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 |
|---|---|---|---|---|---|
| TD Waterhouse Canada Inc. | 555 | $27.0K | 0.00% | −18−3.1% | Reduced |
| Moisand Fitzgerald Tamayo, LLC | 534 | $27.1K | 0.01% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 547 | $27.7K | 0.01% | +193+54.5% | Added |
| Independence Bank of Kentucky | 556 | $28.2K | 0.01% | −32−5.4% | Reduced |
| Whittier Trust Co of Nevada Inc | 574 | $29.1K | 0.00% | +3+0.5% | Added |
| Capstone Investment Advisors, LLC | 585 | $29.7K | 0.00% | −5,968−91.1% | Reduced |
| Pacific Center for Financial Services | 598 | $30.3K | 0.01% | 00.0% | Unchanged |
| Key Financial Inc | 598 | $30.3K | 0.01% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 600 | $30.4K | 0.00% | 00.0% | Unchanged |
| M&R Capital Management Inc | 610 | $30.9K | 0.01% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 632 | $32.0K | 0.00% | +230+57.2% | Added |
| Washington Trust Co | 647 | $32.8K | 0.00% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 650 | $33.0K | 0.00% | −26−3.8% | Reduced |
| Pin Oak Investment Advisors Inc | 660 | $33.0K | 0.04% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 655 | $33.2K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 684 | $34.7K | 0.00% | −7−1.0% | Reduced |
| Leonteq Securities AG | 695 | $35.2K | 0.00% | 00.0% | Unchanged |
| Itau Unibanco Holding S.A. | 699 | $35.4K | 0.00% | +699 | New |
| Pinnacle Bancorp, Inc. | 713 | $36.1K | 0.01% | −653−47.8% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 722 | $36.6K | 0.00% | −125−14.8% | Reduced |
| Whittier Trust Co | 781 | $39.6K | 0.00% | 00.0% | Unchanged |
| Headinvest, LLC | 834 | $40.1K | 0.01% | +834 | New |
| Heritage Wealth Advisors | 800 | $40.6K | 0.00% | 00.0% | Unchanged |
| City Holding Co | 808 | $41.0K | 0.01% | 00.0% | Unchanged |
| City State Bank | 808 | $41.0K | 0.02% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 813 | $41.2K | 0.02% | −37−4.4% | Reduced |
| Spire Wealth Management | 852 | $43.2K | 0.00% | +44+5.4% | Added |
| Rocky Mountain Advisers, LLC | 886 | $44.9K | 0.02% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 884 | $45.0K | 0.01% | −60−6.4% | Reduced |
| Asset Dedication, LLC | 885 | $45.0K | 0.00% | +885 | New |
| Harbour Investments, Inc. | 932 | $47.3K | 0.00% | −67−6.7% | Reduced |
| First Horizon Advisors, Inc. | 948 | $48.1K | 0.00% | −42−4.2% | Reduced |
| Caldwell Sutter Capital, Inc. | 956 | $48.5K | 0.03% | 00.0% | Unchanged |
| PSI Advisors, LLC | 999 | $50.6K | 0.02% | +499+99.8% | Added |
| Signaturefd, LLC | 1,000 | $50.7K | 0.00% | −1,386−58.1% | Reduced |
| First Financial Corp | 1,000 | $50.7K | 0.03% | 00.0% | Unchanged |
| Montag A & Associates Inc | 1,000 | $50.7K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 1,000 | $50.7K | 0.00% | 00.0% | Unchanged |
| Ruedi Wealth Management, Inc. | 1,000 | $50.7K | 0.03% | 00.0% | Unchanged |
| Smithfield Trust Co | 979 | $51.0K | 0.00% | −20−2.0% | Reduced |
| Glass Jacobson Investment Advisors llc | 1,010 | $51.2K | 0.02% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 901 | $53.0K | 0.00% | +32+3.7% | Added |
| LGT Financial Advisors LLC | 1,064 | $53.9K | 0.07% | +1,064 | New |
| Householder Group Estate & Retirement Specialist, LLC | 1,070 | $54.2K | 0.02% | +1,070 | New |
| Crewe Advisors LLC | 1,092 | $55.4K | 0.01% | 00.0% | Unchanged |
| Bessemer Group Inc | 1,127 | $57.0K | 0.00% | −1,894−62.7% | Reduced |
| Gradient Investments LLC | 1,129 | $57.2K | 0.00% | +481+74.2% | Added |
| Westside Investment Management, Inc. | 1,174 | $59.5K | 0.02% | 00.0% | Unchanged |
| American State Bank (Iowa) | 1,196 | $60.6K | 0.04% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 1,221 | $61.9K | 0.00% | +82+7.2% | Added |
| Penserra Capital Management LLC | 1,269 | $64.0K | 0.00% | −211−14.3% | Reduced |
| Delta Asset Management LLC | 1,280 | $64.9K | 0.01% | 00.0% | Unchanged |
| Spirit of America Management Corp | 1,300 | $65.9K | 0.01% | +500+62.5% | Added |
| Rosenberg Matthew Hamilton | 1,334 | $67.6K | 0.02% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 1,339 | $67.9K | 0.02% | +227+20.4% | Added |
| Sentry Investment Management LLC | 1,334 | $68.0K | 0.03% | −157−10.5% | Reduced |
| South State Corp. | 1,500 | $76.0K | 0.01% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 1,518 | $77.0K | 0.01% | +130+9.4% | Added |
| Huntington National Bank | 1,529 | $77.5K | 0.00% | +258+20.3% | Added |
| Global Retirement Partners, LLC | 1,605 | $78.1K | 0.00% | −302−15.8% | Reduced |
| Centennial Bank | 1,554 | $78.8K | 0.05% | 00.0% | Unchanged |
| Trust Co of Vermont | 1,585 | $80.4K | 0.01% | −1,013−39.0% | Reduced |
| UniSuper Management Pty Ltd | 1,600 | $81.1K | 0.00% | 00.0% | Unchanged |
| Ostrum Asset Management | 1,778 | $90.1K | 0.01% | −13−0.7% | Reduced |
| Quadrant Capital Group LLC | 1,796 | $91.1K | 0.01% | +515+40.2% | Added |
| Johnson Midwest Financial, LLC | 1,867 | $94.7K | 0.21% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 1,900 | $96.3K | 0.00% | −9,754−83.7% | Reduced |
| Kelly Financial Services LLC | 2,054 | $104.1K | 0.05% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 2,085 | $105.7K | 0.00% | +576+38.2% | Added |
| Tompkins Financial Corp | 2,224 | $112.8K | 0.02% | −260−10.5% | Reduced |
| Rogco, LP | 2,263 | $114.7K | 0.06% | +2,263 | New |
| BI Asset Management Fondsmaeglerselskab A/S | 2,370 | $120.0K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 2,483 | $125.9K | 0.01% | −1,852−42.7% | Reduced |
| Peoples Bank | 2,755 | $139.7K | 0.12% | +2,755 | New |
| SRS Capital Advisors, Inc. | 2,778 | $140.9K | 0.02% | +31+1.1% | Added |
| Riggs Asset Managment Co. Inc. | 2,800 | $142.0K | 0.05% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 2,872 | $145.6K | 0.01% | 00.0% | Unchanged |
| Quent Capital, LLC | 3,218 | $163.1K | 0.03% | +357+12.5% | Added |
| Benjamin Edwards Inc | 3,356 | $170.0K | 0.04% | −75−2.2% | Reduced |
| Horizon Investments, LLC | 3,410 | $172.9K | 0.01% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 3,645 | $184.0K | 0.00% | −4,636−56.0% | Reduced |
| Sunbelt Securities, Inc. | 3,652 | $185.2K | 0.03% | +39+1.1% | Added |
| Credit Agricole S A | 3,676 | $186.4K | 0.01% | +1,764+92.3% | Added |
| Sound Income Strategies, LLC | 3,718 | $188.5K | 0.02% | 00.0% | Unchanged |
| Beverly Hills Private Wealth, LLC | 3,979 | $201.7K | 0.06% | −4,294−51.9% | Reduced |
| Leavell Investment Management, Inc. | 3,975 | $202.0K | 0.01% | +3,975 | New |
| Kayne Anderson Capital Advisors LP | 4,000 | $202.8K | 0.01% | −8,700−68.5% | Reduced |
| Golden State Equity Partners | 4,011 | $203.4K | 0.06% | +12+0.3% | Added |
| PAX Financial Group, LLC | 4,032 | $204.4K | 0.05% | +160+4.1% | Added |
| Massmutual Trust Co FSB | 4,059 | $205.8K | 0.01% | −547−11.9% | Reduced |
| NBC Securities, Inc. | 4,074 | $206.0K | 0.02% | +4,074 | New |
| Advisor Partners II, LLC | 4,066 | $206.1K | 0.01% | −612−13.1% | Reduced |
| D.A. Davidson & Co. | 4,091 | $207.4K | 0.00% | +3+0.1% | Added |
| Verity Asset Management, Inc. | 4,110 | $208.4K | 0.15% | −96−2.3% | Reduced |
| V-Square Quantitative Management LLC | 4,131 | $209.4K | 0.09% | +3,618+705.3% | Added |
| Accurate Wealth Management, LLC | 4,190 | $209.9K | 0.07% | +642+18.1% | Added |
| Beacon Pointe Advisors, LLC | 4,157 | $210.8K | 0.00% | +710+20.6% | Added |
| Sound Stewardship, LLC | 4,226 | $214.3K | 0.14% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 4,365 | $221.3K | 0.01% | +192+4.6% | Added |
| Savant Capital, LLC | 4,384 | $222.3K | 0.00% | −348−7.4% | Reduced |