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 |
|---|---|---|---|---|---|
| Naples Global Advisors, LLC | 7,772 | $405.7K | 0.04% | −175−2.2% | Reduced |
| Wade G W & Inc | 7,775 | $406.0K | 0.01% | −549−6.6% | Reduced |
| Credit Agricole S A | 7,778 | $406.0K | 0.01% | +4,102+111.6% | Added |
| Keybank National Association | 7,861 | $410.3K | 0.00% | +801+11.3% | Added |
| D.B. Root & Company, LLC | 7,921 | $413.5K | 0.15% | +2,120+36.5% | Added |
| Nicolet Bankshares Inc | 8,000 | $417.6K | 0.11% | 00.0% | Unchanged |
| Transcend Wealth Collective, LLC | 8,000 | $417.6K | 0.04% | +8,000 | New |
| Parallel Advisors, LLC | 8,014 | $418.3K | 0.01% | +2,908+57.0% | Added |
| HighPoint Advisor Group LLC | 8,160 | $420.0K | 0.03% | +8,160 | New |
| Jeppson Wealth Management, LLC | 8,108 | $423.2K | 0.18% | −1,227−13.1% | Reduced |
| La Banque Postale Asset Management SA | 8,118 | $423.8K | 0.01% | −19,057−70.1% | Reduced |
| Johnson Investment Counsel Inc | 8,118 | $423.8K | 0.00% | +1,649+25.5% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 8,184 | $427.2K | 0.03% | +63+0.8% | Added |
| Pinebridge Investments, L.P. | 8,573 | $447.5K | 0.00% | −804,642−98.9% | Reduced |
| Synovus Financial Corp | 8,653 | $451.7K | 0.01% | −31−0.4% | Reduced |
| Trust Co of Kansas | 8,759 | $457.0K | 0.25% | −400−4.4% | Reduced |
| Change Path, LLC | 8,770 | $458.0K | 0.03% | +443+5.3% | Added |
| Iams Wealth Management, LLC | 8,782 | $458.4K | 0.30% | −208−2.3% | Reduced |
| Virtu Financial LLC | 8,791 | $459.0K | 0.04% | +8,791 | New |
| Trust Point Inc. | 8,856 | $462.3K | 0.04% | +8,856 | New |
| Moody National Bank Trust Division | 8,900 | $464.6K | 0.04% | −8,195−47.9% | Reduced |
| Fairview Capital Investment Management, LLC | 9,000 | $469.8K | 0.03% | 00.0% | Unchanged |
| Smith, Moore & Co. | 9,033 | $471.5K | 0.06% | +259+3.0% | Added |
| Krane Funds Advisors LLC | 9,081 | $474.0K | 0.02% | −69−0.8% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 9,156 | $477.9K | 0.02% | +40+0.4% | Added |
| Profund Advisors LLC | 9,285 | $484.7K | 0.02% | −239−2.5% | Reduced |
| Metropolitan Life Insurance Co | 9,350 | $488.1K | 0.02% | −153−1.6% | Reduced |
| Wealthfront Advisers LLC | 9,367 | $489.0K | 0.00% | +2,649+39.4% | Added |
| IFP Advisors, Inc | 9,545 | $498.3K | 0.02% | −19,514−67.2% | Reduced |
| Qtron Investments LLC | 9,601 | $501.2K | 0.08% | 00.0% | Unchanged |
| Cetera Advisors LLC | 9,678 | $505.2K | 0.01% | +4,378+82.6% | Added |
| Mattern Wealth Management LLC | 9,710 | $506.8K | 0.13% | −483−4.7% | Reduced |
| ClearAlpha Technologies LP | 9,732 | $508.0K | 0.19% | +9,732 | New |
| Nordea Investment Management AB | 9,803 | $510.5K | 0.00% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 9,872 | $515.3K | 0.10% | +3,886+64.9% | Added |
| Sawtooth Solutions, LLC | 9,997 | $521.9K | 0.01% | +553+5.9% | Added |
| Centiva Capital, LP | 10,000 | $522.0K | 0.03% | −6,995−41.2% | Reduced |
| Bleakley Financial Group, LLC | 10,012 | $522.6K | 0.02% | +568+6.0% | Added |
| Blair William & Co | 10,128 | $528.7K | 0.00% | −526−4.9% | Reduced |
| Los Angeles Capital Management LLC | 10,163 | $530.5K | 0.00% | +10,163 | New |
| Crossmark Global Holdings, Inc. | 10,380 | $542.0K | 0.01% | −26−0.2% | Reduced |
| Oak Thistle LLC | 10,421 | $544.0K | 0.16% | −31,850−75.3% | Reduced |
| Exchange Traded Concepts, LLC | 10,457 | $545.9K | 0.01% | 00.0% | Unchanged |
| Cypress Capital Group | 10,509 | $548.6K | 0.07% | +1,747+19.9% | Added |
| Concurrent Investment Advisors, LLC | 10,514 | $548.8K | 0.03% | +10,514 | New |
| Teacher Retirement System of Texas | 10,559 | $551.0K | 0.00% | −48,766−82.2% | Reduced |
| Moors & Cabot, Inc. | 10,561 | $551.3K | 0.03% | +5,621+113.8% | Added |
| Proequities, Inc. | 10,829 | $565.3K | 0.04% | +2,049+23.3% | Added |
| Atria Wealth Solutions, Inc. | 10,889 | $568.4K | 0.01% | +6,234+133.9% | Added |
| Duality Advisers, LP | 10,981 | $573.2K | 0.06% | −66,513−85.8% | Reduced |
| LaFleur & Godfrey LLC | 11,185 | $583.9K | 0.09% | +2,570+29.8% | Added |
| Quest Partners LLC | 11,278 | $588.7K | 0.13% | +11,278 | New |
| Midwest Financial Group LLC | 11,590 | $605.0K | 0.45% | −665−5.4% | Reduced |
| Amica Mutual Insurance Co | 11,632 | $607.0K | 0.07% | −67,994−85.4% | Reduced |
| New Mexico Educational Retirement Board | 11,950 | $624.0K | 0.02% | 00.0% | Unchanged |
| Credential Qtrade Securities Inc. | 11,982 | $625.5K | 0.04% | +3,319+38.3% | Added |
| Janney Montgomery Scott LLC | 12,235 | $639.0K | 0.00% | −413−3.3% | Reduced |
| KBC Group NV | 12,275 | $641.0K | 0.00% | 00.0% | Unchanged |
| Lion Street Advisors, LLC | 12,489 | $651.9K | 0.27% | −1,173−8.6% | Reduced |
| CoreFirst Bank & Trust | 12,665 | $661.1K | 0.44% | +716+6.0% | Added |
| Hennion & Walsh Asset Management, Inc. | 13,285 | $693.5K | 0.04% | +198+1.5% | Added |
| Louisiana State Employees Retirement System | 13,900 | $725.6K | 0.02% | −300−2.1% | Reduced |
| Pathstone Holdings, LLC | 14,157 | $746.5K | 0.00% | +14,157 | New |
| Private Advisor Group, LLC | 14,316 | $747.3K | 0.01% | −2,788−16.3% | Reduced |
| Edmonds Duncan Registered Investment Advisors, LLC | 14,359 | $749.5K | 0.19% | 00.0% | Unchanged |
| Securian Asset Management, Inc | 14,514 | $757.6K | 0.02% | −1,924−11.7% | Reduced |
| Rockland Trust Co | 14,727 | $768.7K | 0.04% | +14,727 | New |
| Wealth Enhancement Advisory Services, LLC | 14,745 | $769.7K | 0.00% | +2,308+18.6% | Added |
| Northwestern Mutual Wealth Management Co | 14,992 | $782.6K | 0.00% | −5,609−27.2% | Reduced |
| Paradigm Asset Management Co LLC | 15,100 | $788.2K | 0.21% | −500−3.2% | Reduced |
| Pacer Advisors, Inc. | 15,208 | $793.9K | 0.00% | −7,161−32.0% | Reduced |
| Hartford Investment Management Co | 15,472 | $807.6K | 0.03% | −161−1.0% | Reduced |
| Huber Capital Management LLC | 15,700 | $819.5K | 0.21% | −20,500−56.6% | Reduced |
| Robeco Institutional Asset Management B.V. | 15,775 | $823.5K | 0.00% | −22,138−58.4% | Reduced |
| Albion Financial Group | 16,070 | $838.9K | 0.07% | 00.0% | Unchanged |
| Entropy Technologies, LP | 16,074 | $839.1K | 0.16% | +16,074 | New |
| J.W. Cole Advisors, Inc. | 16,222 | $846.8K | 0.05% | +497+3.2% | Added |
| Ci Investments Inc. | 16,232 | $847.0K | 0.00% | −5,255−24.5% | Reduced |
| Cresset Asset Management, LLC | 16,308 | $851.3K | 0.01% | +6,978+74.8% | Added |
| SeaCrest Wealth Management, LLC | 15,881 | $852.8K | 0.11% | +70.0% | Added |
| Miller Howard Investments Inc | 16,438 | $858.1K | 0.03% | −62,608−79.2% | Reduced |
| Intech Investment Management LLC | 16,623 | $867.7K | 0.01% | −29,944−64.3% | Reduced |
| Schnieders Capital Management LLC | 16,723 | $872.9K | 0.19% | +16,723 | New |
| Cetera Advisor Networks LLC | 16,811 | $877.5K | 0.00% | +3,097+22.6% | Added |
| Maryland State Retirement & Pension System | 17,360 | $906.2K | 0.02% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 17,578 | $917.6K | 0.01% | +2,414+15.9% | Added |
| Fifth Lane Capital, LP | 17,694 | $923.6K | 1.09% | +17,694 | New |
| Eqis Capital Management, Inc. | 18,272 | $953.8K | 0.08% | −3,825−17.3% | Reduced |
| Kentucky Retirement Systems | 18,380 | $959.4K | 0.03% | +192+1.1% | Added |
| Wealthspire Advisors, LLC | 18,817 | $982.2K | 0.01% | +18,817 | New |
| Gulf International Bank (UK) Ltd | 19,141 | $999.0K | 0.03% | −2,412−11.2% | Reduced |
| SG Americas Securities, LLC | 19,263 | $1.01M | 0.01% | +3,482+22.1% | Added |
| Fifth Third Bancorp | 19,388 | $1.01M | 0.00% | +14,045+262.9% | Added |
| Assetmark, Inc | 19,551 | $1.02M | 0.00% | +2,676+15.9% | Added |
| Brookmont Capital Management | 19,640 | $1.03M | 0.57% | −58−0.3% | Reduced |
| Teachers Retirement System of the State of Kentucky | 19,744 | $1.03M | 0.01% | −907−4.4% | Reduced |
| Adamsbrown Wealth Consultants LLC | 19,759 | $1.03M | 0.45% | −64−0.3% | Reduced |
| Prospera Financial Services Inc | 19,888 | $1.04M | 0.03% | +816+4.3% | Added |
| Pearl River Capital, LLC | 19,935 | $1.04M | 0.17% | +5,094+34.3% | Added |
| Brookstone Capital Management | 20,246 | $1.06M | 0.02% | +2,943+17.0% | Added |