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 |
|---|---|---|---|---|---|
| Barclays PLC | 448,565 | $26.2M | 0.02% | +210,688+88.6% | Added |
| Canada Pension Plan Investment Board | 456,365 | $26.7M | 0.04% | +27,372+6.4% | Added |
| Martingale Asset Management L P | 459,117 | $26.8M | 0.52% | −6,766−1.5% | Reduced |
| Millennium Management LLC | 505,513 | $29.5M | 0.03% | −1,465,031−74.3% | Reduced |
| Nuveen Asset Management, LLC | 509,418 | $29.8M | 0.01% | −108,097−17.5% | Reduced |
| Pinebridge Investments, L.P. | 510,395 | $29.8M | 0.32% | +510,395 | New |
| PFS Investments Inc. | 517,887 | $30.3M | 0.49% | +26,331+5.4% | Added |
| LSV Asset Management | 519,381 | $30.3M | 0.07% | −143,600−21.7% | Reduced |
| Old Republic International Corporation | 540,246 | $31.6M | 1.04% | −4,665−0.9% | Reduced |
| RNC Capital Management LLC | 563,504 | $32.9M | 1.82% | +14,112+2.6% | Added |
| Envestnet Asset Management Inc | 565,960 | $33.1M | 0.01% | −40,911−6.7% | Reduced |
| Captrust Financial Advisors | 572,567 | $33.4M | 0.13% | +45,509+8.6% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 576,987 | $33.7M | 0.03% | −88,523−13.3% | Reduced |
| UBS Group AG | 578,193 | $33.8M | 0.01% | +141,826+32.5% | Added |
| Vaughan David Investments LLC | 589,789 | $34.5M | 1.01% | +9,946+1.7% | Added |
| Bank of America Corp | 604,403 | $35.3M | 0.00% | −304,858−33.5% | Reduced |
| Zacks Investment Management | 633,939 | $37.0M | 0.46% | +3,667+0.6% | Added |
| Adage Capital Partners GP, L.L.C. | 666,382 | $38.9M | 0.08% | −63,500−8.7% | Reduced |
| AQR Capital Management LLC | 673,585 | $39.1M | 0.08% | +118,645+21.4% | Added |
| Vaughan Nelson Investment Management, L.P. | 673,476 | $39.3M | 0.44% | +140,965+26.5% | Added |
| Amundi | 687,848 | $40.4M | 0.02% | +88,403+14.7% | Added |
| Goldman Sachs Group Inc | 694,440 | $40.6M | 0.01% | +290,552+71.9% | Added |
| 1832 Asset Management L.P. | 776,297 | $45.4M | 0.09% | −945−0.1% | Reduced |
| Jupiter Asset Management Ltd | 790,238 | $46.2M | 0.50% | +174,763+28.4% | Added |
| Swiss National Bank | 829,226 | $48.4M | 0.03% | −81,800−9.0% | Reduced |
| UBS Asset Management Americas Inc | 827,542 | $50.6M | 0.02% | 00.0% | Unchanged |
| Empower Advisory Group, LLC | 887,112 | $51.8M | 0.22% | +21,107+2.4% | Added |
| APG Asset Management N.V. | 973,650 | $52.1M | 0.11% | +16,500+1.7% | Added |
| Dimensional Fund Advisors LP | 917,870 | $53.6M | 0.02% | +25,898+2.9% | Added |
| Allianz Asset Management GmbH | 923,492 | $54.0M | 0.11% | −24,762−2.6% | Reduced |
| Duff & Phelps Investment Management Co | 1,073,456 | $62.7M | 0.76% | 00.0% | Unchanged |
| Victory Capital Management Inc | 1,103,194 | $64.4M | 0.07% | −350,500−24.1% | Reduced |
| Balyasny Asset Management LLC | 1,141,134 | $66.7M | 0.19% | +1,109,250+3,479.0% | Added |
| Manning & Napier Group, LLC | 1,230,107 | $71.9M | 0.82% | +25,881+2.1% | Added |
| JPMorgan Chase & Co | 1,294,055 | $75.6M | 0.01% | +146,415+12.8% | Added |
| Thompson Siegel & Walmsley LLC | 1,342,248 | $78.4M | 1.25% | +44,393+3.4% | Added |
| Charles Schwab Investment Management Inc | 1,351,272 | $78.9M | 0.02% | +5,480+0.4% | Added |
| California Public Employees Retirement System | 1,451,328 | $84.8M | 0.07% | −21,484−1.5% | Reduced |
| Gabelli Funds LLC | 1,497,700 | $87.5M | 0.66% | −6,000−0.4% | Reduced |
| Ameriprise Financial Inc | 1,626,655 | $95.0M | 0.03% | −112,357−6.5% | Reduced |
| Epoch Investment Partners, Inc. | 1,680,889 | $98.2M | 0.57% | −50,121−2.9% | Reduced |
| Zimmer Partners, LP | 1,730,983 | $101.1M | 2.53% | +495,565+40.1% | Added |
| Massachusetts Financial Services Co | 1,854,863 | $108.4M | 0.04% | +13,189+0.7% | Added |
| Morgan Stanley | 1,976,935 | $115.5M | 0.01% | +69,231+3.6% | Added |
| First Trust Advisors LP | 2,017,092 | $117.8M | 0.13% | +308,276+18.0% | Added |
| Federated Hermes, Inc. | 2,078,034 | $121.4M | 0.30% | +9,913+0.5% | Added |
| Bank of New York Mellon Corp | 2,126,446 | $124.2M | 0.03% | −53,930−2.5% | Reduced |
| Legal & General Group Plc | 2,136,412 | $124.8M | 0.04% | −38,254−1.8% | Reduced |
| Pictet Asset Management SA | 2,146,333 | $125.4M | 0.15% | −88,958−4.0% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 2,267,966 | $132.5M | 0.31% | −28,124−1.2% | Reduced |
| Cohen & Steers, Inc. | 2,288,052 | $133.7M | 0.28% | −41,125−1.8% | Reduced |
| American Century Companies Inc | 2,393,021 | $139.8M | 0.11% | +1,008,528+72.8% | Added |
| Bluescape Energy Partners LLC | 2,657,473 | $155.2M | 29.37% | 00.0% | Unchanged |
| Northern Trust Corp | 2,917,220 | $170.4M | 0.03% | −53,352−1.8% | Reduced |
| Magellan Asset Management Ltd | 3,424,271 | $200.0M | 1.78% | −162,758−4.5% | Reduced |
| Capital International Investors | 4,348,921 | $254.1M | 0.06% | −2,547,751−36.9% | Reduced |
| Franklin Resources Inc | 5,090,807 | $297.4M | 0.14% | −90,534−1.7% | Reduced |
| Invesco Ltd. | 5,117,340 | $299.0M | 0.08% | −346,748−6.3% | Reduced |
| Geode Capital Management, LLC | 5,236,324 | $305.2M | 0.04% | +175,858+3.5% | Added |
| FMR LLC | 6,248,351 | $365.0M | 0.03% | +746,226+13.6% | Added |
| Price T Rowe Associates Inc | 9,295,563 | $543.0M | 0.08% | −1,137,877−10.9% | Reduced |
| State Street Corp | 13,917,970 | $813.1M | 0.04% | −148,859−1.1% | Reduced |
| BlackRock Inc. | 17,614,121 | $1.03B | 0.03% | −645,450−3.5% | Reduced |
| Vanguard Group Inc | 29,171,981 | $1.70B | 0.04% | −273,277−0.9% | Reduced |
| CIBC Private Wealth Group, LLC | 0 | $0 | 0.00% | −225,668−100.0% | Sold out |
| Walleye Capital LLC | 0 | $0 | 0.00% | −101,610−100.0% | Sold out |
| Winton Group Ltd | 0 | $0 | 0.00% | −38,722−100.0% | Sold out |
| Guyasuta Investment Advisors Inc | 0 | $0 | 0.00% | −28,768−100.0% | Sold out |
| La Banque Postale Asset Management SA | 0 | $0 | 0.00% | −24,806−100.0% | Sold out |
| FORA Capital, LLC | 0 | $0 | 0.00% | −21,946−100.0% | Sold out |
| PointState Capital LP | 0 | $0 | 0.00% | −14,914−100.0% | Sold out |
| Capital Fund Management S.A. | 0 | $0 | 0.00% | −10,528−100.0% | Sold out |
| Arrowstreet Capital, Limited Partnership | 0 | $0 | 0.00% | −9,026−100.0% | Sold out |
| AIA Group Ltd | 0 | $0 | 0.00% | −8,842−100.0% | Sold out |
| Vinva Investment Management Ltd | 0 | $0 | 0.00% | −7,611−100.0% | Sold out |
| Iams Wealth Management, LLC | 0 | $0 | 0.00% | −7,337−100.0% | Sold out |
| Centiva Capital, LP | 0 | $0 | 0.00% | −5,780−100.0% | Sold out |
| Petrus Trust Company, LTA | 0 | $0 | 0.00% | −5,485−100.0% | Sold out |
| Asahi Life Asset Management Co., Ltd. | 0 | $0 | 0.00% | −4,980−100.0% | Sold out |
| William Allan, LLC | 0 | $0 | 0.00% | −4,935−100.0% | Sold out |
| Virginia Retirement Systems Et Al | 0 | $0 | 0.00% | −4,220−100.0% | Sold out |
| Ieq Capital, LLC | 0 | $0 | 0.00% | −4,163−100.0% | Sold out |
| Calton & Associates, Inc. | 0 | $0 | 0.00% | −4,148−100.0% | Sold out |
| Rockefeller Capital Management L.P. | 0 | $0 | 0.00% | −3,962−100.0% | Sold out |
| Mather Group, LLC. | 0 | $0 | 0.00% | −3,870−100.0% | Sold out |
| Sowell Financial Services LLC | 0 | $0 | 0.00% | −3,799−100.0% | Sold out |
| Nova R Wealth, Inc. | 0 | $0 | 0.00% | −3,771−100.0% | Sold out |
| Pathstone Family Office, LLC | 0 | $0 | 0.00% | −3,473−100.0% | Sold out |
| Pensionmark Financial Group, LLC | 0 | $0 | 0.00% | −3,449−100.0% | Sold out |
| Wrapmanager Inc | 0 | $0 | 0.00% | −3,448−100.0% | Sold out |
| Independent Advisor Alliance | 0 | $0 | 0.00% | −3,440−100.0% | Sold out |
| Phoenix Wealth Advisors | 0 | $0 | 0.00% | −3,439−100.0% | Sold out |
| Aviva PLC | 0 | $0 | 0.00% | −3,304−100.0% | Sold out |
| Beck Bode, LLC | 0 | $0 | 0.00% | −3,302−100.0% | Sold out |
| Ameritas Advisory Services, LLC | 0 | $0 | 0.00% | −2,751−100.0% | Sold out |
| Walleye Trading LLC | 0 | $0 | 0.00% | −2,347−100.0% | Sold out |
| Granite FO LLC | 0 | $0 | 0.00% | −1,196−100.0% | Sold out |
| Belpointe Asset Management LLC | 0 | $0 | 0.00% | −1,168−100.0% | Sold out |
| Machina Capital S.A.S. | 0 | $0 | 0.00% | −1,134−100.0% | Sold out |
| TCI Wealth Advisors, Inc. | 0 | $0 | 0.00% | −412−100.0% | Sold out |