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 |
|---|---|---|---|---|---|
| Wipfli Financial Advisors LLC, | 3,762 | $223.0K | 0.02% | +3,762 | New |
| Checchi Capital Advisers, LLC | 3,777 | $224.0K | 0.02% | 00.0% | Unchanged |
| PAX Financial Group, LLC | 3,775 | $224.0K | 0.06% | +141+3.9% | Added |
| Tradewinds, LLC. | 3,813 | $226.0K | 0.16% | 00.0% | Unchanged |
| Aptus Capital Advisors, LLC | 3,815 | $227.0K | 0.01% | +3,815 | New |
| Waters Parkerson & Co., LLC | 3,835 | $228.0K | 0.02% | 00.0% | Unchanged |
| Symmetry Partners, LLC | 3,872 | $230.0K | 0.02% | 00.0% | Unchanged |
| Texas Yale Capital Corp. | 3,892 | $231.0K | 0.01% | 00.0% | Unchanged |
| Morningstar Investment Services LLC | 3,840 | $231.0K | 0.00% | +3,840 | New |
| Ci Investments Inc. | 3,912 | $232.0K | 0.00% | +91+2.4% | Added |
| Jefferies Group LLC | 3,915 | $232.6K | 0.01% | −1,143−22.6% | Reduced |
| Mirador Capital Partners LP | 3,943 | $234.0K | 0.06% | −4,228−51.7% | Reduced |
| Lazard Asset Management LLC | 3,975 | $236.0K | 0.00% | −92,843−95.9% | Reduced |
| Cornerstone Wealth Management, LLC | 3,965 | $236.0K | 0.03% | +10.0% | Added |
| United Capital Management of KS, Inc. | 4,072 | $242.0K | 0.11% | −60−1.5% | Reduced |
| Advisor Partners II, LLC | 4,074 | $242.0K | 0.02% | +4,074 | New |
| Evoke Wealth, LLC | 4,128 | $245.0K | 0.01% | −4−0.1% | Reduced |
| D.A. Davidson & Co. | 4,117 | $245.0K | 0.00% | +62+1.5% | Added |
| Cresset Asset Management, LLC | 4,142 | $246.0K | 0.00% | −414−9.1% | Reduced |
| Cetera Advisors LLC | 4,145 | $246.0K | 0.01% | +518+14.3% | Added |
| ONE Advisory Partners, LLC | 4,153 | $247.0K | 0.17% | +4,153 | New |
| Ashfield Capital Partners, LLC | 4,172 | $248.0K | 0.02% | 00.0% | Unchanged |
| TownSquare Capital, LLC | 4,197 | $249.0K | 0.01% | +4,197 | New |
| CAPROCK Group, Inc. | 4,216 | $250.0K | 0.02% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 4,222 | $251.0K | 0.01% | +78+1.9% | Added |
| Calton & Associates, Inc. | 4,255 | $252.0K | 0.14% | +78+1.9% | Added |
| Garrett Investment Advisors LLC | 4,291 | $255.0K | 0.06% | +4,291 | New |
| Great Valley Advisor Group, Inc. | 4,303 | $256.0K | 0.01% | +244+6.0% | Added |
| Woodward Diversified Capital, LLC | 4,422 | $263.0K | 0.22% | −264−5.6% | Reduced |
| RWM Asset Management, LLC | 4,474 | $266.0K | 0.06% | +1,111+33.0% | Added |
| Laurel Wealth Advisors, Inc. | 4,492 | $267.0K | 0.03% | +30+0.7% | Added |
| Johnson Investment Counsel Inc | 4,534 | $269.0K | 0.00% | +47+1.0% | Added |
| Lido Advisors, LLC | 4,551 | $270.0K | 0.01% | +294+6.9% | Added |
| Royal Fund Management, LLC | 4,609 | $273.0K | 0.05% | 00.0% | Unchanged |
| MainStreet Investment Advisors LLC | 4,740 | $281.0K | 0.03% | +20.0% | Added |
| Black Diamond Financial, LLC | 4,729 | $281.0K | 0.11% | 00.0% | Unchanged |
| Los Angeles Capital Management LLC | 4,775 | $284.0K | 0.00% | −2,005−29.6% | Reduced |
| Tocqueville Asset Management L.P. | 4,900 | $291.0K | 0.01% | 00.0% | Unchanged |
| Arete Wealth Advisors, LLC | 4,894 | $291.0K | 0.03% | +320+7.0% | Added |
| William Allan, LLC | 4,935 | $293.0K | 0.27% | −190−3.7% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 5,032 | $299.0K | 0.00% | −32−0.6% | Reduced |
| Resources Investment Advisors, LLC. | 5,038 | $299.0K | 0.01% | +713+16.5% | Added |
| Cypress Capital Group | 5,084 | $302.0K | 0.05% | +212+4.4% | Added |
| Fifth Third Bancorp | 5,100 | $303.0K | 0.00% | +157+3.2% | Added |
| GoalVest Advisory LLC | 5,093 | $303.0K | 0.21% | +1,110+27.9% | Added |
| Raleigh Capital Management Inc. | 5,119 | $304.0K | 0.18% | +322+6.7% | Added |
| Veritable, L.P. | 5,132 | $305.0K | 0.01% | +93+1.8% | Added |
| GWM Advisors LLC | 5,149 | $306.0K | 0.01% | −15−0.3% | Reduced |
| Intrust Bank NA | 5,283 | $314.0K | 0.05% | 00.0% | Unchanged |
| Duality Advisers, LP | 5,313 | $316.0K | 0.03% | +5,313 | New |
| Advisory Services Network, LLC | 5,360 | $319.0K | 0.01% | −65−1.2% | Reduced |
| Empirical Finance, LLC | 5,364 | $319.0K | 0.04% | +909+20.4% | Added |
| Vestcor Inc | 5,406 | $321.0K | 0.01% | −14,806−73.3% | Reduced |
| Central Trust Co | 5,460 | $324.0K | 0.01% | 00.0% | Unchanged |
| Credential Qtrade Securities Inc. | 5,479 | $325.5K | 0.03% | +191+3.6% | Added |
| Regions Financial Corp | 5,490 | $326.0K | 0.00% | −1,606−22.6% | Reduced |
| Schulhoff & Co Inc | 5,500 | $326.0K | 0.17% | 00.0% | Unchanged |
| Horizon Investment Services, LLC | 5,485 | $326.0K | 0.24% | +106+2.0% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 5,535 | $329.0K | 0.00% | +5,535 | New |
| Gilbert & Cook, Inc. | 5,505 | $335.0K | 0.07% | +111+2.1% | Added |
| Peapack Gladstone Financial Corp | 5,703 | $339.0K | 0.01% | +5,703 | New |
| Financial Advisory Service, Inc. | 5,748 | $341.0K | 0.04% | +1,852+47.5% | Added |
| D.B. Root & Company, LLC | 5,753 | $341.0K | 0.16% | +5,753 | New |
| Connor, Clark & Lunn Investment Management Ltd. | 5,759 | $342.0K | 0.00% | +5,759 | New |
| FORA Capital, LLC | 5,751 | $342.0K | 0.07% | +5,751 | New |
| Avantax Advisory Services, Inc. | 5,768 | $343.0K | 0.01% | +677+13.3% | Added |
| IFP Advisors, Inc | 6,257 | $346.0K | 0.01% | −423−6.3% | Reduced |
| Meeder Asset Management Inc | 5,856 | $347.0K | 0.02% | −542−8.5% | Reduced |
| Schonfeld Strategic Advisors LLC | 5,855 | $348.0K | 0.00% | −283,273−98.0% | Reduced |
| Amica Retiree Medical Trust | 5,919 | $352.0K | 0.44% | +458+8.4% | Added |
| Contravisory Investment Management, Inc. | 5,963 | $354.0K | 0.12% | 00.0% | Unchanged |
| BKD Wealth Advisors, LLC | 5,990 | $356.0K | 0.01% | 00.0% | Unchanged |
| Park Avenue Securities LLC | 6,012 | $357.0K | 0.01% | +1,597+36.2% | Added |
| Regentatlantic Capital LLC | 6,165 | $366.0K | 0.01% | +265+4.5% | Added |
| Capital Asset Advisory Services LLC | 6,184 | $367.0K | 0.05% | −1,554−20.1% | Reduced |
| John G Ullman & Associates Inc | 6,200 | $368.0K | 0.06% | 00.0% | Unchanged |
| Redpoint Investment Management Pty Ltd | 6,224 | $370.0K | 0.05% | −237−3.7% | Reduced |
| Dynamic Technology Lab Private Ltd | 6,278 | $373.0K | 0.04% | +6,278 | New |
| Brookstone Capital Management | 6,786 | $374.0K | 0.01% | +1,761+35.0% | Added |
| Trust Co of Kansas | 6,391 | $380.0K | 0.27% | −170−2.6% | Reduced |
| Occudo Quantitative Strategies LP | 6,435 | $382.0K | 0.03% | +6,435 | New |
| Waterfront Wealth Inc. | 6,441 | $389.0K | 0.15% | 00.0% | Unchanged |
| Kornitzer Capital Management Inc | 6,579 | $391.0K | 0.01% | 00.0% | Unchanged |
| Hennion & Walsh Asset Management, Inc. | 6,603 | $392.0K | 0.03% | −141−2.1% | Reduced |
| DuPont Capital Management Corp | 6,615 | $393.0K | 0.02% | −31,096−82.5% | Reduced |
| Rockland Trust Co | 6,621 | $393.0K | 0.03% | −3,638−35.5% | Reduced |
| Chicago Partners Investment Group LLC | 6,740 | $413.0K | 0.03% | −31−0.5% | Reduced |
| Raymond James Trust N.A. | 6,978 | $415.0K | 0.02% | −420−5.7% | Reduced |
| Change Path, LLC | 7,181 | $426.0K | 0.03% | +256+3.7% | Added |
| Trust Co | 7,217 | $429.0K | 0.09% | +100+1.4% | Added |
| Balentine LLC | 7,296 | $433.0K | 0.02% | −7,263−49.9% | Reduced |
| Banque Cantonale Vaudoise | 7,300 | $434.0K | 0.02% | 00.0% | Unchanged |
| Ontario Teachers Pension Plan Board | 7,343 | $436.0K | 0.01% | +7,343 | New |
| Jeppson Wealth Management, LLC | 7,495 | $445.0K | 0.20% | −10−0.1% | Reduced |
| Proequities, Inc. | 7,485 | $445.0K | 0.04% | +3,549+90.2% | Added |
| Assetmark, Inc | 7,503 | $446.0K | 0.00% | −17,762−70.3% | Reduced |
| Garner Asset Management Corp | 7,573 | $450.0K | 0.24% | −568−7.0% | Reduced |
| IHT Wealth Management, LLC | 7,575 | $450.0K | 0.03% | +3,834+102.5% | Added |
| Y-Intercept (Hong Kong) Ltd | 7,647 | $454.2K | 0.05% | +7,647 | New |
| Capula Management Ltd | 7,760 | $461.0K | 0.06% | +7,760 | New |