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Livermore
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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, Q2 2023

Institutional positions in Evergy, Inc. as of Jun 30, 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
664
+13 vs. Q1 2023
Shares held
190.1M
−2.55M (−1.3%) vs. Q1 2023
Total value
$11.1B
−$686.0M (−5.8%) vs. Q1 2023
New holders
60
242 more added
Sold out
47
231 more reduced

3 institutions that held it in Q1 2023 haven't filed for Q2 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2023: 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.

Institutional holdersQ2 2023: 664 institutions
Q1 2021: 586 institutionsQ2 2021: 581 institutionsQ3 2021: 593 institutionsQ4 2021: 633 institutionsQ1 2022: 641 institutionsQ2 2022: 640 institutionsQ3 2022: 651 institutionsQ4 2022: 686 institutionsQ1 2023: 654 institutionsQ2 2023: 664 institutionsQ3 2023: 663 institutionsQ4 2023: 706 institutionsQ1 2024: 693 institutionsQ2 2024: 702 institutionsQ3 2024: 722 institutionsQ4 2024: 776 institutionsQ1 2025: 821 institutionsQ2 2025: 821 institutionsQ3 2025: 854 institutionsQ4 2025: 925 institutionsQ1 2026: 924 institutionsQ2 2026: 948 institutions
Value heldQ2 2023: $11.1B
Q1 2021: $11.3BQ2 2021: $11.9BQ3 2021: $12.3BQ4 2021: $13.7BQ1 2022: $13.0BQ2 2022: $12.5BQ3 2022: $11.4BQ4 2022: $12.0BQ1 2023: $11.8BQ2 2023: $11.1BQ3 2023: $9.73BQ4 2023: $10.5BQ1 2024: $10.4BQ2 2024: $10.4BQ3 2024: $12.3BQ4 2024: $12.5BQ1 2025: $13.9BQ2 2025: $14.3BQ3 2025: $16.3BQ4 2025: $15.4BQ1 2026: $17.6BQ2 2026: $18.8B
Institutions holding EVRG and their total value by quarter
QuarterHoldersValue
Q2 2026948$18.8B
Q1 2026924$17.6B
Q4 2025925$15.4B
Q3 2025854$16.3B
Q2 2025821$14.3B
Q1 2025821$13.9B
Q4 2024776$12.5B
Q3 2024722$12.3B
Q2 2024702$10.4B
Q1 2024693$10.4B
Q4 2023706$10.5B
Q3 2023663$9.73B
Q2 2023664$11.1B
Q1 2023654$11.8B
Q4 2022686$12.0B
Q3 2022651$11.4B
Q2 2022640$12.5B
Q1 2022641$13.0B
Q4 2021633$13.7B
Q3 2021593$12.3B
Q2 2021581$11.9B
Q1 2021586$11.3B

Institutions, Q2 2023

Shares, value and share of portfolio for each institution holding Evergy, Inc.; share changes are against Q1 2023.

Institutions holding EVRG in Q2 2023
InstitutionSharesValue% of portfolioChange in sharesAction
ORG Partners LLC0$290.00%0New
Comerica Bank187,321$590.01%+187,321New
Venturi Wealth Management, LLC1$590.00%+1New
True Wealth Design, LLC5$2930.00%00.0%Unchanged
Carolinas Wealth Consulting LLC7$4090.00%00.0%Unchanged
SOA Wealth Advisors, LLC.8$4670.00%00.0%Unchanged
Delos Wealth Advisors, LLC11$6430.00%00.0%Unchanged
Stonebridge Capital Advisors LLC12$7010.00%00.0%Unchanged
SJS Investment Consulting Inc.12$7020.00%−2−14.3%Reduced
Beacon Capital Management, LLC15$8760.00%00.0%Unchanged
Transamerica Financial Advisors, Inc.15$1.00K0.00%−3−16.7%Reduced
Centerpoint Advisors, LLC16$1.00K0.00%00.0%Unchanged
SkyView Investment Advisors, LLC9$1.00K0.00%+9New
Baker Avenue Asset Management, LP18$1.05K0.00%+3+20.0%Added
BerganKDV Wealth Management, LLC19$1.11K0.00%−365−95.1%Reduced
Disciplined Investments, LLC19$1.11K0.00%00.0%Unchanged
Kayne Anderson Rudnick Investment Management LLC24$1.40K0.00%+24New
Trifecta Capital Advisors, LLC25$1.46K0.00%00.0%Unchanged
Raffa Wealth Management, LLC33$1.93K0.00%00.0%Unchanged
Retirement Group, LLC34$1.99K0.00%00.0%Unchanged
MV Capital Management, Inc.34$1.99K0.00%+6+21.4%Added
TD Ameritrade Investment Management, LLC39$2.00K0.00%00.0%Unchanged
VitalStone Financial, LLC27$2.00K0.00%+27New
Manchester Capital Management LLC42$2.45K0.00%−36−46.2%Reduced
Ridgewood Investments LLC49$2.86K0.00%00.0%Unchanged
Bell Investment Advisors, Inc51$2.98K0.00%−6−10.5%Reduced
Country Trust Bank52$3.04K0.00%00.0%Unchanged
JJJ Advisors Inc.56$3.27K0.00%00.0%Unchanged
Hollencrest Capital Management65$3.80K0.00%00.0%Unchanged
Financial Management Professionals, Inc.69$4.00K0.00%+6+9.5%Added
Capital Analysts, LLC73$4.00K0.00%00.0%Unchanged
JFS Wealth Advisors, LLC69$4.03K0.00%+4+6.2%Added
Federation des caisses Desjardins du Quebec71$4.15K0.00%00.0%Unchanged
JNBA Financial Advisors73$4.26K0.00%00.0%Unchanged
Prestige Wealth Management Group LLC79$4.62K0.00%+1+1.3%Added
Cape Investment Advisory, Inc.82$4.82K0.00%00.0%Unchanged
Sutton Wealth Advisors Inc.85$4.97K0.00%00.0%Unchanged
Bartlett & Co. LLC89$5.00K0.00%00.0%Unchanged
Eagle Bay Advisors LLC89$5.20K0.00%−15−14.4%Reduced
Bartlett & Co. Wealth Management LLC89$5.20K0.00%00.0%Unchanged
Private Ocean, LLC96$5.61K0.00%00.0%Unchanged
Gables Capital Management Inc.100$5.84K0.00%00.0%Unchanged
First Capital Advisors Group, LLC.105$6.13K0.00%+105New
RFP Financial Group LLC109$6.37K0.00%00.0%Unchanged
Salem Investment Counselors Inc110$6.43K0.00%00.0%Unchanged
Caldwell Trust Co113$6.60K0.00%00.0%Unchanged
Ritter Daniher Financial Advisory LLC119$6.95K0.00%00.0%Unchanged
Northwest Investment Counselors, LLC119$6.95K0.00%00.0%Unchanged
Avion Wealth121$7.00K0.00%00.0%Unchanged
TSFG, LLC113$7.00K0.00%00.0%Unchanged
GW&K Investment Management, LLC114$7.00K0.00%+114New
25 LLC128$7.73K0.00%00.0%Unchanged
Horizon Bancorp Inc134$8.00K0.01%00.0%Unchanged
Paladin Advisory Group, LLC145$8.47K0.01%00.0%Unchanged
Glassman Wealth Services151$8.82K0.00%00.0%Unchanged
Koesten, Hirschmann & Crabtree, INC.151$8.82K0.01%00.0%Unchanged
CGC Financial Services, LLC164$9.58K0.01%+164New
Coastal Capital Group, Inc.165$9.62K0.00%+2+1.2%Added
Earnest Partners LLC174$10.2K0.00%00.0%Unchanged
Brown Brothers Harriman & Co175$10.2K0.00%+175New
Sugarloaf Wealth Management, LLC176$10.3K0.00%00.0%Unchanged
Certified Advisory Corp191$11.2K0.00%+165+634.6%Added
Farther Finance Advisors, LLC196$11.4K0.00%−9−4.4%Reduced
Column Capital Advisors, LLC200$11.7K0.00%00.0%Unchanged
Riverview Trust Co215$12.6K0.01%00.0%Unchanged
Evermay Wealth Management LLC220$12.9K0.00%−10−4.3%Reduced
Sofos Investments, Inc.58$12.9K0.06%−3−4.9%Reduced
EverSource Wealth Advisors, LLC221$12.9K0.00%+7+3.3%Added
Missouri Trust & Investment Co226$13.2K0.01%00.0%Unchanged
Lindbrook Capital, LLC256$15.0K0.00%−102−28.5%Reduced
Acadian Asset Management LLC260$15.0K0.00%00.0%Unchanged
Mark Sheptoff Financial Planning, LLC269$15.7K0.01%00.0%Unchanged
Focused Wealth Management, Inc271$15.8K0.00%+3+1.1%Added
North Star Investment Management Corp.276$16.1K0.00%00.0%Unchanged
Hexagon Capital Partners LLC283$16.5K0.00%+1+0.4%Added
Foster Dykema Cabot & Co Inc299$17.0K0.00%00.0%Unchanged
Robbins Farley LLC299$17.5K0.01%+299New
Financial Synergies Wealth Advisors, Inc.303$17.7K0.00%+4+1.3%Added
Clear Street Markets LLC300$18.0K0.01%−151−33.5%Reduced
Valley National Advisers Inc299$18.0K0.00%00.0%Unchanged
Versant Capital Management, Inc310$18.1K0.01%+136+78.2%Added
Tortoise Investment Management, LLC312$18.2K0.00%00.0%Unchanged
Baystate Wealth Management LLC316$18.5K0.00%+3+1.0%Added
Capital Advisors, Ltd. LLC331$19.0K0.00%+114+52.5%Added
Achmea Investment Management B.V.331$20.0K0.00%00.0%Unchanged
Covestor Ltd334$20.0K0.02%+116+53.2%Added
Cornerstone Planning Group LLC371$21.7K0.01%+371New
Cambridge Trust Co375$21.9K0.00%00.0%Unchanged
FinTrust Capital Advisors, LLC354$22.3K0.01%00.0%Unchanged
Farmers & Merchants Investments Inc383$22.4K0.00%−15−3.8%Reduced
Armstrong Advisory Group, Inc402$23.5K0.00%00.0%Unchanged
Red Tortoise LLC411$24.0K0.02%00.0%Unchanged
Clearstead Advisors, LLC416$24.3K0.00%+255+158.4%Added
Dividend Assets Capital, LLC436$25.0K0.01%00.0%Unchanged
CNB Bank447$26.1K0.02%+432+2,880.0%Added
Colonial Trust Advisors456$26.6K0.00%−141−23.6%Reduced
Private Trust Co NA462$27.0K0.00%−2−0.4%Reduced
Carolina Wealth Advisors, LLC478$27.9K0.02%00.0%Unchanged
Bank of New Hampshire478$27.9K0.01%+478New
Truvestments Capital LLC493$28.8K0.01%+5+1.0%Added