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 |
|---|---|---|---|---|---|
| First Command Bank | 1,600 | $93.5K | 0.01% | −115−6.7% | Reduced |
| First Command Financial Services, Inc. | 1,600 | $93.5K | 0.01% | −115−6.7% | Reduced |
| UniSuper Management Pty Ltd | 1,600 | $93.5K | 0.00% | +1,600 | New |
| Centennial Bank | 1,554 | $90.8K | 0.06% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 1,509 | $88.2K | 0.00% | −3,781−71.5% | Reduced |
| South State Corp. | 1,500 | $87.6K | 0.01% | 00.0% | Unchanged |
| Sentry Investment Management LLC | 1,491 | $87.0K | 0.03% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 1,480 | $86.0K | 0.00% | +1,480 | New |
| WealthPLAN Partners, LLC | 1,449 | $84.7K | 0.01% | −8−0.5% | Reduced |
| Virtus Investment Advisers, Inc. | 1,443 | $84.3K | 0.06% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 1,388 | $81.1K | 0.02% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 1,366 | $79.8K | 0.03% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 1,334 | $77.9K | 0.03% | +2+0.2% | Added |
| LJI Wealth Management, LLC | 77,815 | $77.8K | 0.02% | +77,815 | New |
| Quadrant Capital Group LLC | 1,281 | $74.8K | 0.01% | −321−20.0% | Reduced |
| Delta Asset Management LLC | 1,280 | $74.8K | 0.01% | −52−3.9% | Reduced |
| Huntington National Bank | 1,271 | $74.3K | 0.00% | +133+11.7% | Added |
| American State Bank (Iowa) | 1,196 | $69.9K | 0.05% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 1,174 | $68.6K | 0.02% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 1,139 | $66.5K | 0.00% | −497−30.4% | Reduced |
| Tucker Asset Management LLC | 1,112 | $65.0K | 0.02% | −42−3.6% | Reduced |
| Crewe Advisors LLC | 1,092 | $63.8K | 0.01% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 1,010 | $59.0K | 0.03% | +1,010 | New |
| Alaska Permanent Fund Corp | 1,010 | $59.0K | 0.00% | +1,010 | New |
| Montag A & Associates Inc | 1,000 | $58.4K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 1,000 | $58.4K | 0.00% | 00.0% | Unchanged |
| Ruedi Wealth Management, Inc. | 1,000 | $58.4K | 0.03% | 00.0% | Unchanged |
| First Financial Corp | 1,000 | $58.4K | 0.04% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 999 | $58.3K | 0.00% | +68+7.3% | Added |
| Smithfield Trust Co | 999 | $58.0K | 0.00% | +75+8.1% | Added |
| First Horizon Advisors, Inc. | 990 | $57.9K | 0.00% | +1+0.1% | Added |
| Caldwell Sutter Capital, Inc. | 956 | $55.9K | 0.03% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 944 | $55.0K | 0.01% | +329+53.5% | Added |
| Rocky Mountain Advisers, LLC | 886 | $54.2K | 0.03% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 869 | $53.0K | 0.00% | −640−42.4% | Reduced |
| Deseret Mutual Benefit Administrators | 850 | $49.7K | 0.02% | −18−2.1% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 847 | $49.5K | 0.00% | +7+0.8% | Added |
| City Holding Co | 808 | $47.2K | 0.01% | 00.0% | Unchanged |
| Spire Wealth Management | 808 | $47.2K | 0.00% | +82+11.3% | Added |
| City State Bank | 808 | $47.0K | 0.03% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 800 | $46.7K | 0.00% | 00.0% | Unchanged |
| Spirit of America Management Corp | 800 | $46.7K | 0.01% | +800 | New |
| Whittier Trust Co | 781 | $45.6K | 0.00% | 00.0% | Unchanged |
| Leonteq Securities AG | 695 | $40.6K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 691 | $40.4K | 0.00% | +3+0.4% | Added |
| Parkside Financial Bank & Trust | 687 | $40.1K | 0.01% | −12−1.7% | Reduced |
| Pin Oak Investment Advisors Inc | 660 | $39.0K | 0.04% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 676 | $39.0K | 0.00% | +67+11.0% | Added |
| Atwood & Palmer Inc | 655 | $38.3K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 648 | $37.9K | 0.00% | −44−6.4% | Reduced |
| Washington Trust Co | 647 | $37.8K | 0.00% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 600 | $35.7K | 0.00% | 00.0% | Unchanged |
| M&R Capital Management Inc | 610 | $35.6K | 0.01% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 598 | $34.9K | 0.01% | 00.0% | Unchanged |
| Key Financial Inc | 598 | $34.9K | 0.01% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 588 | $34.4K | 0.01% | +32+5.8% | Added |
| TD Waterhouse Canada Inc. | 573 | $33.5K | 0.00% | −59−9.3% | Reduced |
| Whittier Trust Co of Nevada Inc | 571 | $33.4K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 534 | $31.2K | 0.01% | +534 | New |
| Motco | 524 | $30.6K | 0.00% | +25+5.0% | Added |
| Financial Avengers, Inc. | 524 | $30.6K | 0.02% | +6+1.2% | Added |
| Mechanics Financial Corp | 520 | $30.4K | 0.02% | 00.0% | Unchanged |
| V-Square Quantitative Management LLC | 513 | $30.0K | 0.02% | +513 | New |
| PSI Advisors, LLC | 500 | $29.2K | 0.01% | 00.0% | Unchanged |
| Truvestments Capital LLC | 493 | $28.8K | 0.01% | +5+1.0% | Added |
| Carolina Wealth Advisors, LLC | 478 | $27.9K | 0.02% | 00.0% | Unchanged |
| Bank of New Hampshire | 478 | $27.9K | 0.01% | +478 | New |
| Private Trust Co NA | 462 | $27.0K | 0.00% | −2−0.4% | Reduced |
| Colonial Trust Advisors | 456 | $26.6K | 0.00% | −141−23.6% | Reduced |
| CNB Bank | 447 | $26.1K | 0.02% | +432+2,880.0% | Added |
| Dividend Assets Capital, LLC | 436 | $25.0K | 0.01% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 416 | $24.3K | 0.00% | +255+158.4% | Added |
| Red Tortoise LLC | 411 | $24.0K | 0.02% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 402 | $23.5K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 383 | $22.4K | 0.00% | −15−3.8% | Reduced |
| FinTrust Capital Advisors, LLC | 354 | $22.3K | 0.01% | 00.0% | Unchanged |
| Cambridge Trust Co | 375 | $21.9K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 371 | $21.7K | 0.01% | +371 | New |
| Achmea Investment Management B.V. | 331 | $20.0K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 334 | $20.0K | 0.02% | +116+53.2% | Added |
| Capital Advisors, Ltd. LLC | 331 | $19.0K | 0.00% | +114+52.5% | Added |
| Baystate Wealth Management LLC | 316 | $18.5K | 0.00% | +3+1.0% | Added |
| Tortoise Investment Management, LLC | 312 | $18.2K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 310 | $18.1K | 0.01% | +136+78.2% | Added |
| Clear Street Markets LLC | 300 | $18.0K | 0.01% | −151−33.5% | Reduced |
| Valley National Advisers Inc | 299 | $18.0K | 0.00% | 00.0% | Unchanged |
| Financial Synergies Wealth Advisors, Inc. | 303 | $17.7K | 0.00% | +4+1.3% | Added |
| Robbins Farley LLC | 299 | $17.5K | 0.01% | +299 | New |
| Foster Dykema Cabot & Co Inc | 299 | $17.0K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 283 | $16.5K | 0.00% | +1+0.4% | Added |
| North Star Investment Management Corp. | 276 | $16.1K | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 271 | $15.8K | 0.00% | +3+1.1% | Added |
| Mark Sheptoff Financial Planning, LLC | 269 | $15.7K | 0.01% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 260 | $15.0K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 256 | $15.0K | 0.00% | −102−28.5% | Reduced |
| Missouri Trust & Investment Co | 226 | $13.2K | 0.01% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 221 | $12.9K | 0.00% | +7+3.3% | Added |
| Sofos Investments, Inc. | 58 | $12.9K | 0.06% | −3−4.9% | Reduced |
| Evermay Wealth Management LLC | 220 | $12.9K | 0.00% | −10−4.3% | Reduced |
| Riverview Trust Co | 215 | $12.6K | 0.01% | 00.0% | Unchanged |