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 |
|---|---|---|---|---|---|
| Wedge Capital Management L L P | 278,375 | $14.5M | 0.26% | −10,569−3.7% | Reduced |
| Crawford Investment Counsel Inc | 274,805 | $14.3M | 0.29% | −2,937−1.1% | Reduced |
| Twinbeech Capital LP | 272,382 | $14.2M | 0.23% | +212,158+352.3% | Added |
| Voya Investment Management LLC | 269,086 | $14.0M | 0.01% | +41,864+18.4% | Added |
| Zimmer Partners, LP | 263,951 | $13.8M | 0.50% | −2,379,211−90.0% | Reduced |
| Wellington Management Group LLP | 249,422 | $13.0M | 0.00% | +28,392+12.8% | Added |
| Yaupon Capital Management LP | 242,741 | $12.7M | 1.37% | −5,934−2.4% | Reduced |
| GW Henssler & Associates Ltd | 242,042 | $12.6M | 0.83% | −71,970−22.9% | Reduced |
| Cullen/Frost Bankers, Inc. | 230,832 | $12.0M | 0.19% | +13,759+6.3% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 218,092 | $11.7M | 0.02% | +920+0.4% | Added |
| HRT Financial LP | 221,715 | $11.6M | 0.08% | +202,202+1,036.2% | Added |
| Illinois Municipal Retirement Fund | 214,411 | $11.2M | 0.19% | +7,093+3.4% | Added |
| Exencial Wealth Advisors, LLC | 209,089 | $10.9M | 0.45% | −5,003−2.3% | Reduced |
| Russell Investments Group, Ltd. | 206,180 | $10.8M | 0.02% | −55,162−21.1% | Reduced |
| Prudential Financial Inc | 205,892 | $10.7M | 0.02% | −31,322−13.2% | Reduced |
| Worldquant Millennium Advisors LLC | 202,268 | $10.6M | 0.15% | −44,006−17.9% | Reduced |
| Gateway Investment Advisers LLC | 197,337 | $10.3M | 0.12% | +55,951+39.6% | Added |
| Canada Pension Plan Investment Board | 188,100 | $9.82M | 0.01% | +58,800+45.5% | Added |
| Macquarie Group Ltd | 187,509 | $9.79M | 0.01% | +11,521+6.5% | Added |
| Greenland Capital Management LP | 186,312 | $9.73M | 1.50% | +161,562+652.8% | Added |
| Aventail Capital Group, LP | 180,000 | $9.40M | 0.80% | +180,000 | New |
| CIBC World Markets Corp | 179,564 | $9.37M | 0.05% | +166,886+1,316.3% | Added |
| Martingale Asset Management L P | 177,670 | $9.27M | 0.19% | −272,761−60.6% | Reduced |
| PointState Capital LP | 175,461 | $9.16M | 0.33% | −10,968−5.9% | Reduced |
| Sonora Investment Management Group, LLC | 171,847 | $8.97M | 0.73% | +4,647+2.8% | Added |
| Schonfeld Strategic Advisors LLC | 171,815 | $8.97M | 0.07% | +143,288+502.3% | Added |
| Ensign Peak Advisors, Inc | 168,961 | $8.82M | 0.02% | +34,547+25.7% | Added |
| M&T Bank Corp | 166,537 | $8.69M | 0.03% | +1,605+1.0% | Added |
| Oppenheimer Asset Management Inc. | 164,999 | $8.61M | 0.12% | +36,767+28.7% | Added |
| Leeward Investments, LLC - MA | 164,810 | $8.60M | 0.40% | −4,446−2.6% | Reduced |
| TD Asset Management Inc | 153,877 | $8.03M | 0.01% | −15,369−9.1% | Reduced |
| New York State Common Retirement Fund | 148,909 | $7.77M | 0.01% | −14,067−8.6% | Reduced |
| Summit Global Investments | 147,202 | $7.68M | 0.50% | +147,202 | New |
| Wells Fargo & Company | 136,694 | $7.14M | 0.00% | −30,943−18.5% | Reduced |
| Schaper Benz & Wise Investment Counsel Inc | 129,716 | $6.77M | 0.61% | +18,562+16.7% | Added |
| Toronto Dominion Bank | 129,060 | $6.74M | 0.01% | +17,484+15.7% | Added |
| Chevy Chase Trust Holdings, Inc. | 128,574 | $6.71M | 0.02% | −793−0.6% | Reduced |
| BTG Pactual Global Asset Management Ltd | 127,113 | $6.64M | 3.96% | +101,966+405.5% | Added |
| First Manhattan Co | 126,535 | $6.61M | 0.02% | −21,470−14.5% | Reduced |
| State of Wisconsin Investment Board | 125,650 | $6.56M | 0.02% | −38,064−23.3% | Reduced |
| Silvercrest Asset Management Group LLC | 124,432 | $6.50M | 0.05% | 00.0% | Unchanged |
| Old Mission Capital LLC | 123,492 | $6.45M | 0.18% | +123,492 | New |
| Jefferies Financial Group Inc. | 122,910 | $6.42M | 0.10% | +122,910 | New |
| State of New Jersey Common Pension Fund D | 122,755 | $6.41M | 0.02% | 00.0% | Unchanged |
| Neuberger Berman Group LLC | 122,036 | $6.37M | 0.01% | −181,411−59.8% | Reduced |
| Mackenzie Financial Corp | 120,245 | $6.28M | 0.01% | −109,727−47.7% | Reduced |
| Treasurer of the State of North Carolina | 118,001 | $6.16M | 0.03% | −7,113−5.7% | Reduced |
| WSFS Capital Management, LLC | 115,282 | $6.02M | 0.38% | −33,953−22.8% | Reduced |
| Moneta Group Investment Advisors LLC | 113,524 | $5.93M | 0.12% | −991−0.9% | Reduced |
| D. E. Shaw & Co., Inc. | 112,065 | $5.85M | 0.01% | −71,130−38.8% | Reduced |
| Decade Renewable Partners LP | 111,990 | $5.85M | 3.36% | +111,990 | New |
| LPL Financial LLC | 110,231 | $5.75M | 0.00% | +32,163+41.2% | Added |
| Mutual of America Capital Management LLC | 108,643 | $5.67M | 0.07% | +15,142+16.2% | Added |
| Gotham Asset Management, LLC | 107,105 | $5.59M | 0.10% | +101,430+1,787.3% | Added |
| Public Employees Retirement System of Ohio | 106,861 | $5.58M | 0.02% | +6,439+6.4% | Added |
| Great West Life Assurance Co | 104,723 | $5.44M | 0.01% | +622+0.6% | Added |
| Advisor Group Holdings, Inc. | 102,350 | $5.35M | 0.01% | +9,571+10.3% | Added |
| Ontario Teachers Pension Plan Board | 99,409 | $5.19M | 0.05% | −17,452−14.9% | Reduced |
| Creative Planning | 98,790 | $5.16M | 0.01% | −9,026−8.4% | Reduced |
| Capital Fund Management S.A. | 98,652 | $5.15M | 0.07% | +65,418+196.8% | Added |
| USS Investment Management Ltd | 97,757 | $5.10M | 0.05% | 00.0% | Unchanged |
| Oppenheimer & Co Inc | 97,521 | $5.09M | 0.09% | −1,737−1.7% | Reduced |
| Advocate Group LLC | 97,444 | $5.09M | 1.09% | +9,784+11.2% | Added |
| Engineers Gate Manager LP | 97,407 | $5.08M | 0.15% | +15,235+18.5% | Added |
| Allspring Global Investments Holdings, LLC | 94,247 | $4.92M | 0.01% | −162,637−63.3% | Reduced |
| Mirabella Financial Services LLP | 93,776 | $4.90M | 0.70% | +74,066+375.8% | Added |
| Swiss Life Asset Management Ltd | 91,401 | $4.78M | 0.06% | −83,558−47.8% | Reduced |
| Meritage Portfolio Management | 90,844 | $4.74M | 0.31% | +45,232+99.2% | Added |
| Natixis Advisors, L.P. | 90,034 | $4.70M | 0.01% | +17,788+24.6% | Added |
| Bridgecreek Investment Management, LLC | 89,375 | $4.67M | 0.90% | +8,625+10.7% | Added |
| Truist Financial Corp | 88,456 | $4.62M | 0.01% | −42,061−32.2% | Reduced |
| TCG Advisory Services, LLC | 88,141 | $4.60M | 0.32% | +88,141 | New |
| Asset Management One Co.,Ltd. | 86,732 | $4.53M | 0.02% | −68,572−44.2% | Reduced |
| Harvest Portfolios Group Inc. | 85,363 | $4.46M | 0.19% | +10,116+13.4% | Added |
| Stifel Financial Corp | 84,877 | $4.43M | 0.01% | +15,560+22.4% | Added |
| State of Alaska, Department of Revenue | 84,822 | $4.43M | 0.05% | −1,995−2.3% | Reduced |
| Ledyard National Bank | 81,988 | $4.28M | 0.44% | −7,680−8.6% | Reduced |
| Point72 Middle East FZE | 81,299 | $4.24M | 0.29% | +43,605+115.7% | Added |
| Holocene Advisors, LP | 80,686 | $4.21M | 0.02% | +24,660+44.0% | Added |
| Van Eck Associates Corp | 79,181 | $4.13M | 0.01% | +27,088+52.0% | Added |
| Raymond James Financial Services Advisors, Inc. | 78,852 | $4.12M | 0.01% | +18,555+30.8% | Added |
| Magnetar Financial LLC | 77,140 | $4.03M | 0.10% | +4,625+6.4% | Added |
| Trexquant Investment LP | 77,011 | $4.02M | 0.09% | +17,909+30.3% | Added |
| Standard Life Aberdeen plc | 76,481 | $3.99M | 0.01% | +10,297+15.6% | Added |
| Wexford Capital LP | 76,233 | $3.98M | 0.85% | +66,233+662.3% | Added |
| Nomura Asset Management Co Ltd | 73,563 | $3.84M | 0.02% | +6,064+9.0% | Added |
| IFM Investors Pty Ltd | 73,111 | $3.82M | 0.05% | +206+0.3% | Added |
| Financial Counselors Inc | 72,954 | $3.81M | 0.07% | −1,468−2.0% | Reduced |
| Nisa Investment Advisors, LLC | 72,815 | $3.80M | 0.03% | −3,117−4.1% | Reduced |
| State of Michigan Retirement System | 71,181 | $3.72M | 0.02% | −1,200−1.7% | Reduced |
| Raymond James & Associates | 65,974 | $3.44M | 0.00% | +4,655+7.6% | Added |
| Kempner Capital Management Inc. | 64,070 | $3.34M | 1.87% | +64,070 | New |
| HighTower Advisors, LLC | 63,858 | $3.34M | 0.01% | −720−1.1% | Reduced |
| Arizona State Retirement System | 63,131 | $3.30M | 0.03% | +470+0.8% | Added |
| Agf Management Ltd | 63,053 | $3.29M | 0.02% | −12,855−16.9% | Reduced |
| Sagefield Capital LP | 63,036 | $3.29M | 0.43% | −17,518−21.7% | Reduced |
| MML Investors Services, LLC | 62,490 | $3.26M | 0.02% | +6,511+11.6% | Added |
| Commonwealth Equity Services, LLC | 61,644 | $3.22M | 0.01% | −1,569−2.5% | Reduced |
| Point72 Asia (Singapore) Pte. Ltd. | 60,669 | $3.17M | 0.77% | +60,669 | New |
| Hantz Financial Services, Inc. | 60,416 | $3.15M | 0.07% | −4,413−6.8% | Reduced |