoint Investment Management Pty Ltd | 36,549 | $2.51M | 0.20% | 00.0% | Unchanged |
| Robeco Institutional Asset Management B.V. | 37,375 | $2.56M | 0.01% | −21,046−36.0% | Reduced |
| Commerce Bank | 37,466 | $2.57M | 0.02% | +493+1.3% | Added |
| Janus Henderson Group PLC | 38,222 | $2.62M | 0.00% | −52,731−58.0% | Reduced |
| Public Sector Pension Investment Board | 38,258 | $2.63M | 0.01% | −460−1.2% | Reduced |
| Brinker Capital Investments, LLC | 38,848 | $2.67M | 0.04% | −11,058−22.2% | Reduced |
| Tealwood Asset Management Inc | 38,882 | $2.67M | 1.07% | −2,274−5.5% | Reduced |
| First PREMIER Bank | 38,911 | $2.67M | 0.69% | −469−1.2% | Reduced |
| Creative Planning | 39,447 | $2.71M | 0.00% | −2,107−5.1% | Reduced |
| STRS Ohio | 39,481 | $2.71M | 0.01% | −2,418−5.8% | Reduced |
| Luminus Management LLC | 39,561 | $2.71M | 0.64% | +3,695+10.3% | Added |
| Natixis | 39,970 | $2.74M | 0.01% | +19,141+91.9% | Added |
| Two Sigma Investments, LP | 40,147 | $2.75M | 0.01% | −170,065−80.9% | Reduced |
| Mercer Global Advisors Inc | 40,159 | $2.75M | 0.02% | +7,114+21.5% | Added |
| British Columbia Investment Management Corp | 40,227 | $2.76M | 0.02% | −2,064−4.9% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 40,568 | $2.78M | 0.01% | +3,350+9.0% | Added |
| Van Eck Associates Corp | 40,906 | $2.81M | 0.01% | +4,590+12.6% | Added |
| Umb Bank N A | 40,917 | $2.81M | 0.04% | +13,775+50.8% | Added |
| Utah Retirement Systems | 41,427 | $2.84M | 0.04% | +100+0.2% | Added |
| Keeley-Teton Advisors, LLC | 42,052 | $2.88M | 0.31% | −2,747−6.1% | Reduced |
| Gulf International Bank (UK) Ltd | 43,619 | $2.99M | 0.04% | −8,145−15.7% | Reduced |
| Moneta Group Investment Advisors LLC | 44,265 | $3.04M | 0.12% | +278+0.6% | Added |
| Rockland Trust Co | 44,770 | $3.07M | 0.20% | −15,680−25.9% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 45,902 | $3.15M | 0.01% | +6,865+17.6% | Added |
| Schonfeld Strategic Advisors LLC | 46,434 | $3.19M | 0.03% | −278,866−85.7% | Reduced |
| Hantz Financial Services, Inc. | 48,014 | $3.29M | 0.09% | +48,014 | New |
| ProShare Advisors LLC | 48,199 | $3.31M | 0.01% | +8,544+21.5% | Added |
| SG Americas Securities, LLC | 50,627 | $3.47M | 0.02% | −189,705−78.9% | Reduced |
| MetLife Investment Management | 50,661 | $3.48M | 0.03% | −1,127−2.2% | Reduced |
| Comerica Bank | 56,223 | $3.54M | 0.03% | −91,485−61.9% | Reduced |
| Community Bank of Raymore | 51,898 | $3.56M | 1.55% | −2,476−4.6% | Reduced |
| Nomura Asset Management Co Ltd | 53,209 | $3.65M | 0.02% | −1,668−3.0% | Reduced |
| AMP Capital Investors Ltd | 53,961 | $3.70M | 0.10% | −106,469−66.4% | Reduced |
| V Wealth Advisors LLC | 54,462 | $3.74M | 0.55% | +1,656+3.1% | Added |
| Benjamin Edwards Inc | 55,309 | $3.79M | 1.23% | +45,083+440.9% | Added |
| Yousif Capital Management, LLC | 55,851 | $3.83M | 0.04% | +55,851 | New |
| Icon Advisers Inc | 56,500 | $3.88M | 0.62% | 00.0% | Unchanged |
| Stifel Financial Corp | 56,755 | $3.89M | 0.01% | +2,642+4.9% | Added |
| Amica Mutual Insurance Co | 56,948 | $3.91M | 0.33% | −11,700−17.0% | Reduced |
| Advisor Group Holdings, Inc. | 57,319 | $3.93M | 0.01% | +16,346+39.9% | Added |
| Oregon Public Employees Retirement Fund | 58,911 | $4.04M | 0.04% | −13,997−19.2% | Reduced |
| Wealthfront Advisers LLC | 60,805 | $4.17M | 0.02% | +22,923+60.5% | Added |
| Amalgamated Bank | 61,548 | $4.22M | 0.03% | −507−0.8% | Reduced |
| Arizona State Retirement System | 62,430 | $4.28M | 0.03% | −1,911−3.0% | Reduced |
| Edgemoor Investment Advisors, Inc. | 62,664 | $4.30M | 0.44% | −150−0.2% | Reduced |
| Twin Capital Management Inc | 63,456 | $4.35M | 0.44% | +22,900+56.5% | Added |
| Vident Investment Advisory, LLC | 63,711 | $4.37M | 0.11% | +19,775+45.0% | Added |
| Tdam USA Inc. | 63,810 | $4.38M | 0.27% | +63,810 | New |
| State of Michigan Retirement System | 64,213 | $4.41M | 0.02% | +3,434+5.6% | Added |
| Nisa Investment Advisors, LLC | 69,267 | $4.50M | 0.03% | +6,505+10.4% | Added |
| Schaper Benz & Wise Investment Counsel Inc | 65,885 | $4.52M | 0.36% | +2,785+4.4% | Added |
| Truist Financial Corp | 67,381 | $4.62M | 0.01% | +59,501+755.1% | Added |
| American International Group, Inc. | 67,736 | $4.65M | 0.02% | −732−1.1% | Reduced |
| LPL Financial LLC | 67,734 | $4.65M | 0.00% | +2,856+4.4% | Added |
| Aviva PLC | 68,465 | $4.70M | 0.02% | −1,632−2.3% | Reduced |
| Oppenheimer Asset Management Inc. | 69,059 | $4.74M | 0.06% | +1,549+2.3% | Added |
| Panagora Asset Management Inc | 71,989 | $4.94M | 0.03% | −8,010−10.0% | Reduced |
| FineMark National Bank & Trust | 72,959 | $5.00M | 0.19% | −414−0.6% | Reduced |
| Andra AP-fonden | 73,200 | $5.02M | 0.10% | +73,200 | New |
| Frontier Wealth Management LLC | 74,209 | $5.09M | 0.34% | +6,126+9.0% | Added |
| Retirement Systems of Alabama | 75,979 | $5.21M | 0.02% | −2,764−3.5% | Reduced |
| Financial Counselors Inc | 76,629 | $5.26M | 0.11% | +1,390+1.8% | Added |
| 5th Street Advisors, LLC | 97,672 | $5.42M | 5.14% | +97,672 | New |
| Miller Howard Investments Inc | 81,937 | $5.62M | 0.21% | −608−0.7% | Reduced |
| Winton Group Ltd | 82,670 | $5.67M | 0.34% | +32,336+64.2% | Added |
| Treasurer of the State of North Carolina | 82,932 | $5.69M | 0.03% | +540+0.7% | Added |
| Bridgecreek Investment Management, LLC | 83,650 | $5.74M | 0.78% | +4,000+5.0% | Added |
| Commonwealth Equity Services, LLC | 84,142 | $5.77M | 0.01% | −1,374−1.6% | Reduced |
| Raymond James & Associates | 84,847 | $5.82M | 0.00% | −4,370−4.9% | Reduced |
| Ledyard National Bank | 86,002 | $5.90M | 0.56% | −158−0.2% | Reduced |
| Westpac Banking Corp | 87,194 | $5.98M | 0.06% | +2,628+3.1% | Added |
| Mutual of America Capital Management LLC | 88,061 | $6.04M | 0.06% | +4,025+4.8% | Added |
| USS Investment Management Ltd | 91,296 | $6.26M | 0.05% | 00.0% | Unchanged |
| Tortoise Capital Advisors, L.L.C. | 91,735 | $6.29M | 0.10% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 92,540 | $6.35M | 0.01% | +39,976+76.1% | Added |