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 |
|---|---|---|---|---|---|
| Envestnet Asset Management Inc | 535,027 | $31.8M | 0.02% | +41,882+8.5% | Added |
| Wellington Management Group LLP | 546,160 | $32.4M | 0.01% | −188,051−25.6% | Reduced |
| Vaughan David Investments LLC | 552,867 | $32.8M | 1.10% | +6,848+1.3% | Added |
| Old Republic International Corporation | 573,417 | $34.1M | 1.13% | −600,000−51.1% | Reduced |
| Zacks Investment Management | 589,688 | $35.0M | 0.56% | +19,647+3.4% | Added |
| Vaughan Nelson Investment Management, L.P. | 650,804 | $38.7M | 0.56% | −189,337−22.5% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 673,721 | $40.0M | 0.03% | −9,887−1.4% | Reduced |
| Amundi | 706,082 | $42.5M | 0.03% | +234,372+49.7% | Added |
| Bank of America Corp | 795,796 | $47.3M | 0.01% | −63,126−7.3% | Reduced |
| Personal Capital Advisors Corp | 808,159 | $48.0M | 0.26% | +16,295+2.1% | Added |
| UBS Asset Management Americas Inc | 824,560 | $49.0M | 0.03% | +38,459+4.9% | Added |
| 1832 Asset Management L.P. | 833,987 | $49.5M | 0.11% | −8,027−1.0% | Reduced |
| LSV Asset Management | 842,300 | $50.0M | 0.12% | −106,000−11.2% | Reduced |
| Nuveen Asset Management, LLC | 868,757 | $51.6M | 0.02% | −358,373−29.2% | Reduced |
| Dimensional Fund Advisors LP | 890,990 | $52.9M | 0.02% | +12,190+1.4% | Added |
| Allianz Asset Management GmbH | 943,424 | $56.0M | 0.13% | −24,071−2.5% | Reduced |
| APG Asset Management N.V. | 952,619 | $57.8M | 0.15% | −288,456−23.2% | Reduced |
| Swiss National Bank | 994,530 | $59.1M | 0.04% | +1,400+0.1% | Added |
| Thompson Siegel & Walmsley LLC | 1,055,154 | $62.7M | 1.08% | −47,872−4.3% | Reduced |
| Jennison Associates LLC | 1,056,593 | $62.8M | 0.06% | 00.0% | Unchanged |
| Manning & Napier Group, LLC | 1,200,374 | $71.3M | 0.93% | +855,407+248.0% | Added |
| Scout Investments, Inc. | 1,273,473 | $75.6M | 1.57% | −70,078−5.2% | Reduced |
| Charles Schwab Investment Management Inc | 1,310,600 | $77.8M | 0.03% | +26,574+2.1% | Added |
| Morgan Stanley | 1,431,236 | $85.0M | 0.01% | −41,633−2.8% | Reduced |
| Ameriprise Financial Inc | 1,448,650 | $86.1M | 0.03% | −243,567−14.4% | Reduced |
| Gabelli Funds LLC | 1,519,200 | $90.2M | 0.74% | −6,800−0.4% | Reduced |
| First Trust Advisors LP | 1,579,674 | $93.8M | 0.12% | −156,870−9.0% | Reduced |
| California Public Employees Retirement System | 1,602,003 | $95.2M | 0.09% | −75,458−4.5% | Reduced |
| Victory Capital Management Inc | 1,638,865 | $97.3M | 0.11% | −49,711−2.9% | Reduced |
| Epoch Investment Partners, Inc. | 1,692,279 | $100.5M | 0.66% | +57,579+3.5% | Added |
| Massachusetts Financial Services Co | 1,869,463 | $111.0M | 0.04% | +10,382+0.6% | Added |
| Duff & Phelps Investment Management Co | 2,013,037 | $119.6M | 1.50% | +71,424+3.7% | Added |
| Zimmer Partners, LP | 2,038,419 | $121.1M | 2.69% | +800,217+64.6% | Added |
| Legal & General Group Plc | 2,365,789 | $140.5M | 0.05% | −215,913−8.4% | Reduced |
| Bank of New York Mellon Corp | 2,418,922 | $143.7M | 0.03% | −3,555−0.1% | Reduced |
| Northern Trust Corp | 2,446,125 | $145.3M | 0.03% | +10,359+0.4% | Added |
| Cohen & Steers, Inc. | 2,576,961 | $153.1M | 0.34% | +282,399+12.3% | Added |
| Bluescape Energy Partners LLC | 2,657,473 | $157.9M | 41.03% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 2,818,430 | $167.4M | 0.03% | −200,949−6.7% | Reduced |
| Magellan Asset Management Ltd | 3,241,365 | $192.5M | 1.35% | −114,320−3.4% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 3,439,713 | $204.5M | 0.57% | −68,611−2.0% | Reduced |
| Pictet Asset Management SA | 3,644,499 | $216.5M | 0.32% | −7,841−0.2% | Reduced |
| Franklin Resources Inc | 4,492,972 | $266.9M | 0.15% | +124,914+2.9% | Added |
| Geode Capital Management, LLC | 4,697,065 | $278.7M | 0.04% | +84,019+1.8% | Added |
| Invesco Ltd. | 4,960,805 | $294.7M | 0.09% | +983,719+24.7% | Added |
| FMR LLC | 6,972,710 | $414.2M | 0.04% | +61,951+0.9% | Added |
| State Street Corp | 14,645,186 | $869.9M | 0.06% | +194,152+1.3% | Added |
| BlackRock Inc. | 17,041,879 | $1.01B | 0.03% | +35,674+0.2% | Added |
| Capital International Investors | 20,550,403 | $1.22B | 0.36% | +1,616,605+8.5% | Added |
| Vanguard Group Inc | 29,082,925 | $1.73B | 0.05% | −398,533−1.4% | Reduced |
| Sofos Investments, Inc. | 1,003 | – | – | −232−18.8% | Reduced |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −150,163−100.0% | Sold out |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −93,029−100.0% | Sold out |
| Mirabella Financial Services LLP | 0 | $0 | 0.00% | −57,906−100.0% | Sold out |
| Aviva PLC | 0 | $0 | 0.00% | −32,359−100.0% | Sold out |
| Jacobs Levy Equity Management, Inc | 0 | $0 | 0.00% | −29,625−100.0% | Sold out |
| JB Capital LLC | 0 | $0 | 0.00% | −15,202−100.0% | Sold out |
| Jackson Creek Investment Advisors LLC | 0 | $0 | 0.00% | −5,526−100.0% | Sold out |
| CIBC World Markets Inc. | 0 | $0 | 0.00% | −4,932−100.0% | Sold out |
| Townsend & Associates, Inc | 0 | $0 | 0.00% | −4,925−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −4,900−100.0% | Sold out |
| Oak Thistle LLC | 0 | $0 | 0.00% | −4,762−100.0% | Sold out |
| Vontobel Holding Ltd. | 0 | $0 | 0.00% | −4,459−100.0% | Sold out |
| Centiva Capital, LP | 0 | $0 | 0.00% | −4,230−100.0% | Sold out |
| Veriti Management LLC | 0 | $0 | 0.00% | −4,180−100.0% | Sold out |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −3,816−100.0% | Sold out |
| Wealth Alliance Advisory Group, LLC | 0 | $0 | 0.00% | −3,483−100.0% | Sold out |
| Wrapmanager Inc | 0 | $0 | 0.00% | −3,428−100.0% | Sold out |
| United Capital Financial Advisers, LLC | 0 | $0 | 0.00% | −3,362−100.0% | Sold out |
| Transcend Wealth Collective, LLC | 0 | $0 | 0.00% | −3,300−100.0% | Sold out |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −3,279−100.0% | Sold out |
| Walter & Keenan Financial Consulting Co | 0 | $0 | 0.00% | −3,250−100.0% | Sold out |
| Soltis Investment Advisors LLC | 0 | $0 | 0.00% | −3,212−100.0% | Sold out |
| Hightower 6M Holding, LLC | 0 | $0 | 0.00% | −3,211−100.0% | Sold out |
| Compass Financial Advisors LLC | 0 | $0 | 0.00% | −3,201−100.0% | Sold out |
| Ti-Trust, Inc | 0 | $0 | 0.00% | −3,080−100.0% | Sold out |
| Ameritas Advisory Services, LLC | 0 | $0 | 0.00% | −3,070−100.0% | Sold out |
| Skandinaviska Enskilda Banken AB (publ) | 0 | $0 | 0.00% | −2,293−100.0% | Sold out |
| CX Institutional | 0 | $0 | 0.00% | −1,373−100.0% | Sold out |
| First Bank & Trust | 0 | $0 | 0.00% | −583−100.0% | Sold out |
| CoreCap Advisors, LLC | 0 | $0 | 0.00% | −497−100.0% | Sold out |
| Lansing Street Advisors | 0 | $0 | 0.00% | −364−100.0% | Sold out |
| Vigilant Capital Management, LLC | 0 | $0 | 0.00% | −350−100.0% | Sold out |
| Chiron Investment Management, LLC | 0 | $0 | 0.00% | −309−100.0% | Sold out |
| Arlington Partners LLC | 0 | $0 | 0.00% | −227−100.0% | Sold out |
| Vectors Research Management, LLC | 0 | $0 | 0.00% | −178−100.0% | Sold out |
| Capital Directions Investment Advisors, LLC | 0 | $0 | 0.00% | −150−100.0% | Sold out |
| Tfo-TDC, LLC | 0 | $0 | 0.00% | −94−100.0% | Sold out |
| Concord Wealth Partners | 0 | $0 | 0.00% | −91−100.0% | Sold out |
| Center for Financial Planning, Inc. | 0 | $0 | 0.00% | −59−100.0% | Sold out |
| Venture Visionary Partners LLC | 0 | $0 | 0.00% | −31−100.0% | Sold out |
| GW&K Investment Management, LLC | 0 | $0 | 0.00% | −25−100.0% | Sold out |
| Certified Advisory Corp | 0 | $0 | 0.00% | −26−100.0% | Sold out |
| Retirement Group, LLC | 0 | $0 | 0.00% | −34−100.0% | Sold out |
| Steward Financial Group LLC | 0 | $0 | 0.00% | −45−100.0% | Sold out |
| CIBC Private Wealth Group, LLC | 0 | $0 | 0.00% | −18−100.0% | Sold out |
| Carmichael Hill & Associates, Inc. | 0 | $0 | 0.00% | −20−100.0% | Sold out |
| ACG Wealth | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Frontier Wealth Management LLC | – | – | – | – | Not filed |
| Exane Derivatives | – | – | – | – | Not filed |