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 |
|---|---|---|---|---|---|
| Franklin Resources Inc | 5,059,404 | $264.1M | 0.12% | −66,969−1.3% | Reduced |
| Geode Capital Management, LLC | 5,433,902 | $283.0M | 0.03% | +92,956+1.7% | Added |
| State Street Corp | 13,543,267 | $707.0M | 0.03% | +243,769+1.8% | Added |
| BlackRock Inc. | 17,134,151 | $894.4M | 0.02% | +289,846+1.7% | Added |
| Vanguard Group Inc | 30,757,415 | $1.61B | 0.04% | +1,399,199+4.8% | Added |
| Transamerica Financial Advisors, Inc. | 1 | – | – | −13−92.9% | Reduced |
| Capital International Investors | 0 | $0 | 0.00% | −2,787,742−100.0% | Sold out |
| Jupiter Asset Management Ltd | 0 | $0 | 0.00% | −693,966−100.0% | Sold out |
| Lighthouse Investment Partners, LLC | 0 | $0 | 0.00% | −271,101−100.0% | Sold out |
| Covalis Capital LLP | 0 | $0 | 0.00% | −199,831−100.0% | Sold out |
| LMR Partners LLP | 0 | $0 | 0.00% | −198,599−100.0% | Sold out |
| Andra AP-fonden | 0 | $0 | 0.00% | −125,200−100.0% | Sold out |
| Brandywine Global Investment Management, LLC | 0 | $0 | 0.00% | −120,906−100.0% | Sold out |
| Capital Group Private Client Services, Inc. | 0 | $0 | 0.00% | −44,540−100.0% | Sold out |
| Bradley Foster & Sargent Inc | 0 | $0 | 0.00% | −30,800−100.0% | Sold out |
| Element Capital Management LLC | 0 | $0 | 0.00% | −25,138−100.0% | Sold out |
| Carnegie Capital Asset Management, LLC | 0 | $0 | 0.00% | −25,007−100.0% | Sold out |
| Capital International Inc | 0 | $0 | 0.00% | −24,016−100.0% | Sold out |
| Machina Capital S.A.S. | 0 | $0 | 0.00% | −21,261−100.0% | Sold out |
| Polianta Ltd | 0 | $0 | 0.00% | −19,900−100.0% | Sold out |
| Sherbrooke Park Advisers LLC | 0 | $0 | 0.00% | −17,022−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −15,201−100.0% | Sold out |
| Toews Corp | 0 | $0 | 0.00% | −15,000−100.0% | Sold out |
| Nebula Research & Development LLC | 0 | $0 | 0.00% | −13,108−100.0% | Sold out |
| Teza Capital Management LLC | 0 | $0 | 0.00% | −12,462−100.0% | Sold out |
| Boothbay Fund Management, LLC | 0 | $0 | 0.00% | −11,852−100.0% | Sold out |
| Hancock Whitney Corp | 0 | $0 | 0.00% | −11,438−100.0% | Sold out |
| ISAM Funds (UK) Ltd | 0 | $0 | 0.00% | −9,487−100.0% | Sold out |
| Burns Matteson Capital Management, LLC | 0 | $0 | 0.00% | −8,705−100.0% | Sold out |
| Echo Street Capital Management LLC | 0 | $0 | 0.00% | −7,269−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −6,836−100.0% | Sold out |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −6,773−100.0% | Sold out |
| Dark Forest Capital Management LP | 0 | $0 | 0.00% | −6,767−100.0% | Sold out |
| Avantax Advisory Services, Inc. | 0 | $0 | 0.00% | −6,207−100.0% | Sold out |
| John G Ullman & Associates Inc | 0 | $0 | 0.00% | −6,200−100.0% | Sold out |
| Country Club Bank | 0 | $0 | 0.00% | −6,085−100.0% | Sold out |
| iA Global Asset Management Inc. | 0 | $0 | 0.00% | −5,919−100.0% | Sold out |
| Lifeworks Advisors, LLC | 0 | $0 | 0.00% | −5,633−100.0% | Sold out |
| Truepoint, Inc. | 0 | $0 | 0.00% | −5,633−100.0% | Sold out |
| Meeder Advisory Services, Inc. | 0 | $0 | 0.00% | −5,538−100.0% | Sold out |
| Landscape Capital Management, L.L.C. | 0 | $0 | 0.00% | −5,435−100.0% | Sold out |
| MQS Management LLC | 0 | $0 | 0.00% | −5,259−100.0% | Sold out |
| Valeo Financial Advisors, LLC | 0 | $0 | 0.00% | −4,870−100.0% | Sold out |
| RMB Capital Management, LLC | 0 | $0 | 0.00% | −4,761−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −4,679−100.0% | Sold out |
| Peapack Gladstone Financial Corp | 0 | $0 | 0.00% | −4,454−100.0% | Sold out |
| Evoke Wealth, LLC | 0 | $0 | 0.00% | −4,365−100.0% | Sold out |
| PAX Financial Group, LLC | 0 | $0 | 0.00% | −4,032−100.0% | Sold out |
| Kayne Anderson Capital Advisors LP | 0 | $0 | 0.00% | −4,000−100.0% | Sold out |
| Leavell Investment Management, Inc. | 0 | $0 | 0.00% | −3,975−100.0% | Sold out |
| Beverly Hills Private Wealth, LLC | 0 | $0 | 0.00% | −3,979−100.0% | Sold out |
| South State Corp. | 0 | $0 | 0.00% | −1,500−100.0% | Sold out |
| Sentry Investment Management LLC | 0 | $0 | 0.00% | −1,334−100.0% | Sold out |
| Crewe Advisors LLC | 0 | $0 | 0.00% | −1,092−100.0% | Sold out |
| Headinvest, LLC | 0 | $0 | 0.00% | −834−100.0% | Sold out |
| Itau Unibanco Holding S.A. | 0 | $0 | 0.00% | −699−100.0% | Sold out |
| Leonteq Securities AG | 0 | $0 | 0.00% | −695−100.0% | Sold out |
| Alaska Permanent Fund Corp | 0 | $0 | 0.00% | −404−100.0% | Sold out |
| Financial Synergies Wealth Advisors, Inc. | 0 | $0 | 0.00% | −306−100.0% | Sold out |
| Carmel Capital Partners, LLC | 0 | $0 | 0.00% | −201−100.0% | Sold out |
| Clearstead Advisors, LLC | 0 | $0 | 0.00% | −198−100.0% | Sold out |
| Certified Advisory Corp | 0 | $0 | 0.00% | −191−100.0% | Sold out |
| Earnest Partners LLC | 0 | $0 | 0.00% | −174−100.0% | Sold out |
| Northwest Investment Counselors, LLC | 0 | $0 | 0.00% | −119−100.0% | Sold out |
| West Tower Group, LLC | 0 | $0 | 0.00% | −83−100.0% | Sold out |
| Country Trust Bank | 0 | $0 | 0.00% | −52−100.0% | Sold out |
| Baker Avenue Asset Management, LP | 0 | $0 | 0.00% | −34−100.0% | Sold out |
| Centerpoint Advisors, LLC | 0 | $0 | 0.00% | −16−100.0% | Sold out |
| Indiana Trust & Investment Management CO | 0 | $0 | 0.00% | −14−100.0% | Sold out |
| Stonebridge Capital Advisors LLC | 0 | $0 | 0.00% | −12−100.0% | Sold out |
| Hibernia Wealth Partners, LLC | 0 | $0 | 0.00% | −10−100.0% | Sold out |
| SOA Wealth Advisors, LLC. | 0 | $0 | 0.00% | −8−100.0% | Sold out |
| VisionPoint Advisory Group, LLC | 0 | $0 | 0.00% | −4−100.0% | Sold out |
| First Republic Investment Management, Inc. | – | – | – | – | Not filed |
| Amica Retiree Medical Trust | – | – | – | – | Not filed |
| Pathstone Family Office, LLC | – | – | – | – | Not filed |
| Advisor Partners II, LLC | – | – | – | – | Not filed |
| Johnson Midwest Financial, LLC | – | – | – | – | Not filed |
| Foster Dykema Cabot & Co Inc | – | – | – | – | Not filed |
| Column Capital Advisors, LLC | – | – | – | – | Not filed |
| Sutton Wealth Advisors Inc. | – | – | – | – | Not filed |
| Steward Financial Group LLC | – | – | – | – | Not filed |