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 |
|---|---|---|---|---|---|
| Symmetry Partners, LLC | 3,872 | $226.0K | 0.01% | 00.0% | Unchanged |
| PAX Financial Group, LLC | 3,872 | $226.2K | 0.05% | −16−0.4% | Reduced |
| Texas Yale Capital Corp. | 3,892 | $227.4K | 0.01% | 00.0% | Unchanged |
| Checchi Capital Advisers, LLC | 3,900 | $227.9K | 0.02% | −453−10.4% | Reduced |
| Coldstream Capital Management Inc | 3,919 | $228.9K | 0.01% | +136+3.6% | Added |
| Rockland Trust Co | 3,961 | $231.4K | 0.01% | −326−7.6% | Reduced |
| Sound View Wealth Advisors Group, LLC | 3,972 | $232.0K | 0.03% | −211−5.0% | Reduced |
| Golden State Equity Partners | 3,999 | $233.6K | 0.07% | +3,999 | New |
| Keybank National Association | 4,052 | $236.7K | 0.00% | −4,746−53.9% | Reduced |
| Woodward Diversified Capital, LLC | 4,083 | $238.5K | 0.18% | −55−1.3% | Reduced |
| D.A. Davidson & Co. | 4,088 | $238.9K | 0.00% | +3+0.1% | Added |
| Intercontinental Wealth Advisors, LLC | 4,171 | $243.7K | 0.06% | +152+3.8% | Added |
| Evoke Wealth, LLC | 4,173 | $243.8K | 0.01% | +31+0.7% | Added |
| Westwood Holdings Group Inc. | 4,178 | $244.0K | 0.00% | +4,178 | New |
| Verity Asset Management, Inc. | 4,206 | $245.7K | 0.18% | +188+4.7% | Added |
| Sound Stewardship, LLC | 4,226 | $246.9K | 0.16% | 00.0% | Unchanged |
| Larson Financial Group LLC | 4,335 | $253.3K | 0.03% | −4,472−50.8% | Reduced |
| Allworth Financial LP | 4,343 | $253.7K | 0.00% | +2,480+133.1% | Added |
| Quantinno Capital Management LP | 4,366 | $255.0K | 0.01% | −9,401−68.3% | Reduced |
| Central Trust Co | 4,395 | $256.8K | 0.01% | −260−5.6% | Reduced |
| Qtron Investments LLC | 4,425 | $258.5K | 0.05% | +4,425 | New |
| Horizon Investment Services, LLC | 4,471 | $261.2K | 0.16% | −228−4.9% | Reduced |
| Johnson Investment Counsel Inc | 4,486 | $262.1K | 0.00% | −13−0.3% | Reduced |
| Boothbay Fund Management, LLC | 4,490 | $262.3K | 0.01% | +4,490 | New |
| Dakota Wealth Management | 4,500 | $262.9K | 0.01% | 00.0% | Unchanged |
| Advisor OS, LLC | 4,528 | $264.5K | 0.04% | −587−11.5% | Reduced |
| Integris Wealth Management, LLC | 4,570 | $267.0K | 0.09% | 00.0% | Unchanged |
| Cornerstone Wealth Management, LLC | 4,573 | $267.2K | 0.02% | −1,925−29.6% | Reduced |
| Peapack Gladstone Financial Corp | 4,604 | $269.0K | 0.00% | −770−14.3% | Reduced |
| Massmutual Trust Co FSB | 4,606 | $269.1K | 0.01% | +41+0.9% | Added |
| Royal Fund Management, LLC | 4,642 | $271.2K | 0.04% | +15+0.3% | Added |
| Advisor Partners II, LLC | 4,678 | $273.3K | 0.01% | −126−2.6% | Reduced |
| Black Diamond Financial, LLC | 4,729 | $276.3K | 0.08% | 00.0% | Unchanged |
| Savant Capital, LLC | 4,732 | $276.5K | 0.00% | +62+1.3% | Added |
| MainStreet Investment Advisors LLC | 4,751 | $277.6K | 0.03% | +190+4.2% | Added |
| Fifth Third Bancorp | 4,812 | $281.1K | 0.00% | +82+1.7% | Added |
| RMB Capital Management, LLC | 4,851 | $283.4K | 0.01% | +4,851 | New |
| Tocqueville Asset Management L.P. | 4,900 | $286.3K | 0.01% | 00.0% | Unchanged |
| TownSquare Capital, LLC | 4,916 | $287.2K | 0.01% | −15−0.3% | Reduced |
| Tokio Marine Asset Management Co Ltd | 4,925 | $287.7K | 0.02% | 00.0% | Unchanged |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 4,994 | $292.0K | 0.00% | −5,097−50.5% | Reduced |
| MQS Management LLC | 5,074 | $296.4K | 0.20% | +1,455+40.2% | Added |
| Regions Financial Corp | 5,090 | $297.4K | 0.00% | 00.0% | Unchanged |
| GoalVest Advisory LLC | 5,093 | $297.5K | 0.15% | 00.0% | Unchanged |
| Veritable, L.P. | 5,112 | $298.6K | 0.00% | −715−12.3% | Reduced |
| Parallel Advisors, LLC | 5,210 | $304.4K | 0.01% | +346+7.1% | Added |
| Hudock, Inc. | 5,217 | $304.8K | 0.07% | −362−6.5% | Reduced |
| Garrett Investment Advisors LLC | 5,297 | $309.5K | 0.04% | −335−5.9% | Reduced |
| Raleigh Capital Management Inc. | 5,320 | $310.8K | 0.16% | −155−2.8% | Reduced |
| Intrust Bank NA | 5,333 | $311.6K | 0.04% | −541−9.2% | Reduced |
| Meeder Advisory Services, Inc. | 5,351 | $312.6K | 0.03% | +435+8.8% | Added |
| Advisory Services Network, LLC | 5,490 | $320.7K | 0.01% | +341+6.6% | Added |
| Moors & Cabot, Inc. | 5,495 | $321.0K | 0.02% | −2,526−31.5% | Reduced |
| Schulhoff & Co Inc | 5,500 | $321.3K | 0.15% | 00.0% | Unchanged |
| CAPROCK Group, Inc. | 5,529 | $323.0K | 0.02% | −5−0.1% | Reduced |
| Resources Investment Advisors, LLC. | 5,554 | $324.5K | 0.01% | +42+0.8% | Added |
| Financial Advisory Service, Inc. | 5,588 | $326.4K | 0.04% | −2,686−32.5% | Reduced |
| Aigen Investment Management, LP | 5,604 | $327.4K | 0.05% | +5,604 | New |
| D.B. Root & Company, LLC | 5,765 | $336.8K | 0.13% | +370+6.9% | Added |
| Garner Asset Management Corp | 5,821 | $340.0K | 0.20% | −1,340−18.7% | Reduced |
| BKD Wealth Advisors, LLC | 5,990 | $349.9K | 0.01% | −10.0% | Reduced |
| Gilbert & Cook, Inc. | 6,073 | $354.8K | 0.06% | +397+7.0% | Added |
| Cetera Advisors LLC | 6,110 | $356.9K | 0.01% | +106+1.8% | Added |
| GWM Advisors LLC | 6,127 | $357.9K | 0.00% | −46−0.7% | Reduced |
| John G Ullman & Associates Inc | 6,200 | $362.2K | 0.06% | 00.0% | Unchanged |
| Banco Bilbao Vizcaya Argentaria, S.A. | 6,471 | $378.0K | 0.00% | +165+2.6% | Added |
| Capstone Investment Advisors, LLC | 6,553 | $382.8K | 0.01% | +5,843+823.0% | Added |
| IHT Wealth Management, LLC | 6,560 | $383.2K | 0.02% | −6−0.1% | Reduced |
| Bayesian Capital Management, LP | 6,600 | $385.6K | 0.04% | +6,600 | New |
| Kornitzer Capital Management Inc | 6,611 | $386.2K | 0.01% | +32+0.5% | Added |
| Jeppson Wealth Management, LLC | 6,675 | $390.0K | 0.17% | −13−0.2% | Reduced |
| Dark Forest Capital Management LP | 6,738 | $393.6K | 0.04% | +6,738 | New |
| Waterfront Wealth Inc. | 6,441 | $393.7K | 0.12% | 00.0% | Unchanged |
| Nebula Research & Development LLC | 6,764 | $395.2K | 0.30% | +6,764 | New |
| CWM Advisors, LLC | 6,800 | $397.3K | 0.05% | +633+10.3% | Added |
| Chicago Partners Investment Group LLC | 6,679 | $398.8K | 0.02% | −144−2.1% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 6,876 | $402.0K | 0.02% | −414−5.7% | Reduced |
| Lido Advisors, LLC | 6,885 | $402.3K | 0.00% | −1,164−14.5% | Reduced |
| Metis Global Partners, LLC | 6,907 | $403.5K | 0.02% | −217−3.0% | Reduced |
| Avantax Advisory Services, Inc. | 6,974 | $407.4K | 0.00% | +308+4.6% | Added |
| Empirical Finance, LLC | 7,002 | $409.1K | 0.03% | +844+13.7% | Added |
| Raymond James Trust N.A. | 7,086 | $414.0K | 0.01% | +97+1.4% | Added |
| Arete Wealth Advisors, LLC | 7,112 | $415.0K | 0.04% | +428+6.4% | Added |
| Virtu Financial LLC | 7,130 | $417.0K | 0.03% | +7,130 | New |
| KCM Investment Advisors LLC | 7,183 | $419.6K | 0.02% | −432−5.7% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 7,245 | $423.3K | 0.01% | +29+0.4% | Added |
| Aquatic Capital Management LLC | 7,300 | $426.0K | 0.02% | +7,300 | New |
| Qsemble Capital Management, LP | 7,400 | $432.3K | 0.31% | +7,400 | New |
| Trust Co | 7,423 | $433.7K | 0.06% | +206+2.9% | Added |
| Country Club Bank | 7,585 | $436.6K | 0.03% | −598−7.3% | Reduced |
| Coppell Advisory Solutions LLC | 7,652 | $440.5K | 0.13% | +1,062+16.1% | Added |
| Wade G W & Inc | 7,861 | $459.0K | 0.02% | 00.0% | Unchanged |
| Two Sigma Securities, LLC | 7,946 | $464.2K | 0.04% | +7,946 | New |
| Naples Global Advisors, LLC | 7,947 | $464.3K | 0.05% | −192−2.4% | Reduced |
| Tudor Investment Corp Et Al | 7,960 | $465.0K | 0.01% | +7,960 | New |
| Nicolet Bankshares Inc | 8,000 | $467.4K | 0.13% | 00.0% | Unchanged |
| Krane Funds Advisors LLC | 8,070 | $471.0K | 0.02% | +4,012+98.9% | Added |
| Beverly Hills Private Wealth, LLC | 8,273 | $474.0K | 0.08% | +8,273 | New |
| Headlands Technologies LLC | 8,145 | $475.8K | 0.15% | +8,145 | New |
| Engineers Gate Manager LP | 8,165 | $477.0K | 0.02% | +8,165 | New |