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 |
|---|---|---|---|---|---|
| Financial Avengers, Inc. | 499 | $34.0K | 0.02% | +5+1.0% | Added |
| Dividend Assets Capital, LLC | 545 | $37.0K | 0.01% | −72−11.7% | Reduced |
| Mark Sheptoff Financial Planning, LLC | 538 | $37.0K | 0.02% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 546 | $37.4K | 0.00% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 556 | $38.0K | 0.02% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 550 | $38.0K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 571 | $39.0K | 0.00% | 00.0% | Unchanged |
| Tevis Investment Management | 561 | $40.0K | 0.04% | +182+48.0% | Added |
| Tucker Asset Management LLC | 590 | $40.3K | 0.01% | 00.0% | Unchanged |
| M&R Capital Management Inc | 610 | $41.0K | 0.01% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 598 | $41.0K | 0.01% | 00.0% | Unchanged |
| Key Financial Inc | 598 | $41.0K | 0.02% | 00.0% | Unchanged |
| Zullo Investment Group, Inc. | 600 | $41.0K | 0.02% | 00.0% | Unchanged |
| Mechanics Financial Corp | 620 | $42.0K | 0.02% | 00.0% | Unchanged |
| Washington Trust Co | 647 | $44.0K | 0.00% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 660 | $45.0K | 0.05% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 658 | $45.0K | 0.00% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 681 | $47.0K | 0.00% | 00.0% | Unchanged |
| West Financial Advisors, LLC | 681 | $47.0K | 0.01% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 699 | $48.0K | 0.02% | −182−20.7% | Reduced |
| Vigilant Capital Management, LLC | 700 | $48.0K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 781 | $53.0K | 0.00% | −1,598−67.2% | Reduced |
| City State Bank | 808 | $55.0K | 0.03% | 00.0% | Unchanged |
| Signaturefd, LLC | 850 | $58.0K | 0.00% | −371−30.4% | Reduced |
| Zions Bancorporation, N.A. | 863 | $59.0K | 0.01% | 00.0% | Unchanged |
| Private Capital Group, LLC | 870 | $60.0K | 0.01% | +182+26.5% | Added |
| City Holding Co | 895 | $61.0K | 0.01% | 00.0% | Unchanged |
| Altshuler Shaham Ltd | 913 | $62.0K | 0.00% | −30−3.2% | Reduced |
| Smithfield Trust Co | 924 | $63.0K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 928 | $63.0K | 0.00% | +10+1.1% | Added |
| Selective Wealth Management, Inc. | 942 | $64.0K | 0.02% | +716+316.8% | Added |
| Mondrian Investment Partners LTD | 966 | $66.0K | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 985 | $67.0K | 0.00% | −22−2.2% | Reduced |
| Spire Wealth Management | 992 | $68.0K | 0.00% | −3,528−78.1% | Reduced |
| First Financial Corp | 1,000 | $68.0K | 0.04% | 00.0% | Unchanged |
| Montag A & Associates Inc | 1,000 | $68.0K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 1,025 | $70.0K | 0.00% | 00.0% | Unchanged |
| Covington Capital Management | 1,025 | $70.0K | 0.00% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 1,085 | $74.0K | 0.08% | 00.0% | Unchanged |
| Larson Financial Group LLC | 1,157 | $79.0K | 0.01% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 1,174 | $80.0K | 0.00% | +1,159+7,726.7% | Added |
| American State Bank (Iowa) | 1,196 | $81.7K | 0.06% | 00.0% | Unchanged |
| Sargent Bickham Lagudis LLC | 1,199 | $82.0K | 0.01% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 1,278 | $88.0K | 0.01% | −304−19.2% | Reduced |
| Bessemer Group Inc | 1,284 | $88.0K | 0.00% | +79+6.6% | Added |
| Skandinaviska Enskilda Banken AB (publ) | 1,306 | $89.0K | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 1,332 | $91.0K | 0.03% | +1,332 | New |
| Money Concepts Capital Corp | 1,366 | $93.0K | 0.01% | +1,366 | New |
| GPS Wealth Strategies Group, LLC | 1,388 | $95.0K | 0.02% | 00.0% | Unchanged |
| RWM Asset Management, LLC | 1,466 | $100.0K | 0.02% | +385+35.6% | Added |
| American Portfolios Advisors | 1,469 | $100.4K | 0.00% | +8+0.5% | Added |
| South State Corp. | 1,500 | $103.0K | 0.01% | +1,500 | New |
| Credit Agricole S A | 1,610 | $110.0K | 0.00% | +212+15.2% | Added |
| Allworth Financial LP | 1,649 | $113.0K | 0.00% | 00.0% | Unchanged |
| Huber Capital Management LLC | 1,758 | $120.0K | 0.03% | −14,494−89.2% | Reduced |
| First Command Financial Services, Inc. | 1,815 | $124.0K | 0.02% | 00.0% | Unchanged |
| First Command Bank | 1,815 | $124.0K | 0.02% | 00.0% | Unchanged |
| Sentry Investment Management LLC | 1,828 | $125.0K | 0.04% | −728−28.5% | Reduced |
| Johnson Midwest Financial, LLC | 1,867 | $128.0K | 0.18% | 00.0% | Unchanged |
| Hudock, Inc. | 1,973 | $134.0K | 0.04% | −209−9.6% | Reduced |
| Fortis Advisors, LLC | 1,970 | $135.0K | 0.07% | +1,970 | New |
| Kelly Financial Services LLC | 2,035 | $139.1K | 0.06% | +18+0.9% | Added |
| Deseret Mutual Benefit Administrators | 2,069 | $141.0K | 0.03% | −269−11.5% | Reduced |
| Global Retirement Partners, LLC | 2,174 | $151.0K | 0.01% | +2,174 | New |
| Covestor Ltd | 2,379 | $163.0K | 0.11% | +1,391+140.8% | Added |
| Quent Capital, LLC | 2,501 | $171.0K | 0.03% | +1,070+74.8% | Added |
| Jones Financial Companies LLLP | 2,580 | $176.0K | 0.00% | −1,840−41.6% | Reduced |
| SRS Capital Advisors, Inc. | 2,664 | $182.0K | 0.02% | 00.0% | Unchanged |
| Dixon Hughes Goodman Wealth Advisors LLC | 2,669 | $182.0K | 0.05% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 2,800 | $191.0K | 0.06% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 2,873 | $196.0K | 0.01% | −16−0.6% | Reduced |
| Longfellow Investment Management Co LLC | 2,903 | $199.0K | 0.03% | 00.0% | Unchanged |
| WealthBridge Capital Management, LLC | 2,923 | $200.0K | 0.07% | +2,923 | New |
| Nova R Wealth, Inc. | 2,944 | $201.0K | 0.17% | +16+0.5% | Added |
| Heron Financial Group, LLC | 2,935 | $201.0K | 0.10% | +2,935 | New |
| MAI Capital Management | 2,977 | $203.0K | 0.00% | −352−10.6% | Reduced |
| Phoenix Wealth Advisors | 2,893 | $204.0K | 0.21% | +2,893 | New |
| Toroso Investments, LLC | 3,000 | $205.0K | 0.01% | +3,000 | New |
| Savant Capital, LLC | 3,018 | $206.0K | 0.01% | +3,018 | New |
| Ifrah Financial Services, Inc. | 3,025 | $207.0K | 0.06% | −2−0.1% | Reduced |
| CAPROCK Group, Inc. | 3,044 | $208.0K | 0.02% | −11−0.4% | Reduced |
| Kavar Capital Partners Group, LLC | 3,058 | $209.0K | 0.05% | +3,058 | New |
| Dorsey & Whitney Trust CO LLC | 3,095 | $211.0K | 0.02% | +15+0.5% | Added |
| Parallel Advisors, LLC | 3,122 | $213.0K | 0.01% | −144−4.4% | Reduced |
| Royal Fund Management, LLC | 3,130 | $213.0K | 0.03% | +10.0% | Added |
| AdvisorNet Financial, Inc | 3,118 | $213.0K | 0.01% | +924+42.1% | Added |
| Ameritas Investment Partners, Inc. | 3,141 | $215.0K | 0.01% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 3,157 | $216.0K | 0.04% | −502−13.7% | Reduced |
| United Capital Financial Advisers, LLC | 3,199 | $219.0K | 0.00% | −996−23.7% | Reduced |
| Compass Financial Advisors LLC | 3,201 | $219.0K | 0.24% | 00.0% | Unchanged |
| Soltis Investment Advisors LLC | 3,219 | $220.0K | 0.03% | +48+1.5% | Added |
| Hightower 6M Holding, LLC | 3,214 | $220.0K | 0.02% | +3,214 | New |
| Beacon Pointe Advisors, LLC | 3,242 | $222.0K | 0.00% | +3,242 | New |
| IMA Wealth, Inc. | 3,289 | $225.0K | 0.05% | 00.0% | Unchanged |
| Checchi Capital Advisers, LLC | 3,286 | $225.0K | 0.02% | +343+11.7% | Added |
| Verity Asset Management, Inc. | 3,281 | $225.0K | 0.14% | +3,281 | New |
| Transcend Wealth Collective, LLC | 3,300 | $226.0K | 0.02% | 00.0% | Unchanged |
| PAX Financial Group, LLC | 3,307 | $226.0K | 0.05% | +3,307 | New |
| Ameritas Advisory Services, LLC | 3,315 | $227.0K | 0.01% | +354+12.0% | Added |
| BKD Wealth Advisors, LLC | 3,320 | $227.0K | 0.01% | +3,320 | New |