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 |
|---|---|---|---|---|---|
| Aviva PLC | 3,304 | $207.9K | 0.00% | +3,304 | New |
| LaFleur & Godfrey LLC | 3,305 | $208.0K | 0.03% | +3,305 | New |
| Transcend Wealth Collective, LLC | 3,310 | $208.3K | 0.02% | +3,310 | New |
| Benjamin F. Edwards & Company, Inc. | 3,324 | $209.0K | 0.01% | +2,049+160.7% | Added |
| PAX Financial Group, LLC | 3,329 | $209.5K | 0.05% | −446−11.8% | Reduced |
| Patton Fund Management, Inc. | 3,330 | $210.0K | 0.06% | +3,330 | New |
| Sunbelt Securities, Inc. | 3,413 | $214.8K | 0.04% | −62−1.8% | Reduced |
| Cornell Pochily Investment Advisors, Inc. | 3,416 | $215.0K | 0.10% | 00.0% | Unchanged |
| Pensionmark Financial Group, LLC | 3,449 | $217.0K | 0.05% | −109−3.1% | Reduced |
| Beacon Pointe Advisors, LLC | 3,464 | $218.0K | 0.00% | +3,464 | New |
| Coldstream Capital Management Inc | 3,503 | $220.4K | 0.01% | +3,503 | New |
| Advisor OS, LLC | 3,585 | $225.6K | 0.06% | +3,585 | New |
| Kavar Capital Partners Group, LLC | 3,603 | $226.7K | 0.05% | +3,603 | New |
| B. Metzler seel. Sohn & Co. AG | 3,644 | $229.3K | 0.00% | 00.0% | Unchanged |
| Westwood Holdings Group Inc. | 3,656 | $230.0K | 0.00% | +3,656 | New |
| Sound View Wealth Advisors Group, LLC | 4,427 | $231.1K | 0.03% | +4,427 | New |
| Meeder Asset Management Inc | 3,714 | $233.7K | 0.02% | −2,142−36.6% | Reduced |
| Sound Income Strategies, LLC | 3,718 | $234.0K | 0.03% | 00.0% | Unchanged |
| First National Advisers, LLC | 3,761 | $237.0K | 0.30% | +3,761 | New |
| Equitable Holdings, Inc. | 3,789 | $238.4K | 0.00% | +3,789 | New |
| Marcum Wealth, LLC | 3,796 | $238.9K | 0.03% | +254+7.2% | Added |
| Mirador Capital Partners LP | 3,827 | $240.8K | 0.06% | −116−2.9% | Reduced |
| Waters Parkerson & Co., LLC | 3,835 | $241.0K | 0.01% | 00.0% | Unchanged |
| Cresset Asset Management, LLC | 3,830 | $241.0K | 0.00% | −312−7.5% | Reduced |
| Aptus Capital Advisors, LLC | 3,833 | $241.2K | 0.01% | +18+0.5% | Added |
| Morningstar Investment Services LLC | 3,896 | $243.0K | 0.00% | +56+1.5% | Added |
| Verity Asset Management, Inc. | 3,872 | $243.7K | 0.21% | +3,872 | New |
| Symmetry Partners, LLC | 3,872 | $244.0K | 0.01% | 00.0% | Unchanged |
| Texas Yale Capital Corp. | 3,892 | $244.9K | 0.01% | 00.0% | Unchanged |
| Mather Group, LLC. | 3,916 | $246.5K | 0.00% | +247+6.7% | Added |
| D.A. Davidson & Co. | 4,046 | $254.6K | 0.00% | −71−1.7% | Reduced |
| United Capital Management of KS, Inc. | 4,085 | $257.1K | 0.11% | +13+0.3% | Added |
| Glassy Mountain Advisors, Inc. | 4,105 | $258.3K | 0.14% | +4,105 | New |
| FORA Capital, LLC | 4,106 | $258.4K | 0.04% | −1,645−28.6% | Reduced |
| Woodward Diversified Capital, LLC | 4,115 | $259.0K | 0.21% | −307−6.9% | Reduced |
| Evoke Wealth, LLC | 4,147 | $261.0K | 0.01% | +19+0.5% | Added |
| ONE Advisory Partners, LLC | 4,153 | $261.3K | 0.17% | 00.0% | Unchanged |
| Capital Asset Advisory Services LLC | 4,003 | $265.6K | 0.02% | −2,181−35.3% | Reduced |
| Sound Stewardship, LLC | 4,226 | $265.9K | 0.20% | +4,226 | New |
| Massmutual Trust Co FSB | 4,247 | $267.0K | 0.01% | +25+0.6% | Added |
| Calton & Associates, Inc. | 4,248 | $267.3K | 0.10% | −7−0.2% | Reduced |
| Checchi Capital Advisers, LLC | 4,270 | $268.7K | 0.03% | +493+13.1% | Added |
| Johnson Investment Counsel Inc | 4,458 | $280.5K | 0.00% | −76−1.7% | Reduced |
| Advisor Partners II, LLC | 4,458 | $280.5K | 0.02% | +384+9.4% | Added |
| Integris Wealth Management, LLC | 4,570 | $287.6K | 0.11% | +4,570 | New |
| Iams Wealth Management, LLC | 4,598 | $289.4K | 0.29% | +4,598 | New |
| Royal Fund Management, LLC | 4,614 | $290.4K | 0.05% | +5+0.1% | Added |
| Great Valley Advisor Group, Inc. | 4,619 | $290.7K | 0.01% | +316+7.3% | Added |
| Central Trust Co | 4,627 | $291.2K | 0.01% | −833−15.3% | Reduced |
| Laurel Wealth Advisors, Inc. | 4,642 | $292.0K | 0.03% | +150+3.3% | Added |
| Total Clarity Wealth Management, Inc. | 4,659 | $293.2K | 0.15% | +4,659 | New |
| Credit Agricole S A | 4,695 | $295.5K | 0.01% | +1,700+56.8% | Added |
| Black Diamond Financial, LLC | 4,729 | $297.6K | 0.11% | 00.0% | Unchanged |
| Metis Global Partners, LLC | 4,760 | $299.5K | 0.03% | +1,350+39.6% | Added |
| Capstone Investment Advisors, LLC | 4,769 | $300.1K | 0.01% | +1,510+46.3% | Added |
| MainStreet Investment Advisors LLC | 4,809 | $302.6K | 0.03% | +69+1.5% | Added |
| Avantax Advisory Services, Inc. | 4,811 | $302.7K | 0.00% | −957−16.6% | Reduced |
| Tocqueville Asset Management L.P. | 4,900 | $308.4K | 0.01% | 00.0% | Unchanged |
| Tokio Marine Asset Management Co Ltd | 4,925 | $309.9K | 0.02% | +1,228+33.2% | Added |
| William Allan, LLC | 4,935 | $310.6K | 0.26% | 00.0% | Unchanged |
| TownSquare Capital, LLC | 4,946 | $311.3K | 0.01% | +749+17.8% | Added |
| Dakota Wealth Management | 4,953 | $311.7K | 0.02% | −6,082−55.1% | Reduced |
| Resources Investment Advisors, LLC. | 5,024 | $316.2K | 0.01% | −14−0.3% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 5,035 | $316.9K | 0.00% | +3+0.1% | Added |
| GoalVest Advisory LLC | 5,093 | $320.5K | 0.21% | 00.0% | Unchanged |
| Lido Advisors, LLC | 5,097 | $320.8K | 0.01% | +546+12.0% | Added |
| GWM Advisors LLC | 6,290 | $321.3K | 0.01% | +1,141+22.2% | Added |
| NinePointTwo Capital | 5,140 | $323.0K | 0.13% | +5,140 | New |
| Peapack Gladstone Financial Corp | 5,252 | $330.0K | 0.01% | −451−7.9% | Reduced |
| Raleigh Capital Management Inc. | 5,287 | $332.7K | 0.17% | +168+3.3% | Added |
| Garrett Investment Advisors LLC | 5,310 | $334.2K | 0.06% | +1,019+23.7% | Added |
| Horizon Investment Services, LLC | 5,353 | $336.9K | 0.24% | −132−2.4% | Reduced |
| Credential Qtrade Securities Inc. | 5,362 | $337.4K | 0.02% | −117−2.1% | Reduced |
| D.B. Root & Company, LLC | 5,397 | $339.6K | 0.14% | −356−6.2% | Reduced |
| Rockland Trust Co | 5,412 | $341.0K | 0.02% | −1,209−18.3% | Reduced |
| Vestcor Inc | 5,444 | $343.0K | 0.01% | +38+0.7% | Added |
| Regions Financial Corp | 5,490 | $345.0K | 0.00% | 00.0% | Unchanged |
| Schulhoff & Co Inc | 5,500 | $346.1K | 0.16% | 00.0% | Unchanged |
| Hudock, Inc. | 5,577 | $351.0K | 0.12% | +3,604+182.7% | Added |
| Gilbert & Cook, Inc. | 5,599 | $352.3K | 0.06% | +94+1.7% | Added |
| Advisory Services Network, LLC | 5,693 | $358.3K | 0.01% | +333+6.2% | Added |
| Veritable, L.P. | 5,776 | $363.5K | 0.01% | +644+12.5% | Added |
| Empirical Finance, LLC | 5,842 | $367.6K | 0.04% | +478+8.9% | Added |
| Intrust Bank NA | 5,929 | $373.1K | 0.05% | +646+12.2% | Added |
| Contravisory Investment Management, Inc. | 5,968 | $375.6K | 0.10% | +5+0.1% | Added |
| Coppell Advisory Solutions LLC | 5,986 | $376.7K | 0.13% | +5,986 | New |
| Coppell Advisory Solutions Corp. | 5,986 | $376.7K | 0.13% | +5,986 | New |
| BKD Wealth Advisors, LLC | 5,990 | $377.0K | 0.01% | 00.0% | Unchanged |
| IHT Wealth Management, LLC | 5,993 | $377.1K | 0.02% | −1,582−20.9% | Reduced |
| Arete Wealth Advisors, LLC | 6,033 | $379.7K | 0.03% | +1,139+23.3% | Added |
| Quantbot Technologies LP | 6,046 | $380.5K | 0.03% | +6,046 | New |
| Cetera Advisors LLC | 6,063 | $381.6K | 0.01% | +1,918+46.3% | Added |
| IFP Advisors, Inc | 7,045 | $387.0K | 0.01% | +788+12.6% | Added |
| John G Ullman & Associates Inc | 6,200 | $390.0K | 0.06% | 00.0% | Unchanged |
| Waterfront Wealth Inc. | 6,441 | $397.7K | 0.14% | 00.0% | Unchanged |
| Virtue Capital Management, LLC | 6,435 | $405.0K | 0.06% | +6,435 | New |
| Hennion & Walsh Asset Management, Inc. | 6,441 | $405.0K | 0.03% | −162−2.5% | Reduced |
| Virtus ETF Advisers LLC | 6,491 | $408.5K | 0.21% | −18,490−74.0% | Reduced |
| Park Avenue Securities LLC | 6,551 | $412.0K | 0.01% | +539+9.0% | Added |
| Kornitzer Capital Management Inc | 6,589 | $414.6K | 0.01% | +10+0.2% | Added |