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 |
|---|---|---|---|---|---|
| Duality Advisers, LP | 5,313 | $316.0K | 0.03% | +5,313 | New |
| Intrust Bank NA | 5,283 | $314.0K | 0.05% | 00.0% | Unchanged |
| GWM Advisors LLC | 5,149 | $306.0K | 0.01% | −15−0.3% | Reduced |
| Veritable, L.P. | 5,132 | $305.0K | 0.01% | +93+1.8% | Added |
| Raleigh Capital Management Inc. | 5,119 | $304.0K | 0.18% | +322+6.7% | 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 |
| Cypress Capital Group | 5,084 | $302.0K | 0.05% | +212+4.4% | Added |
| 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 |
| William Allan, LLC | 4,935 | $293.0K | 0.27% | −190−3.7% | 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 |
| Los Angeles Capital Management LLC | 4,775 | $284.0K | 0.00% | −2,005−29.6% | Reduced |
| 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 |
| Royal Fund Management, LLC | 4,609 | $273.0K | 0.05% | 00.0% | Unchanged |
| Lido Advisors, LLC | 4,551 | $270.0K | 0.01% | +294+6.9% | Added |
| Johnson Investment Counsel Inc | 4,534 | $269.0K | 0.00% | +47+1.0% | Added |
| Laurel Wealth Advisors, Inc. | 4,492 | $267.0K | 0.03% | +30+0.7% | Added |
| RWM Asset Management, LLC | 4,474 | $266.0K | 0.06% | +1,111+33.0% | Added |
| Woodward Diversified Capital, LLC | 4,422 | $263.0K | 0.22% | −264−5.6% | Reduced |
| Great Valley Advisor Group, Inc. | 4,303 | $256.0K | 0.01% | +244+6.0% | Added |
| Garrett Investment Advisors LLC | 4,291 | $255.0K | 0.06% | +4,291 | New |
| Calton & Associates, Inc. | 4,255 | $252.0K | 0.14% | +78+1.9% | Added |
| Massmutual Trust Co FSB | 4,222 | $251.0K | 0.01% | +78+1.9% | Added |
| CAPROCK Group, Inc. | 4,216 | $250.0K | 0.02% | 00.0% | Unchanged |
| TownSquare Capital, LLC | 4,197 | $249.0K | 0.01% | +4,197 | New |
| Ashfield Capital Partners, LLC | 4,172 | $248.0K | 0.02% | 00.0% | Unchanged |
| ONE Advisory Partners, LLC | 4,153 | $247.0K | 0.17% | +4,153 | New |
| 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 |
| 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 |
| 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 |
| 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 |
| Mirador Capital Partners LP | 3,943 | $234.0K | 0.06% | −4,228−51.7% | Reduced |
| Jefferies Group LLC | 3,915 | $232.6K | 0.01% | −1,143−22.6% | Reduced |
| Ci Investments Inc. | 3,912 | $232.0K | 0.00% | +91+2.4% | Added |
| 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 |
| Symmetry Partners, LLC | 3,872 | $230.0K | 0.02% | 00.0% | Unchanged |
| Waters Parkerson & Co., LLC | 3,835 | $228.0K | 0.02% | 00.0% | Unchanged |
| Aptus Capital Advisors, LLC | 3,815 | $227.0K | 0.01% | +3,815 | New |
| Tradewinds, LLC. | 3,813 | $226.0K | 0.16% | 00.0% | Unchanged |
| 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 |
| Wipfli Financial Advisors LLC, | 3,762 | $223.0K | 0.02% | +3,762 | New |
| Sound Income Strategies, LLC | 3,718 | $221.0K | 0.03% | +17+0.5% | Added |
| Tokio Marine Asset Management Co Ltd | 3,697 | $220.0K | 0.02% | +507+15.9% | Added |
| 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 |
| Gsa Capital Partners LLP | 3,645 | $217.0K | 0.03% | +3,645 | 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 |
| Fulcrum Equity Management | 3,589 | $213.0K | 0.18% | +3,589 | New |
| Pensionmark Financial Group, LLC | 3,558 | $211.0K | 0.05% | 00.0% | Unchanged |
| 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 |
| CIBC World Markets Corp | 3,483 | $207.0K | 0.00% | −12,537−78.3% | Reduced |
| Sunbelt Securities, Inc. | 3,475 | $206.0K | 0.04% | +209+6.4% | Added |
| Bedel Financial Consulting, Inc. | 3,340 | $205.0K | 0.05% | −631−15.9% | 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 |
| Metis Global Partners, LLC | 3,410 | $202.0K | 0.03% | −22−0.6% | Reduced |
| IMA Wealth, Inc. | 3,289 | $195.0K | 0.05% | 00.0% | Unchanged |
| Capstone Investment Advisors, LLC | 3,259 | $194.0K | 0.00% | +3,259 | New |
| Parallel Advisors, LLC | 3,140 | $186.0K | 0.01% | +72+2.3% | Added |
| AdvisorNet Financial, Inc | 3,037 | $180.0K | 0.02% | +24+0.8% | Added |
| Credit Agricole S A | 2,995 | $178.0K | 0.01% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 2,872 | $170.0K | 0.01% | 00.0% | Unchanged |
| Clear Street Markets LLC | 2,840 | $169.0K | 0.03% | +2,058+263.2% | Added |
| Riggs Asset Managment Co. Inc. | 2,800 | $166.0K | 0.07% | 00.0% | Unchanged |
| Quent Capital, LLC | 2,753 | $164.0K | 0.03% | +241+9.6% | Added |
| SRS Capital Advisors, Inc. | 2,664 | $158.0K | 0.02% | 00.0% | Unchanged |
| Simplex Trading, LLC | 2,568 | $152.0K | 0.01% | +2,016+365.2% | Added |
| Tompkins Financial Corp | 2,484 | $148.0K | 0.02% | −1,000−28.7% | Reduced |
| Pacer Advisors, Inc. | 2,149 | $128.0K | 0.00% | −137,510−98.5% | Reduced |
| Kelly Financial Services LLC | 2,054 | $122.0K | 0.07% | 00.0% | Unchanged |
| Trust Co of Vermont | 2,000 | $119.0K | 0.01% | 00.0% | Unchanged |
| Hudock, Inc. | 1,973 | $117.0K | 0.04% | 00.0% | Unchanged |
| 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 |
| 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 |
| Huber Capital Management LLC | 1,758 | $104.0K | 0.03% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 1,686 | $103.0K | 0.01% | −557−24.8% | Reduced |
| 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 |
| Bessemer Group Inc | 1,699 | $101.0K | 0.00% | +261+18.2% | Added |
| Geneos Wealth Management Inc. | 1,632 | $96.0K | 0.01% | −1,218−42.7% | Reduced |
| Deseret Mutual Benefit Administrators | 1,590 | $94.0K | 0.03% | −479−23.2% | Reduced |
| 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 |
| Covington Capital Management | 1,522 | $90.0K | 0.00% | +454+42.5% | Added |
| South State Corp. | 1,500 | $89.0K | 0.01% | 00.0% | Unchanged |
| Virtus Investment Advisers, Inc. | 1,443 | $86.0K | 0.04% | +1,443 | New |
| American Portfolios Advisors | 1,423 | $84.5K | 0.00% | −46−3.1% | Reduced |