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 |
|---|---|---|---|---|---|
| Financial Avengers, Inc. | 518 | $31.7K | 0.02% | +5+1.0% | Added |
| Mechanics Financial Corp | 520 | $31.8K | 0.02% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 556 | $34.0K | 0.01% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 571 | $34.9K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 597 | $36.5K | 0.00% | −2−0.3% | Reduced |
| Key Financial Inc | 598 | $36.5K | 0.01% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 598 | $36.5K | 0.01% | +598 | New |
| Loomis Sayles & Co L P | 609 | $37.0K | 0.00% | +99+19.4% | Added |
| M&R Capital Management Inc | 610 | $37.3K | 0.01% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 600 | $37.5K | 0.00% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 615 | $38.0K | 0.00% | +65+11.8% | Added |
| TD Waterhouse Canada Inc. | 632 | $38.2K | 0.00% | +25+4.1% | Added |
| Washington Trust Co | 647 | $39.5K | 0.00% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 660 | $40.0K | 0.05% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 655 | $40.0K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 688 | $42.1K | 0.00% | −8−1.1% | Reduced |
| Gradient Investments LLC | 692 | $42.3K | 0.00% | −13−1.8% | Reduced |
| Leonteq Securities AG | 695 | $42.5K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 699 | $42.7K | 0.01% | +8+1.2% | Added |
| Capstone Investment Advisors, LLC | 710 | $43.4K | 0.00% | −4,059−85.1% | Reduced |
| Spire Wealth Management | 726 | $44.4K | 0.00% | +252+53.2% | Added |
| Whittier Trust Co | 781 | $47.7K | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 800 | $48.9K | 0.00% | 00.0% | Unchanged |
| City State Bank | 808 | $49.0K | 0.03% | 00.0% | Unchanged |
| City Holding Co | 808 | $49.4K | 0.01% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 840 | $51.4K | 0.00% | +840 | New |
| Deseret Mutual Benefit Administrators | 868 | $53.1K | 0.02% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 886 | $54.0K | 0.03% | 00.0% | Unchanged |
| Smithfield Trust Co | 924 | $56.0K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 931 | $56.9K | 0.00% | +23+2.5% | Added |
| Caldwell Sutter Capital, Inc. | 956 | $58.4K | 0.04% | +956 | New |
| First Horizon Advisors, Inc. | 989 | $60.5K | 0.00% | −9−0.9% | Reduced |
| First Financial Corp | 1,000 | $61.1K | 0.04% | 00.0% | Unchanged |
| HM Payson & Co | 1,000 | $61.1K | 0.00% | −25−2.4% | Reduced |
| Montag A & Associates Inc | 1,000 | $61.1K | 0.00% | 00.0% | Unchanged |
| Ruedi Wealth Management, Inc. | 1,000 | $61.1K | 0.04% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 1,070 | $65.0K | 0.02% | −40−3.6% | Reduced |
| Crewe Advisors LLC | 1,092 | $66.7K | 0.01% | +1,069+4,647.8% | Added |
| Machina Capital S.A.S. | 1,134 | $69.3K | 0.06% | +1,134 | New |
| Huntington National Bank | 1,138 | $69.6K | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 1,154 | $70.5K | 0.02% | +151+15.1% | Added |
| Belpointe Asset Management LLC | 1,168 | $71.4K | 0.00% | −25−2.1% | Reduced |
| Westside Investment Management, Inc. | 1,174 | $71.8K | 0.02% | 00.0% | Unchanged |
| American State Bank (Iowa) | 1,196 | $73.1K | 0.05% | 00.0% | Unchanged |
| Granite FO LLC | 1,196 | $74.3K | 0.05% | +1,196 | New |
| Delta Asset Management LLC | 1,332 | $81.4K | 0.01% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 1,332 | $81.4K | 0.03% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 1,366 | $83.5K | 0.03% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 1,388 | $84.8K | 0.02% | +1,388 | New |
| Virtus Investment Advisers, Inc. | 1,443 | $88.2K | 0.06% | 00.0% | Unchanged |
| WealthPLAN Partners, LLC | 1,457 | $89.1K | 0.01% | +1,457 | New |
| Sentry Investment Management LLC | 1,491 | $91.0K | 0.04% | −39−2.5% | Reduced |
| South State Corp. | 1,500 | $91.7K | 0.01% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 1,509 | $94.0K | 0.00% | −197−11.5% | Reduced |
| Centennial Bank | 1,554 | $95.0K | 0.06% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 1,602 | $97.9K | 0.01% | −933−36.8% | Reduced |
| Geneos Wealth Management Inc. | 1,636 | $100.0K | 0.01% | +161+10.9% | Added |
| First Command Bank | 1,715 | $104.8K | 0.01% | 00.0% | Unchanged |
| First Command Financial Services, Inc. | 1,715 | $104.8K | 0.01% | 00.0% | Unchanged |
| Bessemer Group Inc | 1,777 | $108.0K | 0.00% | +458+34.7% | Added |
| Ostrum Asset Management | 1,790 | $109.4K | 0.01% | +1,790 | New |
| Allworth Financial LP | 1,863 | $113.9K | 0.00% | +106+6.0% | Added |
| Johnson Midwest Financial, LLC | 1,867 | $114.1K | 0.16% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 1,947 | $119.0K | 0.01% | −884−31.2% | Reduced |
| Trust Co of Vermont | 2,000 | $122.2K | 0.01% | 00.0% | Unchanged |
| ICA Group Wealth Management, LLC | 2,000 | $122.2K | 0.03% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 2,054 | $125.5K | 0.06% | 00.0% | Unchanged |
| Signaturefd, LLC | 2,132 | $130.3K | 0.00% | −192−8.3% | Reduced |
| Walleye Trading LLC | 2,347 | $143.4K | 0.01% | +2,347 | New |
| Tompkins Financial Corp | 2,484 | $151.8K | 0.02% | 00.0% | Unchanged |
| DuPont Capital Management Corp | 2,661 | $162.6K | 0.01% | +779+41.4% | Added |
| SRS Capital Advisors, Inc. | 2,719 | $166.2K | 0.02% | +29+1.1% | Added |
| Riggs Asset Managment Co. Inc. | 2,800 | $171.1K | 0.07% | 00.0% | Unchanged |
| Quent Capital, LLC | 2,811 | $171.8K | 0.03% | +13+0.5% | Added |
| Ameritas Advisory Services, LLC | 2,751 | $172.4K | 0.01% | +2,751 | New |
| Ameritas Investment Partners, Inc. | 2,872 | $175.5K | 0.01% | 00.0% | Unchanged |
| BI Asset Management Fondsmaeglerselskab A/S | 3,085 | $189.0K | 0.01% | +685+28.5% | Added |
| IMA Wealth, Inc. | 3,289 | $201.0K | 0.05% | 00.0% | Unchanged |
| Beck Bode, LLC | 3,302 | $201.8K | 0.05% | −171,375−98.1% | Reduced |
| Aviva PLC | 3,304 | $201.9K | 0.00% | 00.0% | Unchanged |
| Banque Pictet & Cie SA | 3,401 | $207.9K | 0.00% | −6,288−64.9% | Reduced |
| Sunbelt Securities, Inc. | 3,446 | $208.3K | 0.03% | +33+1.0% | Added |
| Phoenix Wealth Advisors | 3,439 | $210.2K | 0.13% | +3,439 | New |
| Independent Advisor Alliance | 3,440 | $210.2K | 0.01% | +3,440 | New |
| Wrapmanager Inc | 3,448 | $210.7K | 0.06% | +248+7.8% | Added |
| Pensionmark Financial Group, LLC | 3,449 | $210.8K | 0.04% | 00.0% | Unchanged |
| Cornell Pochily Investment Advisors, Inc. | 3,516 | $214.9K | 0.09% | +100+2.9% | Added |
| Horizon Investments, LLC | 3,541 | $216.4K | 0.01% | +3,541 | New |
| Accurate Wealth Management, LLC | 3,472 | $218.2K | 0.08% | +935+36.9% | Added |
| Marcum Wealth, LLC | 3,586 | $219.2K | 0.03% | −210−5.5% | Reduced |
| Pathstone Family Office, LLC | 3,473 | $219.7K | 0.00% | +3,473 | New |
| Kavar Capital Partners Group, LLC | 3,603 | $220.2K | 0.05% | 00.0% | Unchanged |
| Credit Agricole S A | 3,604 | $220.3K | 0.01% | −1,091−23.2% | Reduced |
| MQS Management LLC | 3,619 | $221.2K | 0.14% | +3,619 | New |
| B. Metzler seel. Sohn & Co. AG | 3,644 | $222.8K | 0.00% | 00.0% | Unchanged |
| Schulhoff & Co Inc | 5,500 | $226.2K | 0.11% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 3,718 | $227.2K | 0.02% | 00.0% | Unchanged |
| First National Advisers, LLC | 3,761 | $229.9K | 0.26% | 00.0% | Unchanged |
| Nova R Wealth, Inc. | 3,771 | $230.5K | 0.16% | +3,771 | New |
| Coldstream Capital Management Inc | 3,783 | $231.2K | 0.01% | +280+8.0% | Added |