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 |
|---|---|---|---|---|---|
| Raymond James Trust N.A. | 7,346 | $502.0K | 0.02% | −116−1.6% | Reduced |
| Jeppson Wealth Management, LLC | 7,455 | $509.0K | 0.24% | +20+0.3% | Added |
| Walleye Trading LLC | 7,574 | $518.0K | 0.01% | −4,727−38.4% | Reduced |
| Change Path, LLC | 7,703 | $527.0K | 0.03% | +1,397+22.2% | Added |
| Quadrature Capital Ltd | 7,713 | $527.0K | 0.02% | +7,713 | New |
| KCM Investment Advisors LLC | 7,793 | $533.0K | 0.02% | +1,526+24.3% | Added |
| Wade G W & Inc | 7,871 | $538.0K | 0.02% | 00.0% | Unchanged |
| Avantax Advisory Services, Inc. | 7,890 | $541.0K | 0.01% | +779+11.0% | Added |
| Garner Asset Management Corp | 7,950 | $543.0K | 0.22% | −84−1.0% | Reduced |
| JustInvest LLC | 7,972 | $545.0K | 0.03% | +126+1.6% | Added |
| Nicolet Bankshares Inc | 8,000 | $547.0K | 0.12% | 00.0% | Unchanged |
| Naples Global Advisors, LLC | 8,014 | $548.0K | 0.06% | −440−5.2% | Reduced |
| Mirador Capital Partners LP | 8,356 | $571.0K | 0.12% | −344−4.0% | Reduced |
| Balentine LLC | 8,371 | $572.0K | 0.02% | +8,371 | New |
| Lion Street Advisors, LLC | 8,439 | $578.0K | 0.30% | −887−9.5% | Reduced |
| Synovus Financial Corp | 8,541 | $587.0K | 0.01% | −300−3.4% | Reduced |
| SG Americas Securities, LLC | 8,621 | $589.0K | 0.01% | −42,006−83.0% | Reduced |
| Shell Asset Management Co | 8,613 | $589.0K | 0.01% | −1,418−14.1% | Reduced |
| CWM Advisors, LLC | 8,613 | $589.0K | 0.07% | +189+2.2% | Added |
| Cetera Advisor Networks LLC | 8,643 | $591.0K | 0.01% | −787−8.3% | Reduced |
| Intrust Bank NA | 8,845 | $604.0K | 0.08% | +1,881+27.0% | Added |
| Fairview Capital Investment Management, LLC | 9,000 | $615.0K | 0.04% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 9,024 | $617.0K | 0.01% | +9,024 | New |
| Meiji Yasuda Asset Management Co Ltd. | 9,040 | $618.0K | 0.03% | −300−3.2% | Reduced |
| Moors & Cabot, Inc. | 9,065 | $620.0K | 0.04% | −25−0.3% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 9,122 | $623.0K | 0.01% | −1,194−11.6% | Reduced |
| Aevitas Wealth Management, Inc. | 9,112 | $623.0K | 0.38% | +24+0.3% | Added |
| Steward Partners Investment Advisory, LLC | 9,846 | $673.0K | 0.01% | +1,649+20.1% | Added |
| Verition Fund Management LLC | 9,973 | $682.0K | 0.01% | −7,471−42.8% | Reduced |
| Vident Investment Advisory, LLC | 10,439 | $713.0K | 0.02% | −53,272−83.6% | Reduced |
| IFP Advisors, Inc | 13,041 | $714.0K | 0.01% | +7,362+129.6% | Added |
| Mattern Wealth Management LLC | 10,629 | $726.0K | 0.24% | +10+0.1% | Added |
| KBC Group NV | 10,650 | $728.0K | 0.00% | 00.0% | Unchanged |
| Profund Advisors LLC | 10,672 | $729.0K | 0.03% | +801+8.1% | Added |
| Dynamic Advisor Solutions LLC | 10,743 | $734.0K | 0.05% | −24−0.2% | Reduced |
| Gibson Wealth Advisors LLC | 11,400 | $779.0K | 0.79% | 00.0% | Unchanged |
| Crossmark Global Holdings, Inc. | 11,550 | $789.0K | 0.02% | −160−1.4% | Reduced |
| Janney Montgomery Scott LLC | 11,542 | $789.0K | 0.00% | +2,882+33.3% | Added |
| Keybank National Association | 11,598 | $793.0K | 0.00% | −13,460−53.7% | Reduced |
| Pacer Advisors, Inc. | 11,794 | $806.0K | 0.01% | −1,104−8.6% | Reduced |
| Nordea Investment Management AB | 11,895 | $815.0K | 0.00% | 00.0% | Unchanged |
| Prospera Financial Services Inc | 12,150 | $830.0K | 0.03% | +827+7.3% | Added |
| Bayesian Capital Management, LP | 12,274 | $839.0K | 0.13% | +12,274 | New |
| Moody National Bank Trust Division | 12,451 | $851.0K | 0.03% | −1,651−11.7% | Reduced |
| Private Advisor Group, LLC | 12,551 | $858.0K | 0.01% | +844+7.2% | Added |
| Blair William & Co | 12,622 | $863.0K | 0.00% | +657+5.5% | Added |
| Ninepoint Partners LP | 12,827 | $877.0K | 0.21% | +1,518+13.4% | Added |
| New Mexico Educational Retirement Board | 13,350 | $912.0K | 0.03% | −700−5.0% | Reduced |
| J.W. Cole Advisors, Inc. | 13,558 | $927.0K | 0.06% | −150−1.1% | Reduced |
| Daiwa Securities Group Inc. | 13,854 | $947.0K | 0.01% | +420+3.1% | Added |
| CIBC World Markets Corp | 13,941 | $953.0K | 0.01% | +5,768+70.6% | Added |
| JB Capital LLC | 14,028 | $959.0K | 0.09% | +14,028 | New |
| Metropolitan Life Insurance Co | 14,150 | $967.0K | 0.03% | −12,044−46.0% | Reduced |
| The PNC Financial Services Group, Inc. | 14,198 | $969.0K | 0.00% | +179+1.3% | Added |
| Kentucky Retirement Systems | 14,616 | $999.0K | 0.04% | +730+5.3% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 14,752 | $1.01M | 0.02% | +184+1.3% | Added |
| Eaton Vance Management | 14,910 | $1.02M | 0.00% | −149−1.0% | Reduced |
| Xponance, Inc. | 14,946 | $1.02M | 0.02% | +714+5.0% | Added |
| Northwestern Mutual Wealth Management Co | 15,263 | $1.04M | 0.00% | +617+4.2% | Added |
| Louisiana State Employees Retirement System | 14,500 | $1.05M | 0.02% | +100+0.7% | Added |
| Edmonds Duncan Registered Investment Advisors, LLC | 15,491 | $1.06M | 0.31% | −97−0.6% | Reduced |
| Teachers Retirement System of the State of Kentucky | 16,195 | $1.11M | 0.01% | −704−4.2% | Reduced |
| Albion Financial Group | 16,270 | $1.11M | 0.09% | −3,950−19.5% | Reduced |
| Blueshift Asset Management, LLC | 16,300 | $1.11M | 0.10% | +16,300 | New |
| ARGI Investment Services, LLC | 16,906 | $1.16M | 0.04% | +4,956+41.5% | Added |
| Financial Partners Group, Inc | 17,193 | $1.18M | 0.25% | +82+0.5% | Added |
| Baird Financial Group, Inc. | 17,353 | $1.19M | 0.00% | −16,498−48.7% | Reduced |
| Maryland State Retirement & Pension System | 17,360 | $1.19M | 0.03% | 00.0% | Unchanged |
| Eqis Capital Management, Inc. | 17,497 | $1.20M | 0.11% | +12,966+286.2% | Added |
| Centiva Capital, LP | 17,673 | $1.21M | 0.07% | +17,673 | New |
| SeaCrest Wealth Management, LLC | 17,927 | $1.23M | 0.14% | −26−0.1% | Reduced |
| Boothbay Fund Management, LLC | 18,000 | $1.23M | 0.04% | +13,558+305.2% | Added |
| Clear Sky Advisers, LLC | 18,000 | $1.23M | 6.68% | +18,000 | New |
| Millennium Management LLC | 18,044 | $1.23M | 0.00% | −160,844−89.9% | Reduced |
| Natixis | 18,414 | $1.26M | 0.00% | −21,556−53.9% | Reduced |
| Securian Asset Management, Inc | 18,492 | $1.26M | 0.02% | −300−1.6% | Reduced |
| Virginia Retirement Systems Et Al | 18,600 | $1.27M | 0.01% | 00.0% | Unchanged |
| Occudo Quantitative Strategies LP | 18,631 | $1.27M | 0.11% | +18,631 | New |
| Brookmont Capital Management | 19,039 | $1.30M | 0.78% | +258+1.4% | Added |
| Hancock Whitney Corp | 19,069 | $1.30M | 0.04% | −374−1.9% | Reduced |
| Gotham Asset Management, LLC | 19,329 | $1.32M | 0.04% | +9,696+100.7% | Added |
| Trilogy Capital Inc. | 19,786 | $1.35M | 0.10% | +19,786 | New |
| First Republic Investment Management, Inc. | 19,981 | $1.37M | 0.00% | +841+4.4% | Added |
| Mirae Asset Global Investments Co., Ltd. | 20,196 | $1.38M | 0.00% | +4,527+28.9% | Added |
| National Bank of Canada | 19,152 | $1.39M | 0.01% | −13,035−40.5% | Reduced |
| Norinchukin Bank, The | 20,541 | $1.40M | 0.02% | +1,283+6.7% | Added |
| Glenmede Trust Co NA | 20,852 | $1.42M | 0.01% | +20,852 | New |
| Retirement Planning Group | 20,859 | $1.43M | 0.16% | +55+0.3% | Added |
| Capital International Sarl | 21,385 | $1.46M | 0.07% | +21,385 | New |
| Hartford Investment Management Co | 21,631 | $1.48M | 0.04% | −1,671−7.2% | Reduced |
| Summit Global Investments | 22,318 | $1.52M | 0.11% | −5,831−20.7% | Reduced |
| Rockland Trust Co | 23,068 | $1.58M | 0.10% | −21,702−48.5% | Reduced |
| CoreFirst Bank & Trust | 23,071 | $1.58M | 1.08% | −2,392−9.4% | Reduced |
| Midwest Wealth Management Inc. | 23,299 | $1.59M | 0.97% | +1,061+4.8% | Added |
| Sagefield Capital LP | 23,500 | $1.61M | 0.70% | 00.0% | Unchanged |
| Gofen & Glossberg LLC | 23,643 | $1.62M | 0.04% | −1,323−5.3% | Reduced |
| Bokf, NA | 23,757 | $1.62M | 0.03% | +20,330+593.2% | Added |
| Virtus ETF Advisers LLC | 23,955 | $1.64M | 0.73% | −7,366−23.5% | Reduced |
| Point72 Hong Kong Ltd | 24,009 | $1.64M | 0.15% | +24,009 | New |
| Assetmark, Inc | 24,186 | $1.65M | 0.01% | +23,933+9,459.7% | Added |