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 |
|---|---|---|---|---|---|
| Benjamin Edwards Inc | 3,292 | $172.0K | 0.04% | −64−1.9% | Reduced |
| Horizon Investments, LLC | 3,561 | $185.9K | 0.01% | +151+4.4% | Added |
| Lazard Asset Management LLC | 3,645 | $190.0K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 3,788 | $192.3K | 0.05% | +3,788 | New |
| Sunbelt Securities, Inc. | 3,710 | $193.6K | 0.02% | +58+1.6% | Added |
| Sound Income Strategies, LLC | 3,718 | $194.1K | 0.02% | 00.0% | Unchanged |
| Waters Parkerson & Co., LLC | 3,835 | $200.0K | 0.01% | +3,835 | New |
| Symmetry Partners, LLC | 3,872 | $202.0K | 0.01% | +3,872 | New |
| Alberta Investment Management Corp | 3,900 | $203.6K | 0.00% | +3,900 | New |
| NBC Securities, Inc. | 3,978 | $207.0K | 0.02% | −96−2.4% | Reduced |
| Financial Network Wealth Advisors LLC | 4,020 | $209.8K | 0.22% | +4,020 | New |
| Accurate Wealth Management, LLC | 3,942 | $210.3K | 0.07% | −248−5.9% | Reduced |
| Golden State Equity Partners | 4,050 | $211.4K | 0.05% | +39+1.0% | Added |
| Signaturefd, LLC | 4,095 | $213.8K | 0.00% | +3,095+309.5% | Added |
| Y-Intercept (Hong Kong) Ltd | 4,126 | $215.4K | 0.02% | −33,444−89.0% | Reduced |
| V-Square Quantitative Management LLC | 4,131 | $215.6K | 0.05% | 00.0% | Unchanged |
| D.A. Davidson & Co. | 4,219 | $220.3K | 0.00% | +128+3.1% | Added |
| Sound Stewardship, LLC | 4,226 | $220.6K | 0.15% | 00.0% | Unchanged |
| Kingswood Wealth Advisors, LLC | 4,273 | $223.1K | 0.03% | +4,273 | New |
| Verity Asset Management, Inc. | 4,333 | $226.2K | 0.14% | +223+5.4% | Added |
| Modern Wealth Management, LLC | 4,336 | $226.3K | 0.03% | +4,336 | New |
| Veriti Management LLC | 4,341 | $226.6K | 0.02% | +4,341 | New |
| Beacon Pointe Advisors, LLC | 4,345 | $226.8K | 0.00% | +188+4.5% | Added |
| Walker Asset Management, LLC | 4,362 | $227.7K | 0.16% | +4,362 | New |
| Cornerstone Wealth Management, LLC | 4,420 | $230.7K | 0.02% | −47−1.1% | Reduced |
| Sound View Wealth Advisors Group, LLC | 4,427 | $231.1K | 0.03% | +4,427 | New |
| Dakota Wealth Management | 4,556 | $237.8K | 0.01% | +56+1.2% | Added |
| Integris Wealth Management, LLC | 4,570 | $238.6K | 0.07% | 00.0% | Unchanged |
| We Are One Seven, LLC | 4,572 | $238.7K | 0.01% | +4,572 | New |
| Royal Fund Management, LLC | 4,613 | $240.8K | 0.03% | +20+0.4% | Added |
| NorthRock Partners, LLC | 4,620 | $241.2K | 0.01% | +4,620 | New |
| Syon Capital LLC | 4,622 | $241.3K | 0.02% | +4,622 | New |
| Lincoln National Corp | 4,638 | $242.1K | 0.00% | −1,706−26.9% | Reduced |
| HB Wealth Management, LLC | 4,665 | $243.5K | 0.00% | +4,665 | New |
| Black Diamond Financial, LLC | 4,729 | $246.9K | 0.07% | 00.0% | Unchanged |
| Savant Capital, LLC | 4,732 | $247.0K | 0.00% | +348+7.9% | Added |
| Woodward Diversified Capital, LLC | 4,893 | $255.4K | 0.16% | −11−0.2% | Reduced |
| Advisory Services Network, LLC | 4,898 | $255.7K | 0.01% | −21−0.4% | Reduced |
| Tocqueville Asset Management L.P. | 4,900 | $255.8K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 4,921 | $256.9K | 0.01% | +862+21.2% | Added |
| Aigen Investment Management, LP | 4,937 | $257.7K | 0.05% | −14,351−74.4% | Reduced |
| Evergreen Capital Management LLC | 4,968 | $259.3K | 0.01% | +4,968 | New |
| Corton Capital Inc. | 4,991 | $260.5K | 0.08% | +4,991 | New |
| Central Trust Co | 4,991 | $260.5K | 0.01% | −600−10.7% | Reduced |
| Garner Asset Management Corp | 5,379 | $260.6K | 0.13% | −513−8.7% | Reduced |
| GoalVest Advisory LLC | 5,093 | $265.9K | 0.12% | 00.0% | Unchanged |
| Garrett Investment Advisors LLC | 5,097 | $266.1K | 0.04% | −200−3.8% | Reduced |
| New Century Financial Group, LLC | 5,105 | $266.5K | 0.23% | +5,105 | New |
| TownSquare Capital, LLC | 5,208 | $271.9K | 0.00% | −39−0.7% | Reduced |
| Coldstream Capital Management Inc | 5,210 | $272.0K | 0.01% | +5,210 | New |
| Hudock, Inc. | 5,222 | $272.6K | 0.06% | +3+0.1% | Added |
| Allworth Financial LP | 5,227 | $272.9K | 0.00% | +682+15.0% | Added |
| Raleigh Capital Management Inc. | 5,273 | $275.2K | 0.13% | −258−4.7% | Reduced |
| Virtue Capital Management, LLC | 5,252 | $281.1K | 0.06% | −3,235−38.1% | Reduced |
| Vista Investment Partners LLC | 5,402 | $282.0K | 0.10% | +5,402 | New |
| MainStreet Investment Advisors LLC | 5,469 | $285.5K | 0.03% | +672+14.0% | Added |
| Schulhoff & Co Inc | 5,500 | $287.1K | 0.14% | 00.0% | Unchanged |
| Tokio Marine Asset Management Co Ltd | 5,503 | $287.3K | 0.02% | 00.0% | Unchanged |
| Camelot Portfolios, LLC | 5,541 | $289.2K | 0.17% | +5,541 | New |
| Resources Investment Advisors, LLC. | 5,553 | $289.8K | 0.01% | −28−0.5% | Reduced |
| Westwood Holdings Group Inc. | 5,610 | $293.0K | 0.00% | 00.0% | Unchanged |
| Scientech Research LLC | 5,645 | $294.8K | 0.29% | +5,645 | New |
| B. Metzler seel. Sohn & Co. AG | 5,655 | $295.4K | 0.00% | +5,655 | New |
| Regions Financial Corp | 5,674 | $296.2K | 0.00% | +580+11.4% | Added |
| GWM Advisors LLC | 5,919 | $298.9K | 0.00% | −752−11.3% | Reduced |
| Sequoia Financial Advisors, LLC | 5,752 | $300.2K | 0.00% | +5,752 | New |
| CAPROCK Group, Inc. | 5,774 | $301.4K | 0.02% | +23+0.4% | Added |
| Financial Advisory Service, Inc. | 5,932 | $309.6K | 0.03% | +112+1.9% | Added |
| BKD Wealth Advisors, LLC | 5,990 | $312.7K | 0.01% | 00.0% | Unchanged |
| FJ Investments, LLC | 6,000 | $313.2K | 0.01% | +6,000 | New |
| Intrust Bank NA | 6,008 | $313.6K | 0.04% | +37+0.6% | Added |
| Trust Co | 6,017 | $314.1K | 0.04% | −1,006−14.3% | Reduced |
| Integrated Wealth Concepts LLC | 6,059 | $316.3K | 0.01% | −1,838−23.3% | Reduced |
| Bridgefront Capital, LLC | 6,090 | $317.9K | 0.24% | −2,828−31.7% | Reduced |
| United Capital Financial Advisers, LLC | 6,294 | $328.5K | 0.00% | +6,294 | New |
| Chicago Partners Investment Group LLC | 6,707 | $331.0K | 0.02% | +16+0.2% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 6,343 | $331.0K | 0.00% | 00.0% | Unchanged |
| Green Square Capital Advisors LLC | 6,380 | $333.0K | 0.04% | −23,058−78.3% | Reduced |
| Waterfront Wealth Inc. | 6,441 | $336.2K | 0.10% | 00.0% | Unchanged |
| Brevan Howard Capital Management LP | 6,623 | $345.7K | 0.03% | +6,623 | New |
| Lido Advisors, LLC | 6,627 | $345.9K | 0.00% | +440+7.1% | Added |
| Equitable Holdings, Inc. | 6,666 | $348.0K | 0.00% | −879−11.7% | Reduced |
| Kornitzer Capital Management Inc | 6,669 | $348.1K | 0.01% | +58+0.9% | Added |
| IHT Wealth Management, LLC | 6,768 | $353.3K | 0.02% | +181+2.7% | Added |
| Raymond James Trust N.A. | 6,794 | $354.6K | 0.01% | +100+1.5% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 6,795 | $354.7K | 0.00% | +225+3.4% | Added |
| Petrus Trust Company, LTA | 6,826 | $356.3K | 0.03% | −1,380−16.8% | Reduced |
| KCM Investment Advisors LLC | 6,863 | $358.2K | 0.01% | −107−1.5% | Reduced |
| Gilbert & Cook, Inc. | 7,008 | $365.8K | 0.05% | +317+4.7% | Added |
| Arete Wealth Advisors, LLC | 7,017 | $366.3K | 0.03% | −258−3.5% | Reduced |
| Novak & Powell Financial Services, Inc. | 7,100 | $370.6K | 0.25% | +7,100 | New |
| Prime Capital Investment Advisors, LLC | 7,151 | $373.3K | 0.01% | +7,151 | New |
| FineMark National Bank & Trust | 7,206 | $376.2K | 0.02% | −1,282−15.1% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 7,271 | $379.5K | 0.01% | +20+0.3% | Added |
| Park Avenue Securities LLC | 7,402 | $386.0K | 0.01% | +861+13.2% | Added |
| Metis Global Partners, LLC | 7,434 | $388.1K | 0.02% | −892−10.7% | Reduced |
| Empirical Finance, LLC | 7,480 | $390.5K | 0.03% | −280−3.6% | Reduced |
| Capstone Investment Advisors, LLC | 7,613 | $397.4K | 0.01% | +7,028+1,201.4% | Added |
| Ieq Capital, LLC | 7,637 | $398.7K | 0.01% | +7,637 | New |
| Norinchukin Bank, The | 7,686 | $401.2K | 0.01% | −170−2.2% | Reduced |