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 |
|---|---|---|---|---|---|
| People's United Financial, Inc. | 3,369 | $230.0K | 0.01% | −1,316−28.1% | Reduced |
| Advisor Partners LLC | 3,360 | $230.0K | 0.01% | −9−0.3% | Reduced |
| Cornell Pochily Investment Advisors, Inc. | 3,416 | $233.0K | 0.09% | 00.0% | Unchanged |
| Park Avenue Securities LLC | 3,414 | $233.0K | 0.00% | +3,414 | New |
| Wrapmanager Inc | 3,430 | $234.0K | 0.06% | +177+5.4% | Added |
| Proequities, Inc. | 3,470 | $237.0K | 0.02% | +43+1.3% | Added |
| Tompkins Financial Corp | 3,484 | $238.0K | 0.03% | +2,484+248.4% | Added |
| Walter & Keenan Financial Consulting Co | 3,500 | $239.0K | 0.08% | 00.0% | Unchanged |
| Pensionmark Financial Group, LLC | 3,558 | $243.0K | 0.05% | 00.0% | Unchanged |
| Mather Group, LLC. | 3,570 | $244.0K | 0.00% | +3,570 | New |
| Wealth Alliance Advisory Group, LLC | 3,582 | $245.0K | 0.11% | −3,639−50.4% | Reduced |
| IBM Retirement Fund | 3,614 | $247.0K | 0.03% | −183−4.8% | Reduced |
| Cetera Advisors LLC | 3,627 | $248.0K | 0.00% | +501+16.0% | Added |
| Vestcor Inc | 3,627 | $248.0K | 0.01% | +797+28.2% | Added |
| B. Metzler seel. Sohn & Co. AG | 3,644 | $249.0K | 0.00% | 00.0% | Unchanged |
| Metis Global Partners, LLC | 3,632 | $249.0K | 0.03% | +3,632 | New |
| Sound Income Strategies, LLC | 3,701 | $253.0K | 0.03% | +27+0.7% | Added |
| Bailard, Inc. | 3,735 | $255.0K | 0.01% | +226+6.4% | Added |
| Independent Advisor Alliance | 3,779 | $258.0K | 0.01% | +10.0% | Added |
| Empirical Finance, LLC | 3,796 | $259.0K | 0.03% | +480+14.5% | Added |
| Sawtooth Solutions, LLC | 3,783 | $259.0K | 0.03% | +3,783 | New |
| Huntington National Bank | 3,804 | $260.0K | 0.00% | +9+0.2% | Added |
| Teza Capital Management LLC | 3,824 | $261.0K | 0.10% | +3,824 | New |
| Waters Parkerson & Co., LLC | 3,835 | $262.0K | 0.01% | 00.0% | Unchanged |
| Symmetry Partners, LLC | 3,872 | $265.0K | 0.02% | 00.0% | Unchanged |
| Texas Yale Capital Corp. | 3,892 | $266.0K | 0.01% | 00.0% | Unchanged |
| IHT Wealth Management, LLC | 3,918 | $268.0K | 0.02% | +3+0.1% | Added |
| Cornerstone Wealth Management, LLC | 3,962 | $271.0K | 0.03% | +10.0% | Added |
| Massmutual Trust Co FSB | 3,973 | $272.0K | 0.01% | −44−1.1% | Reduced |
| Cigna Investments Inc | 3,990 | $273.0K | 0.03% | −1,166−22.6% | Reduced |
| Arete Wealth Advisors, LLC | 4,009 | $274.0K | 0.02% | +576+16.8% | Added |
| D.A. Davidson & Co. | 4,040 | $276.0K | 0.00% | +71+1.8% | Added |
| Cetera Investment Advisers | 4,050 | $277.0K | 0.00% | +257+6.8% | Added |
| Glassy Mountain Advisors, Inc. | 4,105 | $281.0K | 0.14% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 4,135 | $283.0K | 0.01% | +10.0% | Added |
| Fulcrum Asset Management LLP | – | $283.0K | 0.08% | – | – |
| Calton & Associates, Inc. | 4,179 | $285.0K | 0.08% | −28−0.7% | Reduced |
| Ashfield Capital Partners, LLC | 4,172 | $285.0K | 0.02% | 00.0% | Unchanged |
| Lido Advisors, LLC | 4,190 | $286.0K | 0.01% | −33−0.8% | Reduced |
| Bedel Financial Consulting, Inc. | 4,197 | $287.0K | 0.09% | −955−18.5% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 4,256 | $291.0K | 0.07% | +4,256 | New |
| United Capital Management of KS, Inc. | 4,267 | $292.0K | 0.11% | −24−0.6% | Reduced |
| Fifth Third Bancorp | 4,358 | $298.0K | 0.00% | +23+0.5% | Added |
| Laurel Wealth Advisors, Inc. | 4,462 | $305.0K | 0.03% | +10+0.2% | Added |
| Raleigh Capital Management Inc. | 4,484 | $307.0K | 0.17% | +749+20.1% | Added |
| Banque Pictet & Cie SA | 4,528 | $309.0K | 0.00% | −521−10.3% | Reduced |
| Woodward Diversified Capital, LLC | 4,587 | $313.0K | 0.20% | +407+9.7% | Added |
| Clear Street Markets LLC | 4,594 | $314.0K | 0.09% | +4,594 | New |
| MainStreet Investment Advisors LLC | 4,631 | $316.0K | 0.03% | −49−1.0% | Reduced |
| Capital International Inc | 4,639 | $317.0K | 0.00% | +4,639 | New |
| Black Diamond Financial, LLC | 4,729 | $323.0K | 0.10% | +4,729 | New |
| Johnson Investment Counsel Inc | 4,803 | $328.0K | 0.00% | +60+1.3% | Added |
| Murphy Capital Management Inc | 4,837 | $330.0K | 0.04% | −97−2.0% | Reduced |
| Brookstone Capital Management | 4,686 | $331.0K | 0.01% | −23−0.5% | Reduced |
| Tocqueville Asset Management L.P. | 4,900 | $335.0K | 0.01% | 00.0% | Unchanged |
| Veritable, L.P. | 4,925 | $337.0K | 0.01% | −81−1.6% | Reduced |
| Horizon Investment Services, LLC | 5,034 | $344.0K | 0.18% | −79−1.5% | Reduced |
| Cypress Capital Group | 4,947 | $346.0K | 0.04% | −2,816−36.3% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 5,039 | $348.0K | 0.00% | −702−12.2% | Reduced |
| Gilbert & Cook, Inc. | 5,104 | $349.0K | 0.06% | +259+5.3% | Added |
| William Allan, LLC | 5,125 | $350.0K | 0.26% | −10−0.2% | Reduced |
| Townsend & Associates, Inc | 4,925 | $350.0K | 0.16% | +43+0.9% | Added |
| Hennion & Walsh Asset Management, Inc. | 5,303 | $362.0K | 0.02% | +5,303 | New |
| Advisory Services Network, LLC | 5,328 | $363.0K | 0.01% | −494−8.5% | Reduced |
| Cresset Asset Management, LLC | 5,407 | $369.0K | 0.00% | −1,368−20.2% | Reduced |
| Dakota Wealth Management | 5,404 | $370.0K | 0.03% | +2,472+84.3% | Added |
| Jane Street Group, LLC | 5,464 | $373.0K | 0.00% | −17,175−75.9% | Reduced |
| Schulhoff & Co Inc | 5,500 | $375.0K | 0.16% | 00.0% | Unchanged |
| Central Trust Co | 5,510 | $377.0K | 0.01% | −614−10.0% | Reduced |
| Jackson Creek Investment Advisors LLC | 5,574 | $381.0K | 0.14% | −156−2.7% | Reduced |
| Meeder Asset Management Inc | 5,646 | $386.0K | 0.02% | +5,646 | New |
| Resources Investment Advisors, LLC. | 5,675 | $388.0K | 0.01% | +129+2.3% | Added |
| Regentatlantic Capital LLC | 5,780 | $395.0K | 0.01% | −292−4.8% | Reduced |
| Two Sigma Investments, LP | 5,820 | $398.0K | 0.00% | −34,327−85.5% | Reduced |
| CIBC World Markets Inc. | 5,924 | $405.0K | 0.00% | +1,214+25.8% | Added |
| American National Registered Investment Advisor, Inc. | 5,941 | $406.0K | 0.15% | −156−2.6% | Reduced |
| Toews Corp | 6,000 | $410.0K | 0.07% | +6,000 | New |
| Prudential PLC | 6,021 | $411.0K | 0.01% | +6,021 | New |
| Kestra Advisory Services, LLC | 6,256 | $428.0K | 0.00% | −166−2.6% | Reduced |
| Redpoint Investment Management Pty Ltd | 6,461 | $442.0K | 0.04% | −30,088−82.3% | Reduced |
| American National Insurance Co | 6,470 | $442.0K | 0.12% | −1,495−18.8% | Reduced |
| Horizon Investments, LLC | 6,488 | $443.0K | 0.01% | +1,138+21.3% | Added |
| John G Ullman & Associates Inc | 6,499 | $444.0K | 0.06% | 00.0% | Unchanged |
| Adamsbrown Wealth Consultants LLC | 6,551 | $448.0K | 0.35% | +423+6.9% | Added |
| Trust Co of Kansas | 6,573 | $449.0K | 0.24% | −329−4.8% | Reduced |
| Kornitzer Capital Management Inc | 6,579 | $450.0K | 0.01% | 00.0% | Unchanged |
| Chicago Partners Investment Group LLC | 6,752 | $453.0K | 0.03% | −80−1.2% | Reduced |
| Amica Retiree Medical Trust | 6,689 | $457.0K | 0.43% | 00.0% | Unchanged |
| Waterfront Wealth Inc. | 6,441 | $457.0K | 0.16% | 00.0% | Unchanged |
| Country Club Bank | 6,780 | $462.0K | 0.04% | +6,780 | New |
| Los Angeles Capital Management LLC | 6,780 | $463.0K | 0.00% | 00.0% | Unchanged |
| Kentucky Retirement Systems Insurance Trust Fund | 6,768 | $463.0K | 0.04% | +687+11.3% | Added |
| Ci Investments Inc. | 6,786 | $464.0K | 0.00% | 00.0% | Unchanged |
| Capital Asset Advisory Services LLC | 6,874 | $470.0K | 0.05% | +363+5.6% | Added |
| Trust Co | 6,892 | $471.0K | 0.09% | 00.0% | Unchanged |
| Virtue Capital Management, LLC | 6,934 | $474.0K | 0.07% | +2,140+44.6% | Added |
| MQS Management LLC | 7,059 | $482.0K | 0.39% | +7,059 | New |
| Regions Financial Corp | 7,090 | $485.0K | 0.00% | −284−3.9% | Reduced |
| Smith, Moore & Co. | 7,222 | $494.0K | 0.07% | +519+7.7% | Added |
| Banque Cantonale Vaudoise | 7,300 | $499.0K | 0.02% | 00.0% | Unchanged |