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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, Q4 2022

Institutional positions in Evergy, Inc. as of Dec 31, 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
686
+52 vs. Q3 2022
Shares held
190.3M
−2.21M (−1.1%) vs. Q3 2022
Total value
$12.0B
+$535.4M (+4.7%) vs. Q3 2022
New holders
102
261 more added
Sold out
50
223 more reduced

17 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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.

Institutional holdersQ4 2022: 686 institutions
Q1 2021: 586 institutionsQ2 2021: 581 institutionsQ3 2021: 593 institutionsQ4 2021: 633 institutionsQ1 2022: 641 institutionsQ2 2022: 640 institutionsQ3 2022: 651 institutionsQ4 2022: 686 institutionsQ1 2023: 654 institutionsQ2 2023: 664 institutionsQ3 2023: 663 institutionsQ4 2023: 706 institutionsQ1 2024: 693 institutionsQ2 2024: 702 institutionsQ3 2024: 722 institutionsQ4 2024: 776 institutionsQ1 2025: 821 institutionsQ2 2025: 821 institutionsQ3 2025: 854 institutionsQ4 2025: 925 institutionsQ1 2026: 924 institutionsQ2 2026: 948 institutions
Value heldQ4 2022: $12.0B
Q1 2021: $11.3BQ2 2021: $11.9BQ3 2021: $12.3BQ4 2021: $13.7BQ1 2022: $13.0BQ2 2022: $12.5BQ3 2022: $11.4BQ4 2022: $12.0BQ1 2023: $11.8BQ2 2023: $11.1BQ3 2023: $9.73BQ4 2023: $10.5BQ1 2024: $10.4BQ2 2024: $10.4BQ3 2024: $12.3BQ4 2024: $12.5BQ1 2025: $13.9BQ2 2025: $14.3BQ3 2025: $16.3BQ4 2025: $15.4BQ1 2026: $17.6BQ2 2026: $18.8B
Institutions holding EVRG and their total value by quarter
QuarterHoldersValue
Q2 2026948$18.8B
Q1 2026924$17.6B
Q4 2025925$15.4B
Q3 2025854$16.3B
Q2 2025821$14.3B
Q1 2025821$13.9B
Q4 2024776$12.5B
Q3 2024722$12.3B
Q2 2024702$10.4B
Q1 2024693$10.4B
Q4 2023706$10.5B
Q3 2023663$9.73B
Q2 2023664$11.1B
Q1 2023654$11.8B
Q4 2022686$12.0B
Q3 2022651$11.4B
Q2 2022640$12.5B
Q1 2022641$13.0B
Q4 2021633$13.7B
Q3 2021593$12.3B
Q2 2021581$11.9B
Q1 2021586$11.3B

Institutions, Q4 2022

Shares, value and share of portfolio for each institution holding Evergy, Inc.; share changes are against Q3 2022.

Institutions holding EVRG in Q4 2022
InstitutionSharesValue% of portfolioChange in sharesAction
Asset Dedication, LLC7$00.00%+7New
First Command Advisory Services, Inc.61$00.00%+61New
WestEnd Advisors, LLC5$3150.00%+1+25.0%Added
Comerica Securities,inc.6$3780.00%+6New
True Wealth Design, LLC6$3780.00%+6New
Carolinas Wealth Consulting LLC7$4410.00%00.0%Unchanged
SOA Wealth Advisors, LLC.8$5030.00%00.0%Unchanged
Baker Avenue Asset Management, LP10$6290.00%+10New
Delos Wealth Advisors, LLC11$6920.00%00.0%Unchanged
Stonebridge Capital Advisors LLC12$7550.00%00.0%Unchanged
Ten Capital Wealth Advisors, LLC13$8180.00%−40−75.5%Reduced
Heritage Wealth Management, LLC14$8810.00%+7+100.0%Added
Beacon Capital Management, LLC15$9440.00%−101−87.1%Reduced
CNB Bank15$9440.00%00.0%Unchanged
Alaska Permanent Fund Corp12$1.00K0.00%−37−75.5%Reduced
Park Place Capital Corp22$1.00K0.00%+22New
Abound Wealth Management18$1.13K0.00%00.0%Unchanged
BerganKDV Wealth Management, LLC19$1.20K0.00%+3+18.8%Added
SJS Investment Consulting Inc.19$1.20K0.00%+9+90.0%Added
MV Capital Management, Inc.22$1.38K0.00%−31−58.5%Reduced
Crewe Advisors LLC23$1.45K0.00%−323−93.4%Reduced
My Personal CFO, LLC23$1.45K0.00%+23New
Disciplined Investments, LLC24$1.51K0.00%−9−27.3%Reduced
Affiance Financial, LLC25$1.57K0.00%+25New
Trifecta Capital Advisors, LLC25$1.57K0.00%+25New
Schubert & Co26$1.64K0.00%−24−48.0%Reduced
CVA Family Office, LLC30$1.89K0.00%−400−93.0%Reduced
Duncker Streett & Co Inc31$1.95K0.00%00.0%Unchanged
TD Ameritrade Investment Management, LLC39$2.00K0.00%−6−13.3%Reduced
Transamerica Financial Advisors, Inc.19$2.00K0.00%−2−9.5%Reduced
Retirement Group, LLC34$2.00K0.00%+34New
Raffa Wealth Management, LLC33$2.08K0.00%−299−90.1%Reduced
Hartford Financial Management Inc.44$2.77K0.00%00.0%Unchanged
Red Tortoise LLC46$2.90K0.00%+46New
Steward Financial Group LLC55$3.00K0.00%+55New
Bell Investment Advisors, Inc50$3.15K0.00%−15−23.1%Reduced
Romano Brothers and Company51$3.21K0.00%+51New
Country Trust Bank52$3.27K0.00%−95−64.6%Reduced
PFG Private Wealth Management, LLC56$4.00K0.00%00.0%Unchanged
Hollencrest Capital Management65$4.09K0.00%+65New
JJJ Advisors Inc.65$4.16K0.00%+9+16.1%Added
Federation des caisses Desjardins du Quebec71$4.47K0.00%00.0%Unchanged
JNBA Financial Advisors73$4.59K0.00%00.0%Unchanged
Beaird Harris Wealth Management, LLC84$5.29K0.00%+84New
Bartlett & Co. Wealth Management LLC89$5.60K0.00%−100−52.9%Reduced
Bartlett & Co. LLC89$6.00K0.00%−100−52.9%Reduced
Avion Wealth113$6.00K0.00%00.0%Unchanged
Financial Management Professionals, Inc.97$6.00K0.00%00.0%Unchanged
Sofos Investments, Inc.63$6.19K0.07%−940−93.7%Reduced
Manchester Capital Management LLC99$6.23K0.00%+92+1,314.3%Added
Gables Capital Management Inc.100$6.29K0.00%00.0%Unchanged
McElhenny Sheffield Capital Management, LLC106$6.67K0.00%+106New
Prestige Wealth Management Group LLC109$6.86K0.00%+31+39.7%Added
RFP Financial Group LLC109$6.86K0.00%+109New
TSFG, LLC113$7.00K0.00%00.0%Unchanged
JFS Wealth Advisors, LLC116$7.30K0.00%−23−16.5%Reduced
Northwest Investment Counselors, LLC119$7.49K0.00%00.0%Unchanged
Eagle Bay Advisors LLC121$7.62K0.00%−8−6.2%Reduced
Horizon Bancorp Inc134$8.00K0.00%+134New
Dark Forest Capital Management LP136$8.56K0.00%−61−31.0%Reduced
RWM Asset Management, LLC150$9.44K0.00%−4,324−96.6%Reduced
Coastal Capital Group, Inc.160$9.48K0.00%+1+0.6%Added
Koesten, Hirschmann & Crabtree, INC.151$9.50K0.01%+151New
Glassman Wealth Services152$9.56K0.00%−53−25.9%Reduced
Capital Advisors, Ltd. LLC541$10.0K0.00%+326+151.6%Added
Earnest Partners LLC174$10.9K0.00%00.0%Unchanged
Simplex Trading, LLC177$11.0K0.00%−2,391−93.1%Reduced
Sugarloaf Wealth Management, LLC176$11.1K0.00%00.0%Unchanged
Versant Capital Management, Inc184$11.6K0.00%+4+2.2%Added
Sutton Wealth Advisors Inc.188$11.8K0.00%−28−13.0%Reduced
Accel Wealth Management196$12.4K0.01%00.0%Unchanged
Sandy Spring Bank200$12.6K0.00%00.0%Unchanged
Column Capital Advisors, LLC200$12.6K0.00%00.0%Unchanged
EverSource Wealth Advisors, LLC200$12.6K0.00%+61+43.9%Added
Freedom Wealth Alliance, LLC200$12.6K0.02%+200New
Capital Analysts, LLC202$13.0K0.00%+99+96.1%Added
Missouri Trust & Investment Co226$14.0K0.01%00.0%Unchanged
Covestor Ltd214$14.0K0.01%+4+1.9%Added
Riverview Trust Co215$14.0K0.01%+215New
Evermay Wealth Management LLC230$14.5K0.00%00.0%Unchanged
Farther Finance Advisors, LLC232$14.6K0.01%+232New
Hexagon Capital Partners LLC238$15.0K0.00%−175−42.4%Reduced
Clear Street Markets LLC234$15.0K0.00%−2,606−91.8%Reduced
EWG Elevate Inc.254$16.0K0.01%+254New
Acadian Asset Management LLC260$16.0K0.00%00.0%Unchanged
Compass Wealth Management LLC257$16.2K0.01%+257New
Focused Wealth Management, Inc265$16.7K0.00%+2+0.8%Added
Mark Sheptoff Financial Planning, LLC269$16.9K0.01%00.0%Unchanged
Caldwell Trust Co283$17.8K0.00%+170+150.4%Added
Ellevest, Inc.299$18.8K0.00%00.0%Unchanged
Valley National Advisers Inc299$19.0K0.00%00.0%Unchanged
Cary Street Partner Investment Advisory LLC311$19.6K0.00%+311New
Tortoise Investment Management, LLC312$19.6K0.00%00.0%Unchanged
Achmea Investment Management B.V.331$20.0K0.00%00.0%Unchanged
Lindbrook Capital, LLC318$20.0K0.00%−31−8.9%Reduced
TCI Wealth Advisors, Inc.322$20.3K0.00%+3+0.9%Added
Burleson & Company, LLC330$20.8K0.01%00.0%Unchanged
North Star Investment Management Corp.335$21.1K0.00%+8+2.4%Added
FinTrust Capital Advisors, LLC354$22.3K0.01%00.0%Unchanged
Cambridge Trust Co375$24.0K0.00%−8−2.1%Reduced