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 |
|---|---|---|---|---|---|
| Public Sector Pension Investment Board | 53,381 | $2.71M | 0.02% | +3,081+6.1% | Added |
| 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 |
| Van Eck Associates Corp | 52,093 | $2.64M | 0.01% | −7,913−13.2% | Reduced |
| Community Bank of Raymore | 51,951 | $2.63M | 1.23% | +2,430+4.9% | Added |
| Retirement Systems of Alabama | 51,936 | $2.63M | 0.01% | −266−0.5% | Reduced |
| Westpac Banking Corp | 51,559 | $2.61M | 0.20% | −4,452−7.9% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 51,316 | $2.60M | 0.01% | +277+0.5% | Added |
| Yousif Capital Management, LLC | 50,486 | $2.56M | 0.03% | −505−1.0% | Reduced |
| Trilogy Capital Inc. | 50,021 | $2.54M | 0.17% | +6,913+16.0% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 48,881 | $2.48M | 0.01% | 00.0% | Unchanged |
| Schroder Investment Management Group | 48,843 | $2.48M | 0.00% | +2,560+5.5% | Added |
| Intech Investment Management LLC | 46,567 | $2.36M | 0.03% | −61,067−56.7% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 46,389 | $2.35M | 0.01% | +93+0.2% | Added |
| Texas Permanent School Fund | 46,365 | $2.35M | 0.02% | −1,797−3.7% | Reduced |
| QRG Capital Management, Inc. | 46,285 | $2.35M | 0.04% | +46,285 | New |
| Mercer Global Advisors Inc | 45,965 | $2.33M | 0.01% | −1,317−2.8% | Reduced |
| Meritage Portfolio Management | 45,612 | $2.31M | 0.17% | −33,006−42.0% | Reduced |
| Capital Group Private Client Services, Inc. | 44,540 | $2.26M | 0.03% | −1,021−2.2% | Reduced |
| Occudo Quantitative Strategies LP | 43,913 | $2.23M | 0.29% | −19,222−30.4% | Reduced |
| Oak Thistle LLC | 42,271 | $2.14M | 0.63% | +30,728+266.2% | Added |
| Mariner, LLC | 41,069 | $2.08M | 0.01% | +782+1.9% | Added |
| Keeley-Teton Advisors, LLC | 40,230 | $2.04M | 0.29% | −2,839−6.6% | Reduced |
| Clearbridge Investments, LLC | 40,207 | $2.04M | 0.00% | +1,254+3.2% | Added |
| Czech National Bank | 40,147 | $2.04M | 0.03% | +12,958+47.7% | Added |
| CIBC Asset Management Inc | 39,394 | $2.00M | 0.01% | −3,252−7.6% | Reduced |
| ProShare Advisors LLC | 39,307 | $1.99M | 0.01% | −2,260−5.4% | Reduced |
| Shell Asset Management Co | 39,130 | $1.98M | 0.08% | +8,500+27.8% | Added |
| Twin Capital Management Inc | 38,799 | $1.97M | 0.28% | −2,830−6.8% | Reduced |
| US Bancorp | 38,328 | $1.94M | 0.00% | −357−0.9% | Reduced |
| Utah Retirement Systems | 38,227 | $1.94M | 0.03% | +100+0.3% | Added |
| First PREMIER Bank | 38,045 | $1.93M | 0.59% | 00.0% | Unchanged |
| Robeco Institutional Asset Management B.V. | 37,913 | $1.92M | 0.01% | 00.0% | Unchanged |
| Bailard, Inc. | 37,904 | $1.92M | 0.06% | +1,996+5.6% | Added |
| DekaBank Deutsche Girozentrale | 38,096 | $1.92M | 0.00% | +3,597+10.4% | Added |
| Point72 Middle East FZE | 37,694 | $1.91M | 0.12% | +2,146+6.0% | Added |
| Y-Intercept (Hong Kong) Ltd | 37,570 | $1.90M | 0.19% | +37,570 | New |
| Huber Capital Management LLC | 36,200 | $1.84M | 0.43% | +36,200 | New |
| Bradley Foster & Sargent Inc | 30,800 | $1.80M | 0.04% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 34,809 | $1.76M | 0.08% | −3,993−10.3% | Reduced |
| Redwood Investment Management, LLC | 34,755 | $1.76M | 0.15% | +34,755 | New |
| Janus Henderson Group PLC | 34,651 | $1.76M | 0.00% | +2,126+6.5% | Added |
| Commerce Bank | 34,596 | $1.75M | 0.01% | −630−1.8% | Reduced |
| Jump Financial, LLC | 34,467 | $1.75M | 0.07% | +15,490+81.6% | Added |
| CI Private Wealth, LLC | 34,394 | $1.74M | 0.00% | −1,498−4.2% | Reduced |
| Conning Inc. | 33,792 | $1.71M | 0.06% | 00.0% | Unchanged |
| WealthTrust Axiom LLC | 33,344 | $1.69M | 0.61% | +30.0% | Added |
| AE Wealth Management LLC | 33,329 | $1.69M | 0.01% | −627−1.8% | Reduced |
| Capital Fund Management S.A. | 33,234 | $1.68M | 0.02% | +33,234 | New |
| STRS Ohio | 32,700 | $1.66M | 0.01% | +3,723+12.8% | Added |
| New York Life Investment Management LLC | 32,654 | $1.66M | 0.02% | +224+0.7% | Added |
| Umb Bank N A | 32,524 | $1.65M | 0.03% | −205−0.6% | Reduced |
| Xponance, Inc. | 31,153 | $1.58M | 0.02% | +1,071+3.6% | Added |
| 1832 Asset Management L.P. | 30,357 | $1.54M | 0.00% | −745,940−96.1% | Reduced |
| Green Square Capital Advisors LLC | 29,438 | $1.49M | 0.20% | −869−2.9% | Reduced |
| CWM Advisors, LLC | 29,118 | $1.48M | 0.19% | +22,318+328.2% | Added |
| IFP Advisors, Inc | 29,059 | $1.47M | 0.07% | +17,908+160.6% | Added |
| ING Groep NV | 28,837 | $1.46M | 0.01% | −3,973−12.1% | Reduced |
| Schonfeld Strategic Advisors LLC | 28,527 | $1.45M | 0.01% | +12,551+78.6% | Added |
| Bokf, NA | 29,089 | $1.43M | 0.03% | −2,453−7.8% | Reduced |
| Glenmede Trust Co NA | 28,001 | $1.42M | 0.01% | +2,865+11.4% | Added |
| Public Employees Retirement Association of Colorado | 27,508 | $1.40M | 0.01% | −2,055−7.0% | Reduced |
| Daiwa Securities Group Inc. | 27,465 | $1.39M | 0.01% | +540+2.0% | Added |
| La Banque Postale Asset Management SA | 27,175 | $1.38M | 0.03% | +27,175 | New |
| Vestcor Inc | 25,839 | $1.31M | 0.05% | −396−1.5% | Reduced |
| Intrua Financial, LLC | 25,217 | $1.28M | 0.23% | −3,643−12.6% | Reduced |
| BTG Pactual Global Asset Management Ltd | 25,147 | $1.27M | 0.73% | −36,203−59.0% | Reduced |
| Element Capital Management LLC | 25,138 | $1.27M | 0.11% | −4,943−16.4% | Reduced |
| Carnegie Capital Asset Management, LLC | 25,007 | $1.27M | 0.05% | +330+1.3% | Added |
| Prudential PLC | 24,927 | $1.26M | 0.01% | −460−1.8% | Reduced |
| Nissay Asset Management Corp | 24,852 | $1.26M | 0.01% | +834+3.5% | Added |
| Greenland Capital Management LP | 24,750 | $1.25M | 0.15% | −132,759−84.3% | Reduced |
| LMCG Investments, LLC | 24,605 | $1.25M | 0.08% | +507+2.1% | Added |
| Capital International Inc | 24,016 | $1.22M | 0.02% | −251−1.0% | Reduced |
| National Pension Service | 23,414 | $1.20M | 0.00% | −350,569−93.7% | Reduced |
| Edgestream Partners, L.P. | 23,562 | $1.19M | 0.10% | −32,966−58.3% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 23,550 | $1.19M | 0.05% | +581+2.5% | Added |
| Rafferty Asset Management, LLC | 23,414 | $1.19M | 0.01% | +2,459+11.7% | Added |
| Advisors Asset Management, Inc. | 23,149 | $1.17M | 0.03% | −57−0.2% | Reduced |
| Baird Financial Group, Inc. | 23,085 | $1.17M | 0.00% | +1,172+5.3% | Added |
| Verition Fund Management LLC | 22,761 | $1.15M | 0.02% | −19,646−46.3% | Reduced |
| Pacer Advisors, Inc. | 22,369 | $1.13M | 0.00% | +8,264+58.6% | Added |
| Retirement Planning Group | 22,232 | $1.13M | 0.12% | +98+0.4% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 22,166 | $1.12M | 0.02% | +563+2.6% | Added |
| Eqis Capital Management, Inc. | 22,097 | $1.12M | 0.14% | −3,681−14.3% | Reduced |
| Pensionfund Sabic | 22,000 | $1.11M | 0.39% | 00.0% | Unchanged |
| Gulf International Bank (UK) Ltd | 21,553 | $1.09M | 0.03% | −1,798−7.7% | Reduced |
| Ci Investments Inc. | 21,487 | $1.09M | 0.01% | −194−0.9% | Reduced |
| The PNC Financial Services Group, Inc. | 21,401 | $1.09M | 0.00% | +808+3.9% | Added |
| Machina Capital S.A.S. | 21,261 | $1.08M | 0.60% | +21,261 | New |
| British Columbia Investment Management Corp | 20,774 | $1.05M | 0.01% | +292+1.4% | Added |
| Teachers Retirement System of the State of Kentucky | 20,651 | $1.05M | 0.01% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 20,601 | $1.04M | 0.00% | +1,565+8.2% | Added |
| Polianta Ltd | 19,900 | $1.01M | 0.50% | +2,300+13.1% | Added |
| Adamsbrown Wealth Consultants LLC | 19,823 | $1.01M | 0.50% | −1,012−4.9% | Reduced |
| Financial Partners Group, Inc | 20,364 | $1.00M | 0.21% | +372+1.9% | Added |
| Mirabella Financial Services LLP | 19,710 | $999.3K | 0.14% | +19,710 | New |
| Brookmont Capital Management | 19,698 | $998.7K | 0.62% | −128−0.6% | Reduced |
| Atom Investors LP | 19,550 | $991.2K | 0.23% | +19,550 | New |
| HRT Financial LP | 19,513 | $989.0K | 0.01% | −129,639−86.9% | Reduced |