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 |
|---|---|---|---|---|---|
| Lazard Asset Management LLC | 8,281 | $482.0K | 0.00% | +25+0.3% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 8,245 | $482.0K | 0.04% | +78+1.0% | Added |
| Integrated Wealth Concepts LLC | 8,389 | $490.1K | 0.01% | +3,122+59.3% | Added |
| Proequities, Inc. | 8,406 | $491.1K | 0.04% | +252+3.1% | Added |
| Equitable Holdings, Inc. | 8,421 | $492.0K | 0.01% | +133+1.6% | Added |
| Credential Qtrade Securities Inc. | 8,438 | $492.9K | 0.03% | +3,097+58.0% | Added |
| Smith, Moore & Co. | 8,581 | $501.3K | 0.06% | −30−0.3% | Reduced |
| Alps Advisors Inc | 8,617 | $503.4K | 0.00% | −526−5.8% | Reduced |
| Virtue Capital Management, LLC | 8,487 | $507.1K | 0.09% | +1,838+27.6% | Added |
| Cypress Capital Group | 8,764 | $512.0K | 0.07% | −169−1.9% | Reduced |
| LaFleur & Godfrey LLC | 8,780 | $512.9K | 0.08% | +4,775+119.2% | Added |
| Atria Wealth Solutions, Inc. | 8,810 | $514.7K | 0.01% | +945+12.0% | Added |
| Burns Matteson Capital Management, LLC | 8,899 | $519.9K | 0.32% | −68−0.8% | Reduced |
| Fairview Capital Investment Management, LLC | 9,000 | $525.8K | 0.03% | 00.0% | Unchanged |
| Trust Co of Kansas | 9,019 | $527.0K | 0.32% | 00.0% | Unchanged |
| Synovus Financial Corp | 9,159 | $535.1K | 0.01% | −518−5.4% | Reduced |
| Profund Advisors LLC | 9,560 | $558.5K | 0.03% | −865−8.3% | Reduced |
| Nordea Investment Management AB | 9,803 | $568.5K | 0.00% | 00.0% | Unchanged |
| Northwest & Ethical Investments L.P. | 9,937 | $580.5K | 0.02% | +9,937 | New |
| Janney Montgomery Scott LLC | 9,937 | $581.0K | 0.00% | −1,322−11.7% | Reduced |
| Metropolitan Life Insurance Co | 10,008 | $584.7K | 0.03% | −258−2.5% | Reduced |
| Exchange Traded Concepts, LLC | 10,146 | $592.7K | 0.01% | −336−3.2% | Reduced |
| Amica Retiree Medical Trust | 10,162 | $594.0K | 0.66% | −1,386−12.0% | Reduced |
| Mattern Wealth Management LLC | 10,180 | $594.8K | 0.17% | +11+0.1% | Added |
| Hennion & Walsh Asset Management, Inc. | 10,213 | $597.0K | 0.04% | +1,533+17.7% | Added |
| IFP Advisors, Inc | 11,151 | $604.9K | 0.03% | +4,784+75.1% | Added |
| Sawtooth Solutions, LLC | 10,356 | $605.0K | 0.02% | −2,693−20.6% | Reduced |
| Bleakley Financial Group, LLC | 10,356 | $605.0K | 0.02% | +933+9.9% | Added |
| Blair William & Co | 10,507 | $613.8K | 0.00% | −438−4.0% | Reduced |
| Norinchukin Bank, The | 10,508 | $613.9K | 0.01% | −1,290−10.9% | Reduced |
| Chiron Investment Management, LLC | 10,564 | $617.1K | 0.17% | +10,564 | New |
| KBC Group NV | 10,650 | $622.0K | 0.00% | 00.0% | Unchanged |
| Crossmark Global Holdings, Inc. | 10,401 | $625.0K | 0.01% | −105−1.0% | Reduced |
| Wealthfront Advisers LLC | 10,845 | $633.6K | 0.00% | +3,508+47.8% | Added |
| New Mexico Educational Retirement Board | 11,150 | $651.0K | 0.03% | +500+4.7% | Added |
| Jefferies Financial Group Inc. | 11,200 | $654.3K | 0.01% | +600+5.7% | Added |
| Change Path, LLC | 11,469 | $669.0K | 0.03% | +4,069+55.0% | Added |
| Cresset Asset Management, LLC | 11,504 | $672.1K | 0.00% | +7,063+159.0% | Added |
| Oak Thistle LLC | 11,543 | $674.3K | 0.36% | +6,064+110.7% | Added |
| Steward Partners Investment Advisory, LLC | 11,654 | $680.8K | 0.01% | −764−6.2% | Reduced |
| First Republic Investment Management, Inc. | 11,976 | $699.6K | 0.00% | −6,225−34.2% | Reduced |
| Hancock Whitney Corp | 12,056 | $705.0K | 0.03% | −828−6.4% | Reduced |
| Midwest Financial Group LLC | 12,223 | $714.0K | 0.61% | −78−0.6% | Reduced |
| Dynamic Advisor Solutions LLC | 12,259 | $716.2K | 0.04% | −718−5.5% | Reduced |
| Kayne Anderson Capital Advisors LP | 12,700 | $741.9K | 0.02% | −7,065−35.7% | Reduced |
| Cetera Advisor Networks LLC | 12,888 | $752.9K | 0.01% | −936−6.8% | Reduced |
| FineMark National Bank & Trust | 13,350 | $779.9K | 0.03% | +86+0.6% | Added |
| Investment Management Corp of Ontario | 13,524 | $790.1K | 0.03% | +13,524 | New |
| Kestra Advisory Services, LLC | 13,554 | $791.8K | 0.01% | +2,284+20.3% | Added |
| CoreFirst Bank & Trust | 13,680 | $799.2K | 0.56% | −1,828−11.8% | Reduced |
| Assetmark, Inc | 13,766 | $804.2K | 0.00% | +433+3.2% | Added |
| Sherbrooke Park Advisers LLC | 13,800 | $806.2K | 0.42% | +9,700+236.6% | Added |
| Moody National Bank Trust Division | 13,953 | $815.1K | 0.06% | +223+1.6% | Added |
| Lion Street Advisors, LLC | 12,815 | $817.0K | 0.28% | −558−4.2% | Reduced |
| Pacer Advisors, Inc. | 14,105 | $824.0K | 0.00% | +102+0.7% | Added |
| Louisiana State Employees Retirement System | 14,200 | $829.6K | 0.02% | −700−4.7% | Reduced |
| Edmonds Duncan Registered Investment Advisors, LLC | 14,359 | $838.9K | 0.25% | −1,141−7.4% | Reduced |
| Brookstone Capital Management | 15,282 | $896.9K | 0.02% | +1,995+15.0% | Added |
| Private Advisor Group, LLC | 15,360 | $904.6K | 0.01% | +1,582+11.5% | Added |
| J.W. Cole Advisors, Inc. | 15,601 | $911.4K | 0.07% | +151+1.0% | Added |
| SeaCrest Wealth Management, LLC | 15,873 | $927.3K | 0.12% | +8+0.1% | Added |
| Schonfeld Strategic Advisors LLC | 15,976 | $933.3K | 0.01% | +15,976 | New |
| Albion Financial Group | 16,070 | $938.8K | 0.08% | 00.0% | Unchanged |
| Hartford Investment Management Co | 16,072 | $938.9K | 0.04% | −3,222−16.7% | Reduced |
| Paradigm Asset Management Co LLC | 16,500 | $963.9K | 0.26% | +16,500 | New |
| JustInvest LLC | 17,341 | $1.01M | 0.03% | +5,362+44.8% | Added |
| Maryland State Retirement & Pension System | 17,360 | $1.01M | 0.02% | 00.0% | Unchanged |
| Polianta Ltd | 17,600 | $1.03M | 0.48% | +17,600 | New |
| Cetera Investment Advisers | 17,920 | $1.05M | 0.01% | −22−0.1% | Reduced |
| Kentucky Retirement Systems | 18,467 | $1.08M | 0.04% | +318+1.8% | Added |
| Securian Asset Management, Inc | 18,584 | $1.09M | 0.03% | −300−1.6% | Reduced |
| Jump Financial, LLC | 18,977 | $1.11M | 0.04% | +18,977 | New |
| Northwestern Mutual Wealth Management Co | 19,036 | $1.11M | 0.00% | −2,905−13.2% | Reduced |
| Prospera Financial Services Inc | 19,095 | $1.12M | 0.04% | +1,826+10.6% | Added |
| XTX Topco Ltd | 19,258 | $1.13M | 0.20% | +19,258 | New |
| Financial Partners Group, Inc | 19,992 | $1.15M | 0.23% | +4,776+31.4% | Added |
| Brookmont Capital Management | 19,826 | $1.16M | 0.70% | +28+0.1% | Added |
| British Columbia Investment Management Corp | 20,482 | $1.20M | 0.01% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 20,593 | $1.20M | 0.00% | −101−0.5% | Reduced |
| Teachers Retirement System of the State of Kentucky | 20,651 | $1.21M | 0.01% | −248−1.2% | Reduced |
| Adamsbrown Wealth Consultants LLC | 20,835 | $1.22M | 0.64% | −65−0.3% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 20,944 | $1.22M | 0.01% | +14,086+205.4% | Added |
| Rafferty Asset Management, LLC | 20,955 | $1.22M | 0.01% | +4,098+24.3% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 21,603 | $1.26M | 0.02% | +141+0.7% | Added |
| Ci Investments Inc. | 21,681 | $1.27M | 0.01% | −3,320−13.3% | Reduced |
| Baird Financial Group, Inc. | 21,913 | $1.28M | 0.00% | +365+1.7% | Added |
| Pensionfund Sabic | 22,000 | $1.28M | 0.43% | 00.0% | Unchanged |
| Dynamic Technology Lab Private Ltd | 22,108 | $1.29M | 0.16% | +16,080+266.8% | Added |
| Retirement Planning Group | 22,134 | $1.29M | 0.13% | +79+0.4% | Added |
| Ergoteles LLC | 22,681 | $1.33M | 0.06% | +22,681 | New |
| Houlihan Financial Resource Group, Ltd. | 21,958 | $1.33M | 0.04% | +21,958 | New |
| Benjamin F. Edwards & Company, Inc. | 22,969 | $1.34M | 0.05% | +19,048+485.8% | Added |
| Advisors Asset Management, Inc. | 23,206 | $1.36M | 0.03% | +1,470+6.8% | Added |
| Gulf International Bank (UK) Ltd | 23,351 | $1.36M | 0.03% | −7,035−23.2% | Reduced |
| Nissay Asset Management Corp | 24,018 | $1.40M | 0.01% | −340−1.4% | Reduced |
| LMCG Investments, LLC | 24,098 | $1.41M | 0.09% | 00.0% | Unchanged |
| Capital International Inc | 24,267 | $1.42M | 0.03% | +4,077+20.2% | Added |
| Carnegie Capital Asset Management, LLC | 24,677 | $1.44M | 0.05% | +6,125+33.0% | Added |
| Prudential PLC | 25,387 | $1.48M | 0.02% | −380−1.5% | Reduced |
| Eqis Capital Management, Inc. | 25,778 | $1.51M | 0.17% | −2,176−7.8% | Reduced |