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 |
|---|---|---|---|---|---|
| Country Club Bank | 7,686 | $465.0K | 0.04% | −42−0.5% | Reduced |
| Naples Global Advisors, LLC | 7,939 | $472.0K | 0.06% | 00.0% | Unchanged |
| Nicolet Bankshares Inc | 8,000 | $475.0K | 0.14% | 00.0% | Unchanged |
| Orion Portfolio Solutions, LLC | 8,046 | $478.0K | 0.02% | +8,046 | New |
| KCM Investment Advisors LLC | 8,135 | $483.0K | 0.02% | +477+6.2% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 8,225 | $489.0K | 0.05% | +385+4.9% | Added |
| Wade G W & Inc | 8,459 | $502.0K | 0.02% | +8,459 | New |
| Private Advisor Group, LLC | 8,497 | $505.0K | 0.01% | −5,840−40.7% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 8,525 | $506.0K | 0.01% | −647−7.1% | Reduced |
| Rafferty Asset Management, LLC | 8,534 | $507.0K | 0.01% | +8,534 | New |
| CWM Advisors, LLC | 8,705 | $517.0K | 0.07% | +380+4.6% | Added |
| Smith, Moore & Co. | 8,870 | $527.0K | 0.08% | +1,819+25.8% | Added |
| Synovus Financial Corp | 9,001 | $532.0K | 0.01% | +3,351+59.3% | Added |
| Fairview Capital Investment Management, LLC | 9,000 | $534.0K | 0.04% | 00.0% | Unchanged |
| Aevitas Wealth Management, Inc. | 9,057 | $538.0K | 0.40% | −81−0.9% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 9,100 | $541.0K | 0.03% | −350−3.7% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 9,542 | $567.0K | 0.00% | −5,706−37.4% | Reduced |
| Moors & Cabot, Inc. | 9,568 | $568.0K | 0.04% | +303+3.3% | Added |
| Atria Wealth Solutions, Inc. | 9,782 | $581.0K | 0.01% | +657+7.2% | Added |
| Shell Asset Management Co | 9,823 | $583.0K | 0.02% | −3,350−25.4% | Reduced |
| Banque Pictet & Cie SA | 9,982 | $592.9K | 0.01% | +5,349+115.5% | Added |
| Nordea Investment Management AB | 9,803 | $594.0K | 0.00% | 00.0% | Unchanged |
| Man Group plc | 10,193 | $605.0K | 0.00% | – | – |
| Steward Partners Investment Advisory, LLC | 10,523 | $625.0K | 0.01% | −124−1.2% | Reduced |
| Mattern Wealth Management LLC | 10,648 | $632.0K | 0.25% | +9+0.1% | Added |
| Lion Street Advisors, LLC | 10,597 | $632.0K | 0.32% | +1,271+13.6% | Added |
| Point72 Hong Kong Ltd | 10,660 | $633.0K | 0.04% | −11,583−52.1% | Reduced |
| KBC Group NV | 10,650 | $633.0K | 0.00% | 00.0% | Unchanged |
| Cetera Advisor Networks LLC | 10,653 | $633.0K | 0.01% | +1,222+13.0% | Added |
| Exchange Traded Concepts, LLC | 10,851 | $645.0K | 0.02% | +243+2.3% | Added |
| JustInvest LLC | 10,976 | $652.0K | 0.03% | +2,110+23.8% | Added |
| Dakota Wealth Management | 11,035 | $656.0K | 0.05% | −723−6.1% | Reduced |
| Walleye Trading LLC | 11,066 | $657.0K | 0.02% | +11,066 | New |
| Janney Montgomery Scott LLC | 11,087 | $659.0K | 0.00% | +381+3.6% | Added |
| Susquehanna International Group, LLP | 11,178 | $664.0K | 0.00% | −32,780−74.6% | Reduced |
| Engineers Gate Manager LP | 11,207 | $666.0K | 0.04% | +7,408+195.0% | Added |
| Atom Investors LP | 11,232 | $667.0K | 0.23% | +11,232 | New |
| Gibson Wealth Advisors LLC | 11,400 | $677.0K | 0.78% | 00.0% | Unchanged |
| Profund Advisors LLC | 11,459 | $681.0K | 0.05% | +307+2.8% | Added |
| Crossmark Global Holdings, Inc. | 11,609 | $690.0K | 0.02% | +39+0.3% | Added |
| New Mexico Educational Retirement Board | 11,750 | $698.0K | 0.04% | −1,000−7.8% | Reduced |
| Dynamic Advisor Solutions LLC | 11,794 | $701.0K | 0.05% | +401+3.5% | Added |
| Alps Advisors Inc | 12,000 | $713.0K | 0.01% | +12,000 | New |
| Jump Financial, LLC | 12,117 | $720.0K | 0.03% | +3,248+36.6% | Added |
| Norinchukin Bank, The | 12,157 | $722.0K | 0.01% | +396+3.4% | Added |
| Blair William & Co | 12,360 | $734.0K | 0.00% | −766−5.8% | Reduced |
| Arrowstreet Capital, Limited Partnership | 12,461 | $740.0K | 0.00% | +12,461 | New |
| Foresight Capital Management Advisors, Inc. | 12,509 | $743.0K | 1.28% | −320−2.5% | Reduced |
| Kestra Advisory Services, LLC | 12,653 | $752.0K | 0.01% | +4,561+56.4% | Added |
| Ninepoint Partners LP | 12,827 | $762.0K | 0.13% | 00.0% | Unchanged |
| Keybank National Association | 13,117 | $779.0K | 0.00% | −418−3.1% | Reduced |
| Advisors Asset Management, Inc. | 13,166 | $782.0K | 0.02% | +1,787+15.7% | Added |
| Prospera Financial Services Inc | 13,332 | $792.0K | 0.04% | +1,819+15.8% | Added |
| Metropolitan Life Insurance Co | 13,662 | $811.5K | 0.04% | −158−1.1% | Reduced |
| Moody National Bank Trust Division | 13,662 | $812.0K | 0.08% | +5,428+65.9% | Added |
| J.W. Cole Advisors, Inc. | 13,732 | $816.0K | 0.07% | −1,124−7.6% | Reduced |
| Squarepoint Ops LLC | 13,818 | $821.0K | 0.01% | −106,267−88.5% | Reduced |
| Eaton Vance Management | 13,890 | $825.0K | 0.00% | +162+1.2% | Added |
| Sawtooth Solutions, LLC | 14,480 | $861.0K | 0.12% | +9,006+164.5% | Added |
| Louisiana State Employees Retirement System | 14,700 | $873.0K | 0.03% | +200+1.4% | Added |
| The PNC Financial Services Group, Inc. | 14,782 | $880.0K | 0.00% | +355+2.5% | Added |
| AlphaStar Capital Management, LLC | 14,850 | $882.0K | 0.09% | +14,850 | New |
| Magnetar Financial LLC | 15,380 | $914.0K | 0.01% | +15,380 | New |
| Edmonds Duncan Registered Investment Advisors, LLC | 15,495 | $920.0K | 0.33% | +20.0% | Added |
| SeaCrest Wealth Management, LLC | 15,858 | $942.0K | 0.14% | −8−0.1% | Reduced |
| Albion Financial Group | 16,270 | $966.0K | 0.10% | 00.0% | Unchanged |
| Carnegie Capital Asset Management, LLC | 16,318 | $969.0K | 0.05% | +16,318 | New |
| Toews Corp | 17,000 | $1.01M | 0.74% | −900−5.0% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 17,135 | $1.02M | 0.02% | +264+1.6% | Added |
| National Bank of Canada | 16,833 | $1.02M | 0.01% | −2,285−12.0% | Reduced |
| CoreFirst Bank & Trust | 17,303 | $1.03M | 0.89% | −2,761−13.8% | Reduced |
| Maryland State Retirement & Pension System | 17,360 | $1.03M | 0.09% | 00.0% | Unchanged |
| Financial Partners Group, Inc | 17,387 | $1.03M | 0.27% | +93+0.5% | Added |
| Hancock Whitney Corp | 17,407 | $1.03M | 0.04% | −1,098−5.9% | Reduced |
| Kentucky Retirement Systems | 17,967 | $1.07M | 0.05% | +935+5.5% | Added |
| Securian Asset Management, Inc | 18,500 | $1.10M | 0.03% | 00.0% | Unchanged |
| Virginia Retirement Systems Et Al | 18,600 | $1.10M | 0.01% | +18,600 | New |
| Daiwa Securities Group Inc. | 18,623 | $1.11M | 0.01% | +347+1.9% | Added |
| Baird Financial Group, Inc. | 18,677 | $1.11M | 0.00% | +1,011+5.7% | Added |
| Federated Hermes, Inc. | 19,390 | $1.15M | 0.00% | −5,978−23.6% | Reduced |
| Adamsbrown Wealth Consultants LLC | 19,531 | $1.16M | 0.88% | +122+0.6% | Added |
| Ergoteles LLC | 19,652 | $1.17M | 0.04% | −120,451−86.0% | Reduced |
| First Republic Investment Management, Inc. | 19,721 | $1.17M | 0.00% | −124−0.6% | Reduced |
| Advocate Group LLC | 19,761 | $1.17M | 0.29% | +8,250+71.7% | Added |
| Bank of Nova Scotia | 20,158 | $1.20M | 0.00% | −129−0.6% | Reduced |
| Northwestern Mutual Wealth Management Co | 20,258 | $1.20M | 0.00% | +229+1.1% | Added |
| Brookmont Capital Management | 20,347 | $1.21M | 0.84% | +1,163+6.1% | Added |
| Teachers Retirement System of the State of Kentucky | 20,899 | $1.24M | 0.01% | +20,899 | New |
| Retirement Planning Group | 21,213 | $1.26M | 0.16% | +141+0.7% | Added |
| Gofen & Glossberg LLC | 21,483 | $1.28M | 0.04% | −1,925−8.2% | Reduced |
| ARGI Investment Services, LLC | 21,474 | $1.28M | 0.04% | +1,272+6.3% | Added |
| UBS Oconnor LLC | 21,698 | $1.29M | 0.01% | +21,698 | New |
| Hartford Investment Management Co | 21,804 | $1.29M | 0.04% | −46−0.2% | Reduced |
| British Columbia Investment Management Corp | 22,473 | $1.33M | 0.02% | −4,040−15.2% | Reduced |
| Larson Financial Group LLC | 23,171 | $1.38M | 0.20% | +21,823+1,618.9% | Added |
| Glenmede Trust Co NA | 23,477 | $1.39M | 0.01% | +2,411+11.4% | Added |
| Teza Capital Management LLC | 23,463 | $1.39M | 0.29% | +23,463 | New |
| Xponance, Inc. | 24,244 | $1.44M | 0.03% | +3,724+18.1% | Added |
| Robeco Institutional Asset Management B.V. | 24,539 | $1.46M | 0.00% | +1,530+6.6% | Added |
| Gotham Asset Management, LLC | 24,816 | $1.47M | 0.04% | +9,114+58.0% | Added |