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 |
|---|---|---|---|---|---|
| Hartford Investment Management Co | 16,072 | $938.9K | 0.04% | −3,222−16.7% | Reduced |
| Albion Financial Group | 16,070 | $938.8K | 0.08% | 00.0% | Unchanged |
| Schonfeld Strategic Advisors LLC | 15,976 | $933.3K | 0.01% | +15,976 | New |
| SeaCrest Wealth Management, LLC | 15,873 | $927.3K | 0.12% | +8+0.1% | Added |
| J.W. Cole Advisors, Inc. | 15,601 | $911.4K | 0.07% | +151+1.0% | Added |
| Private Advisor Group, LLC | 15,360 | $904.6K | 0.01% | +1,582+11.5% | Added |
| Brookstone Capital Management | 15,282 | $896.9K | 0.02% | +1,995+15.0% | Added |
| Edmonds Duncan Registered Investment Advisors, LLC | 14,359 | $838.9K | 0.25% | −1,141−7.4% | Reduced |
| Louisiana State Employees Retirement System | 14,200 | $829.6K | 0.02% | −700−4.7% | Reduced |
| Pacer Advisors, Inc. | 14,105 | $824.0K | 0.00% | +102+0.7% | Added |
| Lion Street Advisors, LLC | 12,815 | $817.0K | 0.28% | −558−4.2% | Reduced |
| Moody National Bank Trust Division | 13,953 | $815.1K | 0.06% | +223+1.6% | Added |
| Sherbrooke Park Advisers LLC | 13,800 | $806.2K | 0.42% | +9,700+236.6% | Added |
| Assetmark, Inc | 13,766 | $804.2K | 0.00% | +433+3.2% | Added |
| CoreFirst Bank & Trust | 13,680 | $799.2K | 0.56% | −1,828−11.8% | Reduced |
| Kestra Advisory Services, LLC | 13,554 | $791.8K | 0.01% | +2,284+20.3% | Added |
| Investment Management Corp of Ontario | 13,524 | $790.1K | 0.03% | +13,524 | New |
| FineMark National Bank & Trust | 13,350 | $779.9K | 0.03% | +86+0.6% | Added |
| Cetera Advisor Networks LLC | 12,888 | $752.9K | 0.01% | −936−6.8% | Reduced |
| Kayne Anderson Capital Advisors LP | 12,700 | $741.9K | 0.02% | −7,065−35.7% | Reduced |
| Dynamic Advisor Solutions LLC | 12,259 | $716.2K | 0.04% | −718−5.5% | Reduced |
| Midwest Financial Group LLC | 12,223 | $714.0K | 0.61% | −78−0.6% | Reduced |
| Hancock Whitney Corp | 12,056 | $705.0K | 0.03% | −828−6.4% | Reduced |
| First Republic Investment Management, Inc. | 11,976 | $699.6K | 0.00% | −6,225−34.2% | Reduced |
| Steward Partners Investment Advisory, LLC | 11,654 | $680.8K | 0.01% | −764−6.2% | Reduced |
| Oak Thistle LLC | 11,543 | $674.3K | 0.36% | +6,064+110.7% | Added |
| Cresset Asset Management, LLC | 11,504 | $672.1K | 0.00% | +7,063+159.0% | Added |
| Change Path, LLC | 11,469 | $669.0K | 0.03% | +4,069+55.0% | Added |
| Jefferies Financial Group Inc. | 11,200 | $654.3K | 0.01% | +600+5.7% | Added |
| New Mexico Educational Retirement Board | 11,150 | $651.0K | 0.03% | +500+4.7% | Added |
| Wealthfront Advisers LLC | 10,845 | $633.6K | 0.00% | +3,508+47.8% | Added |
| Crossmark Global Holdings, Inc. | 10,401 | $625.0K | 0.01% | −105−1.0% | Reduced |
| KBC Group NV | 10,650 | $622.0K | 0.00% | 00.0% | Unchanged |
| Chiron Investment Management, LLC | 10,564 | $617.1K | 0.17% | +10,564 | New |
| Norinchukin Bank, The | 10,508 | $613.9K | 0.01% | −1,290−10.9% | Reduced |
| Blair William & Co | 10,507 | $613.8K | 0.00% | −438−4.0% | Reduced |
| 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 |
| IFP Advisors, Inc | 11,151 | $604.9K | 0.03% | +4,784+75.1% | Added |
| Hennion & Walsh Asset Management, Inc. | 10,213 | $597.0K | 0.04% | +1,533+17.7% | Added |
| Mattern Wealth Management LLC | 10,180 | $594.8K | 0.17% | +11+0.1% | Added |
| Amica Retiree Medical Trust | 10,162 | $594.0K | 0.66% | −1,386−12.0% | Reduced |
| Exchange Traded Concepts, LLC | 10,146 | $592.7K | 0.01% | −336−3.2% | Reduced |
| Metropolitan Life Insurance Co | 10,008 | $584.7K | 0.03% | −258−2.5% | Reduced |
| Janney Montgomery Scott LLC | 9,937 | $581.0K | 0.00% | −1,322−11.7% | Reduced |
| Northwest & Ethical Investments L.P. | 9,937 | $580.5K | 0.02% | +9,937 | New |
| Nordea Investment Management AB | 9,803 | $568.5K | 0.00% | 00.0% | Unchanged |
| Profund Advisors LLC | 9,560 | $558.5K | 0.03% | −865−8.3% | Reduced |
| Synovus Financial Corp | 9,159 | $535.1K | 0.01% | −518−5.4% | Reduced |
| Trust Co of Kansas | 9,019 | $527.0K | 0.32% | 00.0% | Unchanged |
| Fairview Capital Investment Management, LLC | 9,000 | $525.8K | 0.03% | 00.0% | Unchanged |
| Burns Matteson Capital Management, LLC | 8,899 | $519.9K | 0.32% | −68−0.8% | Reduced |
| Atria Wealth Solutions, Inc. | 8,810 | $514.7K | 0.01% | +945+12.0% | Added |
| LaFleur & Godfrey LLC | 8,780 | $512.9K | 0.08% | +4,775+119.2% | Added |
| Cypress Capital Group | 8,764 | $512.0K | 0.07% | −169−1.9% | Reduced |
| Virtue Capital Management, LLC | 8,487 | $507.1K | 0.09% | +1,838+27.6% | Added |
| Alps Advisors Inc | 8,617 | $503.4K | 0.00% | −526−5.8% | Reduced |
| Smith, Moore & Co. | 8,581 | $501.3K | 0.06% | −30−0.3% | Reduced |
| Credential Qtrade Securities Inc. | 8,438 | $492.9K | 0.03% | +3,097+58.0% | Added |
| Equitable Holdings, Inc. | 8,421 | $492.0K | 0.01% | +133+1.6% | Added |
| Proequities, Inc. | 8,406 | $491.1K | 0.04% | +252+3.1% | Added |
| Integrated Wealth Concepts LLC | 8,389 | $490.1K | 0.01% | +3,122+59.3% | Added |
| 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 |
| Engineers Gate Manager LP | 8,165 | $477.0K | 0.02% | +8,165 | New |
| Headlands Technologies LLC | 8,145 | $475.8K | 0.15% | +8,145 | New |
| Beverly Hills Private Wealth, LLC | 8,273 | $474.0K | 0.08% | +8,273 | New |
| Krane Funds Advisors LLC | 8,070 | $471.0K | 0.02% | +4,012+98.9% | Added |
| Nicolet Bankshares Inc | 8,000 | $467.4K | 0.13% | 00.0% | Unchanged |
| Tudor Investment Corp Et Al | 7,960 | $465.0K | 0.01% | +7,960 | New |
| Naples Global Advisors, LLC | 7,947 | $464.3K | 0.05% | −192−2.4% | Reduced |
| Two Sigma Securities, LLC | 7,946 | $464.2K | 0.04% | +7,946 | New |
| Wade G W & Inc | 7,861 | $459.0K | 0.02% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 7,652 | $440.5K | 0.13% | +1,062+16.1% | Added |
| Country Club Bank | 7,585 | $436.6K | 0.03% | −598−7.3% | Reduced |
| Trust Co | 7,423 | $433.7K | 0.06% | +206+2.9% | Added |
| Qsemble Capital Management, LP | 7,400 | $432.3K | 0.31% | +7,400 | New |
| Aquatic Capital Management LLC | 7,300 | $426.0K | 0.02% | +7,300 | New |
| Northwestern Mutual Investment Management Company, LLC | 7,245 | $423.3K | 0.01% | +29+0.4% | Added |
| KCM Investment Advisors LLC | 7,183 | $419.6K | 0.02% | −432−5.7% | Reduced |
| Virtu Financial LLC | 7,130 | $417.0K | 0.03% | +7,130 | New |
| Arete Wealth Advisors, LLC | 7,112 | $415.0K | 0.04% | +428+6.4% | Added |
| Raymond James Trust N.A. | 7,086 | $414.0K | 0.01% | +97+1.4% | Added |
| Empirical Finance, LLC | 7,002 | $409.1K | 0.03% | +844+13.7% | Added |
| Avantax Advisory Services, Inc. | 6,974 | $407.4K | 0.00% | +308+4.6% | Added |
| Metis Global Partners, LLC | 6,907 | $403.5K | 0.02% | −217−3.0% | Reduced |
| Lido Advisors, LLC | 6,885 | $402.3K | 0.00% | −1,164−14.5% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 6,876 | $402.0K | 0.02% | −414−5.7% | Reduced |
| Chicago Partners Investment Group LLC | 6,679 | $398.8K | 0.02% | −144−2.1% | Reduced |
| CWM Advisors, LLC | 6,800 | $397.3K | 0.05% | +633+10.3% | Added |
| Nebula Research & Development LLC | 6,764 | $395.2K | 0.30% | +6,764 | New |
| Waterfront Wealth Inc. | 6,441 | $393.7K | 0.12% | 00.0% | Unchanged |
| Dark Forest Capital Management LP | 6,738 | $393.6K | 0.04% | +6,738 | New |
| Jeppson Wealth Management, LLC | 6,675 | $390.0K | 0.17% | −13−0.2% | Reduced |
| Kornitzer Capital Management Inc | 6,611 | $386.2K | 0.01% | +32+0.5% | Added |
| Bayesian Capital Management, LP | 6,600 | $385.6K | 0.04% | +6,600 | New |
| IHT Wealth Management, LLC | 6,560 | $383.2K | 0.02% | −6−0.1% | Reduced |
| Capstone Investment Advisors, LLC | 6,553 | $382.8K | 0.01% | +5,843+823.0% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 6,471 | $378.0K | 0.00% | +165+2.6% | Added |
| John G Ullman & Associates Inc | 6,200 | $362.2K | 0.06% | 00.0% | Unchanged |