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 |
|---|---|---|---|---|---|
| Investment Management Corp of Ontario | 19,404 | $983.8K | 0.04% | +5,880+43.5% | Added |
| Aigen Investment Management, LP | 19,288 | $977.9K | 0.18% | +13,684+244.2% | Added |
| Prospera Financial Services Inc | 19,072 | $966.8K | 0.04% | −23−0.1% | Reduced |
| FORA Capital, LLC | 18,886 | $957.5K | 0.08% | +18,886 | New |
| Pathway Financial Advisers, LLC | 18,604 | $943.1K | 0.39% | +18,604 | New |
| Kentucky Retirement Systems | 18,188 | $922.1K | 0.03% | −279−1.5% | Reduced |
| Cetera Investment Advisers | 17,772 | $901.0K | 0.01% | −148−0.8% | Reduced |
| Maryland State Retirement & Pension System | 17,360 | $880.2K | 0.02% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 17,104 | $867.2K | 0.01% | +1,744+11.4% | Added |
| Moody National Bank Trust Division | 17,095 | $866.7K | 0.06% | +3,142+22.5% | Added |
| Sherbrooke Park Advisers LLC | 17,022 | $863.0K | 0.27% | +3,222+23.3% | Added |
| Centiva Capital, LP | 16,995 | $861.6K | 0.04% | +16,995 | New |
| Assetmark, Inc | 16,875 | $855.6K | 0.00% | +3,109+22.6% | Added |
| Brookstone Capital Management | 17,303 | $839.5K | 0.02% | +2,021+13.2% | Added |
| JustInvest LLC | 16,517 | $837.4K | 0.03% | −824−4.8% | Reduced |
| Securian Asset Management, Inc | 16,438 | $833.4K | 0.02% | −2,146−11.5% | Reduced |
| Albion Financial Group | 16,070 | $814.7K | 0.08% | 00.0% | Unchanged |
| Envestnet Portfolio Solutions, Inc. | 15,909 | $806.6K | 0.00% | +15,909 | New |
| SeaCrest Wealth Management, LLC | 15,874 | $804.8K | 0.10% | +10.0% | Added |
| SG Americas Securities, LLC | 15,781 | $800.0K | 0.01% | −47,009−74.9% | Reduced |
| J.W. Cole Advisors, Inc. | 15,725 | $797.2K | 0.06% | +124+0.8% | Added |
| Hartford Investment Management Co | 15,633 | $792.6K | 0.03% | −439−2.7% | Reduced |
| Paradigm Asset Management Co LLC | 15,600 | $790.9K | 0.22% | −900−5.5% | Reduced |
| Quantbot Technologies LP | 15,201 | $770.7K | 0.05% | +15,201 | New |
| Kestra Advisory Services, LLC | 15,164 | $768.8K | 0.01% | +1,610+11.9% | Added |
| Toews Corp | 15,000 | $760.5K | 0.46% | +15,000 | New |
| Pearl River Capital, LLC | 14,841 | $752.4K | 0.12% | +14,841 | New |
| Dynamic Advisor Solutions LLC | 14,636 | $742.0K | 0.04% | +2,377+19.4% | Added |
| Edmonds Duncan Registered Investment Advisors, LLC | 14,359 | $728.0K | 0.21% | 00.0% | Unchanged |
| Louisiana State Employees Retirement System | 14,200 | $719.9K | 0.02% | 00.0% | Unchanged |
| Cetera Advisor Networks LLC | 13,714 | $695.3K | 0.00% | +826+6.4% | Added |
| Lion Street Advisors, LLC | 13,662 | $692.7K | 0.23% | +847+6.6% | Added |
| Nebula Research & Development LLC | 13,108 | $664.6K | 0.35% | +6,344+93.8% | Added |
| Hennion & Walsh Asset Management, Inc. | 13,087 | $663.5K | 0.04% | +2,874+28.1% | Added |
| Headlands Technologies LLC | 12,993 | $658.7K | 0.32% | +4,848+59.5% | Added |
| CIBC World Markets Corp | 12,678 | $642.8K | 0.01% | −14,239−52.9% | Reduced |
| Janney Montgomery Scott LLC | 12,648 | $641.0K | 0.00% | +2,711+27.3% | Added |
| Tower Research Capital LLC (TRC) | 12,619 | $639.8K | 0.02% | −26,402−67.7% | Reduced |
| Teza Capital Management LLC | 12,462 | $631.8K | 0.10% | +12,462 | New |
| Wealth Enhancement Advisory Services, LLC | 12,437 | $630.5K | 0.00% | +12,437 | New |
| KBC Group NV | 12,275 | $622.0K | 0.00% | +1,625+15.3% | Added |
| Midwest Financial Group LLC | 12,255 | $621.0K | 0.53% | +32+0.3% | Added |
| New Mexico Educational Retirement Board | 11,950 | $606.0K | 0.03% | +800+7.2% | Added |
| CoreFirst Bank & Trust | 11,949 | $605.8K | 0.43% | −1,731−12.7% | Reduced |
| Boothbay Fund Management, LLC | 11,852 | $600.9K | 0.02% | +7,362+164.0% | Added |
| Hancock Whitney Corp | 11,438 | $579.9K | 0.02% | −618−5.1% | Reduced |
| First Republic Investment Management, Inc. | 11,062 | $560.9K | 0.00% | −914−7.6% | Reduced |
| Blair William & Co | 10,654 | $540.1K | 0.00% | +147+1.4% | Added |
| Exchange Traded Concepts, LLC | 10,457 | $530.2K | 0.02% | +311+3.1% | Added |
| Crossmark Global Holdings, Inc. | 10,406 | $517.0K | 0.01% | +50.0% | Added |
| Mattern Wealth Management LLC | 10,193 | $516.8K | 0.15% | +13+0.1% | Added |
| Amica Retiree Medical Trust | 10,162 | $515.0K | 0.61% | 00.0% | Unchanged |
| Virtue Capital Management, LLC | 8,487 | $507.1K | 0.09% | 00.0% | Unchanged |
| Wexford Capital LP | 10,000 | $507.0K | 0.12% | −24,575−71.1% | Reduced |
| Nordea Investment Management AB | 9,803 | $499.0K | 0.00% | 00.0% | Unchanged |
| Qtron Investments LLC | 9,601 | $486.8K | 0.09% | +5,176+117.0% | Added |
| Profund Advisors LLC | 9,524 | $482.9K | 0.03% | −36−0.4% | Reduced |
| Metropolitan Life Insurance Co | 9,503 | $481.8K | 0.03% | −505−5.0% | Reduced |
| ISAM Funds (UK) Ltd | 9,487 | $481.0K | 0.30% | +9,487 | New |
| 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 |
| Jeppson Wealth Management, LLC | 9,335 | $473.3K | 0.22% | +2,660+39.9% | Added |
| Cresset Asset Management, LLC | 9,330 | $473.0K | 0.00% | −2,174−18.9% | Reduced |
| Trust Co of Kansas | 9,159 | $464.0K | 0.30% | +140+1.6% | Added |
| Krane Funds Advisors LLC | 9,150 | $464.0K | 0.02% | +1,080+13.4% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 9,116 | $462.2K | 0.02% | +2,240+32.6% | Added |
| Quadrature Capital Ltd | 9,114 | $462.0K | 0.01% | +9,114 | New |
| Fairview Capital Investment Management, LLC | 9,000 | $456.3K | 0.03% | 00.0% | Unchanged |
| Iams Wealth Management, LLC | 8,990 | $455.8K | 0.32% | +8,990 | New |
| Bridgefront Capital, LLC | 8,918 | $452.1K | 0.32% | +8,918 | New |
| Alps Advisors Inc | 8,849 | $448.6K | 0.00% | +232+2.7% | Added |
| Proequities, Inc. | 8,780 | $445.1K | 0.03% | +374+4.4% | Added |
| Smith, Moore & Co. | 8,774 | $444.8K | 0.06% | +193+2.2% | Added |
| Cypress Capital Group | 8,762 | $444.2K | 0.06% | −20.0% | Reduced |
| Burns Matteson Capital Management, LLC | 8,705 | $441.3K | 0.28% | −194−2.2% | Reduced |
| Synovus Financial Corp | 8,684 | $440.3K | 0.01% | −475−5.2% | Reduced |
| Credential Qtrade Securities Inc. | 8,663 | $439.2K | 0.03% | +225+2.7% | Added |
| LaFleur & Godfrey LLC | 8,615 | $436.8K | 0.07% | −165−1.9% | Reduced |
| FineMark National Bank & Trust | 8,488 | $430.3K | 0.02% | −4,862−36.4% | Reduced |
| Change Path, LLC | 8,327 | $423.0K | 0.03% | −3,142−27.4% | Reduced |
| Quantinno Capital Management LP | 8,350 | $423.0K | 0.02% | +3,984+91.3% | Added |
| Metis Global Partners, LLC | 8,326 | $422.1K | 0.02% | +1,419+20.5% | Added |
| Wade G W & Inc | 8,324 | $422.0K | 0.02% | +463+5.9% | Added |
| Petrus Trust Company, LTA | 8,206 | $416.0K | 0.04% | +8,206 | New |
| Kentucky Retirement Systems Insurance Trust Fund | 8,121 | $411.7K | 0.03% | −124−1.5% | Reduced |
| Nicolet Bankshares Inc | 8,000 | $405.6K | 0.12% | 00.0% | Unchanged |
| Naples Global Advisors, LLC | 7,947 | $402.9K | 0.05% | 00.0% | Unchanged |
| Integrated Wealth Concepts LLC | 7,897 | $400.4K | 0.01% | −492−5.9% | Reduced |
| Norinchukin Bank, The | 7,856 | $398.3K | 0.01% | −2,652−25.2% | Reduced |
| Empirical Finance, LLC | 7,760 | $393.4K | 0.03% | +758+10.8% | Added |
| Equitable Holdings, Inc. | 7,545 | $382.5K | 0.01% | −876−10.4% | Reduced |
| Coppell Advisory Solutions LLC | 5,986 | $376.7K | 0.14% | −1,666−21.8% | Reduced |
| Arete Wealth Advisors, LLC | 7,275 | $368.9K | 0.06% | +163+2.3% | Added |
| Echo Street Capital Management LLC | 7,269 | $368.5K | 0.00% | +7,269 | New |
| Northwestern Mutual Investment Management Company, LLC | 7,251 | $367.6K | 0.01% | +6+0.1% | Added |
| Keybank National Association | 7,060 | $357.9K | 0.00% | +3,008+74.2% | Added |
| Trust Co | 7,023 | $356.1K | 0.06% | −400−5.4% | Reduced |
| KCM Investment Advisors LLC | 6,970 | $353.4K | 0.02% | −213−3.0% | Reduced |
| Dynamic Technology Lab Private Ltd | 6,836 | $347.0K | 0.03% | −15,272−69.1% | Reduced |
| Two Sigma Securities, LLC | 6,773 | $343.4K | 0.02% | −1,173−14.8% | Reduced |