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 |
|---|---|---|---|---|---|
| Integrated Wealth Concepts LLC | 5,267 | $322.0K | 0.01% | +5,267 | New |
| Peapack Gladstone Financial Corp | 5,374 | $319.0K | 0.01% | +122+2.3% | Added |
| Advisory Services Network, LLC | 5,149 | $314.7K | 0.01% | −544−9.6% | Reduced |
| Advisor OS, LLC | 5,115 | $312.6K | 0.08% | +1,530+42.7% | Added |
| GoalVest Advisory LLC | 5,093 | $311.3K | 0.18% | 00.0% | Unchanged |
| Regions Financial Corp | 5,090 | $311.0K | 0.00% | −400−7.3% | Reduced |
| Asahi Life Asset Management Co., Ltd. | 4,980 | $304.4K | 0.10% | +4,980 | New |
| William Allan, LLC | 4,935 | $301.6K | 0.24% | 00.0% | Unchanged |
| TownSquare Capital, LLC | 4,931 | $301.4K | 0.01% | −15−0.3% | Reduced |
| Tokio Marine Asset Management Co Ltd | 4,925 | $301.0K | 0.02% | 00.0% | Unchanged |
| Meeder Advisory Services, Inc. | 4,916 | $300.5K | 0.03% | +4,916 | New |
| Tocqueville Asset Management L.P. | 4,900 | $299.5K | 0.01% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 4,864 | $297.3K | 0.01% | +1,629+50.4% | Added |
| Advisor Partners II, LLC | 4,804 | $293.6K | 0.02% | +346+7.8% | Added |
| Fifth Third Bancorp | 4,730 | $289.1K | 0.00% | −2,068−30.4% | Reduced |
| Black Diamond Financial, LLC | 4,729 | $289.0K | 0.09% | 00.0% | Unchanged |
| Horizon Investment Services, LLC | 4,699 | $287.3K | 0.18% | −654−12.2% | Reduced |
| Savant Capital, LLC | 4,670 | $285.5K | 0.01% | +992+27.0% | Added |
| Central Trust Co | 4,655 | $284.5K | 0.01% | +28+0.6% | Added |
| Royal Fund Management, LLC | 4,627 | $282.8K | 0.04% | +13+0.3% | Added |
| Integris Wealth Management, LLC | 4,570 | $279.3K | 0.10% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 4,565 | $279.0K | 0.01% | +318+7.5% | Added |
| MainStreet Investment Advisors LLC | 4,561 | $278.8K | 0.03% | −248−5.2% | Reduced |
| Dakota Wealth Management | 4,500 | $275.0K | 0.02% | −453−9.1% | Reduced |
| Johnson Investment Counsel Inc | 4,499 | $275.0K | 0.00% | +41+0.9% | Added |
| Cresset Asset Management, LLC | 4,441 | $271.5K | 0.01% | +611+16.0% | Added |
| Checchi Capital Advisers, LLC | 4,353 | $266.1K | 0.03% | +83+1.9% | Added |
| Rockland Trust Co | 4,287 | $262.0K | 0.02% | −1,125−20.8% | Reduced |
| Global Retirement Partners, LLC | 4,196 | $258.8K | 0.01% | +2,193+109.5% | Added |
| Sound Stewardship, LLC | 4,226 | $258.3K | 0.17% | 00.0% | Unchanged |
| Virginia Retirement Systems Et Al | 4,220 | $257.9K | 0.00% | −14,380−77.3% | Reduced |
| Sound View Wealth Advisors Group, LLC | 4,183 | $255.7K | 0.04% | −244−5.5% | Reduced |
| Ieq Capital, LLC | 4,163 | $254.4K | 0.01% | +4,163 | New |
| Krane Funds Advisors LLC | 4,058 | $254.0K | 0.01% | −4,330−51.6% | Reduced |
| Calton & Associates, Inc. | 4,148 | $253.5K | 0.12% | −100−2.4% | Reduced |
| Evoke Wealth, LLC | 4,142 | $253.2K | 0.01% | −5−0.1% | Reduced |
| Woodward Diversified Capital, LLC | 4,138 | $252.9K | 0.20% | +23+0.6% | Added |
| Beacon Pointe Advisors, LLC | 4,107 | $251.0K | 0.00% | +643+18.6% | Added |
| Sherbrooke Park Advisers LLC | 4,100 | $250.6K | 0.38% | −7,700−65.3% | Reduced |
| D.A. Davidson & Co. | 4,085 | $249.7K | 0.00% | +39+1.0% | Added |
| Intercontinental Wealth Advisors, LLC | 4,019 | $245.6K | 0.06% | +4,019 | New |
| Verity Asset Management, Inc. | 4,018 | $245.6K | 0.15% | +146+3.8% | Added |
| LaFleur & Godfrey LLC | 4,005 | $244.8K | 0.04% | +700+21.2% | Added |
| Capital Asset Advisory Services LLC | 3,992 | $244.0K | 0.02% | −11−0.3% | Reduced |
| Rockefeller Capital Management L.P. | 3,962 | $241.0K | 0.00% | +695+21.3% | Added |
| United Capital Management of KS, Inc. | 3,931 | $240.2K | 0.09% | −154−3.8% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 3,921 | $240.0K | 0.01% | +597+18.0% | Added |
| Texas Yale Capital Corp. | 3,892 | $237.9K | 0.01% | 00.0% | Unchanged |
| PAX Financial Group, LLC | 3,888 | $237.6K | 0.06% | +559+16.8% | Added |
| Symmetry Partners, LLC | 3,872 | $237.0K | 0.01% | 00.0% | Unchanged |
| Mather Group, LLC. | 3,870 | $236.6K | 0.00% | −46−1.2% | Reduced |
| Waters Parkerson & Co., LLC | 3,835 | $234.0K | 0.01% | 00.0% | Unchanged |
| Tradewinds, LLC. | 3,813 | $233.1K | 0.14% | +3,813 | New |
| Sowell Financial Services LLC | 3,799 | $232.0K | 0.02% | +3,799 | New |
| Coldstream Capital Management Inc | 3,783 | $231.2K | 0.01% | +280+8.0% | Added |
| Nova R Wealth, Inc. | 3,771 | $230.5K | 0.16% | +3,771 | New |
| First National Advisers, LLC | 3,761 | $229.9K | 0.26% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 3,718 | $227.2K | 0.02% | 00.0% | Unchanged |
| Schulhoff & Co Inc | 5,500 | $226.2K | 0.11% | 00.0% | Unchanged |
| B. Metzler seel. Sohn & Co. AG | 3,644 | $222.8K | 0.00% | 00.0% | Unchanged |
| MQS Management LLC | 3,619 | $221.2K | 0.14% | +3,619 | New |
| Credit Agricole S A | 3,604 | $220.3K | 0.01% | −1,091−23.2% | Reduced |
| Kavar Capital Partners Group, LLC | 3,603 | $220.2K | 0.05% | 00.0% | Unchanged |
| Pathstone Family Office, LLC | 3,473 | $219.7K | 0.00% | +3,473 | New |
| Marcum Wealth, LLC | 3,586 | $219.2K | 0.03% | −210−5.5% | Reduced |
| Accurate Wealth Management, LLC | 3,472 | $218.2K | 0.08% | +935+36.9% | Added |
| Horizon Investments, LLC | 3,541 | $216.4K | 0.01% | +3,541 | New |
| Cornell Pochily Investment Advisors, Inc. | 3,516 | $214.9K | 0.09% | +100+2.9% | Added |
| Pensionmark Financial Group, LLC | 3,449 | $210.8K | 0.04% | 00.0% | Unchanged |
| Wrapmanager Inc | 3,448 | $210.7K | 0.06% | +248+7.8% | Added |
| Independent Advisor Alliance | 3,440 | $210.2K | 0.01% | +3,440 | New |
| Phoenix Wealth Advisors | 3,439 | $210.2K | 0.13% | +3,439 | New |
| Sunbelt Securities, Inc. | 3,446 | $208.3K | 0.03% | +33+1.0% | Added |
| Banque Pictet & Cie SA | 3,401 | $207.9K | 0.00% | −6,288−64.9% | Reduced |
| Aviva PLC | 3,304 | $201.9K | 0.00% | 00.0% | Unchanged |
| Beck Bode, LLC | 3,302 | $201.8K | 0.05% | −171,375−98.1% | Reduced |
| IMA Wealth, Inc. | 3,289 | $201.0K | 0.05% | 00.0% | Unchanged |
| BI Asset Management Fondsmaeglerselskab A/S | 3,085 | $189.0K | 0.01% | +685+28.5% | Added |
| Ameritas Investment Partners, Inc. | 2,872 | $175.5K | 0.01% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 2,751 | $172.4K | 0.01% | +2,751 | New |
| Quent Capital, LLC | 2,811 | $171.8K | 0.03% | +13+0.5% | Added |
| Riggs Asset Managment Co. Inc. | 2,800 | $171.1K | 0.07% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 2,719 | $166.2K | 0.02% | +29+1.1% | Added |
| DuPont Capital Management Corp | 2,661 | $162.6K | 0.01% | +779+41.4% | Added |
| Tompkins Financial Corp | 2,484 | $151.8K | 0.02% | 00.0% | Unchanged |
| Walleye Trading LLC | 2,347 | $143.4K | 0.01% | +2,347 | New |
| Signaturefd, LLC | 2,132 | $130.3K | 0.00% | −192−8.3% | Reduced |
| Kelly Financial Services LLC | 2,054 | $125.5K | 0.06% | 00.0% | Unchanged |
| Trust Co of Vermont | 2,000 | $122.2K | 0.01% | 00.0% | Unchanged |
| ICA Group Wealth Management, LLC | 2,000 | $122.2K | 0.03% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 1,947 | $119.0K | 0.01% | −884−31.2% | Reduced |
| Johnson Midwest Financial, LLC | 1,867 | $114.1K | 0.16% | 00.0% | Unchanged |
| Allworth Financial LP | 1,863 | $113.9K | 0.00% | +106+6.0% | Added |
| Ostrum Asset Management | 1,790 | $109.4K | 0.01% | +1,790 | New |
| Bessemer Group Inc | 1,777 | $108.0K | 0.00% | +458+34.7% | Added |
| First Command Bank | 1,715 | $104.8K | 0.01% | 00.0% | Unchanged |
| First Command Financial Services, Inc. | 1,715 | $104.8K | 0.01% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 1,636 | $100.0K | 0.01% | +161+10.9% | Added |
| Quadrant Capital Group LLC | 1,602 | $97.9K | 0.01% | −933−36.8% | Reduced |
| Centennial Bank | 1,554 | $95.0K | 0.06% | 00.0% | Unchanged |