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 |
|---|---|---|---|---|---|
| Sowell Financial Services LLC | 3,799 | $232.0K | 0.02% | +3,799 | New |
| Tradewinds, LLC. | 3,813 | $233.1K | 0.14% | +3,813 | New |
| Waters Parkerson & Co., LLC | 3,835 | $234.0K | 0.01% | 00.0% | Unchanged |
| Mather Group, LLC. | 3,870 | $236.6K | 0.00% | −46−1.2% | Reduced |
| Symmetry Partners, LLC | 3,872 | $237.0K | 0.01% | 00.0% | Unchanged |
| PAX Financial Group, LLC | 3,888 | $237.6K | 0.06% | +559+16.8% | Added |
| Texas Yale Capital Corp. | 3,892 | $237.9K | 0.01% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 3,921 | $240.0K | 0.01% | +597+18.0% | Added |
| United Capital Management of KS, Inc. | 3,931 | $240.2K | 0.09% | −154−3.8% | Reduced |
| Rockefeller Capital Management L.P. | 3,962 | $241.0K | 0.00% | +695+21.3% | Added |
| Capital Asset Advisory Services LLC | 3,992 | $244.0K | 0.02% | −11−0.3% | Reduced |
| LaFleur & Godfrey LLC | 4,005 | $244.8K | 0.04% | +700+21.2% | Added |
| Verity Asset Management, Inc. | 4,018 | $245.6K | 0.15% | +146+3.8% | Added |
| Intercontinental Wealth Advisors, LLC | 4,019 | $245.6K | 0.06% | +4,019 | New |
| D.A. Davidson & Co. | 4,085 | $249.7K | 0.00% | +39+1.0% | Added |
| Sherbrooke Park Advisers LLC | 4,100 | $250.6K | 0.38% | −7,700−65.3% | Reduced |
| Beacon Pointe Advisors, LLC | 4,107 | $251.0K | 0.00% | +643+18.6% | Added |
| Woodward Diversified Capital, LLC | 4,138 | $252.9K | 0.20% | +23+0.6% | Added |
| Evoke Wealth, LLC | 4,142 | $253.2K | 0.01% | −5−0.1% | Reduced |
| Calton & Associates, Inc. | 4,148 | $253.5K | 0.12% | −100−2.4% | Reduced |
| Krane Funds Advisors LLC | 4,058 | $254.0K | 0.01% | −4,330−51.6% | Reduced |
| Ieq Capital, LLC | 4,163 | $254.4K | 0.01% | +4,163 | New |
| Sound View Wealth Advisors Group, LLC | 4,183 | $255.7K | 0.04% | −244−5.5% | Reduced |
| Virginia Retirement Systems Et Al | 4,220 | $257.9K | 0.00% | −14,380−77.3% | Reduced |
| Sound Stewardship, LLC | 4,226 | $258.3K | 0.17% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 4,196 | $258.8K | 0.01% | +2,193+109.5% | Added |
| Rockland Trust Co | 4,287 | $262.0K | 0.02% | −1,125−20.8% | Reduced |
| Checchi Capital Advisers, LLC | 4,353 | $266.1K | 0.03% | +83+1.9% | Added |
| Cresset Asset Management, LLC | 4,441 | $271.5K | 0.01% | +611+16.0% | Added |
| Johnson Investment Counsel Inc | 4,499 | $275.0K | 0.00% | +41+0.9% | Added |
| Dakota Wealth Management | 4,500 | $275.0K | 0.02% | −453−9.1% | Reduced |
| MainStreet Investment Advisors LLC | 4,561 | $278.8K | 0.03% | −248−5.2% | Reduced |
| Massmutual Trust Co FSB | 4,565 | $279.0K | 0.01% | +318+7.5% | Added |
| Integris Wealth Management, LLC | 4,570 | $279.3K | 0.10% | 00.0% | Unchanged |
| Royal Fund Management, LLC | 4,627 | $282.8K | 0.04% | +13+0.3% | Added |
| Central Trust Co | 4,655 | $284.5K | 0.01% | +28+0.6% | Added |
| Savant Capital, LLC | 4,670 | $285.5K | 0.01% | +992+27.0% | Added |
| Horizon Investment Services, LLC | 4,699 | $287.3K | 0.18% | −654−12.2% | Reduced |
| Black Diamond Financial, LLC | 4,729 | $289.0K | 0.09% | 00.0% | Unchanged |
| Fifth Third Bancorp | 4,730 | $289.1K | 0.00% | −2,068−30.4% | Reduced |
| Advisor Partners II, LLC | 4,804 | $293.6K | 0.02% | +346+7.8% | Added |
| Parallel Advisors, LLC | 4,864 | $297.3K | 0.01% | +1,629+50.4% | Added |
| Tocqueville Asset Management L.P. | 4,900 | $299.5K | 0.01% | 00.0% | Unchanged |
| Meeder Advisory Services, Inc. | 4,916 | $300.5K | 0.03% | +4,916 | New |
| Tokio Marine Asset Management Co Ltd | 4,925 | $301.0K | 0.02% | 00.0% | Unchanged |
| TownSquare Capital, LLC | 4,931 | $301.4K | 0.01% | −15−0.3% | Reduced |
| William Allan, LLC | 4,935 | $301.6K | 0.24% | 00.0% | Unchanged |
| Asahi Life Asset Management Co., Ltd. | 4,980 | $304.4K | 0.10% | +4,980 | New |
| Regions Financial Corp | 5,090 | $311.0K | 0.00% | −400−7.3% | Reduced |
| GoalVest Advisory LLC | 5,093 | $311.3K | 0.18% | 00.0% | Unchanged |
| Advisor OS, LLC | 5,115 | $312.6K | 0.08% | +1,530+42.7% | Added |
| Advisory Services Network, LLC | 5,149 | $314.7K | 0.01% | −544−9.6% | Reduced |
| Peapack Gladstone Financial Corp | 5,374 | $319.0K | 0.01% | +122+2.3% | Added |
| Integrated Wealth Concepts LLC | 5,267 | $322.0K | 0.01% | +5,267 | New |
| Jones Financial Companies LLLP | 5,290 | $323.3K | 0.00% | +3,531+200.7% | Added |
| Credential Qtrade Securities Inc. | 5,341 | $326.4K | 0.02% | −21−0.4% | Reduced |
| D.B. Root & Company, LLC | 5,395 | $329.7K | 0.13% | −20.0% | Reduced |
| Raleigh Capital Management Inc. | 5,475 | $334.6K | 0.17% | +188+3.6% | Added |
| Oak Thistle LLC | 5,479 | $334.9K | 0.20% | +5,479 | New |
| Petrus Trust Company, LTA | 5,485 | $335.2K | 0.04% | +5,485 | New |
| Resources Investment Advisors, LLC. | 5,512 | $336.9K | 0.01% | +488+9.7% | Added |
| CAPROCK Group, Inc. | 5,534 | $338.2K | 0.03% | +2,316+72.0% | Added |
| Hudock, Inc. | 5,579 | $341.0K | 0.08% | +20.0% | Added |
| Garrett Investment Advisors LLC | 5,632 | $344.2K | 0.05% | +322+6.1% | Added |
| IFP Advisors, Inc | 6,367 | $345.4K | 0.02% | −678−9.6% | Reduced |
| Gilbert & Cook, Inc. | 5,676 | $346.9K | 0.06% | +77+1.4% | Added |
| Centiva Capital, LP | 5,780 | $353.3K | 0.02% | +5,780 | New |
| Veritable, L.P. | 5,827 | $356.1K | 0.01% | +51+0.9% | Added |
| Intrust Bank NA | 5,874 | $359.0K | 0.05% | −55−0.9% | Reduced |
| BKD Wealth Advisors, LLC | 5,991 | $366.2K | 0.01% | +10.0% | Added |
| Cetera Advisors LLC | 6,004 | $367.0K | 0.01% | −59−1.0% | Reduced |
| Dynamic Technology Lab Private Ltd | 6,028 | $368.0K | 0.03% | −6,211−50.7% | Reduced |
| Empirical Finance, LLC | 6,158 | $376.4K | 0.04% | +316+5.4% | Added |
| CWM Advisors, LLC | 6,167 | $376.9K | 0.05% | −2,613−29.8% | Reduced |
| GWM Advisors LLC | 6,173 | $377.3K | 0.00% | −117−1.9% | Reduced |
| John G Ullman & Associates Inc | 6,200 | $379.0K | 0.06% | 00.0% | Unchanged |
| Banco Bilbao Vizcaya Argentaria, S.A. | 6,306 | $385.4K | 0.00% | +1,271+25.2% | Added |
| Waterfront Wealth Inc. | 6,441 | $393.7K | 0.13% | 00.0% | Unchanged |
| Cornerstone Wealth Management, LLC | 6,498 | $397.1K | 0.04% | +6,498 | New |
| Coppell Advisory Solutions LLC | 6,590 | $398.3K | 0.14% | +604+10.1% | Added |
| Coppell Advisory Solutions Corp. | 6,590 | $398.3K | 0.14% | +604+10.1% | Added |
| IHT Wealth Management, LLC | 6,566 | $401.3K | 0.02% | +573+9.6% | Added |
| Kornitzer Capital Management Inc | 6,579 | $402.1K | 0.01% | −10−0.2% | Reduced |
| Avantax Advisory Services, Inc. | 6,666 | $407.5K | 0.00% | +1,855+38.6% | Added |
| Jeppson Wealth Management, LLC | 6,688 | $408.8K | 0.18% | −449−6.3% | Reduced |
| Benjamin Edwards Inc | 6,686 | $409.0K | 0.10% | −53,551−88.9% | Reduced |
| Arete Wealth Advisors, LLC | 6,684 | $409.0K | 0.03% | +651+10.8% | Added |
| Virtue Capital Management, LLC | 6,649 | $412.4K | 0.07% | +214+3.3% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 6,858 | $419.2K | 0.00% | −27,028−79.8% | Reduced |
| Raymond James Trust N.A. | 6,989 | $427.0K | 0.01% | +13+0.2% | Added |
| Chicago Partners Investment Group LLC | 6,823 | $430.5K | 0.03% | +69+1.0% | Added |
| Metis Global Partners, LLC | 7,124 | $435.4K | 0.03% | +2,364+49.7% | Added |
| Garner Asset Management Corp | 7,161 | $438.0K | 0.21% | −84−1.2% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 7,216 | $441.0K | 0.01% | +22+0.3% | Added |
| Trust Co | 7,217 | $441.1K | 0.07% | 00.0% | Unchanged |
| Iams Wealth Management, LLC | 7,337 | $443.5K | 0.37% | +2,739+59.6% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 7,290 | $446.0K | 0.02% | −2,030−21.8% | Reduced |
| Wealthfront Advisers LLC | 7,337 | $448.4K | 0.00% | −28,456−79.5% | Reduced |
| Change Path, LLC | 7,400 | $452.0K | 0.02% | +211+2.9% | Added |
| Vinva Investment Management Ltd | 7,611 | $460.1K | 0.04% | +7,611 | New |