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 |
|---|---|---|---|---|---|
| Capstone Investment Advisors, LLC | 3,729 | $199.1K | 0.00% | −3,884−51.0% | Reduced |
| First National Advisers, LLC | 3,761 | $200.8K | 0.04% | +3,761 | New |
| PFG Investments, LLC | 3,788 | $202.2K | 0.01% | +3,788 | New |
| Symmetry Partners, LLC | 3,872 | $207.0K | 0.02% | 00.0% | Unchanged |
| Alberta Investment Management Corp | 3,900 | $208.2K | 0.00% | 00.0% | Unchanged |
| CIBC World Markets Inc. | 3,952 | $211.0K | 0.00% | +3,952 | New |
| Two Sigma Securities, LLC | 3,960 | $211.4K | 0.01% | +3,960 | New |
| Alpha Family Trust | 3,970 | $211.9K | 0.13% | +3,970 | New |
| Stelac Advisory Services LLC | 4,000 | $213.5K | 0.10% | +4,000 | New |
| Financial Network Wealth Advisors LLC | 4,020 | $214.6K | 0.21% | 00.0% | Unchanged |
| Sound View Wealth Advisors Group, LLC | 4,025 | $214.9K | 0.02% | −402−9.1% | Reduced |
| NBC Securities, Inc. | 4,028 | $215.0K | 0.02% | +50+1.3% | Added |
| Uncommon Cents Investing LLC | 4,080 | $217.8K | 0.07% | +4,080 | New |
| Vident Advisory, LLC | 4,101 | $218.9K | 0.00% | +4,101 | New |
| Wolverine Trading, LLC | 4,111 | $219.4K | 0.00% | +4,111 | New |
| Valeo Financial Advisors, LLC | 4,198 | $220.3K | 0.01% | +4,198 | New |
| V-Square Quantitative Management LLC | 4,131 | $220.5K | 0.04% | 00.0% | Unchanged |
| D.A. Davidson & Co. | 4,152 | $221.7K | 0.00% | −67−1.6% | Reduced |
| Krane Funds Advisors LLC | 4,220 | $225.1K | 0.01% | −4,861−53.5% | Reduced |
| Sound Stewardship, LLC | 4,226 | $225.6K | 0.14% | 00.0% | Unchanged |
| Artisan Partners Limited Partnership | 4,308 | $230.0K | 0.00% | +4,308 | New |
| Simplex Trading, LLC | 4,332 | $231.0K | 0.01% | +2,954+214.4% | Added |
| Cornerstone Wealth Management, LLC | 4,357 | $232.6K | 0.02% | −63−1.4% | Reduced |
| New Century Financial Group, LLC | 4,395 | $234.6K | 0.16% | −710−13.9% | Reduced |
| Martingale Asset Management L P | 4,400 | $234.9K | 0.00% | −173,270−97.5% | Reduced |
| Walker Asset Management, LLC | 4,405 | $235.1K | 0.16% | +43+1.0% | Added |
| Bailard, Inc. | 4,460 | $238.1K | 0.01% | −32,426−87.9% | Reduced |
| Larson Financial Group LLC | 4,517 | $241.1K | 0.02% | +2,023+81.1% | Added |
| MainStreet Investment Advisors LLC | 4,523 | $241.4K | 0.03% | −946−17.3% | Reduced |
| Integris Wealth Management, LLC | 4,570 | $243.9K | 0.07% | 00.0% | Unchanged |
| Kingswood Wealth Advisors, LLC | 4,573 | $244.1K | 0.03% | +300+7.0% | Added |
| Black Diamond Financial, LLC | 4,729 | $246.9K | 0.07% | 00.0% | Unchanged |
| Royal Fund Management, LLC | 4,633 | $247.3K | 0.03% | +20+0.4% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 4,675 | $250.0K | 0.00% | −1,668−26.3% | Reduced |
| Delap Wealth Advisory, LLC | 4,756 | $253.9K | 0.10% | +4,756 | New |
| Modern Wealth Management, LLC | 4,756 | $253.9K | 0.02% | +420+9.7% | Added |
| NorthRock Partners, LLC | 4,888 | $260.9K | 0.01% | +268+5.8% | Added |
| Tocqueville Asset Management L.P. | 4,900 | $261.6K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 4,922 | $262.7K | 0.01% | +10.0% | Added |
| Meeder Advisory Services, Inc. | 4,945 | $264.0K | 0.03% | +4,945 | New |
| Central Trust Co | 4,991 | $266.4K | 0.01% | 00.0% | Unchanged |
| Garrett Investment Advisors LLC | 4,996 | $266.7K | 0.03% | −101−2.0% | Reduced |
| Syon Capital LLC | 5,020 | $268.0K | 0.03% | +398+8.6% | Added |
| Systematic Portfolios LLC | 5,066 | $270.4K | 0.93% | +5,066 | New |
| Capula Management Ltd | 5,074 | $270.9K | 0.01% | +5,074 | New |
| NEOS Investment Management LLC | 5,084 | $271.4K | 0.02% | +5,084 | New |
| GoalVest Advisory LLC | 5,093 | $271.9K | 0.09% | 00.0% | Unchanged |
| GAMMA Investing LLC | 5,102 | $272.3K | 0.06% | +1,314+34.7% | Added |
| Regions Financial Corp | 5,246 | $280.0K | 0.00% | −428−7.5% | Reduced |
| Atomi Financial Group, Inc. | 5,354 | $285.8K | 0.03% | +5,354 | New |
| Vista Investment Partners LLC | 5,358 | $286.0K | 0.10% | −44−0.8% | Reduced |
| Quadrature Capital Ltd | 5,377 | $286.9K | 0.00% | −30,037−84.8% | Reduced |
| We Are One Seven, LLC | 5,389 | $287.7K | 0.01% | +817+17.9% | Added |
| O'Shaughnessy Asset Management, LLC | 5,425 | $289.6K | 0.00% | +5,425 | New |
| Schulhoff & Co Inc | 5,500 | $293.6K | 0.13% | 00.0% | Unchanged |
| Intrust Bank NA | 5,579 | $297.8K | 0.03% | −429−7.1% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 5,655 | $301.7K | 0.00% | 00.0% | Unchanged |
| HB Wealth Management, LLC | 5,725 | $305.6K | 0.00% | +1,060+22.7% | Added |
| Integrated Wealth Concepts LLC | 5,814 | $310.4K | 0.00% | −245−4.0% | Reduced |
| Garner Asset Management Corp | 5,825 | $311.0K | 0.16% | +446+8.3% | Added |
| TownSquare Capital, LLC | 5,871 | $313.4K | 0.00% | +663+12.7% | Added |
| Wealthcare Advisory Partners LLC | 5,874 | $313.6K | 0.01% | +5,874 | New |
| Tokio Marine Asset Management Co Ltd | 5,917 | $315.8K | 0.02% | +414+7.5% | Added |
| Jones Financial Companies LLLP | 5,984 | $319.4K | 0.00% | +3,037+103.1% | Added |
| Raymond James Trust N.A. | 5,988 | $319.6K | 0.01% | −806−11.9% | Reduced |
| Trust Co | 6,017 | $321.2K | 0.04% | 00.0% | Unchanged |
| Westwood Holdings Group Inc. | 6,076 | $324.0K | 0.00% | +466+8.3% | Added |
| Colony Group, LLC | 6,067 | $324.0K | 0.00% | +6,067 | New |
| Financial Advisory Service, Inc. | 6,092 | $325.2K | 0.03% | +160+2.7% | Added |
| Buckingham Strategic Partners | 6,092 | $325.2K | 0.01% | +6,092 | New |
| MML Investors Services, LLC | 6,116 | $326.0K | 0.00% | −56,374−90.2% | Reduced |
| Lincoln National Corp | 6,129 | $327.1K | 0.01% | +1,491+32.1% | Added |
| BKD Wealth Advisors, LLC | 6,159 | $328.8K | 0.01% | +169+2.8% | Added |
| Point72 Asia (Singapore) Pte. Ltd. | 6,172 | $329.5K | 0.09% | −54,497−89.8% | Reduced |
| Rakuten Investment Management, Inc. | 6,177 | $329.7K | 0.00% | +5,609+987.5% | Added |
| Park Avenue Securities LLC | 6,174 | $330.0K | 0.00% | −1,228−16.6% | Reduced |
| FineMark National Bank & Trust | 6,192 | $330.5K | 0.01% | −1,014−14.1% | Reduced |
| Waterfront Wealth Inc. | 6,441 | $337.6K | 0.09% | 00.0% | Unchanged |
| Resources Investment Advisors, LLC. | 6,341 | $338.5K | 0.01% | +788+14.2% | Added |
| KCM Investment Advisors LLC | 6,452 | $344.4K | 0.01% | −411−6.0% | Reduced |
| Equitable Holdings, Inc. | 6,461 | $344.9K | 0.00% | −205−3.1% | Reduced |
| Evergreen Capital Management LLC | 6,462 | $344.9K | 0.01% | +1,494+30.1% | Added |
| IHT Wealth Management, LLC | 6,479 | $345.9K | 0.01% | −289−4.3% | Reduced |
| Chicago Partners Investment Group LLC | 6,708 | $350.5K | 0.01% | +10.0% | Added |
| Kornitzer Capital Management Inc | 6,579 | $351.2K | 0.01% | −90−1.3% | Reduced |
| Verity Asset Management, Inc. | 6,633 | $354.1K | 0.20% | +2,300+53.1% | Added |
| Signaturefd, LLC | 6,701 | $357.7K | 0.01% | +2,606+63.6% | Added |
| Warren Averett Asset Management, LLC | 6,928 | $369.8K | 0.01% | +6,928 | New |
| Vaughan David Investments LLC | 6,967 | $372.0K | 0.01% | −604,901−98.9% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 6,973 | $372.2K | 0.00% | +178+2.6% | Added |
| Convergence Investment Partners, LLC | 6,999 | $374.0K | 0.14% | +6,999 | New |
| Ti-Trust, Inc | 7,047 | $376.2K | 0.28% | +7,047 | New |
| Coldstream Capital Management Inc | 7,091 | $378.5K | 0.01% | +1,881+36.1% | Added |
| Novak & Powell Financial Services, Inc. | 7,185 | $383.6K | 0.29% | +85+1.2% | Added |
| Prime Capital Investment Advisors, LLC | 7,206 | $384.6K | 0.01% | +55+0.8% | Added |
| Naples Global Advisors, LLC | 7,238 | $386.4K | 0.04% | −534−6.9% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 7,290 | $389.1K | 0.01% | +19+0.3% | Added |
| Atria Wealth Solutions, Inc. | 7,374 | $393.6K | 0.00% | −3,515−32.3% | Reduced |
| Sherbrooke Park Advisers LLC | 7,386 | $394.3K | 0.08% | +7,386 | New |
| Metis Global Partners, LLC | 7,391 | $394.5K | 0.01% | −43−0.6% | Reduced |