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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.

Institutional holdersQ3 2023: 663 institutions
Q1 2021: 586 institutionsQ2 2021: 581 institutionsQ3 2021: 593 institutionsQ4 2021: 633 institutionsQ1 2022: 641 institutionsQ2 2022: 640 institutionsQ3 2022: 651 institutionsQ4 2022: 686 institutionsQ1 2023: 654 institutionsQ2 2023: 664 institutionsQ3 2023: 663 institutionsQ4 2023: 706 institutionsQ1 2024: 693 institutionsQ2 2024: 702 institutionsQ3 2024: 722 institutionsQ4 2024: 776 institutionsQ1 2025: 821 institutionsQ2 2025: 821 institutionsQ3 2025: 854 institutionsQ4 2025: 925 institutionsQ1 2026: 924 institutionsQ2 2026: 948 institutions
Value heldQ3 2023: $9.73B
Q1 2021: $11.3BQ2 2021: $11.9BQ3 2021: $12.3BQ4 2021: $13.7BQ1 2022: $13.0BQ2 2022: $12.5BQ3 2022: $11.4BQ4 2022: $12.0BQ1 2023: $11.8BQ2 2023: $11.1BQ3 2023: $9.73BQ4 2023: $10.5BQ1 2024: $10.4BQ2 2024: $10.4BQ3 2024: $12.3BQ4 2024: $12.5BQ1 2025: $13.9BQ2 2025: $14.3BQ3 2025: $16.3BQ4 2025: $15.4BQ1 2026: $17.6BQ2 2026: $18.8B
Institutions holding EVRG and their total value by quarter
QuarterHoldersValue
Q2 2026948$18.8B
Q1 2026924$17.6B
Q4 2025925$15.4B
Q3 2025854$16.3B
Q2 2025821$14.3B
Q1 2025821$13.9B
Q4 2024776$12.5B
Q3 2024722$12.3B
Q2 2024702$10.4B
Q1 2024693$10.4B
Q4 2023706$10.5B
Q3 2023663$9.73B
Q2 2023664$11.1B
Q1 2023654$11.8B
Q4 2022686$12.0B
Q3 2022651$11.4B
Q2 2022640$12.5B
Q1 2022641$13.0B
Q4 2021633$13.7B
Q3 2021593$12.3B
Q2 2021581$11.9B
Q1 2021586$11.3B

Institutions, Q3 2023

Shares, value and share of portfolio for each institution holding Evergy, Inc.; share changes are against Q2 2023.

Institutions holding EVRG in Q3 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Steward Financial Group LLC13$00.00%+13New
Psagot Value Holdings Ltd. / (Israel)3$00.00%+3New
VisionPoint Advisory Group, LLC4$2030.00%+4New
True Wealth Design, LLC5$2540.00%00.0%Unchanged
WestEnd Advisors, LLC6$3040.00%+6New
SOA Wealth Advisors, LLC.8$4060.00%00.0%Unchanged
Orion Capital Management LLC10$5070.00%+10New
Hibernia Wealth Partners, LLC10$5070.00%+10New
Tfo-TDC, LLC10$5840.00%+10New
Delos Wealth Advisors, LLC11$6050.00%00.0%Unchanged
Stonebridge Capital Advisors LLC12$6080.00%00.0%Unchanged
SJS Investment Consulting Inc.14$7100.00%+2+16.7%Added
Indiana Trust & Investment Management CO14$7100.00%+14New
Beacon Capital Management, LLC15$8760.00%00.0%Unchanged
Manchester Capital Management LLC19$9640.00%−23−54.8%Reduced
Transamerica Financial Advisors, Inc.14$1.00K0.00%−1−6.7%Reduced
Centerpoint Advisors, LLC16$1.00K0.00%00.0%Unchanged
MV Capital Management, Inc.22$1.12K0.00%−12−35.3%Reduced
Kayne Anderson Rudnick Investment Management LLC24$1.22K0.00%00.0%Unchanged
JFS Wealth Advisors, LLC25$1.27K0.00%−44−63.8%Reduced
Raffa Wealth Management, LLC33$1.67K0.00%00.0%Unchanged
Retirement Group, LLC34$1.72K0.00%00.0%Unchanged
Baker Avenue Asset Management, LP34$1.72K0.00%+16+88.9%Added
Salomon & Ludwin, LLC39$1.98K0.00%+39New
Country Trust Bank52$2.64K0.00%00.0%Unchanged
Bell Investment Advisors, Inc54$2.74K0.00%+3+5.9%Added
JJJ Advisors Inc.60$3.04K0.00%+4+7.1%Added
Hollencrest Capital Management65$3.30K0.00%00.0%Unchanged
Federation des caisses Desjardins du Quebec71$3.60K0.00%00.0%Unchanged
JNBA Financial Advisors73$3.70K0.00%00.0%Unchanged
Financial Management Professionals, Inc.76$4.00K0.00%+7+10.1%Added
West Tower Group, LLC83$4.21K0.00%+83New
Sutton Wealth Advisors Inc.88$4.46K0.00%+3+3.5%Added
Eagle Bay Advisors LLC89$4.51K0.00%00.0%Unchanged
Bartlett & Co. Wealth Management LLC89$4.51K0.00%00.0%Unchanged
Toth Financial Advisory Corp94$4.77K0.00%+94New
Private Ocean, LLC96$4.87K0.00%00.0%Unchanged
Bartlett & Co. LLC89$5.00K0.00%00.0%Unchanged
Gables Capital Management Inc.100$5.07K0.00%00.0%Unchanged
Annis Gardner Whiting Capital Advisors, LLC101$5.12K0.00%+101New
RFP Financial Group LLC109$5.53K0.00%00.0%Unchanged
Salem Investment Counselors Inc110$5.58K0.00%00.0%Unchanged
Caldwell Trust Co113$5.73K0.00%00.0%Unchanged
GW&K Investment Management, LLC123$6.00K0.00%+9+7.9%Added
Avion Wealth132$6.00K0.00%+11+9.1%Added
TSFG, LLC113$6.00K0.00%00.0%Unchanged
Northwest Investment Counselors, LLC119$6.03K0.00%00.0%Unchanged
Ritter Daniher Financial Advisory LLC119$6.03K0.00%00.0%Unchanged
Horizon Bancorp Inc134$7.00K0.00%00.0%Unchanged
Paladin Advisory Group, LLC145$7.35K0.01%00.0%Unchanged
Cornerstone Planning Group LLC151$7.66K0.00%−220−59.3%Reduced
Koesten, Hirschmann & Crabtree, INC.151$7.66K0.01%00.0%Unchanged
Capital Analysts, LLC160$8.00K0.00%+87+119.2%Added
Prestige Wealth Management Group LLC158$8.01K0.00%+79+100.0%Added
CGC Financial Services, LLC164$8.31K0.01%00.0%Unchanged
Earnest Partners LLC174$8.82K0.00%00.0%Unchanged
Sugarloaf Wealth Management, LLC176$8.92K0.00%00.0%Unchanged
Certified Advisory Corp191$9.68K0.00%00.0%Unchanged
Clearstead Advisors, LLC198$10.0K0.00%−218−52.4%Reduced
Column Capital Advisors, LLC200$10.1K0.00%00.0%Unchanged
Carmel Capital Partners, LLC201$10.2K0.00%+201New
Hexagon Capital Partners LLC207$10.5K0.00%−76−26.9%Reduced
Glassman Wealth Services215$10.9K0.00%+64+42.4%Added
Evermay Wealth Management LLC220$11.2K0.00%00.0%Unchanged
Missouri Trust & Investment Co226$11.5K0.01%00.0%Unchanged
EverSource Wealth Advisors, LLC250$12.7K0.00%+29+13.1%Added
Acadian Asset Management LLC260$13.0K0.00%00.0%Unchanged
Pacifica Partners Inc.275$13.3K0.01%+275New
Mark Sheptoff Financial Planning, LLC269$13.6K0.01%00.0%Unchanged
Focused Wealth Management, Inc274$13.9K0.00%+3+1.1%Added
North Star Investment Management Corp.276$14.0K0.00%00.0%Unchanged
Farther Finance Advisors, LLC284$14.4K0.00%+88+44.9%Added
Lindbrook Capital, LLC284$14.4K0.00%+28+10.9%Added
Versant Capital Management, Inc294$14.9K0.00%−16−5.2%Reduced
Capital Advisors, Ltd. LLC303$15.0K0.00%−28−8.5%Reduced
Foster Dykema Cabot & Co Inc299$15.0K0.00%00.0%Unchanged
First Command Advisory Services, Inc.300$15.2K0.00%+300New
Financial Synergies Wealth Advisors, Inc.306$15.5K0.00%+3+1.0%Added
Tortoise Investment Management, LLC312$15.8K0.00%00.0%Unchanged
Brown Brothers Harriman & Co315$16.0K0.00%+140+80.0%Added
Baystate Wealth Management LLC327$16.6K0.00%+11+3.5%Added
AdvisorNet Financial, Inc374$19.0K0.00%−1,634−81.4%Reduced
Cambridge Trust Co375$19.0K0.00%00.0%Unchanged
Parkside Financial Bank & Trust382$19.4K0.00%−305−44.4%Reduced
Farmers & Merchants Investments Inc383$19.4K0.00%00.0%Unchanged
Dividend Assets Capital, LLC400$20.0K0.00%−36−8.3%Reduced
Alaska Permanent Fund Corp404$20.5K0.00%−606−60.0%Reduced
Red Tortoise LLC411$20.8K0.01%00.0%Unchanged
Sofos Investments, Inc.443$21.6K0.00%+385+663.8%Added
Covestor Ltd436$22.0K0.02%+102+30.5%Added
Valley National Advisers Inc434$22.0K0.00%+135+45.2%Added
Colonial Trust Advisors446$22.6K0.00%−10−2.2%Reduced
CNB Bank447$22.7K0.01%00.0%Unchanged
Private Trust Co NA462$23.4K0.00%00.0%Unchanged
Carolina Wealth Advisors, LLC478$24.2K0.01%00.0%Unchanged
Bank of New Hampshire478$24.2K0.01%00.0%Unchanged
Truvestments Capital LLC493$25.0K0.01%00.0%Unchanged
Motco501$25.4K0.00%−23−4.4%Reduced
Mechanics Financial Corp520$26.4K0.01%00.0%Unchanged
Financial Avengers, Inc.529$26.8K0.02%+5+1.0%Added