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 |
|---|---|---|---|---|---|
| Glassman Wealth Services | 215 | $10.9K | 0.00% | +64+42.4% | Added |
| Hexagon Capital Partners LLC | 207 | $10.5K | 0.00% | −76−26.9% | Reduced |
| Carmel Capital Partners, LLC | 201 | $10.2K | 0.00% | +201 | New |
| Column Capital Advisors, LLC | 200 | $10.1K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 198 | $10.0K | 0.00% | −218−52.4% | Reduced |
| Certified Advisory Corp | 191 | $9.68K | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 176 | $8.92K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 174 | $8.82K | 0.00% | 00.0% | Unchanged |
| CGC Financial Services, LLC | 164 | $8.31K | 0.01% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 158 | $8.01K | 0.00% | +79+100.0% | Added |
| Capital Analysts, LLC | 160 | $8.00K | 0.00% | +87+119.2% | Added |
| Cornerstone Planning Group LLC | 151 | $7.66K | 0.00% | −220−59.3% | Reduced |
| Koesten, Hirschmann & Crabtree, INC. | 151 | $7.66K | 0.01% | 00.0% | Unchanged |
| Paladin Advisory Group, LLC | 145 | $7.35K | 0.01% | 00.0% | Unchanged |
| Horizon Bancorp Inc | 134 | $7.00K | 0.00% | 00.0% | Unchanged |
| Ritter Daniher Financial Advisory LLC | 119 | $6.03K | 0.00% | 00.0% | Unchanged |
| Northwest Investment Counselors, LLC | 119 | $6.03K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 123 | $6.00K | 0.00% | +9+7.9% | Added |
| Avion Wealth | 132 | $6.00K | 0.00% | +11+9.1% | Added |
| TSFG, LLC | 113 | $6.00K | 0.00% | 00.0% | Unchanged |
| Caldwell Trust Co | 113 | $5.73K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 110 | $5.58K | 0.00% | 00.0% | Unchanged |
| RFP Financial Group LLC | 109 | $5.53K | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 101 | $5.12K | 0.00% | +101 | New |
| Gables Capital Management Inc. | 100 | $5.07K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 89 | $5.00K | 0.00% | 00.0% | Unchanged |
| Private Ocean, LLC | 96 | $4.87K | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 94 | $4.77K | 0.00% | +94 | New |
| Eagle Bay Advisors LLC | 89 | $4.51K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 89 | $4.51K | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 88 | $4.46K | 0.00% | +3+3.5% | Added |
| West Tower Group, LLC | 83 | $4.21K | 0.00% | +83 | New |
| Financial Management Professionals, Inc. | 76 | $4.00K | 0.00% | +7+10.1% | Added |
| JNBA Financial Advisors | 73 | $3.70K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 71 | $3.60K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 65 | $3.30K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 60 | $3.04K | 0.00% | +4+7.1% | Added |
| Bell Investment Advisors, Inc | 54 | $2.74K | 0.00% | +3+5.9% | Added |
| Country Trust Bank | 52 | $2.64K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 39 | $1.98K | 0.00% | +39 | New |
| Retirement Group, LLC | 34 | $1.72K | 0.00% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 34 | $1.72K | 0.00% | +16+88.9% | Added |
| Raffa Wealth Management, LLC | 33 | $1.67K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 25 | $1.27K | 0.00% | −44−63.8% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 24 | $1.22K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 22 | $1.12K | 0.00% | −12−35.3% | Reduced |
| Transamerica Financial Advisors, Inc. | 14 | $1.00K | 0.00% | −1−6.7% | Reduced |
| Centerpoint Advisors, LLC | 16 | $1.00K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 19 | $964 | 0.00% | −23−54.8% | Reduced |
| Beacon Capital Management, LLC | 15 | $876 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 14 | $710 | 0.00% | +2+16.7% | Added |
| Indiana Trust & Investment Management CO | 14 | $710 | 0.00% | +14 | New |
| Stonebridge Capital Advisors LLC | 12 | $608 | 0.00% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 11 | $605 | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 10 | $584 | 0.00% | +10 | New |
| Orion Capital Management LLC | 10 | $507 | 0.00% | +10 | New |
| Hibernia Wealth Partners, LLC | 10 | $507 | 0.00% | +10 | New |
| SOA Wealth Advisors, LLC. | 8 | $406 | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 6 | $304 | 0.00% | +6 | New |
| True Wealth Design, LLC | 5 | $254 | 0.00% | 00.0% | Unchanged |
| VisionPoint Advisory Group, LLC | 4 | $203 | 0.00% | +4 | New |
| Steward Financial Group LLC | 13 | $0 | 0.00% | +13 | New |
| Psagot Value Holdings Ltd. / (Israel) | 3 | $0 | 0.00% | +3 | New |
| TD Ameritrade Investment Management, LLC | 0 | $0 | 0.00% | −39−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −1,141,134−100.0% | Sold out |
| Vaughan Nelson Investment Management, L.P. | 0 | $0 | 0.00% | −673,476−100.0% | Sold out |
| Tortoise Capital Advisors, L.L.C. | 0 | $0 | 0.00% | −114,213−100.0% | Sold out |
| Mn Services Vermogensbeheer B.V. | 0 | $0 | 0.00% | −109,400−100.0% | Sold out |
| Summit Global Investments | 0 | $0 | 0.00% | −84,916−100.0% | Sold out |
| Cipher Capital LP | 0 | $0 | 0.00% | −84,304−100.0% | Sold out |
| Natixis | 0 | $0 | 0.00% | −69,676−100.0% | Sold out |
| V Wealth Advisors LLC | 0 | $0 | 0.00% | −60,678−100.0% | Sold out |
| Castellan Group, LLC | 0 | $0 | 0.00% | −39,900−100.0% | Sold out |
| Alberta Investment Management Corp | 0 | $0 | 0.00% | −30,074−100.0% | Sold out |
| Houlihan Financial Resource Group, Ltd. | 0 | $0 | 0.00% | −21,958−100.0% | Sold out |
| Ergoteles LLC | 0 | $0 | 0.00% | −22,681−100.0% | Sold out |
| Healthcare of Ontario Pension Plan Trust Fund | 0 | $0 | 0.00% | −20,944−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −19,258−100.0% | Sold out |
| Jefferies Financial Group Inc. | 0 | $0 | 0.00% | −11,200−100.0% | Sold out |
| Chiron Investment Management, LLC | 0 | $0 | 0.00% | −10,564−100.0% | Sold out |
| Northwest & Ethical Investments L.P. | 0 | $0 | 0.00% | −9,937−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −7,960−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −7,130−100.0% | Sold out |
| Bayesian Capital Management, LP | 0 | $0 | 0.00% | −6,600−100.0% | Sold out |
| Veritable, L.P. | 0 | $0 | 0.00% | −5,112−100.0% | Sold out |
| Advisor OS, LLC | 0 | $0 | 0.00% | −4,528−100.0% | Sold out |
| Horizon Investment Services, LLC | 0 | $0 | 0.00% | −4,471−100.0% | Sold out |
| Sound View Wealth Advisors Group, LLC | 0 | $0 | 0.00% | −3,972−100.0% | Sold out |
| Rockland Trust Co | 0 | $0 | 0.00% | −3,961−100.0% | Sold out |
| Coldstream Capital Management Inc | 0 | $0 | 0.00% | −3,919−100.0% | Sold out |
| Checchi Capital Advisers, LLC | 0 | $0 | 0.00% | −3,900−100.0% | Sold out |
| Texas Yale Capital Corp. | 0 | $0 | 0.00% | −3,892−100.0% | Sold out |
| Symmetry Partners, LLC | 0 | $0 | 0.00% | −3,872−100.0% | Sold out |
| Waters Parkerson & Co., LLC | 0 | $0 | 0.00% | −3,835−100.0% | Sold out |
| Tradewinds, LLC. | 0 | $0 | 0.00% | −3,813−100.0% | Sold out |
| Banque Pictet & Cie SA | 0 | $0 | 0.00% | −3,768−100.0% | Sold out |
| First National Advisers, LLC | 0 | $0 | 0.00% | −3,761−100.0% | Sold out |
| Level Four Advisory Services, LLC | 0 | $0 | 0.00% | −3,736−100.0% | Sold out |
| Marcum Wealth, LLC | 0 | $0 | 0.00% | −3,710−100.0% | Sold out |
| Capital Asset Advisory Services LLC | 0 | $0 | 0.00% | −3,576−100.0% | Sold out |