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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, Q2 2022

Institutional positions in Evergy, Inc. as of Jun 30, 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
640
+13 vs. Q1 2022
Shares held
192.4M
+3.14M (+1.7%) vs. Q1 2022
Total value
$12.5B
−$370.4M (−2.9%) vs. Q1 2022
New holders
67
242 more added
Sold out
54
198 more reduced

14 institutions that held it in Q1 2022 haven't filed for Q2 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2022: 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.

Institutional holdersQ2 2022: 640 institutions
Q1 2021: 586 institutionsQ2 2021: 581 institutionsQ3 2021: 593 institutionsQ4 2021: 633 institutionsQ1 2022: 641 institutionsQ2 2022: 640 institutionsQ3 2022: 651 institutionsQ4 2022: 686 institutionsQ1 2023: 654 institutionsQ2 2023: 664 institutionsQ3 2023: 663 institutionsQ4 2023: 706 institutionsQ1 2024: 693 institutionsQ2 2024: 702 institutionsQ3 2024: 722 institutionsQ4 2024: 776 institutionsQ1 2025: 821 institutionsQ2 2025: 821 institutionsQ3 2025: 854 institutionsQ4 2025: 925 institutionsQ1 2026: 924 institutionsQ2 2026: 948 institutions
Value heldQ2 2022: $12.5B
Q1 2021: $11.3BQ2 2021: $11.9BQ3 2021: $12.3BQ4 2021: $13.7BQ1 2022: $13.0BQ2 2022: $12.5BQ3 2022: $11.4BQ4 2022: $12.0BQ1 2023: $11.8BQ2 2023: $11.1BQ3 2023: $9.73BQ4 2023: $10.5BQ1 2024: $10.4BQ2 2024: $10.4BQ3 2024: $12.3BQ4 2024: $12.5BQ1 2025: $13.9BQ2 2025: $14.3BQ3 2025: $16.3BQ4 2025: $15.4BQ1 2026: $17.6BQ2 2026: $18.8B
Institutions holding EVRG and their total value by quarter
QuarterHoldersValue
Q2 2026948$18.8B
Q1 2026924$17.6B
Q4 2025925$15.4B
Q3 2025854$16.3B
Q2 2025821$14.3B
Q1 2025821$13.9B
Q4 2024776$12.5B
Q3 2024722$12.3B
Q2 2024702$10.4B
Q1 2024693$10.4B
Q4 2023706$10.5B
Q3 2023663$9.73B
Q2 2023664$11.1B
Q1 2023654$11.8B
Q4 2022686$12.0B
Q3 2022651$11.4B
Q2 2022640$12.5B
Q1 2022641$13.0B
Q4 2021633$13.7B
Q3 2021593$12.3B
Q2 2021581$11.9B
Q1 2021586$11.3B

Institutions, Q2 2022

Shares, value and share of portfolio for each institution holding Evergy, Inc.; share changes are against Q1 2022.

Institutions holding EVRG in Q2 2022
InstitutionSharesValue% of portfolioChange in sharesAction
Manchester Capital Management LLC7$00.00%−10−58.8%Reduced
Carolinas Wealth Consulting LLC7$00.00%00.0%Unchanged
SOA Wealth Advisors, LLC.8$00.00%00.0%Unchanged
ACG Wealth1$00.00%+1New
WestEnd Advisors, LLC3$1950.00%+3New
CIBC Private Wealth Group, LLC18$1.00K0.00%00.0%Unchanged
CNB Bank15$1.00K0.00%00.0%Unchanged
Siena Capital LLC8$1.00K0.00%00.0%Unchanged
Carmichael Hill & Associates, Inc.20$1.00K0.00%+20New
Oliver Lagore Vanvalin Investment Group12$1.00K0.00%+12New
MV Capital Management, Inc.31$2.00K0.00%+9+40.9%Added
BerganKDV Wealth Management, LLC31$2.00K0.00%00.0%Unchanged
Certified Advisory Corp26$2.00K0.00%00.0%Unchanged
Retirement Group, LLC34$2.00K0.00%00.0%Unchanged
Disciplined Investments, LLC31$2.00K0.00%+5+19.2%Added
Karlinski Andrew C33$2.00K0.00%00.0%Unchanged
GW&K Investment Management, LLC25$2.00K0.00%+10+66.7%Added
Schubert & Co35$2.00K0.00%+17+94.4%Added
Hallmark Capital Management Inc38$2.00K0.00%+38New
Transamerica Financial Advisors, Inc.22$2.00K0.00%+22New
Crewe Advisors LLC23$2.00K0.00%+23New
Steward Financial Group LLC45$2.00K0.00%+45New
Venture Visionary Partners LLC31$2.02K0.00%+31New
EverSource Wealth Advisors, LLC42$3.00K0.00%−61−59.2%Reduced
Hartford Financial Management Inc.44$3.00K0.00%00.0%Unchanged
Bellwether Advisors, LLC48$3.00K0.00%+48New
Professional Financial Advisors, LLC68$4.00K0.00%00.0%Unchanged
Alaska Permanent Fund Corp62$4.00K0.00%00.0%Unchanged
JJJ Advisors Inc.56$4.00K0.00%−8−12.5%Reduced
PFG Private Wealth Management, LLC56$4.00K0.00%00.0%Unchanged
Corsicana & Co.59$4.00K0.00%00.0%Unchanged
Loomis Sayles & Co L P64$4.00K0.00%+22+52.4%Added
Center for Financial Planning, Inc.59$4.00K0.00%+59New
Bell Investment Advisors, Inc57$4.00K0.00%+57New
Federation des caisses Desjardins du Quebec71$4.63K0.00%00.0%Unchanged
TD Ameritrade Investment Management, LLC81$5.00K0.00%−2−2.4%Reduced
JNBA Financial Advisors73$5.00K0.00%00.0%Unchanged
Capital Analysts, LLC72$5.00K0.00%−1−1.4%Reduced
Prestige Wealth Management Group LLC78$5.00K0.00%00.0%Unchanged
Fieldpoint Private Securities, LLC71$5.00K0.00%+60+545.5%Added
Urban Wealth Management, LLC69$5.00K0.02%+69New
Concord Wealth Partners91$6.00K0.00%−69−43.1%Reduced
Financial Management Professionals, Inc.97$6.00K0.00%+49+102.1%Added
Tfo-TDC, LLC94$6.00K0.00%+94New
TSFG, LLC113$7.00K0.00%00.0%Unchanged
Gables Capital Management Inc.100$7.00K0.01%00.0%Unchanged
Avion Wealth113$7.00K0.00%+22+24.2%Added
Caldwell Trust Co113$7.37K0.00%−98−46.4%Reduced
Eagle Bay Advisors LLC115$7.50K0.00%+115New
Northwest Investment Counselors, LLC119$8.00K0.00%00.0%Unchanged
FourThought Financial, LLC119$8.00K0.00%00.0%Unchanged
Beacon Capital Management, LLC116$8.00K0.00%00.0%Unchanged
Hexagon Capital Partners LLC126$8.00K0.00%+20+18.9%Added
Coastal Capital Group, Inc.158$10.0K0.00%+1+0.6%Added
Country Trust Bank147$10.0K0.00%00.0%Unchanged
Capital Directions Investment Advisors, LLC150$10.0K0.00%00.0%Unchanged
Capital Advisors, Ltd. LLC156$10.0K0.00%+6+4.0%Added
Earnest Partners LLC174$11.0K0.00%00.0%Unchanged
Sugarloaf Wealth Management, LLC176$11.0K0.00%00.0%Unchanged
Clearstead Advisors, LLC161$11.0K0.00%00.0%Unchanged
JFS Wealth Advisors, LLC167$11.0K0.00%+64+62.1%Added
Sutton Wealth Advisors Inc.178$11.6K0.00%00.0%Unchanged
Bartlett & Co. LLC189$12.0K0.00%00.0%Unchanged
Versant Capital Management, Inc180$12.0K0.00%00.0%Unchanged
Vectors Research Management, LLC178$12.0K0.00%+178New
Bartlett & Co. Wealth Management LLC189$12.3K0.00%00.0%Unchanged
Column Capital Advisors, LLC200$13.0K0.00%00.0%Unchanged
Accel Wealth Management195$13.0K0.01%+10+5.4%Added
Glassman Wealth Services205$13.0K0.00%+69+50.7%Added
Benjamin F. Edwards & Company, Inc.217$14.0K0.00%+153+239.1%Added
Evermay Wealth Management LLC230$15.0K0.00%00.0%Unchanged
Missouri Trust & Investment Co226$15.0K0.01%00.0%Unchanged
Arlington Partners LLC227$15.0K0.00%+227New
Focused Wealth Management, Inc261$17.0K0.00%+3+1.2%Added
Acadian Asset Management LLC260$17.0K0.00%00.0%Unchanged
Lindbrook Capital, LLC268$17.0K0.00%+12+4.7%Added
Valley National Advisers Inc299$19.0K0.00%00.0%Unchanged
Tortoise Investment Management, LLC312$20.0K0.00%00.0%Unchanged
Ellevest, Inc.299$20.0K0.00%00.0%Unchanged
Chiron Investment Management, LLC309$20.0K0.00%+309New
North Star Investment Management Corp.327$21.0K0.00%00.0%Unchanged
TCI Wealth Advisors, Inc.319$21.0K0.00%−2−0.6%Reduced
Ellis Investment Partners, LLC328$21.0K0.01%00.0%Unchanged
Raffa Wealth Management, LLC332$21.7K0.01%00.0%Unchanged
Burleson & Company, LLC330$22.0K0.00%00.0%Unchanged
Achmea Investment Management B.V.331$22.0K0.00%00.0%Unchanged
Vigilant Capital Management, LLC350$23.0K0.00%−350−50.0%Reduced
FinTrust Capital Advisors, LLC354$23.0K0.01%00.0%Unchanged
Cambridge Trust Co375$24.0K0.00%−52−12.2%Reduced
Lansing Street Advisors364$24.0K0.02%+3+0.8%Added
Mach-1 Financial Group, Inc.368$24.0K0.02%+368New
Parkside Financial Bank & Trust417$27.0K0.01%−4−1.0%Reduced
Klaas Financial Asset Advisors, LLC412$27.0K0.01%00.0%Unchanged
Private Trust Co NA433$28.0K0.00%+433New
Baystate Wealth Management LLC436$29.0K0.00%+251+135.7%Added
Cutler Group LP473$30.0K0.00%00.0%Unchanged
CVA Family Office, LLC465$30.0K0.01%00.0%Unchanged
Carolina Wealth Advisors, LLC478$31.0K0.02%00.0%Unchanged
Harbour Investments, Inc.471$31.0K0.00%+471New
Truvestments Capital LLC474$31.0K0.02%+474New