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.
| 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, Q2 2022
Shares, value and share of portfolio for each institution holding Evergy, Inc.; share changes are against Q1 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| CoreCap Advisors, LLC | 497 | $32.0K | 0.00% | +497 | New |
| Motco | 499 | $33.0K | 0.00% | 00.0% | Unchanged |
| PSI Advisors, LLC | 500 | $33.0K | 0.02% | 00.0% | Unchanged |
| Financial Avengers, Inc. | 503 | $33.0K | 0.03% | +4+0.8% | Added |
| Huntington National Bank | 528 | $34.0K | 0.00% | −3,276−86.1% | Reduced |
| Mark Sheptoff Financial Planning, LLC | 538 | $35.0K | 0.02% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 556 | $36.0K | 0.02% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 550 | $36.0K | 0.01% | 00.0% | Unchanged |
| Dividend Assets Capital, LLC | 545 | $36.0K | 0.01% | 00.0% | Unchanged |
| Simplex Trading, LLC | 552 | $36.0K | 0.00% | +552 | New |
| Tucker Asset Management LLC | 553 | $36.1K | 0.01% | −37−6.3% | Reduced |
| TD Waterhouse Canada Inc. | 559 | $37.3K | 0.00% | +13+2.4% | Added |
| Private Capital Group, LLC | 576 | $38.0K | 0.03% | −294−33.8% | Reduced |
| Whittier Trust Co of Nevada Inc | 575 | $38.0K | 0.00% | +4+0.7% | Added |
| First Bank & Trust | 583 | $38.0K | 0.01% | +239+69.5% | Added |
| M&R Capital Management Inc | 610 | $39.0K | 0.01% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 598 | $39.0K | 0.02% | 00.0% | Unchanged |
| Zullo Investment Group, Inc. | 600 | $39.0K | 0.02% | 00.0% | Unchanged |
| Mechanics Financial Corp | 620 | $40.0K | 0.02% | 00.0% | Unchanged |
| Key Financial Inc | 598 | $40.0K | 0.02% | 00.0% | Unchanged |
| Tevis Investment Management | 612 | $40.0K | 0.04% | +51+9.1% | Added |
| Gradient Investments LLC | 629 | $41.0K | 0.00% | −299−32.2% | Reduced |
| Atwood & Palmer Inc | 655 | $43.0K | 0.00% | −26−3.8% | Reduced |
| Pin Oak Investment Advisors Inc | 660 | $43.0K | 0.05% | 00.0% | Unchanged |
| Washington Trust Co | 647 | $43.0K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 653 | $43.0K | 0.00% | +300+85.0% | Added |
| West Financial Advisors, LLC | 681 | $44.0K | 0.01% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 686 | $45.0K | 0.02% | −13−1.9% | Reduced |
| Zions Bancorporation, N.A. | 717 | $47.0K | 0.00% | −146−16.9% | Reduced |
| Clear Street Markets LLC | 782 | $51.0K | 0.02% | −3,812−83.0% | Reduced |
| Whittier Trust Co | 781 | $51.0K | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 800 | $52.0K | 0.00% | +142+21.6% | Added |
| Altshuler Shaham Ltd | 814 | $53.0K | 0.00% | −99−10.8% | Reduced |
| City State Bank | 808 | $53.0K | 0.04% | 00.0% | Unchanged |
| City Holding Co | 895 | $58.0K | 0.01% | 00.0% | Unchanged |
| Smithfield Trust Co | 924 | $60.0K | 0.00% | 00.0% | Unchanged |
| Mondrian Investment Partners LTD | 966 | $63.0K | 0.00% | 00.0% | Unchanged |
| First Financial Corp | 1,000 | $65.0K | 0.04% | 00.0% | Unchanged |
| Montag A & Associates Inc | 1,000 | $65.0K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 1,025 | $67.0K | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 1,042 | $68.0K | 0.00% | +57+5.8% | Added |
| Signaturefd, LLC | 1,035 | $68.0K | 0.00% | +185+21.8% | Added |
| Covington Capital Management | 1,068 | $70.0K | 0.00% | +43+4.2% | Added |
| Rocky Mountain Advisers, LLC | 1,085 | $71.0K | 0.09% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 1,145 | $74.0K | 0.00% | +846+282.9% | Added |
| Westside Investment Management, Inc. | 1,174 | $76.0K | 0.00% | 00.0% | Unchanged |
| American State Bank (Iowa) | 1,196 | $78.0K | 0.06% | 00.0% | Unchanged |
| Sargent Bickham Lagudis LLC | 1,199 | $79.0K | 0.01% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 1,272 | $83.0K | 0.01% | −6−0.5% | Reduced |
| Larson Financial Group LLC | 1,348 | $88.0K | 0.02% | +191+16.5% | Added |
| Rosenberg Matthew Hamilton | 1,332 | $89.0K | 0.03% | 00.0% | Unchanged |
| Selective Wealth Management, Inc. | 1,364 | $89.0K | 0.03% | +422+44.8% | Added |
| CX Institutional | 1,373 | $90.0K | 0.01% | +1,373 | New |
| GPS Wealth Strategies Group, LLC | 1,388 | $91.0K | 0.02% | 00.0% | Unchanged |
| Bessemer Group Inc | 1,438 | $94.0K | 0.00% | +154+12.0% | Added |
| American Portfolios Advisors | 1,469 | $95.8K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 1,421 | $97.0K | 0.00% | +1,421 | New |
| South State Corp. | 1,500 | $98.0K | 0.01% | 00.0% | Unchanged |
| Sentry Investment Management LLC | 1,530 | $100.0K | 0.05% | −298−16.3% | Reduced |
| Allworth Financial LP | 1,649 | $108.0K | 0.00% | 00.0% | Unchanged |
| Huber Capital Management LLC | 1,758 | $115.0K | 0.03% | 00.0% | Unchanged |
| First Command Bank | 1,815 | $118.0K | 0.02% | 00.0% | Unchanged |
| First Command Financial Services, Inc. | 1,815 | $118.0K | 0.02% | 00.0% | Unchanged |
| Seeyond | 1,870 | $122.0K | 0.01% | −22,887−92.4% | Reduced |
| Johnson Midwest Financial, LLC | 1,867 | $122.0K | 0.16% | 00.0% | Unchanged |
| Hudock, Inc. | 1,973 | $128.0K | 0.04% | 00.0% | Unchanged |
| Trust Co of Vermont | 2,000 | $131.0K | 0.01% | +2,000 | New |
| Kelly Financial Services LLC | 2,054 | $134.0K | 0.07% | +19+0.9% | Added |
| Deseret Mutual Benefit Administrators | 2,069 | $135.0K | 0.03% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 2,243 | $146.0K | 0.01% | +69+3.2% | Added |
| Skandinaviska Enskilda Banken AB (publ) | 2,293 | $150.0K | 0.00% | +987+75.6% | Added |
| Jones Financial Companies LLLP | 2,326 | $152.0K | 0.00% | −254−9.8% | Reduced |
| Quent Capital, LLC | 2,512 | $164.0K | 0.04% | +11+0.4% | Added |
| Covestor Ltd | 2,602 | $170.0K | 0.14% | +223+9.4% | Added |
| SRS Capital Advisors, Inc. | 2,664 | $174.0K | 0.03% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 2,800 | $183.0K | 0.08% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 2,872 | $187.0K | 0.01% | −269−8.6% | Reduced |
| Geneos Wealth Management Inc. | 2,850 | $190.0K | 0.01% | −23−0.8% | Reduced |
| Credit Agricole S A | 2,995 | $195.0K | 0.01% | +1,385+86.0% | Added |
| AdvisorNet Financial, Inc | 3,013 | $197.0K | 0.02% | −105−3.4% | Reduced |
| Ameritas Advisory Services, LLC | 3,070 | $200.0K | 0.01% | −245−7.4% | Reduced |
| Parallel Advisors, LLC | 3,068 | $200.0K | 0.01% | −54−1.7% | Reduced |
| Ti-Trust, Inc | 3,080 | $201.0K | 0.21% | +3,080 | New |
| Cerity Partners LLC | 3,151 | $206.0K | 0.00% | +3,151 | New |
| Tokio Marine Asset Management Co Ltd | 3,190 | $208.0K | 0.02% | +3,190 | New |
| Compass Financial Advisors LLC | 3,201 | $209.0K | 0.28% | 00.0% | Unchanged |
| Soltis Investment Advisors LLC | 3,212 | $210.0K | 0.03% | −7−0.2% | Reduced |
| Hightower 6M Holding, LLC | 3,211 | $210.0K | 0.02% | −3−0.1% | Reduced |
| Walter & Keenan Financial Consulting Co | 3,250 | $212.0K | 0.08% | −250−7.1% | Reduced |
| Sunbelt Securities, Inc. | 3,266 | $213.0K | 0.05% | +109+3.5% | Added |
| Two Sigma Securities, LLC | 3,279 | $214.0K | 0.04% | +3,279 | New |
| Transcend Wealth Collective, LLC | 3,300 | $215.0K | 0.02% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 3,289 | $215.0K | 0.05% | 00.0% | Unchanged |
| United Capital Financial Advisers, LLC | 3,362 | $219.0K | 0.00% | +163+5.1% | Added |
| RWM Asset Management, LLC | 3,363 | $219.0K | 0.05% | +1,897+129.4% | Added |
| Cornell Pochily Investment Advisors, Inc. | 3,416 | $223.0K | 0.10% | 00.0% | Unchanged |
| Wrapmanager Inc | 3,428 | $224.0K | 0.07% | −2−0.1% | Reduced |
| Metis Global Partners, LLC | 3,432 | $225.0K | 0.04% | −200−5.5% | Reduced |
| Wealth Alliance Advisory Group, LLC | 3,483 | $227.0K | 0.11% | −99−2.8% | Reduced |
| Tompkins Financial Corp | 3,484 | $227.0K | 0.04% | 00.0% | Unchanged |