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 |
|---|---|---|---|---|---|
| JFS Wealth Advisors, LLC | 139 | $8.00K | 0.00% | −28−16.8% | Reduced |
| Beacon Capital Management, LLC | 116 | $8.00K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 129 | $8.00K | 0.00% | +14+12.2% | Added |
| EverSource Wealth Advisors, LLC | 139 | $8.00K | 0.00% | +97+231.0% | Added |
| Northwest Investment Counselors, LLC | 119 | $7.00K | 0.00% | 00.0% | Unchanged |
| FourThought Financial, LLC | 119 | $7.00K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 113 | $7.00K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 113 | $7.00K | 0.00% | 00.0% | Unchanged |
| Trustcore Financial Services, LLC | 115 | $7.00K | 0.00% | +115 | New |
| Caldwell Trust Co | 113 | $6.71K | 0.00% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 100 | $6.00K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 97 | $6.00K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 103 | $6.00K | 0.00% | +31+43.1% | Added |
| Prestige Wealth Management Group LLC | 78 | $5.00K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 71 | $4.22K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 73 | $4.00K | 0.00% | 00.0% | Unchanged |
| Professional Financial Advisors, LLC | 68 | $4.00K | 0.00% | 00.0% | Unchanged |
| Corsicana & Co. | 59 | $4.00K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 65 | $4.00K | 0.00% | +8+14.0% | Added |
| TD Ameritrade Investment Management, LLC | 45 | $3.00K | 0.00% | −36−44.4% | Reduced |
| Alaska Permanent Fund Corp | 49 | $3.00K | 0.00% | −13−21.0% | Reduced |
| JJJ Advisors Inc. | 56 | $3.00K | 0.00% | 00.0% | Unchanged |
| PFG Private Wealth Management, LLC | 56 | $3.00K | 0.00% | 00.0% | Unchanged |
| Hartford Financial Management Inc. | 44 | $3.00K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 53 | $3.00K | 0.00% | +22+71.0% | Added |
| Schubert & Co | 50 | $3.00K | 0.00% | +15+42.9% | Added |
| Community Bank, N.A. | 43 | $3.00K | 0.00% | +43 | New |
| Ten Capital Wealth Advisors, LLC | 53 | $3.00K | 0.00% | +53 | New |
| Loomis Sayles & Co L P | 27 | $2.00K | 0.00% | −37−57.8% | Reduced |
| Bellwether Advisors, LLC | 46 | $2.00K | 0.00% | −2−4.2% | Reduced |
| Hallmark Capital Management Inc | 38 | $2.00K | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 21 | $2.00K | 0.00% | −1−4.5% | Reduced |
| Disciplined Investments, LLC | 33 | $2.00K | 0.00% | +2+6.5% | Added |
| Karlinski Andrew C | 34 | $2.00K | 0.00% | +1+3.0% | Added |
| Duncker Streett & Co Inc | 31 | $2.00K | 0.00% | +31 | New |
| Abound Wealth Management | 18 | $1.07K | 0.00% | +18 | New |
| BerganKDV Wealth Management, LLC | 16 | $1.00K | 0.00% | −15−48.4% | Reduced |
| CNB Bank | 15 | $1.00K | 0.00% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 12 | $1.00K | 0.00% | 00.0% | Unchanged |
| Howe & Rusling Inc | 14 | $1.00K | 0.00% | +14 | New |
| Stonebridge Capital Advisors LLC | 12 | $1.00K | 0.00% | +12 | New |
| Delos Wealth Advisors, LLC | 11 | $1.00K | 0.00% | +11 | New |
| SJS Investment Consulting Inc. | 10 | $1.00K | 0.00% | +10 | New |
| Siena Capital LLC | 8 | $0 | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 4 | $0 | 0.00% | +1+33.3% | Added |
| Manchester Capital Management LLC | 7 | $0 | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 7 | $0 | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 8 | $0 | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Management, LLC | 7 | $0 | 0.00% | +7 | New |
| CFS Investment Advisory Services, LLC | 10,395 | $0 | 0.00% | +10,395 | New |
| 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 |