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 |
|---|---|---|---|---|---|
| Cresset Asset Management, LLC | 9,330 | $473.0K | 0.00% | −2,174−18.9% | Reduced |
| Jeppson Wealth Management, LLC | 9,335 | $473.3K | 0.22% | +2,660+39.9% | Added |
| Sawtooth Solutions, LLC | 9,444 | $478.8K | 0.02% | −912−8.8% | Reduced |
| Bleakley Financial Group, LLC | 9,444 | $478.8K | 0.02% | −912−8.8% | Reduced |
| ISAM Funds (UK) Ltd | 9,487 | $481.0K | 0.30% | +9,487 | New |
| Metropolitan Life Insurance Co | 9,503 | $481.8K | 0.03% | −505−5.0% | Reduced |
| Profund Advisors LLC | 9,524 | $482.9K | 0.03% | −36−0.4% | Reduced |
| Qtron Investments LLC | 9,601 | $486.8K | 0.09% | +5,176+117.0% | Added |
| Nordea Investment Management AB | 9,803 | $499.0K | 0.00% | 00.0% | Unchanged |
| Wexford Capital LP | 10,000 | $507.0K | 0.12% | −24,575−71.1% | Reduced |
| Virtue Capital Management, LLC | 8,487 | $507.1K | 0.09% | 00.0% | Unchanged |
| Amica Retiree Medical Trust | 10,162 | $515.0K | 0.61% | 00.0% | Unchanged |
| Mattern Wealth Management LLC | 10,193 | $516.8K | 0.15% | +13+0.1% | Added |
| Crossmark Global Holdings, Inc. | 10,406 | $517.0K | 0.01% | +50.0% | Added |
| Exchange Traded Concepts, LLC | 10,457 | $530.2K | 0.02% | +311+3.1% | Added |
| Blair William & Co | 10,654 | $540.1K | 0.00% | +147+1.4% | Added |
| First Republic Investment Management, Inc. | 11,062 | $560.9K | 0.00% | −914−7.6% | Reduced |
| Hancock Whitney Corp | 11,438 | $579.9K | 0.02% | −618−5.1% | Reduced |
| Boothbay Fund Management, LLC | 11,852 | $600.9K | 0.02% | +7,362+164.0% | Added |
| CoreFirst Bank & Trust | 11,949 | $605.8K | 0.43% | −1,731−12.7% | Reduced |
| New Mexico Educational Retirement Board | 11,950 | $606.0K | 0.03% | +800+7.2% | Added |
| Midwest Financial Group LLC | 12,255 | $621.0K | 0.53% | +32+0.3% | Added |
| KBC Group NV | 12,275 | $622.0K | 0.00% | +1,625+15.3% | Added |
| Wealth Enhancement Advisory Services, LLC | 12,437 | $630.5K | 0.00% | +12,437 | New |
| Teza Capital Management LLC | 12,462 | $631.8K | 0.10% | +12,462 | New |
| Tower Research Capital LLC (TRC) | 12,619 | $639.8K | 0.02% | −26,402−67.7% | Reduced |
| Janney Montgomery Scott LLC | 12,648 | $641.0K | 0.00% | +2,711+27.3% | Added |
| CIBC World Markets Corp | 12,678 | $642.8K | 0.01% | −14,239−52.9% | Reduced |
| Headlands Technologies LLC | 12,993 | $658.7K | 0.32% | +4,848+59.5% | Added |
| Hennion & Walsh Asset Management, Inc. | 13,087 | $663.5K | 0.04% | +2,874+28.1% | Added |
| Nebula Research & Development LLC | 13,108 | $664.6K | 0.35% | +6,344+93.8% | Added |
| Lion Street Advisors, LLC | 13,662 | $692.7K | 0.23% | +847+6.6% | Added |
| Cetera Advisor Networks LLC | 13,714 | $695.3K | 0.00% | +826+6.4% | Added |
| Louisiana State Employees Retirement System | 14,200 | $719.9K | 0.02% | 00.0% | Unchanged |
| Edmonds Duncan Registered Investment Advisors, LLC | 14,359 | $728.0K | 0.21% | 00.0% | Unchanged |
| Dynamic Advisor Solutions LLC | 14,636 | $742.0K | 0.04% | +2,377+19.4% | Added |
| Pearl River Capital, LLC | 14,841 | $752.4K | 0.12% | +14,841 | New |
| Toews Corp | 15,000 | $760.5K | 0.46% | +15,000 | New |
| Kestra Advisory Services, LLC | 15,164 | $768.8K | 0.01% | +1,610+11.9% | Added |
| Quantbot Technologies LP | 15,201 | $770.7K | 0.05% | +15,201 | New |
| Paradigm Asset Management Co LLC | 15,600 | $790.9K | 0.22% | −900−5.5% | Reduced |
| Hartford Investment Management Co | 15,633 | $792.6K | 0.03% | −439−2.7% | Reduced |
| J.W. Cole Advisors, Inc. | 15,725 | $797.2K | 0.06% | +124+0.8% | Added |
| SG Americas Securities, LLC | 15,781 | $800.0K | 0.01% | −47,009−74.9% | Reduced |
| SeaCrest Wealth Management, LLC | 15,874 | $804.8K | 0.10% | +10.0% | Added |
| Envestnet Portfolio Solutions, Inc. | 15,909 | $806.6K | 0.00% | +15,909 | New |
| Albion Financial Group | 16,070 | $814.7K | 0.08% | 00.0% | Unchanged |
| Securian Asset Management, Inc | 16,438 | $833.4K | 0.02% | −2,146−11.5% | Reduced |
| JustInvest LLC | 16,517 | $837.4K | 0.03% | −824−4.8% | Reduced |
| Brookstone Capital Management | 17,303 | $839.5K | 0.02% | +2,021+13.2% | Added |
| Assetmark, Inc | 16,875 | $855.6K | 0.00% | +3,109+22.6% | Added |
| Centiva Capital, LP | 16,995 | $861.6K | 0.04% | +16,995 | New |
| Sherbrooke Park Advisers LLC | 17,022 | $863.0K | 0.27% | +3,222+23.3% | Added |
| Moody National Bank Trust Division | 17,095 | $866.7K | 0.06% | +3,142+22.5% | Added |
| Private Advisor Group, LLC | 17,104 | $867.2K | 0.01% | +1,744+11.4% | Added |
| Maryland State Retirement & Pension System | 17,360 | $880.2K | 0.02% | 00.0% | Unchanged |
| Cetera Investment Advisers | 17,772 | $901.0K | 0.01% | −148−0.8% | Reduced |
| Kentucky Retirement Systems | 18,188 | $922.1K | 0.03% | −279−1.5% | Reduced |
| Pathway Financial Advisers, LLC | 18,604 | $943.1K | 0.39% | +18,604 | New |
| FORA Capital, LLC | 18,886 | $957.5K | 0.08% | +18,886 | New |
| Prospera Financial Services Inc | 19,072 | $966.8K | 0.04% | −23−0.1% | Reduced |
| Aigen Investment Management, LP | 19,288 | $977.9K | 0.18% | +13,684+244.2% | Added |
| Investment Management Corp of Ontario | 19,404 | $983.8K | 0.04% | +5,880+43.5% | Added |
| HRT Financial LP | 19,513 | $989.0K | 0.01% | −129,639−86.9% | Reduced |
| Atom Investors LP | 19,550 | $991.2K | 0.23% | +19,550 | New |
| Brookmont Capital Management | 19,698 | $998.7K | 0.62% | −128−0.6% | Reduced |
| Mirabella Financial Services LLP | 19,710 | $999.3K | 0.14% | +19,710 | New |
| Financial Partners Group, Inc | 20,364 | $1.00M | 0.21% | +372+1.9% | Added |
| Adamsbrown Wealth Consultants LLC | 19,823 | $1.01M | 0.50% | −1,012−4.9% | Reduced |
| Polianta Ltd | 19,900 | $1.01M | 0.50% | +2,300+13.1% | Added |
| Northwestern Mutual Wealth Management Co | 20,601 | $1.04M | 0.00% | +1,565+8.2% | Added |
| Teachers Retirement System of the State of Kentucky | 20,651 | $1.05M | 0.01% | 00.0% | Unchanged |
| British Columbia Investment Management Corp | 20,774 | $1.05M | 0.01% | +292+1.4% | Added |
| Machina Capital S.A.S. | 21,261 | $1.08M | 0.60% | +21,261 | New |
| The PNC Financial Services Group, Inc. | 21,401 | $1.09M | 0.00% | +808+3.9% | Added |
| Ci Investments Inc. | 21,487 | $1.09M | 0.01% | −194−0.9% | Reduced |
| Gulf International Bank (UK) Ltd | 21,553 | $1.09M | 0.03% | −1,798−7.7% | Reduced |
| Pensionfund Sabic | 22,000 | $1.11M | 0.39% | 00.0% | Unchanged |
| Eqis Capital Management, Inc. | 22,097 | $1.12M | 0.14% | −3,681−14.3% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 22,166 | $1.12M | 0.02% | +563+2.6% | Added |
| Retirement Planning Group | 22,232 | $1.13M | 0.12% | +98+0.4% | Added |
| Pacer Advisors, Inc. | 22,369 | $1.13M | 0.00% | +8,264+58.6% | Added |
| Verition Fund Management LLC | 22,761 | $1.15M | 0.02% | −19,646−46.3% | Reduced |
| Baird Financial Group, Inc. | 23,085 | $1.17M | 0.00% | +1,172+5.3% | Added |
| Advisors Asset Management, Inc. | 23,149 | $1.17M | 0.03% | −57−0.2% | Reduced |
| Rafferty Asset Management, LLC | 23,414 | $1.19M | 0.01% | +2,459+11.7% | Added |
| Benjamin F. Edwards & Company, Inc. | 23,550 | $1.19M | 0.05% | +581+2.5% | Added |
| Edgestream Partners, L.P. | 23,562 | $1.19M | 0.10% | −32,966−58.3% | Reduced |
| National Pension Service | 23,414 | $1.20M | 0.00% | −350,569−93.7% | Reduced |
| Capital International Inc | 24,016 | $1.22M | 0.02% | −251−1.0% | Reduced |
| LMCG Investments, LLC | 24,605 | $1.25M | 0.08% | +507+2.1% | Added |
| Greenland Capital Management LP | 24,750 | $1.25M | 0.15% | −132,759−84.3% | Reduced |
| Nissay Asset Management Corp | 24,852 | $1.26M | 0.01% | +834+3.5% | Added |
| Prudential PLC | 24,927 | $1.26M | 0.01% | −460−1.8% | Reduced |
| Carnegie Capital Asset Management, LLC | 25,007 | $1.27M | 0.05% | +330+1.3% | Added |
| Element Capital Management LLC | 25,138 | $1.27M | 0.11% | −4,943−16.4% | Reduced |
| BTG Pactual Global Asset Management Ltd | 25,147 | $1.27M | 0.73% | −36,203−59.0% | Reduced |
| Intrua Financial, LLC | 25,217 | $1.28M | 0.23% | −3,643−12.6% | Reduced |
| Vestcor Inc | 25,839 | $1.31M | 0.05% | −396−1.5% | Reduced |
| La Banque Postale Asset Management SA | 27,175 | $1.38M | 0.03% | +27,175 | New |