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 |
|---|---|---|---|---|---|
| Dark Forest Capital Management LP | 6,767 | $343.1K | 0.03% | +29+0.4% | Added |
| Wealthfront Advisers LLC | 6,718 | $340.6K | 0.00% | −4,127−38.1% | Reduced |
| Raymond James Trust N.A. | 6,694 | $339.4K | 0.01% | −392−5.5% | Reduced |
| Pathstone Family Office, LLC | 6,572 | $339.3K | 0.00% | +6,572 | New |
| Gilbert & Cook, Inc. | 6,691 | $339.2K | 0.05% | +618+10.2% | Added |
| GWM Advisors LLC | 6,671 | $338.2K | 0.00% | +544+8.9% | Added |
| Kornitzer Capital Management Inc | 6,611 | $335.2K | 0.01% | 00.0% | Unchanged |
| IHT Wealth Management, LLC | 6,587 | $333.9K | 0.02% | +27+0.4% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 6,570 | $333.1K | 0.00% | +99+1.5% | Added |
| Park Avenue Securities LLC | 6,541 | $332.0K | 0.01% | +6,541 | New |
| Johnson Investment Counsel Inc | 6,469 | $328.0K | 0.00% | +1,983+44.2% | Added |
| Chicago Partners Investment Group LLC | 6,691 | $323.3K | 0.02% | +12+0.2% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 6,343 | $322.0K | 0.00% | +1,349+27.0% | Added |
| Lincoln National Corp | 6,344 | $321.6K | 0.01% | +6,344 | New |
| Avantax Advisory Services, Inc. | 6,207 | $314.7K | 0.00% | −767−11.0% | Reduced |
| John G Ullman & Associates Inc | 6,200 | $314.3K | 0.05% | 00.0% | Unchanged |
| Lido Advisors, LLC | 6,187 | $313.7K | 0.00% | −698−10.1% | Reduced |
| Waterfront Wealth Inc. | 6,441 | $312.7K | 0.10% | 00.0% | Unchanged |
| Arrowstreet Capital, Limited Partnership | 6,150 | $312.0K | 0.00% | +6,150 | New |
| Country Club Bank | 6,085 | $306.8K | 0.02% | −1,500−19.8% | Reduced |
| BKD Wealth Advisors, LLC | 5,990 | $303.7K | 0.01% | 00.0% | Unchanged |
| Intrust Bank NA | 5,971 | $302.7K | 0.04% | +638+12.0% | Added |
| iA Global Asset Management Inc. | 5,919 | $300.0K | 0.01% | +5,919 | New |
| Garner Asset Management Corp | 5,892 | $299.0K | 0.18% | +71+1.2% | Added |
| Financial Advisory Service, Inc. | 5,820 | $295.1K | 0.03% | +232+4.2% | Added |
| D.B. Root & Company, LLC | 5,801 | $294.1K | 0.11% | +36+0.6% | Added |
| CAPROCK Group, Inc. | 5,751 | $291.6K | 0.02% | +222+4.0% | Added |
| Gotham Asset Management, LLC | 5,675 | $287.7K | 0.01% | −27,158−82.7% | Reduced |
| Lifeworks Advisors, LLC | 5,633 | $285.6K | 0.11% | +5,633 | New |
| Truepoint, Inc. | 5,633 | $285.6K | 0.01% | +5,633 | New |
| Westwood Holdings Group Inc. | 5,610 | $284.0K | 0.00% | +1,432+34.3% | Added |
| Central Trust Co | 5,591 | $283.5K | 0.01% | +1,196+27.2% | Added |
| Resources Investment Advisors, LLC. | 5,581 | $283.0K | 0.01% | +27+0.5% | Added |
| Meeder Advisory Services, Inc. | 5,538 | $280.8K | 0.04% | +187+3.5% | Added |
| Raleigh Capital Management Inc. | 5,531 | $280.5K | 0.14% | +211+4.0% | Added |
| Tokio Marine Asset Management Co Ltd | 5,503 | $279.0K | 0.02% | +578+11.7% | Added |
| Schulhoff & Co Inc | 5,500 | $278.9K | 0.14% | 00.0% | Unchanged |
| Landscape Capital Management, L.L.C. | 5,435 | $275.6K | 0.04% | +5,435 | New |
| Fifth Third Bancorp | 5,343 | $270.9K | 0.00% | +531+11.0% | Added |
| Cetera Advisors LLC | 5,300 | $268.7K | 0.00% | −810−13.3% | Reduced |
| Garrett Investment Advisors LLC | 5,297 | $268.6K | 0.04% | 00.0% | Unchanged |
| MQS Management LLC | 5,259 | $266.6K | 0.16% | +185+3.6% | Added |
| TownSquare Capital, LLC | 5,247 | $266.0K | 0.00% | +331+6.7% | Added |
| Hudock, Inc. | 5,219 | $264.6K | 0.06% | +20.0% | Added |
| Parallel Advisors, LLC | 5,106 | $258.9K | 0.01% | −104−2.0% | Reduced |
| Regions Financial Corp | 5,094 | $258.3K | 0.00% | +4+0.1% | Added |
| GoalVest Advisory LLC | 5,093 | $258.2K | 0.13% | 00.0% | Unchanged |
| Moors & Cabot, Inc. | 4,940 | $250.5K | 0.02% | −555−10.1% | Reduced |
| Advisory Services Network, LLC | 4,919 | $249.4K | 0.01% | −571−10.4% | Reduced |
| Woodward Diversified Capital, LLC | 4,904 | $248.6K | 0.18% | +821+20.1% | Added |
| Tocqueville Asset Management L.P. | 4,900 | $248.4K | 0.00% | 00.0% | Unchanged |
| Valeo Financial Advisors, LLC | 4,870 | $246.9K | 0.01% | +4,870 | New |
| MainStreet Investment Advisors LLC | 4,797 | $243.2K | 0.03% | +46+1.0% | Added |
| RMB Capital Management, LLC | 4,761 | $241.4K | 0.01% | −90−1.9% | Reduced |
| Black Diamond Financial, LLC | 4,729 | $239.8K | 0.07% | 00.0% | Unchanged |
| Gsa Capital Partners LLP | 4,679 | $237.0K | 0.02% | +4,679 | New |
| Atria Wealth Solutions, Inc. | 4,655 | $236.0K | 0.00% | −4,155−47.2% | Reduced |
| Royal Fund Management, LLC | 4,593 | $232.9K | 0.03% | −49−1.1% | Reduced |
| Integris Wealth Management, LLC | 4,570 | $231.7K | 0.08% | 00.0% | Unchanged |
| Allworth Financial LP | 4,545 | $230.4K | 0.00% | +202+4.7% | Added |
| Dakota Wealth Management | 4,500 | $228.2K | 0.01% | 00.0% | Unchanged |
| Cornerstone Wealth Management, LLC | 4,467 | $226.5K | 0.02% | −106−2.3% | Reduced |
| Peapack Gladstone Financial Corp | 4,454 | $226.0K | 0.00% | −150−3.3% | Reduced |
| Savant Capital, LLC | 4,384 | $222.3K | 0.00% | −348−7.4% | Reduced |
| Evoke Wealth, LLC | 4,365 | $221.3K | 0.01% | +192+4.6% | Added |
| Sound Stewardship, LLC | 4,226 | $214.3K | 0.14% | 00.0% | Unchanged |
| Beacon Pointe Advisors, LLC | 4,157 | $210.8K | 0.00% | +710+20.6% | Added |
| Accurate Wealth Management, LLC | 4,190 | $209.9K | 0.07% | +642+18.1% | Added |
| V-Square Quantitative Management LLC | 4,131 | $209.4K | 0.09% | +3,618+705.3% | Added |
| Verity Asset Management, Inc. | 4,110 | $208.4K | 0.15% | −96−2.3% | Reduced |
| D.A. Davidson & Co. | 4,091 | $207.4K | 0.00% | +3+0.1% | Added |
| Advisor Partners II, LLC | 4,066 | $206.1K | 0.01% | −612−13.1% | Reduced |
| NBC Securities, Inc. | 4,074 | $206.0K | 0.02% | +4,074 | New |
| Massmutual Trust Co FSB | 4,059 | $205.8K | 0.01% | −547−11.9% | Reduced |
| PAX Financial Group, LLC | 4,032 | $204.4K | 0.05% | +160+4.1% | Added |
| Golden State Equity Partners | 4,011 | $203.4K | 0.06% | +12+0.3% | Added |
| Kayne Anderson Capital Advisors LP | 4,000 | $202.8K | 0.01% | −8,700−68.5% | Reduced |
| Leavell Investment Management, Inc. | 3,975 | $202.0K | 0.01% | +3,975 | New |
| Beverly Hills Private Wealth, LLC | 3,979 | $201.7K | 0.06% | −4,294−51.9% | Reduced |
| Sound Income Strategies, LLC | 3,718 | $188.5K | 0.02% | 00.0% | Unchanged |
| Credit Agricole S A | 3,676 | $186.4K | 0.01% | +1,764+92.3% | Added |
| Sunbelt Securities, Inc. | 3,652 | $185.2K | 0.03% | +39+1.1% | Added |
| Lazard Asset Management LLC | 3,645 | $184.0K | 0.00% | −4,636−56.0% | Reduced |
| Horizon Investments, LLC | 3,410 | $172.9K | 0.01% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 3,356 | $170.0K | 0.04% | −75−2.2% | Reduced |
| Quent Capital, LLC | 3,218 | $163.1K | 0.03% | +357+12.5% | Added |
| Ameritas Investment Partners, Inc. | 2,872 | $145.6K | 0.01% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 2,800 | $142.0K | 0.05% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 2,778 | $140.9K | 0.02% | +31+1.1% | Added |
| Peoples Bank | 2,755 | $139.7K | 0.12% | +2,755 | New |
| Larson Financial Group LLC | 2,483 | $125.9K | 0.01% | −1,852−42.7% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 2,370 | $120.0K | 0.00% | 00.0% | Unchanged |
| Rogco, LP | 2,263 | $114.7K | 0.06% | +2,263 | New |
| Tompkins Financial Corp | 2,224 | $112.8K | 0.02% | −260−10.5% | Reduced |
| Jones Financial Companies LLLP | 2,085 | $105.7K | 0.00% | +576+38.2% | Added |
| Kelly Financial Services LLC | 2,054 | $104.1K | 0.05% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 1,900 | $96.3K | 0.00% | −9,754−83.7% | Reduced |
| Johnson Midwest Financial, LLC | 1,867 | $94.7K | 0.21% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 1,796 | $91.1K | 0.01% | +515+40.2% | Added |
| Ostrum Asset Management | 1,778 | $90.1K | 0.01% | −13−0.7% | Reduced |