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 |
|---|---|---|---|---|---|
| Thrivent Financial for Lutherans | 322,841 | $20.3M | 0.05% | −766−0.2% | Reduced |
| Wedge Capital Management L L P | 329,203 | $20.7M | 0.33% | +53,365+19.3% | Added |
| RNC Capital Management LLC | 334,187 | $21.0M | 1.18% | −8,998−2.6% | Reduced |
| Prudential Financial Inc | 336,898 | $21.2M | 0.04% | +128,012+61.3% | Added |
| National Bank of Canada | 340,672 | $21.4M | 0.06% | +323,839+1,923.8% | Added |
| Vaughan Nelson Investment Management, L.P. | 348,543 | $21.9M | 0.28% | −302,261−46.4% | Reduced |
| Ensign Peak Advisors, Inc | 354,226 | $22.3M | 0.05% | +102,890+40.9% | Added |
| Alliancebernstein L.P. | 359,549 | $22.6M | 0.01% | −33,422−8.5% | Reduced |
| HSBC Holdings PLC | 364,922 | $22.9M | 0.03% | +176,966+94.2% | Added |
| California State Teachers Retirement System | 364,843 | $23.0M | 0.04% | +3,894+1.1% | Added |
| National Pension Service | 368,096 | $23.2M | 0.05% | +8,719+2.4% | Added |
| Rhumbline Advisers | 385,657 | $24.3M | 0.03% | +10,723+2.9% | Added |
| Energy Income Partners, LLC | 389,012 | $24.5M | 0.55% | +389,012 | New |
| CWM, LLC | 389,956 | $24.5M | 0.18% | +25,479+7.0% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 392,741 | $24.7M | 0.21% | +49,390+14.4% | Added |
| Canada Pension Plan Investment Board | 392,956 | $24.7M | 0.04% | +40,595+11.5% | Added |
| BNP Paribas Arbitrage, SA | 396,548 | $25.0M | 0.06% | +273,996+223.6% | Added |
| Barclays PLC | 405,008 | $25.5M | 0.02% | +153,287+60.9% | Added |
| Neuberger Berman Group LLC | 406,308 | $25.6M | 0.03% | −10,972−2.6% | Reduced |
| TD Asset Management Inc | 408,816 | $25.7M | 0.03% | +10,148+2.5% | Added |
| Eagle Asset Management Inc | 431,779 | $27.2M | 0.17% | +238,058+122.9% | Added |
| Jupiter Asset Management Ltd | 448,525 | $28.2M | 0.41% | +388,645+649.0% | Added |
| Wellington Management Group LLP | 455,147 | $28.6M | 0.01% | −91,013−16.7% | Reduced |
| Adage Capital Partners GP, L.L.C. | 458,482 | $28.9M | 0.07% | −75,400−14.1% | Reduced |
| Martingale Asset Management L P | 469,520 | $29.5M | 0.58% | −24,091−4.9% | Reduced |
| Balyasny Asset Management LLC | 471,932 | $29.7M | 0.10% | +471,932 | New |
| HITE Hedge Asset Management LLC | 495,903 | $31.2M | 2.58% | +71,255+16.8% | Added |
| ExodusPoint Capital Management, LP | 519,947 | $32.7M | 0.51% | +478,713+1,161.0% | Added |
| Royal Bank of Canada | 520,211 | $32.7M | 0.01% | +39,847+8.3% | Added |
| Envestnet Asset Management Inc | 529,809 | $33.3M | 0.02% | −5,218−1.0% | Reduced |
| Gamco Investors, Inc. Et Al | 530,371 | $33.4M | 0.36% | −4,243−0.8% | Reduced |
| AQR Capital Management LLC | 538,549 | $33.9M | 0.08% | +189,409+54.3% | Added |
| Old Republic International Corporation | 544,911 | $34.3M | 1.08% | −28,506−5.0% | Reduced |
| Amundi | 553,283 | $35.6M | 0.02% | −152,799−21.6% | Reduced |
| Vaughan David Investments LLC | 567,471 | $35.7M | 1.06% | +14,604+2.6% | Added |
| Zacks Investment Management | 596,234 | $37.5M | 0.52% | +6,546+1.1% | Added |
| Captrust Financial Advisors | 645,593 | $40.6M | 0.20% | +204,579+46.4% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 668,739 | $42.1M | 0.03% | −4,982−0.7% | Reduced |
| Renaissance Technologies LLC | 683,966 | $43.0M | 0.06% | +683,966 | New |
| Gibson Wealth Advisors LLC | 718,200 | $43.1M | 0.83% | +706,800+6,200.0% | Added |
| LSV Asset Management | 746,381 | $47.0M | 0.10% | −95,919−11.4% | Reduced |
| Personal Capital Advisors Corp | 833,829 | $52.5M | 0.25% | +25,670+3.2% | Added |
| UBS Asset Management Americas Inc | 836,489 | $52.6M | 0.03% | +11,929+1.4% | Added |
| 1832 Asset Management L.P. | 843,642 | $53.1M | 0.11% | +9,655+1.2% | Added |
| Nuveen Asset Management, LLC | 864,711 | $54.4M | 0.02% | −4,046−0.5% | Reduced |
| Dimensional Fund Advisors LP | 897,479 | $56.5M | 0.02% | +6,489+0.7% | Added |
| Allianz Asset Management GmbH | 929,528 | $58.5M | 0.13% | −13,896−1.5% | Reduced |
| Swiss National Bank | 932,826 | $58.7M | 0.04% | −61,704−6.2% | Reduced |
| APG Asset Management N.V. | 957,118 | $60.2M | 0.11% | +4,499+0.5% | Added |
| Goldman Sachs Group Inc | 990,053 | $62.3M | 0.02% | +521,141+111.1% | Added |
| Duff & Phelps Investment Management Co | 1,073,456 | $67.6M | 0.82% | −939,581−46.7% | Reduced |
| Bank of America Corp | 1,121,058 | $70.5M | 0.01% | +325,262+40.9% | Added |
| American Century Companies Inc | 1,130,080 | $71.1M | 0.06% | +648,994+134.9% | Added |
| Scout Investments, Inc. | 1,168,027 | $73.5M | 1.50% | −105,446−8.3% | Reduced |
| Thompson Siegel & Walmsley LLC | 1,179,790 | $74.2M | 1.20% | +124,636+11.8% | Added |
| Manning & Napier Group, LLC | 1,205,562 | $75.9M | 0.93% | +5,188+0.4% | Added |
| Citadel Advisors LLC | 1,252,348 | $78.8M | 0.09% | +1,189,815+1,902.7% | Added |
| Charles Schwab Investment Management Inc | 1,343,352 | $84.5M | 0.03% | +32,752+2.5% | Added |
| Gabelli Funds LLC | 1,512,700 | $95.2M | 0.74% | −6,500−0.4% | Reduced |
| California Public Employees Retirement System | 1,521,549 | $95.8M | 0.08% | −80,454−5.0% | Reduced |
| Victory Capital Management Inc | 1,551,763 | $97.7M | 0.11% | −87,102−5.3% | Reduced |
| Epoch Investment Partners, Inc. | 1,655,930 | $104.2M | 0.62% | −36,349−2.1% | Reduced |
| First Trust Advisors LP | 1,670,560 | $105.1M | 0.13% | +90,886+5.8% | Added |
| Ameriprise Financial Inc | 1,695,934 | $106.7M | 0.04% | +247,284+17.1% | Added |
| Morgan Stanley | 1,745,114 | $109.8M | 0.01% | +313,878+21.9% | Added |
| Deutsche Bank AG | 1,793,975 | $112.9M | 0.06% | +1,418,528+377.8% | Added |
| Massachusetts Financial Services Co | 1,800,967 | $113.3M | 0.04% | −68,496−3.7% | Reduced |
| Cohen & Steers, Inc. | 1,970,958 | $124.0M | 0.27% | −606,003−23.5% | Reduced |
| JPMorgan Chase & Co | 1,978,615 | $124.5M | 0.02% | −839,815−29.8% | Reduced |
| Zimmer Partners, LP | 2,138,900 | $134.6M | 2.71% | +100,481+4.9% | Added |
| Bank of New York Mellon Corp | 2,207,786 | $138.9M | 0.03% | −211,136−8.7% | Reduced |
| Legal & General Group Plc | 2,287,798 | $144.0M | 0.06% | −77,991−3.3% | Reduced |
| Pictet Asset Management SA | 2,293,417 | $144.3M | 0.21% | −1,351,082−37.1% | Reduced |
| Bluescape Energy Partners LLC | 2,657,473 | $167.2M | 39.15% | 00.0% | Unchanged |
| Northern Trust Corp | 2,904,907 | $182.8M | 0.04% | +458,782+18.8% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 3,126,921 | $196.8M | 0.51% | −312,792−9.1% | Reduced |
| Millennium Management LLC | 3,150,082 | $198.2M | 0.22% | +2,859,476+984.0% | Added |
| Magellan Asset Management Ltd | 3,735,611 | $235.1M | 2.01% | +494,246+15.2% | Added |
| Geode Capital Management, LLC | 4,968,978 | $312.2M | 0.04% | +271,913+5.8% | Added |
| Franklin Resources Inc | 5,034,404 | $316.8M | 0.16% | +541,432+12.1% | Added |
| Invesco Ltd. | 5,176,040 | $325.7M | 0.10% | +215,235+4.3% | Added |
| FMR LLC | 5,579,674 | $351.1M | 0.03% | −1,393,036−20.0% | Reduced |
| Capital International Investors | 7,112,497 | $447.6M | 0.12% | −13,437,906−65.4% | Reduced |
| State Street Corp | 14,250,821 | $896.8M | 0.05% | −394,365−2.7% | Reduced |
| BlackRock Inc. | 18,736,814 | $1.18B | 0.04% | +1,694,935+9.9% | Added |
| Vanguard Group Inc | 29,243,403 | $1.84B | 0.05% | +160,478+0.6% | Added |
| Hallmark Capital Management Inc | 0 | $0 | 0.00% | −38−100.0% | Sold out |
| Jennison Associates LLC | 0 | $0 | 0.00% | −1,056,593−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −171,049−100.0% | Sold out |
| Cypress Capital Management LLC | 0 | $0 | 0.00% | −148,300−100.0% | Sold out |
| Clear Sky Advisers, LLC | 0 | $0 | 0.00% | −112,000−100.0% | Sold out |
| Navellier & Associates Inc | 0 | $0 | 0.00% | −58,095−100.0% | Sold out |
| Natixis | 0 | $0 | 0.00% | −53,547−100.0% | Sold out |
| Integrated Advisors Network LLC | 0 | $0 | 0.00% | −53,290−100.0% | Sold out |
| Boothbay Fund Management, LLC | 0 | $0 | 0.00% | −49,620−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −38,329−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −26,695−100.0% | Sold out |
| Teza Capital Management LLC | 0 | $0 | 0.00% | −23,463−100.0% | Sold out |
| UBS Oconnor LLC | 0 | $0 | 0.00% | −21,698−100.0% | Sold out |
| Ergoteles LLC | 0 | $0 | 0.00% | −19,652−100.0% | Sold out |