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 |
|---|---|---|---|---|---|
| D.B. Root & Company, LLC | 7,921 | $413.5K | 0.15% | +2,120+36.5% | Added |
| Keybank National Association | 7,861 | $410.3K | 0.00% | +801+11.3% | Added |
| Credit Agricole S A | 7,778 | $406.0K | 0.01% | +4,102+111.6% | Added |
| Wade G W & Inc | 7,775 | $406.0K | 0.01% | −549−6.6% | Reduced |
| Naples Global Advisors, LLC | 7,772 | $405.7K | 0.04% | −175−2.2% | Reduced |
| Norinchukin Bank, The | 7,686 | $401.2K | 0.01% | −170−2.2% | Reduced |
| Ieq Capital, LLC | 7,637 | $398.7K | 0.01% | +7,637 | New |
| Capstone Investment Advisors, LLC | 7,613 | $397.4K | 0.01% | +7,028+1,201.4% | Added |
| Empirical Finance, LLC | 7,480 | $390.5K | 0.03% | −280−3.6% | Reduced |
| Metis Global Partners, LLC | 7,434 | $388.1K | 0.02% | −892−10.7% | Reduced |
| Park Avenue Securities LLC | 7,402 | $386.0K | 0.01% | +861+13.2% | Added |
| Northwestern Mutual Investment Management Company, LLC | 7,271 | $379.5K | 0.01% | +20+0.3% | Added |
| FineMark National Bank & Trust | 7,206 | $376.2K | 0.02% | −1,282−15.1% | Reduced |
| Prime Capital Investment Advisors, LLC | 7,151 | $373.3K | 0.01% | +7,151 | New |
| Novak & Powell Financial Services, Inc. | 7,100 | $370.6K | 0.25% | +7,100 | New |
| Arete Wealth Advisors, LLC | 7,017 | $366.3K | 0.03% | −258−3.5% | Reduced |
| Gilbert & Cook, Inc. | 7,008 | $365.8K | 0.05% | +317+4.7% | Added |
| KCM Investment Advisors LLC | 6,863 | $358.2K | 0.01% | −107−1.5% | Reduced |
| Petrus Trust Company, LTA | 6,826 | $356.3K | 0.03% | −1,380−16.8% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 6,795 | $354.7K | 0.00% | +225+3.4% | Added |
| Raymond James Trust N.A. | 6,794 | $354.6K | 0.01% | +100+1.5% | Added |
| IHT Wealth Management, LLC | 6,768 | $353.3K | 0.02% | +181+2.7% | Added |
| Kornitzer Capital Management Inc | 6,669 | $348.1K | 0.01% | +58+0.9% | Added |
| Equitable Holdings, Inc. | 6,666 | $348.0K | 0.00% | −879−11.7% | Reduced |
| Lido Advisors, LLC | 6,627 | $345.9K | 0.00% | +440+7.1% | Added |
| Brevan Howard Capital Management LP | 6,623 | $345.7K | 0.03% | +6,623 | New |
| Waterfront Wealth Inc. | 6,441 | $336.2K | 0.10% | 00.0% | Unchanged |
| Green Square Capital Advisors LLC | 6,380 | $333.0K | 0.04% | −23,058−78.3% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 6,343 | $331.0K | 0.00% | 00.0% | Unchanged |
| Chicago Partners Investment Group LLC | 6,707 | $331.0K | 0.02% | +16+0.2% | Added |
| United Capital Financial Advisers, LLC | 6,294 | $328.5K | 0.00% | +6,294 | New |
| Bridgefront Capital, LLC | 6,090 | $317.9K | 0.24% | −2,828−31.7% | Reduced |
| Integrated Wealth Concepts LLC | 6,059 | $316.3K | 0.01% | −1,838−23.3% | Reduced |
| Trust Co | 6,017 | $314.1K | 0.04% | −1,006−14.3% | Reduced |
| Intrust Bank NA | 6,008 | $313.6K | 0.04% | +37+0.6% | Added |
| FJ Investments, LLC | 6,000 | $313.2K | 0.01% | +6,000 | New |
| BKD Wealth Advisors, LLC | 5,990 | $312.7K | 0.01% | 00.0% | Unchanged |
| Financial Advisory Service, Inc. | 5,932 | $309.6K | 0.03% | +112+1.9% | Added |
| CAPROCK Group, Inc. | 5,774 | $301.4K | 0.02% | +23+0.4% | Added |
| Sequoia Financial Advisors, LLC | 5,752 | $300.2K | 0.00% | +5,752 | New |
| GWM Advisors LLC | 5,919 | $298.9K | 0.00% | −752−11.3% | Reduced |
| Regions Financial Corp | 5,674 | $296.2K | 0.00% | +580+11.4% | Added |
| B. Metzler seel. Sohn & Co. AG | 5,655 | $295.4K | 0.00% | +5,655 | New |
| Scientech Research LLC | 5,645 | $294.8K | 0.29% | +5,645 | New |
| Westwood Holdings Group Inc. | 5,610 | $293.0K | 0.00% | 00.0% | Unchanged |
| Resources Investment Advisors, LLC. | 5,553 | $289.8K | 0.01% | −28−0.5% | Reduced |
| Camelot Portfolios, LLC | 5,541 | $289.2K | 0.17% | +5,541 | New |
| Tokio Marine Asset Management Co Ltd | 5,503 | $287.3K | 0.02% | 00.0% | Unchanged |
| Schulhoff & Co Inc | 5,500 | $287.1K | 0.14% | 00.0% | Unchanged |
| MainStreet Investment Advisors LLC | 5,469 | $285.5K | 0.03% | +672+14.0% | Added |
| Vista Investment Partners LLC | 5,402 | $282.0K | 0.10% | +5,402 | New |
| Virtue Capital Management, LLC | 5,252 | $281.1K | 0.06% | −3,235−38.1% | Reduced |
| Raleigh Capital Management Inc. | 5,273 | $275.2K | 0.13% | −258−4.7% | Reduced |
| Allworth Financial LP | 5,227 | $272.9K | 0.00% | +682+15.0% | Added |
| Hudock, Inc. | 5,222 | $272.6K | 0.06% | +3+0.1% | Added |
| Coldstream Capital Management Inc | 5,210 | $272.0K | 0.01% | +5,210 | New |
| TownSquare Capital, LLC | 5,208 | $271.9K | 0.00% | −39−0.7% | Reduced |
| New Century Financial Group, LLC | 5,105 | $266.5K | 0.23% | +5,105 | New |
| Garrett Investment Advisors LLC | 5,097 | $266.1K | 0.04% | −200−3.8% | Reduced |
| GoalVest Advisory LLC | 5,093 | $265.9K | 0.12% | 00.0% | Unchanged |
| Garner Asset Management Corp | 5,379 | $260.6K | 0.13% | −513−8.7% | Reduced |
| Central Trust Co | 4,991 | $260.5K | 0.01% | −600−10.7% | Reduced |
| Corton Capital Inc. | 4,991 | $260.5K | 0.08% | +4,991 | New |
| Evergreen Capital Management LLC | 4,968 | $259.3K | 0.01% | +4,968 | New |
| Aigen Investment Management, LP | 4,937 | $257.7K | 0.05% | −14,351−74.4% | Reduced |
| Massmutual Trust Co FSB | 4,921 | $256.9K | 0.01% | +862+21.2% | Added |
| Tocqueville Asset Management L.P. | 4,900 | $255.8K | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 4,898 | $255.7K | 0.01% | −21−0.4% | Reduced |
| Woodward Diversified Capital, LLC | 4,893 | $255.4K | 0.16% | −11−0.2% | Reduced |
| Savant Capital, LLC | 4,732 | $247.0K | 0.00% | +348+7.9% | Added |
| Black Diamond Financial, LLC | 4,729 | $246.9K | 0.07% | 00.0% | Unchanged |
| HB Wealth Management, LLC | 4,665 | $243.5K | 0.00% | +4,665 | New |
| Lincoln National Corp | 4,638 | $242.1K | 0.00% | −1,706−26.9% | Reduced |
| Syon Capital LLC | 4,622 | $241.3K | 0.02% | +4,622 | New |
| NorthRock Partners, LLC | 4,620 | $241.2K | 0.01% | +4,620 | New |
| Royal Fund Management, LLC | 4,613 | $240.8K | 0.03% | +20+0.4% | Added |
| We Are One Seven, LLC | 4,572 | $238.7K | 0.01% | +4,572 | New |
| Integris Wealth Management, LLC | 4,570 | $238.6K | 0.07% | 00.0% | Unchanged |
| Dakota Wealth Management | 4,556 | $237.8K | 0.01% | +56+1.2% | Added |
| Sound View Wealth Advisors Group, LLC | 4,427 | $231.1K | 0.03% | +4,427 | New |
| Cornerstone Wealth Management, LLC | 4,420 | $230.7K | 0.02% | −47−1.1% | Reduced |
| Walker Asset Management, LLC | 4,362 | $227.7K | 0.16% | +4,362 | New |
| Beacon Pointe Advisors, LLC | 4,345 | $226.8K | 0.00% | +188+4.5% | Added |
| Veriti Management LLC | 4,341 | $226.6K | 0.02% | +4,341 | New |
| Modern Wealth Management, LLC | 4,336 | $226.3K | 0.03% | +4,336 | New |
| Verity Asset Management, Inc. | 4,333 | $226.2K | 0.14% | +223+5.4% | Added |
| Kingswood Wealth Advisors, LLC | 4,273 | $223.1K | 0.03% | +4,273 | New |
| Sound Stewardship, LLC | 4,226 | $220.6K | 0.15% | 00.0% | Unchanged |
| D.A. Davidson & Co. | 4,219 | $220.3K | 0.00% | +128+3.1% | Added |
| V-Square Quantitative Management LLC | 4,131 | $215.6K | 0.05% | 00.0% | Unchanged |
| Y-Intercept (Hong Kong) Ltd | 4,126 | $215.4K | 0.02% | −33,444−89.0% | Reduced |
| Signaturefd, LLC | 4,095 | $213.8K | 0.00% | +3,095+309.5% | Added |
| Golden State Equity Partners | 4,050 | $211.4K | 0.05% | +39+1.0% | Added |
| Accurate Wealth Management, LLC | 3,942 | $210.3K | 0.07% | −248−5.9% | Reduced |
| Financial Network Wealth Advisors LLC | 4,020 | $209.8K | 0.22% | +4,020 | New |
| NBC Securities, Inc. | 3,978 | $207.0K | 0.02% | −96−2.4% | Reduced |
| Alberta Investment Management Corp | 3,900 | $203.6K | 0.00% | +3,900 | New |
| Symmetry Partners, LLC | 3,872 | $202.0K | 0.01% | +3,872 | New |
| Waters Parkerson & Co., LLC | 3,835 | $200.0K | 0.01% | +3,835 | New |
| Sound Income Strategies, LLC | 3,718 | $194.1K | 0.02% | 00.0% | Unchanged |