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 |
|---|---|---|---|---|---|
| Paragon Capital Management Ltd | 1,000 | $69.0K | 0.01% | +1,000 | New |
| Widmann Financial Services, Inc. | 1,000 | $68.0K | 0.06% | +1,000 | New |
| Covestor Ltd | 988 | $68.0K | 0.10% | +988 | New |
| Mondrian Investment Partners LTD | 966 | $66.0K | 0.00% | 00.0% | Unchanged |
| Altshuler Shaham Ltd | 943 | $65.0K | 0.00% | +943 | New |
| Smithfield Trust Co | 924 | $63.0K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 918 | $63.0K | 0.00% | 00.0% | Unchanged |
| Aquatic Capital Management LLC | 900 | $62.0K | 0.12% | +900 | New |
| Pinnacle Bancorp, Inc. | 881 | $60.0K | 0.02% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 863 | $59.0K | 0.01% | +87+11.2% | Added |
| City Holding Co | 895 | $56.0K | 0.01% | 00.0% | Unchanged |
| City State Bank | 808 | $55.0K | 0.03% | +808 | New |
| Delta Asset Management LLC | 780 | $54.0K | 0.00% | 00.0% | Unchanged |
| Mystic Asset Management, Inc. | 777 | $53.0K | 0.03% | +777 | New |
| Vigilant Capital Management, LLC | 700 | $48.0K | 0.00% | −74−9.6% | Reduced |
| Beaird Harris Wealth Management, LLC | 700 | $48.0K | 0.02% | +700 | New |
| Atwood & Palmer Inc | 681 | $47.0K | 0.00% | −1−0.1% | Reduced |
| West Financial Advisors, LLC | 681 | $47.0K | 0.01% | 00.0% | Unchanged |
| Private Capital Group, LLC | 688 | $47.0K | 0.01% | +418+154.8% | Added |
| Pin Oak Investment Advisors Inc | 660 | $45.0K | 0.05% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 658 | $45.0K | 0.00% | 00.0% | Unchanged |
| Washington Trust Co | 647 | $44.0K | 0.00% | 00.0% | Unchanged |
| Mechanics Financial Corp | 620 | $43.0K | 0.02% | +620 | New |
| Dividend Assets Capital, LLC | 617 | $42.0K | 0.01% | −300−32.7% | Reduced |
| M&R Capital Management Inc | 610 | $41.0K | 0.01% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 598 | $41.0K | 0.02% | 00.0% | Unchanged |
| Key Financial Inc | 598 | $41.0K | 0.02% | 00.0% | Unchanged |
| Zullo Investment Group, Inc. | 600 | $41.0K | 0.02% | +600 | New |
| Tucker Asset Management LLC | 590 | $40.4K | 0.01% | +108+22.4% | Added |
| Whittier Trust Co of Nevada Inc | 571 | $39.0K | 0.00% | −145−20.3% | Reduced |
| Independence Bank of Kentucky | 556 | $38.0K | 0.02% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 550 | $38.0K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 546 | $37.1K | 0.00% | +546 | New |
| Mark Sheptoff Financial Planning, LLC | 538 | $37.0K | 0.02% | 00.0% | Unchanged |
| Motco | 499 | $34.0K | 0.00% | 00.0% | Unchanged |
| PSI Advisors, LLC | 500 | $34.0K | 0.01% | 00.0% | Unchanged |
| Financial Avengers, Inc. | 494 | $34.0K | 0.02% | +4+0.8% | Added |
| Carolina Wealth Advisors, LLC | 478 | $33.0K | 0.02% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 461 | $32.0K | 0.00% | −3,751−89.1% | Reduced |
| Cutler Group LP | 473 | $32.0K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 473 | $32.0K | 0.01% | 00.0% | Unchanged |
| Truvestments Capital LLC | 466 | $32.0K | 0.02% | +4+0.9% | Added |
| Koshinski Asset Management, Inc. | 436 | $29.9K | 0.00% | 00.0% | Unchanged |
| Freedman Financial Associates, Inc. | 424 | $29.0K | 0.02% | 00.0% | Unchanged |
| Cambridge Trust Co | 427 | $29.0K | 0.00% | +427 | New |
| John W. Brooker & Co., CPAs | 412 | $28.0K | 0.01% | 00.0% | Unchanged |
| Klaas Financial Asset Advisors, LLC | 412 | $28.0K | 0.01% | +4+1.0% | Added |
| FSB Premier Wealth Management, Inc. | 406 | $27.0K | 0.01% | +406 | New |
| Tevis Investment Management | 379 | $27.0K | 0.02% | +379 | New |
| Gemmer Asset Management LLC | 366 | $25.0K | 0.00% | 00.0% | Unchanged |
| First Bank & Trust | 344 | $24.0K | 0.01% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 348 | $24.0K | 0.01% | +105+43.2% | Added |
| Achmea Investment Management B.V. | 331 | $23.0K | 0.00% | 00.0% | Unchanged |
| Burleson & Company, LLC | 330 | $23.0K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 332 | $22.8K | 0.01% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 321 | $22.0K | 0.00% | −15−4.5% | Reduced |
| North Star Investment Management Corp. | 327 | $22.0K | 0.00% | 00.0% | Unchanged |
| Ellis Investment Partners, LLC | 328 | $22.0K | 0.01% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 312 | $21.0K | 0.00% | 00.0% | Unchanged |
| Ellevest, Inc. | 299 | $21.0K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 291 | $20.0K | 0.00% | +182+167.0% | Added |
| Country Trust Bank | 262 | $18.0K | 0.00% | −148−36.1% | Reduced |
| Focused Wealth Management, Inc | 256 | $18.0K | 0.00% | +2+0.8% | Added |
| Kings Point Capital Management | 269 | $18.0K | 0.00% | +269 | New |
| Acadian Asset Management LLC | 260 | $17.0K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 253 | $17.0K | 0.00% | +253 | New |
| Asset Dedication, LLC | 239 | $16.0K | 0.00% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 230 | $16.0K | 0.00% | 00.0% | Unchanged |
| Selective Wealth Management, Inc. | 226 | $16.0K | 0.01% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 226 | $16.0K | 0.01% | +226 | New |
| Column Capital Advisors, LLC | 221 | $15.0K | 0.00% | +21+10.5% | Added |
| Caldwell Trust Co | 211 | $14.5K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 207 | $14.0K | 0.01% | −775−78.9% | Reduced |
| BerganKDV Wealth Management, LLC | 200 | $14.0K | 0.00% | +169+545.2% | Added |
| Baystate Wealth Management LLC | 185 | $13.0K | 0.00% | +1+0.5% | Added |
| Accel Wealth Management | 184 | $13.0K | 0.01% | +1+0.5% | Added |
| Earnest Partners LLC | 174 | $12.0K | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 176 | $12.0K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 174 | $12.0K | 0.00% | −5−2.8% | Reduced |
| Sutton Wealth Advisors Inc. | 161 | $11.0K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 161 | $11.0K | 0.00% | −54−25.1% | Reduced |
| Tradewinds Capital Management, LLC | 157 | $11.0K | 0.00% | −60−27.6% | Reduced |
| Coastal Capital Group, Inc. | 155 | $11.0K | 0.00% | +1+0.6% | Added |
| Glassman Wealth Services | 160 | $11.0K | 0.00% | +15+10.3% | Added |
| Concord Wealth Partners | 160 | $11.0K | 0.00% | +135+540.0% | Added |
| Capital Advisors, Ltd. LLC | 156 | $11.0K | 0.00% | +156 | New |
| Stonebridge Capital Advisors LLC | 165 | $11.0K | 0.00% | +165 | New |
| Clearview Wealth Advisors LLC | 150 | $10.0K | 0.01% | −900−85.7% | Reduced |
| Investors Research Corp | 145 | $10.0K | 0.00% | 00.0% | Unchanged |
| FourThought Financial, LLC | 119 | $8.00K | 0.00% | −60−33.5% | Reduced |
| TSFG, LLC | 113 | $8.00K | 0.00% | +84+289.7% | Added |
| Northwest Investment Counselors, LLC | 119 | $8.00K | 0.00% | +119 | New |
| Gables Capital Management Inc. | 100 | $7.00K | 0.00% | 00.0% | Unchanged |
| Carroll Financial Associates, Inc. | 110 | $7.00K | 0.00% | +26+31.0% | Added |
| Hexagon Capital Partners LLC | 106 | $7.00K | 0.00% | +106 | New |
| Robbins Farley LLC | 101 | $7.00K | 0.01% | +101 | New |
| C M Bidwell & Associates Ltd | 92 | $6.00K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 91 | $6.00K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 78 | $5.00K | 0.00% | −300−79.4% | Reduced |
| JNBA Financial Advisors | 73 | $5.00K | 0.00% | 00.0% | Unchanged |