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 |
|---|---|---|---|---|---|
| Dynamic Advisor Solutions LLC | 10,767 | $739.0K | 0.05% | −24−0.2% | Reduced |
| KBC Group NV | 10,650 | $731.0K | 0.00% | −15,933−59.9% | Reduced |
| Mattern Wealth Management LLC | 10,619 | $729.0K | 0.21% | +9+0.1% | Added |
| Northwestern Mutual Investment Management Company, LLC | 10,316 | $708.0K | 0.01% | −98−0.9% | Reduced |
| Shell Asset Management Co | 10,031 | $688.0K | 0.01% | −399−3.8% | Reduced |
| Profund Advisors LLC | 9,871 | $677.0K | 0.02% | +166+1.7% | Added |
| Gotham Asset Management, LLC | 9,633 | $661.0K | 0.02% | +9,633 | New |
| Cetera Advisor Networks LLC | 9,430 | $647.0K | 0.01% | −76−0.8% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 9,340 | $641.0K | 0.04% | +170+1.9% | Added |
| Lion Street Advisors, LLC | 9,326 | $640.0K | 0.31% | +250+2.8% | Added |
| 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 |
| Fairview Capital Investment Management, LLC | 9,000 | $617.0K | 0.04% | 00.0% | Unchanged |
| Synovus Financial Corp | 8,841 | $607.0K | 0.01% | +2,293+35.0% | Added |
| Mirador Capital Partners LP | 8,700 | $597.0K | 0.13% | +8,700 | New |
| Legg Mason Asset Management (Japan) Co., Ltd. | 8,674 | $595.0K | 0.66% | −600−6.5% | Reduced |
| Janney Montgomery Scott LLC | 8,660 | $594.0K | 0.00% | +1,767+25.6% | Added |
| Naples Global Advisors, LLC | 8,454 | $580.0K | 0.07% | −250−2.9% | Reduced |
| CWM Advisors, LLC | 8,424 | $578.0K | 0.07% | +2,886+52.1% | Added |
| Man Group plc | 8,403 | $577.0K | 0.00% | +4,803+133.4% | Added |
| Balyasny Asset Management LLC | 8,214 | $564.0K | 0.00% | −54,371−86.9% | Reduced |
| Steward Partners Investment Advisory, LLC | 8,197 | $562.0K | 0.01% | +78+1.0% | Added |
| CIBC World Markets Corp | 8,173 | $561.0K | 0.00% | −4,753−36.8% | Reduced |
| Garner Asset Management Corp | 8,034 | $551.0K | 0.23% | −118−1.4% | Reduced |
| Nicolet Bankshares Inc | 8,000 | $549.0K | 0.12% | 00.0% | Unchanged |
| American National Insurance Co | 7,965 | $546.0K | 0.12% | −45,180−85.0% | Reduced |
| Wade G W & Inc | 7,871 | $540.0K | 0.02% | +10+0.1% | Added |
| JustInvest LLC | 7,846 | $538.0K | 0.03% | +1,315+20.1% | Added |
| Cypress Capital Group | 7,763 | $533.0K | 0.07% | +357+4.8% | Added |
| Oak Thistle LLC | 7,752 | $531.0K | 0.41% | +7,752 | New |
| 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 |
| Advisors Asset Management, Inc. | 7,488 | $513.8K | 0.01% | +1,512+25.3% | Added |
| Raymond James Trust N.A. | 7,462 | $512.0K | 0.02% | +1,518+25.5% | Added |
| Jeppson Wealth Management, LLC | 7,435 | $510.0K | 0.25% | 00.0% | Unchanged |
| AXA S.A. | 7,400 | $508.0K | 0.00% | +3,500+89.7% | Added |
| Regions Financial Corp | 7,374 | $506.0K | 0.00% | 00.0% | Unchanged |
| Banque Cantonale Vaudoise | 7,300 | $501.0K | 0.02% | +7,300 | New |
| Caxton Associates LP | 7,238 | $497.0K | 0.06% | +7,238 | New |
| 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 |
| Avantax Advisory Services, Inc. | 7,111 | $488.0K | 0.01% | +347+5.1% | Added |
| Intrust Bank NA | 6,964 | $478.0K | 0.06% | +1,649+31.0% | Added |
| Bank of Nova Scotia | 6,936 | $476.0K | 0.00% | −220−3.1% | Reduced |
| Trust Co of Kansas | 6,902 | $474.0K | 0.25% | −1,371−16.6% | Reduced |
| Trust Co | 6,892 | $473.0K | 0.11% | 00.0% | Unchanged |
| Ci Investments Inc. | 6,786 | $466.0K | 0.00% | +6,758+24,135.7% | Added |
| Los Angeles Capital Management LLC | 6,780 | $465.0K | 0.00% | +1,655+32.3% | Added |
| Cresset Asset Management, LLC | 6,775 | $464.0K | 0.00% | +2,799+70.4% | Added |
| Smith, Moore & Co. | 6,703 | $460.0K | 0.06% | +109+1.7% | Added |
| Amica Retiree Medical Trust | 6,689 | $459.0K | 0.39% | −1,261−15.9% | Reduced |
| Kornitzer Capital Management Inc | 6,579 | $451.0K | 0.01% | 00.0% | Unchanged |
| Capital Asset Advisory Services LLC | 6,511 | $447.0K | 0.05% | +6,511 | New |
| John G Ullman & Associates Inc | 6,499 | $446.0K | 0.06% | 00.0% | Unchanged |
| Waterfront Wealth Inc. | 6,441 | $442.0K | 0.17% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 6,422 | $441.0K | 0.00% | +786+13.9% | Added |
| Change Path, LLC | 6,306 | $433.0K | 0.02% | −13−0.2% | Reduced |
| KCM Investment Advisors LLC | 6,267 | $430.0K | 0.01% | +1,248+24.9% | Added |
| Hancock Whitney Investment Services Inc. | 6,214 | $426.0K | 0.07% | +6,214 | New |
| Chicago Partners Investment Group LLC | 6,832 | $423.0K | 0.03% | +24+0.4% | Added |
| 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 |
| American National Registered Investment Advisor, Inc. | 6,097 | $418.0K | 0.14% | −20.0% | 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 |
| Polar Asset Management Partners Inc. | 5,860 | $402.0K | 0.00% | −1,487−20.2% | Reduced |
| Advisory Services Network, LLC | 5,822 | $400.0K | 0.01% | +599+11.5% | 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 |
| IFP Advisors, Inc | 5,679 | $390.0K | 0.01% | +227+4.2% | Added |
| Rafferty Asset Management, LLC | 5,560 | $381.0K | 0.00% | −2,520−31.2% | Reduced |
| 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 |
| Schulhoff & Co Inc | 5,500 | $377.0K | 0.16% | 00.0% | Unchanged |
| Horizon Investments, LLC | 5,350 | $367.0K | 0.01% | +1,812+51.2% | Added |
| Agf Investments Inc. | 5,236 | $359.0K | 0.00% | +2,636+101.4% | Added |
| Bedel Financial Consulting, Inc. | 5,152 | $354.0K | 0.11% | +2,512+95.2% | Added |
| Cigna Investments Inc | 5,156 | $353.0K | 0.03% | −1,800−25.9% | Reduced |
| William Allan, LLC | 5,135 | $352.0K | 0.25% | +5,135 | New |
| Horizon Investment Services, LLC | 5,113 | $351.0K | 0.16% | −8−0.2% | Reduced |
| Banque Pictet & Cie SA | 5,049 | $346.0K | 0.00% | +5,049 | New |
| Veritable, L.P. | 5,006 | $343.0K | 0.01% | −6−0.1% | Reduced |
| Good Life Advisors, LLC | 4,956 | $340.0K | 0.04% | 00.0% | Unchanged |
| Murphy Capital Management Inc | 4,934 | $338.0K | 0.04% | −48−1.0% | Reduced |
| Tocqueville Asset Management L.P. | 4,900 | $336.0K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 4,841 | $332.0K | 0.01% | +4,841 | New |
| Gilbert & Cook, Inc. | 4,845 | $332.0K | 0.05% | +4,845 | New |
| Virtue Capital Management, LLC | 4,794 | $329.0K | 0.05% | +4,794 | New |
| Johnson Investment Counsel Inc | 4,743 | $325.0K | 0.00% | −58−1.2% | Reduced |
| CIBC World Markets Inc. | 4,710 | $323.0K | 0.00% | −30−0.6% | Reduced |
| MainStreet Investment Advisors LLC | 4,680 | $322.0K | 0.03% | −154−3.2% | Reduced |
| 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 |
| Brookstone Capital Management | 4,709 | $318.0K | 0.01% | +44+0.9% | Added |
| Eqis Capital Management, Inc. | 4,531 | $311.0K | 0.02% | +34+0.8% | Added |
| Spire Wealth Management | 4,520 | $310.0K | 0.01% | +3,468+329.7% | Added |
| Laurel Wealth Advisors, Inc. | 4,452 | $306.0K | 0.02% | +4,452 | New |
| Boothbay Fund Management, LLC | 4,442 | $305.0K | 0.01% | +4,442 | New |
| Jones Financial Companies LLLP | 4,420 | $303.0K | 0.00% | +3,560+414.0% | Added |
| Fifth Third Bancorp | 4,335 | $297.0K | 0.00% | +602+16.1% | Added |