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 |
|---|---|---|---|---|---|
| Schonfeld Strategic Advisors LLC | 16,302 | $1.03M | 0.01% | +10,447+178.4% | Added |
| Albion Financial Group | 16,070 | $1.01M | 0.10% | −200−1.2% | Reduced |
| Financial Partners Group, Inc | 16,307 | $1.00M | 0.22% | −1,080−6.2% | Reduced |
| SeaCrest Wealth Management, LLC | 15,854 | $997.7K | 0.14% | −40.0% | Reduced |
| Pathway Financial Advisers, LLC | 15,799 | $994.4K | 0.40% | +15,799 | New |
| Hancock Whitney Corp | 15,801 | $994.0K | 0.04% | −1,606−9.2% | Reduced |
| Edmonds Duncan Registered Investment Advisors, LLC | 15,498 | $975.3K | 0.32% | +30.0% | Added |
| Cetera Investment Advisers | 15,269 | $960.9K | 0.01% | +11,604+316.6% | Added |
| Rafferty Asset Management, LLC | 14,970 | $942.1K | 0.01% | +6,436+75.4% | Added |
| Carnegie Capital Asset Management, LLC | 14,796 | $931.2K | 0.04% | −1,522−9.3% | Reduced |
| Louisiana State Employees Retirement System | 14,800 | $931.0K | 0.03% | +100+0.7% | Added |
| Inceptionr LLC | 14,666 | $922.9K | 0.49% | +14,666 | New |
| Cetera Advisor Networks LLC | 14,476 | $911.0K | 0.01% | +3,823+35.9% | Added |
| FineMark National Bank & Trust | 14,205 | $893.9K | 0.04% | −38,682−73.1% | Reduced |
| SG Americas Securities, LLC | 14,129 | $889.0K | 0.01% | −19,782−58.3% | Reduced |
| Prospera Financial Services Inc | 13,975 | $879.5K | 0.04% | +643+4.8% | Added |
| J.W. Cole Advisors, Inc. | 13,960 | $878.6K | 0.07% | +228+1.7% | Added |
| Moody National Bank Trust Division | 13,628 | $857.0K | 0.07% | −34−0.2% | Reduced |
| Metropolitan Life Insurance Co | 13,275 | $835.4K | 0.04% | −387−2.8% | Reduced |
| Sawtooth Solutions, LLC | 12,784 | $804.5K | 0.11% | −1,696−11.7% | Reduced |
| Keybank National Association | 12,775 | $803.9K | 0.00% | −342−2.6% | Reduced |
| Assetmark, Inc | 12,730 | $801.1K | 0.00% | +5,227+69.7% | Added |
| Dynamic Advisor Solutions LLC | 12,531 | $788.6K | 0.05% | +737+6.2% | Added |
| Toews Corp | 12,400 | $780.3K | 0.39% | −4,600−27.1% | Reduced |
| Dynamic Technology Lab Private Ltd | 12,239 | $770.0K | 0.08% | +5,961+95.0% | Added |
| Man Group plc | 11,858 | $746.2K | 0.00% | +1,665+16.3% | Added |
| Sherbrooke Park Advisers LLC | 11,800 | $742.6K | 0.54% | +11,800 | New |
| Janney Montgomery Scott LLC | 11,791 | $742.0K | 0.00% | +704+6.3% | Added |
| Bayesian Capital Management, LP | 11,761 | $740.1K | 0.11% | +11,761 | New |
| Bridgefront Capital, LLC | 11,394 | $717.0K | 0.50% | +11,394 | New |
| Norinchukin Bank, The | 11,347 | $714.1K | 0.02% | −810−6.7% | Reduced |
| Steward Partners Investment Advisory, LLC | 11,341 | $713.7K | 0.01% | +818+7.8% | Added |
| Crossmark Global Holdings, Inc. | 11,136 | $700.0K | 0.02% | −473−4.1% | Reduced |
| Profund Advisors LLC | 11,014 | $693.1K | 0.04% | −445−3.9% | Reduced |
| New Mexico Educational Retirement Board | 10,950 | $689.0K | 0.04% | −800−6.8% | Reduced |
| Blair William & Co | 10,945 | $688.7K | 0.00% | −1,415−11.4% | Reduced |
| Orion Portfolio Solutions, LLC | 10,728 | $675.1K | 0.02% | +2,682+33.3% | Added |
| Larson Financial Group LLC | 10,718 | $674.5K | 0.08% | −12,453−53.7% | Reduced |
| Mattern Wealth Management LLC | 10,658 | $670.7K | 0.27% | +10+0.1% | Added |
| KBC Group NV | 10,650 | $670.0K | 0.00% | 00.0% | Unchanged |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 10,529 | $663.0K | 0.00% | +4,994+90.2% | Added |
| AIA Group Ltd | 10,119 | $636.8K | 0.04% | +6,487+178.6% | Added |
| Amica Retiree Medical Trust | 10,007 | $630.0K | 0.81% | +4,088+69.1% | Added |
| Nordea Investment Management AB | 9,803 | $621.3K | 0.00% | 00.0% | Unchanged |
| Alps Advisors Inc | 9,843 | $619.4K | 0.01% | −2,157−18.0% | Reduced |
| Banque Pictet & Cie SA | 9,689 | $609.7K | 0.01% | −293−2.9% | Reduced |
| Lion Street Advisors, LLC | 9,326 | $594.5K | 0.31% | −1,271−12.0% | Reduced |
| Exchange Traded Concepts, LLC | 9,372 | $589.7K | 0.02% | −1,479−13.6% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 9,320 | $587.0K | 0.03% | +220+2.4% | Added |
| Synovus Financial Corp | 9,326 | $586.9K | 0.01% | +325+3.6% | Added |
| Trust Co of Kansas | 9,019 | $568.0K | 0.37% | +2,628+41.1% | Added |
| Bleakley Financial Group, LLC | 9,010 | $567.0K | 0.02% | +9,010 | New |
| Fairview Capital Investment Management, LLC | 9,000 | $566.4K | 0.04% | 00.0% | Unchanged |
| Shell Asset Management Co | 8,997 | $566.0K | 0.02% | −826−8.4% | Reduced |
| Cerity Partners LLC | 8,982 | $565.7K | 0.00% | +5,575+163.6% | Added |
| Aevitas Wealth Management, Inc. | 8,964 | $564.1K | 0.33% | −93−1.0% | Reduced |
| CWM Advisors, LLC | 8,780 | $552.6K | 0.07% | +75+0.9% | Added |
| Brookstone Capital Management | 8,498 | $550.5K | 0.01% | +1,712+25.2% | Added |
| JustInvest LLC | 8,599 | $541.1K | 0.02% | −2,377−21.7% | Reduced |
| Moors & Cabot, Inc. | 8,571 | $539.4K | 0.04% | −997−10.4% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 8,449 | $531.7K | 0.08% | +802+10.5% | Added |
| Krane Funds Advisors LLC | 8,388 | $528.0K | 0.02% | +8,388 | New |
| Lazard Asset Management LLC | 8,305 | $521.0K | 0.00% | +4,330+108.9% | Added |
| Cypress Capital Group | 8,259 | $519.7K | 0.08% | +3,175+62.5% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 8,225 | $518.0K | 0.04% | 00.0% | Unchanged |
| Smith, Moore & Co. | 8,183 | $515.0K | 0.07% | −687−7.7% | Reduced |
| KCM Investment Advisors LLC | 8,002 | $504.0K | 0.02% | −133−1.6% | Reduced |
| Nicolet Bankshares Inc | 8,000 | $503.4K | 0.17% | 00.0% | Unchanged |
| Wade G W & Inc | 7,875 | $496.0K | 0.02% | −584−6.9% | Reduced |
| Proequities, Inc. | 7,755 | $488.0K | 0.04% | +270+3.6% | Added |
| Naples Global Advisors, LLC | 7,739 | $487.0K | 0.06% | −200−2.5% | Reduced |
| XTX Topco Ltd | 7,704 | $484.8K | 0.10% | +7,704 | New |
| Garner Asset Management Corp | 7,245 | $456.0K | 0.22% | −328−4.3% | Reduced |
| Trust Co | 7,217 | $454.0K | 0.07% | 00.0% | Unchanged |
| Northwestern Mutual Investment Management Company, LLC | 7,194 | $452.7K | 0.01% | −1,331−15.6% | Reduced |
| Change Path, LLC | 7,189 | $452.0K | 0.02% | +8+0.1% | Added |
| Jeppson Wealth Management, LLC | 7,137 | $449.1K | 0.19% | −358−4.8% | Reduced |
| Capula Management Ltd | 7,120 | $448.1K | 0.05% | −640−8.2% | Reduced |
| Federated Hermes, Inc. | 7,102 | $446.9K | 0.00% | −12,288−63.4% | Reduced |
| Atria Wealth Solutions, Inc. | 7,069 | $444.8K | 0.01% | −2,713−27.7% | Reduced |
| Jump Financial, LLC | 7,044 | $443.3K | 0.02% | −5,073−41.9% | Reduced |
| Raymond James Trust N.A. | 6,976 | $439.0K | 0.01% | −20.0% | Reduced |
| Country Club Bank | 6,808 | $428.4K | 0.04% | −878−11.4% | Reduced |
| Fifth Third Bancorp | 6,798 | $427.8K | 0.00% | +1,698+33.3% | Added |
| Balentine LLC | 6,693 | $421.2K | 0.01% | −603−8.3% | Reduced |
| Chicago Partners Investment Group LLC | 6,754 | $418.6K | 0.03% | +14+0.2% | Added |
| Kornitzer Capital Management Inc | 6,589 | $414.6K | 0.01% | +10+0.2% | Added |
| Park Avenue Securities LLC | 6,551 | $412.0K | 0.01% | +539+9.0% | Added |
| Virtus ETF Advisers LLC | 6,491 | $408.5K | 0.21% | −18,490−74.0% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 6,441 | $405.0K | 0.03% | −162−2.5% | Reduced |
| Virtue Capital Management, LLC | 6,435 | $405.0K | 0.06% | +6,435 | New |
| Waterfront Wealth Inc. | 6,441 | $397.7K | 0.14% | 00.0% | Unchanged |
| John G Ullman & Associates Inc | 6,200 | $390.0K | 0.06% | 00.0% | Unchanged |
| IFP Advisors, Inc | 7,045 | $387.0K | 0.01% | +788+12.6% | Added |
| Cetera Advisors LLC | 6,063 | $381.6K | 0.01% | +1,918+46.3% | Added |
| Quantbot Technologies LP | 6,046 | $380.5K | 0.03% | +6,046 | New |
| Arete Wealth Advisors, LLC | 6,033 | $379.7K | 0.03% | +1,139+23.3% | Added |
| IHT Wealth Management, LLC | 5,993 | $377.1K | 0.02% | −1,582−20.9% | Reduced |
| BKD Wealth Advisors, LLC | 5,990 | $377.0K | 0.01% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 5,986 | $376.7K | 0.13% | +5,986 | New |