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 |
|---|---|---|---|---|---|
| Column Capital Advisors, LLC | 200 | $11.7K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 196 | $11.4K | 0.00% | −9−4.4% | Reduced |
| Certified Advisory Corp | 191 | $11.2K | 0.00% | +165+634.6% | Added |
| Sugarloaf Wealth Management, LLC | 176 | $10.3K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 175 | $10.2K | 0.00% | +175 | New |
| Earnest Partners LLC | 174 | $10.2K | 0.00% | 00.0% | Unchanged |
| Coastal Capital Group, Inc. | 165 | $9.62K | 0.00% | +2+1.2% | Added |
| CGC Financial Services, LLC | 164 | $9.58K | 0.01% | +164 | New |
| Koesten, Hirschmann & Crabtree, INC. | 151 | $8.82K | 0.01% | 00.0% | Unchanged |
| Glassman Wealth Services | 151 | $8.82K | 0.00% | 00.0% | Unchanged |
| Paladin Advisory Group, LLC | 145 | $8.47K | 0.01% | 00.0% | Unchanged |
| Horizon Bancorp Inc | 134 | $8.00K | 0.01% | 00.0% | Unchanged |
| 25 LLC | 128 | $7.73K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 121 | $7.00K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 113 | $7.00K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 114 | $7.00K | 0.00% | +114 | New |
| Ritter Daniher Financial Advisory LLC | 119 | $6.95K | 0.00% | 00.0% | Unchanged |
| Northwest Investment Counselors, LLC | 119 | $6.95K | 0.00% | 00.0% | Unchanged |
| Caldwell Trust Co | 113 | $6.60K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 110 | $6.43K | 0.00% | 00.0% | Unchanged |
| RFP Financial Group LLC | 109 | $6.37K | 0.00% | 00.0% | Unchanged |
| First Capital Advisors Group, LLC. | 105 | $6.13K | 0.00% | +105 | New |
| Gables Capital Management Inc. | 100 | $5.84K | 0.00% | 00.0% | Unchanged |
| Private Ocean, LLC | 96 | $5.61K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 89 | $5.20K | 0.00% | −15−14.4% | Reduced |
| Bartlett & Co. Wealth Management LLC | 89 | $5.20K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 89 | $5.00K | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 85 | $4.97K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 82 | $4.82K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 79 | $4.62K | 0.00% | +1+1.3% | Added |
| JNBA Financial Advisors | 73 | $4.26K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 71 | $4.15K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 69 | $4.03K | 0.00% | +4+6.2% | Added |
| Financial Management Professionals, Inc. | 69 | $4.00K | 0.00% | +6+9.5% | Added |
| Capital Analysts, LLC | 73 | $4.00K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 65 | $3.80K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 56 | $3.27K | 0.00% | 00.0% | Unchanged |
| Country Trust Bank | 52 | $3.04K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 51 | $2.98K | 0.00% | −6−10.5% | Reduced |
| Ridgewood Investments LLC | 49 | $2.86K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 42 | $2.45K | 0.00% | −36−46.2% | Reduced |
| TD Ameritrade Investment Management, LLC | 39 | $2.00K | 0.00% | 00.0% | Unchanged |
| VitalStone Financial, LLC | 27 | $2.00K | 0.00% | +27 | New |
| MV Capital Management, Inc. | 34 | $1.99K | 0.00% | +6+21.4% | Added |
| Retirement Group, LLC | 34 | $1.99K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 33 | $1.93K | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 25 | $1.46K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 24 | $1.40K | 0.00% | +24 | New |
| BerganKDV Wealth Management, LLC | 19 | $1.11K | 0.00% | −365−95.1% | Reduced |
| Disciplined Investments, LLC | 19 | $1.11K | 0.00% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 18 | $1.05K | 0.00% | +3+20.0% | Added |
| Transamerica Financial Advisors, Inc. | 15 | $1.00K | 0.00% | −3−16.7% | Reduced |
| Centerpoint Advisors, LLC | 16 | $1.00K | 0.00% | 00.0% | Unchanged |
| SkyView Investment Advisors, LLC | 9 | $1.00K | 0.00% | +9 | New |
| Beacon Capital Management, LLC | 15 | $876 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 12 | $702 | 0.00% | −2−14.3% | Reduced |
| Stonebridge Capital Advisors LLC | 12 | $701 | 0.00% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 11 | $643 | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 8 | $467 | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 7 | $409 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 5 | $293 | 0.00% | 00.0% | Unchanged |
| Comerica Bank | 187,321 | $59 | 0.01% | +187,321 | New |
| Venturi Wealth Management, LLC | 1 | $59 | 0.00% | +1 | New |
| ORG Partners LLC | 0 | $29 | 0.00% | 0 | New |
| 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 |