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 |
|---|---|---|---|---|---|
| Sawtooth Solutions, LLC | 13,049 | $797.6K | 0.02% | +265+2.1% | Added |
| Dynamic Advisor Solutions LLC | 12,977 | $793.2K | 0.05% | +446+3.6% | Added |
| Hancock Whitney Corp | 12,884 | $788.0K | 0.03% | −2,917−18.5% | Reduced |
| Steward Partners Investment Advisory, LLC | 12,418 | $759.0K | 0.01% | +1,077+9.5% | Added |
| Midwest Financial Group LLC | 12,301 | $752.0K | 0.69% | +12,301 | New |
| JustInvest LLC | 11,979 | $732.2K | 0.03% | +3,380+39.3% | Added |
| Norinchukin Bank, The | 11,798 | $721.1K | 0.01% | +451+4.0% | Added |
| CIBC World Markets Corp | 11,607 | $709.4K | 0.01% | −15,378−57.0% | Reduced |
| Amica Retiree Medical Trust | 11,548 | $706.0K | 0.75% | +1,541+15.4% | Added |
| Kestra Advisory Services, LLC | 11,270 | $688.8K | 0.01% | −5,380−32.3% | Reduced |
| Janney Montgomery Scott LLC | 11,259 | $688.0K | 0.00% | −532−4.5% | Reduced |
| Cubist Systematic Strategies, LLC | 11,096 | $678.2K | 0.01% | −160,395−93.5% | Reduced |
| Verition Fund Management LLC | 10,984 | $671.3K | 0.01% | −88,722−89.0% | Reduced |
| Blair William & Co | 10,945 | $668.9K | 0.00% | 00.0% | Unchanged |
| 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 |
| Jefferies Financial Group Inc. | 10,600 | $647.9K | 0.01% | +10,600 | New |
| Capital Fund Management S.A. | 10,528 | $643.5K | 0.01% | +10,528 | New |
| Crossmark Global Holdings, Inc. | 10,506 | $642.0K | 0.02% | −630−5.7% | Reduced |
| Exchange Traded Concepts, LLC | 10,482 | $640.7K | 0.02% | +1,110+11.8% | Added |
| Profund Advisors LLC | 10,425 | $637.2K | 0.04% | −589−5.3% | Reduced |
| Voloridge Investment Management, LLC | 10,289 | $628.9K | 0.00% | −126,842−92.5% | Reduced |
| Metropolitan Life Insurance Co | 10,266 | $627.5K | 0.03% | −3,009−22.7% | Reduced |
| Mattern Wealth Management LLC | 10,169 | $621.6K | 0.21% | −489−4.6% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 10,091 | $617.0K | 0.00% | −438−4.2% | Reduced |
| Nordea Investment Management AB | 9,803 | $596.3K | 0.00% | 00.0% | Unchanged |
| Shell Asset Management Co | 9,700 | $593.0K | 0.02% | +703+7.8% | Added |
| Synovus Financial Corp | 9,677 | $591.5K | 0.01% | +351+3.8% | Added |
| Bleakley Financial Group, LLC | 9,423 | $576.0K | 0.02% | +413+4.6% | Added |
| Wexford Capital LP | 9,297 | $568.2K | 0.12% | −34,949−79.0% | Reduced |
| Alps Advisors Inc | 9,143 | $558.8K | 0.00% | −700−7.1% | Reduced |
| Arrowstreet Capital, Limited Partnership | 9,026 | $552.0K | 0.00% | +9,026 | New |
| Trust Co of Kansas | 9,019 | $551.0K | 0.35% | 00.0% | Unchanged |
| Fairview Capital Investment Management, LLC | 9,000 | $550.1K | 0.04% | 00.0% | Unchanged |
| Burns Matteson Capital Management, LLC | 8,967 | $548.1K | 0.35% | +8,967 | New |
| Cypress Capital Group | 8,933 | $546.0K | 0.08% | +674+8.2% | Added |
| AIA Group Ltd | 8,842 | $540.4K | 0.03% | −1,277−12.6% | Reduced |
| Larson Financial Group LLC | 8,807 | $538.3K | 0.06% | −1,911−17.8% | Reduced |
| Keybank National Association | 8,798 | $537.7K | 0.00% | −3,977−31.1% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 8,680 | $531.0K | 0.03% | +2,239+34.8% | Added |
| Smith, Moore & Co. | 8,611 | $526.3K | 0.07% | +428+5.2% | Added |
| Equitable Holdings, Inc. | 8,288 | $506.6K | 0.01% | +4,499+118.7% | Added |
| Financial Advisory Service, Inc. | 8,274 | $505.7K | 0.05% | +8,274 | New |
| Lazard Asset Management LLC | 8,256 | $504.0K | 0.00% | −49−0.6% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 8,167 | $499.0K | 0.04% | −58−0.7% | Reduced |
| Proequities, Inc. | 8,154 | $498.4K | 0.04% | +399+5.1% | Added |
| Naples Global Advisors, LLC | 8,139 | $497.5K | 0.06% | +400+5.2% | Added |
| Country Club Bank | 8,183 | $494.7K | 0.04% | +1,375+20.2% | Added |
| Lido Advisors, LLC | 8,049 | $492.0K | 0.01% | +2,952+57.9% | Added |
| Moors & Cabot, Inc. | 8,021 | $490.2K | 0.03% | −550−6.4% | Reduced |
| Nicolet Bankshares Inc | 8,000 | $489.0K | 0.16% | 00.0% | Unchanged |
| Atria Wealth Solutions, Inc. | 7,865 | $480.7K | 0.01% | +796+11.3% | Added |
| Wade G W & Inc | 7,861 | $480.0K | 0.02% | −14−0.2% | Reduced |
| KCM Investment Advisors LLC | 7,615 | $465.4K | 0.02% | −387−4.8% | Reduced |
| Vinva Investment Management Ltd | 7,611 | $460.1K | 0.04% | +7,611 | New |
| Change Path, LLC | 7,400 | $452.0K | 0.02% | +211+2.9% | Added |
| Wealthfront Advisers LLC | 7,337 | $448.4K | 0.00% | −28,456−79.5% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 7,290 | $446.0K | 0.02% | −2,030−21.8% | Reduced |
| Iams Wealth Management, LLC | 7,337 | $443.5K | 0.37% | +2,739+59.6% | Added |
| Trust Co | 7,217 | $441.1K | 0.07% | 00.0% | Unchanged |
| Northwestern Mutual Investment Management Company, LLC | 7,216 | $441.0K | 0.01% | +22+0.3% | Added |
| Garner Asset Management Corp | 7,161 | $438.0K | 0.21% | −84−1.2% | Reduced |
| Metis Global Partners, LLC | 7,124 | $435.4K | 0.03% | +2,364+49.7% | Added |
| Chicago Partners Investment Group LLC | 6,823 | $430.5K | 0.03% | +69+1.0% | Added |
| Raymond James Trust N.A. | 6,989 | $427.0K | 0.01% | +13+0.2% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 6,858 | $419.2K | 0.00% | −27,028−79.8% | Reduced |
| Virtue Capital Management, LLC | 6,649 | $412.4K | 0.07% | +214+3.3% | Added |
| 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 |
| Jeppson Wealth Management, LLC | 6,688 | $408.8K | 0.18% | −449−6.3% | Reduced |
| Avantax Advisory Services, Inc. | 6,666 | $407.5K | 0.00% | +1,855+38.6% | Added |
| Kornitzer Capital Management Inc | 6,579 | $402.1K | 0.01% | −10−0.2% | Reduced |
| IHT Wealth Management, LLC | 6,566 | $401.3K | 0.02% | +573+9.6% | Added |
| 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 |
| Cornerstone Wealth Management, LLC | 6,498 | $397.1K | 0.04% | +6,498 | New |
| Waterfront Wealth Inc. | 6,441 | $393.7K | 0.13% | 00.0% | Unchanged |
| Banco Bilbao Vizcaya Argentaria, S.A. | 6,306 | $385.4K | 0.00% | +1,271+25.2% | Added |
| John G Ullman & Associates Inc | 6,200 | $379.0K | 0.06% | 00.0% | Unchanged |
| GWM Advisors LLC | 6,173 | $377.3K | 0.00% | −117−1.9% | Reduced |
| CWM Advisors, LLC | 6,167 | $376.9K | 0.05% | −2,613−29.8% | Reduced |
| Empirical Finance, LLC | 6,158 | $376.4K | 0.04% | +316+5.4% | Added |
| Dynamic Technology Lab Private Ltd | 6,028 | $368.0K | 0.03% | −6,211−50.7% | Reduced |
| Cetera Advisors LLC | 6,004 | $367.0K | 0.01% | −59−1.0% | Reduced |
| BKD Wealth Advisors, LLC | 5,991 | $366.2K | 0.01% | +10.0% | Added |
| Intrust Bank NA | 5,874 | $359.0K | 0.05% | −55−0.9% | Reduced |
| Veritable, L.P. | 5,827 | $356.1K | 0.01% | +51+0.9% | Added |
| Centiva Capital, LP | 5,780 | $353.3K | 0.02% | +5,780 | New |
| Gilbert & Cook, Inc. | 5,676 | $346.9K | 0.06% | +77+1.4% | Added |
| IFP Advisors, Inc | 6,367 | $345.4K | 0.02% | −678−9.6% | Reduced |
| Garrett Investment Advisors LLC | 5,632 | $344.2K | 0.05% | +322+6.1% | Added |
| Hudock, Inc. | 5,579 | $341.0K | 0.08% | +20.0% | Added |
| CAPROCK Group, Inc. | 5,534 | $338.2K | 0.03% | +2,316+72.0% | Added |
| Resources Investment Advisors, LLC. | 5,512 | $336.9K | 0.01% | +488+9.7% | Added |
| Petrus Trust Company, LTA | 5,485 | $335.2K | 0.04% | +5,485 | New |
| Oak Thistle LLC | 5,479 | $334.9K | 0.20% | +5,479 | New |
| Raleigh Capital Management Inc. | 5,475 | $334.6K | 0.17% | +188+3.6% | Added |
| D.B. Root & Company, LLC | 5,395 | $329.7K | 0.13% | −20.0% | Reduced |
| Credential Qtrade Securities Inc. | 5,341 | $326.4K | 0.02% | −21−0.4% | Reduced |
| Jones Financial Companies LLLP | 5,290 | $323.3K | 0.00% | +3,531+200.7% | Added |