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, Q3 2023
Institutional positions in Evergy, Inc. as of Sep 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
- 663
- +7 vs. Q2 2023
- Shares held
- 192.0M
- +4.53M (+2.4%) vs. Q2 2023
- Total value
- $9.73B
- −$1.20B (−11.0%) vs. Q2 2023
- New holders
- 69
- 261 more added
- Sold out
- 62
- 216 more reduced
8 institutions that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2023
Shares, value and share of portfolio for each institution holding Evergy, Inc.; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 29,358,216 | $1.49B | 0.04% | +186,235+0.6% | Added |
| BlackRock Inc. | 16,844,305 | $854.0M | 0.02% | −769,816−4.4% | Reduced |
| State Street Corp | 13,299,498 | $674.3M | 0.04% | −618,472−4.4% | Reduced |
| Price T Rowe Associates Inc | 9,237,466 | $468.3M | 0.07% | −58,097−0.6% | Reduced |
| Invesco Ltd. | 5,379,004 | $272.7M | 0.07% | +261,664+5.1% | Added |
| Geode Capital Management, LLC | 5,340,946 | $270.2M | 0.03% | +104,622+2.0% | Added |
| Franklin Resources Inc | 5,126,373 | $259.9M | 0.13% | +35,566+0.7% | Added |
| Magellan Asset Management Ltd | 3,311,767 | $167.9M | 1.78% | −112,504−3.3% | Reduced |
| FMR LLC | 3,086,670 | $156.5M | 0.01% | −3,161,681−50.6% | Reduced |
| Northern Trust Corp | 2,958,136 | $150.0M | 0.03% | +40,916+1.4% | Added |
| Capital International Investors | 2,787,742 | $141.3M | 0.04% | −1,561,179−35.9% | Reduced |
| Citadel Advisors LLC | 2,780,039 | $140.9M | 0.15% | +2,598,744+1,433.4% | Added |
| American Century Companies Inc | 2,670,913 | $135.4M | 0.10% | +277,892+11.6% | Added |
| Bluescape Energy Partners LLC | 2,657,473 | $134.7M | 26.03% | 00.0% | Unchanged |
| Zimmer Partners, LP | 2,643,162 | $134.0M | 3.54% | +912,179+52.7% | Added |
| Bank of New York Mellon Corp | 2,548,598 | $129.2M | 0.03% | +422,152+19.9% | Added |
| Morgan Stanley | 2,466,036 | $125.0M | 0.01% | +489,101+24.7% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 2,185,914 | $110.8M | 0.28% | −82,052−3.6% | Reduced |
| Pictet Asset Management Holding SA | 2,104,130 | $106.7M | 0.13% | +2,104,130 | New |
| Federated Hermes, Inc. | 2,081,982 | $105.6M | 0.28% | +3,948+0.2% | Added |
| First Trust Advisors LP | 2,065,733 | $104.7M | 0.12% | +48,641+2.4% | Added |
| Legal & General Group Plc | 2,040,961 | $103.5M | 0.04% | −95,451−4.5% | Reduced |
| Cohen & Steers, Inc. | 1,958,349 | $99.3M | 0.23% | −329,703−14.4% | Reduced |
| Massachusetts Financial Services Co | 1,890,325 | $95.8M | 0.03% | +35,462+1.9% | Added |
| Ameriprise Financial Inc | 1,592,973 | $80.8M | 0.03% | −33,682−2.1% | Reduced |
| Duff & Phelps Investment Management Co | 1,556,811 | $78.9M | 1.04% | +483,355+45.0% | Added |
| Gabelli Funds LLC | 1,445,657 | $73.3M | 0.59% | −52,043−3.5% | Reduced |
| Thompson Siegel & Walmsley LLC | 1,445,400 | $73.3M | 1.22% | +103,152+7.7% | Added |
| California Public Employees Retirement System | 1,442,685 | $73.1M | 0.06% | −8,643−0.6% | Reduced |
| Charles Schwab Investment Management Inc | 1,367,232 | $69.3M | 0.02% | +15,960+1.2% | Added |
| ExodusPoint Capital Management, LP | 1,300,430 | $65.9M | 0.85% | +1,192,689+1,107.0% | Added |
| Epoch Investment Partners, Inc. | 1,272,260 | $64.5M | 0.41% | −408,629−24.3% | Reduced |
| JPMorgan Chase & Co | 1,249,310 | $63.3M | 0.01% | −44,745−3.5% | Reduced |
| Manning & Napier Group, LLC | 1,236,592 | $62.7M | 0.78% | +6,485+0.5% | Added |
| Assenagon Asset Management S.A. | 1,029,495 | $52.2M | 0.18% | +715,892+228.3% | Added |
| Victory Capital Management Inc | 983,763 | $49.9M | 0.06% | −119,431−10.8% | Reduced |
| APG Asset Management N.V. | 972,566 | $49.3M | 0.10% | −1,084−0.1% | Reduced |
| Dimensional Fund Advisors LP | 955,959 | $48.5M | 0.02% | +38,089+4.1% | Added |
| Goldman Sachs Group Inc | 949,500 | $48.1M | 0.01% | +255,060+36.7% | Added |
| Millennium Management LLC | 862,952 | $43.8M | 0.05% | +357,439+70.7% | Added |
| Allianz Asset Management GmbH | 851,309 | $43.2M | 0.09% | −72,183−7.8% | Reduced |
| Empower Advisory Group, LLC | 816,916 | $41.4M | 0.18% | −70,196−7.9% | Reduced |
| Pinebridge Investments, L.P. | 813,215 | $41.2M | 0.46% | +302,820+59.3% | Added |
| Adage Capital Partners GP, L.L.C. | 790,882 | $40.1M | 0.09% | +124,500+18.7% | Added |
| UBS Asset Management Americas Inc | 750,972 | $38.1M | 0.02% | −76,570−9.3% | Reduced |
| Swiss National Bank | 738,826 | $37.5M | 0.03% | −90,400−10.9% | Reduced |
| Amundi | 731,122 | $36.5M | 0.02% | +43,274+6.3% | Added |
| Jupiter Asset Management Ltd | 693,966 | $35.2M | 0.39% | −96,272−12.2% | Reduced |
| Barclays PLC | 684,798 | $34.7M | 0.02% | +236,233+52.7% | Added |
| AQR Capital Management LLC | 667,288 | $33.8M | 0.07% | −6,297−0.9% | Reduced |
| Envestnet Asset Management Inc | 661,089 | $33.5M | 0.02% | +95,129+16.8% | Added |
| Nuveen Asset Management, LLC | 636,503 | $32.3M | 0.01% | +127,085+24.9% | Added |
| UBS Group AG | 632,960 | $32.1M | 0.01% | +54,767+9.5% | Added |
| Old Republic International Corporation | 630,246 | $32.0M | 1.19% | +90,000+16.7% | Added |
| Zacks Investment Management | 628,919 | $31.9M | 0.41% | −5,020−0.8% | Reduced |
| Vaughan David Investments LLC | 611,423 | $31.0M | 0.94% | +21,634+3.7% | Added |
| Captrust Financial Advisors | 593,857 | $30.1M | 0.12% | +21,290+3.7% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 570,405 | $28.9M | 0.02% | −6,582−1.1% | Reduced |
| Credit Suisse AG | 560,637 | $28.4M | 0.03% | +198,101+54.6% | Added |
| BNP Paribas Arbitrage, SA | 547,585 | $27.8M | 0.06% | +194,997+55.3% | Added |
| RNC Capital Management LLC | 539,696 | $27.4M | 1.70% | −23,808−4.2% | Reduced |
| Scout Investments, Inc. | 547,771 | $26.3M | 0.60% | +240,855+78.5% | Added |
| Bank of America Corp | 518,955 | $26.3M | 0.00% | −85,448−14.1% | Reduced |
| Deutsche Bank AG | 508,127 | $25.8M | 0.02% | +64,572+14.6% | Added |
| HITE Hedge Asset Management LLC | 503,421 | $25.5M | 2.74% | +450,000+842.4% | Added |
| LSV Asset Management | 497,400 | $25.2M | 0.06% | −21,981−4.2% | Reduced |
| Panagora Asset Management Inc | 495,951 | $25.1M | 0.16% | +434,425+706.1% | Added |
| HSBC Holdings PLC | 475,609 | $24.1M | 0.03% | +166,302+53.8% | Added |
| Cubist Systematic Strategies, LLC | 466,069 | $23.6M | 0.29% | +388,835+503.5% | Added |
| Martingale Asset Management L P | 450,431 | $22.8M | 0.48% | −8,686−1.9% | Reduced |
| Guggenheim Capital LLC | 447,477 | $22.7M | 0.20% | +154,418+52.7% | Added |
| Qube Research & Technologies Ltd | 434,303 | $22.0M | 0.07% | +383,407+753.3% | Added |
| Eagle Asset Management Inc | 424,741 | $21.5M | 0.13% | −10,386−2.4% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 413,364 | $21.0M | 0.17% | +337+0.1% | Added |
| Energy Income Partners, LLC | 404,434 | $20.5M | 0.47% | +8,999+2.3% | Added |
| Rhumbline Advisers | 391,071 | $19.8M | 0.02% | −722−0.2% | Reduced |
| SEI Investments Co | 379,262 | $19.2M | 0.03% | +33,528+9.7% | Added |
| Thrivent Financial for Lutherans | 363,739 | $18.4M | 0.04% | −63,431−14.8% | Reduced |
| Two Sigma Investments, LP | 363,296 | $18.4M | 0.05% | +159,011+77.8% | Added |
| Gamco Investors, Inc. Et Al | 349,524 | $17.7M | 0.21% | −82,066−19.0% | Reduced |
| Royal Bank of Canada | 347,263 | $17.6M | 0.01% | −29,603−7.9% | Reduced |
| CWM, LLC | 337,049 | $17.1M | 0.10% | −26,538−7.3% | Reduced |
| Citigroup Inc | 331,511 | $16.8M | 0.02% | +36,370+12.3% | Added |
| California State Teachers Retirement System | 331,075 | $16.8M | 0.03% | −22,642−6.4% | Reduced |
| Voloridge Investment Management, LLC | 323,594 | $16.4M | 0.08% | +250,557+343.1% | Added |
| Point72 Asset Management, L.P. | 317,233 | $16.1M | 0.05% | +59,233+23.0% | Added |
| GW Henssler & Associates Ltd | 314,012 | $15.9M | 1.09% | +6,427+2.1% | Added |
| New York State Teachers Retirement System | 313,701 | $15.9M | 0.04% | −1,685−0.5% | Reduced |
| Alliancebernstein L.P. | 311,584 | $15.8M | 0.01% | −28,380−8.3% | Reduced |
| Neuberger Berman Group LLC | 303,447 | $15.4M | 0.01% | −95,675−24.0% | Reduced |
| Renaissance Technologies LLC | 302,202 | $15.3M | 0.03% | +199,800+195.1% | Added |
| State Board of Administration of Florida Retirement System | 291,627 | $14.8M | 0.03% | −6,870−2.3% | Reduced |
| Wedge Capital Management L L P | 288,944 | $14.6M | 0.29% | −64,023−18.1% | Reduced |
| Principal Financial Group Inc | 283,606 | $14.4M | 0.01% | +153+0.1% | Added |
| Crawford Investment Counsel Inc | 277,742 | $14.1M | 0.31% | +2,034+0.7% | Added |
| Lighthouse Investment Partners, LLC | 271,101 | $13.7M | 0.82% | +271,101 | New |
| Susquehanna International Group, LLP | 265,707 | $13.5M | 0.02% | +196,770+285.4% | Added |
| Russell Investments Group, Ltd. | 261,342 | $13.3M | 0.03% | +14,516+5.9% | Added |
| Allspring Global Investments Holdings, LLC | 256,884 | $13.0M | 0.02% | −41,079−13.8% | Reduced |
| Squarepoint Ops LLC | 250,101 | $12.7M | 0.06% | +166,094+197.7% | Added |