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 |
|---|---|---|---|---|---|
| Cerity Partners LLC | 60,319 | $3.15M | 0.01% | −17,136−22.1% | Reduced |
| American International Group, Inc. | 60,180 | $3.14M | 0.01% | −541−0.9% | Reduced |
| WCG Wealth Advisors LLC | 59,834 | $3.12M | 0.23% | +1,763+3.0% | Added |
| Edgemoor Investment Advisors, Inc. | 58,876 | $3.07M | 0.32% | −1,357−2.3% | Reduced |
| MetLife Investment Management | 55,626 | $2.90M | 0.02% | −1,046−1.8% | Reduced |
| Pictet Asset Management Holding SA | 55,257 | $2.88M | 0.00% | −2,048,873−97.4% | Reduced |
| Amalgamated Bank | 54,640 | $2.85M | 0.02% | −4,593−7.8% | Reduced |
| FORA Capital, LLC | 54,487 | $2.84M | 0.24% | +35,601+188.5% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 54,288 | $2.83M | 0.01% | +5,407+11.1% | Added |
| Community Bank of Raymore | 52,979 | $2.77M | 1.22% | +1,028+2.0% | Added |
| Comerica Bank | 52,906 | $2.76M | 0.01% | −8,952−14.5% | Reduced |
| Trilogy Capital Inc. | 51,899 | $2.71M | 0.17% | +1,878+3.8% | Added |
| Morton Community Bank | 51,539 | $2.69M | 0.88% | +51,539 | New |
| Retirement Systems of Alabama | 50,629 | $2.64M | 0.01% | −1,307−2.5% | Reduced |
| Axq Capital, LP | 49,400 | $2.58M | 0.69% | +49,400 | New |
| 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 |
| Westpac Banking Corp | 48,590 | $2.54M | 0.21% | −2,969−5.8% | Reduced |
| Icon Advisers Inc | 48,400 | $2.53M | 0.58% | −11,200−18.8% | Reduced |
| Tower Research Capital LLC (TRC) | 47,639 | $2.49M | 0.03% | +35,020+277.5% | Added |
| Cambridge Investment Research Advisors, Inc. | 47,001 | $2.45M | 0.01% | −4,315−8.4% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 46,821 | $2.44M | 0.00% | +432+0.9% | Added |
| Texas Permanent School Fund | 46,305 | $2.42M | 0.02% | −60−0.1% | Reduced |
| Soltis Investment Advisors LLC | 46,140 | $2.41M | 0.27% | +46,140 | New |
| Verition Fund Management LLC | 44,751 | $2.34M | 0.02% | +21,990+96.6% | Added |
| Mariner, LLC | 44,656 | $2.33M | 0.01% | +3,587+8.7% | Added |
| Mercer Global Advisors Inc | 44,588 | $2.33M | 0.01% | −1,377−3.0% | Reduced |
| QRG Capital Management, Inc. | 44,380 | $2.32M | 0.03% | −1,905−4.1% | Reduced |
| Natixis | 43,725 | $2.28M | 0.02% | +43,725 | New |
| Point72 Hong Kong Ltd | 42,488 | $2.22M | 0.14% | +42,488 | New |
| Edgestream Partners, L.P. | 41,784 | $2.18M | 0.16% | +18,222+77.3% | Added |
| Oregon Public Employees Retirement Fund | 41,523 | $2.17M | 0.04% | −21,260−33.9% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 41,076 | $2.14M | 0.03% | +18,910+85.3% | Added |
| Czech National Bank | 40,234 | $2.10M | 0.03% | +87+0.2% | Added |
| Headlands Technologies LLC | 40,009 | $2.09M | 0.62% | +27,016+207.9% | Added |
| HITE Hedge Asset Management LLC | 39,671 | $2.07M | 0.22% | −463,750−92.1% | Reduced |
| US Bancorp | 39,240 | $2.05M | 0.00% | +912+2.4% | Added |
| Jump Financial, LLC | 39,147 | $2.04M | 0.07% | +4,680+13.6% | Added |
| Aquatic Capital Management LLC | 39,100 | $2.04M | 0.05% | −51,800−57.0% | Reduced |
| DekaBank Deutsche Girozentrale | 38,534 | $2.01M | 0.00% | +438+1.1% | Added |
| Utah Retirement Systems | 38,427 | $2.01M | 0.03% | +200+0.5% | Added |
| First PREMIER Bank | 38,045 | $1.99M | 0.56% | 00.0% | Unchanged |
| Twin Capital Management Inc | 37,955 | $1.98M | 0.26% | −844−2.2% | Reduced |
| Keeley-Teton Advisors, LLC | 37,740 | $1.97M | 0.25% | −2,490−6.2% | Reduced |
| Aware Super Pty Ltd as trustee of Aware Super | 27,163 | $1.97M | 0.03% | +27,163 | New |
| CIBC Asset Management Inc | 37,535 | $1.96M | 0.01% | −1,859−4.7% | Reduced |
| Redwood Investment Management, LLC | 37,258 | $1.95M | 0.18% | +2,503+7.2% | Added |
| Bailard, Inc. | 36,886 | $1.93M | 0.06% | −1,018−2.7% | Reduced |
| ProShare Advisors LLC | 36,395 | $1.90M | 0.01% | −2,912−7.4% | Reduced |
| CI Private Wealth, LLC | 35,802 | $1.87M | 0.00% | +1,408+4.1% | Added |
| Stoneridge Investment Partners LLC | 35,778 | $1.87M | 0.79% | +35,778 | New |
| AE Wealth Management LLC | 37,489 | $1.87M | 0.01% | +4,160+12.5% | Added |
| Clearbridge Investments, LLC | 35,639 | $1.86M | 0.00% | −4,568−11.4% | Reduced |
| Quadrature Capital Ltd | 35,414 | $1.85M | 0.03% | +26,300+288.6% | Added |
| Investment Management Corp of Ontario | 35,242 | $1.84M | 0.04% | +15,838+81.6% | Added |
| Qsemble Capital Management, LP | 34,946 | $1.82M | 0.46% | −50,854−59.3% | Reduced |
| The PNC Financial Services Group, Inc. | 34,894 | $1.82M | 0.00% | +13,493+63.0% | Added |
| State of Tennessee, Treasury Department | 34,816 | $1.82M | 0.01% | −92,975−72.8% | Reduced |
| Atom Investors LP | 34,534 | $1.80M | 0.32% | +14,984+76.6% | Added |
| Arrowstreet Capital, Limited Partnership | 34,493 | $1.80M | 0.00% | +28,343+460.9% | Added |
| Janus Henderson Group PLC | 34,471 | $1.80M | 0.00% | −180−0.5% | Reduced |
| Conning Inc. | 34,345 | $1.79M | 0.06% | +553+1.6% | Added |
| Yousif Capital Management, LLC | 34,283 | $1.79M | 0.02% | −16,203−32.1% | Reduced |
| Schroder Investment Management Group | 33,643 | $1.76M | 0.00% | −15,200−31.1% | Reduced |
| WealthTrust Axiom LLC | 33,147 | $1.73M | 0.58% | −197−0.6% | Reduced |
| Commerce Bank | 32,859 | $1.72M | 0.01% | −1,737−5.0% | Reduced |
| New York Life Investment Management LLC | 32,410 | $1.69M | 0.02% | −244−0.7% | Reduced |
| Occudo Quantitative Strategies LP | 32,152 | $1.68M | 0.23% | −11,761−26.8% | Reduced |
| Shell Asset Management Co | 31,453 | $1.64M | 0.08% | −7,677−19.6% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 31,278 | $1.63M | 0.03% | +7,728+32.8% | Added |
| Umb Bank N A | 31,139 | $1.63M | 0.02% | −1,385−4.3% | Reduced |
| STRS Ohio | 31,107 | $1.62M | 0.01% | −1,593−4.9% | Reduced |
| Cetera Investment Advisers | 31,000 | $1.62M | 0.01% | +13,228+74.4% | Added |
| 1832 Asset Management L.P. | 30,638 | $1.60M | 0.00% | +281+0.9% | Added |
| CWM Advisors, LLC | 30,332 | $1.58M | 0.17% | +1,214+4.2% | Added |
| Walleye Trading LLC | 29,637 | $1.55M | 0.02% | +29,637 | New |
| Bayesian Capital Management, LP | 28,900 | $1.51M | 0.16% | +28,900 | New |
| Xponance, Inc. | 28,724 | $1.50M | 0.02% | −2,429−7.8% | Reduced |
| Cipher Capital LP | 28,251 | $1.47M | 0.48% | +28,251 | New |
| Public Employees Retirement Association of Colorado | 27,038 | $1.41M | 0.01% | −470−1.7% | Reduced |
| Public Sector Pension Investment Board | 26,985 | $1.41M | 0.01% | −26,396−49.4% | Reduced |
| British Columbia Investment Management Corp | 26,432 | $1.38M | 0.01% | +5,658+27.2% | Added |
| Nissay Asset Management Corp | 26,138 | $1.36M | 0.01% | +1,286+5.2% | Added |
| Vestcor Inc | 25,783 | $1.35M | 0.05% | −56−0.2% | Reduced |
| Rafferty Asset Management, LLC | 25,626 | $1.34M | 0.01% | +2,212+9.4% | Added |
| Financial Engines Advisors L.L.C. | 25,206 | $1.32M | 0.00% | +25,206 | New |
| LMCG Investments, LLC | 24,605 | $1.28M | 0.08% | 00.0% | Unchanged |
| Dynamic Advisor Solutions LLC | 23,806 | $1.28M | 0.05% | +9,170+62.7% | Added |
| Nomura Holdings Inc | 24,294 | $1.27M | 0.01% | +24,294 | New |
| Prudential PLC | 24,204 | $1.26M | 0.01% | −723−2.9% | Reduced |
| Glenmede Trust Co NA | 24,194 | $1.26M | 0.01% | −3,807−13.6% | Reduced |
| Bokf, NA | 24,187 | $1.26M | 0.02% | −4,902−16.9% | Reduced |
| Intrua Financial, LLC | 23,743 | $1.24M | 0.19% | −1,474−5.8% | Reduced |
| National Pension Service | 23,414 | $1.22M | 0.00% | 00.0% | Unchanged |
| JustInvest LLC | 23,110 | $1.21M | 0.03% | +6,593+39.9% | Added |
| Advisors Asset Management, Inc. | 22,468 | $1.17M | 0.02% | −681−2.9% | Reduced |
| Baird Financial Group, Inc. | 22,048 | $1.15M | 0.00% | −1,037−4.5% | Reduced |
| Retirement Planning Group | 22,036 | $1.15M | 0.10% | −196−0.9% | Reduced |
| Pensionfund Sabic | 22,000 | $1.15M | 0.36% | 00.0% | Unchanged |
| CTC Alternative Strategies, Ltd. | 21,468 | $1.12M | 2.33% | +21,468 | New |