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 |
|---|---|---|---|---|---|
| SRS Capital Advisors, Inc. | 2,690 | $169.3K | 0.02% | +26+1.0% | Added |
| Accurate Wealth Management, LLC | 2,537 | $162.8K | 0.06% | +2,537 | New |
| Quadrant Capital Group LLC | 2,535 | $159.5K | 0.02% | +1,221+92.9% | Added |
| Tompkins Financial Corp | 2,484 | $156.0K | 0.02% | 00.0% | Unchanged |
| BI Asset Management Fondsmaeglerselskab A/S | 2,400 | $151.0K | 0.00% | +2,400 | New |
| Signaturefd, LLC | 2,324 | $146.2K | 0.00% | +798+52.3% | Added |
| Money Concepts Capital Corp | 2,217 | $139.5K | 0.01% | +2,217 | New |
| Kelly Financial Services LLC | 2,054 | $129.3K | 0.07% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 2,003 | $126.1K | 0.01% | +317+18.8% | Added |
| Trust Co of Vermont | 2,000 | $125.9K | 0.01% | 00.0% | Unchanged |
| ICA Group Wealth Management, LLC | 2,000 | $125.9K | 0.03% | +2,000 | New |
| DuPont Capital Management Corp | 1,882 | $118.4K | 0.01% | −4,733−71.5% | Reduced |
| Johnson Midwest Financial, LLC | 1,867 | $117.0K | 0.43% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 1,759 | $111.0K | 0.00% | −10−0.6% | Reduced |
| Allworth Financial LP | 1,757 | $110.6K | 0.00% | −109−5.8% | Reduced |
| First Command Bank | 1,715 | $108.0K | 0.01% | 00.0% | Unchanged |
| First Command Financial Services, Inc. | 1,715 | $108.0K | 0.01% | 00.0% | Unchanged |
| Seeyond | 1,671 | $105.2K | 0.01% | −103−5.8% | Reduced |
| Ronald Blue Trust, Inc. | 1,706 | $101.0K | 0.00% | +691+68.1% | Added |
| Centennial Bank | 1,554 | $97.8K | 0.06% | +1,554 | New |
| Sentry Investment Management LLC | 1,530 | $96.0K | 0.04% | 00.0% | Unchanged |
| South State Corp. | 1,500 | $94.4K | 0.01% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 1,475 | $92.8K | 0.01% | −157−9.6% | Reduced |
| Virtus Investment Advisers, Inc. | 1,443 | $90.8K | 0.06% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 1,366 | $86.0K | 0.03% | 00.0% | Unchanged |
| Alpha Paradigm Partners, LLC | 1,348 | $85.0K | 0.04% | +1,348 | New |
| Rosenberg Matthew Hamilton | 1,332 | $83.8K | 0.03% | −5−0.4% | Reduced |
| Delta Asset Management LLC | 1,332 | $83.8K | 0.01% | +1,332 | New |
| Bessemer Group Inc | 1,319 | $83.0K | 0.00% | −380−22.4% | Reduced |
| Sargent Bickham Lagudis LLC | 1,199 | $75.5K | 0.01% | 00.0% | Unchanged |
| American State Bank (Iowa) | 1,196 | $75.3K | 0.06% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 1,193 | $75.1K | 0.00% | +1,193 | New |
| Westside Investment Management, Inc. | 1,174 | $73.0K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 1,138 | $71.6K | 0.00% | +512+81.8% | Added |
| Householder Group Estate & Retirement Specialist, LLC | 1,110 | $69.0K | 0.10% | +40+3.7% | Added |
| HM Payson & Co | 1,025 | $64.5K | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 1,003 | $63.7K | 0.02% | +247+32.7% | Added |
| Glass Jacobson Investment Advisors llc | 1,010 | $63.6K | 0.03% | +1,010 | New |
| First Financial Corp | 1,000 | $62.9K | 0.04% | 00.0% | Unchanged |
| Montag A & Associates Inc | 1,000 | $62.9K | 0.00% | 00.0% | Unchanged |
| Ruedi Wealth Management, Inc. | 1,000 | $62.9K | 0.04% | +1,000 | New |
| First Horizon Advisors, Inc. | 998 | $62.8K | 0.00% | −101−9.2% | Reduced |
| Cornerstone Planning Group LLC | 988 | $58.5K | 0.02% | +988 | New |
| Smithfield Trust Co | 924 | $58.0K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 908 | $57.2K | 0.00% | +437+92.8% | Added |
| Rocky Mountain Advisers, LLC | 886 | $56.0K | 0.03% | −199−18.3% | Reduced |
| Deseret Mutual Benefit Administrators | 868 | $54.6K | 0.02% | −722−45.4% | Reduced |
| City State Bank | 808 | $51.0K | 0.03% | 00.0% | Unchanged |
| City Holding Co | 808 | $50.8K | 0.01% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 800 | $50.3K | 0.00% | 00.0% | Unchanged |
| Altshuler Shaham Ltd | 782 | $49.2K | 0.00% | −39−4.8% | Reduced |
| Whittier Trust Co | 781 | $49.1K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 705 | $44.4K | 0.00% | +76+12.1% | Added |
| Zions Bancorporation, N.A. | 696 | $43.8K | 0.00% | −14−2.0% | Reduced |
| Leonteq Securities AG | 695 | $43.7K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 691 | $43.5K | 0.01% | +174+33.7% | Added |
| Pin Oak Investment Advisors Inc | 660 | $42.0K | 0.05% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 655 | $41.2K | 0.00% | 00.0% | Unchanged |
| Washington Trust Co | 647 | $40.7K | 0.00% | 00.0% | Unchanged |
| Group One Trading, L.P. | 641 | $40.3K | 0.00% | +641 | New |
| CoreCap Advisors, LLC | 632 | $39.8K | 0.00% | +632 | New |
| M&R Capital Management Inc | 610 | $38.4K | 0.01% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 607 | $38.2K | 0.00% | +32+5.6% | Added |
| DT Investment Partners, LLC | 600 | $37.8K | 0.00% | 00.0% | Unchanged |
| Zullo Investment Group, Inc. | 600 | $37.8K | 0.02% | 00.0% | Unchanged |
| Colonial Trust Advisors | 599 | $37.7K | 0.00% | +599 | New |
| Whittier Trust Co of Nevada Inc | 571 | $35.9K | 0.00% | −4−0.7% | Reduced |
| Key Financial Inc | 598 | $35.5K | 0.02% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 556 | $35.0K | 0.02% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 550 | $35.0K | 0.00% | 00.0% | Unchanged |
| Mechanics Financial Corp | 520 | $33.0K | 0.02% | −100−16.1% | Reduced |
| Armstrong Advisory Group, Inc | 522 | $32.8K | 0.00% | +522 | New |
| Truvestments Capital LLC | 519 | $32.6K | 0.02% | +41+8.6% | Added |
| Financial Avengers, Inc. | 513 | $32.3K | 0.03% | +5+1.0% | Added |
| Loomis Sayles & Co L P | 510 | $32.0K | 0.00% | +483+1,788.9% | Added |
| PSI Advisors, LLC | 500 | $31.5K | 0.02% | 00.0% | Unchanged |
| Motco | 499 | $31.4K | 0.00% | −200−28.6% | Reduced |
| Carolina Wealth Advisors, LLC | 478 | $30.0K | 0.02% | 00.0% | Unchanged |
| Spire Wealth Management | 474 | $30.0K | 0.00% | +7+1.5% | Added |
| Cutler Group LP | 473 | $29.0K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 464 | $29.0K | 0.00% | +31+7.2% | Added |
| Advanced Asset Management Advisors Inc | 448 | $28.2K | 0.01% | +448 | New |
| Baystate Wealth Management LLC | 442 | $28.0K | 0.00% | +3+0.7% | Added |
| Clearstead Advisors, LLC | 430 | $27.1K | 0.00% | +269+167.1% | Added |
| Dividend Assets Capital, LLC | 436 | $27.0K | 0.01% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 383 | $24.1K | 0.00% | −300−43.9% | Reduced |
| Cambridge Trust Co | 375 | $24.0K | 0.00% | −8−2.1% | Reduced |
| FinTrust Capital Advisors, LLC | 354 | $22.3K | 0.01% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 335 | $21.1K | 0.00% | +8+2.4% | Added |
| Burleson & Company, LLC | 330 | $20.8K | 0.01% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 322 | $20.3K | 0.00% | +3+0.9% | Added |
| Lindbrook Capital, LLC | 318 | $20.0K | 0.00% | −31−8.9% | Reduced |
| Achmea Investment Management B.V. | 331 | $20.0K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 312 | $19.6K | 0.00% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 311 | $19.6K | 0.00% | +311 | New |
| Valley National Advisers Inc | 299 | $19.0K | 0.00% | 00.0% | Unchanged |
| Ellevest, Inc. | 299 | $18.8K | 0.00% | 00.0% | Unchanged |
| Caldwell Trust Co | 283 | $17.8K | 0.00% | +170+150.4% | Added |
| Mark Sheptoff Financial Planning, LLC | 269 | $16.9K | 0.01% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 265 | $16.7K | 0.00% | +2+0.8% | Added |