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 |
|---|---|---|---|---|---|
| Capital Analysts, LLC | 72 | $5.00K | 0.00% | −1−1.4% | Reduced |
| Prestige Wealth Management Group LLC | 78 | $5.00K | 0.00% | 00.0% | Unchanged |
| Fieldpoint Private Securities, LLC | 71 | $5.00K | 0.00% | +60+545.5% | Added |
| Urban Wealth Management, LLC | 69 | $5.00K | 0.02% | +69 | New |
| Federation des caisses Desjardins du Quebec | 71 | $4.63K | 0.00% | 00.0% | Unchanged |
| Professional Financial Advisors, LLC | 68 | $4.00K | 0.00% | 00.0% | Unchanged |
| Alaska Permanent Fund Corp | 62 | $4.00K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 56 | $4.00K | 0.00% | −8−12.5% | Reduced |
| PFG Private Wealth Management, LLC | 56 | $4.00K | 0.00% | 00.0% | Unchanged |
| Corsicana & Co. | 59 | $4.00K | 0.00% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 64 | $4.00K | 0.00% | +22+52.4% | Added |
| Center for Financial Planning, Inc. | 59 | $4.00K | 0.00% | +59 | New |
| Bell Investment Advisors, Inc | 57 | $4.00K | 0.00% | +57 | New |
| EverSource Wealth Advisors, LLC | 42 | $3.00K | 0.00% | −61−59.2% | Reduced |
| Hartford Financial Management Inc. | 44 | $3.00K | 0.00% | 00.0% | Unchanged |
| Bellwether Advisors, LLC | 48 | $3.00K | 0.00% | +48 | New |
| Venture Visionary Partners LLC | 31 | $2.02K | 0.00% | +31 | New |
| MV Capital Management, Inc. | 31 | $2.00K | 0.00% | +9+40.9% | Added |
| BerganKDV Wealth Management, LLC | 31 | $2.00K | 0.00% | 00.0% | Unchanged |
| Certified Advisory Corp | 26 | $2.00K | 0.00% | 00.0% | Unchanged |
| Retirement Group, LLC | 34 | $2.00K | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 31 | $2.00K | 0.00% | +5+19.2% | Added |
| Karlinski Andrew C | 33 | $2.00K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 25 | $2.00K | 0.00% | +10+66.7% | Added |
| Schubert & Co | 35 | $2.00K | 0.00% | +17+94.4% | Added |
| Hallmark Capital Management Inc | 38 | $2.00K | 0.00% | +38 | New |
| Transamerica Financial Advisors, Inc. | 22 | $2.00K | 0.00% | +22 | New |
| Crewe Advisors LLC | 23 | $2.00K | 0.00% | +23 | New |
| Steward Financial Group LLC | 45 | $2.00K | 0.00% | +45 | New |
| CIBC Private Wealth Group, LLC | 18 | $1.00K | 0.00% | 00.0% | Unchanged |
| CNB Bank | 15 | $1.00K | 0.00% | 00.0% | Unchanged |
| Siena Capital LLC | 8 | $1.00K | 0.00% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 20 | $1.00K | 0.00% | +20 | New |
| Oliver Lagore Vanvalin Investment Group | 12 | $1.00K | 0.00% | +12 | New |
| WestEnd Advisors, LLC | 3 | $195 | 0.00% | +3 | New |
| Manchester Capital Management LLC | 7 | $0 | 0.00% | −10−58.8% | Reduced |
| Carolinas Wealth Consulting LLC | 7 | $0 | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 8 | $0 | 0.00% | 00.0% | Unchanged |
| ACG Wealth | 1 | $0 | 0.00% | +1 | New |
| Sofos Investments, Inc. | 1,235 | – | – | +1,167+1,716.2% | Added |
| Elliott Investment Management L.P.SuperinvestorElliott Investment Management | 0 | $0 | 0.00% | −2,244,765−100.0% | Sold out |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −358,800−100.0% | Sold out |
| Adams Diversified Equity Fund, Inc. | 0 | $0 | 0.00% | −202,600−100.0% | Sold out |
| Assenagon Asset Management S.A. | 0 | $0 | 0.00% | −154,027−100.0% | Sold out |
| Coann Capital LLC | 0 | $0 | 0.00% | −146,742−100.0% | Sold out |
| Senator Investment Group LP | 0 | $0 | 0.00% | −110,000−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −50,706−100.0% | Sold out |
| Mackay Shields LLC | 0 | $0 | 0.00% | −32,306−100.0% | Sold out |
| Occudo Quantitative Strategies LP | 0 | $0 | 0.00% | −18,631−100.0% | Sold out |
| Blueshift Asset Management, LLC | 0 | $0 | 0.00% | −16,300−100.0% | Sold out |
| Bayesian Capital Management, LP | 0 | $0 | 0.00% | −12,274−100.0% | Sold out |
| Vident Investment Advisory, LLC | 0 | $0 | 0.00% | −10,439−100.0% | Sold out |
| Wade G W & Inc | 0 | $0 | 0.00% | −7,871−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −7,713−100.0% | Sold out |
| Walleye Trading LLC | 0 | $0 | 0.00% | −7,574−100.0% | Sold out |
| MQS Management LLC | 0 | $0 | 0.00% | −7,059−100.0% | Sold out |
| Virtue Capital Management, LLC | 0 | $0 | 0.00% | −6,934−100.0% | Sold out |
| Horizon Investments, LLC | 0 | $0 | 0.00% | −6,488−100.0% | Sold out |
| Two Sigma Investments, LP | 0 | $0 | 0.00% | −5,820−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −4,256−100.0% | Sold out |
| Cigna Investments Inc | 0 | $0 | 0.00% | −3,990−100.0% | Sold out |
| Teza Capital Management LLC | 0 | $0 | 0.00% | −3,824−100.0% | Sold out |
| Independent Advisor Alliance | 0 | $0 | 0.00% | −3,779−100.0% | Sold out |
| IBM Retirement Fund | 0 | $0 | 0.00% | −3,614−100.0% | Sold out |
| Beacon Pointe Advisors, LLC | 0 | $0 | 0.00% | −3,242−100.0% | Sold out |
| Dorsey & Whitney Trust CO LLC | 0 | $0 | 0.00% | −3,095−100.0% | Sold out |
| Kavar Capital Partners Group, LLC | 0 | $0 | 0.00% | −3,058−100.0% | Sold out |
| Ifrah Financial Services, Inc. | 0 | $0 | 0.00% | −3,025−100.0% | Sold out |
| Savant Capital, LLC | 0 | $0 | 0.00% | −3,018−100.0% | Sold out |
| Toroso Investments, LLC | 0 | $0 | 0.00% | −3,000−100.0% | Sold out |
| Phoenix Wealth Advisors | 0 | $0 | 0.00% | −2,893−100.0% | Sold out |
| MAI Capital Management | 0 | $0 | 0.00% | −2,977−100.0% | Sold out |
| Nova R Wealth, Inc. | 0 | $0 | 0.00% | −2,944−100.0% | Sold out |
| Heron Financial Group, LLC | 0 | $0 | 0.00% | −2,935−100.0% | Sold out |
| WealthBridge Capital Management, LLC | 0 | $0 | 0.00% | −2,923−100.0% | Sold out |
| Longfellow Investment Management Co LLC | 0 | $0 | 0.00% | −2,903−100.0% | Sold out |
| Fortis Advisors, LLC | 0 | $0 | 0.00% | −1,970−100.0% | Sold out |
| Money Concepts Capital Corp | 0 | $0 | 0.00% | −1,366−100.0% | Sold out |
| Koshinski Asset Management, Inc. | 0 | $0 | 0.00% | −436−100.0% | Sold out |
| Freedman Financial Associates, Inc. | 0 | $0 | 0.00% | −424−100.0% | Sold out |
| John W. Brooker & Co., CPAs | 0 | $0 | 0.00% | −412−100.0% | Sold out |
| SWS Partners | 0 | $0 | 0.00% | −400−100.0% | Sold out |
| Gemmer Asset Management LLC | 0 | $0 | 0.00% | −366−100.0% | Sold out |
| Asset Dedication, LLC | 0 | $0 | 0.00% | −239−100.0% | Sold out |
| Kepos Capital LP | 0 | $0 | 0.00% | −201−100.0% | Sold out |
| Tradewinds Capital Management, LLC | 0 | $0 | 0.00% | −157−100.0% | Sold out |
| Investors Research Corp | 0 | $0 | 0.00% | −145−100.0% | Sold out |
| Paladin Advisory Group, LLC | 0 | $0 | 0.00% | −145−100.0% | Sold out |
| C M Bidwell & Associates Ltd | 0 | $0 | 0.00% | −92−100.0% | Sold out |
| Tarbox Family Office, Inc. | 0 | $0 | 0.00% | −75−100.0% | Sold out |
| WR Wealth Planners, LLC | 0 | $0 | 0.00% | −59−100.0% | Sold out |
| Cordant, Inc. | 0 | $0 | 0.00% | −40−100.0% | Sold out |
| TCWP LLC | 0 | $0 | 0.00% | −38−100.0% | Sold out |
| Worth Asset Management, LLC | 0 | $0 | 0.00% | −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 |