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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
Dimensional Fund Advisors LP878,800$57.3M0.02%+1,866+0.2%Added
LSV Asset Management948,300$61.9M0.13%−432,337−31.3%Reduced
Allianz Asset Management GmbH967,495$63.1M0.06%−19,044−1.9%Reduced
Swiss National Bank993,130$64.8M0.04%00.0%Unchanged
Jennison Associates LLC1,056,593$68.9M0.07%−399,485−27.4%Reduced
Thompson Siegel & Walmsley LLC1,103,026$72.0M1.16%−118,422−9.7%Reduced
Old Republic International Corporation1,173,417$76.6M1.85%00.0%Unchanged
APG Asset Management N.V.1,241,075$77.5M0.18%−81,410−6.2%Reduced
Nuveen Asset Management, LLC1,227,130$80.1M0.03%+295,213+31.7%Added
Zimmer Partners, LP1,238,202$80.8M1.73%+384,254+45.0%Added
Charles Schwab Investment Management Inc1,284,026$83.8M0.03%−7,051−0.5%Reduced
Scout Investments, Inc.1,343,551$87.7M1.74%+214,913+19.0%Added
Morgan Stanley1,472,869$96.1M0.01%+611,541+71.0%Added
Gabelli Funds LLC1,526,000$99.6M0.76%−5,900−0.4%Reduced
Citadel Advisors LLC1,601,463$104.5M0.14%+31,996+2.0%Added
Epoch Investment Partners, Inc.1,634,700$106.7M0.62%−33,043−2.0%Reduced
California Public Employees Retirement System1,677,461$109.5M0.10%−37,009−2.2%Reduced
Victory Capital Management Inc1,688,576$110.2M0.13%+162,870+10.7%Added
Ameriprise Financial Inc1,692,217$110.4M0.04%−254,662−13.1%Reduced
First Trust Advisors LP1,736,544$113.3M0.14%+77,792+4.7%Added
Massachusetts Financial Services Co1,859,081$121.3M0.04%−289,433−13.5%Reduced
Duff & Phelps Investment Management Co1,941,613$126.7M1.57%−95,670−4.7%Reduced
Cohen & Steers, Inc.2,294,562$149.7M0.29%+46,379+2.1%Added
Bank of New York Mellon Corp2,422,477$158.1M0.04%+100,889+4.3%Added
Northern Trust Corp2,435,766$158.9M0.03%+45,536+1.9%Added
Legal & General Group Plc2,581,702$168.5M0.06%−28,232−1.1%Reduced
Bluescape Energy Partners LLC2,657,473$173.4M40.60%00.0%Unchanged
JPMorgan Chase & Co3,019,379$197.0M0.03%−705,306−18.9%Reduced
Magellan Asset Management Ltd3,355,685$219.0M1.20%−711,061−17.5%Reduced
Mitsubishi UFJ Trust & Banking Corp3,508,324$228.9M0.59%+53,476+1.5%Added
Pictet Asset Management SA3,652,340$238.3M0.33%−120,069−3.2%Reduced
Invesco Ltd.3,977,086$259.5M0.08%+135,131+3.5%Added
Franklin Resources Inc4,368,058$285.0M0.14%+259,680+6.3%Added
Geode Capital Management, LLC4,613,046$300.5M0.04%+112,672+2.5%Added
FMR LLC6,910,759$450.9M0.04%−242,645−3.4%Reduced
State Street Corp14,451,034$942.9M0.06%+577,014+4.2%Added
BlackRock Inc.17,006,205$1.11B0.04%+544,727+3.3%Added
Capital International Investors18,933,798$1.24B0.34%+5,885,738+45.1%Added
Vanguard Group Inc29,481,458$1.92B0.05%+141,488+0.5%Added
Sofos Investments, Inc.1,235––+1,167+1,716.2%Added
Elliott Investment Management L.P.SuperinvestorElliott Investment Management0$00.00%−2,244,765−100.0%Sold out
Point72 Asset Management, L.P.0$00.00%−358,800−100.0%Sold out
Adams Diversified Equity Fund, Inc.0$00.00%−202,600−100.0%Sold out
Assenagon Asset Management S.A.0$00.00%−154,027−100.0%Sold out
Coann Capital LLC0$00.00%−146,742−100.0%Sold out
Senator Investment Group LP0$00.00%−110,000−100.0%Sold out
Marshall Wace, LLP0$00.00%−50,706−100.0%Sold out
Mackay Shields LLC0$00.00%−32,306−100.0%Sold out
Occudo Quantitative Strategies LP0$00.00%−18,631−100.0%Sold out
Blueshift Asset Management, LLC0$00.00%−16,300−100.0%Sold out
Bayesian Capital Management, LP0$00.00%−12,274−100.0%Sold out
Vident Investment Advisory, LLC0$00.00%−10,439−100.0%Sold out
Wade G W & Inc0$00.00%−7,871−100.0%Sold out
Quadrature Capital Ltd0$00.00%−7,713−100.0%Sold out
Walleye Trading LLC0$00.00%−7,574−100.0%Sold out
MQS Management LLC0$00.00%−7,059−100.0%Sold out
Virtue Capital Management, LLC0$00.00%−6,934−100.0%Sold out
Horizon Investments, LLC0$00.00%−6,488−100.0%Sold out
Two Sigma Investments, LP0$00.00%−5,820−100.0%Sold out
Y-Intercept (Hong Kong) Ltd0$00.00%−4,256−100.0%Sold out
Cigna Investments Inc0$00.00%−3,990−100.0%Sold out
Teza Capital Management LLC0$00.00%−3,824−100.0%Sold out
Independent Advisor Alliance0$00.00%−3,779−100.0%Sold out
IBM Retirement Fund0$00.00%−3,614−100.0%Sold out
Beacon Pointe Advisors, LLC0$00.00%−3,242−100.0%Sold out
Dorsey & Whitney Trust CO LLC0$00.00%−3,095−100.0%Sold out
Kavar Capital Partners Group, LLC0$00.00%−3,058−100.0%Sold out
Ifrah Financial Services, Inc.0$00.00%−3,025−100.0%Sold out
Savant Capital, LLC0$00.00%−3,018−100.0%Sold out
Toroso Investments, LLC0$00.00%−3,000−100.0%Sold out
Phoenix Wealth Advisors0$00.00%−2,893−100.0%Sold out
MAI Capital Management0$00.00%−2,977−100.0%Sold out
Nova R Wealth, Inc.0$00.00%−2,944−100.0%Sold out
Heron Financial Group, LLC0$00.00%−2,935−100.0%Sold out
WealthBridge Capital Management, LLC0$00.00%−2,923−100.0%Sold out
Longfellow Investment Management Co LLC0$00.00%−2,903−100.0%Sold out
Fortis Advisors, LLC0$00.00%−1,970−100.0%Sold out
Money Concepts Capital Corp0$00.00%−1,366−100.0%Sold out
Koshinski Asset Management, Inc.0$00.00%−436−100.0%Sold out
Freedman Financial Associates, Inc.0$00.00%−424−100.0%Sold out
John W. Brooker & Co., CPAs0$00.00%−412−100.0%Sold out
SWS Partners0$00.00%−400−100.0%Sold out
Gemmer Asset Management LLC0$00.00%−366−100.0%Sold out
Asset Dedication, LLC0$00.00%−239−100.0%Sold out
Kepos Capital LP0$00.00%−201−100.0%Sold out
Tradewinds Capital Management, LLC0$00.00%−157−100.0%Sold out
Investors Research Corp0$00.00%−145−100.0%Sold out
Paladin Advisory Group, LLC0$00.00%−145−100.0%Sold out
C M Bidwell & Associates Ltd0$00.00%−92−100.0%Sold out
Tarbox Family Office, Inc.0$00.00%−75−100.0%Sold out
WR Wealth Planners, LLC0$00.00%−59−100.0%Sold out
Cordant, Inc.0$00.00%−40−100.0%Sold out
TCWP LLC0$00.00%−38−100.0%Sold out
Worth Asset Management, LLC0$00.00%−24−100.0%Sold out
Parametric Portfolio Associates LLC––––Not filed
Amalgamated Financial Corp.––––Not filed
Susquehanna Fundamental Investments, LLC––––Not filed
Midwest Wealth Management Inc.––––Not filed
Virginia Retirement Systems Et Al––––Not filed
Teachers Retirement System of the State of Kentucky––––Not filed