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 |
|---|---|---|---|---|---|
| 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 |
| Mondrian Investment Partners LTD | 966 | $63.0K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 924 | $60.0K | 0.00% | 00.0% | Unchanged |
| City Holding Co | 895 | $58.0K | 0.01% | 00.0% | Unchanged |
| Altshuler Shaham Ltd | 814 | $53.0K | 0.00% | −99−10.8% | Reduced |
| City State Bank | 808 | $53.0K | 0.04% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 800 | $52.0K | 0.00% | +142+21.6% | Added |
| 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 |
| Zions Bancorporation, N.A. | 717 | $47.0K | 0.00% | −146−16.9% | Reduced |
| Pinnacle Bancorp, Inc. | 686 | $45.0K | 0.02% | −13−1.9% | Reduced |
| West Financial Advisors, LLC | 681 | $44.0K | 0.01% | 00.0% | Unchanged |
| 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 |
| Gradient Investments LLC | 629 | $41.0K | 0.00% | −299−32.2% | Reduced |
| 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 |
| 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 |
| 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 |
| TD Waterhouse Canada Inc. | 559 | $37.3K | 0.00% | +13+2.4% | Added |
| Tucker Asset Management LLC | 553 | $36.1K | 0.01% | −37−6.3% | Reduced |
| 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 |
| Mark Sheptoff Financial Planning, LLC | 538 | $35.0K | 0.02% | 00.0% | Unchanged |
| Huntington National Bank | 528 | $34.0K | 0.00% | −3,276−86.1% | Reduced |
| 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 |
| CoreCap Advisors, LLC | 497 | $32.0K | 0.00% | +497 | New |
| Carolina Wealth Advisors, LLC | 478 | $31.0K | 0.02% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 471 | $31.0K | 0.00% | +471 | New |
| Truvestments Capital LLC | 474 | $31.0K | 0.02% | +474 | New |
| Cutler Group LP | 473 | $30.0K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 465 | $30.0K | 0.01% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 436 | $29.0K | 0.00% | +251+135.7% | Added |
| Private Trust Co NA | 433 | $28.0K | 0.00% | +433 | New |
| Parkside Financial Bank & Trust | 417 | $27.0K | 0.01% | −4−1.0% | Reduced |
| Klaas Financial Asset Advisors, LLC | 412 | $27.0K | 0.01% | 00.0% | Unchanged |
| Cambridge Trust Co | 375 | $24.0K | 0.00% | −52−12.2% | Reduced |
| Lansing Street Advisors | 364 | $24.0K | 0.02% | +3+0.8% | Added |
| Mach-1 Financial Group, Inc. | 368 | $24.0K | 0.02% | +368 | New |
| Vigilant Capital Management, LLC | 350 | $23.0K | 0.00% | −350−50.0% | Reduced |
| FinTrust Capital Advisors, LLC | 354 | $23.0K | 0.01% | 00.0% | Unchanged |
| Burleson & Company, LLC | 330 | $22.0K | 0.00% | 00.0% | Unchanged |
| Achmea Investment Management B.V. | 331 | $22.0K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 332 | $21.7K | 0.01% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 327 | $21.0K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 319 | $21.0K | 0.00% | −2−0.6% | Reduced |
| Ellis Investment Partners, LLC | 328 | $21.0K | 0.01% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 312 | $20.0K | 0.00% | 00.0% | Unchanged |
| Ellevest, Inc. | 299 | $20.0K | 0.00% | 00.0% | Unchanged |
| Chiron Investment Management, LLC | 309 | $20.0K | 0.00% | +309 | New |
| Valley National Advisers Inc | 299 | $19.0K | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 261 | $17.0K | 0.00% | +3+1.2% | Added |
| Acadian Asset Management LLC | 260 | $17.0K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 268 | $17.0K | 0.00% | +12+4.7% | Added |
| Evermay Wealth Management LLC | 230 | $15.0K | 0.00% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 226 | $15.0K | 0.01% | 00.0% | Unchanged |
| Arlington Partners LLC | 227 | $15.0K | 0.00% | +227 | New |
| Benjamin F. Edwards & Company, Inc. | 217 | $14.0K | 0.00% | +153+239.1% | Added |
| Column Capital Advisors, LLC | 200 | $13.0K | 0.00% | 00.0% | Unchanged |
| Accel Wealth Management | 195 | $13.0K | 0.01% | +10+5.4% | Added |
| Glassman Wealth Services | 205 | $13.0K | 0.00% | +69+50.7% | Added |
| Bartlett & Co. Wealth Management LLC | 189 | $12.3K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 189 | $12.0K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 180 | $12.0K | 0.00% | 00.0% | Unchanged |
| Vectors Research Management, LLC | 178 | $12.0K | 0.00% | +178 | New |
| Sutton Wealth Advisors Inc. | 178 | $11.6K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 174 | $11.0K | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 176 | $11.0K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 161 | $11.0K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 167 | $11.0K | 0.00% | +64+62.1% | Added |
| Coastal Capital Group, Inc. | 158 | $10.0K | 0.00% | +1+0.6% | Added |
| Country Trust Bank | 147 | $10.0K | 0.00% | 00.0% | Unchanged |
| Capital Directions Investment Advisors, LLC | 150 | $10.0K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 156 | $10.0K | 0.00% | +6+4.0% | Added |
| Northwest Investment Counselors, LLC | 119 | $8.00K | 0.00% | 00.0% | Unchanged |
| FourThought Financial, LLC | 119 | $8.00K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 116 | $8.00K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 126 | $8.00K | 0.00% | +20+18.9% | Added |
| Eagle Bay Advisors LLC | 115 | $7.50K | 0.00% | +115 | New |
| Caldwell Trust Co | 113 | $7.37K | 0.00% | −98−46.4% | Reduced |
| TSFG, LLC | 113 | $7.00K | 0.00% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 100 | $7.00K | 0.01% | 00.0% | Unchanged |
| Avion Wealth | 113 | $7.00K | 0.00% | +22+24.2% | Added |
| Concord Wealth Partners | 91 | $6.00K | 0.00% | −69−43.1% | Reduced |
| Financial Management Professionals, Inc. | 97 | $6.00K | 0.00% | +49+102.1% | Added |
| Tfo-TDC, LLC | 94 | $6.00K | 0.00% | +94 | New |
| TD Ameritrade Investment Management, LLC | 81 | $5.00K | 0.00% | −2−2.4% | Reduced |
| JNBA Financial Advisors | 73 | $5.00K | 0.00% | 00.0% | Unchanged |