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 |
|---|---|---|---|---|---|
| Millennium Management LLC | 178,888 | $12.3M | 0.01% | −473,715−72.6% | Reduced |
| Cypress Capital Management LLC | 177,786 | $12.2M | 1.38% | +741+0.4% | Added |
| Brandywine Global Investment Management, LLC | 177,270 | $12.2M | 0.09% | +13,314+8.1% | Added |
| State of Wisconsin Investment Board | 175,324 | $12.0M | 0.02% | +3,807+2.2% | Added |
| Teacher Retirement System of Texas | 166,329 | $11.4M | 0.05% | +25,994+18.5% | Added |
| M&T Bank Corp | 164,240 | $11.3M | 0.05% | +132+0.1% | Added |
| Eagle Asset Management Inc | 163,122 | $11.2M | 0.05% | +163,122 | New |
| Capitolis Advisors LLC | 160,949 | $11.0M | 0.07% | 00.0% | Unchanged |
| Natixis Advisors, L.P. | 159,974 | $11.0M | 0.04% | +18,816+13.3% | Added |
| Susquehanna Fundamental Investments, LLC | 154,066 | $10.6M | 0.28% | −48,599−24.0% | Reduced |
| UBS Group AG | 146,595 | $10.1M | 0.00% | −70,367−32.4% | Reduced |
| Chevy Chase Trust Holdings, Inc. | 137,818 | $9.46M | 0.03% | −3,290−2.3% | Reduced |
| Lazard Asset Management LLC | 137,786 | $9.45M | 0.01% | +70,826+105.8% | Added |
| Cullen/Frost Bankers, Inc. | 135,690 | $9.31M | 0.18% | +1,521+1.1% | Added |
| Toronto Dominion Bank | 134,271 | $9.21M | 0.01% | +41,132+44.2% | Added |
| Bank of Montreal | 131,321 | $9.00M | 0.00% | −48,993−27.2% | Reduced |
| State of New Jersey Common Pension Fund D | 131,159 | $9.00M | 0.03% | +1,221+0.9% | Added |
| Great West Life Assurance Co | 131,048 | $8.97M | 0.02% | −2,856−2.1% | Reduced |
| PFS Investments Inc. | 127,377 | $8.74M | 0.17% | +13,883+12.2% | Added |
| Public Employees Retirement System of Ohio | 127,328 | $8.74M | 0.03% | −4,810−3.6% | Reduced |
| Guggenheim Capital LLC | 125,643 | $8.62M | 0.05% | +2,855+2.3% | Added |
| State of Tennessee, Treasury Department | 125,421 | $8.61M | 0.03% | +86,683+223.8% | Added |
| Sonora Investment Management Group, LLC | 120,639 | $8.28M | 0.96% | +120,639 | New |
| Korea Investment CORP | 119,400 | $8.19M | 0.02% | −700−0.6% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 117,667 | $8.02M | 0.03% | +18,312+18.4% | Added |
| Swiss Life Asset Management Ltd | 116,518 | $7.99M | 0.10% | +58,161+99.7% | Added |
| Illinois Municipal Retirement Fund | 114,899 | $7.88M | 0.22% | +53,212+86.3% | Added |
| Voya Investment Management LLC | 114,782 | $7.88M | 0.02% | −283,590−71.2% | Reduced |
| State of Alaska, Department of Revenue | 111,036 | $7.62M | 0.07% | +2,816+2.6% | Added |
| Oppenheimer & Co Inc | 103,421 | $7.10M | 0.12% | +16,322+18.7% | Added |
| Renaissance Technologies LLC | 98,061 | $6.73M | 0.01% | +7,861+8.7% | Added |
| Walleye Capital LLC | 96,630 | $6.63M | 0.22% | +79,594+467.2% | Added |
| Standard Life Aberdeen plc | 95,419 | $6.55M | 0.01% | −53,678−36.0% | Reduced |
| Susquehanna International Group, LLP | 92,540 | $6.35M | 0.01% | +39,976+76.1% | Added |
| Tortoise Capital Advisors, L.L.C. | 91,735 | $6.29M | 0.10% | 00.0% | Unchanged |
| USS Investment Management Ltd | 91,296 | $6.26M | 0.05% | 00.0% | Unchanged |
| Mutual of America Capital Management LLC | 88,061 | $6.04M | 0.06% | +4,025+4.8% | Added |
| Westpac Banking Corp | 87,194 | $5.98M | 0.06% | +2,628+3.1% | Added |
| Ledyard National Bank | 86,002 | $5.90M | 0.56% | −158−0.2% | Reduced |
| Raymond James & Associates | 84,847 | $5.82M | 0.00% | −4,370−4.9% | Reduced |
| Commonwealth Equity Services, LLC | 84,142 | $5.77M | 0.01% | −1,374−1.6% | Reduced |
| Bridgecreek Investment Management, LLC | 83,650 | $5.74M | 0.78% | +4,000+5.0% | Added |
| Treasurer of the State of North Carolina | 82,932 | $5.69M | 0.03% | +540+0.7% | Added |
| Winton Group Ltd | 82,670 | $5.67M | 0.34% | +32,336+64.2% | Added |
| Miller Howard Investments Inc | 81,937 | $5.62M | 0.21% | −608−0.7% | Reduced |
| 5th Street Advisors, LLC | 97,672 | $5.42M | 5.14% | +97,672 | New |
| Financial Counselors Inc | 76,629 | $5.26M | 0.11% | +1,390+1.8% | Added |
| Retirement Systems of Alabama | 75,979 | $5.21M | 0.02% | −2,764−3.5% | Reduced |
| Frontier Wealth Management LLC | 74,209 | $5.09M | 0.34% | +6,126+9.0% | Added |
| Andra AP-fonden | 73,200 | $5.02M | 0.10% | +73,200 | New |
| FineMark National Bank & Trust | 72,959 | $5.00M | 0.19% | −414−0.6% | Reduced |
| Panagora Asset Management Inc | 71,989 | $4.94M | 0.03% | −8,010−10.0% | Reduced |
| Oppenheimer Asset Management Inc. | 69,059 | $4.74M | 0.06% | +1,549+2.3% | Added |
| Aviva PLC | 68,465 | $4.70M | 0.02% | −1,632−2.3% | Reduced |
| 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 |
| Truist Financial Corp | 67,381 | $4.62M | 0.01% | +59,501+755.1% | Added |
| Schaper Benz & Wise Investment Counsel Inc | 65,885 | $4.52M | 0.36% | +2,785+4.4% | Added |
| Nisa Investment Advisors, LLC | 69,267 | $4.50M | 0.03% | +6,505+10.4% | Added |
| State of Michigan Retirement System | 64,213 | $4.41M | 0.02% | +3,434+5.6% | Added |
| Tdam USA Inc. | 63,810 | $4.38M | 0.27% | +63,810 | New |
| Vident Investment Advisory, LLC | 63,711 | $4.37M | 0.11% | +19,775+45.0% | Added |
| Twin Capital Management Inc | 63,456 | $4.35M | 0.44% | +22,900+56.5% | Added |
| Edgemoor Investment Advisors, Inc. | 62,664 | $4.30M | 0.44% | −150−0.2% | Reduced |
| Arizona State Retirement System | 62,430 | $4.28M | 0.03% | −1,911−3.0% | Reduced |
| Amalgamated Bank | 61,548 | $4.22M | 0.03% | −507−0.8% | Reduced |
| Wealthfront Advisers LLC | 60,805 | $4.17M | 0.02% | +22,923+60.5% | Added |
| Oregon Public Employees Retirement Fund | 58,911 | $4.04M | 0.04% | −13,997−19.2% | Reduced |
| Advisor Group Holdings, Inc. | 57,319 | $3.93M | 0.01% | +16,346+39.9% | Added |
| Amica Mutual Insurance Co | 56,948 | $3.91M | 0.33% | −11,700−17.0% | Reduced |
| Stifel Financial Corp | 56,755 | $3.89M | 0.01% | +2,642+4.9% | Added |
| Icon Advisers Inc | 56,500 | $3.88M | 0.62% | 00.0% | Unchanged |
| Yousif Capital Management, LLC | 55,851 | $3.83M | 0.04% | +55,851 | New |
| Benjamin Edwards Inc | 55,309 | $3.79M | 1.23% | +45,083+440.9% | Added |
| V Wealth Advisors LLC | 54,462 | $3.74M | 0.55% | +1,656+3.1% | Added |
| AMP Capital Investors Ltd | 53,961 | $3.70M | 0.10% | −106,469−66.4% | Reduced |
| Nomura Asset Management Co Ltd | 53,209 | $3.65M | 0.02% | −1,668−3.0% | Reduced |
| Community Bank of Raymore | 51,898 | $3.56M | 1.55% | −2,476−4.6% | Reduced |
| Comerica Bank | 56,223 | $3.54M | 0.03% | −91,485−61.9% | Reduced |
| MetLife Investment Management | 50,661 | $3.48M | 0.03% | −1,127−2.2% | Reduced |
| SG Americas Securities, LLC | 50,627 | $3.47M | 0.02% | −189,705−78.9% | Reduced |
| ProShare Advisors LLC | 48,199 | $3.31M | 0.01% | +8,544+21.5% | Added |
| Hantz Financial Services, Inc. | 48,014 | $3.29M | 0.09% | +48,014 | New |
| Schonfeld Strategic Advisors LLC | 46,434 | $3.19M | 0.03% | −278,866−85.7% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 45,902 | $3.15M | 0.01% | +6,865+17.6% | Added |
| Rockland Trust Co | 44,770 | $3.07M | 0.20% | −15,680−25.9% | Reduced |
| Moneta Group Investment Advisors LLC | 44,265 | $3.04M | 0.12% | +278+0.6% | Added |
| Gulf International Bank (UK) Ltd | 43,619 | $2.99M | 0.04% | −8,145−15.7% | Reduced |
| Keeley-Teton Advisors, LLC | 42,052 | $2.88M | 0.31% | −2,747−6.1% | Reduced |
| Utah Retirement Systems | 41,427 | $2.84M | 0.04% | +100+0.2% | Added |
| Umb Bank N A | 40,917 | $2.81M | 0.04% | +13,775+50.8% | Added |
| Van Eck Associates Corp | 40,906 | $2.81M | 0.01% | +4,590+12.6% | Added |
| Raymond James Financial Services Advisors, Inc. | 40,568 | $2.78M | 0.01% | +3,350+9.0% | Added |
| British Columbia Investment Management Corp | 40,227 | $2.76M | 0.02% | −2,064−4.9% | Reduced |
| Mercer Global Advisors Inc | 40,159 | $2.75M | 0.02% | +7,114+21.5% | Added |
| Two Sigma Investments, LP | 40,147 | $2.75M | 0.01% | −170,065−80.9% | Reduced |
| Natixis | 39,970 | $2.74M | 0.01% | +19,141+91.9% | Added |
| Luminus Management LLC | 39,561 | $2.71M | 0.64% | +3,695+10.3% | Added |
| STRS Ohio | 39,481 | $2.71M | 0.01% | −2,418−5.8% | Reduced |
| Creative Planning | 39,447 | $2.71M | 0.00% | −2,107−5.1% | Reduced |