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 |
|---|---|---|---|---|---|
| GWM Advisors LLC | 6,127 | $357.9K | 0.00% | −46−0.7% | Reduced |
| Cetera Advisors LLC | 6,110 | $356.9K | 0.01% | +106+1.8% | Added |
| Gilbert & Cook, Inc. | 6,073 | $354.8K | 0.06% | +397+7.0% | Added |
| BKD Wealth Advisors, LLC | 5,990 | $349.9K | 0.01% | −10.0% | Reduced |
| Garner Asset Management Corp | 5,821 | $340.0K | 0.20% | −1,340−18.7% | Reduced |
| D.B. Root & Company, LLC | 5,765 | $336.8K | 0.13% | +370+6.9% | Added |
| Aigen Investment Management, LP | 5,604 | $327.4K | 0.05% | +5,604 | New |
| Financial Advisory Service, Inc. | 5,588 | $326.4K | 0.04% | −2,686−32.5% | Reduced |
| Resources Investment Advisors, LLC. | 5,554 | $324.5K | 0.01% | +42+0.8% | Added |
| CAPROCK Group, Inc. | 5,529 | $323.0K | 0.02% | −5−0.1% | Reduced |
| Schulhoff & Co Inc | 5,500 | $321.3K | 0.15% | 00.0% | Unchanged |
| Moors & Cabot, Inc. | 5,495 | $321.0K | 0.02% | −2,526−31.5% | Reduced |
| Advisory Services Network, LLC | 5,490 | $320.7K | 0.01% | +341+6.6% | Added |
| Meeder Advisory Services, Inc. | 5,351 | $312.6K | 0.03% | +435+8.8% | Added |
| Intrust Bank NA | 5,333 | $311.6K | 0.04% | −541−9.2% | Reduced |
| Raleigh Capital Management Inc. | 5,320 | $310.8K | 0.16% | −155−2.8% | Reduced |
| Garrett Investment Advisors LLC | 5,297 | $309.5K | 0.04% | −335−5.9% | Reduced |
| Hudock, Inc. | 5,217 | $304.8K | 0.07% | −362−6.5% | Reduced |
| Parallel Advisors, LLC | 5,210 | $304.4K | 0.01% | +346+7.1% | Added |
| Veritable, L.P. | 5,112 | $298.6K | 0.00% | −715−12.3% | Reduced |
| GoalVest Advisory LLC | 5,093 | $297.5K | 0.15% | 00.0% | Unchanged |
| Regions Financial Corp | 5,090 | $297.4K | 0.00% | 00.0% | Unchanged |
| MQS Management LLC | 5,074 | $296.4K | 0.20% | +1,455+40.2% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 4,994 | $292.0K | 0.00% | −5,097−50.5% | Reduced |
| Tokio Marine Asset Management Co Ltd | 4,925 | $287.7K | 0.02% | 00.0% | Unchanged |
| TownSquare Capital, LLC | 4,916 | $287.2K | 0.01% | −15−0.3% | Reduced |
| Tocqueville Asset Management L.P. | 4,900 | $286.3K | 0.01% | 00.0% | Unchanged |
| RMB Capital Management, LLC | 4,851 | $283.4K | 0.01% | +4,851 | New |
| Fifth Third Bancorp | 4,812 | $281.1K | 0.00% | +82+1.7% | Added |
| MainStreet Investment Advisors LLC | 4,751 | $277.6K | 0.03% | +190+4.2% | Added |
| Savant Capital, LLC | 4,732 | $276.5K | 0.00% | +62+1.3% | Added |
| Black Diamond Financial, LLC | 4,729 | $276.3K | 0.08% | 00.0% | Unchanged |
| Advisor Partners II, LLC | 4,678 | $273.3K | 0.01% | −126−2.6% | Reduced |
| Royal Fund Management, LLC | 4,642 | $271.2K | 0.04% | +15+0.3% | Added |
| Massmutual Trust Co FSB | 4,606 | $269.1K | 0.01% | +41+0.9% | Added |
| Peapack Gladstone Financial Corp | 4,604 | $269.0K | 0.00% | −770−14.3% | Reduced |
| Cornerstone Wealth Management, LLC | 4,573 | $267.2K | 0.02% | −1,925−29.6% | Reduced |
| Integris Wealth Management, LLC | 4,570 | $267.0K | 0.09% | 00.0% | Unchanged |
| Advisor OS, LLC | 4,528 | $264.5K | 0.04% | −587−11.5% | Reduced |
| Dakota Wealth Management | 4,500 | $262.9K | 0.01% | 00.0% | Unchanged |
| Boothbay Fund Management, LLC | 4,490 | $262.3K | 0.01% | +4,490 | New |
| Johnson Investment Counsel Inc | 4,486 | $262.1K | 0.00% | −13−0.3% | Reduced |
| Horizon Investment Services, LLC | 4,471 | $261.2K | 0.16% | −228−4.9% | Reduced |
| Qtron Investments LLC | 4,425 | $258.5K | 0.05% | +4,425 | New |
| Central Trust Co | 4,395 | $256.8K | 0.01% | −260−5.6% | Reduced |
| Quantinno Capital Management LP | 4,366 | $255.0K | 0.01% | −9,401−68.3% | Reduced |
| Allworth Financial LP | 4,343 | $253.7K | 0.00% | +2,480+133.1% | Added |
| Larson Financial Group LLC | 4,335 | $253.3K | 0.03% | −4,472−50.8% | Reduced |
| Sound Stewardship, LLC | 4,226 | $246.9K | 0.16% | 00.0% | Unchanged |
| Verity Asset Management, Inc. | 4,206 | $245.7K | 0.18% | +188+4.7% | Added |
| Westwood Holdings Group Inc. | 4,178 | $244.0K | 0.00% | +4,178 | New |
| Evoke Wealth, LLC | 4,173 | $243.8K | 0.01% | +31+0.7% | Added |
| Intercontinental Wealth Advisors, LLC | 4,171 | $243.7K | 0.06% | +152+3.8% | Added |
| D.A. Davidson & Co. | 4,088 | $238.9K | 0.00% | +3+0.1% | Added |
| Woodward Diversified Capital, LLC | 4,083 | $238.5K | 0.18% | −55−1.3% | Reduced |
| Keybank National Association | 4,052 | $236.7K | 0.00% | −4,746−53.9% | Reduced |
| Golden State Equity Partners | 3,999 | $233.6K | 0.07% | +3,999 | New |
| Sound View Wealth Advisors Group, LLC | 3,972 | $232.0K | 0.03% | −211−5.0% | Reduced |
| Rockland Trust Co | 3,961 | $231.4K | 0.01% | −326−7.6% | Reduced |
| Coldstream Capital Management Inc | 3,919 | $228.9K | 0.01% | +136+3.6% | Added |
| Checchi Capital Advisers, LLC | 3,900 | $227.9K | 0.02% | −453−10.4% | Reduced |
| Texas Yale Capital Corp. | 3,892 | $227.4K | 0.01% | 00.0% | Unchanged |
| PAX Financial Group, LLC | 3,872 | $226.2K | 0.05% | −16−0.4% | Reduced |
| Symmetry Partners, LLC | 3,872 | $226.0K | 0.01% | 00.0% | Unchanged |
| Waters Parkerson & Co., LLC | 3,835 | $224.0K | 0.01% | 00.0% | Unchanged |
| Tradewinds, LLC. | 3,813 | $222.8K | 0.13% | 00.0% | Unchanged |
| Banque Pictet & Cie SA | 3,768 | $220.1K | 0.00% | +367+10.8% | Added |
| First National Advisers, LLC | 3,761 | $219.7K | 0.20% | 00.0% | Unchanged |
| Level Four Advisory Services, LLC | 3,736 | $218.3K | 0.01% | +3,736 | New |
| Sound Income Strategies, LLC | 3,718 | $217.2K | 0.02% | 00.0% | Unchanged |
| Marcum Wealth, LLC | 3,710 | $216.7K | 0.03% | +124+3.5% | Added |
| Capital Asset Advisory Services LLC | 3,576 | $215.1K | 0.02% | −416−10.4% | Reduced |
| Accurate Wealth Management, LLC | 3,548 | $213.5K | 0.07% | +76+2.2% | Added |
| B. Metzler seel. Sohn & Co. AG | 3,644 | $213.0K | 0.00% | 00.0% | Unchanged |
| United Capital Management of KS, Inc. | 3,621 | $211.6K | 0.07% | −310−7.9% | Reduced |
| Sunbelt Securities, Inc. | 3,613 | $211.1K | 0.03% | +167+4.8% | Added |
| Kavar Capital Partners Group, LLC | 3,603 | $210.5K | 0.04% | 00.0% | Unchanged |
| Cornell Pochily Investment Advisors, Inc. | 3,516 | $205.4K | 0.08% | 00.0% | Unchanged |
| Vident Investment Advisory, LLC | 3,471 | $203.1K | 0.01% | +3,471 | New |
| Beacon Pointe Advisors, LLC | 3,447 | $201.4K | 0.00% | −660−16.1% | Reduced |
| Benjamin Edwards Inc | 3,431 | $200.0K | 0.05% | −3,255−48.7% | Reduced |
| Horizon Investments, LLC | 3,410 | $199.2K | 0.01% | −131−3.7% | Reduced |
| Bessemer Group Inc | 3,021 | $176.0K | 0.00% | +1,244+70.0% | Added |
| Ameritas Investment Partners, Inc. | 2,872 | $167.8K | 0.01% | 00.0% | Unchanged |
| Quent Capital, LLC | 2,861 | $167.1K | 0.03% | +50+1.8% | Added |
| Riggs Asset Managment Co. Inc. | 2,800 | $163.6K | 0.06% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 2,747 | $160.5K | 0.02% | +28+1.0% | Added |
| Trust Co of Vermont | 2,598 | $151.8K | 0.01% | +598+29.9% | Added |
| IMA Wealth, Inc. | 2,509 | $146.6K | 0.04% | −780−23.7% | Reduced |
| Tompkins Financial Corp | 2,484 | $145.1K | 0.02% | 00.0% | Unchanged |
| Signaturefd, LLC | 2,386 | $139.4K | 0.00% | +254+11.9% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 2,370 | $138.0K | 0.00% | −715−23.2% | Reduced |
| DuPont Capital Management Corp | 2,119 | $123.8K | 0.01% | −542−20.4% | Reduced |
| Kelly Financial Services LLC | 2,054 | $120.0K | 0.06% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 2,008 | $117.3K | 0.01% | +61+3.1% | Added |
| ICA Group Wealth Management, LLC | 2,000 | $116.8K | 0.03% | 00.0% | Unchanged |
| Credit Agricole S A | 1,912 | $111.7K | 0.00% | −1,692−46.9% | Reduced |
| Global Retirement Partners, LLC | 1,907 | $111.4K | 0.01% | −2,289−54.6% | Reduced |
| Johnson Midwest Financial, LLC | 1,867 | $109.1K | 0.10% | 00.0% | Unchanged |
| Ostrum Asset Management | 1,791 | $104.6K | 0.01% | +1+0.1% | Added |