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 |
|---|---|---|---|---|---|
| Veriti Management LLC | 7,433 | $396.8K | 0.03% | +3,092+71.2% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 7,581 | $404.7K | 0.03% | −603−7.4% | Reduced |
| AE Wealth Management LLC | 7,584 | $404.8K | 0.00% | −29,905−79.8% | Reduced |
| Norinchukin Bank, The | 7,587 | $405.0K | 0.01% | −99−1.3% | Reduced |
| Sunbelt Securities, Inc. | 7,611 | $406.3K | 0.05% | +3,901+105.1% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 7,640 | $407.8K | 0.02% | −1,516−16.6% | Reduced |
| Keybank National Association | 7,679 | $409.9K | 0.00% | −182−2.3% | Reduced |
| Empirical Finance, LLC | 7,763 | $414.4K | 0.03% | +283+3.8% | Added |
| XTX Topco Ltd | 7,798 | $416.3K | 0.06% | +7,798 | New |
| Jeppson Wealth Management, LLC | 7,870 | $420.1K | 0.16% | −238−2.9% | Reduced |
| D.B. Root & Company, LLC | 7,921 | $422.8K | 0.14% | 00.0% | Unchanged |
| Proequities, Inc. | 7,991 | $426.6K | 0.03% | −2,838−26.2% | Reduced |
| Nicolet Bankshares Inc | 8,000 | $427.0K | 0.11% | 00.0% | Unchanged |
| Transcend Wealth Collective, LLC | 8,000 | $427.0K | 0.03% | 00.0% | Unchanged |
| United Capital Financial Advisers, LLC | 8,046 | $429.5K | 0.00% | +1,752+27.8% | Added |
| Evoke Wealth, LLC | 8,153 | $435.2K | 0.01% | +8,153 | New |
| HighPoint Advisor Group LLC | 7,822 | $436.0K | 0.03% | −338−4.1% | Reduced |
| Stephenson National Bank & Trust | 8,189 | $437.1K | 0.15% | +8,189 | New |
| Twinbeech Capital LP | 8,252 | $440.5K | 0.01% | −264,130−97.0% | Reduced |
| Parallel Advisors, LLC | 8,320 | $444.1K | 0.01% | +306+3.8% | Added |
| Zacks Investment Management | 8,324 | $444.3K | 0.00% | −561,794−98.5% | Reduced |
| Pinebridge Investments, L.P. | 8,390 | $447.9K | 0.00% | −183−2.1% | Reduced |
| Westpac Banking Corp | 8,520 | $454.8K | 0.03% | −40,070−82.5% | Reduced |
| Profund Advisors LLC | 8,574 | $457.7K | 0.02% | −711−7.7% | Reduced |
| Agf Management Ltd | 8,672 | $462.9K | 0.00% | −54,381−86.2% | Reduced |
| GWM Advisors LLC | 8,716 | $465.2K | 0.00% | +2,797+47.3% | Added |
| Moody National Bank Trust Division | 8,765 | $467.9K | 0.04% | −135−1.5% | Reduced |
| Synovus Financial Corp | 8,813 | $470.4K | 0.01% | +160+1.8% | Added |
| Johnson Investment Counsel Inc | 8,835 | $471.6K | 0.01% | +717+8.8% | Added |
| Fairview Capital Investment Management, LLC | 9,000 | $480.4K | 0.03% | 00.0% | Unchanged |
| Smith, Moore & Co. | 9,043 | $482.7K | 0.05% | +10+0.1% | Added |
| Ieq Capital, LLC | 9,132 | $487.5K | 0.01% | +1,495+19.6% | Added |
| Metropolitan Life Insurance Co | 9,264 | $494.5K | 0.02% | −86−0.9% | Reduced |
| Iams Wealth Management, LLC | 10,104 | $503.1K | 0.31% | +1,322+15.1% | Added |
| CAPROCK Group, Inc. | 9,542 | $509.4K | 0.03% | +3,768+65.3% | Added |
| CoreFirst Bank & Trust | 9,590 | $511.9K | 0.32% | −3,075−24.3% | Reduced |
| Qtron Investments LLC | 9,601 | $512.5K | 0.07% | 00.0% | Unchanged |
| IFP Advisors, Inc | 9,689 | $517.2K | 0.02% | +144+1.5% | Added |
| Mattern Wealth Management LLC | 9,726 | $519.2K | 0.13% | +16+0.2% | Added |
| Nordea Investment Management AB | 9,803 | $523.0K | 0.00% | 00.0% | Unchanged |
| Trust Co of Kansas | 9,857 | $526.0K | 0.29% | +1,098+12.5% | Added |
| Crossmark Global Holdings, Inc. | 10,212 | $545.0K | 0.01% | −168−1.6% | Reduced |
| Teacher Retirement System of Texas | 10,368 | $553.0K | 0.00% | −191−1.8% | Reduced |
| Change Path, LLC | 10,353 | $553.0K | 0.02% | +1,583+18.1% | Added |
| Concurrent Investment Advisors, LLC | 10,505 | $560.8K | 0.02% | −9−0.1% | Reduced |
| Blair William & Co | 10,571 | $564.3K | 0.00% | +443+4.4% | Added |
| Midwest Financial Group LLC | 10,793 | $576.0K | 0.39% | −797−6.9% | Reduced |
| FORA Capital, LLC | 10,830 | $578.1K | 0.05% | −43,657−80.1% | Reduced |
| Moors & Cabot, Inc. | 11,285 | $602.4K | 0.03% | +724+6.9% | Added |
| Gibson Wealth Advisors LLC | 11,400 | $608.5K | 0.59% | +11,400 | New |
| New Mexico Educational Retirement Board | 11,550 | $617.0K | 0.02% | −400−3.3% | Reduced |
| Eqis Capital Management, Inc. | 11,607 | $619.6K | 0.05% | −6,665−36.5% | Reduced |
| Amica Mutual Insurance Co | 11,632 | $621.0K | 0.06% | 00.0% | Unchanged |
| Ethic Inc. | 12,038 | $642.6K | 0.02% | +12,038 | New |
| Intrua Financial, LLC | 12,060 | $643.8K | 0.10% | −11,683−49.2% | Reduced |
| Lion Street Advisors, LLC | 12,489 | $651.9K | 0.27% | 00.0% | Unchanged |
| Miller Howard Investments Inc | 12,226 | $652.6K | 0.02% | −4,212−25.6% | Reduced |
| KBC Group NV | 12,275 | $655.0K | 0.00% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 12,381 | $659.0K | 0.00% | +12,121+4,661.9% | Added |
| Coppell Advisory Solutions Corp. | 12,574 | $671.2K | 0.13% | +12,574 | New |
| Robeco Institutional Asset Management B.V. | 12,583 | $671.7K | 0.00% | −3,192−20.2% | Reduced |
| LaFleur & Godfrey LLC | 12,585 | $671.8K | 0.10% | +1,400+12.5% | Added |
| Hennion & Walsh Asset Management, Inc. | 13,118 | $700.2K | 0.04% | −167−1.3% | Reduced |
| Credit Agricole S A | 13,955 | $711.1K | 0.01% | +6,177+79.4% | Added |
| Louisiana State Employees Retirement System | 13,400 | $715.3K | 0.01% | −500−3.6% | Reduced |
| Janney Montgomery Scott LLC | 13,464 | $719.0K | 0.00% | +1,229+10.0% | Added |
| Securian Asset Management, Inc | 13,495 | $720.4K | 0.02% | −1,019−7.0% | Reduced |
| ClearAlpha Technologies LP | 14,051 | $750.0K | 0.32% | +4,319+44.4% | Added |
| Huber Capital Management LLC | 14,148 | $755.2K | 0.17% | −1,552−9.9% | Reduced |
| Shell Asset Management Co | 14,277 | $756.0K | 0.03% | −17,176−54.6% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 14,237 | $760.0K | 0.00% | −6,247−30.5% | Reduced |
| Private Advisor Group, LLC | 14,327 | $764.8K | 0.01% | +11+0.1% | Added |
| Edmonds Duncan Registered Investment Advisors, LLC | 14,359 | $766.5K | 0.19% | 00.0% | Unchanged |
| Credential Qtrade Securities Inc. | 14,539 | $776.1K | 0.04% | +2,557+21.3% | Added |
| Northwestern Mutual Wealth Management Co | 14,552 | $776.8K | 0.00% | −440−2.9% | Reduced |
| Hartford Investment Management Co | 14,685 | $783.9K | 0.03% | −787−5.1% | Reduced |
| Groupama Asset Managment | 14,813 | $790.7K | 0.01% | +14,813 | New |
| Pathstone Holdings, LLC | 14,979 | $799.6K | 0.00% | +822+5.8% | Added |
| Paradigm Asset Management Co LLC | 15,100 | $806.0K | 0.20% | 00.0% | Unchanged |
| Prudential PLC | 15,310 | $817.2K | 0.01% | −8,894−36.7% | Reduced |
| J.W. Cole Advisors, Inc. | 15,423 | $822.3K | 0.04% | −799−4.9% | Reduced |
| Pacer Advisors, Inc. | 15,624 | $834.0K | 0.00% | +416+2.7% | Added |
| Rockland Trust Co | 15,814 | $844.2K | 0.04% | +1,087+7.4% | Added |
| Tower Research Capital LLC (TRC) | 16,002 | $854.2K | 0.02% | −31,637−66.4% | Reduced |
| Albion Financial Group | 16,070 | $857.8K | 0.07% | 00.0% | Unchanged |
| Maryland State Retirement & Pension System | 17,360 | $868.1K | 0.02% | 00.0% | Unchanged |
| Wealth Enhancement Advisory Services, LLC | 16,394 | $875.1K | 0.00% | +1,649+11.2% | Added |
| Schnieders Capital Management LLC | 16,448 | $878.0K | 0.18% | −275−1.6% | Reduced |
| Financial Partners Group, Inc | 16,638 | $888.1K | 0.14% | −3,751−18.4% | Reduced |
| Bayesian Capital Management, LP | 16,900 | $902.1K | 0.09% | −12,000−41.5% | Reduced |
| SeaCrest Wealth Management, LLC | 16,943 | $904.4K | 0.11% | +1,062+6.7% | Added |
| Savant Capital, LLC | 17,043 | $909.8K | 0.01% | +12,311+260.2% | Added |
| Kentucky Retirement Systems | 17,446 | $931.3K | 0.03% | −934−5.1% | Reduced |
| Unique Wealth Strategies, LLC | 17,596 | $939.3K | 0.46% | +17,596 | New |
| LMCG Investments, LLC | 17,693 | $944.5K | 0.06% | −6,912−28.1% | Reduced |
| Kestra Advisory Services, LLC | 17,720 | $945.9K | 0.01% | +142+0.8% | Added |
| DekaBank Deutsche Girozentrale | 18,435 | $976.0K | 0.00% | −20,099−52.2% | Reduced |
| Truist Financial Corp | 18,434 | $984.0K | 0.00% | −70,022−79.2% | Reduced |
| Teachers Retirement System of the State of Kentucky | 18,774 | $1.00M | 0.01% | −970−4.9% | Reduced |
| Assetmark, Inc | 18,875 | $1.01M | 0.00% | −676−3.5% | Reduced |