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 |
|---|---|---|---|---|---|
| KCM Investment Advisors LLC | 7,615 | $465.4K | 0.02% | −387−4.8% | Reduced |
| Wade G W & Inc | 7,861 | $480.0K | 0.02% | −14−0.2% | Reduced |
| Atria Wealth Solutions, Inc. | 7,865 | $480.7K | 0.01% | +796+11.3% | Added |
| Nicolet Bankshares Inc | 8,000 | $489.0K | 0.16% | 00.0% | Unchanged |
| Moors & Cabot, Inc. | 8,021 | $490.2K | 0.03% | −550−6.4% | Reduced |
| Lido Advisors, LLC | 8,049 | $492.0K | 0.01% | +2,952+57.9% | Added |
| Country Club Bank | 8,183 | $494.7K | 0.04% | +1,375+20.2% | Added |
| Naples Global Advisors, LLC | 8,139 | $497.5K | 0.06% | +400+5.2% | Added |
| Proequities, Inc. | 8,154 | $498.4K | 0.04% | +399+5.1% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 8,167 | $499.0K | 0.04% | −58−0.7% | Reduced |
| Lazard Asset Management LLC | 8,256 | $504.0K | 0.00% | −49−0.6% | Reduced |
| Financial Advisory Service, Inc. | 8,274 | $505.7K | 0.05% | +8,274 | New |
| Equitable Holdings, Inc. | 8,288 | $506.6K | 0.01% | +4,499+118.7% | Added |
| Smith, Moore & Co. | 8,611 | $526.3K | 0.07% | +428+5.2% | Added |
| Hennion & Walsh Asset Management, Inc. | 8,680 | $531.0K | 0.03% | +2,239+34.8% | Added |
| Keybank National Association | 8,798 | $537.7K | 0.00% | −3,977−31.1% | Reduced |
| Larson Financial Group LLC | 8,807 | $538.3K | 0.06% | −1,911−17.8% | Reduced |
| AIA Group Ltd | 8,842 | $540.4K | 0.03% | −1,277−12.6% | Reduced |
| Cypress Capital Group | 8,933 | $546.0K | 0.08% | +674+8.2% | Added |
| Burns Matteson Capital Management, LLC | 8,967 | $548.1K | 0.35% | +8,967 | New |
| Fairview Capital Investment Management, LLC | 9,000 | $550.1K | 0.04% | 00.0% | Unchanged |
| Trust Co of Kansas | 9,019 | $551.0K | 0.35% | 00.0% | Unchanged |
| Arrowstreet Capital, Limited Partnership | 9,026 | $552.0K | 0.00% | +9,026 | New |
| Alps Advisors Inc | 9,143 | $558.8K | 0.00% | −700−7.1% | Reduced |
| Wexford Capital LP | 9,297 | $568.2K | 0.12% | −34,949−79.0% | Reduced |
| Bleakley Financial Group, LLC | 9,423 | $576.0K | 0.02% | +413+4.6% | Added |
| Synovus Financial Corp | 9,677 | $591.5K | 0.01% | +351+3.8% | Added |
| Shell Asset Management Co | 9,700 | $593.0K | 0.02% | +703+7.8% | Added |
| Nordea Investment Management AB | 9,803 | $596.3K | 0.00% | 00.0% | Unchanged |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 10,091 | $617.0K | 0.00% | −438−4.2% | Reduced |
| Mattern Wealth Management LLC | 10,169 | $621.6K | 0.21% | −489−4.6% | Reduced |
| Metropolitan Life Insurance Co | 10,266 | $627.5K | 0.03% | −3,009−22.7% | Reduced |
| Voloridge Investment Management, LLC | 10,289 | $628.9K | 0.00% | −126,842−92.5% | Reduced |
| Profund Advisors LLC | 10,425 | $637.2K | 0.04% | −589−5.3% | Reduced |
| Exchange Traded Concepts, LLC | 10,482 | $640.7K | 0.02% | +1,110+11.8% | Added |
| Crossmark Global Holdings, Inc. | 10,506 | $642.0K | 0.02% | −630−5.7% | Reduced |
| Capital Fund Management S.A. | 10,528 | $643.5K | 0.01% | +10,528 | New |
| Jefferies Financial Group Inc. | 10,600 | $647.9K | 0.01% | +10,600 | New |
| New Mexico Educational Retirement Board | 10,650 | $651.0K | 0.03% | −300−2.7% | Reduced |
| KBC Group NV | 10,650 | $651.0K | 0.00% | 00.0% | Unchanged |
| Blair William & Co | 10,945 | $668.9K | 0.00% | 00.0% | Unchanged |
| Verition Fund Management LLC | 10,984 | $671.3K | 0.01% | −88,722−89.0% | Reduced |
| Cubist Systematic Strategies, LLC | 11,096 | $678.2K | 0.01% | −160,395−93.5% | Reduced |
| Janney Montgomery Scott LLC | 11,259 | $688.0K | 0.00% | −532−4.5% | Reduced |
| Kestra Advisory Services, LLC | 11,270 | $688.8K | 0.01% | −5,380−32.3% | Reduced |
| Amica Retiree Medical Trust | 11,548 | $706.0K | 0.75% | +1,541+15.4% | Added |
| CIBC World Markets Corp | 11,607 | $709.4K | 0.01% | −15,378−57.0% | Reduced |
| Norinchukin Bank, The | 11,798 | $721.1K | 0.01% | +451+4.0% | Added |
| JustInvest LLC | 11,979 | $732.2K | 0.03% | +3,380+39.3% | Added |
| Midwest Financial Group LLC | 12,301 | $752.0K | 0.69% | +12,301 | New |
| Steward Partners Investment Advisory, LLC | 12,418 | $759.0K | 0.01% | +1,077+9.5% | Added |
| Hancock Whitney Corp | 12,884 | $788.0K | 0.03% | −2,917−18.5% | Reduced |
| Dynamic Advisor Solutions LLC | 12,977 | $793.2K | 0.05% | +446+3.6% | Added |
| Sawtooth Solutions, LLC | 13,049 | $797.6K | 0.02% | +265+2.1% | Added |
| FineMark National Bank & Trust | 13,264 | $810.7K | 0.03% | −941−6.6% | Reduced |
| Assetmark, Inc | 13,333 | $814.9K | 0.00% | +603+4.7% | Added |
| Lion Street Advisors, LLC | 13,373 | $817.4K | 0.25% | +4,047+43.4% | Added |
| Brookstone Capital Management | 13,287 | $824.6K | 0.02% | +4,789+56.4% | Added |
| Moody National Bank Trust Division | 13,730 | $839.2K | 0.07% | +102+0.7% | Added |
| Quantinno Capital Management LP | 13,767 | $841.0K | 0.06% | +13,767 | New |
| Private Advisor Group, LLC | 13,778 | $842.1K | 0.01% | +13,778 | New |
| Cetera Advisor Networks LLC | 13,824 | $844.9K | 0.01% | −652−4.5% | Reduced |
| Pacer Advisors, Inc. | 14,003 | $855.9K | 0.00% | −177,395−92.7% | Reduced |
| Louisiana State Employees Retirement System | 14,900 | $910.7K | 0.02% | +100+0.7% | Added |
| PointState Capital LP | 14,914 | $911.5K | 0.05% | +14,914 | New |
| Financial Partners Group, Inc | 15,216 | $930.0K | 0.21% | −1,091−6.7% | Reduced |
| J.W. Cole Advisors, Inc. | 15,450 | $944.3K | 0.07% | +1,490+10.7% | Added |
| Edmonds Duncan Registered Investment Advisors, LLC | 15,500 | $947.4K | 0.29% | +20.0% | Added |
| CoreFirst Bank & Trust | 15,508 | $947.8K | 0.69% | −1,649−9.6% | Reduced |
| SeaCrest Wealth Management, LLC | 15,865 | $969.7K | 0.13% | +11+0.1% | Added |
| Albion Financial Group | 16,070 | $982.2K | 0.09% | 00.0% | Unchanged |
| Jane Street Group, LLC | 16,585 | $1.01M | 0.00% | +16,585 | New |
| Rafferty Asset Management, LLC | 16,857 | $1.03M | 0.01% | +1,887+12.6% | Added |
| Prospera Financial Services Inc | 17,269 | $1.06M | 0.04% | +3,294+23.6% | Added |
| Maryland State Retirement & Pension System | 17,360 | $1.06M | 0.02% | 00.0% | Unchanged |
| Pathway Financial Advisers, LLC | 17,550 | $1.07M | 0.43% | +1,751+11.1% | Added |
| Cetera Investment Advisers | 17,942 | $1.10M | 0.01% | +2,673+17.5% | Added |
| Kentucky Retirement Systems | 18,149 | $1.11M | 0.04% | +104+0.6% | Added |
| First Republic Investment Management, Inc. | 18,201 | $1.11M | 0.00% | −1,517−7.7% | Reduced |
| Carnegie Capital Asset Management, LLC | 18,552 | $1.13M | 0.05% | +3,756+25.4% | Added |
| Securian Asset Management, Inc | 18,884 | $1.15M | 0.03% | +114+0.6% | Added |
| Hartford Investment Management Co | 19,294 | $1.18M | 0.04% | +2,657+16.0% | Added |
| Vestcor Inc | 19,338 | $1.18M | 0.04% | +13,894+255.2% | Added |
| Kayne Anderson Capital Advisors LP | 19,765 | $1.21M | 0.04% | −27,698−58.4% | Reduced |
| Brookmont Capital Management | 19,798 | $1.21M | 0.76% | +22+0.1% | Added |
| Capital International Inc | 20,190 | $1.23M | 0.02% | −861−4.1% | Reduced |
| British Columbia Investment Management Corp | 20,482 | $1.25M | 0.01% | +280+1.4% | Added |
| The PNC Financial Services Group, Inc. | 20,694 | $1.26M | 0.00% | +1,430+7.4% | Added |
| Teachers Retirement System of the State of Kentucky | 20,899 | $1.28M | 0.01% | 00.0% | Unchanged |
| Adamsbrown Wealth Consultants LLC | 20,900 | $1.28M | 0.74% | +1,410+7.2% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 21,462 | $1.31M | 0.02% | −12,764−37.3% | Reduced |
| Baird Financial Group, Inc. | 21,548 | $1.32M | 0.00% | +2,302+12.0% | Added |
| Advisors Asset Management, Inc. | 21,736 | $1.33M | 0.03% | +3,645+20.1% | Added |
| Northwestern Mutual Wealth Management Co | 21,941 | $1.34M | 0.00% | +1,412+6.9% | Added |
| FORA Capital, LLC | 21,946 | $1.34M | 0.13% | +17,840+434.5% | Added |
| Pensionfund Sabic | 22,000 | $1.34M | 0.47% | 00.0% | Unchanged |
| Retirement Planning Group | 22,055 | $1.35M | 0.14% | +439+2.0% | Added |
| Tower Research Capital LLC (TRC) | 23,038 | $1.41M | 0.04% | −4,491−16.3% | Reduced |
| LMCG Investments, LLC | 24,098 | $1.47M | 0.10% | +524+2.2% | Added |
| Cerity Partners LLC | 8,730 | $1.48M | 0.01% | −252−2.8% | Reduced |