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, Q3 2022
Institutional positions in Evergy, Inc. as of Sep 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
- 651
- +20 vs. Q2 2022
- Shares held
- 192.6M
- +336.5K (+0.2%) vs. Q2 2022
- Total value
- $11.4B
- −$1.10B (−8.8%) vs. Q2 2022
- New holders
- 67
- 245 more added
- Sold out
- 47
- 204 more reduced
9 institutions that held it in Q2 2022 haven't filed for Q3 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2022
Shares, value and share of portfolio for each institution holding Evergy, Inc.; share changes are against Q2 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Siena Capital LLC | 8 | $0 | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 4 | $0 | 0.00% | +1+33.3% | Added |
| Manchester Capital Management LLC | 7 | $0 | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 7 | $0 | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 8 | $0 | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Management, LLC | 7 | $0 | 0.00% | +7 | New |
| CFS Investment Advisory Services, LLC | 10,395 | $0 | 0.00% | +10,395 | New |
| BerganKDV Wealth Management, LLC | 16 | $1.00K | 0.00% | −15−48.4% | Reduced |
| CNB Bank | 15 | $1.00K | 0.00% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 12 | $1.00K | 0.00% | 00.0% | Unchanged |
| Howe & Rusling Inc | 14 | $1.00K | 0.00% | +14 | New |
| Stonebridge Capital Advisors LLC | 12 | $1.00K | 0.00% | +12 | New |
| Delos Wealth Advisors, LLC | 11 | $1.00K | 0.00% | +11 | New |
| SJS Investment Consulting Inc. | 10 | $1.00K | 0.00% | +10 | New |
| Abound Wealth Management | 18 | $1.07K | 0.00% | +18 | New |
| Loomis Sayles & Co L P | 27 | $2.00K | 0.00% | −37−57.8% | Reduced |
| Bellwether Advisors, LLC | 46 | $2.00K | 0.00% | −2−4.2% | Reduced |
| Hallmark Capital Management Inc | 38 | $2.00K | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 21 | $2.00K | 0.00% | −1−4.5% | Reduced |
| Disciplined Investments, LLC | 33 | $2.00K | 0.00% | +2+6.5% | Added |
| Karlinski Andrew C | 34 | $2.00K | 0.00% | +1+3.0% | Added |
| Duncker Streett & Co Inc | 31 | $2.00K | 0.00% | +31 | New |
| TD Ameritrade Investment Management, LLC | 45 | $3.00K | 0.00% | −36−44.4% | Reduced |
| Alaska Permanent Fund Corp | 49 | $3.00K | 0.00% | −13−21.0% | Reduced |
| JJJ Advisors Inc. | 56 | $3.00K | 0.00% | 00.0% | Unchanged |
| PFG Private Wealth Management, LLC | 56 | $3.00K | 0.00% | 00.0% | Unchanged |
| Hartford Financial Management Inc. | 44 | $3.00K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 53 | $3.00K | 0.00% | +22+71.0% | Added |
| Schubert & Co | 50 | $3.00K | 0.00% | +15+42.9% | Added |
| Community Bank, N.A. | 43 | $3.00K | 0.00% | +43 | New |
| Ten Capital Wealth Advisors, LLC | 53 | $3.00K | 0.00% | +53 | New |
| JNBA Financial Advisors | 73 | $4.00K | 0.00% | 00.0% | Unchanged |
| Professional Financial Advisors, LLC | 68 | $4.00K | 0.00% | 00.0% | Unchanged |
| Corsicana & Co. | 59 | $4.00K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 65 | $4.00K | 0.00% | +8+14.0% | Added |
| Federation des caisses Desjardins du Quebec | 71 | $4.22K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 78 | $5.00K | 0.00% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 100 | $6.00K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 97 | $6.00K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 103 | $6.00K | 0.00% | +31+43.1% | Added |
| Caldwell Trust Co | 113 | $6.71K | 0.00% | 00.0% | Unchanged |
| Northwest Investment Counselors, LLC | 119 | $7.00K | 0.00% | 00.0% | Unchanged |
| FourThought Financial, LLC | 119 | $7.00K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 113 | $7.00K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 113 | $7.00K | 0.00% | 00.0% | Unchanged |
| Trustcore Financial Services, LLC | 115 | $7.00K | 0.00% | +115 | New |
| JFS Wealth Advisors, LLC | 139 | $8.00K | 0.00% | −28−16.8% | Reduced |
| Beacon Capital Management, LLC | 116 | $8.00K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 129 | $8.00K | 0.00% | +14+12.2% | Added |
| EverSource Wealth Advisors, LLC | 139 | $8.00K | 0.00% | +97+231.0% | Added |
| Country Trust Bank | 147 | $9.00K | 0.00% | 00.0% | Unchanged |
| Coastal Capital Group, Inc. | 159 | $9.00K | 0.00% | +1+0.6% | Added |
| Clearstead Advisors, LLC | 161 | $10.0K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 174 | $10.0K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 189 | $11.0K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 180 | $11.0K | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 176 | $11.0K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 189 | $11.2K | 0.00% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 200 | $12.0K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 205 | $12.0K | 0.00% | 00.0% | Unchanged |
| Accel Wealth Management | 196 | $12.0K | 0.01% | +1+0.5% | Added |
| Sandy Spring Bank | 200 | $12.0K | 0.00% | +200 | New |
| Dark Forest Capital Management LP | 197 | $12.0K | 0.00% | +197 | New |
| Sutton Wealth Advisors Inc. | 216 | $12.8K | 0.01% | +38+21.3% | Added |
| Covestor Ltd | 210 | $13.0K | 0.01% | −2,392−91.9% | Reduced |
| Missouri Trust & Investment Co | 226 | $13.0K | 0.01% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 215 | $13.0K | 0.00% | +59+37.8% | Added |
| Evermay Wealth Management LLC | 230 | $14.0K | 0.00% | 00.0% | Unchanged |
| Almanack Investment Partners, LLC. | 232 | $14.0K | 0.00% | +232 | New |
| Acadian Asset Management LLC | 260 | $15.0K | 0.00% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 269 | $16.0K | 0.01% | −269−50.0% | Reduced |
| Mach-1 Financial Group, Inc. | 270 | $16.0K | 0.02% | −98−26.6% | Reduced |
| Focused Wealth Management, Inc | 263 | $16.0K | 0.00% | +2+0.8% | Added |
| NuWave Investment Management, LLC | 270 | $16.0K | 0.02% | +270 | New |
| Ellevest, Inc. | 299 | $18.0K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 299 | $18.0K | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 1,337 | $19.0K | 0.01% | +5+0.4% | Added |
| North Star Investment Management Corp. | 327 | $19.0K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 319 | $19.0K | 0.00% | 00.0% | Unchanged |
| Ellis Investment Partners, LLC | 328 | $19.0K | 0.01% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 312 | $19.0K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 332 | $19.7K | 0.01% | 00.0% | Unchanged |
| Achmea Investment Management B.V. | 331 | $20.0K | 0.00% | 00.0% | Unchanged |
| Burleson & Company, LLC | 330 | $20.0K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 354 | $21.0K | 0.01% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 349 | $21.0K | 0.00% | +81+30.2% | Added |
| Crewe Advisors LLC | 346 | $21.0K | 0.00% | +323+1,404.3% | Added |
| Cambridge Trust Co | 383 | $23.0K | 0.00% | +8+2.1% | Added |
| Klaas Financial Asset Advisors, LLC | 412 | $24.0K | 0.01% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 413 | $25.0K | 0.01% | +287+227.8% | Added |
| Dividend Assets Capital, LLC | 436 | $26.0K | 0.01% | −109−20.0% | Reduced |
| CVA Family Office, LLC | 430 | $26.0K | 0.01% | −35−7.5% | Reduced |
| Baystate Wealth Management LLC | 439 | $26.0K | 0.00% | +3+0.7% | Added |
| Private Trust Co NA | 433 | $26.0K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 467 | $28.0K | 0.00% | −4,244−90.1% | Reduced |
| Truvestments Capital LLC | 478 | $28.0K | 0.02% | +4+0.8% | Added |
| Carolina Wealth Advisors, LLC | 478 | $28.0K | 0.02% | 00.0% | Unchanged |
| Cutler Group LP | 473 | $28.0K | 0.00% | 00.0% | Unchanged |
| PSI Advisors, LLC | 500 | $30.0K | 0.02% | 00.0% | Unchanged |
| Financial Avengers, Inc. | 508 | $30.0K | 0.02% | +5+1.0% | Added |