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 |
|---|---|---|---|---|---|
| Brown Brothers Harriman & Co | 497 | $30.0K | 0.00% | +497 | New |
| Harbour Investments, Inc. | 471 | $31.0K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 517 | $31.0K | 0.01% | +100+24.0% | Added |
| AGF Investments LLC | 522 | $31.0K | 0.00% | +522 | New |
| Independence Bank of Kentucky | 556 | $33.0K | 0.02% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 550 | $33.0K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 575 | $34.0K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 575 | $35.0K | 0.00% | +16+2.9% | Added |
| Key Financial Inc | 598 | $36.0K | 0.02% | 00.0% | Unchanged |
| M&R Capital Management Inc | 610 | $36.0K | 0.01% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 598 | $36.0K | 0.01% | 00.0% | Unchanged |
| Zullo Investment Group, Inc. | 600 | $36.0K | 0.02% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 600 | $36.0K | 0.01% | +600 | New |
| Gradient Investments LLC | 629 | $37.0K | 0.00% | 00.0% | Unchanged |
| Mechanics Financial Corp | 620 | $37.0K | 0.02% | 00.0% | Unchanged |
| Huntington National Bank | 626 | $37.0K | 0.00% | +98+18.6% | Added |
| Atwood & Palmer Inc | 655 | $39.0K | 0.00% | 00.0% | Unchanged |
| Washington Trust Co | 647 | $39.0K | 0.00% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 660 | $39.0K | 0.05% | 00.0% | Unchanged |
| West Financial Advisors, LLC | 681 | $40.0K | 0.01% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 683 | $41.0K | 0.00% | +30+4.6% | Added |
| Leonteq Securities AG | 695 | $41.3K | 0.00% | +695 | New |
| Zions Bancorporation, N.A. | 710 | $42.0K | 0.00% | −7−1.0% | Reduced |
| Tevis Investment Management | 701 | $42.0K | 0.04% | +89+14.5% | Added |
| Motco | 699 | $42.0K | 0.00% | +200+40.1% | Added |
| Whittier Trust Co | 781 | $46.0K | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 756 | $46.2K | 0.02% | +203+36.7% | Added |
| Heritage Wealth Advisors | 800 | $47.5K | 0.00% | 00.0% | Unchanged |
| City Holding Co | 808 | $48.0K | 0.01% | −87−9.7% | Reduced |
| City State Bank | 808 | $48.0K | 0.03% | 00.0% | Unchanged |
| Altshuler Shaham Ltd | 821 | $50.0K | 0.00% | +7+0.9% | Added |
| Smithfield Trust Co | 924 | $55.0K | 0.00% | 00.0% | Unchanged |
| Mondrian Investment Partners LTD | 966 | $57.0K | 0.00% | 00.0% | Unchanged |
| First Financial Corp | 1,000 | $59.0K | 0.04% | 00.0% | Unchanged |
| Montag A & Associates Inc | 1,000 | $59.0K | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 1,032 | $60.0K | 0.00% | −10−1.0% | Reduced |
| HM Payson & Co | 1,025 | $61.0K | 0.00% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 1,070 | $63.0K | 0.03% | +1,070 | New |
| First Horizon Advisors, Inc. | 1,099 | $64.0K | 0.00% | −46−4.0% | Reduced |
| Rocky Mountain Advisers, LLC | 1,085 | $64.0K | 0.08% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 1,015 | $66.0K | 0.00% | −406−28.6% | Reduced |
| Westside Investment Management, Inc. | 1,174 | $69.0K | 0.00% | 00.0% | Unchanged |
| Sargent Bickham Lagudis LLC | 1,199 | $71.0K | 0.01% | 00.0% | Unchanged |
| Cowa, LLC | 1,196 | $71.0K | 0.05% | +1,196 | New |
| American State Bank (Iowa) | 1,196 | $71.0K | 0.06% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 1,275 | $76.0K | 0.00% | +1,058+487.6% | Added |
| Quadrant Capital Group LLC | 1,314 | $78.0K | 0.01% | +42+3.3% | Added |
| Selective Wealth Management, Inc. | 1,364 | $81.0K | 0.03% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 1,366 | $81.0K | 0.03% | +680+99.1% | Added |
| GPS Wealth Strategies Group, LLC | 1,388 | $82.0K | 0.02% | 00.0% | Unchanged |
| American Portfolios Advisors | 1,423 | $84.5K | 0.00% | −46−3.1% | Reduced |
| Virtus Investment Advisers, Inc. | 1,443 | $86.0K | 0.04% | +1,443 | New |
| South State Corp. | 1,500 | $89.0K | 0.01% | 00.0% | Unchanged |
| Covington Capital Management | 1,522 | $90.0K | 0.00% | +454+42.5% | Added |
| Sentry Investment Management LLC | 1,530 | $91.0K | 0.04% | 00.0% | Unchanged |
| Signaturefd, LLC | 1,526 | $91.0K | 0.00% | +491+47.4% | Added |
| Deseret Mutual Benefit Administrators | 1,590 | $94.0K | 0.03% | −479−23.2% | Reduced |
| Geneos Wealth Management Inc. | 1,632 | $96.0K | 0.01% | −1,218−42.7% | Reduced |
| Bessemer Group Inc | 1,699 | $101.0K | 0.00% | +261+18.2% | Added |
| First Command Bank | 1,715 | $102.0K | 0.01% | −100−5.5% | Reduced |
| First Command Financial Services, Inc. | 1,715 | $102.0K | 0.01% | −100−5.5% | Reduced |
| Global Retirement Partners, LLC | 1,686 | $103.0K | 0.01% | −557−24.8% | Reduced |
| Huber Capital Management LLC | 1,758 | $104.0K | 0.03% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 1,769 | $105.0K | 0.00% | −557−23.9% | Reduced |
| Seeyond | 1,774 | $105.0K | 0.01% | −96−5.1% | Reduced |
| Johnson Midwest Financial, LLC | 1,867 | $111.0K | 0.42% | 00.0% | Unchanged |
| Allworth Financial LP | 1,866 | $111.0K | 0.00% | +217+13.2% | Added |
| Hudock, Inc. | 1,973 | $117.0K | 0.04% | 00.0% | Unchanged |
| Trust Co of Vermont | 2,000 | $119.0K | 0.01% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 2,054 | $122.0K | 0.07% | 00.0% | Unchanged |
| Pacer Advisors, Inc. | 2,149 | $128.0K | 0.00% | −137,510−98.5% | Reduced |
| Tompkins Financial Corp | 2,484 | $148.0K | 0.02% | −1,000−28.7% | Reduced |
| Simplex Trading, LLC | 2,568 | $152.0K | 0.01% | +2,016+365.2% | Added |
| SRS Capital Advisors, Inc. | 2,664 | $158.0K | 0.02% | 00.0% | Unchanged |
| Quent Capital, LLC | 2,753 | $164.0K | 0.03% | +241+9.6% | Added |
| Riggs Asset Managment Co. Inc. | 2,800 | $166.0K | 0.07% | 00.0% | Unchanged |
| Clear Street Markets LLC | 2,840 | $169.0K | 0.03% | +2,058+263.2% | Added |
| Ameritas Investment Partners, Inc. | 2,872 | $170.0K | 0.01% | 00.0% | Unchanged |
| Credit Agricole S A | 2,995 | $178.0K | 0.01% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 3,037 | $180.0K | 0.02% | +24+0.8% | Added |
| Parallel Advisors, LLC | 3,140 | $186.0K | 0.01% | +72+2.3% | Added |
| Capstone Investment Advisors, LLC | 3,259 | $194.0K | 0.00% | +3,259 | New |
| IMA Wealth, Inc. | 3,289 | $195.0K | 0.05% | 00.0% | Unchanged |
| Metis Global Partners, LLC | 3,410 | $202.0K | 0.03% | −22−0.6% | Reduced |
| Cornell Pochily Investment Advisors, Inc. | 3,416 | $203.0K | 0.10% | 00.0% | Unchanged |
| Cerity Partners LLC | 3,407 | $203.0K | 0.00% | +256+8.1% | Added |
| Bedel Financial Consulting, Inc. | 3,340 | $205.0K | 0.05% | −631−15.9% | Reduced |
| Sunbelt Securities, Inc. | 3,475 | $206.0K | 0.04% | +209+6.4% | Added |
| CIBC World Markets Corp | 3,483 | $207.0K | 0.00% | −12,537−78.3% | Reduced |
| Marcum Wealth, LLC | 3,542 | $210.0K | 0.03% | +10+0.3% | Added |
| Blueshift Asset Management, LLC | 3,528 | $210.0K | 0.04% | +3,528 | New |
| Pensionmark Financial Group, LLC | 3,558 | $211.0K | 0.05% | 00.0% | Unchanged |
| Fulcrum Equity Management | 3,589 | $213.0K | 0.18% | +3,589 | New |
| AIA Group Ltd | 3,632 | $216.0K | 0.01% | −2,238−38.1% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 3,644 | $216.0K | 0.00% | 00.0% | Unchanged |
| Gsa Capital Partners LLP | 3,645 | $217.0K | 0.03% | +3,645 | New |
| Cetera Investment Advisers | 3,665 | $218.0K | 0.00% | −392−9.7% | Reduced |
| Mather Group, LLC. | 3,669 | $218.0K | 0.00% | 00.0% | Unchanged |
| Tokio Marine Asset Management Co Ltd | 3,697 | $220.0K | 0.02% | +507+15.9% | Added |
| Sound Income Strategies, LLC | 3,718 | $221.0K | 0.03% | +17+0.5% | Added |