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 |
|---|---|---|---|---|---|
| United Capital Management of KS, Inc. | 4,291 | $294.0K | 0.11% | −547−11.3% | Reduced |
| Lido Advisors, LLC | 4,223 | $289.0K | 0.01% | −191−4.3% | Reduced |
| 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 |
| Woodward Diversified Capital, LLC | 4,180 | $287.0K | 0.17% | +4,180 | New |
| Ashfield Capital Partners, LLC | 4,172 | $286.0K | 0.02% | −900−17.7% | Reduced |
| Dark Forest Capital Management LP | 4,160 | $285.0K | 0.11% | −6,275−60.1% | Reduced |
| Evoke Wealth, LLC | 4,134 | $284.0K | 0.01% | +40+1.0% | Added |
| Glassy Mountain Advisors, Inc. | 4,105 | $282.0K | 0.15% | +4,105 | New |
| Massmutual Trust Co FSB | 4,017 | $276.0K | 0.01% | −123−3.0% | Reduced |
| Anchor Investment Management, LLC | 4,000 | $274.4K | 0.03% | 00.0% | Unchanged |
| D.A. Davidson & Co. | 3,969 | $272.0K | 0.00% | +132+3.4% | 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 |
| IHT Wealth Management, LLC | 3,915 | $269.0K | 0.02% | +3+0.1% | Added |
| Texas Yale Capital Corp. | 3,892 | $267.0K | 0.01% | 00.0% | Unchanged |
| Symmetry Partners, LLC | 3,872 | $266.0K | 0.02% | −1,085−21.9% | Reduced |
| Waters Parkerson & Co., LLC | 3,835 | $263.0K | 0.01% | 00.0% | Unchanged |
| IBM Retirement Fund | 3,797 | $261.0K | 0.03% | −2,794−42.4% | 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 |
| Independent Advisor Alliance | 3,778 | $259.0K | 0.01% | −225−5.6% | Reduced |
| Federated Hermes, Inc. | 3,761 | $258.0K | 0.00% | −38−1.0% | Reduced |
| Raleigh Capital Management Inc. | 3,735 | $256.0K | 0.26% | +3,735 | New |
| Qtron Investments LLC | 3,688 | $253.0K | 0.06% | −3,812−50.8% | Reduced |
| Sound Income Strategies, LLC | 3,674 | $252.0K | 0.03% | 00.0% | Unchanged |
| B. Metzler seel. Sohn & Co. AG | 3,644 | $249.0K | 0.00% | +3,644 | New |
| Bailard, Inc. | 3,509 | $241.0K | 0.01% | +16+0.5% | Added |
| Walter & Keenan Financial Consulting Co | 3,500 | $240.0K | 0.08% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 3,659 | $239.0K | 0.04% | +290+8.6% | Added |
| Proequities, Inc. | 3,427 | $235.0K | 0.01% | +2,236+187.7% | Added |
| Bokf, NA | 3,427 | $235.0K | 0.00% | +3,427 | New |
| Arete Wealth Advisors, LLC | 3,433 | $234.0K | 0.02% | +3,433 | New |
| Cornell Pochily Investment Advisors, Inc. | 3,416 | $234.0K | 0.09% | +3,416 | New |
| Advisor Partners LLC | 3,369 | $232.0K | 0.01% | +3,369 | New |
| MAI Capital Management | 3,329 | $228.0K | 0.00% | +3,329 | New |
| Empirical Finance, LLC | 3,316 | $228.0K | 0.03% | +3,316 | New |
| Transcend Wealth Collective, LLC | 3,300 | $226.0K | 0.02% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 3,289 | $226.0K | 0.05% | 00.0% | Unchanged |
| Pensionmark Financial Group, LLC | 3,558 | $225.0K | 0.05% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 3,266 | $224.0K | 0.01% | −83−2.5% | Reduced |
| Wrapmanager Inc | 3,253 | $223.0K | 0.06% | +3,253 | New |
| Compass Financial Advisors LLC | 3,201 | $220.0K | 0.24% | +3,201 | New |
| Soltis Investment Advisors LLC | 3,171 | $218.0K | 0.03% | +3,171 | New |
| Ameritas Investment Partners, Inc. | 3,141 | $216.0K | 0.01% | 00.0% | Unchanged |
| Cetera Advisors LLC | 3,126 | $214.0K | 0.00% | −525−14.4% | Reduced |
| Royal Fund Management, LLC | 3,129 | $214.0K | 0.03% | +3,129 | New |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 3,090 | $212.0K | 0.01% | −1,735−36.0% | Reduced |
| Marcum Wealth, LLC | 3,070 | $211.0K | 0.03% | +3,070 | New |
| Dorsey & Whitney Trust CO LLC | 3,080 | $210.0K | 0.02% | +3,080 | New |
| CAPROCK Group, Inc. | 3,055 | $210.0K | 0.02% | +3,055 | New |
| Ifrah Financial Services, Inc. | 3,027 | $208.0K | 0.06% | +3,027 | New |
| Castleview Partners, LLC | 13,996 | $204.0K | 0.00% | +13,996 | New |
| Ameritas Advisory Services, LLC | 2,961 | $203.0K | 0.01% | +2,961 | New |
| Checchi Capital Advisers, LLC | 2,943 | $202.0K | 0.02% | +2,943 | New |
| Dakota Wealth Management | 2,932 | $201.0K | 0.02% | +2,932 | New |
| Nova R Wealth, Inc. | 2,928 | $201.0K | 0.16% | +2,928 | New |
| Longfellow Investment Management Co LLC | 2,903 | $200.0K | 0.03% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 2,889 | $198.0K | 0.01% | −2,145−42.6% | Reduced |
| Vestcor Inc | 2,830 | $194.0K | 0.01% | −561−16.5% | Reduced |
| Riggs Asset Managment Co. Inc. | 2,800 | $192.0K | 0.05% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 2,664 | $183.0K | 0.02% | 00.0% | Unchanged |
| Dixon Hughes Goodman Wealth Advisors LLC | 2,669 | $183.0K | 0.06% | +2,669 | New |
| Sentry Investment Management LLC | 2,556 | $175.0K | 0.05% | +523+25.7% | Added |
| Whittier Trust Co | 2,379 | $163.0K | 0.00% | +68+2.9% | Added |
| Deseret Mutual Benefit Administrators | 2,338 | $160.0K | 0.03% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 2,194 | $151.0K | 0.01% | +625+39.8% | Added |
| Hudock, Inc. | 2,182 | $149.0K | 0.04% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 2,017 | $138.4K | 0.06% | +17+0.9% | Added |
| Trust Co of Vermont | 2,000 | $137.0K | 0.01% | +2,000 | New |
| Johnson Midwest Financial, LLC | 1,867 | $128.0K | 0.10% | +262+16.3% | Added |
| First Command Financial Services, Inc. | 1,815 | $124.0K | 0.02% | 00.0% | Unchanged |
| Comprehensive Financial Consultants Institutional, Inc. | 1,928 | $120.0K | 0.08% | +1,928 | New |
| Allworth Financial LP | 1,649 | $113.0K | 0.00% | +6+0.4% | Added |
| First Command Bank | 1,815 | $112.0K | 0.02% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 1,582 | $109.0K | 0.01% | −51−3.1% | Reduced |
| American Portfolios Advisors | 1,461 | $100.2K | 0.00% | +8+0.6% | Added |
| First Horizon Advisors, Inc. | 1,464 | $99.0K | 0.00% | −5−0.3% | Reduced |
| Quent Capital, LLC | 1,431 | $98.0K | 0.02% | +1,431 | New |
| Credit Agricole S A | 1,398 | $96.0K | 0.00% | +1,398 | New |
| GPS Wealth Strategies Group, LLC | 1,388 | $95.0K | 0.02% | −75−5.1% | Reduced |
| Kepos Capital LP | 1,353 | $93.0K | 0.01% | −1,745−56.3% | Reduced |
| Skandinaviska Enskilda Banken AB (publ) | 1,306 | $89.0K | 0.00% | +1,306 | New |
| CoreCap Advisors, LLC | 1,295 | $89.0K | 0.01% | +1,295 | New |
| Fulcrum Asset Management LLP | – | $88.0K | 0.04% | – | New |
| Signaturefd, LLC | 1,221 | $84.0K | 0.00% | −80−6.1% | Reduced |
| Bessemer Group Inc | 1,205 | $83.0K | 0.00% | −3−0.2% | Reduced |
| American State Bank (Iowa) | 1,196 | $82.1K | 0.06% | 00.0% | Unchanged |
| Sargent Bickham Lagudis LLC | 1,199 | $82.0K | 0.01% | 00.0% | Unchanged |
| Larson Financial Group LLC | 1,157 | $79.0K | 0.01% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 1,103 | $76.0K | 0.00% | −100−8.3% | Reduced |
| Rocky Mountain Advisers, LLC | 1,085 | $74.0K | 0.08% | 00.0% | Unchanged |
| RWM Asset Management, LLC | 1,081 | $74.0K | 0.01% | +211+24.3% | Added |
| State of Wyoming | 1,056 | $72.0K | 0.03% | +79+8.1% | Added |
| HM Payson & Co | 1,025 | $70.0K | 0.00% | 00.0% | Unchanged |
| Covington Capital Management | 1,025 | $70.0K | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 1,007 | $69.0K | 0.00% | −546−35.2% | Reduced |
| First Financial Corp | 1,000 | $69.0K | 0.04% | 00.0% | Unchanged |
| Montag A & Associates Inc | 1,000 | $69.0K | 0.00% | 00.0% | Unchanged |
| Tompkins Financial Corp | 1,000 | $69.0K | 0.01% | 00.0% | Unchanged |