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, Q4 2023
Institutional positions in Evergy, Inc. as of Dec 31, 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
- 706
- +52 vs. Q3 2023
- Shares held
- 200.3M
- +8.38M (+4.4%) vs. Q3 2023
- Total value
- $10.5B
- +$725.1M (+7.5%) vs. Q3 2023
- New holders
- 119
- 252 more added
- Sold out
- 67
- 234 more reduced
9 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2023
Shares, value and share of portfolio for each institution holding Evergy, Inc.; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Smithfield Trust Co | 405 | $21.0K | 0.00% | −574−58.6% | Reduced |
| Dividend Assets Capital, LLC | 400 | $21.0K | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 411 | $21.5K | 0.00% | +84+25.7% | Added |
| Valley National Advisers Inc | 439 | $22.0K | 0.00% | +5+1.2% | Added |
| Lindbrook Capital, LLC | 425 | $22.2K | 0.00% | +141+49.6% | Added |
| Colonial Trust Advisors | 429 | $22.4K | 0.00% | −17−3.8% | Reduced |
| CNB Bank | 447 | $23.3K | 0.01% | 00.0% | Unchanged |
| Glassman Wealth Services | 450 | $23.5K | 0.00% | +235+109.3% | Added |
| Covestor Ltd | 451 | $24.0K | 0.02% | +15+3.4% | Added |
| TD Waterhouse Canada Inc. | 445 | $24.1K | 0.00% | −110−19.8% | Reduced |
| Carolina Wealth Advisors, LLC | 478 | $25.0K | 0.01% | 00.0% | Unchanged |
| Bank of New Hampshire | 478 | $25.0K | 0.01% | 00.0% | Unchanged |
| Truvestments Capital LLC | 500 | $26.1K | 0.01% | +7+1.4% | Added |
| Motco | 501 | $26.2K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 507 | $26.5K | 0.00% | +133+35.6% | Added |
| Private Trust Co NA | 517 | $27.0K | 0.00% | +55+11.9% | Added |
| Mechanics Financial Corp | 520 | $27.1K | 0.02% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 534 | $27.9K | 0.00% | 00.0% | Unchanged |
| Financial Avengers, Inc. | 536 | $28.0K | 0.02% | +7+1.3% | Added |
| Independence Bank of Kentucky | 556 | $29.0K | 0.01% | 00.0% | Unchanged |
| CVA Family Office, LLC | 560 | $29.2K | 0.01% | +560 | New |
| Rakuten Investment Management, Inc. | 568 | $29.7K | 0.00% | +568 | New |
| DT Investment Partners, LLC | 600 | $30.4K | 0.00% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 598 | $31.2K | 0.01% | 00.0% | Unchanged |
| Key Financial Inc | 598 | $31.2K | 0.01% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 604 | $31.6K | 0.00% | +320+112.7% | Added |
| M&R Capital Management Inc | 610 | $31.8K | 0.01% | 00.0% | Unchanged |
| Gradient Investments LLC | 639 | $33.4K | 0.00% | −490−43.4% | Reduced |
| Deseret Mutual Benefit Administrators | 650 | $33.9K | 0.02% | −163−20.0% | Reduced |
| Pin Oak Investment Advisors Inc | 660 | $34.0K | 0.03% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 667 | $34.8K | 0.01% | +460+222.2% | Added |
| Pinnacle Bancorp, Inc. | 713 | $37.2K | 0.01% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 740 | $38.6K | 0.00% | +718+3,263.6% | Added |
| Whittier Trust Co | 781 | $40.8K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 785 | $41.0K | 0.01% | +403+105.5% | Added |
| Heritage Wealth Advisors | 800 | $41.8K | 0.00% | 00.0% | Unchanged |
| Northwest Financial Advisors | 800 | $41.8K | 0.04% | +800 | New |
| City State Bank | 808 | $42.0K | 0.02% | 00.0% | Unchanged |
| City Holding Co | 808 | $42.2K | 0.01% | 00.0% | Unchanged |
| Principal Securities, Inc. | 818 | $42.7K | 0.00% | +818 | New |
| Retirement Group, LLC | 824 | $43.0K | 0.02% | +790+2,323.5% | Added |
| Whittier Trust Co of Nevada Inc | 854 | $44.6K | 0.00% | +280+48.8% | Added |
| Atwood & Palmer Inc | 855 | $44.6K | 0.00% | +200+30.5% | Added |
| Rocky Mountain Advisers, LLC | 886 | $46.2K | 0.02% | 00.0% | Unchanged |
| Asset Dedication, LLC | 885 | $47.0K | 0.00% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 894 | $47.0K | 0.00% | +10+1.1% | Added |
| First Horizon Advisors, Inc. | 903 | $47.2K | 0.00% | −45−4.7% | Reduced |
| EntryPoint Capital, LLC | 933 | $48.7K | 0.05% | +933 | New |
| Caldwell Sutter Capital, Inc. | 956 | $49.9K | 0.03% | 00.0% | Unchanged |
| Mowery & Schoenfeld Wealth Management, LLC | 976 | $50.9K | 0.10% | +976 | New |
| EverSource Wealth Advisors, LLC | 998 | $52.1K | 0.00% | +748+299.2% | Added |
| PSI Advisors, LLC | 999 | $52.1K | 0.02% | 00.0% | Unchanged |
| First Financial Corp | 1,000 | $52.2K | 0.03% | 00.0% | Unchanged |
| Montag A & Associates Inc | 1,000 | $52.2K | 0.00% | 00.0% | Unchanged |
| Ruedi Wealth Management, Inc. | 1,000 | $52.2K | 0.02% | 00.0% | Unchanged |
| ICA Group Wealth Management, LLC | 1,000 | $52.2K | 0.01% | +1,000 | New |
| Glass Jacobson Investment Advisors llc | 1,010 | $52.7K | 0.02% | 00.0% | Unchanged |
| Delta Asset Management LLC | 1,030 | $53.8K | 0.01% | −250−19.5% | Reduced |
| Penserra Capital Management LLC | 1,046 | $54.0K | 0.00% | −223−17.6% | Reduced |
| Spire Wealth Management | 1,081 | $54.5K | 0.00% | +229+26.9% | Added |
| Householder Group Estate & Retirement Specialist, LLC | 1,070 | $55.0K | 0.02% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 1,064 | $55.5K | 0.07% | 00.0% | Unchanged |
| HM Payson & Co | 1,125 | $58.7K | 0.00% | +125+12.5% | Added |
| Westside Investment Management, Inc. | 1,174 | $61.3K | 0.02% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 1,217 | $62.0K | 0.00% | +316+35.1% | Added |
| American State Bank (Iowa) | 1,196 | $62.4K | 0.04% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 1,224 | $63.9K | 0.00% | +3+0.2% | Added |
| Harbour Investments, Inc. | 1,267 | $66.1K | 0.00% | +335+35.9% | Added |
| REAP Financial Group, LLC | 1,288 | $67.2K | 0.02% | +1,288 | New |
| Spirit of America Management Corp | 1,300 | $67.9K | 0.01% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 1,334 | $69.6K | 0.02% | 00.0% | Unchanged |
| Simplex Trading, LLC | 1,378 | $71.0K | 0.00% | +1,378 | New |
| GPS Wealth Strategies Group, LLC | 1,518 | $79.3K | 0.01% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 1,547 | $81.0K | 0.00% | +897+138.0% | Added |
| Centennial Bank | 1,554 | $81.1K | 0.05% | 00.0% | Unchanged |
| Advantage Trust Co | 1,597 | $83.4K | 0.07% | +1,597 | New |
| T. Rowe Price Investment Management, Inc. | 1,650 | $87.0K | 0.00% | +1,650 | New |
| Tucker Asset Management LLC | 1,713 | $89.4K | 0.02% | +374+27.9% | Added |
| Huntington National Bank | 1,723 | $89.9K | 0.00% | +194+12.7% | Added |
| Steward Partners Investment Advisory, LLC | 1,746 | $91.1K | 0.00% | −154−8.1% | Reduced |
| Ostrum Asset Management | 1,786 | $93.2K | 0.01% | +8+0.4% | Added |
| BKM Wealth Management, LLC | 1,825 | $95.3K | 0.04% | +1,825 | New |
| Global Retirement Partners, LLC | 1,821 | $96.3K | 0.00% | +216+13.5% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 1,885 | $98.0K | 0.00% | −485−20.5% | Reduced |
| Rogco, LP | 1,963 | $102.5K | 0.04% | −300−13.3% | Reduced |
| Kelly Financial Services LLC | 2,054 | $107.2K | 0.04% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 2,155 | $112.5K | 0.00% | −32,654−93.8% | Reduced |
| SRS Capital Advisors, Inc. | 2,184 | $114.0K | 0.01% | −594−21.4% | Reduced |
| Bessemer Group Inc | 2,216 | $115.0K | 0.00% | +1,089+96.6% | Added |
| Tompkins Financial Corp | 2,224 | $116.1K | 0.01% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 2,442 | $127.5K | 0.01% | +646+36.0% | Added |
| Larson Financial Group LLC | 2,494 | $130.2K | 0.01% | +11+0.4% | Added |
| Ameritas Investment Partners, Inc. | 2,553 | $133.3K | 0.00% | −319−11.1% | Reduced |
| Peoples Bank | 2,655 | $138.6K | 0.11% | −100−3.6% | Reduced |
| Riggs Asset Managment Co. Inc. | 2,800 | $146.2K | 0.05% | 00.0% | Unchanged |
| McGlone Suttner Wealth Management, Inc. | 2,880 | $150.3K | 0.03% | +2,880 | New |
| UniSuper Management Pty Ltd | 2,889 | $150.8K | 0.00% | +1,289+80.6% | Added |
| Jones Financial Companies LLLP | 2,947 | $153.8K | 0.00% | +862+41.3% | Added |
| FinTrust Capital Advisors, LLC | 3,164 | $165.2K | 0.03% | +2,617+478.4% | Added |
| Quent Capital, LLC | 3,189 | $166.5K | 0.02% | −29−0.9% | Reduced |