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 |
|---|---|---|---|---|---|
| Coppell Advisory Solutions Corp. | 5,986 | $376.7K | 0.13% | +5,986 | New |
| Contravisory Investment Management, Inc. | 5,968 | $375.6K | 0.10% | +5+0.1% | Added |
| Intrust Bank NA | 5,929 | $373.1K | 0.05% | +646+12.2% | Added |
| Empirical Finance, LLC | 5,842 | $367.6K | 0.04% | +478+8.9% | Added |
| Veritable, L.P. | 5,776 | $363.5K | 0.01% | +644+12.5% | Added |
| Advisory Services Network, LLC | 5,693 | $358.3K | 0.01% | +333+6.2% | Added |
| Gilbert & Cook, Inc. | 5,599 | $352.3K | 0.06% | +94+1.7% | Added |
| Hudock, Inc. | 5,577 | $351.0K | 0.12% | +3,604+182.7% | Added |
| Schulhoff & Co Inc | 5,500 | $346.1K | 0.16% | 00.0% | Unchanged |
| Regions Financial Corp | 5,490 | $345.0K | 0.00% | 00.0% | Unchanged |
| Vestcor Inc | 5,444 | $343.0K | 0.01% | +38+0.7% | Added |
| Rockland Trust Co | 5,412 | $341.0K | 0.02% | −1,209−18.3% | Reduced |
| D.B. Root & Company, LLC | 5,397 | $339.6K | 0.14% | −356−6.2% | Reduced |
| Credential Qtrade Securities Inc. | 5,362 | $337.4K | 0.02% | −117−2.1% | Reduced |
| Horizon Investment Services, LLC | 5,353 | $336.9K | 0.24% | −132−2.4% | Reduced |
| Garrett Investment Advisors LLC | 5,310 | $334.2K | 0.06% | +1,019+23.7% | Added |
| Raleigh Capital Management Inc. | 5,287 | $332.7K | 0.17% | +168+3.3% | Added |
| Peapack Gladstone Financial Corp | 5,252 | $330.0K | 0.01% | −451−7.9% | Reduced |
| NinePointTwo Capital | 5,140 | $323.0K | 0.13% | +5,140 | New |
| GWM Advisors LLC | 6,290 | $321.3K | 0.01% | +1,141+22.2% | Added |
| Lido Advisors, LLC | 5,097 | $320.8K | 0.01% | +546+12.0% | Added |
| GoalVest Advisory LLC | 5,093 | $320.5K | 0.21% | 00.0% | Unchanged |
| Banco Bilbao Vizcaya Argentaria, S.A. | 5,035 | $316.9K | 0.00% | +3+0.1% | Added |
| Resources Investment Advisors, LLC. | 5,024 | $316.2K | 0.01% | −14−0.3% | Reduced |
| Dakota Wealth Management | 4,953 | $311.7K | 0.02% | −6,082−55.1% | Reduced |
| TownSquare Capital, LLC | 4,946 | $311.3K | 0.01% | +749+17.8% | Added |
| William Allan, LLC | 4,935 | $310.6K | 0.26% | 00.0% | Unchanged |
| Tokio Marine Asset Management Co Ltd | 4,925 | $309.9K | 0.02% | +1,228+33.2% | Added |
| Tocqueville Asset Management L.P. | 4,900 | $308.4K | 0.01% | 00.0% | Unchanged |
| Avantax Advisory Services, Inc. | 4,811 | $302.7K | 0.00% | −957−16.6% | Reduced |
| MainStreet Investment Advisors LLC | 4,809 | $302.6K | 0.03% | +69+1.5% | Added |
| Capstone Investment Advisors, LLC | 4,769 | $300.1K | 0.01% | +1,510+46.3% | Added |
| Metis Global Partners, LLC | 4,760 | $299.5K | 0.03% | +1,350+39.6% | Added |
| Black Diamond Financial, LLC | 4,729 | $297.6K | 0.11% | 00.0% | Unchanged |
| Credit Agricole S A | 4,695 | $295.5K | 0.01% | +1,700+56.8% | Added |
| Total Clarity Wealth Management, Inc. | 4,659 | $293.2K | 0.15% | +4,659 | New |
| Laurel Wealth Advisors, Inc. | 4,642 | $292.0K | 0.03% | +150+3.3% | Added |
| Central Trust Co | 4,627 | $291.2K | 0.01% | −833−15.3% | Reduced |
| Great Valley Advisor Group, Inc. | 4,619 | $290.7K | 0.01% | +316+7.3% | Added |
| Royal Fund Management, LLC | 4,614 | $290.4K | 0.05% | +5+0.1% | Added |
| Iams Wealth Management, LLC | 4,598 | $289.4K | 0.29% | +4,598 | New |
| Integris Wealth Management, LLC | 4,570 | $287.6K | 0.11% | +4,570 | New |
| 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 |
| Checchi Capital Advisers, LLC | 4,270 | $268.7K | 0.03% | +493+13.1% | Added |
| Calton & Associates, Inc. | 4,248 | $267.3K | 0.10% | −7−0.2% | Reduced |
| Massmutual Trust Co FSB | 4,247 | $267.0K | 0.01% | +25+0.6% | Added |
| Sound Stewardship, LLC | 4,226 | $265.9K | 0.20% | +4,226 | New |
| Capital Asset Advisory Services LLC | 4,003 | $265.6K | 0.02% | −2,181−35.3% | Reduced |
| ONE Advisory Partners, LLC | 4,153 | $261.3K | 0.17% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 4,147 | $261.0K | 0.01% | +19+0.5% | Added |
| Woodward Diversified Capital, LLC | 4,115 | $259.0K | 0.21% | −307−6.9% | Reduced |
| FORA Capital, LLC | 4,106 | $258.4K | 0.04% | −1,645−28.6% | Reduced |
| Glassy Mountain Advisors, Inc. | 4,105 | $258.3K | 0.14% | +4,105 | New |
| United Capital Management of KS, Inc. | 4,085 | $257.1K | 0.11% | +13+0.3% | Added |
| D.A. Davidson & Co. | 4,046 | $254.6K | 0.00% | −71−1.7% | Reduced |
| Mather Group, LLC. | 3,916 | $246.5K | 0.00% | +247+6.7% | Added |
| Texas Yale Capital Corp. | 3,892 | $244.9K | 0.01% | 00.0% | Unchanged |
| Symmetry Partners, LLC | 3,872 | $244.0K | 0.01% | 00.0% | Unchanged |
| Verity Asset Management, Inc. | 3,872 | $243.7K | 0.21% | +3,872 | New |
| Morningstar Investment Services LLC | 3,896 | $243.0K | 0.00% | +56+1.5% | Added |
| Aptus Capital Advisors, LLC | 3,833 | $241.2K | 0.01% | +18+0.5% | Added |
| Cresset Asset Management, LLC | 3,830 | $241.0K | 0.00% | −312−7.5% | Reduced |
| Waters Parkerson & Co., LLC | 3,835 | $241.0K | 0.01% | 00.0% | Unchanged |
| Mirador Capital Partners LP | 3,827 | $240.8K | 0.06% | −116−2.9% | Reduced |
| Marcum Wealth, LLC | 3,796 | $238.9K | 0.03% | +254+7.2% | Added |
| Equitable Holdings, Inc. | 3,789 | $238.4K | 0.00% | +3,789 | New |
| First National Advisers, LLC | 3,761 | $237.0K | 0.30% | +3,761 | New |
| Sound Income Strategies, LLC | 3,718 | $234.0K | 0.03% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 3,714 | $233.7K | 0.02% | −2,142−36.6% | Reduced |
| Sound View Wealth Advisors Group, LLC | 4,427 | $231.1K | 0.03% | +4,427 | New |
| Westwood Holdings Group Inc. | 3,656 | $230.0K | 0.00% | +3,656 | New |
| B. Metzler seel. Sohn & Co. AG | 3,644 | $229.3K | 0.00% | 00.0% | Unchanged |
| Kavar Capital Partners Group, LLC | 3,603 | $226.7K | 0.05% | +3,603 | New |
| Advisor OS, LLC | 3,585 | $225.6K | 0.06% | +3,585 | New |
| Coldstream Capital Management Inc | 3,503 | $220.4K | 0.01% | +3,503 | New |
| Beacon Pointe Advisors, LLC | 3,464 | $218.0K | 0.00% | +3,464 | New |
| Pensionmark Financial Group, LLC | 3,449 | $217.0K | 0.05% | −109−3.1% | Reduced |
| Cornell Pochily Investment Advisors, Inc. | 3,416 | $215.0K | 0.10% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 3,413 | $214.8K | 0.04% | −62−1.8% | Reduced |
| Patton Fund Management, Inc. | 3,330 | $210.0K | 0.06% | +3,330 | New |
| PAX Financial Group, LLC | 3,329 | $209.5K | 0.05% | −446−11.8% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 3,324 | $209.0K | 0.01% | +2,049+160.7% | Added |
| Transcend Wealth Collective, LLC | 3,310 | $208.3K | 0.02% | +3,310 | New |
| LaFleur & Godfrey LLC | 3,305 | $208.0K | 0.03% | +3,305 | New |
| Aviva PLC | 3,304 | $207.9K | 0.00% | +3,304 | New |
| IMA Wealth, Inc. | 3,289 | $207.0K | 0.05% | 00.0% | Unchanged |
| Savant Capital, LLC | 3,678 | $205.4K | 0.01% | +3,678 | New |
| Walter & Keenan Financial Consulting Co | 3,250 | $204.5K | 0.08% | +3,250 | New |
| Rockefeller Capital Management L.P. | 3,267 | $204.0K | 0.00% | +2,235+216.6% | Added |
| Parallel Advisors, LLC | 3,235 | $203.6K | 0.01% | +95+3.0% | Added |
| CAPROCK Group, Inc. | 3,218 | $202.5K | 0.02% | −998−23.7% | Reduced |
| Compass Financial Advisors LLC | 3,201 | $201.4K | 0.27% | +3,201 | New |
| Wrapmanager Inc | 3,200 | $201.0K | 0.06% | +3,200 | New |
| Bedel Financial Consulting, Inc. | 3,180 | $200.1K | 0.05% | −160−4.8% | Reduced |
| Ci Investments Inc. | 2,965 | $187.0K | 0.00% | −947−24.2% | Reduced |
| AdvisorNet Financial, Inc | 2,831 | $178.2K | 0.02% | −206−6.8% | Reduced |
| Riggs Asset Managment Co. Inc. | 2,800 | $176.2K | 0.07% | 00.0% | Unchanged |
| Quent Capital, LLC | 2,798 | $176.1K | 0.03% | +45+1.6% | Added |
| Ameritas Investment Partners, Inc. | 2,872 | $172.7K | 0.01% | 00.0% | Unchanged |