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 |
|---|---|---|---|---|---|
| Marcum Wealth, LLC | 3,532 | $230.0K | 0.03% | +3,532 | New |
| Cetera Advisors LLC | 3,627 | $237.0K | 0.01% | 00.0% | Unchanged |
| PAX Financial Group, LLC | 3,634 | $237.0K | 0.06% | +327+9.9% | Added |
| B. Metzler seel. Sohn & Co. AG | 3,644 | $238.0K | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 3,669 | $239.0K | 0.01% | +99+2.8% | Added |
| Sound Income Strategies, LLC | 3,701 | $242.0K | 0.03% | 00.0% | Unchanged |
| Pensionmark Financial Group, LLC | 3,558 | $243.0K | 0.05% | 00.0% | Unchanged |
| IHT Wealth Management, LLC | 3,741 | $244.0K | 0.02% | −177−4.5% | Reduced |
| Engineers Gate Manager LP | 3,799 | $248.0K | 0.01% | +3,799 | New |
| Ci Investments Inc. | 3,821 | $249.0K | 0.00% | −2,965−43.7% | Reduced |
| Fox Run Management, L.L.C. | 3,816 | $249.0K | 0.12% | +3,816 | New |
| Tradewinds, LLC. | 3,813 | $249.0K | 0.17% | +3,813 | New |
| Waters Parkerson & Co., LLC | 3,835 | $250.0K | 0.02% | 00.0% | Unchanged |
| Symmetry Partners, LLC | 3,872 | $253.0K | 0.02% | 00.0% | Unchanged |
| Texas Yale Capital Corp. | 3,892 | $254.0K | 0.02% | 00.0% | Unchanged |
| Financial Advisory Service, Inc. | 3,896 | $254.0K | 0.03% | +3,896 | New |
| GoalVest Advisory LLC | 3,983 | $255.0K | 0.16% | +3,983 | New |
| Proequities, Inc. | 3,936 | $257.0K | 0.02% | +466+13.4% | Added |
| Checchi Capital Advisers, LLC | 3,777 | $258.0K | 0.03% | +491+14.9% | Added |
| Bedel Financial Consulting, Inc. | 3,971 | $259.0K | 0.08% | −226−5.4% | Reduced |
| Cornerstone Wealth Management, LLC | 3,964 | $259.0K | 0.03% | +2+0.1% | Added |
| Cetera Investment Advisers | 4,057 | $265.0K | 0.00% | +7+0.2% | Added |
| D.A. Davidson & Co. | 4,055 | $265.0K | 0.00% | +15+0.4% | Added |
| Great Valley Advisor Group, Inc. | 4,059 | $265.0K | 0.01% | +4,059 | New |
| Glassy Mountain Advisors, Inc. | 4,105 | $268.0K | 0.16% | 00.0% | Unchanged |
| United Capital Management of KS, Inc. | 4,132 | $270.0K | 0.13% | −135−3.2% | Reduced |
| Evoke Wealth, LLC | 4,132 | $270.0K | 0.01% | −3−0.1% | Reduced |
| Massmutual Trust Co FSB | 4,144 | $270.0K | 0.01% | +171+4.3% | Added |
| Calton & Associates, Inc. | 4,177 | $272.0K | 0.15% | −20.0% | Reduced |
| Ashfield Capital Partners, LLC | 4,172 | $272.0K | 0.02% | 00.0% | Unchanged |
| HighPoint Advisor Group LLC | 4,197 | $273.0K | 0.03% | +4,197 | New |
| Veriti Management LLC | 4,180 | $273.0K | 0.04% | +4,180 | New |
| CAPROCK Group, Inc. | 4,216 | $275.0K | 0.03% | +1,172+38.5% | Added |
| Centiva Capital, LP | 4,230 | $276.0K | 0.02% | −13,443−76.1% | Reduced |
| Lido Advisors, LLC | 4,257 | $277.0K | 0.01% | +67+1.6% | Added |
| Advisor Partners LLC | 4,249 | $277.0K | 0.02% | +889+26.5% | Added |
| Resources Investment Advisors, LLC. | 4,325 | $282.0K | 0.01% | −1,350−23.8% | Reduced |
| Park Avenue Securities LLC | 4,415 | $288.0K | 0.01% | +1,001+29.3% | Added |
| Vontobel Holding Ltd. | 4,459 | $290.0K | 0.00% | +4,459 | New |
| Empirical Finance, LLC | 4,455 | $291.0K | 0.04% | +659+17.4% | Added |
| Laurel Wealth Advisors, Inc. | 4,462 | $292.0K | 0.03% | 00.0% | Unchanged |
| Johnson Investment Counsel Inc | 4,487 | $293.0K | 0.00% | −316−6.6% | Reduced |
| Cresset Asset Management, LLC | 4,556 | $295.0K | 0.00% | −851−15.7% | Reduced |
| Arete Wealth Advisors, LLC | 4,574 | $298.0K | 0.03% | +565+14.1% | Added |
| Royal Fund Management, LLC | 4,609 | $300.0K | 0.05% | +1,479+47.3% | Added |
| Banque Pictet & Cie SA | 4,633 | $302.0K | 0.00% | +105+2.3% | Added |
| Woodward Diversified Capital, LLC | 4,686 | $306.0K | 0.23% | +99+2.2% | Added |
| Spire Wealth Management | 4,711 | $307.0K | 0.01% | +3,719+374.9% | Added |
| Black Diamond Financial, LLC | 4,729 | $309.0K | 0.12% | 00.0% | Unchanged |
| MainStreet Investment Advisors LLC | 4,738 | $310.0K | 0.04% | +107+2.3% | Added |
| Oak Thistle LLC | 4,762 | $311.0K | 0.60% | +4,762 | New |
| Cubist Systematic Strategies, LLC | 4,804 | $313.0K | 0.00% | −25,153−84.0% | Reduced |
| Raleigh Capital Management Inc. | 4,797 | $313.0K | 0.18% | +313+7.0% | Added |
| Murphy Capital Management Inc | 4,840 | $315.0K | 0.04% | +3+0.1% | Added |
| Cypress Capital Group | 4,872 | $318.0K | 0.05% | −75−1.5% | Reduced |
| Townsend & Associates, Inc | 4,925 | $320.0K | 0.15% | 00.0% | Unchanged |
| Tocqueville Asset Management L.P. | 4,900 | $320.0K | 0.01% | 00.0% | Unchanged |
| Aquatic Capital Management LLC | 4,900 | $320.0K | 0.10% | +4,900 | New |
| CIBC World Markets Inc. | 4,932 | $322.0K | 0.00% | −992−16.7% | Reduced |
| Fifth Third Bancorp | 4,943 | $323.0K | 0.00% | +585+13.4% | Added |
| Brookstone Capital Management | 5,025 | $324.0K | 0.01% | +339+7.2% | Added |
| Veritable, L.P. | 5,039 | $329.0K | 0.01% | +114+2.3% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 5,064 | $330.0K | 0.00% | +25+0.5% | Added |
| Jefferies Group LLC | 5,058 | $330.0K | 0.01% | +5,058 | New |
| Avantax Advisory Services, Inc. | 5,091 | $332.0K | 0.01% | −2,799−35.5% | Reduced |
| William Allan, LLC | 5,125 | $334.0K | 0.30% | 00.0% | Unchanged |
| GWM Advisors LLC | 5,164 | $337.0K | 0.01% | +5,164 | New |
| Intrust Bank NA | 5,283 | $345.0K | 0.05% | −3,562−40.3% | Reduced |
| Credential Qtrade Securities Inc. | 5,288 | $345.0K | 0.02% | +5,288 | New |
| Horizon Investment Services, LLC | 5,379 | $351.0K | 0.23% | +345+6.9% | Added |
| Gilbert & Cook, Inc. | 5,394 | $352.0K | 0.06% | +290+5.7% | Added |
| Advisory Services Network, LLC | 5,425 | $354.0K | 0.01% | +97+1.8% | Added |
| Amica Retiree Medical Trust | 5,461 | $356.0K | 0.40% | −1,228−18.4% | Reduced |
| Central Trust Co | 5,460 | $356.0K | 0.01% | −50−0.9% | Reduced |
| Sawtooth Solutions, LLC | 5,474 | $357.0K | 0.05% | +1,691+44.7% | Added |
| Schulhoff & Co Inc | 5,500 | $358.0K | 0.17% | 00.0% | Unchanged |
| IFP Advisors, Inc | 6,680 | $369.0K | 0.01% | −6,361−48.8% | Reduced |
| Synovus Financial Corp | 5,650 | $369.0K | 0.00% | −2,891−33.8% | Reduced |
| Jackson Creek Investment Advisors LLC | 5,526 | $377.0K | 0.15% | −48−0.9% | Reduced |
| AIA Group Ltd | 5,870 | $383.0K | 0.02% | +5,870 | New |
| Regentatlantic Capital LLC | 5,900 | $385.0K | 0.01% | +120+2.1% | Added |
| Contravisory Investment Management, Inc. | 5,963 | $389.0K | 0.13% | +5,963 | New |
| BKD Wealth Advisors, LLC | 5,990 | $391.0K | 0.02% | +2,670+80.4% | Added |
| Prudential PLC | 6,021 | $393.0K | 0.01% | 00.0% | Unchanged |
| Capital International Inc | 6,066 | $396.0K | 0.01% | +1,427+30.8% | Added |
| John G Ullman & Associates Inc | 6,200 | $405.0K | 0.06% | −299−4.6% | Reduced |
| Meeder Asset Management Inc | 6,398 | $417.0K | 0.02% | +752+13.3% | Added |
| Waterfront Wealth Inc. | 6,441 | $420.0K | 0.17% | 00.0% | Unchanged |
| Redpoint Investment Management Pty Ltd | 6,461 | $422.0K | 0.05% | 00.0% | Unchanged |
| Andra AP-fonden | 6,500 | $424.0K | 0.01% | +6,500 | New |
| Trust Co of Kansas | 6,561 | $428.0K | 0.25% | −12−0.2% | Reduced |
| Kornitzer Capital Management Inc | 6,579 | $429.0K | 0.01% | 00.0% | Unchanged |
| Hennion & Walsh Asset Management, Inc. | 6,744 | $440.0K | 0.03% | +1,441+27.2% | Added |
| Los Angeles Capital Management LLC | 6,780 | $442.0K | 0.00% | 00.0% | Unchanged |
| Change Path, LLC | 6,925 | $451.0K | 0.02% | −778−10.1% | Reduced |
| Smith, Moore & Co. | 7,051 | $460.0K | 0.07% | −171−2.4% | Reduced |
| Chicago Partners Investment Group LLC | 6,771 | $462.0K | 0.03% | +19+0.3% | Added |
| Regions Financial Corp | 7,096 | $463.0K | 0.00% | +6+0.1% | Added |
| Trust Co | 7,117 | $464.0K | 0.10% | +225+3.3% | Added |
| Banque Cantonale Vaudoise | 7,300 | $476.0K | 0.02% | 00.0% | Unchanged |