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, Q1 2024
Institutional positions in Evergy, Inc. as of Mar 31, 2024. 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
- 693
- −5 vs. Q4 2023
- Shares held
- 195.4M
- −4.73M (−2.4%) vs. Q4 2023
- Total value
- $10.4B
- −$47.9M (−0.5%) vs. Q4 2023
- New holders
- 70
- 247 more added
- Sold out
- 75
- 257 more reduced
8 institutions that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2024
Shares, value and share of portfolio for each institution holding Evergy, Inc.; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| CNB Bank | 447 | $23.9K | 0.01% | 00.0% | Unchanged |
| Elequin Capital LP | 451 | $24.1K | 0.00% | +451 | New |
| Private Trust Co NA | 468 | $25.0K | 0.00% | −49−9.5% | Reduced |
| Carolina Wealth Advisors, LLC | 478 | $25.5K | 0.01% | 00.0% | Unchanged |
| Bank of New Hampshire | 478 | $25.5K | 0.01% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 482 | $25.7K | 0.00% | −25−4.9% | Reduced |
| Motco | 499 | $26.6K | 0.00% | −2−0.4% | Reduced |
| PSI Advisors, LLC | 500 | $26.7K | 0.01% | −499−49.9% | Reduced |
| CoreCap Advisors, LLC | 505 | $27.0K | 0.00% | +505 | New |
| Valley National Advisers Inc | 517 | $27.0K | 0.00% | +78+17.8% | Added |
| Truvestments Capital LLC | 506 | $27.0K | 0.01% | +6+1.2% | Added |
| Moisand Fitzgerald Tamayo, LLC | 534 | $28.5K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 540 | $28.8K | 0.01% | +185+52.1% | Added |
| CVA Family Office, LLC | 545 | $29.1K | 0.01% | −15−2.7% | Reduced |
| Independence Bank of Kentucky | 556 | $29.7K | 0.01% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 579 | $31.0K | 0.01% | −2,713−82.4% | Reduced |
| Key Financial Inc | 598 | $31.9K | 0.01% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 598 | $31.9K | 0.01% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 600 | $32.0K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 614 | $32.2K | 0.00% | −384−38.5% | Reduced |
| Mechanics Financial Corp | 605 | $32.3K | 0.02% | +85+16.3% | Added |
| M&R Capital Management Inc | 610 | $32.6K | 0.01% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 635 | $33.9K | 0.00% | +423+199.5% | Added |
| Deseret Mutual Benefit Administrators | 650 | $34.7K | 0.02% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 660 | $35.0K | 0.03% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 658 | $35.1K | 0.00% | −142−17.8% | Reduced |
| Rosenberg Matthew Hamilton | 666 | $35.1K | 0.01% | −668−50.1% | Reduced |
| Rothschild Investment LLC | 689 | $36.8K | 0.00% | +460+200.9% | Added |
| Tortoise Investment Management, LLC | 710 | $37.9K | 0.00% | +398+127.6% | Added |
| MV Capital Management, Inc. | 726 | $38.8K | 0.00% | −14−1.9% | Reduced |
| TD Private Client Wealth LLC | 734 | $39.2K | 0.00% | −1,421−65.9% | Reduced |
| Parkside Financial Bank & Trust | 737 | $39.3K | 0.01% | −48−6.1% | Reduced |
| Pinnacle Bancorp, Inc. | 740 | $39.5K | 0.01% | +27+3.8% | Added |
| Whittier Trust Co | 781 | $41.7K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 785 | $41.9K | 0.00% | +785 | New |
| Riverview Trust Co | 804 | $42.9K | 0.03% | +804 | New |
| City Holding Co | 808 | $43.1K | 0.01% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 824 | $44.0K | 0.00% | +399+93.9% | Added |
| Spire Wealth Management | 827 | $44.1K | 0.00% | −254−23.5% | Reduced |
| City State Bank | 835 | $45.0K | 0.02% | +27+3.3% | Added |
| Whittier Trust Co of Nevada Inc | 854 | $45.6K | 0.00% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 855 | $45.6K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 865 | $46.2K | 0.00% | −38−4.2% | Reduced |
| Rocky Mountain Advisers, LLC | 886 | $47.3K | 0.01% | 00.0% | Unchanged |
| Asset Dedication, LLC | 885 | $48.0K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 911 | $48.6K | 0.00% | +93+11.4% | Added |
| Caldwell Sutter Capital, Inc. | 956 | $51.0K | 0.02% | 00.0% | Unchanged |
| Mowery & Schoenfeld Wealth Management, LLC | 976 | $52.1K | 0.10% | 00.0% | Unchanged |
| Rogco, LP | 983 | $52.5K | 0.02% | −980−49.9% | Reduced |
| HM Payson & Co | 1,000 | $53.4K | 0.00% | −125−11.1% | Reduced |
| First Financial Corp | 1,000 | $53.4K | 0.03% | 00.0% | Unchanged |
| Montag A & Associates Inc | 1,000 | $53.4K | 0.00% | 00.0% | Unchanged |
| Ruedi Wealth Management, Inc. | 1,000 | $53.4K | 0.02% | 00.0% | Unchanged |
| ICA Group Wealth Management, LLC | 1,000 | $53.4K | 0.01% | 00.0% | Unchanged |
| Crewe Advisors LLC | 1,002 | $53.5K | 0.01% | +1,002 | New |
| Delta Asset Management LLC | 1,005 | $53.6K | 0.00% | −25−2.4% | Reduced |
| Glass Jacobson Investment Advisors llc | 1,010 | $53.9K | 0.02% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 1,064 | $56.8K | 0.07% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 1,070 | $57.1K | 0.02% | 00.0% | Unchanged |
| Retirement Group, LLC | 1,074 | $57.3K | 0.02% | +250+30.3% | Added |
| Continuum Advisory, LLC | 1,069 | $59.6K | 0.01% | +1,069 | New |
| Hantz Financial Services, Inc. | 1,162 | $62.0K | 0.00% | −59,254−98.1% | Reduced |
| Westside Investment Management, Inc. | 1,174 | $62.7K | 0.02% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 1,227 | $65.5K | 0.00% | +3+0.2% | Added |
| Harbour Investments, Inc. | 1,257 | $67.1K | 0.00% | −10−0.8% | Reduced |
| Ronald Blue Trust, Inc. | 1,275 | $68.0K | 0.00% | +58+4.8% | Added |
| Loomis Sayles & Co L P | 1,308 | $70.0K | 0.00% | −239−15.4% | Reduced |
| Hilltop National Bank | 1,380 | $73.7K | 0.03% | +1,380 | New |
| GPS Wealth Strategies Group, LLC | 1,518 | $81.0K | 0.01% | 00.0% | Unchanged |
| Gen-Wealth Partners Inc | 1,519 | $81.1K | 0.04% | +1,519 | New |
| Centennial Bank | 1,554 | $83.0K | 0.04% | 00.0% | Unchanged |
| Trust Co of Vermont | 1,585 | $84.6K | 0.00% | +1,578+22,542.9% | Added |
| Advantage Trust Co | 1,597 | $85.2K | 0.06% | 00.0% | Unchanged |
| BI Asset Management Fondsmaeglerselskab A/S | 1,612 | $86.0K | 0.00% | −273−14.5% | Reduced |
| Huntington National Bank | 1,629 | $87.0K | 0.00% | −94−5.5% | Reduced |
| Quadrant Capital Group LLC | 1,666 | $88.9K | 0.01% | −776−31.8% | Reduced |
| Walleye Capital LLC | 1,700 | $90.7K | 0.00% | +1,700 | New |
| Global Retirement Partners, LLC | 1,723 | $91.9K | 0.00% | −98−5.4% | Reduced |
| Ostrum Asset Management | 1,786 | $95.3K | 0.01% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 1,800 | $96.1K | 0.03% | +1,800 | New |
| Spirit of America Management Corp | 1,850 | $98.8K | 0.02% | +550+42.3% | Added |
| Quest Partners LLC | 1,941 | $103.6K | 0.02% | −9,337−82.8% | Reduced |
| Kelly Financial Services LLC | 2,054 | $109.6K | 0.04% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 2,085 | $110.0K | 0.01% | +1,481+245.2% | Added |
| Tucker Asset Management LLC | 2,137 | $114.1K | 0.03% | +424+24.8% | Added |
| Steward Partners Investment Advisory, LLC | 2,154 | $115.0K | 0.00% | +408+23.4% | Added |
| SRS Capital Advisors, Inc. | 2,211 | $118.0K | 0.01% | +27+1.2% | Added |
| Danske Bank A/S | 2,500 | $133.4K | 0.00% | +2,500 | New |
| Ameritas Investment Partners, Inc. | 2,553 | $136.3K | 0.00% | 00.0% | Unchanged |
| Peoples Bank | 2,655 | $141.7K | 0.11% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 2,800 | $149.5K | 0.04% | 00.0% | Unchanged |
| Bessemer Group Inc | 2,922 | $157.0K | 0.00% | +706+31.9% | Added |
| FinTrust Capital Advisors, LLC | 3,164 | $168.9K | 0.03% | 00.0% | Unchanged |
| Quent Capital, LLC | 3,205 | $171.1K | 0.02% | +16+0.5% | Added |
| Mather Group, LLC. | 3,333 | $174.0K | 0.00% | +3,333 | New |
| T. Rowe Price Investment Management, Inc. | 3,420 | $183.0K | 0.00% | +1,770+107.3% | Added |
| Allworth Financial LP | 3,625 | $193.5K | 0.00% | −1,602−30.6% | Reduced |
| Lazard Asset Management LLC | 3,645 | $194.0K | 0.00% | 00.0% | Unchanged |
| Horizon Investments, LLC | 3,655 | $195.1K | 0.01% | +94+2.6% | Added |
| Sound Income Strategies, LLC | 3,718 | $198.5K | 0.01% | 00.0% | Unchanged |