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 |
|---|---|---|---|---|---|
| Bank of America Corp | 518,955 | $26.3M | 0.00% | −85,448−14.1% | Reduced |
| Scout Investments, Inc. | 547,771 | $26.3M | 0.60% | +240,855+78.5% | Added |
| RNC Capital Management LLC | 539,696 | $27.4M | 1.70% | −23,808−4.2% | Reduced |
| BNP Paribas Arbitrage, SA | 547,585 | $27.8M | 0.06% | +194,997+55.3% | Added |
| Credit Suisse AG | 560,637 | $28.4M | 0.03% | +198,101+54.6% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 570,405 | $28.9M | 0.02% | −6,582−1.1% | Reduced |
| Captrust Financial Advisors | 593,857 | $30.1M | 0.12% | +21,290+3.7% | Added |
| Vaughan David Investments LLC | 611,423 | $31.0M | 0.94% | +21,634+3.7% | Added |
| Zacks Investment Management | 628,919 | $31.9M | 0.41% | −5,020−0.8% | Reduced |
| Old Republic International Corporation | 630,246 | $32.0M | 1.19% | +90,000+16.7% | Added |
| UBS Group AG | 632,960 | $32.1M | 0.01% | +54,767+9.5% | Added |
| Nuveen Asset Management, LLC | 636,503 | $32.3M | 0.01% | +127,085+24.9% | Added |
| Envestnet Asset Management Inc | 661,089 | $33.5M | 0.02% | +95,129+16.8% | Added |
| AQR Capital Management LLC | 667,288 | $33.8M | 0.07% | −6,297−0.9% | Reduced |
| Barclays PLC | 684,798 | $34.7M | 0.02% | +236,233+52.7% | Added |
| Jupiter Asset Management Ltd | 693,966 | $35.2M | 0.39% | −96,272−12.2% | Reduced |
| Amundi | 731,122 | $36.5M | 0.02% | +43,274+6.3% | Added |
| Swiss National Bank | 738,826 | $37.5M | 0.03% | −90,400−10.9% | Reduced |
| UBS Asset Management Americas Inc | 750,972 | $38.1M | 0.02% | −76,570−9.3% | Reduced |
| Adage Capital Partners GP, L.L.C. | 790,882 | $40.1M | 0.09% | +124,500+18.7% | Added |
| Pinebridge Investments, L.P. | 813,215 | $41.2M | 0.46% | +302,820+59.3% | Added |
| Empower Advisory Group, LLC | 816,916 | $41.4M | 0.18% | −70,196−7.9% | Reduced |
| Allianz Asset Management GmbH | 851,309 | $43.2M | 0.09% | −72,183−7.8% | Reduced |
| Millennium Management LLC | 862,952 | $43.8M | 0.05% | +357,439+70.7% | Added |
| Goldman Sachs Group Inc | 949,500 | $48.1M | 0.01% | +255,060+36.7% | Added |
| Dimensional Fund Advisors LP | 955,959 | $48.5M | 0.02% | +38,089+4.1% | Added |
| APG Asset Management N.V. | 972,566 | $49.3M | 0.10% | −1,084−0.1% | Reduced |
| Victory Capital Management Inc | 983,763 | $49.9M | 0.06% | −119,431−10.8% | Reduced |
| Assenagon Asset Management S.A. | 1,029,495 | $52.2M | 0.18% | +715,892+228.3% | Added |
| Manning & Napier Group, LLC | 1,236,592 | $62.7M | 0.78% | +6,485+0.5% | Added |
| JPMorgan Chase & Co | 1,249,310 | $63.3M | 0.01% | −44,745−3.5% | Reduced |
| Epoch Investment Partners, Inc. | 1,272,260 | $64.5M | 0.41% | −408,629−24.3% | Reduced |
| ExodusPoint Capital Management, LP | 1,300,430 | $65.9M | 0.85% | +1,192,689+1,107.0% | Added |
| Charles Schwab Investment Management Inc | 1,367,232 | $69.3M | 0.02% | +15,960+1.2% | Added |
| California Public Employees Retirement System | 1,442,685 | $73.1M | 0.06% | −8,643−0.6% | Reduced |
| Thompson Siegel & Walmsley LLC | 1,445,400 | $73.3M | 1.22% | +103,152+7.7% | Added |
| Gabelli Funds LLC | 1,445,657 | $73.3M | 0.59% | −52,043−3.5% | Reduced |
| Duff & Phelps Investment Management Co | 1,556,811 | $78.9M | 1.04% | +483,355+45.0% | Added |
| Ameriprise Financial Inc | 1,592,973 | $80.8M | 0.03% | −33,682−2.1% | Reduced |
| Massachusetts Financial Services Co | 1,890,325 | $95.8M | 0.03% | +35,462+1.9% | Added |
| Cohen & Steers, Inc. | 1,958,349 | $99.3M | 0.23% | −329,703−14.4% | Reduced |
| Legal & General Group Plc | 2,040,961 | $103.5M | 0.04% | −95,451−4.5% | Reduced |
| First Trust Advisors LP | 2,065,733 | $104.7M | 0.12% | +48,641+2.4% | Added |
| Federated Hermes, Inc. | 2,081,982 | $105.6M | 0.28% | +3,948+0.2% | Added |
| Pictet Asset Management Holding SA | 2,104,130 | $106.7M | 0.13% | +2,104,130 | New |
| Mitsubishi UFJ Trust & Banking Corp | 2,185,914 | $110.8M | 0.28% | −82,052−3.6% | Reduced |
| Morgan Stanley | 2,466,036 | $125.0M | 0.01% | +489,101+24.7% | Added |
| Bank of New York Mellon Corp | 2,548,598 | $129.2M | 0.03% | +422,152+19.9% | Added |
| Zimmer Partners, LP | 2,643,162 | $134.0M | 3.54% | +912,179+52.7% | Added |
| Bluescape Energy Partners LLC | 2,657,473 | $134.7M | 26.03% | 00.0% | Unchanged |
| American Century Companies Inc | 2,670,913 | $135.4M | 0.10% | +277,892+11.6% | Added |
| Citadel Advisors LLC | 2,780,039 | $140.9M | 0.15% | +2,598,744+1,433.4% | Added |
| Capital International Investors | 2,787,742 | $141.3M | 0.04% | −1,561,179−35.9% | Reduced |
| Northern Trust Corp | 2,958,136 | $150.0M | 0.03% | +40,916+1.4% | Added |
| FMR LLC | 3,086,670 | $156.5M | 0.01% | −3,161,681−50.6% | Reduced |
| Magellan Asset Management Ltd | 3,311,767 | $167.9M | 1.78% | −112,504−3.3% | Reduced |
| Franklin Resources Inc | 5,126,373 | $259.9M | 0.13% | +35,566+0.7% | Added |
| Geode Capital Management, LLC | 5,340,946 | $270.2M | 0.03% | +104,622+2.0% | Added |
| Invesco Ltd. | 5,379,004 | $272.7M | 0.07% | +261,664+5.1% | Added |
| Price T Rowe Associates Inc | 9,237,466 | $468.3M | 0.07% | −58,097−0.6% | Reduced |
| State Street Corp | 13,299,498 | $674.3M | 0.04% | −618,472−4.4% | Reduced |
| BlackRock Inc. | 16,844,305 | $854.0M | 0.02% | −769,816−4.4% | Reduced |
| Vanguard Group Inc | 29,358,216 | $1.49B | 0.04% | +186,235+0.6% | Added |
| TD Ameritrade Investment Management, LLC | 0 | $0 | 0.00% | −39−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −1,141,134−100.0% | Sold out |
| Vaughan Nelson Investment Management, L.P. | 0 | $0 | 0.00% | −673,476−100.0% | Sold out |
| Tortoise Capital Advisors, L.L.C. | 0 | $0 | 0.00% | −114,213−100.0% | Sold out |
| Mn Services Vermogensbeheer B.V. | 0 | $0 | 0.00% | −109,400−100.0% | Sold out |
| Summit Global Investments | 0 | $0 | 0.00% | −84,916−100.0% | Sold out |
| Cipher Capital LP | 0 | $0 | 0.00% | −84,304−100.0% | Sold out |
| Natixis | 0 | $0 | 0.00% | −69,676−100.0% | Sold out |
| V Wealth Advisors LLC | 0 | $0 | 0.00% | −60,678−100.0% | Sold out |
| Castellan Group, LLC | 0 | $0 | 0.00% | −39,900−100.0% | Sold out |
| Alberta Investment Management Corp | 0 | $0 | 0.00% | −30,074−100.0% | Sold out |
| Houlihan Financial Resource Group, Ltd. | 0 | $0 | 0.00% | −21,958−100.0% | Sold out |
| Ergoteles LLC | 0 | $0 | 0.00% | −22,681−100.0% | Sold out |
| Healthcare of Ontario Pension Plan Trust Fund | 0 | $0 | 0.00% | −20,944−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −19,258−100.0% | Sold out |
| Jefferies Financial Group Inc. | 0 | $0 | 0.00% | −11,200−100.0% | Sold out |
| Chiron Investment Management, LLC | 0 | $0 | 0.00% | −10,564−100.0% | Sold out |
| Northwest & Ethical Investments L.P. | 0 | $0 | 0.00% | −9,937−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −7,960−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −7,130−100.0% | Sold out |
| Bayesian Capital Management, LP | 0 | $0 | 0.00% | −6,600−100.0% | Sold out |
| Veritable, L.P. | 0 | $0 | 0.00% | −5,112−100.0% | Sold out |
| Advisor OS, LLC | 0 | $0 | 0.00% | −4,528−100.0% | Sold out |
| Horizon Investment Services, LLC | 0 | $0 | 0.00% | −4,471−100.0% | Sold out |
| Sound View Wealth Advisors Group, LLC | 0 | $0 | 0.00% | −3,972−100.0% | Sold out |
| Rockland Trust Co | 0 | $0 | 0.00% | −3,961−100.0% | Sold out |
| Coldstream Capital Management Inc | 0 | $0 | 0.00% | −3,919−100.0% | Sold out |
| Checchi Capital Advisers, LLC | 0 | $0 | 0.00% | −3,900−100.0% | Sold out |
| Texas Yale Capital Corp. | 0 | $0 | 0.00% | −3,892−100.0% | Sold out |
| Symmetry Partners, LLC | 0 | $0 | 0.00% | −3,872−100.0% | Sold out |
| Waters Parkerson & Co., LLC | 0 | $0 | 0.00% | −3,835−100.0% | Sold out |
| Tradewinds, LLC. | 0 | $0 | 0.00% | −3,813−100.0% | Sold out |
| Banque Pictet & Cie SA | 0 | $0 | 0.00% | −3,768−100.0% | Sold out |
| First National Advisers, LLC | 0 | $0 | 0.00% | −3,761−100.0% | Sold out |
| Level Four Advisory Services, LLC | 0 | $0 | 0.00% | −3,736−100.0% | Sold out |
| Marcum Wealth, LLC | 0 | $0 | 0.00% | −3,710−100.0% | Sold out |
| Capital Asset Advisory Services LLC | 0 | $0 | 0.00% | −3,576−100.0% | Sold out |