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 |
|---|---|---|---|---|---|
| Peapack Gladstone Financial Corp | 4,454 | $226.0K | 0.00% | −150−3.3% | Reduced |
| Cornerstone Wealth Management, LLC | 4,467 | $226.5K | 0.02% | −106−2.3% | Reduced |
| Dakota Wealth Management | 4,500 | $228.2K | 0.01% | 00.0% | Unchanged |
| Allworth Financial LP | 4,545 | $230.4K | 0.00% | +202+4.7% | Added |
| Integris Wealth Management, LLC | 4,570 | $231.7K | 0.08% | 00.0% | Unchanged |
| Royal Fund Management, LLC | 4,593 | $232.9K | 0.03% | −49−1.1% | Reduced |
| Atria Wealth Solutions, Inc. | 4,655 | $236.0K | 0.00% | −4,155−47.2% | Reduced |
| Gsa Capital Partners LLP | 4,679 | $237.0K | 0.02% | +4,679 | New |
| Black Diamond Financial, LLC | 4,729 | $239.8K | 0.07% | 00.0% | Unchanged |
| RMB Capital Management, LLC | 4,761 | $241.4K | 0.01% | −90−1.9% | Reduced |
| MainStreet Investment Advisors LLC | 4,797 | $243.2K | 0.03% | +46+1.0% | Added |
| Valeo Financial Advisors, LLC | 4,870 | $246.9K | 0.01% | +4,870 | New |
| Tocqueville Asset Management L.P. | 4,900 | $248.4K | 0.00% | 00.0% | Unchanged |
| Woodward Diversified Capital, LLC | 4,904 | $248.6K | 0.18% | +821+20.1% | Added |
| Advisory Services Network, LLC | 4,919 | $249.4K | 0.01% | −571−10.4% | Reduced |
| Moors & Cabot, Inc. | 4,940 | $250.5K | 0.02% | −555−10.1% | Reduced |
| GoalVest Advisory LLC | 5,093 | $258.2K | 0.13% | 00.0% | Unchanged |
| Regions Financial Corp | 5,094 | $258.3K | 0.00% | +4+0.1% | Added |
| Parallel Advisors, LLC | 5,106 | $258.9K | 0.01% | −104−2.0% | Reduced |
| Hudock, Inc. | 5,219 | $264.6K | 0.06% | +20.0% | Added |
| TownSquare Capital, LLC | 5,247 | $266.0K | 0.00% | +331+6.7% | Added |
| MQS Management LLC | 5,259 | $266.6K | 0.16% | +185+3.6% | Added |
| Garrett Investment Advisors LLC | 5,297 | $268.6K | 0.04% | 00.0% | Unchanged |
| Cetera Advisors LLC | 5,300 | $268.7K | 0.00% | −810−13.3% | Reduced |
| Fifth Third Bancorp | 5,343 | $270.9K | 0.00% | +531+11.0% | Added |
| Landscape Capital Management, L.L.C. | 5,435 | $275.6K | 0.04% | +5,435 | New |
| Schulhoff & Co Inc | 5,500 | $278.9K | 0.14% | 00.0% | Unchanged |
| Tokio Marine Asset Management Co Ltd | 5,503 | $279.0K | 0.02% | +578+11.7% | Added |
| Raleigh Capital Management Inc. | 5,531 | $280.5K | 0.14% | +211+4.0% | Added |
| Meeder Advisory Services, Inc. | 5,538 | $280.8K | 0.04% | +187+3.5% | Added |
| Resources Investment Advisors, LLC. | 5,581 | $283.0K | 0.01% | +27+0.5% | Added |
| Central Trust Co | 5,591 | $283.5K | 0.01% | +1,196+27.2% | Added |
| Westwood Holdings Group Inc. | 5,610 | $284.0K | 0.00% | +1,432+34.3% | Added |
| Truepoint, Inc. | 5,633 | $285.6K | 0.01% | +5,633 | New |
| Lifeworks Advisors, LLC | 5,633 | $285.6K | 0.11% | +5,633 | New |
| Gotham Asset Management, LLC | 5,675 | $287.7K | 0.01% | −27,158−82.7% | Reduced |
| CAPROCK Group, Inc. | 5,751 | $291.6K | 0.02% | +222+4.0% | Added |
| D.B. Root & Company, LLC | 5,801 | $294.1K | 0.11% | +36+0.6% | Added |
| Financial Advisory Service, Inc. | 5,820 | $295.1K | 0.03% | +232+4.2% | Added |
| Garner Asset Management Corp | 5,892 | $299.0K | 0.18% | +71+1.2% | Added |
| iA Global Asset Management Inc. | 5,919 | $300.0K | 0.01% | +5,919 | New |
| Intrust Bank NA | 5,971 | $302.7K | 0.04% | +638+12.0% | Added |
| BKD Wealth Advisors, LLC | 5,990 | $303.7K | 0.01% | 00.0% | Unchanged |
| Country Club Bank | 6,085 | $306.8K | 0.02% | −1,500−19.8% | Reduced |
| Arrowstreet Capital, Limited Partnership | 6,150 | $312.0K | 0.00% | +6,150 | New |
| Waterfront Wealth Inc. | 6,441 | $312.7K | 0.10% | 00.0% | Unchanged |
| Lido Advisors, LLC | 6,187 | $313.7K | 0.00% | −698−10.1% | Reduced |
| John G Ullman & Associates Inc | 6,200 | $314.3K | 0.05% | 00.0% | Unchanged |
| Avantax Advisory Services, Inc. | 6,207 | $314.7K | 0.00% | −767−11.0% | Reduced |
| Lincoln National Corp | 6,344 | $321.6K | 0.01% | +6,344 | New |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 6,343 | $322.0K | 0.00% | +1,349+27.0% | Added |
| Chicago Partners Investment Group LLC | 6,691 | $323.3K | 0.02% | +12+0.2% | Added |
| Johnson Investment Counsel Inc | 6,469 | $328.0K | 0.00% | +1,983+44.2% | Added |
| Park Avenue Securities LLC | 6,541 | $332.0K | 0.01% | +6,541 | New |
| Banco Bilbao Vizcaya Argentaria, S.A. | 6,570 | $333.1K | 0.00% | +99+1.5% | Added |
| IHT Wealth Management, LLC | 6,587 | $333.9K | 0.02% | +27+0.4% | Added |
| Kornitzer Capital Management Inc | 6,611 | $335.2K | 0.01% | 00.0% | Unchanged |
| GWM Advisors LLC | 6,671 | $338.2K | 0.00% | +544+8.9% | Added |
| Gilbert & Cook, Inc. | 6,691 | $339.2K | 0.05% | +618+10.2% | Added |
| Pathstone Family Office, LLC | 6,572 | $339.3K | 0.00% | +6,572 | New |
| Raymond James Trust N.A. | 6,694 | $339.4K | 0.01% | −392−5.5% | Reduced |
| Wealthfront Advisers LLC | 6,718 | $340.6K | 0.00% | −4,127−38.1% | Reduced |
| Dark Forest Capital Management LP | 6,767 | $343.1K | 0.03% | +29+0.4% | Added |
| Two Sigma Securities, LLC | 6,773 | $343.4K | 0.02% | −1,173−14.8% | Reduced |
| Dynamic Technology Lab Private Ltd | 6,836 | $347.0K | 0.03% | −15,272−69.1% | Reduced |
| KCM Investment Advisors LLC | 6,970 | $353.4K | 0.02% | −213−3.0% | Reduced |
| Trust Co | 7,023 | $356.1K | 0.06% | −400−5.4% | Reduced |
| Keybank National Association | 7,060 | $357.9K | 0.00% | +3,008+74.2% | Added |
| Northwestern Mutual Investment Management Company, LLC | 7,251 | $367.6K | 0.01% | +6+0.1% | Added |
| Echo Street Capital Management LLC | 7,269 | $368.5K | 0.00% | +7,269 | New |
| Arete Wealth Advisors, LLC | 7,275 | $368.9K | 0.06% | +163+2.3% | Added |
| Coppell Advisory Solutions LLC | 5,986 | $376.7K | 0.14% | −1,666−21.8% | Reduced |
| Equitable Holdings, Inc. | 7,545 | $382.5K | 0.01% | −876−10.4% | Reduced |
| Empirical Finance, LLC | 7,760 | $393.4K | 0.03% | +758+10.8% | Added |
| Norinchukin Bank, The | 7,856 | $398.3K | 0.01% | −2,652−25.2% | Reduced |
| Integrated Wealth Concepts LLC | 7,897 | $400.4K | 0.01% | −492−5.9% | Reduced |
| Naples Global Advisors, LLC | 7,947 | $402.9K | 0.05% | 00.0% | Unchanged |
| Nicolet Bankshares Inc | 8,000 | $405.6K | 0.12% | 00.0% | Unchanged |
| Kentucky Retirement Systems Insurance Trust Fund | 8,121 | $411.7K | 0.03% | −124−1.5% | Reduced |
| Petrus Trust Company, LTA | 8,206 | $416.0K | 0.04% | +8,206 | New |
| Wade G W & Inc | 8,324 | $422.0K | 0.02% | +463+5.9% | Added |
| Metis Global Partners, LLC | 8,326 | $422.1K | 0.02% | +1,419+20.5% | Added |
| Change Path, LLC | 8,327 | $423.0K | 0.03% | −3,142−27.4% | Reduced |
| Quantinno Capital Management LP | 8,350 | $423.0K | 0.02% | +3,984+91.3% | Added |
| FineMark National Bank & Trust | 8,488 | $430.3K | 0.02% | −4,862−36.4% | Reduced |
| LaFleur & Godfrey LLC | 8,615 | $436.8K | 0.07% | −165−1.9% | Reduced |
| Credential Qtrade Securities Inc. | 8,663 | $439.2K | 0.03% | +225+2.7% | Added |
| Synovus Financial Corp | 8,684 | $440.3K | 0.01% | −475−5.2% | Reduced |
| Burns Matteson Capital Management, LLC | 8,705 | $441.3K | 0.28% | −194−2.2% | Reduced |
| Cypress Capital Group | 8,762 | $444.2K | 0.06% | −20.0% | Reduced |
| Smith, Moore & Co. | 8,774 | $444.8K | 0.06% | +193+2.2% | Added |
| Proequities, Inc. | 8,780 | $445.1K | 0.03% | +374+4.4% | Added |
| Alps Advisors Inc | 8,849 | $448.6K | 0.00% | +232+2.7% | Added |
| Bridgefront Capital, LLC | 8,918 | $452.1K | 0.32% | +8,918 | New |
| Iams Wealth Management, LLC | 8,990 | $455.8K | 0.32% | +8,990 | New |
| Fairview Capital Investment Management, LLC | 9,000 | $456.3K | 0.03% | 00.0% | Unchanged |
| Quadrature Capital Ltd | 9,114 | $462.0K | 0.01% | +9,114 | New |
| Meiji Yasuda Asset Management Co Ltd. | 9,116 | $462.2K | 0.02% | +2,240+32.6% | Added |
| Trust Co of Kansas | 9,159 | $464.0K | 0.30% | +140+1.6% | Added |
| Krane Funds Advisors LLC | 9,150 | $464.0K | 0.02% | +1,080+13.4% | Added |