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 |
|---|---|---|---|---|---|
| Pathway Financial Advisers, LLC | 21,039 | $1.10M | 0.42% | +2,435+13.1% | Added |
| Quantinno Capital Management LP | 20,762 | $1.08M | 0.04% | +12,412+148.6% | Added |
| Daiwa Securities Group Inc. | 20,728 | $1.08M | 0.01% | −6,737−24.5% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 20,484 | $1.07M | 0.00% | +4,575+28.8% | Added |
| Financial Partners Group, Inc | 20,389 | $1.06M | 0.19% | +25+0.1% | Added |
| Brookstone Capital Management | 20,246 | $1.06M | 0.02% | +2,943+17.0% | Added |
| Pearl River Capital, LLC | 19,935 | $1.04M | 0.17% | +5,094+34.3% | Added |
| Prospera Financial Services Inc | 19,888 | $1.04M | 0.03% | +816+4.3% | Added |
| Adamsbrown Wealth Consultants LLC | 19,759 | $1.03M | 0.45% | −64−0.3% | Reduced |
| Teachers Retirement System of the State of Kentucky | 19,744 | $1.03M | 0.01% | −907−4.4% | Reduced |
| Brookmont Capital Management | 19,640 | $1.03M | 0.57% | −58−0.3% | Reduced |
| Assetmark, Inc | 19,551 | $1.02M | 0.00% | +2,676+15.9% | Added |
| Fifth Third Bancorp | 19,388 | $1.01M | 0.00% | +14,045+262.9% | Added |
| SG Americas Securities, LLC | 19,263 | $1.01M | 0.01% | +3,482+22.1% | Added |
| Gulf International Bank (UK) Ltd | 19,141 | $999.0K | 0.03% | −2,412−11.2% | Reduced |
| Wealthspire Advisors, LLC | 18,817 | $982.2K | 0.01% | +18,817 | New |
| Kentucky Retirement Systems | 18,380 | $959.4K | 0.03% | +192+1.1% | Added |
| Eqis Capital Management, Inc. | 18,272 | $953.8K | 0.08% | −3,825−17.3% | Reduced |
| Fifth Lane Capital, LP | 17,694 | $923.6K | 1.09% | +17,694 | New |
| Kestra Advisory Services, LLC | 17,578 | $917.6K | 0.01% | +2,414+15.9% | Added |
| Maryland State Retirement & Pension System | 17,360 | $906.2K | 0.02% | 00.0% | Unchanged |
| Cetera Advisor Networks LLC | 16,811 | $877.5K | 0.00% | +3,097+22.6% | Added |
| Schnieders Capital Management LLC | 16,723 | $872.9K | 0.19% | +16,723 | New |
| Intech Investment Management LLC | 16,623 | $867.7K | 0.01% | −29,944−64.3% | Reduced |
| Miller Howard Investments Inc | 16,438 | $858.1K | 0.03% | −62,608−79.2% | Reduced |
| SeaCrest Wealth Management, LLC | 15,881 | $852.8K | 0.11% | +70.0% | Added |
| Cresset Asset Management, LLC | 16,308 | $851.3K | 0.01% | +6,978+74.8% | Added |
| Ci Investments Inc. | 16,232 | $847.0K | 0.00% | −5,255−24.5% | Reduced |
| J.W. Cole Advisors, Inc. | 16,222 | $846.8K | 0.05% | +497+3.2% | Added |
| Entropy Technologies, LP | 16,074 | $839.1K | 0.16% | +16,074 | New |
| Albion Financial Group | 16,070 | $838.9K | 0.07% | 00.0% | Unchanged |
| Robeco Institutional Asset Management B.V. | 15,775 | $823.5K | 0.00% | −22,138−58.4% | Reduced |
| Huber Capital Management LLC | 15,700 | $819.5K | 0.21% | −20,500−56.6% | Reduced |
| Hartford Investment Management Co | 15,472 | $807.6K | 0.03% | −161−1.0% | Reduced |
| Pacer Advisors, Inc. | 15,208 | $793.9K | 0.00% | −7,161−32.0% | Reduced |
| Paradigm Asset Management Co LLC | 15,100 | $788.2K | 0.21% | −500−3.2% | Reduced |
| Northwestern Mutual Wealth Management Co | 14,992 | $782.6K | 0.00% | −5,609−27.2% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 14,745 | $769.7K | 0.00% | +2,308+18.6% | Added |
| Rockland Trust Co | 14,727 | $768.7K | 0.04% | +14,727 | New |
| Securian Asset Management, Inc | 14,514 | $757.6K | 0.02% | −1,924−11.7% | Reduced |
| Edmonds Duncan Registered Investment Advisors, LLC | 14,359 | $749.5K | 0.19% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 14,316 | $747.3K | 0.01% | −2,788−16.3% | Reduced |
| Pathstone Holdings, LLC | 14,157 | $746.5K | 0.00% | +14,157 | New |
| Louisiana State Employees Retirement System | 13,900 | $725.6K | 0.02% | −300−2.1% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 13,285 | $693.5K | 0.04% | +198+1.5% | Added |
| CoreFirst Bank & Trust | 12,665 | $661.1K | 0.44% | +716+6.0% | Added |
| Lion Street Advisors, LLC | 12,489 | $651.9K | 0.27% | −1,173−8.6% | Reduced |
| KBC Group NV | 12,275 | $641.0K | 0.00% | 00.0% | Unchanged |
| Janney Montgomery Scott LLC | 12,235 | $639.0K | 0.00% | −413−3.3% | Reduced |
| Credential Qtrade Securities Inc. | 11,982 | $625.5K | 0.04% | +3,319+38.3% | Added |
| New Mexico Educational Retirement Board | 11,950 | $624.0K | 0.02% | 00.0% | Unchanged |
| Amica Mutual Insurance Co | 11,632 | $607.0K | 0.07% | −67,994−85.4% | Reduced |
| Midwest Financial Group LLC | 11,590 | $605.0K | 0.45% | −665−5.4% | Reduced |
| Quest Partners LLC | 11,278 | $588.7K | 0.13% | +11,278 | New |
| LaFleur & Godfrey LLC | 11,185 | $583.9K | 0.09% | +2,570+29.8% | Added |
| Duality Advisers, LP | 10,981 | $573.2K | 0.06% | −66,513−85.8% | Reduced |
| Atria Wealth Solutions, Inc. | 10,889 | $568.4K | 0.01% | +6,234+133.9% | Added |
| Proequities, Inc. | 10,829 | $565.3K | 0.04% | +2,049+23.3% | Added |
| Moors & Cabot, Inc. | 10,561 | $551.3K | 0.03% | +5,621+113.8% | Added |
| Teacher Retirement System of Texas | 10,559 | $551.0K | 0.00% | −48,766−82.2% | Reduced |
| Concurrent Investment Advisors, LLC | 10,514 | $548.8K | 0.03% | +10,514 | New |
| Cypress Capital Group | 10,509 | $548.6K | 0.07% | +1,747+19.9% | Added |
| Exchange Traded Concepts, LLC | 10,457 | $545.9K | 0.01% | 00.0% | Unchanged |
| Oak Thistle LLC | 10,421 | $544.0K | 0.16% | −31,850−75.3% | Reduced |
| Crossmark Global Holdings, Inc. | 10,380 | $542.0K | 0.01% | −26−0.2% | Reduced |
| Los Angeles Capital Management LLC | 10,163 | $530.5K | 0.00% | +10,163 | New |
| Blair William & Co | 10,128 | $528.7K | 0.00% | −526−4.9% | Reduced |
| Bleakley Financial Group, LLC | 10,012 | $522.6K | 0.02% | +568+6.0% | Added |
| Centiva Capital, LP | 10,000 | $522.0K | 0.03% | −6,995−41.2% | Reduced |
| Sawtooth Solutions, LLC | 9,997 | $521.9K | 0.01% | +553+5.9% | Added |
| Coppell Advisory Solutions LLC | 9,872 | $515.3K | 0.10% | +3,886+64.9% | Added |
| Nordea Investment Management AB | 9,803 | $510.5K | 0.00% | 00.0% | Unchanged |
| ClearAlpha Technologies LP | 9,732 | $508.0K | 0.19% | +9,732 | New |
| Mattern Wealth Management LLC | 9,710 | $506.8K | 0.13% | −483−4.7% | Reduced |
| Cetera Advisors LLC | 9,678 | $505.2K | 0.01% | +4,378+82.6% | Added |
| Qtron Investments LLC | 9,601 | $501.2K | 0.08% | 00.0% | Unchanged |
| IFP Advisors, Inc | 9,545 | $498.3K | 0.02% | −19,514−67.2% | Reduced |
| Wealthfront Advisers LLC | 9,367 | $489.0K | 0.00% | +2,649+39.4% | Added |
| Metropolitan Life Insurance Co | 9,350 | $488.1K | 0.02% | −153−1.6% | Reduced |
| Profund Advisors LLC | 9,285 | $484.7K | 0.02% | −239−2.5% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 9,156 | $477.9K | 0.02% | +40+0.4% | Added |
| Krane Funds Advisors LLC | 9,081 | $474.0K | 0.02% | −69−0.8% | Reduced |
| Smith, Moore & Co. | 9,033 | $471.5K | 0.06% | +259+3.0% | Added |
| Fairview Capital Investment Management, LLC | 9,000 | $469.8K | 0.03% | 00.0% | Unchanged |
| Moody National Bank Trust Division | 8,900 | $464.6K | 0.04% | −8,195−47.9% | Reduced |
| Trust Point Inc. | 8,856 | $462.3K | 0.04% | +8,856 | New |
| Virtu Financial LLC | 8,791 | $459.0K | 0.04% | +8,791 | New |
| Iams Wealth Management, LLC | 8,782 | $458.4K | 0.30% | −208−2.3% | Reduced |
| Change Path, LLC | 8,770 | $458.0K | 0.03% | +443+5.3% | Added |
| Trust Co of Kansas | 8,759 | $457.0K | 0.25% | −400−4.4% | Reduced |
| Synovus Financial Corp | 8,653 | $451.7K | 0.01% | −31−0.4% | Reduced |
| Pinebridge Investments, L.P. | 8,573 | $447.5K | 0.00% | −804,642−98.9% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 8,184 | $427.2K | 0.03% | +63+0.8% | Added |
| La Banque Postale Asset Management SA | 8,118 | $423.8K | 0.01% | −19,057−70.1% | Reduced |
| Johnson Investment Counsel Inc | 8,118 | $423.8K | 0.00% | +1,649+25.5% | Added |
| Jeppson Wealth Management, LLC | 8,108 | $423.2K | 0.18% | −1,227−13.1% | Reduced |
| HighPoint Advisor Group LLC | 8,160 | $420.0K | 0.03% | +8,160 | New |
| Parallel Advisors, LLC | 8,014 | $418.3K | 0.01% | +2,908+57.0% | Added |
| Nicolet Bankshares Inc | 8,000 | $417.6K | 0.11% | 00.0% | Unchanged |
| Transcend Wealth Collective, LLC | 8,000 | $417.6K | 0.04% | +8,000 | New |