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 |
|---|---|---|---|---|---|
| MetLife Investment Management | 55,626 | $2.90M | 0.02% | −1,046−1.8% | Reduced |
| Edgemoor Investment Advisors, Inc. | 58,876 | $3.07M | 0.32% | −1,357−2.3% | Reduced |
| WCG Wealth Advisors LLC | 59,834 | $3.12M | 0.23% | +1,763+3.0% | Added |
| American International Group, Inc. | 60,180 | $3.14M | 0.01% | −541−0.9% | Reduced |
| Cerity Partners LLC | 60,319 | $3.15M | 0.01% | −17,136−22.1% | Reduced |
| Hantz Financial Services, Inc. | 60,416 | $3.15M | 0.07% | −4,413−6.8% | Reduced |
| Point72 Asia (Singapore) Pte. Ltd. | 60,669 | $3.17M | 0.77% | +60,669 | New |
| Commonwealth Equity Services, LLC | 61,644 | $3.22M | 0.01% | −1,569−2.5% | Reduced |
| MML Investors Services, LLC | 62,490 | $3.26M | 0.02% | +6,511+11.6% | Added |
| Sagefield Capital LP | 63,036 | $3.29M | 0.43% | −17,518−21.7% | Reduced |
| Agf Management Ltd | 63,053 | $3.29M | 0.02% | −12,855−16.9% | Reduced |
| Arizona State Retirement System | 63,131 | $3.30M | 0.03% | +470+0.8% | Added |
| HighTower Advisors, LLC | 63,858 | $3.34M | 0.01% | −720−1.1% | Reduced |
| Kempner Capital Management Inc. | 64,070 | $3.34M | 1.87% | +64,070 | New |
| Raymond James & Associates | 65,974 | $3.44M | 0.00% | +4,655+7.6% | Added |
| State of Michigan Retirement System | 71,181 | $3.72M | 0.02% | −1,200−1.7% | Reduced |
| Nisa Investment Advisors, LLC | 72,815 | $3.80M | 0.03% | −3,117−4.1% | Reduced |
| Financial Counselors Inc | 72,954 | $3.81M | 0.07% | −1,468−2.0% | Reduced |
| IFM Investors Pty Ltd | 73,111 | $3.82M | 0.05% | +206+0.3% | Added |
| Nomura Asset Management Co Ltd | 73,563 | $3.84M | 0.02% | +6,064+9.0% | Added |
| Wexford Capital LP | 76,233 | $3.98M | 0.85% | +66,233+662.3% | Added |
| Standard Life Aberdeen plc | 76,481 | $3.99M | 0.01% | +10,297+15.6% | Added |
| Trexquant Investment LP | 77,011 | $4.02M | 0.09% | +17,909+30.3% | Added |
| Magnetar Financial LLC | 77,140 | $4.03M | 0.10% | +4,625+6.4% | Added |
| Raymond James Financial Services Advisors, Inc. | 78,852 | $4.12M | 0.01% | +18,555+30.8% | Added |
| Van Eck Associates Corp | 79,181 | $4.13M | 0.01% | +27,088+52.0% | Added |
| Holocene Advisors, LP | 80,686 | $4.21M | 0.02% | +24,660+44.0% | Added |
| Point72 Middle East FZE | 81,299 | $4.24M | 0.29% | +43,605+115.7% | Added |
| Ledyard National Bank | 81,988 | $4.28M | 0.44% | −7,680−8.6% | Reduced |
| State of Alaska, Department of Revenue | 84,822 | $4.43M | 0.05% | −1,995−2.3% | Reduced |
| Stifel Financial Corp | 84,877 | $4.43M | 0.01% | +15,560+22.4% | Added |
| Harvest Portfolios Group Inc. | 85,363 | $4.46M | 0.19% | +10,116+13.4% | Added |
| Asset Management One Co.,Ltd. | 86,732 | $4.53M | 0.02% | −68,572−44.2% | Reduced |
| TCG Advisory Services, LLC | 88,141 | $4.60M | 0.32% | +88,141 | New |
| Truist Financial Corp | 88,456 | $4.62M | 0.01% | −42,061−32.2% | Reduced |
| Bridgecreek Investment Management, LLC | 89,375 | $4.67M | 0.90% | +8,625+10.7% | Added |
| Natixis Advisors, L.P. | 90,034 | $4.70M | 0.01% | +17,788+24.6% | Added |
| Meritage Portfolio Management | 90,844 | $4.74M | 0.31% | +45,232+99.2% | Added |
| Swiss Life Asset Management Ltd | 91,401 | $4.78M | 0.06% | −83,558−47.8% | Reduced |
| Mirabella Financial Services LLP | 93,776 | $4.90M | 0.70% | +74,066+375.8% | Added |
| Allspring Global Investments Holdings, LLC | 94,247 | $4.92M | 0.01% | −162,637−63.3% | Reduced |
| Engineers Gate Manager LP | 97,407 | $5.08M | 0.15% | +15,235+18.5% | Added |
| Advocate Group LLC | 97,444 | $5.09M | 1.09% | +9,784+11.2% | Added |
| Oppenheimer & Co Inc | 97,521 | $5.09M | 0.09% | −1,737−1.7% | Reduced |
| USS Investment Management Ltd | 97,757 | $5.10M | 0.05% | 00.0% | Unchanged |
| Capital Fund Management S.A. | 98,652 | $5.15M | 0.07% | +65,418+196.8% | Added |
| Creative Planning | 98,790 | $5.16M | 0.01% | −9,026−8.4% | Reduced |
| Ontario Teachers Pension Plan Board | 99,409 | $5.19M | 0.05% | −17,452−14.9% | Reduced |
| Advisor Group Holdings, Inc. | 102,350 | $5.35M | 0.01% | +9,571+10.3% | Added |
| Great West Life Assurance Co | 104,723 | $5.44M | 0.01% | +622+0.6% | Added |
| Public Employees Retirement System of Ohio | 106,861 | $5.58M | 0.02% | +6,439+6.4% | Added |
| Gotham Asset Management, LLC | 107,105 | $5.59M | 0.10% | +101,430+1,787.3% | Added |
| Mutual of America Capital Management LLC | 108,643 | $5.67M | 0.07% | +15,142+16.2% | Added |
| LPL Financial LLC | 110,231 | $5.75M | 0.00% | +32,163+41.2% | Added |
| Decade Renewable Partners LP | 111,990 | $5.85M | 3.36% | +111,990 | New |
| D. E. Shaw & Co., Inc. | 112,065 | $5.85M | 0.01% | −71,130−38.8% | Reduced |
| Moneta Group Investment Advisors LLC | 113,524 | $5.93M | 0.12% | −991−0.9% | Reduced |
| WSFS Capital Management, LLC | 115,282 | $6.02M | 0.38% | −33,953−22.8% | Reduced |
| Treasurer of the State of North Carolina | 118,001 | $6.16M | 0.03% | −7,113−5.7% | Reduced |
| Mackenzie Financial Corp | 120,245 | $6.28M | 0.01% | −109,727−47.7% | Reduced |
| Neuberger Berman Group LLC | 122,036 | $6.37M | 0.01% | −181,411−59.8% | Reduced |
| State of New Jersey Common Pension Fund D | 122,755 | $6.41M | 0.02% | 00.0% | Unchanged |
| Jefferies Financial Group Inc. | 122,910 | $6.42M | 0.10% | +122,910 | New |
| Old Mission Capital LLC | 123,492 | $6.45M | 0.18% | +123,492 | New |
| Silvercrest Asset Management Group LLC | 124,432 | $6.50M | 0.05% | 00.0% | Unchanged |
| State of Wisconsin Investment Board | 125,650 | $6.56M | 0.02% | −38,064−23.3% | Reduced |
| First Manhattan Co | 126,535 | $6.61M | 0.02% | −21,470−14.5% | Reduced |
| BTG Pactual Global Asset Management Ltd | 127,113 | $6.64M | 3.96% | +101,966+405.5% | Added |
| Chevy Chase Trust Holdings, Inc. | 128,574 | $6.71M | 0.02% | −793−0.6% | Reduced |
| Toronto Dominion Bank | 129,060 | $6.74M | 0.01% | +17,484+15.7% | Added |
| Schaper Benz & Wise Investment Counsel Inc | 129,716 | $6.77M | 0.61% | +18,562+16.7% | Added |
| Wells Fargo & Company | 136,694 | $7.14M | 0.00% | −30,943−18.5% | Reduced |
| Summit Global Investments | 147,202 | $7.68M | 0.50% | +147,202 | New |
| New York State Common Retirement Fund | 148,909 | $7.77M | 0.01% | −14,067−8.6% | Reduced |
| TD Asset Management Inc | 153,877 | $8.03M | 0.01% | −15,369−9.1% | Reduced |
| Leeward Investments, LLC - MA | 164,810 | $8.60M | 0.40% | −4,446−2.6% | Reduced |
| Oppenheimer Asset Management Inc. | 164,999 | $8.61M | 0.12% | +36,767+28.7% | Added |
| M&T Bank Corp | 166,537 | $8.69M | 0.03% | +1,605+1.0% | Added |
| Ensign Peak Advisors, Inc | 168,961 | $8.82M | 0.02% | +34,547+25.7% | Added |
| Schonfeld Strategic Advisors LLC | 171,815 | $8.97M | 0.07% | +143,288+502.3% | Added |
| Sonora Investment Management Group, LLC | 171,847 | $8.97M | 0.73% | +4,647+2.8% | Added |
| PointState Capital LP | 175,461 | $9.16M | 0.33% | −10,968−5.9% | Reduced |
| Martingale Asset Management L P | 177,670 | $9.27M | 0.19% | −272,761−60.6% | Reduced |
| CIBC World Markets Corp | 179,564 | $9.37M | 0.05% | +166,886+1,316.3% | Added |
| Aventail Capital Group, LP | 180,000 | $9.40M | 0.80% | +180,000 | New |
| Greenland Capital Management LP | 186,312 | $9.73M | 1.50% | +161,562+652.8% | Added |
| Macquarie Group Ltd | 187,509 | $9.79M | 0.01% | +11,521+6.5% | Added |
| Canada Pension Plan Investment Board | 188,100 | $9.82M | 0.01% | +58,800+45.5% | Added |
| Gateway Investment Advisers LLC | 197,337 | $10.3M | 0.12% | +55,951+39.6% | Added |
| Worldquant Millennium Advisors LLC | 202,268 | $10.6M | 0.15% | −44,006−17.9% | Reduced |
| Prudential Financial Inc | 205,892 | $10.7M | 0.02% | −31,322−13.2% | Reduced |
| Russell Investments Group, Ltd. | 206,180 | $10.8M | 0.02% | −55,162−21.1% | Reduced |
| Exencial Wealth Advisors, LLC | 209,089 | $10.9M | 0.45% | −5,003−2.3% | Reduced |
| Illinois Municipal Retirement Fund | 214,411 | $11.2M | 0.19% | +7,093+3.4% | Added |
| HRT Financial LP | 221,715 | $11.6M | 0.08% | +202,202+1,036.2% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 218,092 | $11.7M | 0.02% | +920+0.4% | Added |
| Cullen/Frost Bankers, Inc. | 230,832 | $12.0M | 0.19% | +13,759+6.3% | Added |
| GW Henssler & Associates Ltd | 242,042 | $12.6M | 0.83% | −71,970−22.9% | Reduced |
| Yaupon Capital Management LP | 242,741 | $12.7M | 1.37% | −5,934−2.4% | Reduced |
| Wellington Management Group LLP | 249,422 | $13.0M | 0.00% | +28,392+12.8% | Added |