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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.

Institutional holdersQ4 2023: 706 institutions
Q1 2021: 586 institutionsQ2 2021: 581 institutionsQ3 2021: 593 institutionsQ4 2021: 633 institutionsQ1 2022: 641 institutionsQ2 2022: 640 institutionsQ3 2022: 651 institutionsQ4 2022: 686 institutionsQ1 2023: 654 institutionsQ2 2023: 664 institutionsQ3 2023: 663 institutionsQ4 2023: 706 institutionsQ1 2024: 693 institutionsQ2 2024: 702 institutionsQ3 2024: 722 institutionsQ4 2024: 776 institutionsQ1 2025: 821 institutionsQ2 2025: 821 institutionsQ3 2025: 854 institutionsQ4 2025: 925 institutionsQ1 2026: 924 institutionsQ2 2026: 948 institutions
Value heldQ4 2023: $10.5B
Q1 2021: $11.3BQ2 2021: $11.9BQ3 2021: $12.3BQ4 2021: $13.7BQ1 2022: $13.0BQ2 2022: $12.5BQ3 2022: $11.4BQ4 2022: $12.0BQ1 2023: $11.8BQ2 2023: $11.1BQ3 2023: $9.73BQ4 2023: $10.5BQ1 2024: $10.4BQ2 2024: $10.4BQ3 2024: $12.3BQ4 2024: $12.5BQ1 2025: $13.9BQ2 2025: $14.3BQ3 2025: $16.3BQ4 2025: $15.4BQ1 2026: $17.6BQ2 2026: $18.8B
Institutions holding EVRG and their total value by quarter
QuarterHoldersValue
Q2 2026948$18.8B
Q1 2026924$17.6B
Q4 2025925$15.4B
Q3 2025854$16.3B
Q2 2025821$14.3B
Q1 2025821$13.9B
Q4 2024776$12.5B
Q3 2024722$12.3B
Q2 2024702$10.4B
Q1 2024693$10.4B
Q4 2023706$10.5B
Q3 2023663$9.73B
Q2 2023664$11.1B
Q1 2023654$11.8B
Q4 2022686$12.0B
Q3 2022651$11.4B
Q2 2022640$12.5B
Q1 2022641$13.0B
Q4 2021633$13.7B
Q3 2021593$12.3B
Q2 2021581$11.9B
Q1 2021586$11.3B

Institutions, Q4 2023

Shares, value and share of portfolio for each institution holding Evergy, Inc.; share changes are against Q3 2023.

Institutions holding EVRG in Q4 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Lindbrook Capital, LLC425$22.2K0.00%+141+49.6%Added
Valley National Advisers Inc439$22.0K0.00%+5+1.2%Added
Baystate Wealth Management LLC411$21.5K0.00%+84+25.7%Added
Smithfield Trust Co405$21.0K0.00%−574−58.6%Reduced
Dividend Assets Capital, LLC400$21.0K0.00%00.0%Unchanged
Farmers & Merchants Investments Inc383$20.0K0.00%00.0%Unchanged
Cambridge Trust Co375$19.6K0.00%00.0%Unchanged
Red Tortoise LLC365$19.1K0.01%−46−11.2%Reduced
Versant Capital Management, Inc355$18.5K0.01%+61+20.7%Added
Plante Moran Financial Advisors, LLC350$18.3K0.00%+350New
FSA Wealth Management LLC330$17.0K0.01%+330New
Global X Japan Co., Ltd.317$16.5K0.01%+317New
Greenwood Gearhart Inc314$16.4K0.00%+314New
Tortoise Investment Management, LLC312$16.3K0.00%00.0%Unchanged
Turtle Creek Wealth Advisors, LLC309$16.1K0.00%+309New
Foster Dykema Cabot & Partners, LLC307$16.0K0.00%+307New
First Command Advisory Services, Inc.300$15.7K0.00%00.0%Unchanged
Washington Trust Co298$15.6K0.00%−349−53.9%Reduced
Focused Wealth Management, Inc277$14.5K0.00%+3+1.1%Added
Zions Bancorporation, N.A.274$14.3K0.00%−410−59.9%Reduced
HHM Wealth Advisors, LLC270$14.1K0.00%+270New
Pacifica Partners Inc.275$14.1K0.01%00.0%Unchanged
Mark Sheptoff Financial Planning, LLC269$14.0K0.01%00.0%Unchanged
North Star Investment Management Corp.268$14.0K0.00%−8−2.9%Reduced
Wetzel Investment Advisors, Inc.259$14.0K0.01%+259New
Capital Advisors, Ltd. LLC241$13.0K0.00%−62−20.5%Reduced
Acadian Asset Management LLC260$13.0K0.00%00.0%Unchanged
WealthCollab, LLC236$12.3K0.01%+236New
Picton Mahoney Asset Management220$12.0K0.00%+220New
Rothschild Investment LLC229$12.0K0.00%+229New
Missouri Trust & Investment Co226$11.8K0.00%00.0%Unchanged
Evermay Wealth Management LLC220$11.5K0.00%00.0%Unchanged
Toth Financial Advisory Corp212$11.1K0.00%+118+125.5%Added
Vermillion & White Wealth Management Group, LLC209$10.9K0.01%+209New
GW&K Investment Management, LLC183$10.0K0.00%+60+48.8%Added
Bruce G. Allen Investments, LLC182$9.50K0.01%+182New
Sugarloaf Wealth Management, LLC176$9.19K0.00%00.0%Unchanged
CGC Financial Services, LLC164$8.56K0.00%00.0%Unchanged
Koesten, Hirschmann & Crabtree, INC.151$7.88K0.01%00.0%Unchanged
Paladin Advisory Group, LLC145$7.57K0.01%00.0%Unchanged
Brown Brothers Harriman & Co140$7.31K0.00%−175−55.6%Reduced
Horizon Bancorp Inc134$7.00K0.00%00.0%Unchanged
Avion Wealth133$7.00K0.00%+1+0.8%Added
Cornerstone Planning Group LLC134$7.00K0.00%−17−11.3%Reduced
Ritter Daniher Financial Advisory LLC119$6.21K0.00%00.0%Unchanged
Aspect Partners, LLC119$6.21K0.00%+119New
Private Wealth Management Group, LLC119$6.21K0.00%+119New
Prestige Wealth Management Group LLC115$6.00K0.00%−43−27.2%Reduced
TSFG, LLC113$6.00K0.00%00.0%Unchanged
Caldwell Trust Co113$5.90K0.00%00.0%Unchanged
Smartleaf Asset Management LLC87$5.89K0.00%+87New
SYSTM Wealth Solutions LLC111$5.78K0.00%+111New
Salem Investment Counselors Inc110$5.74K0.00%00.0%Unchanged
RFP Financial Group LLC109$5.69K0.00%00.0%Unchanged
New England Capital Financial Advisors LLC100$5.22K0.00%+100New
Armstrong Advisory Group, Inc98$5.12K0.00%−534−84.5%Reduced
Knights of Columbus Asset Advisors LLC98$5.12K0.00%+98New
Nelson, Van Denburg & Campbell Wealth Management Group, LLC96$5.01K0.00%−626−86.7%Reduced
Private Ocean, LLC96$5.01K0.00%00.0%Unchanged
Bartlett & Co. LLC89$5.00K0.00%00.0%Unchanged
Annis Gardner Whiting Capital Advisors, LLC93$4.86K0.00%−8−7.9%Reduced
Bartlett & Co. Wealth Management LLC89$4.65K0.00%00.0%Unchanged
Venturi Wealth Management, LLC89$4.65K0.00%+89New
Sofos Investments, Inc.84$4.51K0.00%−359−81.0%Reduced
Bell Investment Advisors, Inc86$4.49K0.00%+32+59.3%Added
Capital Analysts, LLC73$4.00K0.00%−87−54.4%Reduced
Gables Capital Management Inc.75$3.92K0.00%−25−25.0%Reduced
JNBA Financial Advisors73$3.81K0.00%00.0%Unchanged
Federation des caisses Desjardins du Quebec71$3.71K0.00%00.0%Unchanged
Hollencrest Capital Management65$3.39K0.00%00.0%Unchanged
Eagle Bay Advisors LLC64$3.34K0.00%−25−28.1%Reduced
Manchester Capital Management LLC54$2.82K0.00%+35+184.2%Added
POM Investment Strategies, LLC45$2.36K0.00%+45New
Fortitude Family Office, LLC41$2.14K0.00%+41New
Salomon & Ludwin, LLC39$1.98K0.00%00.0%Unchanged
JFS Wealth Advisors, LLC36$1.88K0.00%+11+44.0%Added
Raffa Wealth Management, LLC33$1.72K0.00%00.0%Unchanged
TFC Financial Management32$1.67K0.00%+32New
Kayne Anderson Rudnick Investment Management LLC29$1.51K0.00%+5+20.8%Added
Financial Management Professionals, Inc.23$1.00K0.00%−53−69.7%Reduced
Dunhill Financial, LLC15$7870.00%+15New
MCF Advisors LLC15$7840.00%+15New
Caitlin John, LLC15$7840.00%+15New
Beacon Capital Management, LLC15$7610.00%00.0%Unchanged
SJS Investment Consulting Inc.13$6790.00%−1−7.1%Reduced
Sandy Spring Bank12$6270.00%+12New
Sachetta, LLC12$6270.00%+12New
Delos Wealth Advisors, LLC11$5750.00%00.0%Unchanged
Tfo-TDC, LLC10$5220.00%00.0%Unchanged
Orion Capital Management LLC10$5220.00%00.0%Unchanged
DiNuzzo Private Wealth, Inc.10$5220.00%+10New
ClariVest Asset Management LLC9$4700.00%+9New
Abound Wealth Management9$4510.00%+9New
Clear Point Advisors Inc.8$4180.00%+8New
Johnson Financial Group, Inc.7$3660.00%+7New
Trust Co of Vermont7$3650.00%−1,578−99.6%Reduced
True Wealth Design, LLC5$2610.00%00.0%Unchanged
JJJ Advisors Inc.4$2090.00%−56−93.3%Reduced
Castleview Partners, LLC4$2090.00%+4New
WestEnd Advisors, LLC3$1570.00%−3−50.0%Reduced