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 |
|---|---|---|---|---|---|
| Sunbelt Securities, Inc. | 3,710 | $193.6K | 0.02% | +58+1.6% | Added |
| GAMMA Investing LLC | 3,788 | $192.3K | 0.05% | +3,788 | New |
| Lazard Asset Management LLC | 3,645 | $190.0K | 0.00% | 00.0% | Unchanged |
| Horizon Investments, LLC | 3,561 | $185.9K | 0.01% | +151+4.4% | Added |
| Benjamin Edwards Inc | 3,292 | $172.0K | 0.04% | −64−1.9% | Reduced |
| Quent Capital, LLC | 3,189 | $166.5K | 0.02% | −29−0.9% | Reduced |
| FinTrust Capital Advisors, LLC | 3,164 | $165.2K | 0.03% | +2,617+478.4% | Added |
| Jones Financial Companies LLLP | 2,947 | $153.8K | 0.00% | +862+41.3% | Added |
| UniSuper Management Pty Ltd | 2,889 | $150.8K | 0.00% | +1,289+80.6% | Added |
| McGlone Suttner Wealth Management, Inc. | 2,880 | $150.3K | 0.03% | +2,880 | New |
| Riggs Asset Managment Co. Inc. | 2,800 | $146.2K | 0.05% | 00.0% | Unchanged |
| Peoples Bank | 2,655 | $138.6K | 0.11% | −100−3.6% | Reduced |
| Ameritas Investment Partners, Inc. | 2,553 | $133.3K | 0.00% | −319−11.1% | Reduced |
| Larson Financial Group LLC | 2,494 | $130.2K | 0.01% | +11+0.4% | Added |
| Quadrant Capital Group LLC | 2,442 | $127.5K | 0.01% | +646+36.0% | Added |
| Tompkins Financial Corp | 2,224 | $116.1K | 0.01% | 00.0% | Unchanged |
| Bessemer Group Inc | 2,216 | $115.0K | 0.00% | +1,089+96.6% | Added |
| SRS Capital Advisors, Inc. | 2,184 | $114.0K | 0.01% | −594−21.4% | Reduced |
| TD Private Client Wealth LLC | 2,155 | $112.5K | 0.00% | −32,654−93.8% | Reduced |
| Kelly Financial Services LLC | 2,054 | $107.2K | 0.04% | 00.0% | Unchanged |
| Rogco, LP | 1,963 | $102.5K | 0.04% | −300−13.3% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 1,885 | $98.0K | 0.00% | −485−20.5% | Reduced |
| Global Retirement Partners, LLC | 1,821 | $96.3K | 0.00% | +216+13.5% | Added |
| BKM Wealth Management, LLC | 1,825 | $95.3K | 0.04% | +1,825 | New |
| Ostrum Asset Management | 1,786 | $93.2K | 0.01% | +8+0.4% | Added |
| Steward Partners Investment Advisory, LLC | 1,746 | $91.1K | 0.00% | −154−8.1% | Reduced |
| Huntington National Bank | 1,723 | $89.9K | 0.00% | +194+12.7% | Added |
| Tucker Asset Management LLC | 1,713 | $89.4K | 0.02% | +374+27.9% | Added |
| T. Rowe Price Investment Management, Inc. | 1,650 | $87.0K | 0.00% | +1,650 | New |
| Advantage Trust Co | 1,597 | $83.4K | 0.07% | +1,597 | New |
| Centennial Bank | 1,554 | $81.1K | 0.05% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 1,547 | $81.0K | 0.00% | +897+138.0% | Added |
| GPS Wealth Strategies Group, LLC | 1,518 | $79.3K | 0.01% | 00.0% | Unchanged |
| Simplex Trading, LLC | 1,378 | $71.0K | 0.00% | +1,378 | New |
| Rosenberg Matthew Hamilton | 1,334 | $69.6K | 0.02% | 00.0% | Unchanged |
| Spirit of America Management Corp | 1,300 | $67.9K | 0.01% | 00.0% | Unchanged |
| REAP Financial Group, LLC | 1,288 | $67.2K | 0.02% | +1,288 | New |
| Harbour Investments, Inc. | 1,267 | $66.1K | 0.00% | +335+35.9% | Added |
| Geneos Wealth Management Inc. | 1,224 | $63.9K | 0.00% | +3+0.2% | Added |
| American State Bank (Iowa) | 1,196 | $62.4K | 0.04% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 1,217 | $62.0K | 0.00% | +316+35.1% | Added |
| Westside Investment Management, Inc. | 1,174 | $61.3K | 0.02% | 00.0% | Unchanged |
| HM Payson & Co | 1,125 | $58.7K | 0.00% | +125+12.5% | Added |
| LGT Financial Advisors LLC | 1,064 | $55.5K | 0.07% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 1,070 | $55.0K | 0.02% | 00.0% | Unchanged |
| Spire Wealth Management | 1,081 | $54.5K | 0.00% | +229+26.9% | Added |
| Penserra Capital Management LLC | 1,046 | $54.0K | 0.00% | −223−17.6% | Reduced |
| Delta Asset Management LLC | 1,030 | $53.8K | 0.01% | −250−19.5% | Reduced |
| Glass Jacobson Investment Advisors llc | 1,010 | $52.7K | 0.02% | 00.0% | Unchanged |
| First Financial Corp | 1,000 | $52.2K | 0.03% | 00.0% | Unchanged |
| Montag A & Associates Inc | 1,000 | $52.2K | 0.00% | 00.0% | Unchanged |
| Ruedi Wealth Management, Inc. | 1,000 | $52.2K | 0.02% | 00.0% | Unchanged |
| ICA Group Wealth Management, LLC | 1,000 | $52.2K | 0.01% | +1,000 | New |
| PSI Advisors, LLC | 999 | $52.1K | 0.02% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 998 | $52.1K | 0.00% | +748+299.2% | Added |
| Mowery & Schoenfeld Wealth Management, LLC | 976 | $50.9K | 0.10% | +976 | New |
| Caldwell Sutter Capital, Inc. | 956 | $49.9K | 0.03% | 00.0% | Unchanged |
| EntryPoint Capital, LLC | 933 | $48.7K | 0.05% | +933 | New |
| First Horizon Advisors, Inc. | 903 | $47.2K | 0.00% | −45−4.7% | Reduced |
| Asset Dedication, LLC | 885 | $47.0K | 0.00% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 894 | $47.0K | 0.00% | +10+1.1% | Added |
| Rocky Mountain Advisers, LLC | 886 | $46.2K | 0.02% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 855 | $44.6K | 0.00% | +200+30.5% | Added |
| Whittier Trust Co of Nevada Inc | 854 | $44.6K | 0.00% | +280+48.8% | Added |
| Retirement Group, LLC | 824 | $43.0K | 0.02% | +790+2,323.5% | Added |
| Principal Securities, Inc. | 818 | $42.7K | 0.00% | +818 | New |
| City Holding Co | 808 | $42.2K | 0.01% | 00.0% | Unchanged |
| City State Bank | 808 | $42.0K | 0.02% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 800 | $41.8K | 0.00% | 00.0% | Unchanged |
| Northwest Financial Advisors | 800 | $41.8K | 0.04% | +800 | New |
| Parkside Financial Bank & Trust | 785 | $41.0K | 0.01% | +403+105.5% | Added |
| Whittier Trust Co | 781 | $40.8K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 740 | $38.6K | 0.00% | +718+3,263.6% | Added |
| Pinnacle Bancorp, Inc. | 713 | $37.2K | 0.01% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 667 | $34.8K | 0.01% | +460+222.2% | Added |
| Pin Oak Investment Advisors Inc | 660 | $34.0K | 0.03% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 650 | $33.9K | 0.02% | −163−20.0% | Reduced |
| Gradient Investments LLC | 639 | $33.4K | 0.00% | −490−43.4% | Reduced |
| M&R Capital Management Inc | 610 | $31.8K | 0.01% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 604 | $31.6K | 0.00% | +320+112.7% | Added |
| Pacific Center for Financial Services | 598 | $31.2K | 0.01% | 00.0% | Unchanged |
| Key Financial Inc | 598 | $31.2K | 0.01% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 600 | $30.4K | 0.00% | 00.0% | Unchanged |
| Rakuten Investment Management, Inc. | 568 | $29.7K | 0.00% | +568 | New |
| CVA Family Office, LLC | 560 | $29.2K | 0.01% | +560 | New |
| Independence Bank of Kentucky | 556 | $29.0K | 0.01% | 00.0% | Unchanged |
| Financial Avengers, Inc. | 536 | $28.0K | 0.02% | +7+1.3% | Added |
| Moisand Fitzgerald Tamayo, LLC | 534 | $27.9K | 0.00% | 00.0% | Unchanged |
| Mechanics Financial Corp | 520 | $27.1K | 0.02% | 00.0% | Unchanged |
| Private Trust Co NA | 517 | $27.0K | 0.00% | +55+11.9% | Added |
| AdvisorNet Financial, Inc | 507 | $26.5K | 0.00% | +133+35.6% | Added |
| Motco | 501 | $26.2K | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 500 | $26.1K | 0.01% | +7+1.4% | Added |
| Bank of New Hampshire | 478 | $25.0K | 0.01% | 00.0% | Unchanged |
| Carolina Wealth Advisors, LLC | 478 | $25.0K | 0.01% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 445 | $24.1K | 0.00% | −110−19.8% | Reduced |
| Covestor Ltd | 451 | $24.0K | 0.02% | +15+3.4% | Added |
| Glassman Wealth Services | 450 | $23.5K | 0.00% | +235+109.3% | Added |
| CNB Bank | 447 | $23.3K | 0.01% | 00.0% | Unchanged |
| Colonial Trust Advisors | 429 | $22.4K | 0.00% | −17−3.8% | Reduced |