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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.

Institutional holdersQ3 2023: 663 institutions
Q1 2021: 586 institutionsQ2 2021: 581 institutionsQ3 2021: 593 institutionsQ4 2021: 633 institutionsQ1 2022: 641 institutionsQ2 2022: 640 institutionsQ3 2022: 651 institutionsQ4 2022: 686 institutionsQ1 2023: 654 institutionsQ2 2023: 664 institutionsQ3 2023: 663 institutionsQ4 2023: 706 institutionsQ1 2024: 693 institutionsQ2 2024: 702 institutionsQ3 2024: 722 institutionsQ4 2024: 776 institutionsQ1 2025: 821 institutionsQ2 2025: 821 institutionsQ3 2025: 854 institutionsQ4 2025: 925 institutionsQ1 2026: 924 institutionsQ2 2026: 948 institutions
Value heldQ3 2023: $9.73B
Q1 2021: $11.3BQ2 2021: $11.9BQ3 2021: $12.3BQ4 2021: $13.7BQ1 2022: $13.0BQ2 2022: $12.5BQ3 2022: $11.4BQ4 2022: $12.0BQ1 2023: $11.8BQ2 2023: $11.1BQ3 2023: $9.73BQ4 2023: $10.5BQ1 2024: $10.4BQ2 2024: $10.4BQ3 2024: $12.3BQ4 2024: $12.5BQ1 2025: $13.9BQ2 2025: $14.3BQ3 2025: $16.3BQ4 2025: $15.4BQ1 2026: $17.6BQ2 2026: $18.8B
Institutions holding EVRG and their total value by quarter
QuarterHoldersValue
Q2 2026948$18.8B
Q1 2026924$17.6B
Q4 2025925$15.4B
Q3 2025854$16.3B
Q2 2025821$14.3B
Q1 2025821$13.9B
Q4 2024776$12.5B
Q3 2024722$12.3B
Q2 2024702$10.4B
Q1 2024693$10.4B
Q4 2023706$10.5B
Q3 2023663$9.73B
Q2 2023664$11.1B
Q1 2023654$11.8B
Q4 2022686$12.0B
Q3 2022651$11.4B
Q2 2022640$12.5B
Q1 2022641$13.0B
Q4 2021633$13.7B
Q3 2021593$12.3B
Q2 2021581$11.9B
Q1 2021586$11.3B

Institutions, Q3 2023

Shares, value and share of portfolio for each institution holding Evergy, Inc.; share changes are against Q2 2023.

Institutions holding EVRG in Q3 2023
InstitutionSharesValue% of portfolioChange in sharesAction
B. Metzler seel. Sohn & Co. AG0$00.00%−3,644−100.0%Sold out
United Capital Management of KS, Inc.0$00.00%−3,621−100.0%Sold out
Kavar Capital Partners Group, LLC0$00.00%−3,603−100.0%Sold out
Cornell Pochily Investment Advisors, Inc.0$00.00%−3,516−100.0%Sold out
Vident Investment Advisory, LLC0$00.00%−3,471−100.0%Sold out
IMA Wealth, Inc.0$00.00%−2,509−100.0%Sold out
DuPont Capital Management Corp0$00.00%−2,119−100.0%Sold out
ICA Group Wealth Management, LLC0$00.00%−2,000−100.0%Sold out
WealthPLAN Partners, LLC0$00.00%−1,449−100.0%Sold out
Virtus Investment Advisers, Inc.0$00.00%−1,443−100.0%Sold out
LJI Wealth Management, LLC0$00.00%−77,815−100.0%Sold out
Achmea Investment Management B.V.0$00.00%−331−100.0%Sold out
Clear Street Markets LLC0$00.00%−300−100.0%Sold out
Robbins Farley LLC0$00.00%−299−100.0%Sold out
Riverview Trust Co0$00.00%−215−100.0%Sold out
25 LLC0$00.00%−128−100.0%Sold out
Cape Investment Advisory, Inc.0$00.00%−82−100.0%Sold out
Ridgewood Investments LLC0$00.00%−49−100.0%Sold out
VitalStone Financial, LLC0$00.00%−27−100.0%Sold out
Trifecta Capital Advisors, LLC0$00.00%−25−100.0%Sold out
Disciplined Investments, LLC0$00.00%−19−100.0%Sold out
SkyView Investment Advisors, LLC0$00.00%−9−100.0%Sold out
Carolinas Wealth Consulting LLC0$00.00%−7−100.0%Sold out
Venturi Wealth Management, LLC0$00.00%−1−100.0%Sold out
ORG Partners LLC0$00.00%0Sold out
Pictet Asset Management SA––––Not filed
PFS Investments Inc.––––Not filed
Intercontinental Wealth Advisors, LLC––––Not filed
First Command Bank––––Not filed
First Command Financial Services, Inc.––––Not filed
Coastal Capital Group, Inc.––––Not filed
First Capital Advisors Group, LLC.––––Not filed
BerganKDV Wealth Management, LLC––––Not filed