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 |
|---|---|---|---|---|---|
| UniSuper Management Pty Ltd | 1,600 | $81.1K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 1,585 | $80.4K | 0.01% | −1,013−39.0% | Reduced |
| Centennial Bank | 1,554 | $78.8K | 0.05% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 1,605 | $78.1K | 0.00% | −302−15.8% | Reduced |
| Huntington National Bank | 1,529 | $77.5K | 0.00% | +258+20.3% | Added |
| GPS Wealth Strategies Group, LLC | 1,518 | $77.0K | 0.01% | +130+9.4% | Added |
| South State Corp. | 1,500 | $76.0K | 0.01% | 00.0% | Unchanged |
| Sentry Investment Management LLC | 1,334 | $68.0K | 0.03% | −157−10.5% | Reduced |
| Tucker Asset Management LLC | 1,339 | $67.9K | 0.02% | +227+20.4% | Added |
| Rosenberg Matthew Hamilton | 1,334 | $67.6K | 0.02% | 00.0% | Unchanged |
| Spirit of America Management Corp | 1,300 | $65.9K | 0.01% | +500+62.5% | Added |
| Delta Asset Management LLC | 1,280 | $64.9K | 0.01% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 1,269 | $64.0K | 0.00% | −211−14.3% | Reduced |
| Geneos Wealth Management Inc. | 1,221 | $61.9K | 0.00% | +82+7.2% | Added |
| American State Bank (Iowa) | 1,196 | $60.6K | 0.04% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 1,174 | $59.5K | 0.02% | 00.0% | Unchanged |
| Gradient Investments LLC | 1,129 | $57.2K | 0.00% | +481+74.2% | Added |
| Bessemer Group Inc | 1,127 | $57.0K | 0.00% | −1,894−62.7% | Reduced |
| Crewe Advisors LLC | 1,092 | $55.4K | 0.01% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 1,070 | $54.2K | 0.02% | +1,070 | New |
| LGT Financial Advisors LLC | 1,064 | $53.9K | 0.07% | +1,064 | New |
| Ronald Blue Trust, Inc. | 901 | $53.0K | 0.00% | +32+3.7% | Added |
| Glass Jacobson Investment Advisors llc | 1,010 | $51.2K | 0.02% | 00.0% | Unchanged |
| Smithfield Trust Co | 979 | $51.0K | 0.00% | −20−2.0% | Reduced |
| Signaturefd, LLC | 1,000 | $50.7K | 0.00% | −1,386−58.1% | Reduced |
| First Financial Corp | 1,000 | $50.7K | 0.03% | 00.0% | Unchanged |
| Montag A & Associates Inc | 1,000 | $50.7K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 1,000 | $50.7K | 0.00% | 00.0% | Unchanged |
| Ruedi Wealth Management, Inc. | 1,000 | $50.7K | 0.03% | 00.0% | Unchanged |
| PSI Advisors, LLC | 999 | $50.6K | 0.02% | +499+99.8% | Added |
| Caldwell Sutter Capital, Inc. | 956 | $48.5K | 0.03% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 948 | $48.1K | 0.00% | −42−4.2% | Reduced |
| Harbour Investments, Inc. | 932 | $47.3K | 0.00% | −67−6.7% | Reduced |
| Tradition Wealth Management, LLC | 884 | $45.0K | 0.01% | −60−6.4% | Reduced |
| Asset Dedication, LLC | 885 | $45.0K | 0.00% | +885 | New |
| Rocky Mountain Advisers, LLC | 886 | $44.9K | 0.02% | 00.0% | Unchanged |
| Spire Wealth Management | 852 | $43.2K | 0.00% | +44+5.4% | Added |
| Deseret Mutual Benefit Administrators | 813 | $41.2K | 0.02% | −37−4.4% | Reduced |
| City State Bank | 808 | $41.0K | 0.02% | 00.0% | Unchanged |
| City Holding Co | 808 | $41.0K | 0.01% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 800 | $40.6K | 0.00% | 00.0% | Unchanged |
| Headinvest, LLC | 834 | $40.1K | 0.01% | +834 | New |
| Whittier Trust Co | 781 | $39.6K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 722 | $36.6K | 0.00% | −125−14.8% | Reduced |
| Pinnacle Bancorp, Inc. | 713 | $36.1K | 0.01% | −653−47.8% | Reduced |
| Itau Unibanco Holding S.A. | 699 | $35.4K | 0.00% | +699 | New |
| Leonteq Securities AG | 695 | $35.2K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 684 | $34.7K | 0.00% | −7−1.0% | Reduced |
| Atwood & Palmer Inc | 655 | $33.2K | 0.00% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 650 | $33.0K | 0.00% | −26−3.8% | Reduced |
| Pin Oak Investment Advisors Inc | 660 | $33.0K | 0.04% | 00.0% | Unchanged |
| Washington Trust Co | 647 | $32.8K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 632 | $32.0K | 0.00% | +230+57.2% | Added |
| M&R Capital Management Inc | 610 | $30.9K | 0.01% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 600 | $30.4K | 0.00% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 598 | $30.3K | 0.01% | 00.0% | Unchanged |
| Key Financial Inc | 598 | $30.3K | 0.01% | 00.0% | Unchanged |
| Capstone Investment Advisors, LLC | 585 | $29.7K | 0.00% | −5,968−91.1% | Reduced |
| Whittier Trust Co of Nevada Inc | 574 | $29.1K | 0.00% | +3+0.5% | Added |
| Independence Bank of Kentucky | 556 | $28.2K | 0.01% | −32−5.4% | Reduced |
| FinTrust Capital Advisors, LLC | 547 | $27.7K | 0.01% | +193+54.5% | Added |
| Moisand Fitzgerald Tamayo, LLC | 534 | $27.1K | 0.01% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 555 | $27.0K | 0.00% | −18−3.1% | Reduced |
| Financial Avengers, Inc. | 529 | $26.8K | 0.02% | +5+1.0% | Added |
| Mechanics Financial Corp | 520 | $26.4K | 0.01% | 00.0% | Unchanged |
| Motco | 501 | $25.4K | 0.00% | −23−4.4% | Reduced |
| Truvestments Capital LLC | 493 | $25.0K | 0.01% | 00.0% | Unchanged |
| Bank of New Hampshire | 478 | $24.2K | 0.01% | 00.0% | Unchanged |
| Carolina Wealth Advisors, LLC | 478 | $24.2K | 0.01% | 00.0% | Unchanged |
| Private Trust Co NA | 462 | $23.4K | 0.00% | 00.0% | Unchanged |
| CNB Bank | 447 | $22.7K | 0.01% | 00.0% | Unchanged |
| Colonial Trust Advisors | 446 | $22.6K | 0.00% | −10−2.2% | Reduced |
| Covestor Ltd | 436 | $22.0K | 0.02% | +102+30.5% | Added |
| Valley National Advisers Inc | 434 | $22.0K | 0.00% | +135+45.2% | Added |
| Sofos Investments, Inc. | 443 | $21.6K | 0.00% | +385+663.8% | Added |
| Red Tortoise LLC | 411 | $20.8K | 0.01% | 00.0% | Unchanged |
| Alaska Permanent Fund Corp | 404 | $20.5K | 0.00% | −606−60.0% | Reduced |
| Dividend Assets Capital, LLC | 400 | $20.0K | 0.00% | −36−8.3% | Reduced |
| Farmers & Merchants Investments Inc | 383 | $19.4K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 382 | $19.4K | 0.00% | −305−44.4% | Reduced |
| Cambridge Trust Co | 375 | $19.0K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 374 | $19.0K | 0.00% | −1,634−81.4% | Reduced |
| Baystate Wealth Management LLC | 327 | $16.6K | 0.00% | +11+3.5% | Added |
| Brown Brothers Harriman & Co | 315 | $16.0K | 0.00% | +140+80.0% | Added |
| Tortoise Investment Management, LLC | 312 | $15.8K | 0.00% | 00.0% | Unchanged |
| Financial Synergies Wealth Advisors, Inc. | 306 | $15.5K | 0.00% | +3+1.0% | Added |
| First Command Advisory Services, Inc. | 300 | $15.2K | 0.00% | +300 | New |
| Capital Advisors, Ltd. LLC | 303 | $15.0K | 0.00% | −28−8.5% | Reduced |
| Foster Dykema Cabot & Co Inc | 299 | $15.0K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 294 | $14.9K | 0.00% | −16−5.2% | Reduced |
| Lindbrook Capital, LLC | 284 | $14.4K | 0.00% | +28+10.9% | Added |
| Farther Finance Advisors, LLC | 284 | $14.4K | 0.00% | +88+44.9% | Added |
| North Star Investment Management Corp. | 276 | $14.0K | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 274 | $13.9K | 0.00% | +3+1.1% | Added |
| Mark Sheptoff Financial Planning, LLC | 269 | $13.6K | 0.01% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 275 | $13.3K | 0.01% | +275 | New |
| Acadian Asset Management LLC | 260 | $13.0K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 250 | $12.7K | 0.00% | +29+13.1% | Added |
| Missouri Trust & Investment Co | 226 | $11.5K | 0.01% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 220 | $11.2K | 0.00% | 00.0% | Unchanged |