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 |
|---|---|---|---|---|---|
| Chicago Partners Investment Group LLC | 6,754 | $418.6K | 0.03% | +14+0.2% | Added |
| Balentine LLC | 6,693 | $421.2K | 0.01% | −603−8.3% | Reduced |
| Fifth Third Bancorp | 6,798 | $427.8K | 0.00% | +1,698+33.3% | Added |
| Country Club Bank | 6,808 | $428.4K | 0.04% | −878−11.4% | Reduced |
| Raymond James Trust N.A. | 6,976 | $439.0K | 0.01% | −20.0% | Reduced |
| Jump Financial, LLC | 7,044 | $443.3K | 0.02% | −5,073−41.9% | Reduced |
| Atria Wealth Solutions, Inc. | 7,069 | $444.8K | 0.01% | −2,713−27.7% | Reduced |
| Federated Hermes, Inc. | 7,102 | $446.9K | 0.00% | −12,288−63.4% | Reduced |
| Capula Management Ltd | 7,120 | $448.1K | 0.05% | −640−8.2% | Reduced |
| Jeppson Wealth Management, LLC | 7,137 | $449.1K | 0.19% | −358−4.8% | Reduced |
| Change Path, LLC | 7,189 | $452.0K | 0.02% | +8+0.1% | Added |
| Northwestern Mutual Investment Management Company, LLC | 7,194 | $452.7K | 0.01% | −1,331−15.6% | Reduced |
| Trust Co | 7,217 | $454.0K | 0.07% | 00.0% | Unchanged |
| Garner Asset Management Corp | 7,245 | $456.0K | 0.22% | −328−4.3% | Reduced |
| XTX Topco Ltd | 7,704 | $484.8K | 0.10% | +7,704 | New |
| Naples Global Advisors, LLC | 7,739 | $487.0K | 0.06% | −200−2.5% | Reduced |
| Proequities, Inc. | 7,755 | $488.0K | 0.04% | +270+3.6% | Added |
| Wade G W & Inc | 7,875 | $496.0K | 0.02% | −584−6.9% | Reduced |
| Nicolet Bankshares Inc | 8,000 | $503.4K | 0.17% | 00.0% | Unchanged |
| KCM Investment Advisors LLC | 8,002 | $504.0K | 0.02% | −133−1.6% | Reduced |
| Smith, Moore & Co. | 8,183 | $515.0K | 0.07% | −687−7.7% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 8,225 | $518.0K | 0.04% | 00.0% | Unchanged |
| Cypress Capital Group | 8,259 | $519.7K | 0.08% | +3,175+62.5% | Added |
| Lazard Asset Management LLC | 8,305 | $521.0K | 0.00% | +4,330+108.9% | Added |
| Krane Funds Advisors LLC | 8,388 | $528.0K | 0.02% | +8,388 | New |
| Y-Intercept (Hong Kong) Ltd | 8,449 | $531.7K | 0.08% | +802+10.5% | Added |
| Moors & Cabot, Inc. | 8,571 | $539.4K | 0.04% | −997−10.4% | Reduced |
| JustInvest LLC | 8,599 | $541.1K | 0.02% | −2,377−21.7% | Reduced |
| Brookstone Capital Management | 8,498 | $550.5K | 0.01% | +1,712+25.2% | Added |
| CWM Advisors, LLC | 8,780 | $552.6K | 0.07% | +75+0.9% | Added |
| Aevitas Wealth Management, Inc. | 8,964 | $564.1K | 0.33% | −93−1.0% | Reduced |
| Cerity Partners LLC | 8,982 | $565.7K | 0.00% | +5,575+163.6% | Added |
| Shell Asset Management Co | 8,997 | $566.0K | 0.02% | −826−8.4% | Reduced |
| Fairview Capital Investment Management, LLC | 9,000 | $566.4K | 0.04% | 00.0% | Unchanged |
| Bleakley Financial Group, LLC | 9,010 | $567.0K | 0.02% | +9,010 | New |
| Trust Co of Kansas | 9,019 | $568.0K | 0.37% | +2,628+41.1% | Added |
| Synovus Financial Corp | 9,326 | $586.9K | 0.01% | +325+3.6% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 9,320 | $587.0K | 0.03% | +220+2.4% | Added |
| Exchange Traded Concepts, LLC | 9,372 | $589.7K | 0.02% | −1,479−13.6% | Reduced |
| Lion Street Advisors, LLC | 9,326 | $594.5K | 0.31% | −1,271−12.0% | Reduced |
| Banque Pictet & Cie SA | 9,689 | $609.7K | 0.01% | −293−2.9% | Reduced |
| Alps Advisors Inc | 9,843 | $619.4K | 0.01% | −2,157−18.0% | Reduced |
| Nordea Investment Management AB | 9,803 | $621.3K | 0.00% | 00.0% | Unchanged |
| Amica Retiree Medical Trust | 10,007 | $630.0K | 0.81% | +4,088+69.1% | Added |
| AIA Group Ltd | 10,119 | $636.8K | 0.04% | +6,487+178.6% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 10,529 | $663.0K | 0.00% | +4,994+90.2% | Added |
| KBC Group NV | 10,650 | $670.0K | 0.00% | 00.0% | Unchanged |
| Mattern Wealth Management LLC | 10,658 | $670.7K | 0.27% | +10+0.1% | Added |
| Larson Financial Group LLC | 10,718 | $674.5K | 0.08% | −12,453−53.7% | Reduced |
| Orion Portfolio Solutions, LLC | 10,728 | $675.1K | 0.02% | +2,682+33.3% | Added |
| Blair William & Co | 10,945 | $688.7K | 0.00% | −1,415−11.4% | Reduced |
| New Mexico Educational Retirement Board | 10,950 | $689.0K | 0.04% | −800−6.8% | Reduced |
| Profund Advisors LLC | 11,014 | $693.1K | 0.04% | −445−3.9% | Reduced |
| Crossmark Global Holdings, Inc. | 11,136 | $700.0K | 0.02% | −473−4.1% | Reduced |
| Steward Partners Investment Advisory, LLC | 11,341 | $713.7K | 0.01% | +818+7.8% | Added |
| Norinchukin Bank, The | 11,347 | $714.1K | 0.02% | −810−6.7% | Reduced |
| Bridgefront Capital, LLC | 11,394 | $717.0K | 0.50% | +11,394 | New |
| Bayesian Capital Management, LP | 11,761 | $740.1K | 0.11% | +11,761 | New |
| Janney Montgomery Scott LLC | 11,791 | $742.0K | 0.00% | +704+6.3% | Added |
| Sherbrooke Park Advisers LLC | 11,800 | $742.6K | 0.54% | +11,800 | New |
| Man Group plc | 11,858 | $746.2K | 0.00% | +1,665+16.3% | Added |
| Dynamic Technology Lab Private Ltd | 12,239 | $770.0K | 0.08% | +5,961+95.0% | Added |
| Toews Corp | 12,400 | $780.3K | 0.39% | −4,600−27.1% | Reduced |
| Dynamic Advisor Solutions LLC | 12,531 | $788.6K | 0.05% | +737+6.2% | Added |
| Assetmark, Inc | 12,730 | $801.1K | 0.00% | +5,227+69.7% | Added |
| Keybank National Association | 12,775 | $803.9K | 0.00% | −342−2.6% | Reduced |
| Sawtooth Solutions, LLC | 12,784 | $804.5K | 0.11% | −1,696−11.7% | Reduced |
| Metropolitan Life Insurance Co | 13,275 | $835.4K | 0.04% | −387−2.8% | Reduced |
| Moody National Bank Trust Division | 13,628 | $857.0K | 0.07% | −34−0.2% | Reduced |
| J.W. Cole Advisors, Inc. | 13,960 | $878.6K | 0.07% | +228+1.7% | Added |
| Prospera Financial Services Inc | 13,975 | $879.5K | 0.04% | +643+4.8% | Added |
| SG Americas Securities, LLC | 14,129 | $889.0K | 0.01% | −19,782−58.3% | Reduced |
| FineMark National Bank & Trust | 14,205 | $893.9K | 0.04% | −38,682−73.1% | Reduced |
| Cetera Advisor Networks LLC | 14,476 | $911.0K | 0.01% | +3,823+35.9% | Added |
| Inceptionr LLC | 14,666 | $922.9K | 0.49% | +14,666 | New |
| Louisiana State Employees Retirement System | 14,800 | $931.0K | 0.03% | +100+0.7% | Added |
| Carnegie Capital Asset Management, LLC | 14,796 | $931.2K | 0.04% | −1,522−9.3% | Reduced |
| Rafferty Asset Management, LLC | 14,970 | $942.1K | 0.01% | +6,436+75.4% | Added |
| Cetera Investment Advisers | 15,269 | $960.9K | 0.01% | +11,604+316.6% | Added |
| Edmonds Duncan Registered Investment Advisors, LLC | 15,498 | $975.3K | 0.32% | +30.0% | Added |
| Hancock Whitney Corp | 15,801 | $994.0K | 0.04% | −1,606−9.2% | Reduced |
| Pathway Financial Advisers, LLC | 15,799 | $994.4K | 0.40% | +15,799 | New |
| SeaCrest Wealth Management, LLC | 15,854 | $997.7K | 0.14% | −40.0% | Reduced |
| Financial Partners Group, Inc | 16,307 | $1.00M | 0.22% | −1,080−6.2% | Reduced |
| Albion Financial Group | 16,070 | $1.01M | 0.10% | −200−1.2% | Reduced |
| Schonfeld Strategic Advisors LLC | 16,302 | $1.03M | 0.01% | +10,447+178.4% | Added |
| Hartford Investment Management Co | 16,637 | $1.05M | 0.03% | −5,167−23.7% | Reduced |
| Kestra Advisory Services, LLC | 16,650 | $1.05M | 0.01% | +3,997+31.6% | Added |
| Investment Management Corp of Ontario | 16,925 | $1.07M | 0.05% | +16,925 | New |
| CoreFirst Bank & Trust | 17,157 | $1.08M | 0.82% | −146−0.8% | Reduced |
| Point72 Middle East FZE | 17,345 | $1.09M | 0.08% | +17,345 | New |
| Maryland State Retirement & Pension System | 17,360 | $1.09M | 0.03% | 00.0% | Unchanged |
| Kentucky Retirement Systems | 18,045 | $1.14M | 0.04% | +78+0.4% | Added |
| Advisors Asset Management, Inc. | 18,091 | $1.14M | 0.02% | +4,925+37.4% | Added |
| Engineers Gate Manager LP | 18,249 | $1.15M | 0.07% | +7,042+62.8% | Added |
| Virginia Retirement Systems Et Al | 18,600 | $1.17M | 0.01% | 00.0% | Unchanged |
| Securian Asset Management, Inc | 18,770 | $1.18M | 0.03% | +270+1.5% | Added |
| Baird Financial Group, Inc. | 19,246 | $1.21M | 0.00% | +569+3.0% | Added |
| The PNC Financial Services Group, Inc. | 19,264 | $1.21M | 0.00% | +4,482+30.3% | Added |
| Adamsbrown Wealth Consultants LLC | 19,490 | $1.23M | 0.74% | −41−0.2% | Reduced |