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 |
|---|---|---|---|---|---|
| GPS Wealth Strategies Group, LLC | 1,388 | $82.0K | 0.02% | 00.0% | Unchanged |
| 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 |
| Quadrant Capital Group LLC | 1,314 | $78.0K | 0.01% | +42+3.3% | Added |
| Benjamin F. Edwards & Company, Inc. | 1,275 | $76.0K | 0.00% | +1,058+487.6% | Added |
| American State Bank (Iowa) | 1,196 | $71.0K | 0.06% | 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 |
| Westside Investment Management, Inc. | 1,174 | $69.0K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 1,015 | $66.0K | 0.00% | −406−28.6% | Reduced |
| 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 |
| Householder Group Estate & Retirement Specialist, LLC | 1,070 | $63.0K | 0.03% | +1,070 | New |
| HM Payson & Co | 1,025 | $61.0K | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 1,032 | $60.0K | 0.00% | −10−1.0% | Reduced |
| 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 |
| Mondrian Investment Partners LTD | 966 | $57.0K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 924 | $55.0K | 0.00% | 00.0% | Unchanged |
| Altshuler Shaham Ltd | 821 | $50.0K | 0.00% | +7+0.9% | Added |
| City Holding Co | 808 | $48.0K | 0.01% | −87−9.7% | Reduced |
| City State Bank | 808 | $48.0K | 0.03% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 800 | $47.5K | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 756 | $46.2K | 0.02% | +203+36.7% | Added |
| Whittier Trust Co | 781 | $46.0K | 0.00% | 00.0% | Unchanged |
| 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 |
| Leonteq Securities AG | 695 | $41.3K | 0.00% | +695 | New |
| Farmers & Merchants Investments Inc | 683 | $41.0K | 0.00% | +30+4.6% | Added |
| West Financial Advisors, LLC | 681 | $40.0K | 0.01% | 00.0% | Unchanged |
| 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 |
| 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 |
| 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 |
| TD Waterhouse Canada Inc. | 575 | $35.0K | 0.00% | +16+2.9% | Added |
| Whittier Trust Co of Nevada Inc | 575 | $34.0K | 0.00% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 556 | $33.0K | 0.02% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 550 | $33.0K | 0.00% | 00.0% | Unchanged |
| 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 |
| PSI Advisors, LLC | 500 | $30.0K | 0.02% | 00.0% | Unchanged |
| Financial Avengers, Inc. | 508 | $30.0K | 0.02% | +5+1.0% | Added |
| Brown Brothers Harriman & Co | 497 | $30.0K | 0.00% | +497 | New |
| Spire Wealth Management | 467 | $28.0K | 0.00% | −4,244−90.1% | Reduced |
| Truvestments Capital LLC | 478 | $28.0K | 0.02% | +4+0.8% | Added |
| Carolina Wealth Advisors, LLC | 478 | $28.0K | 0.02% | 00.0% | Unchanged |
| Cutler Group LP | 473 | $28.0K | 0.00% | 00.0% | Unchanged |
| Dividend Assets Capital, LLC | 436 | $26.0K | 0.01% | −109−20.0% | Reduced |
| CVA Family Office, LLC | 430 | $26.0K | 0.01% | −35−7.5% | Reduced |
| Baystate Wealth Management LLC | 439 | $26.0K | 0.00% | +3+0.7% | Added |
| Private Trust Co NA | 433 | $26.0K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 413 | $25.0K | 0.01% | +287+227.8% | Added |
| Klaas Financial Asset Advisors, LLC | 412 | $24.0K | 0.01% | 00.0% | Unchanged |
| Cambridge Trust Co | 383 | $23.0K | 0.00% | +8+2.1% | Added |
| FinTrust Capital Advisors, LLC | 354 | $21.0K | 0.01% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 349 | $21.0K | 0.00% | +81+30.2% | Added |
| Crewe Advisors LLC | 346 | $21.0K | 0.00% | +323+1,404.3% | Added |
| Achmea Investment Management B.V. | 331 | $20.0K | 0.00% | 00.0% | Unchanged |
| Burleson & Company, LLC | 330 | $20.0K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 332 | $19.7K | 0.01% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 1,337 | $19.0K | 0.01% | +5+0.4% | Added |
| North Star Investment Management Corp. | 327 | $19.0K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 319 | $19.0K | 0.00% | 00.0% | Unchanged |
| Ellis Investment Partners, LLC | 328 | $19.0K | 0.01% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 312 | $19.0K | 0.00% | 00.0% | Unchanged |
| Ellevest, Inc. | 299 | $18.0K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 299 | $18.0K | 0.00% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 269 | $16.0K | 0.01% | −269−50.0% | Reduced |
| Mach-1 Financial Group, Inc. | 270 | $16.0K | 0.02% | −98−26.6% | Reduced |
| Focused Wealth Management, Inc | 263 | $16.0K | 0.00% | +2+0.8% | Added |
| NuWave Investment Management, LLC | 270 | $16.0K | 0.02% | +270 | New |
| Acadian Asset Management LLC | 260 | $15.0K | 0.00% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 230 | $14.0K | 0.00% | 00.0% | Unchanged |
| Almanack Investment Partners, LLC. | 232 | $14.0K | 0.00% | +232 | New |
| Covestor Ltd | 210 | $13.0K | 0.01% | −2,392−91.9% | Reduced |
| Missouri Trust & Investment Co | 226 | $13.0K | 0.01% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 215 | $13.0K | 0.00% | +59+37.8% | Added |
| Sutton Wealth Advisors Inc. | 216 | $12.8K | 0.01% | +38+21.3% | Added |
| Column Capital Advisors, LLC | 200 | $12.0K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 205 | $12.0K | 0.00% | 00.0% | Unchanged |
| Accel Wealth Management | 196 | $12.0K | 0.01% | +1+0.5% | Added |
| Sandy Spring Bank | 200 | $12.0K | 0.00% | +200 | New |
| Dark Forest Capital Management LP | 197 | $12.0K | 0.00% | +197 | New |
| Bartlett & Co. Wealth Management LLC | 189 | $11.2K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 189 | $11.0K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 180 | $11.0K | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 176 | $11.0K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 161 | $10.0K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 174 | $10.0K | 0.00% | 00.0% | Unchanged |
| Country Trust Bank | 147 | $9.00K | 0.00% | 00.0% | Unchanged |
| Coastal Capital Group, Inc. | 159 | $9.00K | 0.00% | +1+0.6% | Added |