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 |
|---|---|---|---|---|---|
| Financial Partners Group, Inc | 20,389 | $1.06M | 0.19% | +25+0.1% | Added |
| Envestnet Portfolio Solutions, Inc. | 20,484 | $1.07M | 0.00% | +4,575+28.8% | Added |
| Daiwa Securities Group Inc. | 20,728 | $1.08M | 0.01% | −6,737−24.5% | Reduced |
| Quantinno Capital Management LP | 20,762 | $1.08M | 0.04% | +12,412+148.6% | Added |
| Pathway Financial Advisers, LLC | 21,039 | $1.10M | 0.42% | +2,435+13.1% | Added |
| CTC Alternative Strategies, Ltd. | 21,468 | $1.12M | 2.33% | +21,468 | New |
| Pensionfund Sabic | 22,000 | $1.15M | 0.36% | 00.0% | Unchanged |
| Retirement Planning Group | 22,036 | $1.15M | 0.10% | −196−0.9% | Reduced |
| Baird Financial Group, Inc. | 22,048 | $1.15M | 0.00% | −1,037−4.5% | Reduced |
| Advisors Asset Management, Inc. | 22,468 | $1.17M | 0.02% | −681−2.9% | Reduced |
| JustInvest LLC | 23,110 | $1.21M | 0.03% | +6,593+39.9% | Added |
| National Pension Service | 23,414 | $1.22M | 0.00% | 00.0% | Unchanged |
| Intrua Financial, LLC | 23,743 | $1.24M | 0.19% | −1,474−5.8% | Reduced |
| Bokf, NA | 24,187 | $1.26M | 0.02% | −4,902−16.9% | Reduced |
| Glenmede Trust Co NA | 24,194 | $1.26M | 0.01% | −3,807−13.6% | Reduced |
| Prudential PLC | 24,204 | $1.26M | 0.01% | −723−2.9% | Reduced |
| Nomura Holdings Inc | 24,294 | $1.27M | 0.01% | +24,294 | New |
| Dynamic Advisor Solutions LLC | 23,806 | $1.28M | 0.05% | +9,170+62.7% | Added |
| LMCG Investments, LLC | 24,605 | $1.28M | 0.08% | 00.0% | Unchanged |
| Financial Engines Advisors L.L.C. | 25,206 | $1.32M | 0.00% | +25,206 | New |
| Rafferty Asset Management, LLC | 25,626 | $1.34M | 0.01% | +2,212+9.4% | Added |
| Vestcor Inc | 25,783 | $1.35M | 0.05% | −56−0.2% | Reduced |
| Nissay Asset Management Corp | 26,138 | $1.36M | 0.01% | +1,286+5.2% | Added |
| British Columbia Investment Management Corp | 26,432 | $1.38M | 0.01% | +5,658+27.2% | Added |
| Public Sector Pension Investment Board | 26,985 | $1.41M | 0.01% | −26,396−49.4% | Reduced |
| Public Employees Retirement Association of Colorado | 27,038 | $1.41M | 0.01% | −470−1.7% | Reduced |
| Cipher Capital LP | 28,251 | $1.47M | 0.48% | +28,251 | New |
| Xponance, Inc. | 28,724 | $1.50M | 0.02% | −2,429−7.8% | Reduced |
| Bayesian Capital Management, LP | 28,900 | $1.51M | 0.16% | +28,900 | New |
| Walleye Trading LLC | 29,637 | $1.55M | 0.02% | +29,637 | New |
| CWM Advisors, LLC | 30,332 | $1.58M | 0.17% | +1,214+4.2% | Added |
| 1832 Asset Management L.P. | 30,638 | $1.60M | 0.00% | +281+0.9% | Added |
| Cetera Investment Advisers | 31,000 | $1.62M | 0.01% | +13,228+74.4% | Added |
| STRS Ohio | 31,107 | $1.62M | 0.01% | −1,593−4.9% | Reduced |
| Umb Bank N A | 31,139 | $1.63M | 0.02% | −1,385−4.3% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 31,278 | $1.63M | 0.03% | +7,728+32.8% | Added |
| Shell Asset Management Co | 31,453 | $1.64M | 0.08% | −7,677−19.6% | Reduced |
| Occudo Quantitative Strategies LP | 32,152 | $1.68M | 0.23% | −11,761−26.8% | Reduced |
| New York Life Investment Management LLC | 32,410 | $1.69M | 0.02% | −244−0.7% | Reduced |
| Commerce Bank | 32,859 | $1.72M | 0.01% | −1,737−5.0% | Reduced |
| WealthTrust Axiom LLC | 33,147 | $1.73M | 0.58% | −197−0.6% | Reduced |
| Schroder Investment Management Group | 33,643 | $1.76M | 0.00% | −15,200−31.1% | Reduced |
| Yousif Capital Management, LLC | 34,283 | $1.79M | 0.02% | −16,203−32.1% | Reduced |
| Conning Inc. | 34,345 | $1.79M | 0.06% | +553+1.6% | Added |
| Janus Henderson Group PLC | 34,471 | $1.80M | 0.00% | −180−0.5% | Reduced |
| Arrowstreet Capital, Limited Partnership | 34,493 | $1.80M | 0.00% | +28,343+460.9% | Added |
| Atom Investors LP | 34,534 | $1.80M | 0.32% | +14,984+76.6% | Added |
| State of Tennessee, Treasury Department | 34,816 | $1.82M | 0.01% | −92,975−72.8% | Reduced |
| The PNC Financial Services Group, Inc. | 34,894 | $1.82M | 0.00% | +13,493+63.0% | Added |
| Qsemble Capital Management, LP | 34,946 | $1.82M | 0.46% | −50,854−59.3% | Reduced |
| Investment Management Corp of Ontario | 35,242 | $1.84M | 0.04% | +15,838+81.6% | Added |
| Quadrature Capital Ltd | 35,414 | $1.85M | 0.03% | +26,300+288.6% | Added |
| Clearbridge Investments, LLC | 35,639 | $1.86M | 0.00% | −4,568−11.4% | Reduced |
| AE Wealth Management LLC | 37,489 | $1.87M | 0.01% | +4,160+12.5% | Added |
| Stoneridge Investment Partners LLC | 35,778 | $1.87M | 0.79% | +35,778 | New |
| CI Private Wealth, LLC | 35,802 | $1.87M | 0.00% | +1,408+4.1% | Added |
| ProShare Advisors LLC | 36,395 | $1.90M | 0.01% | −2,912−7.4% | Reduced |
| Bailard, Inc. | 36,886 | $1.93M | 0.06% | −1,018−2.7% | Reduced |
| Redwood Investment Management, LLC | 37,258 | $1.95M | 0.18% | +2,503+7.2% | Added |
| CIBC Asset Management Inc | 37,535 | $1.96M | 0.01% | −1,859−4.7% | Reduced |
| Aware Super Pty Ltd as trustee of Aware Super | 27,163 | $1.97M | 0.03% | +27,163 | New |
| Keeley-Teton Advisors, LLC | 37,740 | $1.97M | 0.25% | −2,490−6.2% | Reduced |
| Twin Capital Management Inc | 37,955 | $1.98M | 0.26% | −844−2.2% | Reduced |
| First PREMIER Bank | 38,045 | $1.99M | 0.56% | 00.0% | Unchanged |
| Utah Retirement Systems | 38,427 | $2.01M | 0.03% | +200+0.5% | Added |
| DekaBank Deutsche Girozentrale | 38,534 | $2.01M | 0.00% | +438+1.1% | Added |
| Aquatic Capital Management LLC | 39,100 | $2.04M | 0.05% | −51,800−57.0% | Reduced |
| Jump Financial, LLC | 39,147 | $2.04M | 0.07% | +4,680+13.6% | Added |
| US Bancorp | 39,240 | $2.05M | 0.00% | +912+2.4% | Added |
| HITE Hedge Asset Management LLC | 39,671 | $2.07M | 0.22% | −463,750−92.1% | Reduced |
| Headlands Technologies LLC | 40,009 | $2.09M | 0.62% | +27,016+207.9% | Added |
| Czech National Bank | 40,234 | $2.10M | 0.03% | +87+0.2% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 41,076 | $2.14M | 0.03% | +18,910+85.3% | Added |
| Oregon Public Employees Retirement Fund | 41,523 | $2.17M | 0.04% | −21,260−33.9% | Reduced |
| Edgestream Partners, L.P. | 41,784 | $2.18M | 0.16% | +18,222+77.3% | Added |
| Point72 Hong Kong Ltd | 42,488 | $2.22M | 0.14% | +42,488 | New |
| Natixis | 43,725 | $2.28M | 0.02% | +43,725 | New |
| QRG Capital Management, Inc. | 44,380 | $2.32M | 0.03% | −1,905−4.1% | Reduced |
| Mercer Global Advisors Inc | 44,588 | $2.33M | 0.01% | −1,377−3.0% | Reduced |
| Mariner, LLC | 44,656 | $2.33M | 0.01% | +3,587+8.7% | Added |
| Verition Fund Management LLC | 44,751 | $2.34M | 0.02% | +21,990+96.6% | Added |
| Soltis Investment Advisors LLC | 46,140 | $2.41M | 0.27% | +46,140 | New |
| Texas Permanent School Fund | 46,305 | $2.42M | 0.02% | −60−0.1% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 46,821 | $2.44M | 0.00% | +432+0.9% | Added |
| Cambridge Investment Research Advisors, Inc. | 47,001 | $2.45M | 0.01% | −4,315−8.4% | Reduced |
| Tower Research Capital LLC (TRC) | 47,639 | $2.49M | 0.03% | +35,020+277.5% | Added |
| Icon Advisers Inc | 48,400 | $2.53M | 0.58% | −11,200−18.8% | Reduced |
| Westpac Banking Corp | 48,590 | $2.54M | 0.21% | −2,969−5.8% | Reduced |
| Brinker Capital Investments, LLC | 47,058 | $2.54M | 0.03% | −5,571−10.6% | Reduced |
| Orion Portfolio Solutions, LLC | 47,058 | $2.54M | 0.03% | −5,571−10.6% | Reduced |
| Axq Capital, LP | 49,400 | $2.58M | 0.69% | +49,400 | New |
| Retirement Systems of Alabama | 50,629 | $2.64M | 0.01% | −1,307−2.5% | Reduced |
| Morton Community Bank | 51,539 | $2.69M | 0.88% | +51,539 | New |
| Trilogy Capital Inc. | 51,899 | $2.71M | 0.17% | +1,878+3.8% | Added |
| Comerica Bank | 52,906 | $2.76M | 0.01% | −8,952−14.5% | Reduced |
| Community Bank of Raymore | 52,979 | $2.77M | 1.22% | +1,028+2.0% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 54,288 | $2.83M | 0.01% | +5,407+11.1% | Added |
| FORA Capital, LLC | 54,487 | $2.84M | 0.24% | +35,601+188.5% | Added |
| Amalgamated Bank | 54,640 | $2.85M | 0.02% | −4,593−7.8% | Reduced |
| Pictet Asset Management Holding SA | 55,257 | $2.88M | 0.00% | −2,048,873−97.4% | Reduced |