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 |
|---|---|---|---|---|---|
| Zimmer Partners, LP | 263,951 | $13.8M | 0.50% | −2,379,211−90.0% | Reduced |
| Voya Investment Management LLC | 269,086 | $14.0M | 0.01% | +41,864+18.4% | Added |
| Twinbeech Capital LP | 272,382 | $14.2M | 0.23% | +212,158+352.3% | Added |
| Crawford Investment Counsel Inc | 274,805 | $14.3M | 0.29% | −2,937−1.1% | Reduced |
| Wedge Capital Management L L P | 278,375 | $14.5M | 0.26% | −10,569−3.7% | Reduced |
| Principal Financial Group Inc | 279,513 | $14.6M | 0.01% | −4,093−1.4% | Reduced |
| SEI Investments Co | 282,004 | $14.7M | 0.02% | −97,258−25.6% | Reduced |
| State Board of Administration of Florida Retirement System | 284,470 | $14.8M | 0.03% | −7,157−2.5% | Reduced |
| National Bank of Canada | 280,087 | $15.0M | 0.03% | +192,564+220.0% | Added |
| New York State Teachers Retirement System | 303,670 | $15.9M | 0.04% | −10,031−3.2% | Reduced |
| Squarepoint Ops LLC | 306,403 | $16.0M | 0.07% | +56,302+22.5% | Added |
| CWM, LLC | 310,030 | $16.2M | 0.09% | −27,019−8.0% | Reduced |
| California State Teachers Retirement System | 320,700 | $16.7M | 0.02% | −10,375−3.1% | Reduced |
| Cubist Systematic Strategies, LLC | 336,111 | $17.5M | 0.22% | −129,958−27.9% | Reduced |
| Gamco Investors, Inc. Et Al | 338,784 | $17.7M | 0.19% | −10,740−3.1% | Reduced |
| ING Groep NV | 342,049 | $17.9M | 0.14% | +313,212+1,086.1% | Added |
| Credit Suisse AG | 361,476 | $18.9M | 0.02% | −199,161−35.5% | Reduced |
| Royal Bank of Canada | 364,771 | $19.0M | 0.00% | +17,508+5.0% | Added |
| Korea Investment CORP | 367,441 | $19.2M | 0.05% | +292,750+391.9% | Added |
| Alliancebernstein L.P. | 376,135 | $19.6M | 0.01% | +64,551+20.7% | Added |
| Teilinger Capital Ltd. | 386,050 | $20.2M | 12.01% | +386,050 | New |
| LSV Asset Management | 387,000 | $20.2M | 0.04% | −110,400−22.2% | Reduced |
| Rhumbline Advisers | 389,329 | $20.3M | 0.02% | −1,742−0.4% | Reduced |
| Tudor Investment Corp Et Al | 397,879 | $20.8M | 0.29% | +397,879 | New |
| Healthcare of Ontario Pension Plan Trust Fund | 400,000 | $20.9M | 0.07% | +400,000 | New |
| Bank of Nova Scotia | 416,450 | $21.8M | 0.04% | +207,021+98.9% | Added |
| Eagle Asset Management Inc | 417,065 | $21.8M | 0.12% | −7,676−1.8% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 420,187 | $21.9M | 0.16% | +6,823+1.7% | Added |
| Panagora Asset Management Inc | 433,097 | $22.6M | 0.13% | −62,854−12.7% | Reduced |
| Scout Investments, Inc. | 434,007 | $22.7M | 0.57% | −113,764−20.8% | Reduced |
| Alps Advisors Inc | 435,073 | $22.7M | 0.18% | +426,224+4,816.6% | Added |
| Guggenheim Capital LLC | 491,458 | $25.7M | 0.19% | +43,981+9.8% | Added |
| Captrust Financial Advisors | 493,203 | $25.7M | 0.09% | −100,654−16.9% | Reduced |
| Deutsche Bank AG | 525,073 | $27.4M | 0.01% | +16,946+3.3% | Added |
| Bank of America Corp | 535,237 | $27.9M | 0.00% | +16,282+3.1% | Added |
| Jane Street Group, LLC | 537,576 | $28.1M | 0.03% | +430,659+402.8% | Added |
| Hudson Bay Capital Management LP | 551,084 | $28.8M | 0.25% | +417,308+311.9% | Added |
| Susquehanna International Group, LLP | 565,909 | $29.5M | 0.05% | +300,202+113.0% | Added |
| Cohen & Steers, Inc. | 566,779 | $29.6M | 0.06% | −1,391,570−71.1% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 567,708 | $29.6M | 0.02% | −2,697−0.5% | Reduced |
| Zacks Investment Management | 570,118 | $29.8M | 0.37% | −58,801−9.3% | Reduced |
| Renaissance Technologies LLC | 576,602 | $30.1M | 0.05% | +274,400+90.8% | Added |
| RNC Capital Management LLC | 586,133 | $30.6M | 1.83% | +46,437+8.6% | Added |
| Envestnet Asset Management Inc | 604,302 | $31.5M | 0.01% | −56,787−8.6% | Reduced |
| Vaughan David Investments LLC | 611,868 | $31.9M | 0.87% | +445+0.1% | Added |
| AQR Capital Management LLC | 636,281 | $33.0M | 0.06% | −31,007−4.6% | Reduced |
| Nuveen Asset Management, LLC | 647,295 | $33.9M | 0.01% | +10,792+1.7% | Added |
| Manufacturers Life Insurance Company, The | 692,942 | $36.2M | 0.02% | +526,189+315.5% | Added |
| Barclays PLC | 708,879 | $37.0M | 0.02% | +24,081+3.5% | Added |
| Swiss National Bank | 718,326 | $37.5M | 0.03% | −20,500−2.8% | Reduced |
| Citigroup Inc | 724,005 | $37.8M | 0.05% | +392,494+118.4% | Added |
| Thrivent Financial for Lutherans | 736,913 | $38.5M | 0.08% | +373,174+102.6% | Added |
| Allianz Asset Management GmbH | 791,862 | $41.3M | 0.08% | −59,447−7.0% | Reduced |
| BNP Paribas Arbitrage, SA | 792,739 | $41.4M | 0.08% | +245,154+44.8% | Added |
| Voloridge Investment Management, LLC | 809,078 | $42.2M | 0.17% | +485,484+150.0% | Added |
| UBS Asset Management Americas Inc | 829,275 | $43.3M | 0.02% | +78,303+10.4% | Added |
| Old Republic International Corporation | 830,246 | $43.3M | 1.63% | +200,000+31.7% | Added |
| Empower Advisory Group, LLC | 923,876 | $48.2M | 0.19% | +106,960+13.1% | Added |
| APG Asset Management N.V. | 1,027,669 | $48.6M | 0.09% | +55,103+5.7% | Added |
| Epoch Investment Partners, Inc. | 941,612 | $49.2M | 0.22% | −330,648−26.0% | Reduced |
| Victory Capital Management Inc | 961,689 | $50.2M | 0.05% | −22,074−2.2% | Reduced |
| Ameriprise Financial Inc | 998,163 | $52.1M | 0.02% | −594,810−37.3% | Reduced |
| Energy Income Partners, LLC | 999,076 | $52.2M | 1.12% | +594,642+147.0% | Added |
| Dimensional Fund Advisors LP | 1,004,153 | $52.4M | 0.02% | +48,194+5.0% | Added |
| HSBC Holdings PLC | 1,017,784 | $53.0M | 0.05% | +542,175+114.0% | Added |
| Goldman Sachs Group Inc | 1,083,875 | $56.6M | 0.01% | +134,375+14.2% | Added |
| Adage Capital Partners GP, L.L.C. | 1,085,682 | $56.7M | 0.12% | +294,800+37.3% | Added |
| Qube Research & Technologies Ltd | 1,122,660 | $58.6M | 0.13% | +688,357+158.5% | Added |
| Amundi | 1,111,924 | $60.3M | 0.03% | +380,802+52.1% | Added |
| Duff & Phelps Investment Management Co | 1,208,356 | $63.1M | 0.76% | −348,455−22.4% | Reduced |
| JPMorgan Chase & Co | 1,257,400 | $65.6M | 0.01% | +8,090+0.6% | Added |
| Gabelli Funds LLC | 1,331,307 | $69.5M | 0.54% | −114,350−7.9% | Reduced |
| California Public Employees Retirement System | 1,406,363 | $73.4M | 0.06% | −36,322−2.5% | Reduced |
| Charles Schwab Investment Management Inc | 1,413,234 | $73.8M | 0.02% | +46,002+3.4% | Added |
| UBS Group AG | 1,492,588 | $77.9M | 0.03% | +859,628+135.8% | Added |
| Assenagon Asset Management S.A. | 1,516,817 | $79.2M | 0.24% | +487,322+47.3% | Added |
| Massachusetts Financial Services Co | 1,532,209 | $80.0M | 0.03% | −358,116−18.9% | Reduced |
| Two Sigma Advisers, LP | 1,595,400 | $83.3M | 0.19% | +1,385,300+659.4% | Added |
| Thompson Siegel & Walmsley LLC | 1,645,368 | $85.9M | 1.39% | +199,968+13.8% | Added |
| Balyasny Asset Management LLC | 1,720,915 | $89.8M | 0.25% | +1,720,915 | New |
| Citadel Advisors LLC | 1,757,615 | $91.7M | 0.09% | −1,022,424−36.8% | Reduced |
| Bank of Montreal | 1,985,826 | $103.8M | 0.06% | +1,810,954+1,035.6% | Added |
| Two Sigma Investments, LP | 2,006,062 | $104.7M | 0.25% | +1,642,766+452.2% | Added |
| Legal & General Group Plc | 2,024,667 | $105.7M | 0.03% | −16,294−0.8% | Reduced |
| First Trust Advisors LP | 2,095,851 | $109.4M | 0.12% | +30,118+1.5% | Added |
| Millennium Management LLC | 2,109,732 | $110.1M | 0.10% | +1,246,780+144.5% | Added |
| Manning & Napier Group, LLC | 2,183,788 | $114.0M | 1.35% | +947,196+76.6% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 2,552,305 | $133.3M | 0.31% | +366,391+16.8% | Added |
| ExodusPoint Capital Management, LP | 2,587,878 | $135.1M | 1.68% | +1,287,448+99.0% | Added |
| Bluescape Energy Partners LLC | 2,657,473 | $138.7M | 35.83% | 00.0% | Unchanged |
| Bank of New York Mellon Corp | 2,816,035 | $147.0M | 0.03% | +267,437+10.5% | Added |
| Northern Trust Corp | 2,895,705 | $151.2M | 0.03% | −62,431−2.1% | Reduced |
| American Century Companies Inc | 2,915,101 | $152.2M | 0.10% | +244,188+9.1% | Added |
| Federated Hermes, Inc. | 2,942,415 | $153.6M | 0.38% | +860,433+41.3% | Added |
| Magellan Asset Management Ltd | 3,009,380 | $157.1M | 1.57% | −302,387−9.1% | Reduced |
| FMR LLC | 3,128,523 | $163.3M | 0.01% | +41,853+1.4% | Added |
| Morgan Stanley | 3,182,918 | $166.1M | 0.01% | +716,882+29.1% | Added |
| Point72 Asset Management, L.P. | 3,612,200 | $188.6M | 0.57% | +3,294,967+1,038.7% | Added |
| Price T Rowe Associates Inc | 4,198,844 | $219.2M | 0.03% | −5,038,622−54.5% | Reduced |
| Invesco Ltd. | 4,433,900 | $231.4M | 0.06% | −945,104−17.6% | Reduced |