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 |
|---|---|---|---|---|---|
| Daiwa Securities Group Inc. | 27,465 | $1.39M | 0.01% | +540+2.0% | Added |
| Public Employees Retirement Association of Colorado | 27,508 | $1.40M | 0.01% | −2,055−7.0% | Reduced |
| Glenmede Trust Co NA | 28,001 | $1.42M | 0.01% | +2,865+11.4% | Added |
| Bokf, NA | 29,089 | $1.43M | 0.03% | −2,453−7.8% | Reduced |
| Schonfeld Strategic Advisors LLC | 28,527 | $1.45M | 0.01% | +12,551+78.6% | Added |
| ING Groep NV | 28,837 | $1.46M | 0.01% | −3,973−12.1% | Reduced |
| IFP Advisors, Inc | 29,059 | $1.47M | 0.07% | +17,908+160.6% | Added |
| CWM Advisors, LLC | 29,118 | $1.48M | 0.19% | +22,318+328.2% | Added |
| Green Square Capital Advisors LLC | 29,438 | $1.49M | 0.20% | −869−2.9% | Reduced |
| 1832 Asset Management L.P. | 30,357 | $1.54M | 0.00% | −745,940−96.1% | Reduced |
| Xponance, Inc. | 31,153 | $1.58M | 0.02% | +1,071+3.6% | Added |
| Umb Bank N A | 32,524 | $1.65M | 0.03% | −205−0.6% | Reduced |
| New York Life Investment Management LLC | 32,654 | $1.66M | 0.02% | +224+0.7% | Added |
| STRS Ohio | 32,700 | $1.66M | 0.01% | +3,723+12.8% | Added |
| Capital Fund Management S.A. | 33,234 | $1.68M | 0.02% | +33,234 | New |
| AE Wealth Management LLC | 33,329 | $1.69M | 0.01% | −627−1.8% | Reduced |
| WealthTrust Axiom LLC | 33,344 | $1.69M | 0.61% | +30.0% | Added |
| Conning Inc. | 33,792 | $1.71M | 0.06% | 00.0% | Unchanged |
| CI Private Wealth, LLC | 34,394 | $1.74M | 0.00% | −1,498−4.2% | Reduced |
| Jump Financial, LLC | 34,467 | $1.75M | 0.07% | +15,490+81.6% | Added |
| Commerce Bank | 34,596 | $1.75M | 0.01% | −630−1.8% | Reduced |
| Janus Henderson Group PLC | 34,651 | $1.76M | 0.00% | +2,126+6.5% | Added |
| Redwood Investment Management, LLC | 34,755 | $1.76M | 0.15% | +34,755 | New |
| TD Private Client Wealth LLC | 34,809 | $1.76M | 0.08% | −3,993−10.3% | Reduced |
| Bradley Foster & Sargent Inc | 30,800 | $1.80M | 0.04% | 00.0% | Unchanged |
| Huber Capital Management LLC | 36,200 | $1.84M | 0.43% | +36,200 | New |
| Y-Intercept (Hong Kong) Ltd | 37,570 | $1.90M | 0.19% | +37,570 | New |
| Point72 Middle East FZE | 37,694 | $1.91M | 0.12% | +2,146+6.0% | Added |
| DekaBank Deutsche Girozentrale | 38,096 | $1.92M | 0.00% | +3,597+10.4% | Added |
| Bailard, Inc. | 37,904 | $1.92M | 0.06% | +1,996+5.6% | Added |
| Robeco Institutional Asset Management B.V. | 37,913 | $1.92M | 0.01% | 00.0% | Unchanged |
| First PREMIER Bank | 38,045 | $1.93M | 0.59% | 00.0% | Unchanged |
| Utah Retirement Systems | 38,227 | $1.94M | 0.03% | +100+0.3% | Added |
| US Bancorp | 38,328 | $1.94M | 0.00% | −357−0.9% | Reduced |
| Twin Capital Management Inc | 38,799 | $1.97M | 0.28% | −2,830−6.8% | Reduced |
| Shell Asset Management Co | 39,130 | $1.98M | 0.08% | +8,500+27.8% | Added |
| ProShare Advisors LLC | 39,307 | $1.99M | 0.01% | −2,260−5.4% | Reduced |
| CIBC Asset Management Inc | 39,394 | $2.00M | 0.01% | −3,252−7.6% | Reduced |
| Czech National Bank | 40,147 | $2.04M | 0.03% | +12,958+47.7% | Added |
| Clearbridge Investments, LLC | 40,207 | $2.04M | 0.00% | +1,254+3.2% | Added |
| Keeley-Teton Advisors, LLC | 40,230 | $2.04M | 0.29% | −2,839−6.6% | Reduced |
| Mariner, LLC | 41,069 | $2.08M | 0.01% | +782+1.9% | Added |
| Oak Thistle LLC | 42,271 | $2.14M | 0.63% | +30,728+266.2% | Added |
| Occudo Quantitative Strategies LP | 43,913 | $2.23M | 0.29% | −19,222−30.4% | Reduced |
| Capital Group Private Client Services, Inc. | 44,540 | $2.26M | 0.03% | −1,021−2.2% | Reduced |
| Meritage Portfolio Management | 45,612 | $2.31M | 0.17% | −33,006−42.0% | Reduced |
| Mercer Global Advisors Inc | 45,965 | $2.33M | 0.01% | −1,317−2.8% | Reduced |
| QRG Capital Management, Inc. | 46,285 | $2.35M | 0.04% | +46,285 | New |
| Texas Permanent School Fund | 46,365 | $2.35M | 0.02% | −1,797−3.7% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 46,389 | $2.35M | 0.01% | +93+0.2% | Added |
| Intech Investment Management LLC | 46,567 | $2.36M | 0.03% | −61,067−56.7% | Reduced |
| Schroder Investment Management Group | 48,843 | $2.48M | 0.00% | +2,560+5.5% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 48,881 | $2.48M | 0.01% | 00.0% | Unchanged |
| Trilogy Capital Inc. | 50,021 | $2.54M | 0.17% | +6,913+16.0% | Added |
| Yousif Capital Management, LLC | 50,486 | $2.56M | 0.03% | −505−1.0% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 51,316 | $2.60M | 0.01% | +277+0.5% | Added |
| Westpac Banking Corp | 51,559 | $2.61M | 0.20% | −4,452−7.9% | Reduced |
| Retirement Systems of Alabama | 51,936 | $2.63M | 0.01% | −266−0.5% | Reduced |
| Community Bank of Raymore | 51,951 | $2.63M | 1.23% | +2,430+4.9% | Added |
| Van Eck Associates Corp | 52,093 | $2.64M | 0.01% | −7,913−13.2% | Reduced |
| Brinker Capital Investments, LLC | 52,629 | $2.67M | 0.03% | −5,162−8.9% | Reduced |
| Orion Portfolio Solutions, LLC | 52,629 | $2.67M | 0.03% | −5,162−8.9% | Reduced |
| Public Sector Pension Investment Board | 53,381 | $2.71M | 0.02% | +3,081+6.1% | Added |
| MML Investors Services, LLC | 55,979 | $2.84M | 0.02% | +2,009+3.7% | Added |
| Holocene Advisors, LP | 56,026 | $2.84M | 0.01% | +9,496+20.4% | Added |
| MetLife Investment Management | 56,672 | $2.87M | 0.02% | −1,482−2.5% | Reduced |
| WCG Wealth Advisors LLC | 58,071 | $2.94M | 0.22% | +58,071 | New |
| Trexquant Investment LP | 59,102 | $3.00M | 0.08% | +59,102 | New |
| Amalgamated Bank | 59,233 | $3.00M | 0.03% | +2,240+3.9% | Added |
| Teacher Retirement System of Texas | 59,325 | $3.01M | 0.02% | +441+0.7% | Added |
| Icon Advisers Inc | 59,600 | $3.02M | 0.75% | 00.0% | Unchanged |
| Twinbeech Capital LP | 60,224 | $3.05M | 0.06% | +60,224 | New |
| Edgemoor Investment Advisors, Inc. | 60,233 | $3.05M | 0.36% | 00.0% | Unchanged |
| Raymond James Financial Services Advisors, Inc. | 60,297 | $3.06M | 0.01% | +325+0.5% | Added |
| American International Group, Inc. | 60,721 | $3.08M | 0.02% | −1,411−2.3% | Reduced |
| Raymond James & Associates | 61,319 | $3.11M | 0.00% | −4,024−6.2% | Reduced |
| Comerica Bank | 61,858 | $3.14M | 0.02% | −125,463−67.0% | Reduced |
| Arizona State Retirement System | 62,661 | $3.18M | 0.03% | +60.0% | Added |
| Oregon Public Employees Retirement Fund | 62,783 | $3.18M | 0.04% | −18,700−22.9% | Reduced |
| Commonwealth Equity Services, LLC | 63,213 | $3.21M | 0.01% | +177+0.3% | Added |
| HighTower Advisors, LLC | 64,578 | $3.28M | 0.01% | +840+1.3% | Added |
| Hantz Financial Services, Inc. | 64,829 | $3.29M | 0.08% | +1,204+1.9% | Added |
| Standard Life Aberdeen plc | 66,184 | $3.36M | 0.01% | +11,560+21.2% | Added |
| Nomura Asset Management Co Ltd | 67,499 | $3.42M | 0.02% | +6,317+10.3% | Added |
| Stifel Financial Corp | 69,317 | $3.51M | 0.00% | −1,399−2.0% | Reduced |
| Natixis Advisors, L.P. | 72,246 | $3.66M | 0.01% | −105,593−59.4% | Reduced |
| State of Michigan Retirement System | 72,381 | $3.67M | 0.02% | −2,000−2.7% | Reduced |
| Magnetar Financial LLC | 72,515 | $3.68M | 0.09% | +72,515 | New |
| IFM Investors Pty Ltd | 72,905 | $3.70M | 0.05% | +846+1.2% | Added |
| Financial Counselors Inc | 74,422 | $3.77M | 0.08% | −1,102−1.5% | Reduced |
| Korea Investment CORP | 74,691 | $3.79M | 0.01% | −2,633−3.4% | Reduced |
| Harvest Portfolios Group Inc. | 75,247 | $3.82M | 0.18% | +7,251+10.7% | Added |
| Agf Management Ltd | 75,908 | $3.85M | 0.03% | +75,908 | New |
| Nisa Investment Advisors, LLC | 75,932 | $3.85M | 0.03% | −12,198−13.8% | Reduced |
| Cerity Partners LLC | 77,455 | $3.93M | 0.02% | +1,664+2.2% | Added |
| Duality Advisers, LP | 77,494 | $3.93M | 0.48% | +77,494 | New |
| LPL Financial LLC | 78,068 | $3.96M | 0.00% | +11,276+16.9% | Added |
| Miller Howard Investments Inc | 79,046 | $4.01M | 0.15% | −2,507−3.1% | Reduced |
| Amica Mutual Insurance Co | 79,626 | $4.04M | 0.47% | 00.0% | Unchanged |
| Sagefield Capital LP | 80,554 | $4.08M | 0.57% | +2,436+3.1% | Added |