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 |
|---|---|---|---|---|---|
| Cary Street Partner Investment Advisory LLC | 5 | $306 | 0.00% | −306−98.4% | Reduced |
| True Wealth Design, LLC | 5 | $306 | 0.00% | −1−16.7% | Reduced |
| WestEnd Advisors, LLC | – | $306 | 0.00% | – | – |
| Core Alternative Capital | 6 | $367 | 0.00% | +6 | New |
| Carolinas Wealth Consulting LLC | 7 | $428 | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 8 | $489 | 0.00% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 11 | $673 | 0.00% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 12 | $733 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 14 | $856 | 0.00% | −5−26.3% | Reduced |
| CNB Bank | 15 | $917 | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 15 | $917 | 0.00% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 15 | $917 | 0.00% | +5+50.0% | Added |
| PrairieView Partners, LLC | 27 | $1.00K | 0.00% | +27 | New |
| Centerpoint Advisors, LLC | 16 | $1.00K | 0.00% | +16 | New |
| Disciplined Investments, LLC | 19 | $1.16K | 0.00% | −5−20.8% | Reduced |
| Trifecta Capital Advisors, LLC | 25 | $1.53K | 0.00% | 00.0% | Unchanged |
| Certified Advisory Corp | 26 | $1.59K | 0.00% | +26 | New |
| MV Capital Management, Inc. | 28 | $1.71K | 0.00% | +6+27.3% | Added |
| Schubert & Co | 31 | $1.90K | 0.00% | +5+19.2% | Added |
| TD Ameritrade Investment Management, LLC | 39 | $2.00K | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 18 | $2.00K | 0.00% | −1−5.3% | Reduced |
| Retirement Group, LLC | 34 | $2.00K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 33 | $2.02K | 0.00% | 00.0% | Unchanged |
| Ridgewood Investments LLC | 49 | $3.00K | 0.00% | +49 | New |
| Country Trust Bank | 52 | $3.18K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 55 | $3.36K | 0.00% | +55 | New |
| JJJ Advisors Inc. | 56 | $3.44K | 0.00% | −9−13.8% | Reduced |
| Bell Investment Advisors, Inc | 57 | $3.48K | 0.00% | +7+14.0% | Added |
| JFS Wealth Advisors, LLC | 65 | $3.97K | 0.00% | −51−44.0% | Reduced |
| Hollencrest Capital Management | 65 | $3.97K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 73 | $4.00K | 0.00% | −129−63.9% | Reduced |
| Financial Management Professionals, Inc. | 63 | $4.00K | 0.00% | −34−35.1% | Reduced |
| Federation des caisses Desjardins du Quebec | 71 | $4.34K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 73 | $4.46K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 78 | $4.77K | 0.00% | −31−28.4% | Reduced |
| Manchester Capital Management LLC | 78 | $4.77K | 0.00% | −21−21.2% | Reduced |
| Cape Investment Advisory, Inc. | 82 | $4.99K | 0.00% | +82 | New |
| Bartlett & Co. LLC | 89 | $5.00K | 0.00% | 00.0% | Unchanged |
| Steward Financial Group LLC | 92 | $5.00K | 0.00% | +37+67.3% | Added |
| Sutton Wealth Advisors Inc. | 85 | $5.20K | 0.00% | −103−54.8% | Reduced |
| Bartlett & Co. Wealth Management LLC | 89 | $5.44K | 0.00% | 00.0% | Unchanged |
| Private Ocean, LLC | 96 | $5.87K | 0.00% | +96 | New |
| Gables Capital Management Inc. | 100 | $6.11K | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 61 | $6.13K | 0.27% | −2−3.2% | Reduced |
| Eagle Bay Advisors LLC | 104 | $6.36K | 0.00% | −17−14.0% | Reduced |
| RFP Financial Group LLC | 109 | $6.66K | 0.01% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 110 | $6.72K | 0.00% | +110 | New |
| Caldwell Trust Co | 113 | $6.91K | 0.00% | −170−60.1% | Reduced |
| TSFG, LLC | 113 | $7.00K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 121 | $7.00K | 0.00% | +8+7.1% | Added |
| Northwest Investment Counselors, LLC | 119 | $7.27K | 0.00% | 00.0% | Unchanged |
| Ritter Daniher Financial Advisory LLC | 119 | $7.27K | 0.00% | +119 | New |
| 25 LLC | 128 | $7.93K | 0.00% | +128 | New |
| Horizon Bancorp Inc | 134 | $8.00K | 0.01% | 00.0% | Unchanged |
| Paladin Advisory Group, LLC | 145 | $8.86K | 0.01% | +145 | New |
| Glassman Wealth Services | 151 | $9.23K | 0.00% | −1−0.7% | Reduced |
| Koesten, Hirschmann & Crabtree, INC. | 151 | $9.23K | 0.01% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 161 | $9.84K | 0.00% | −269−62.6% | Reduced |
| Coastal Capital Group, Inc. | 163 | $9.96K | 0.00% | +3+1.9% | Added |
| Versant Capital Management, Inc | 174 | $10.6K | 0.00% | −10−5.4% | Reduced |
| Earnest Partners LLC | 174 | $10.6K | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 176 | $10.8K | 0.00% | 00.0% | Unchanged |
| Accel Wealth Management | 197 | $12.1K | 0.00% | +1+0.5% | Added |
| Column Capital Advisors, LLC | 200 | $12.2K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 205 | $12.5K | 0.00% | −27−11.6% | Reduced |
| Covestor Ltd | 218 | $13.0K | 0.01% | +4+1.9% | Added |
| Capital Advisors, Ltd. LLC | 217 | $13.0K | 0.00% | −324−59.9% | Reduced |
| EverSource Wealth Advisors, LLC | 214 | $13.1K | 0.00% | +14+7.0% | Added |
| Riverview Trust Co | 215 | $13.1K | 0.01% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 226 | $13.8K | 0.01% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 230 | $14.1K | 0.00% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 260 | $15.0K | 0.00% | 00.0% | Unchanged |
| Compass Wealth Management LLC | 257 | $15.7K | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 268 | $16.4K | 0.00% | +3+1.1% | Added |
| Mark Sheptoff Financial Planning, LLC | 269 | $16.4K | 0.01% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 276 | $16.9K | 0.00% | −59−17.6% | Reduced |
| Hexagon Capital Partners LLC | 282 | $17.2K | 0.00% | +44+18.5% | Added |
| Foster Dykema Cabot & Co Inc | 299 | $18.0K | 0.00% | +299 | New |
| Ellevest, Inc. | 299 | $18.3K | 0.00% | 00.0% | Unchanged |
| Financial Synergies Wealth Advisors, Inc. | 299 | $18.3K | 0.00% | +299 | New |
| WealthPlan Investment Management, LLC | 300 | $18.3K | 0.00% | +300 | New |
| Valley National Advisers Inc | 299 | $19.0K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 312 | $19.1K | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 313 | $19.2K | 0.00% | −129−29.2% | Reduced |
| Achmea Investment Management B.V. | 331 | $21.0K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 358 | $21.9K | 0.00% | +40+12.6% | Added |
| FinTrust Capital Advisors, LLC | 354 | $22.3K | 0.01% | 00.0% | Unchanged |
| Cambridge Trust Co | 375 | $22.9K | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 384 | $23.5K | 0.00% | +365+1,921.1% | Added |
| Farmers & Merchants Investments Inc | 398 | $24.3K | 0.00% | +15+3.9% | Added |
| Armstrong Advisory Group, Inc | 402 | $24.6K | 0.00% | −120−23.0% | Reduced |
| Red Tortoise LLC | 411 | $25.1K | 0.02% | +365+793.5% | Added |
| TCI Wealth Advisors, Inc. | 412 | $25.2K | 0.00% | +90+28.0% | Added |
| Dividend Assets Capital, LLC | 436 | $27.0K | 0.01% | 00.0% | Unchanged |
| Clear Street Markets LLC | 451 | $28.0K | 0.01% | +217+92.7% | Added |
| Private Trust Co NA | 464 | $28.4K | 0.00% | 00.0% | Unchanged |
| Carolina Wealth Advisors, LLC | 478 | $29.2K | 0.02% | 00.0% | Unchanged |
| Truvestments Capital LLC | 488 | $29.8K | 0.02% | −31−6.0% | Reduced |
| Motco | 499 | $30.5K | 0.00% | 00.0% | Unchanged |
| PSI Advisors, LLC | 500 | $30.6K | 0.01% | 00.0% | Unchanged |