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.
| 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, Q2 2023
Shares, value and share of portfolio for each institution holding Evergy, Inc.; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| PSI Advisors, LLC | 500 | $29.2K | 0.01% | 00.0% | Unchanged |
| V-Square Quantitative Management LLC | 513 | $30.0K | 0.02% | +513 | New |
| Mechanics Financial Corp | 520 | $30.4K | 0.02% | 00.0% | Unchanged |
| Financial Avengers, Inc. | 524 | $30.6K | 0.02% | +6+1.2% | Added |
| Motco | 524 | $30.6K | 0.00% | +25+5.0% | Added |
| Moisand Fitzgerald Tamayo, LLC | 534 | $31.2K | 0.01% | +534 | New |
| Whittier Trust Co of Nevada Inc | 571 | $33.4K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 573 | $33.5K | 0.00% | −59−9.3% | Reduced |
| Independence Bank of Kentucky | 588 | $34.4K | 0.01% | +32+5.8% | Added |
| Key Financial Inc | 598 | $34.9K | 0.01% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 598 | $34.9K | 0.01% | 00.0% | Unchanged |
| M&R Capital Management Inc | 610 | $35.6K | 0.01% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 600 | $35.7K | 0.00% | 00.0% | Unchanged |
| Washington Trust Co | 647 | $37.8K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 648 | $37.9K | 0.00% | −44−6.4% | Reduced |
| Atwood & Palmer Inc | 655 | $38.3K | 0.00% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 660 | $39.0K | 0.04% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 676 | $39.0K | 0.00% | +67+11.0% | Added |
| Parkside Financial Bank & Trust | 687 | $40.1K | 0.01% | −12−1.7% | Reduced |
| Zions Bancorporation, N.A. | 691 | $40.4K | 0.00% | +3+0.4% | Added |
| Leonteq Securities AG | 695 | $40.6K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 781 | $45.6K | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 800 | $46.7K | 0.00% | 00.0% | Unchanged |
| Spirit of America Management Corp | 800 | $46.7K | 0.01% | +800 | New |
| City State Bank | 808 | $47.0K | 0.03% | 00.0% | Unchanged |
| Spire Wealth Management | 808 | $47.2K | 0.00% | +82+11.3% | Added |
| City Holding Co | 808 | $47.2K | 0.01% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 847 | $49.5K | 0.00% | +7+0.8% | Added |
| Deseret Mutual Benefit Administrators | 850 | $49.7K | 0.02% | −18−2.1% | Reduced |
| Ronald Blue Trust, Inc. | 869 | $53.0K | 0.00% | −640−42.4% | Reduced |
| Rocky Mountain Advisers, LLC | 886 | $54.2K | 0.03% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 944 | $55.0K | 0.01% | +329+53.5% | Added |
| Caldwell Sutter Capital, Inc. | 956 | $55.9K | 0.03% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 990 | $57.9K | 0.00% | +1+0.1% | Added |
| Smithfield Trust Co | 999 | $58.0K | 0.00% | +75+8.1% | Added |
| Harbour Investments, Inc. | 999 | $58.3K | 0.00% | +68+7.3% | Added |
| Montag A & Associates Inc | 1,000 | $58.4K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 1,000 | $58.4K | 0.00% | 00.0% | Unchanged |
| Ruedi Wealth Management, Inc. | 1,000 | $58.4K | 0.03% | 00.0% | Unchanged |
| First Financial Corp | 1,000 | $58.4K | 0.04% | 00.0% | Unchanged |
| Alaska Permanent Fund Corp | 1,010 | $59.0K | 0.00% | +1,010 | New |
| Glass Jacobson Investment Advisors llc | 1,010 | $59.0K | 0.03% | +1,010 | New |
| Crewe Advisors LLC | 1,092 | $63.8K | 0.01% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 1,112 | $65.0K | 0.02% | −42−3.6% | Reduced |
| Geneos Wealth Management Inc. | 1,139 | $66.5K | 0.00% | −497−30.4% | Reduced |
| Westside Investment Management, Inc. | 1,174 | $68.6K | 0.02% | 00.0% | Unchanged |
| American State Bank (Iowa) | 1,196 | $69.9K | 0.05% | 00.0% | Unchanged |
| Huntington National Bank | 1,271 | $74.3K | 0.00% | +133+11.7% | Added |
| Delta Asset Management LLC | 1,280 | $74.8K | 0.01% | −52−3.9% | Reduced |
| Quadrant Capital Group LLC | 1,281 | $74.8K | 0.01% | −321−20.0% | Reduced |
| LJI Wealth Management, LLC | 77,815 | $77.8K | 0.02% | +77,815 | New |
| Rosenberg Matthew Hamilton | 1,334 | $77.9K | 0.03% | +2+0.2% | Added |
| Pinnacle Bancorp, Inc. | 1,366 | $79.8K | 0.03% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 1,388 | $81.1K | 0.02% | 00.0% | Unchanged |
| Virtus Investment Advisers, Inc. | 1,443 | $84.3K | 0.06% | 00.0% | Unchanged |
| WealthPLAN Partners, LLC | 1,449 | $84.7K | 0.01% | −8−0.5% | Reduced |
| Penserra Capital Management LLC | 1,480 | $86.0K | 0.00% | +1,480 | New |
| Sentry Investment Management LLC | 1,491 | $87.0K | 0.03% | 00.0% | Unchanged |
| South State Corp. | 1,500 | $87.6K | 0.01% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 1,509 | $88.2K | 0.00% | −3,781−71.5% | Reduced |
| Centennial Bank | 1,554 | $90.8K | 0.06% | 00.0% | Unchanged |
| First Command Bank | 1,600 | $93.5K | 0.01% | −115−6.7% | Reduced |
| First Command Financial Services, Inc. | 1,600 | $93.5K | 0.01% | −115−6.7% | Reduced |
| UniSuper Management Pty Ltd | 1,600 | $93.5K | 0.00% | +1,600 | New |
| Ostrum Asset Management | 1,791 | $104.6K | 0.01% | +1+0.1% | Added |
| Johnson Midwest Financial, LLC | 1,867 | $109.1K | 0.10% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 1,907 | $111.4K | 0.01% | −2,289−54.6% | Reduced |
| Credit Agricole S A | 1,912 | $111.7K | 0.00% | −1,692−46.9% | Reduced |
| ICA Group Wealth Management, LLC | 2,000 | $116.8K | 0.03% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 2,008 | $117.3K | 0.01% | +61+3.1% | Added |
| Kelly Financial Services LLC | 2,054 | $120.0K | 0.06% | 00.0% | Unchanged |
| DuPont Capital Management Corp | 2,119 | $123.8K | 0.01% | −542−20.4% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 2,370 | $138.0K | 0.00% | −715−23.2% | Reduced |
| Signaturefd, LLC | 2,386 | $139.4K | 0.00% | +254+11.9% | Added |
| Tompkins Financial Corp | 2,484 | $145.1K | 0.02% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 2,509 | $146.6K | 0.04% | −780−23.7% | Reduced |
| Trust Co of Vermont | 2,598 | $151.8K | 0.01% | +598+29.9% | Added |
| SRS Capital Advisors, Inc. | 2,747 | $160.5K | 0.02% | +28+1.0% | Added |
| Riggs Asset Managment Co. Inc. | 2,800 | $163.6K | 0.06% | 00.0% | Unchanged |
| Quent Capital, LLC | 2,861 | $167.1K | 0.03% | +50+1.8% | Added |
| Ameritas Investment Partners, Inc. | 2,872 | $167.8K | 0.01% | 00.0% | Unchanged |
| Bessemer Group Inc | 3,021 | $176.0K | 0.00% | +1,244+70.0% | Added |
| Horizon Investments, LLC | 3,410 | $199.2K | 0.01% | −131−3.7% | Reduced |
| Benjamin Edwards Inc | 3,431 | $200.0K | 0.05% | −3,255−48.7% | Reduced |
| Beacon Pointe Advisors, LLC | 3,447 | $201.4K | 0.00% | −660−16.1% | Reduced |
| Vident Investment Advisory, LLC | 3,471 | $203.1K | 0.01% | +3,471 | New |
| Cornell Pochily Investment Advisors, Inc. | 3,516 | $205.4K | 0.08% | 00.0% | Unchanged |
| Kavar Capital Partners Group, LLC | 3,603 | $210.5K | 0.04% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 3,613 | $211.1K | 0.03% | +167+4.8% | Added |
| United Capital Management of KS, Inc. | 3,621 | $211.6K | 0.07% | −310−7.9% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 3,644 | $213.0K | 0.00% | 00.0% | Unchanged |
| Accurate Wealth Management, LLC | 3,548 | $213.5K | 0.07% | +76+2.2% | Added |
| Capital Asset Advisory Services LLC | 3,576 | $215.1K | 0.02% | −416−10.4% | Reduced |
| Marcum Wealth, LLC | 3,710 | $216.7K | 0.03% | +124+3.5% | Added |
| Sound Income Strategies, LLC | 3,718 | $217.2K | 0.02% | 00.0% | Unchanged |
| Level Four Advisory Services, LLC | 3,736 | $218.3K | 0.01% | +3,736 | New |
| First National Advisers, LLC | 3,761 | $219.7K | 0.20% | 00.0% | Unchanged |
| Banque Pictet & Cie SA | 3,768 | $220.1K | 0.00% | +367+10.8% | Added |
| Tradewinds, LLC. | 3,813 | $222.8K | 0.13% | 00.0% | Unchanged |
| Waters Parkerson & Co., LLC | 3,835 | $224.0K | 0.01% | 00.0% | Unchanged |