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 |
|---|---|---|---|---|---|
| Westpac Banking Corp | 81,551 | $4.98M | 0.07% | +4,783+6.2% | Added |
| SG Americas Securities, LLC | 84,404 | $5.16M | 0.07% | +70,275+497.4% | Added |
| Advisor Group Holdings, Inc. | 85,235 | $5.21M | 0.01% | +9,261+12.2% | Added |
| Creative Planning | 85,738 | $5.24M | 0.01% | −2,702−3.1% | Reduced |
| Bridgecreek Investment Management, LLC | 86,400 | $5.28M | 1.09% | −700−0.8% | Reduced |
| Summit Global Investments | 87,522 | $5.35M | 0.41% | +10.0% | Added |
| USS Investment Management Ltd | 89,772 | $5.49M | 0.08% | 00.0% | Unchanged |
| Ledyard National Bank | 90,308 | $5.52M | 0.63% | −1,055−1.2% | Reduced |
| Mutual of America Capital Management LLC | 91,091 | $5.57M | 0.07% | −508−0.6% | Reduced |
| Ontario Teachers Pension Plan Board | 93,117 | $5.69M | 0.06% | +28,867+44.9% | Added |
| Amica Mutual Insurance Co | 94,794 | $5.79M | 0.65% | +11,438+13.7% | Added |
| Schaper Benz & Wise Investment Counsel Inc | 95,497 | $5.84M | 0.59% | +3,790+4.1% | Added |
| Treasurer of the State of North Carolina | 97,203 | $5.94M | 0.03% | −55,522−36.4% | Reduced |
| Oppenheimer & Co Inc | 98,481 | $6.02M | 0.13% | +1,222+1.3% | Added |
| Moneta Group Investment Advisors LLC | 98,727 | $6.03M | 0.14% | +20,091+25.5% | Added |
| Walleye Capital LLC | 101,610 | $6.21M | 0.13% | +55,450+120.1% | Added |
| Truist Financial Corp | 102,814 | $6.28M | 0.01% | +16,272+18.8% | Added |
| Toronto Dominion Bank | 106,070 | $6.48M | 0.01% | −9,471−8.2% | Reduced |
| Great West Life Assurance Co | 107,411 | $6.57M | 0.02% | −1,842−1.7% | Reduced |
| Bank of Montreal | 110,113 | $6.73M | 0.00% | −29,683−21.2% | Reduced |
| Public Employees Retirement System of Ohio | 114,832 | $7.02M | 0.03% | −1,306−1.1% | Reduced |
| Mn Services Vermogensbeheer B.V. | 116,600 | $7.13M | 0.07% | +4,500+4.0% | Added |
| Tortoise Capital Advisors, L.L.C. | 119,587 | $7.31M | 0.11% | +10,747+9.9% | Added |
| Natixis | 120,080 | $7.34M | 0.07% | +120,080 | New |
| Intech Investment Management LLC | 120,349 | $7.36M | 0.06% | −2,932−2.4% | Reduced |
| Silvercrest Asset Management Group LLC | 123,800 | $7.57M | 0.06% | 00.0% | Unchanged |
| State of New Jersey Common Pension Fund D | 127,998 | $7.82M | 0.03% | +4,222+3.4% | Added |
| Macquarie Group Ltd | 129,053 | $7.89M | 0.01% | −14,745−10.3% | Reduced |
| State of Wisconsin Investment Board | 129,381 | $7.91M | 0.02% | +5,518+4.5% | Added |
| Mackenzie Financial Corp | 129,997 | $7.95M | 0.01% | +4,476+3.6% | Added |
| Chevy Chase Trust Holdings, Inc. | 133,638 | $8.17M | 0.03% | +1,319+1.0% | Added |
| Susquehanna International Group, LLP | 138,895 | $8.49M | 0.01% | +53,088+61.9% | Added |
| Brandywine Global Investment Management, LLC | 140,101 | $8.56M | 0.07% | −9,613−6.4% | Reduced |
| Oppenheimer Asset Management Inc. | 140,533 | $8.59M | 0.13% | +65,132+86.4% | Added |
| Gateway Investment Advisers LLC | 141,517 | $8.65M | 0.11% | −60,395−29.9% | Reduced |
| WSFS Capital Management, LLC | 148,016 | $9.05M | 0.94% | +1,216+0.8% | Added |
| First Manhattan Co | 150,257 | $9.18M | 0.04% | −38,929−20.6% | Reduced |
| Greenland Capital Management LP | 156,867 | $9.59M | 1.14% | +156,867 | New |
| Sonora Investment Management Group, LLC | 157,047 | $9.60M | 0.84% | +22,192+16.5% | Added |
| Natixis Advisors, L.P. | 162,133 | $9.91M | 0.03% | +4,627+2.9% | Added |
| M&T Bank Corp | 168,576 | $10.3M | 0.04% | −168−0.1% | Reduced |
| LMR Partners LLP | 169,952 | $10.4M | 0.23% | +72,240+73.9% | Added |
| Manufacturers Life Insurance Company, The | 170,822 | $10.4M | 0.01% | +1,150+0.7% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 176,661 | $10.8M | 0.03% | +12,100+7.4% | Added |
| Leeward Investments, LLC - MA | 181,745 | $11.1M | 0.51% | −58,982−24.5% | Reduced |
| Renaissance Technologies LLC | 201,302 | $12.3M | 0.02% | −482,664−70.6% | Reduced |
| New York State Common Retirement Fund | 203,130 | $12.4M | 0.02% | −8,931−4.2% | Reduced |
| Asset Management One Co.,Ltd. | 205,522 | $12.6M | 0.06% | +9,337+4.8% | Added |
| Cullen/Frost Bankers, Inc. | 208,427 | $12.7M | 0.23% | +3,618+1.8% | Added |
| Wells Fargo & Company | 217,083 | $13.3M | 0.00% | −27,371−11.2% | Reduced |
| Credit Suisse AG | 218,436 | $13.4M | 0.01% | −5,961−2.7% | Reduced |
| Allspring Global Investments Holdings, LLC | 220,635 | $13.5M | 0.02% | +61,459+38.6% | Added |
| Voya Investment Management LLC | 220,689 | $13.5M | 0.01% | −2,327−1.0% | Reduced |
| Russell Investments Group, Ltd. | 224,465 | $13.7M | 0.03% | −64,636−22.4% | Reduced |
| Exencial Wealth Advisors, LLC | 224,980 | $13.8M | 0.71% | −4,187−1.8% | Reduced |
| Bank of Nova Scotia | 227,141 | $13.9M | 0.04% | +145,043+176.7% | Added |
| Two Sigma Investments, LP | 227,261 | $13.9M | 0.04% | +203,061+839.1% | Added |
| Assenagon Asset Management S.A. | 231,076 | $14.1M | 0.06% | +91,031+65.0% | Added |
| Barclays PLC | 237,877 | $14.5M | 0.02% | −167,131−41.3% | Reduced |
| Crawford Investment Counsel Inc | 259,754 | $15.9M | 0.34% | +22,471+9.5% | Added |
| Worldquant Millennium Advisors LLC | 264,090 | $16.1M | 0.30% | +85,111+47.6% | Added |
| HSBC Holdings PLC | 265,614 | $16.2M | 0.02% | −99,308−27.2% | Reduced |
| Yaupon Capital Management LP | 275,403 | $16.8M | 2.63% | +59,300+27.4% | Added |
| Wedge Capital Management L L P | 276,189 | $16.9M | 0.28% | −53,014−16.1% | Reduced |
| SEI Investments Co | 280,259 | $17.1M | 0.03% | +82,879+42.0% | Added |
| CIBC Private Wealth Group, LLC | 225,668 | $17.7M | 0.05% | +225,668 | New |
| Guggenheim Capital LLC | 289,371 | $17.7M | 0.15% | +11,911+4.3% | Added |
| GW Henssler & Associates Ltd | 298,402 | $18.2M | 1.21% | +87,056+41.2% | Added |
| Principal Financial Group Inc | 300,626 | $18.4M | 0.01% | +5,566+1.9% | Added |
| Citigroup Inc | 303,845 | $18.6M | 0.02% | −4,114−1.3% | Reduced |
| Ensign Peak Advisors, Inc | 309,416 | $18.9M | 0.04% | −44,810−12.7% | Reduced |
| State Board of Administration of Florida Retirement System | 316,455 | $19.3M | 0.04% | 00.0% | Unchanged |
| New York State Teachers Retirement System | 317,657 | $19.4M | 0.05% | −80.0% | Reduced |
| Citadel Advisors LLC | 335,520 | $20.5M | 0.02% | −916,828−73.2% | Reduced |
| National Pension Service | 342,827 | $20.7M | 0.04% | −25,269−6.9% | Reduced |
| Royal Bank of Canada | 355,054 | $21.7M | 0.01% | −165,157−31.7% | Reduced |
| Alliancebernstein L.P. | 359,675 | $22.0M | 0.01% | +1260.0% | Added |
| California State Teachers Retirement System | 361,096 | $22.1M | 0.03% | −3,747−1.0% | Reduced |
| Energy Income Partners, LLC | 362,098 | $22.1M | 0.49% | −26,914−6.9% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 378,509 | $23.1M | 0.20% | −14,232−3.6% | Reduced |
| Prudential Financial Inc | 357,555 | $23.5M | 0.04% | +20,657+6.1% | Added |
| Rhumbline Advisers | 391,371 | $23.9M | 0.03% | +5,714+1.5% | Added |
| CWM, LLC | 392,887 | $24.0M | 0.16% | +2,931+0.8% | Added |
| BNP Paribas Arbitrage, SA | 399,177 | $24.4M | 0.05% | +2,629+0.7% | Added |
| Goldman Sachs Group Inc | 403,888 | $24.7M | 0.01% | −586,165−59.2% | Reduced |
| Neuberger Berman Group LLC | 413,254 | $25.3M | 0.02% | +6,946+1.7% | Added |
| Canada Pension Plan Investment Board | 428,993 | $26.2M | 0.04% | +36,037+9.2% | Added |
| UBS Group AG | 436,367 | $26.7M | 0.01% | +166,105+61.5% | Added |
| TD Asset Management Inc | 436,577 | $26.7M | 0.03% | +27,761+6.8% | Added |
| Eagle Asset Management Inc | 437,853 | $26.8M | 0.16% | +6,074+1.4% | Added |
| Thrivent Financial for Lutherans | 449,027 | $27.4M | 0.07% | +126,186+39.1% | Added |
| HITE Hedge Asset Management LLC | 449,301 | $27.5M | 2.05% | −46,602−9.4% | Reduced |
| Gamco Investors, Inc. Et Al | 453,261 | $27.7M | 0.30% | −77,110−14.5% | Reduced |
| Martingale Asset Management L P | 465,883 | $28.5M | 0.55% | −3,637−0.8% | Reduced |
| Wellington Management Group LLP | 502,060 | $30.7M | 0.01% | +46,913+10.3% | Added |
| PFS Investments Inc. | 491,556 | $31.1M | 0.54% | +269,501+121.4% | Added |
| Captrust Financial Advisors | 527,058 | $32.2M | 0.14% | −118,535−18.4% | Reduced |
| Vaughan Nelson Investment Management, L.P. | 532,511 | $32.5M | 0.40% | +183,968+52.8% | Added |
| Old Republic International Corporation | 544,911 | $33.3M | 1.07% | 00.0% | Unchanged |
| RNC Capital Management LLC | 549,392 | $33.6M | 1.89% | +215,205+64.4% | Added |