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 |
|---|---|---|---|---|---|
| AQR Capital Management LLC | 554,940 | $33.7M | 0.07% | +16,391+3.0% | Added |
| Envestnet Asset Management Inc | 606,871 | $34.4M | 0.02% | +77,062+14.5% | Added |
| Vaughan David Investments LLC | 579,843 | $35.4M | 1.07% | +12,372+2.2% | Added |
| Jupiter Asset Management Ltd | 615,475 | $37.6M | 0.52% | +166,950+37.2% | Added |
| Nuveen Asset Management, LLC | 617,515 | $37.7M | 0.01% | −247,196−28.6% | Reduced |
| Amundi | 599,445 | $37.9M | 0.02% | +46,162+8.3% | Added |
| Zacks Investment Management | 630,272 | $38.5M | 0.52% | +34,038+5.7% | Added |
| LSV Asset Management | 662,981 | $40.5M | 0.09% | −83,400−11.2% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 665,510 | $40.7M | 0.03% | −3,229−0.5% | Reduced |
| Adage Capital Partners GP, L.L.C. | 729,882 | $44.6M | 0.10% | +271,400+59.2% | Added |
| 1832 Asset Management L.P. | 777,242 | $47.5M | 0.10% | −66,400−7.9% | Reduced |
| Scout Investments, Inc. | 804,919 | $49.2M | 1.00% | −363,108−31.1% | Reduced |
| UBS Asset Management Americas Inc | 827,542 | $50.6M | 0.02% | −8,947−1.1% | Reduced |
| Deutsche Bank AG | 853,822 | $52.2M | 0.03% | −940,153−52.4% | Reduced |
| Empower Advisory Group, LLC | 866,005 | $52.3M | 0.24% | +866,005 | New |
| APG Asset Management N.V. | 957,150 | $53.8M | 0.11% | +320.0% | Added |
| Dimensional Fund Advisors LP | 891,972 | $54.5M | 0.02% | −5,507−0.6% | Reduced |
| Bank of America Corp | 909,261 | $55.6M | 0.01% | −211,797−18.9% | Reduced |
| Swiss National Bank | 911,026 | $55.7M | 0.04% | −21,800−2.3% | Reduced |
| Allianz Asset Management GmbH | 948,254 | $58.0M | 0.12% | +18,726+2.0% | Added |
| Duff & Phelps Investment Management Co | 1,073,456 | $65.6M | 0.80% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 1,147,640 | $70.1M | 0.01% | −830,975−42.0% | Reduced |
| Manning & Napier Group, LLC | 1,204,226 | $73.6M | 0.86% | −1,336−0.1% | Reduced |
| Zimmer Partners, LP | 1,235,418 | $75.5M | 1.55% | −903,482−42.2% | Reduced |
| Thompson Siegel & Walmsley LLC | 1,297,855 | $79.3M | 1.28% | +118,065+10.0% | Added |
| Charles Schwab Investment Management Inc | 1,345,792 | $82.3M | 0.02% | +2,440+0.2% | Added |
| American Century Companies Inc | 1,384,493 | $84.6M | 0.07% | +254,413+22.5% | Added |
| Victory Capital Management Inc | 1,453,694 | $88.8M | 0.10% | −98,069−6.3% | Reduced |
| California Public Employees Retirement System | 1,472,812 | $90.0M | 0.08% | −48,737−3.2% | Reduced |
| Gabelli Funds LLC | 1,503,700 | $91.9M | 0.70% | −9,000−0.6% | Reduced |
| First Trust Advisors LP | 1,708,816 | $104.4M | 0.12% | +38,256+2.3% | Added |
| Epoch Investment Partners, Inc. | 1,731,010 | $105.8M | 0.63% | +75,080+4.5% | Added |
| Ameriprise Financial Inc | 1,739,012 | $106.3M | 0.03% | +43,078+2.5% | Added |
| Massachusetts Financial Services Co | 1,841,674 | $112.6M | 0.04% | +40,707+2.3% | Added |
| Morgan Stanley | 1,907,704 | $116.6M | 0.01% | +162,590+9.3% | Added |
| Millennium Management LLC | 1,970,544 | $120.4M | 0.14% | −1,179,538−37.4% | Reduced |
| Federated Hermes, Inc. | 2,068,121 | $126.4M | 0.32% | +2,061,019+29,020.3% | Added |
| Legal & General Group Plc | 2,174,666 | $132.9M | 0.05% | −113,132−4.9% | Reduced |
| Bank of New York Mellon Corp | 2,180,376 | $133.3M | 0.03% | −27,410−1.2% | Reduced |
| Pictet Asset Management SA | 2,235,291 | $136.6M | 0.17% | −58,126−2.5% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 2,296,090 | $140.3M | 0.34% | −830,831−26.6% | Reduced |
| Cohen & Steers, Inc. | 2,329,177 | $142.4M | 0.31% | +358,219+18.2% | Added |
| Bluescape Energy Partners LLC | 2,657,473 | $162.4M | 33.76% | 00.0% | Unchanged |
| Northern Trust Corp | 2,970,572 | $181.6M | 0.04% | +65,665+2.3% | Added |
| Magellan Asset Management Ltd | 3,587,029 | $219.2M | 1.87% | −148,582−4.0% | Reduced |
| Geode Capital Management, LLC | 5,060,466 | $308.6M | 0.04% | +91,488+1.8% | Added |
| Franklin Resources Inc | 5,181,341 | $316.7M | 0.16% | +146,937+2.9% | Added |
| Invesco Ltd. | 5,464,088 | $334.0M | 0.09% | +288,048+5.6% | Added |
| FMR LLC | 5,502,125 | $336.3M | 0.03% | −77,549−1.4% | Reduced |
| Capital International Investors | 6,896,672 | $421.5M | 0.11% | −215,825−3.0% | Reduced |
| Price T Rowe Associates Inc | 10,433,440 | $637.7M | 0.10% | +10,128,549+3,322.0% | Added |
| State Street Corp | 14,066,829 | $859.8M | 0.05% | −183,992−1.3% | Reduced |
| BlackRock Inc. | 18,259,571 | $1.12B | 0.03% | −477,243−2.5% | Reduced |
| Vanguard Group Inc | 29,445,258 | $1.80B | 0.05% | +201,855+0.7% | Added |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −278,600−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −225,943−100.0% | Sold out |
| Decade Renewable Partners LP | 0 | $0 | 0.00% | −167,400−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −133,721−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −117,379−100.0% | Sold out |
| 44 Wealth Management LLC | 0 | $0 | 0.00% | −96,190−100.0% | Sold out |
| Connor, Clark & Lunn Investment Management Ltd. | 0 | $0 | 0.00% | −92,090−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −84,195−100.0% | Sold out |
| Commonwealth Retirement Investments LLC | 0 | $0 | 0.00% | −61,859−100.0% | Sold out |
| Penserra Capital Management LLC | 0 | $0 | 0.00% | −55,267−100.0% | Sold out |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −51,124−100.0% | Sold out |
| Bridgewater Associates, LP | 0 | $0 | 0.00% | −42,266−100.0% | Sold out |
| CTC Capital Management, LLC | 0 | $0 | 0.00% | −37,650−100.0% | Sold out |
| Agf Management Ltd | 0 | $0 | 0.00% | −26,762−100.0% | Sold out |
| Capital International Sarl | 0 | $0 | 0.00% | −26,257−100.0% | Sold out |
| Los Angeles Capital Management LLC | 0 | $0 | 0.00% | −23,985−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −21,367−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −18,249−100.0% | Sold out |
| Point72 Middle East FZE | 0 | $0 | 0.00% | −17,345−100.0% | Sold out |
| Investment Management Corp of Ontario | 0 | $0 | 0.00% | −16,925−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −16,302−100.0% | Sold out |
| Inceptionr LLC | 0 | $0 | 0.00% | −14,666−100.0% | Sold out |
| Toews Corp | 0 | $0 | 0.00% | −12,400−100.0% | Sold out |
| Man Group plc | 0 | $0 | 0.00% | −11,858−100.0% | Sold out |
| Bayesian Capital Management, LP | 0 | $0 | 0.00% | −11,761−100.0% | Sold out |
| Bridgefront Capital, LLC | 0 | $0 | 0.00% | −11,394−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −8,449−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −7,704−100.0% | Sold out |
| Capula Management Ltd | 0 | $0 | 0.00% | −7,120−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −7,044−100.0% | Sold out |
| Balentine LLC | 0 | $0 | 0.00% | −6,693−100.0% | Sold out |
| Park Avenue Securities LLC | 0 | $0 | 0.00% | −6,551−100.0% | Sold out |
| Virtus ETF Advisers LLC | 0 | $0 | 0.00% | −6,491−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −6,046−100.0% | Sold out |
| Contravisory Investment Management, Inc. | 0 | $0 | 0.00% | −5,968−100.0% | Sold out |
| NinePointTwo Capital | 0 | $0 | 0.00% | −5,140−100.0% | Sold out |
| Total Clarity Wealth Management, Inc. | 0 | $0 | 0.00% | −4,659−100.0% | Sold out |
| Great Valley Advisor Group, Inc. | 0 | $0 | 0.00% | −4,619−100.0% | Sold out |
| ONE Advisory Partners, LLC | 0 | $0 | 0.00% | −4,153−100.0% | Sold out |
| Glassy Mountain Advisors, Inc. | 0 | $0 | 0.00% | −4,105−100.0% | Sold out |
| Morningstar Investment Services LLC | 0 | $0 | 0.00% | −3,896−100.0% | Sold out |
| Aptus Capital Advisors, LLC | 0 | $0 | 0.00% | −3,833−100.0% | Sold out |
| Mirador Capital Partners LP | 0 | $0 | 0.00% | −3,827−100.0% | Sold out |
| Meeder Asset Management Inc | 0 | $0 | 0.00% | −3,714−100.0% | Sold out |
| Westwood Holdings Group Inc. | 0 | $0 | 0.00% | −3,656−100.0% | Sold out |
| Patton Fund Management, Inc. | 0 | $0 | 0.00% | −3,330−100.0% | Sold out |