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 |
|---|---|---|---|---|---|
| Tarbox Family Office, Inc. | 75 | $5.00K | 0.00% | +2+2.7% | Added |
| Capital Analysts, LLC | 73 | $5.00K | 0.00% | 00.0% | Unchanged |
| Professional Financial Advisors, LLC | 68 | $5.00K | 0.00% | 00.0% | Unchanged |
| IronBridge Private Wealth, LLC | 70 | $5.00K | 0.00% | 00.0% | Unchanged |
| TD Ameritrade Investment Management, LLC | 80 | $5.00K | 0.00% | +23+40.4% | Added |
| Alaska Permanent Fund Corp | 73 | $5.00K | 0.00% | +73 | New |
| EverSource Wealth Advisors, LLC | 70 | $5.00K | 0.00% | +70 | New |
| TAP Consulting, LLC | 72 | $5.00K | 0.00% | +72 | New |
| Retirement Planning Co of New England, Inc. | 85 | $5.00K | 0.00% | +85 | New |
| Federation des caisses Desjardins du Quebec | 71 | $4.87K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 64 | $4.00K | 0.00% | −18−22.0% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 64 | $4.00K | 0.00% | 00.0% | Unchanged |
| CNB Bank | 63 | $4.00K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 64 | $4.00K | 0.00% | 00.0% | Unchanged |
| Corsicana & Co. | 59 | $4.00K | 0.00% | 00.0% | Unchanged |
| PFG Private Wealth Management, LLC | 56 | $4.00K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 56 | $4.00K | 0.00% | 00.0% | Unchanged |
| Hartford Financial Management Inc. | 44 | $3.00K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 42 | $3.00K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 41 | $3.00K | 0.00% | +41 | New |
| Manchester Capital Management LLC | 35 | $2.00K | 0.00% | −2,399−98.6% | Reduced |
| Edge Wealth Management LLC | 25 | $2.00K | 0.00% | 00.0% | Unchanged |
| Retirement Group, LLC | 34 | $2.00K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 22 | $2.00K | 0.00% | 00.0% | Unchanged |
| Amplius Wealth Advisors, LLC | 41 | $2.00K | 0.00% | +41 | New |
| Fieldpoint Private Securities, LLC | 11 | $1.00K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 12 | $1.00K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 15 | $1.00K | 0.00% | 00.0% | Unchanged |
| Lenox Wealth Advisors, LLC | 8 | $1.00K | 0.00% | 00.0% | Unchanged |
| Trustcore Financial Services, LLC | 17 | $1.00K | 0.00% | +17 | New |
| Schubert & Co | 16 | $1.00K | 0.00% | +16 | New |
| Snowden Capital Advisors LLC | 15 | $1.00K | 0.00% | +15 | New |
| SOA Wealth Advisors, LLC. | 8 | $0 | 0.00% | 00.0% | Unchanged |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −721,022−100.0% | Sold out |
| Meeder Asset Management Inc | 0 | $0 | 0.00% | −143,709−100.0% | Sold out |
| Coann Capital LLC | 0 | $0 | 0.00% | −116,471−100.0% | Sold out |
| Bright Rock Capital Management, LLC | 0 | $0 | 0.00% | −90,000−100.0% | Sold out |
| Pinebridge Investments, L.P. | 0 | $0 | 0.00% | −64,507−100.0% | Sold out |
| NN Investment Partners Holdings N.V. | 0 | $0 | 0.00% | −63,576−100.0% | Sold out |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −59,218−100.0% | Sold out |
| Mirabella Financial Services LLP | 0 | $0 | 0.00% | −45,054−100.0% | Sold out |
| Two Sigma Advisers, LP | 0 | $0 | 0.00% | −40,400−100.0% | Sold out |
| Yaupon Capital Management LP | 0 | $0 | 0.00% | −34,800−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −28,033−100.0% | Sold out |
| Cassia Capital Partners, LLC | 0 | $0 | 0.00% | −20,791−100.0% | Sold out |
| Quantitative Investment Management, LLC | 0 | $0 | 0.00% | −18,692−100.0% | Sold out |
| Quantamental Technologies LLC | 0 | $0 | 0.00% | −17,058−100.0% | Sold out |
| Seven Eight Capital, LP | 0 | $0 | 0.00% | −17,000−100.0% | Sold out |
| Pendal Group Limited | 0 | $0 | 0.00% | −14,976−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −12,872−100.0% | Sold out |
| Worldquant Millennium Advisors LLC | 0 | $0 | 0.00% | −12,115−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −9,166−100.0% | Sold out |
| Blueshift Asset Management, LLC | 0 | $0 | 0.00% | −6,724−100.0% | Sold out |
| Centiva Capital, LP | 0 | $0 | 0.00% | −6,239−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −5,722−100.0% | Sold out |
| Vontobel Holding Ltd. | 0 | $0 | 0.00% | −5,128−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −4,493−100.0% | Sold out |
| FORA Capital, LLC | 0 | $0 | 0.00% | −4,149−100.0% | Sold out |
| NuWave Investment Management, LLC | 0 | $0 | 0.00% | −4,066−100.0% | Sold out |
| Beacon Pointe Advisors, LLC | 0 | $0 | 0.00% | −3,911−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −3,700−100.0% | Sold out |
| Connor, Clark & Lunn Investment Management Ltd. | 0 | $0 | 0.00% | −3,702−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −3,446−100.0% | Sold out |
| Phoenix Wealth Advisors | 0 | $0 | 0.00% | −3,250−100.0% | Sold out |
| Point72 Hong Kong Ltd | 0 | $0 | 0.00% | −2,367−100.0% | Sold out |
| Global Retirement Partners, LLC | 0 | $0 | 0.00% | −1,128−100.0% | Sold out |
| Capstone Investment Advisors, LLC | 0 | $0 | 0.00% | −1,011−100.0% | Sold out |
| Consolidated Planning Corp | 0 | $0 | 0.00% | −945−100.0% | Sold out |
| Jacobi Capital Management LLC | 0 | $0 | 0.00% | −918−100.0% | Sold out |
| Pacitti Group Inc. | 0 | $0 | 0.00% | −501−100.0% | Sold out |
| Private Ocean, LLC | 0 | $0 | 0.00% | −268−100.0% | Sold out |
| Optimum Investment Advisors | 0 | $0 | 0.00% | −247−100.0% | Sold out |
| Capital Directions Investment Advisors, LLC | 0 | $0 | 0.00% | −150−100.0% | Sold out |
| Red Tortoise LLC | 0 | $0 | 0.00% | −142−100.0% | Sold out |
| Arkadios Wealth Advisors | 0 | $0 | 0.00% | −132−100.0% | Sold out |
| Meridian Wealth Partners, LLC | 0 | $0 | 0.00% | −114−100.0% | Sold out |
| Resolute Partners Group | 0 | $0 | 0.00% | −107−100.0% | Sold out |
| O'Shaughnessy Asset Management, LLC | 0 | $0 | 0.00% | −85−100.0% | Sold out |
| Sterling Financial Planning, Inc. | 0 | $0 | 0.00% | −78−100.0% | Sold out |
| NEXT Financial Group, Inc | 0 | $0 | 0.00% | −21−100.0% | Sold out |
| Systematic Alpha Investments, LLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| B.S. Pension Fund Trustee Ltd acting for the British Steel Pension Fund | – | – | – | – | Not filed |
| Sonora Investment Management, LLC | – | – | – | – | Not filed |
| Optimal Asset Management, Inc. | – | – | – | – | Not filed |
| World Asset Management Inc | – | – | – | – | Not filed |
| First Mercantile Trust Co | – | – | – | – | Not filed |
| Ameritas Investment Company, LLC | – | – | – | – | Not filed |
| HighPoint Advisor Group LLC | – | – | – | – | Not filed |
| Berman Capital Advisors, LLC | – | – | – | – | Not filed |
| Wealth Quarterback LLC | – | – | – | – | Not filed |