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, Q1 2022
Institutional positions in Evergy, Inc. as of Mar 31, 2022. 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
- 641
- +17 vs. Q4 2021
- Shares held
- 190.3M
- −9.90M (−4.9%) vs. Q4 2021
- Total value
- $13.0B
- −$725.3M (−5.3%) vs. Q4 2021
- New holders
- 77
- 215 more added
- Sold out
- 60
- 215 more reduced
9 institutions that held it in Q4 2021 haven't filed for Q1 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2022
Shares, value and share of portfolio for each institution holding Evergy, Inc.; share changes are against Q4 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Carolinas Wealth Consulting LLC | 7 | $0 | 0.00% | −5−41.7% | Reduced |
| SOA Wealth Advisors, LLC. | 8 | $0 | 0.00% | 00.0% | Unchanged |
| CNB Bank | 15 | $1.00K | 0.00% | −48−76.2% | Reduced |
| Manchester Capital Management LLC | 17 | $1.00K | 0.00% | −18−51.4% | Reduced |
| Lenox Wealth Advisors, LLC | 8 | $1.00K | 0.00% | 00.0% | Unchanged |
| Fieldpoint Private Securities, LLC | 11 | $1.00K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 18 | $1.00K | 0.00% | +2+12.5% | Added |
| GW&K Investment Management, LLC | 15 | $1.00K | 0.00% | +15 | New |
| CIBC Private Wealth Group, LLC | 18 | $1.00K | 0.00% | +18 | New |
| Siena Capital LLC | 8 | $1.00K | 0.00% | +8 | New |
| BerganKDV Wealth Management, LLC | 31 | $2.00K | 0.00% | −169−84.5% | Reduced |
| MV Capital Management, Inc. | 22 | $2.00K | 0.00% | 00.0% | Unchanged |
| Retirement Group, LLC | 34 | $2.00K | 0.00% | 00.0% | Unchanged |
| Certified Advisory Corp | 26 | $2.00K | 0.00% | +26 | New |
| Disciplined Investments, LLC | 26 | $2.00K | 0.00% | +26 | New |
| TCWP LLC | 38 | $2.00K | 0.00% | +38 | New |
| Karlinski Andrew C | 33 | $2.00K | 0.00% | +33 | New |
| Worth Asset Management, LLC | 24 | $2.00K | 0.00% | +24 | New |
| Hartford Financial Management Inc. | 44 | $3.00K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 48 | $3.00K | 0.00% | +6+14.3% | Added |
| Loomis Sayles & Co L P | 42 | $3.00K | 0.00% | +42 | New |
| Cordant, Inc. | 40 | $3.00K | 0.00% | +40 | New |
| Alaska Permanent Fund Corp | 62 | $4.00K | 0.00% | −11−15.1% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 64 | $4.00K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 64 | $4.00K | 0.00% | 00.0% | Unchanged |
| PFG Private Wealth Management, LLC | 56 | $4.00K | 0.00% | 00.0% | Unchanged |
| Corsicana & Co. | 59 | $4.00K | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 59 | $4.03K | 0.00% | +59 | New |
| Federation des caisses Desjardins du Quebec | 71 | $4.85K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 73 | $5.00K | 0.00% | 00.0% | Unchanged |
| Tarbox Family Office, Inc. | 75 | $5.00K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 73 | $5.00K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 78 | $5.00K | 0.00% | 00.0% | Unchanged |
| Professional Financial Advisors, LLC | 68 | $5.00K | 0.00% | 00.0% | Unchanged |
| IndexIQ Advisors LLC | 74 | $5.00K | 0.00% | +74 | New |
| C M Bidwell & Associates Ltd | 92 | $6.00K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 91 | $6.00K | 0.00% | 00.0% | Unchanged |
| TD Ameritrade Investment Management, LLC | 83 | $6.00K | 0.00% | +3+3.8% | Added |
| Gables Capital Management Inc. | 100 | $7.00K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 106 | $7.00K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 103 | $7.00K | 0.00% | +33+47.1% | Added |
| JFS Wealth Advisors, LLC | 103 | $7.00K | 0.00% | +62+151.2% | Added |
| Northwest Investment Counselors, LLC | 119 | $8.00K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 113 | $8.00K | 0.00% | 00.0% | Unchanged |
| FourThought Financial, LLC | 119 | $8.00K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 116 | $8.00K | 0.00% | +116 | New |
| Glassman Wealth Services | 136 | $9.00K | 0.00% | −24−15.0% | Reduced |
| Country Trust Bank | 147 | $10.0K | 0.00% | −115−43.9% | Reduced |
| Capital Advisors, Ltd. LLC | 150 | $10.0K | 0.00% | −6−3.8% | Reduced |
| Investors Research Corp | 145 | $10.0K | 0.00% | 00.0% | Unchanged |
| Capital Directions Investment Advisors, LLC | 150 | $10.0K | 0.00% | +150 | New |
| Paladin Advisory Group, LLC | 145 | $10.0K | 0.01% | +145 | New |
| Clearstead Advisors, LLC | 161 | $11.0K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 157 | $11.0K | 0.00% | 00.0% | Unchanged |
| Coastal Capital Group, Inc. | 157 | $11.0K | 0.00% | +2+1.3% | Added |
| Concord Wealth Partners | 160 | $11.0K | 0.00% | 00.0% | Unchanged |
| 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 | 180 | $12.0K | 0.00% | +6+3.4% | Added |
| Sutton Wealth Advisors Inc. | 178 | $12.2K | 0.00% | +17+10.6% | Added |
| Bartlett & Co. Wealth Management LLC | 189 | $12.9K | 0.00% | +189 | New |
| Baystate Wealth Management LLC | 185 | $13.0K | 0.00% | 00.0% | Unchanged |
| Accel Wealth Management | 185 | $13.0K | 0.01% | +1+0.5% | Added |
| Bartlett & Co. LLC | 189 | $13.0K | 0.00% | +189 | New |
| Kepos Capital LP | 201 | $14.0K | 0.00% | −1,152−85.1% | Reduced |
| Column Capital Advisors, LLC | 200 | $14.0K | 0.00% | −21−9.5% | Reduced |
| Caldwell Trust Co | 211 | $14.4K | 0.00% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 226 | $15.0K | 0.01% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 230 | $16.0K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 239 | $16.0K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 256 | $17.0K | 0.00% | −35−12.0% | Reduced |
| Acadian Asset Management LLC | 260 | $17.0K | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 258 | $18.0K | 0.00% | +2+0.8% | Added |
| First Horizon Advisors, Inc. | 299 | $20.0K | 0.00% | −1,165−79.6% | Reduced |
| Ellevest, Inc. | 299 | $20.0K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 299 | $20.0K | 0.00% | +299 | New |
| Tortoise Investment Management, LLC | 312 | $21.0K | 0.00% | 00.0% | Unchanged |
| Achmea Investment Management B.V. | 331 | $22.0K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 327 | $22.0K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 321 | $22.0K | 0.00% | 00.0% | Unchanged |
| Ellis Investment Partners, LLC | 328 | $22.0K | 0.01% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 332 | $22.7K | 0.01% | 00.0% | Unchanged |
| Burleson & Company, LLC | 330 | $23.0K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 353 | $24.0K | 0.00% | −750−68.0% | Reduced |
| FinTrust Capital Advisors, LLC | 354 | $24.0K | 0.01% | −119−25.2% | Reduced |
| First Bank & Trust | 344 | $24.0K | 0.01% | 00.0% | Unchanged |
| Gemmer Asset Management LLC | 366 | $25.0K | 0.00% | 00.0% | Unchanged |
| Lansing Street Advisors | 361 | $26.0K | 0.02% | +361 | New |
| SWS Partners | 400 | $27.0K | 0.02% | +400 | New |
| John W. Brooker & Co., CPAs | 412 | $28.0K | 0.02% | 00.0% | Unchanged |
| Klaas Financial Asset Advisors, LLC | 412 | $28.0K | 0.01% | 00.0% | Unchanged |
| Cambridge Trust Co | 427 | $29.0K | 0.00% | 00.0% | Unchanged |
| Freedman Financial Associates, Inc. | 424 | $29.0K | 0.02% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 421 | $29.0K | 0.01% | +73+21.0% | Added |
| Koshinski Asset Management, Inc. | 436 | $29.8K | 0.00% | 00.0% | Unchanged |
| Cutler Group LP | 473 | $32.0K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 465 | $32.0K | 0.01% | +465 | New |
| Carolina Wealth Advisors, LLC | 478 | $33.0K | 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 |