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 |
|---|---|---|---|---|---|
| Dakota Wealth Management | 11,758 | $767.0K | 0.07% | +6,354+117.6% | Added |
| Crossmark Global Holdings, Inc. | 11,570 | $755.0K | 0.02% | +20+0.2% | Added |
| Prospera Financial Services Inc | 11,513 | $751.0K | 0.04% | −637−5.2% | Reduced |
| Advocate Group LLC | 11,511 | $751.0K | 0.17% | +11,511 | New |
| Gibson Wealth Advisors LLC | 11,400 | $744.0K | 0.83% | 00.0% | Unchanged |
| Dynamic Advisor Solutions LLC | 11,393 | $743.0K | 0.06% | +650+6.1% | Added |
| Advisors Asset Management, Inc. | 11,379 | $742.0K | 0.01% | +11,379 | New |
| Profund Advisors LLC | 11,152 | $728.0K | 0.05% | +480+4.5% | Added |
| KBC Group NV | 10,650 | $695.0K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 10,647 | $695.0K | 0.01% | +801+8.1% | Added |
| Mattern Wealth Management LLC | 10,639 | $694.0K | 0.27% | +10+0.1% | Added |
| Janney Montgomery Scott LLC | 10,706 | $693.0K | 0.00% | −836−7.2% | Reduced |
| Exchange Traded Concepts, LLC | 10,608 | $692.0K | 0.02% | +1,584+17.6% | Added |
| Rockland Trust Co | 10,259 | $669.0K | 0.05% | −12,809−55.5% | Reduced |
| Nordea Investment Management AB | 9,803 | $637.0K | 0.00% | −2,092−17.6% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 9,450 | $617.0K | 0.04% | +410+4.5% | Added |
| Cetera Advisor Networks LLC | 9,431 | $615.0K | 0.01% | +788+9.1% | Added |
| Moors & Cabot, Inc. | 9,265 | $605.0K | 0.04% | +200+2.2% | Added |
| Northwestern Mutual Investment Management Company, LLC | 9,172 | $598.0K | 0.01% | +50+0.5% | Added |
| Aevitas Wealth Management, Inc. | 9,138 | $596.0K | 0.40% | +26+0.3% | Added |
| Atria Wealth Solutions, Inc. | 9,125 | $595.0K | 0.01% | +9,125 | New |
| Lion Street Advisors, LLC | 9,326 | $594.0K | 0.31% | +887+10.5% | Added |
| Fairview Capital Investment Management, LLC | 9,000 | $587.0K | 0.04% | 00.0% | Unchanged |
| JustInvest LLC | 8,866 | $579.0K | 0.03% | +894+11.2% | Added |
| Jump Financial, LLC | 8,869 | $579.0K | 0.02% | +8,869 | New |
| CWM Advisors, LLC | 8,325 | $543.0K | 0.07% | −288−3.3% | Reduced |
| Moody National Bank Trust Division | 8,234 | $538.0K | 0.06% | −4,217−33.9% | Reduced |
| Mirador Capital Partners LP | 8,171 | $533.0K | 0.13% | −185−2.2% | Reduced |
| Garner Asset Management Corp | 8,141 | $531.0K | 0.23% | +191+2.4% | Added |
| Kestra Advisory Services, LLC | 8,092 | $528.0K | 0.01% | +1,836+29.3% | Added |
| Nicolet Bankshares Inc | 8,000 | $522.0K | 0.14% | 00.0% | Unchanged |
| Naples Global Advisors, LLC | 7,939 | $518.0K | 0.07% | −75−0.9% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 7,840 | $512.0K | 0.05% | +1,072+15.8% | Added |
| Capital Asset Advisory Services LLC | 7,738 | $505.0K | 0.06% | +864+12.6% | Added |
| Country Club Bank | 7,728 | $503.0K | 0.05% | +948+14.0% | Added |
| KCM Investment Advisors LLC | 7,658 | $500.0K | 0.02% | −135−1.7% | Reduced |
| Jeppson Wealth Management, LLC | 7,505 | $490.0K | 0.21% | +50+0.7% | Added |
| Raymond James Trust N.A. | 7,398 | $482.0K | 0.02% | +52+0.7% | Added |
| Exane Derivatives | 7,305 | $476.6K | 0.27% | +7,305 | New |
| Banque Cantonale Vaudoise | 7,300 | $476.0K | 0.02% | 00.0% | Unchanged |
| Trust Co | 7,117 | $464.0K | 0.10% | +225+3.3% | Added |
| Regions Financial Corp | 7,096 | $463.0K | 0.00% | +6+0.1% | Added |
| Chicago Partners Investment Group LLC | 6,771 | $462.0K | 0.03% | +19+0.3% | Added |
| Smith, Moore & Co. | 7,051 | $460.0K | 0.07% | −171−2.4% | Reduced |
| Change Path, LLC | 6,925 | $451.0K | 0.02% | −778−10.1% | Reduced |
| Los Angeles Capital Management LLC | 6,780 | $442.0K | 0.00% | 00.0% | Unchanged |
| Hennion & Walsh Asset Management, Inc. | 6,744 | $440.0K | 0.03% | +1,441+27.2% | Added |
| Kornitzer Capital Management Inc | 6,579 | $429.0K | 0.01% | 00.0% | Unchanged |
| Trust Co of Kansas | 6,561 | $428.0K | 0.25% | −12−0.2% | Reduced |
| Andra AP-fonden | 6,500 | $424.0K | 0.01% | +6,500 | New |
| Redpoint Investment Management Pty Ltd | 6,461 | $422.0K | 0.05% | 00.0% | Unchanged |
| Waterfront Wealth Inc. | 6,441 | $420.0K | 0.17% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 6,398 | $417.0K | 0.02% | +752+13.3% | Added |
| John G Ullman & Associates Inc | 6,200 | $405.0K | 0.06% | −299−4.6% | Reduced |
| Capital International Inc | 6,066 | $396.0K | 0.01% | +1,427+30.8% | Added |
| Prudential PLC | 6,021 | $393.0K | 0.01% | 00.0% | Unchanged |
| BKD Wealth Advisors, LLC | 5,990 | $391.0K | 0.02% | +2,670+80.4% | Added |
| Contravisory Investment Management, Inc. | 5,963 | $389.0K | 0.13% | +5,963 | New |
| Regentatlantic Capital LLC | 5,900 | $385.0K | 0.01% | +120+2.1% | Added |
| AIA Group Ltd | 5,870 | $383.0K | 0.02% | +5,870 | New |
| Jackson Creek Investment Advisors LLC | 5,526 | $377.0K | 0.15% | −48−0.9% | Reduced |
| 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 |
| Schulhoff & Co Inc | 5,500 | $358.0K | 0.17% | 00.0% | Unchanged |
| Sawtooth Solutions, LLC | 5,474 | $357.0K | 0.05% | +1,691+44.7% | 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 |
| Advisory Services Network, LLC | 5,425 | $354.0K | 0.01% | +97+1.8% | Added |
| Gilbert & Cook, Inc. | 5,394 | $352.0K | 0.06% | +290+5.7% | Added |
| Horizon Investment Services, LLC | 5,379 | $351.0K | 0.23% | +345+6.9% | Added |
| Credential Qtrade Securities Inc. | 5,288 | $345.0K | 0.02% | +5,288 | New |
| Intrust Bank NA | 5,283 | $345.0K | 0.05% | −3,562−40.3% | Reduced |
| GWM Advisors LLC | 5,164 | $337.0K | 0.01% | +5,164 | New |
| William Allan, LLC | 5,125 | $334.0K | 0.30% | 00.0% | Unchanged |
| Avantax Advisory Services, Inc. | 5,091 | $332.0K | 0.01% | −2,799−35.5% | Reduced |
| Jefferies Group LLC | 5,058 | $330.0K | 0.01% | +5,058 | New |
| Banco Bilbao Vizcaya Argentaria, S.A. | 5,064 | $330.0K | 0.00% | +25+0.5% | Added |
| Veritable, L.P. | 5,039 | $329.0K | 0.01% | +114+2.3% | Added |
| Brookstone Capital Management | 5,025 | $324.0K | 0.01% | +339+7.2% | Added |
| Fifth Third Bancorp | 4,943 | $323.0K | 0.00% | +585+13.4% | Added |
| CIBC World Markets Inc. | 4,932 | $322.0K | 0.00% | −992−16.7% | 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 |
| Cypress Capital Group | 4,872 | $318.0K | 0.05% | −75−1.5% | Reduced |
| Murphy Capital Management Inc | 4,840 | $315.0K | 0.04% | +3+0.1% | Added |
| 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 |
| Oak Thistle LLC | 4,762 | $311.0K | 0.60% | +4,762 | New |
| MainStreet Investment Advisors LLC | 4,738 | $310.0K | 0.04% | +107+2.3% | Added |
| Black Diamond Financial, LLC | 4,729 | $309.0K | 0.12% | 00.0% | Unchanged |
| Spire Wealth Management | 4,711 | $307.0K | 0.01% | +3,719+374.9% | Added |
| Woodward Diversified Capital, LLC | 4,686 | $306.0K | 0.23% | +99+2.2% | Added |
| Banque Pictet & Cie SA | 4,633 | $302.0K | 0.00% | +105+2.3% | Added |
| Royal Fund Management, LLC | 4,609 | $300.0K | 0.05% | +1,479+47.3% | Added |
| Arete Wealth Advisors, LLC | 4,574 | $298.0K | 0.03% | +565+14.1% | Added |
| Cresset Asset Management, LLC | 4,556 | $295.0K | 0.00% | −851−15.7% | Reduced |
| Johnson Investment Counsel Inc | 4,487 | $293.0K | 0.00% | −316−6.6% | Reduced |
| Laurel Wealth Advisors, Inc. | 4,462 | $292.0K | 0.03% | 00.0% | Unchanged |
| Empirical Finance, LLC | 4,455 | $291.0K | 0.04% | +659+17.4% | Added |