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, Q1 2023
Institutional positions in Evergy, Inc. as of Mar 31, 2023. 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
- 654
- −14 vs. Q4 2022
- Shares held
- 192.7M
- +4.23M (+2.2%) vs. Q4 2022
- Total value
- $11.8B
- −$83.4M (−0.7%) vs. Q4 2022
- New holders
- 63
- 250 more added
- Sold out
- 77
- 219 more reduced
18 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2023
Shares, value and share of portfolio for each institution holding Evergy, Inc.; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 29,445,258 | $1.80B | 0.05% | +201,855+0.7% | Added |
| BlackRock Inc. | 18,259,571 | $1.12B | 0.03% | −477,243−2.5% | Reduced |
| State Street Corp | 14,066,829 | $859.8M | 0.05% | −183,992−1.3% | Reduced |
| Price T Rowe Associates Inc | 10,433,440 | $637.7M | 0.10% | +10,128,549+3,322.0% | Added |
| Capital International Investors | 6,896,672 | $421.5M | 0.11% | −215,825−3.0% | Reduced |
| FMR LLC | 5,502,125 | $336.3M | 0.03% | −77,549−1.4% | Reduced |
| Invesco Ltd. | 5,464,088 | $334.0M | 0.09% | +288,048+5.6% | Added |
| Franklin Resources Inc | 5,181,341 | $316.7M | 0.16% | +146,937+2.9% | Added |
| Geode Capital Management, LLC | 5,060,466 | $308.6M | 0.04% | +91,488+1.8% | Added |
| Magellan Asset Management Ltd | 3,587,029 | $219.2M | 1.87% | −148,582−4.0% | Reduced |
| Northern Trust Corp | 2,970,572 | $181.6M | 0.04% | +65,665+2.3% | Added |
| Bluescape Energy Partners LLC | 2,657,473 | $162.4M | 33.76% | 00.0% | Unchanged |
| Cohen & Steers, Inc. | 2,329,177 | $142.4M | 0.31% | +358,219+18.2% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 2,296,090 | $140.3M | 0.34% | −830,831−26.6% | Reduced |
| Pictet Asset Management SA | 2,235,291 | $136.6M | 0.17% | −58,126−2.5% | Reduced |
| Bank of New York Mellon Corp | 2,180,376 | $133.3M | 0.03% | −27,410−1.2% | Reduced |
| Legal & General Group Plc | 2,174,666 | $132.9M | 0.05% | −113,132−4.9% | Reduced |
| Federated Hermes, Inc. | 2,068,121 | $126.4M | 0.32% | +2,061,019+29,020.3% | Added |
| Millennium Management LLC | 1,970,544 | $120.4M | 0.14% | −1,179,538−37.4% | Reduced |
| Morgan Stanley | 1,907,704 | $116.6M | 0.01% | +162,590+9.3% | Added |
| Massachusetts Financial Services Co | 1,841,674 | $112.6M | 0.04% | +40,707+2.3% | Added |
| Ameriprise Financial Inc | 1,739,012 | $106.3M | 0.03% | +43,078+2.5% | Added |
| Epoch Investment Partners, Inc. | 1,731,010 | $105.8M | 0.63% | +75,080+4.5% | Added |
| First Trust Advisors LP | 1,708,816 | $104.4M | 0.12% | +38,256+2.3% | Added |
| Gabelli Funds LLC | 1,503,700 | $91.9M | 0.70% | −9,000−0.6% | Reduced |
| California Public Employees Retirement System | 1,472,812 | $90.0M | 0.08% | −48,737−3.2% | Reduced |
| Victory Capital Management Inc | 1,453,694 | $88.8M | 0.10% | −98,069−6.3% | Reduced |
| American Century Companies Inc | 1,384,493 | $84.6M | 0.07% | +254,413+22.5% | Added |
| Charles Schwab Investment Management Inc | 1,345,792 | $82.3M | 0.02% | +2,440+0.2% | Added |
| Thompson Siegel & Walmsley LLC | 1,297,855 | $79.3M | 1.28% | +118,065+10.0% | Added |
| Zimmer Partners, LP | 1,235,418 | $75.5M | 1.55% | −903,482−42.2% | Reduced |
| Manning & Napier Group, LLC | 1,204,226 | $73.6M | 0.86% | −1,336−0.1% | Reduced |
| JPMorgan Chase & Co | 1,147,640 | $70.1M | 0.01% | −830,975−42.0% | Reduced |
| Duff & Phelps Investment Management Co | 1,073,456 | $65.6M | 0.80% | 00.0% | Unchanged |
| Allianz Asset Management GmbH | 948,254 | $58.0M | 0.12% | +18,726+2.0% | Added |
| Swiss National Bank | 911,026 | $55.7M | 0.04% | −21,800−2.3% | Reduced |
| Bank of America Corp | 909,261 | $55.6M | 0.01% | −211,797−18.9% | Reduced |
| Dimensional Fund Advisors LP | 891,972 | $54.5M | 0.02% | −5,507−0.6% | Reduced |
| APG Asset Management N.V. | 957,150 | $53.8M | 0.11% | +320.0% | Added |
| Empower Advisory Group, LLC | 866,005 | $52.3M | 0.24% | +866,005 | New |
| Deutsche Bank AG | 853,822 | $52.2M | 0.03% | −940,153−52.4% | Reduced |
| UBS Asset Management Americas Inc | 827,542 | $50.6M | 0.02% | −8,947−1.1% | Reduced |
| Scout Investments, Inc. | 804,919 | $49.2M | 1.00% | −363,108−31.1% | Reduced |
| 1832 Asset Management L.P. | 777,242 | $47.5M | 0.10% | −66,400−7.9% | Reduced |
| Adage Capital Partners GP, L.L.C. | 729,882 | $44.6M | 0.10% | +271,400+59.2% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 665,510 | $40.7M | 0.03% | −3,229−0.5% | Reduced |
| LSV Asset Management | 662,981 | $40.5M | 0.09% | −83,400−11.2% | Reduced |
| Zacks Investment Management | 630,272 | $38.5M | 0.52% | +34,038+5.7% | Added |
| Amundi | 599,445 | $37.9M | 0.02% | +46,162+8.3% | Added |
| Nuveen Asset Management, LLC | 617,515 | $37.7M | 0.01% | −247,196−28.6% | Reduced |
| Jupiter Asset Management Ltd | 615,475 | $37.6M | 0.52% | +166,950+37.2% | Added |
| Vaughan David Investments LLC | 579,843 | $35.4M | 1.07% | +12,372+2.2% | Added |
| Envestnet Asset Management Inc | 606,871 | $34.4M | 0.02% | +77,062+14.5% | Added |
| AQR Capital Management LLC | 554,940 | $33.7M | 0.07% | +16,391+3.0% | Added |
| RNC Capital Management LLC | 549,392 | $33.6M | 1.89% | +215,205+64.4% | Added |
| Old Republic International Corporation | 544,911 | $33.3M | 1.07% | 00.0% | Unchanged |
| Vaughan Nelson Investment Management, L.P. | 532,511 | $32.5M | 0.40% | +183,968+52.8% | Added |
| Captrust Financial Advisors | 527,058 | $32.2M | 0.14% | −118,535−18.4% | Reduced |
| PFS Investments Inc. | 491,556 | $31.1M | 0.54% | +269,501+121.4% | Added |
| Wellington Management Group LLP | 502,060 | $30.7M | 0.01% | +46,913+10.3% | Added |
| Martingale Asset Management L P | 465,883 | $28.5M | 0.55% | −3,637−0.8% | Reduced |
| Gamco Investors, Inc. Et Al | 453,261 | $27.7M | 0.30% | −77,110−14.5% | Reduced |
| HITE Hedge Asset Management LLC | 449,301 | $27.5M | 2.05% | −46,602−9.4% | Reduced |
| Thrivent Financial for Lutherans | 449,027 | $27.4M | 0.07% | +126,186+39.1% | Added |
| Eagle Asset Management Inc | 437,853 | $26.8M | 0.16% | +6,074+1.4% | Added |
| TD Asset Management Inc | 436,577 | $26.7M | 0.03% | +27,761+6.8% | Added |
| UBS Group AG | 436,367 | $26.7M | 0.01% | +166,105+61.5% | Added |
| Canada Pension Plan Investment Board | 428,993 | $26.2M | 0.04% | +36,037+9.2% | Added |
| Neuberger Berman Group LLC | 413,254 | $25.3M | 0.02% | +6,946+1.7% | Added |
| Goldman Sachs Group Inc | 403,888 | $24.7M | 0.01% | −586,165−59.2% | Reduced |
| BNP Paribas Arbitrage, SA | 399,177 | $24.4M | 0.05% | +2,629+0.7% | Added |
| CWM, LLC | 392,887 | $24.0M | 0.16% | +2,931+0.8% | Added |
| Rhumbline Advisers | 391,371 | $23.9M | 0.03% | +5,714+1.5% | Added |
| Prudential Financial Inc | 357,555 | $23.5M | 0.04% | +20,657+6.1% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 378,509 | $23.1M | 0.20% | −14,232−3.6% | Reduced |
| Energy Income Partners, LLC | 362,098 | $22.1M | 0.49% | −26,914−6.9% | Reduced |
| California State Teachers Retirement System | 361,096 | $22.1M | 0.03% | −3,747−1.0% | Reduced |
| Alliancebernstein L.P. | 359,675 | $22.0M | 0.01% | +1260.0% | Added |
| Royal Bank of Canada | 355,054 | $21.7M | 0.01% | −165,157−31.7% | Reduced |
| National Pension Service | 342,827 | $20.7M | 0.04% | −25,269−6.9% | Reduced |
| Citadel Advisors LLC | 335,520 | $20.5M | 0.02% | −916,828−73.2% | Reduced |
| New York State Teachers Retirement System | 317,657 | $19.4M | 0.05% | −80.0% | Reduced |
| State Board of Administration of Florida Retirement System | 316,455 | $19.3M | 0.04% | 00.0% | Unchanged |
| Ensign Peak Advisors, Inc | 309,416 | $18.9M | 0.04% | −44,810−12.7% | Reduced |
| Citigroup Inc | 303,845 | $18.6M | 0.02% | −4,114−1.3% | Reduced |
| Principal Financial Group Inc | 300,626 | $18.4M | 0.01% | +5,566+1.9% | Added |
| GW Henssler & Associates Ltd | 298,402 | $18.2M | 1.21% | +87,056+41.2% | Added |
| Guggenheim Capital LLC | 289,371 | $17.7M | 0.15% | +11,911+4.3% | Added |
| CIBC Private Wealth Group, LLC | 225,668 | $17.7M | 0.05% | +225,668 | New |
| SEI Investments Co | 280,259 | $17.1M | 0.03% | +82,879+42.0% | Added |
| Wedge Capital Management L L P | 276,189 | $16.9M | 0.28% | −53,014−16.1% | Reduced |
| Yaupon Capital Management LP | 275,403 | $16.8M | 2.63% | +59,300+27.4% | Added |
| HSBC Holdings PLC | 265,614 | $16.2M | 0.02% | −99,308−27.2% | Reduced |
| Worldquant Millennium Advisors LLC | 264,090 | $16.1M | 0.30% | +85,111+47.6% | Added |
| Crawford Investment Counsel Inc | 259,754 | $15.9M | 0.34% | +22,471+9.5% | Added |
| Barclays PLC | 237,877 | $14.5M | 0.02% | −167,131−41.3% | Reduced |
| Assenagon Asset Management S.A. | 231,076 | $14.1M | 0.06% | +91,031+65.0% | Added |
| Two Sigma Investments, LP | 227,261 | $13.9M | 0.04% | +203,061+839.1% | Added |
| Bank of Nova Scotia | 227,141 | $13.9M | 0.04% | +145,043+176.7% | Added |
| Exencial Wealth Advisors, LLC | 224,980 | $13.8M | 0.71% | −4,187−1.8% | Reduced |