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.
| 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, Q4 2022
Shares, value and share of portfolio for each institution holding Evergy, Inc.; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Farmers & Merchants Investments Inc | 383 | $24.1K | 0.00% | −300−43.9% | Reduced |
| Dividend Assets Capital, LLC | 436 | $27.0K | 0.01% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 430 | $27.1K | 0.00% | +269+167.1% | Added |
| Baystate Wealth Management LLC | 442 | $28.0K | 0.00% | +3+0.7% | Added |
| Advanced Asset Management Advisors Inc | 448 | $28.2K | 0.01% | +448 | New |
| Cutler Group LP | 473 | $29.0K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 464 | $29.0K | 0.00% | +31+7.2% | Added |
| Carolina Wealth Advisors, LLC | 478 | $30.0K | 0.02% | 00.0% | Unchanged |
| Spire Wealth Management | 474 | $30.0K | 0.00% | +7+1.5% | Added |
| Motco | 499 | $31.4K | 0.00% | −200−28.6% | Reduced |
| PSI Advisors, LLC | 500 | $31.5K | 0.02% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 510 | $32.0K | 0.00% | +483+1,788.9% | Added |
| Financial Avengers, Inc. | 513 | $32.3K | 0.03% | +5+1.0% | Added |
| Truvestments Capital LLC | 519 | $32.6K | 0.02% | +41+8.6% | Added |
| Armstrong Advisory Group, Inc | 522 | $32.8K | 0.00% | +522 | New |
| Mechanics Financial Corp | 520 | $33.0K | 0.02% | −100−16.1% | Reduced |
| Independence Bank of Kentucky | 556 | $35.0K | 0.02% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 550 | $35.0K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 598 | $35.5K | 0.02% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 571 | $35.9K | 0.00% | −4−0.7% | Reduced |
| Colonial Trust Advisors | 599 | $37.7K | 0.00% | +599 | New |
| DT Investment Partners, LLC | 600 | $37.8K | 0.00% | 00.0% | Unchanged |
| Zullo Investment Group, Inc. | 600 | $37.8K | 0.02% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 607 | $38.2K | 0.00% | +32+5.6% | Added |
| M&R Capital Management Inc | 610 | $38.4K | 0.01% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 632 | $39.8K | 0.00% | +632 | New |
| Group One Trading, L.P. | 641 | $40.3K | 0.00% | +641 | New |
| Washington Trust Co | 647 | $40.7K | 0.00% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 655 | $41.2K | 0.00% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 660 | $42.0K | 0.05% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 691 | $43.5K | 0.01% | +174+33.7% | Added |
| Leonteq Securities AG | 695 | $43.7K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 696 | $43.8K | 0.00% | −14−2.0% | Reduced |
| Gradient Investments LLC | 705 | $44.4K | 0.00% | +76+12.1% | Added |
| Whittier Trust Co | 781 | $49.1K | 0.00% | 00.0% | Unchanged |
| Altshuler Shaham Ltd | 782 | $49.2K | 0.00% | −39−4.8% | Reduced |
| Heritage Wealth Advisors | 800 | $50.3K | 0.00% | 00.0% | Unchanged |
| City Holding Co | 808 | $50.8K | 0.01% | 00.0% | Unchanged |
| City State Bank | 808 | $51.0K | 0.03% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 868 | $54.6K | 0.02% | −722−45.4% | Reduced |
| Rocky Mountain Advisers, LLC | 886 | $56.0K | 0.03% | −199−18.3% | Reduced |
| Harbour Investments, Inc. | 908 | $57.2K | 0.00% | +437+92.8% | Added |
| Smithfield Trust Co | 924 | $58.0K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 988 | $58.5K | 0.02% | +988 | New |
| First Horizon Advisors, Inc. | 998 | $62.8K | 0.00% | −101−9.2% | Reduced |
| First Financial Corp | 1,000 | $62.9K | 0.04% | 00.0% | Unchanged |
| Montag A & Associates Inc | 1,000 | $62.9K | 0.00% | 00.0% | Unchanged |
| Ruedi Wealth Management, Inc. | 1,000 | $62.9K | 0.04% | +1,000 | New |
| Glass Jacobson Investment Advisors llc | 1,010 | $63.6K | 0.03% | +1,010 | New |
| Tucker Asset Management LLC | 1,003 | $63.7K | 0.02% | +247+32.7% | Added |
| HM Payson & Co | 1,025 | $64.5K | 0.00% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 1,110 | $69.0K | 0.10% | +40+3.7% | Added |
| Huntington National Bank | 1,138 | $71.6K | 0.00% | +512+81.8% | Added |
| Westside Investment Management, Inc. | 1,174 | $73.0K | 0.00% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 1,193 | $75.1K | 0.00% | +1,193 | New |
| American State Bank (Iowa) | 1,196 | $75.3K | 0.06% | 00.0% | Unchanged |
| Sargent Bickham Lagudis LLC | 1,199 | $75.5K | 0.01% | 00.0% | Unchanged |
| Bessemer Group Inc | 1,319 | $83.0K | 0.00% | −380−22.4% | Reduced |
| Rosenberg Matthew Hamilton | 1,332 | $83.8K | 0.03% | −5−0.4% | Reduced |
| Delta Asset Management LLC | 1,332 | $83.8K | 0.01% | +1,332 | New |
| Alpha Paradigm Partners, LLC | 1,348 | $85.0K | 0.04% | +1,348 | New |
| Pinnacle Bancorp, Inc. | 1,366 | $86.0K | 0.03% | 00.0% | Unchanged |
| Virtus Investment Advisers, Inc. | 1,443 | $90.8K | 0.06% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 1,475 | $92.8K | 0.01% | −157−9.6% | Reduced |
| South State Corp. | 1,500 | $94.4K | 0.01% | 00.0% | Unchanged |
| Sentry Investment Management LLC | 1,530 | $96.0K | 0.04% | 00.0% | Unchanged |
| Centennial Bank | 1,554 | $97.8K | 0.06% | +1,554 | New |
| Ronald Blue Trust, Inc. | 1,706 | $101.0K | 0.00% | +691+68.1% | Added |
| Seeyond | 1,671 | $105.2K | 0.01% | −103−5.8% | Reduced |
| First Command Bank | 1,715 | $108.0K | 0.01% | 00.0% | Unchanged |
| First Command Financial Services, Inc. | 1,715 | $108.0K | 0.01% | 00.0% | Unchanged |
| Allworth Financial LP | 1,757 | $110.6K | 0.00% | −109−5.8% | Reduced |
| Jones Financial Companies LLLP | 1,759 | $111.0K | 0.00% | −10−0.6% | Reduced |
| Johnson Midwest Financial, LLC | 1,867 | $117.0K | 0.43% | 00.0% | Unchanged |
| DuPont Capital Management Corp | 1,882 | $118.4K | 0.01% | −4,733−71.5% | Reduced |
| Trust Co of Vermont | 2,000 | $125.9K | 0.01% | 00.0% | Unchanged |
| ICA Group Wealth Management, LLC | 2,000 | $125.9K | 0.03% | +2,000 | New |
| Global Retirement Partners, LLC | 2,003 | $126.1K | 0.01% | +317+18.8% | Added |
| Kelly Financial Services LLC | 2,054 | $129.3K | 0.07% | 00.0% | Unchanged |
| Money Concepts Capital Corp | 2,217 | $139.5K | 0.01% | +2,217 | New |
| Signaturefd, LLC | 2,324 | $146.2K | 0.00% | +798+52.3% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 2,400 | $151.0K | 0.00% | +2,400 | New |
| Tompkins Financial Corp | 2,484 | $156.0K | 0.02% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 2,535 | $159.5K | 0.02% | +1,221+92.9% | Added |
| Accurate Wealth Management, LLC | 2,537 | $162.8K | 0.06% | +2,537 | New |
| SRS Capital Advisors, Inc. | 2,690 | $169.3K | 0.02% | +26+1.0% | Added |
| Ameritas Investment Partners, Inc. | 2,872 | $172.7K | 0.01% | 00.0% | Unchanged |
| Quent Capital, LLC | 2,798 | $176.1K | 0.03% | +45+1.6% | Added |
| Riggs Asset Managment Co. Inc. | 2,800 | $176.2K | 0.07% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 2,831 | $178.2K | 0.02% | −206−6.8% | Reduced |
| Ci Investments Inc. | 2,965 | $187.0K | 0.00% | −947−24.2% | Reduced |
| Bedel Financial Consulting, Inc. | 3,180 | $200.1K | 0.05% | −160−4.8% | Reduced |
| Wrapmanager Inc | 3,200 | $201.0K | 0.06% | +3,200 | New |
| Compass Financial Advisors LLC | 3,201 | $201.4K | 0.27% | +3,201 | New |
| CAPROCK Group, Inc. | 3,218 | $202.5K | 0.02% | −998−23.7% | Reduced |
| Parallel Advisors, LLC | 3,235 | $203.6K | 0.01% | +95+3.0% | Added |
| Rockefeller Capital Management L.P. | 3,267 | $204.0K | 0.00% | +2,235+216.6% | Added |
| Walter & Keenan Financial Consulting Co | 3,250 | $204.5K | 0.08% | +3,250 | New |
| Savant Capital, LLC | 3,678 | $205.4K | 0.01% | +3,678 | New |
| IMA Wealth, Inc. | 3,289 | $207.0K | 0.05% | 00.0% | Unchanged |