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 |
|---|---|---|---|---|---|
| Korea Investment CORP | 300,223 | $16.0M | 0.04% | −67,218−18.3% | Reduced |
| California State Teachers Retirement System | 309,114 | $16.5M | 0.02% | −11,586−3.6% | Reduced |
| Royal Bank of Canada | 310,130 | $16.6M | 0.00% | −54,641−15.0% | Reduced |
| LSV Asset Management | 313,600 | $16.7M | 0.03% | −73,400−19.0% | Reduced |
| CWM, LLC | 314,029 | $16.8M | 0.08% | +3,999+1.3% | Added |
| CIBC Private Wealth Group, LLC | 322,634 | $17.0M | 0.03% | +322,634 | New |
| Qube Research & Technologies Ltd | 320,272 | $17.1M | 0.03% | −802,388−71.5% | Reduced |
| Gamco Investors, Inc. Et Al | 330,805 | $17.7M | 0.18% | −7,979−2.4% | Reduced |
| SEI Investments Co | 334,224 | $17.8M | 0.03% | +52,220+18.5% | Added |
| Aventail Capital Group, LP | 335,050 | $17.9M | 1.37% | +155,050+86.1% | Added |
| Arrowstreet Capital, Limited Partnership | 335,442 | $17.9M | 0.02% | +300,949+872.5% | Added |
| Tudor Investment Corp Et Al | 346,982 | $18.5M | 0.23% | −50,897−12.8% | Reduced |
| Alliancebernstein L.P. | 347,888 | $18.6M | 0.01% | −28,247−7.5% | Reduced |
| GW Henssler & Associates Ltd | 348,278 | $18.6M | 1.09% | +106,236+43.9% | Added |
| Greenland Capital Management LP | 353,400 | $18.9M | 3.12% | +167,088+89.7% | Added |
| State Board of Administration of Florida Retirement System | 316,455 | $19.3M | 0.05% | +31,985+11.2% | Added |
| Credit Suisse AG | 376,421 | $20.1M | 0.02% | +14,945+4.1% | Added |
| Rhumbline Advisers | 388,776 | $20.8M | 0.02% | −553−0.1% | Reduced |
| Eagle Asset Management Inc | 415,362 | $21.9M | 0.11% | −1,703−0.4% | Reduced |
| HITE Hedge Asset Management LLC | 414,105 | $22.1M | 2.21% | +374,434+943.8% | Added |
| Russell Investments Group, Ltd. | 428,264 | $22.9M | 0.04% | +222,084+107.7% | Added |
| Alps Advisors Inc | 447,291 | $23.9M | 0.17% | +12,218+2.8% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 447,928 | $23.9M | 0.16% | +27,741+6.6% | Added |
| Cohen & Steers, Inc. | 474,479 | $25.3M | 0.05% | −92,300−16.3% | Reduced |
| Guggenheim Capital LLC | 478,816 | $25.6M | 0.18% | −12,642−2.6% | Reduced |
| AQR Capital Management LLC | 481,597 | $25.7M | 0.04% | −154,684−24.3% | Reduced |
| D. E. Shaw & Co., Inc. | 490,001 | $26.2M | 0.03% | +377,936+337.2% | Added |
| Hudson Bay Capital Management LP | 514,718 | $27.5M | 0.24% | −36,366−6.6% | Reduced |
| Citigroup Inc | 547,145 | $29.2M | 0.03% | −176,860−24.4% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 547,982 | $29.3M | 0.02% | −19,726−3.5% | Reduced |
| Deutsche Bank AG | 552,494 | $29.5M | 0.01% | +27,421+5.2% | Added |
| Yaupon Capital Management LP | 573,710 | $30.6M | 2.64% | +330,969+136.3% | Added |
| Captrust Financial Advisors | 608,862 | $32.5M | 0.12% | +115,659+23.5% | Added |
| National Bank of Canada | 652,401 | $36.2M | 0.06% | +372,314+132.9% | Added |
| Schonfeld Strategic Advisors LLC | 686,639 | $36.7M | 0.29% | +514,824+299.6% | Added |
| Barclays PLC | 687,288 | $36.7M | 0.02% | −21,591−3.0% | Reduced |
| Swiss National Bank | 687,926 | $36.7M | 0.03% | −30,400−4.2% | Reduced |
| RNC Capital Management LLC | 702,889 | $37.5M | 2.14% | +116,756+19.9% | Added |
| Jennison Associates LLC | 702,998 | $37.5M | 0.03% | +702,998 | New |
| BNP Paribas Arbitrage, SA | 712,536 | $38.0M | 0.05% | −80,203−10.1% | Reduced |
| Adage Capital Partners GP, L.L.C. | 712,782 | $38.0M | 0.07% | −372,900−34.3% | Reduced |
| Manufacturers Life Insurance Company, The | 721,682 | $38.5M | 0.04% | +28,740+4.1% | Added |
| Allianz Asset Management GmbH | 721,787 | $38.5M | 0.06% | −70,075−8.8% | Reduced |
| Thrivent Financial for Lutherans | 754,498 | $40.3M | 0.08% | +17,585+2.4% | Added |
| Assenagon Asset Management S.A. | 771,022 | $41.2M | 0.11% | −745,795−49.2% | Reduced |
| Victory Capital Management Inc | 789,664 | $42.2M | 0.04% | −172,025−17.9% | Reduced |
| UBS Asset Management Americas Inc | 813,796 | $43.4M | 0.02% | −15,479−1.9% | Reduced |
| Old Republic International Corporation | 830,246 | $44.3M | 1.74% | 00.0% | Unchanged |
| Bank of Montreal | 903,011 | $48.3M | 0.02% | −1,082,815−54.5% | Reduced |
| APG Asset Management N.V. | 1,004,592 | $49.7M | 0.09% | −23,077−2.2% | Reduced |
| Empower Advisory Group, LLC | 1,067,298 | $57.0M | 0.21% | +143,422+15.5% | Added |
| Goldman Sachs Group Inc | 1,069,959 | $57.1M | 0.01% | −13,916−1.3% | Reduced |
| UBS Group AG | 1,095,639 | $58.5M | 0.02% | −396,949−26.6% | Reduced |
| Energy Income Partners, LLC | 1,107,443 | $59.1M | 1.21% | +108,367+10.8% | Added |
| HSBC Holdings PLC | 1,117,966 | $59.7M | 0.04% | +100,182+9.8% | Added |
| Verition Fund Management LLC | 1,118,361 | $59.7M | 0.57% | +1,073,610+2,399.1% | Added |
| Dimensional Fund Advisors LP | 1,153,308 | $61.6M | 0.02% | +149,155+14.9% | Added |
| Balyasny Asset Management LLC | 1,181,696 | $63.1M | 0.16% | −539,219−31.3% | Reduced |
| Massachusetts Financial Services Co | 1,238,495 | $66.1M | 0.02% | −293,714−19.2% | Reduced |
| Citadel Advisors LLC | 1,253,153 | $66.9M | 0.06% | −504,462−28.7% | Reduced |
| Gabelli Funds LLC | 1,262,307 | $67.4M | 0.50% | −69,000−5.2% | Reduced |
| California Public Employees Retirement System | 1,320,785 | $70.5M | 0.05% | −85,578−6.1% | Reduced |
| Nuveen Asset Management, LLC | 1,280,836 | $71.3M | 0.02% | +633,541+97.9% | Added |
| Duff & Phelps Investment Management Co | 1,368,356 | $73.0M | 0.87% | +160,000+13.2% | Added |
| JPMorgan Chase & Co | 1,427,768 | $76.2M | 0.01% | +170,368+13.5% | Added |
| Charles Schwab Investment Management Inc | 1,461,641 | $78.0M | 0.02% | +48,407+3.4% | Added |
| Voloridge Investment Management, LLC | 1,582,883 | $84.5M | 0.31% | +773,805+95.6% | Added |
| Price T Rowe Associates Inc | 1,635,174 | $87.3M | 0.01% | −2,563,670−61.1% | Reduced |
| Two Sigma Advisers, LP | 1,710,800 | $91.3M | 0.21% | +115,400+7.2% | Added |
| ExodusPoint Capital Management, LP | 1,728,628 | $92.3M | 1.14% | −859,250−33.2% | Reduced |
| Bank of America Corp | 1,825,751 | $97.5M | 0.01% | +1,290,514+241.1% | Added |
| Two Sigma Investments, LP | 1,845,264 | $98.5M | 0.24% | −160,798−8.0% | Reduced |
| Legal & General Group Plc | 1,955,070 | $104.4M | 0.03% | −69,597−3.4% | Reduced |
| First Trust Advisors LP | 1,990,024 | $106.2M | 0.11% | −105,827−5.0% | Reduced |
| Thompson Siegel & Walmsley LLC | 2,001,941 | $106.9M | 1.64% | +356,573+21.7% | Added |
| FMR LLC | 2,020,085 | $107.8M | 0.01% | −1,108,438−35.4% | Reduced |
| Manning & Napier Group, LLC | 2,181,289 | $116.4M | 1.33% | −2,499−0.1% | Reduced |
| Zimmer Partners, LP | 2,326,385 | $124.2M | 2.70% | +2,062,434+781.4% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 2,686,541 | $141.8M | 0.32% | +134,236+5.3% | Added |
| Millennium Management LLC | 2,656,626 | $141.8M | 0.12% | +546,894+25.9% | Added |
| Bluescape Energy Partners LLC | 2,657,473 | $141.9M | 31.74% | 00.0% | Unchanged |
| Bank of New York Mellon Corp | 2,799,616 | $149.4M | 0.03% | −16,419−0.6% | Reduced |
| Northern Trust Corp | 2,808,223 | $149.9M | 0.03% | −87,482−3.0% | Reduced |
| Federated Hermes, Inc. | 2,938,219 | $156.8M | 0.36% | −4,196−0.1% | Reduced |
| Morgan Stanley | 3,295,614 | $175.9M | 0.01% | +112,696+3.5% | Added |
| American Century Companies Inc | 3,391,444 | $181.0M | 0.11% | +476,343+16.3% | Added |
| Point72 Asset Management, L.P. | 3,753,700 | $200.4M | 0.58% | +141,500+3.9% | Added |
| Franklin Resources Inc | 5,102,367 | $272.4M | 0.09% | +42,963+0.8% | Added |
| Invesco Ltd. | 5,482,352 | $292.6M | 0.06% | +1,048,452+23.6% | Added |
| Geode Capital Management, LLC | 5,673,145 | $302.1M | 0.03% | +239,243+4.4% | Added |
| BlackRock Inc. | 15,960,970 | $852.0M | 0.02% | −1,173,181−6.8% | Reduced |
| State Street Corp | 17,019,929 | $908.5M | 0.04% | +3,476,662+25.7% | Added |
| Vanguard Group Inc | 31,046,328 | $1.66B | 0.03% | +288,913+0.9% | Added |
| Epoch Investment Partners, Inc. | 0 | $0 | 0.00% | −941,612−100.0% | Sold out |
| Healthcare of Ontario Pension Plan Trust Fund | 0 | $0 | 0.00% | −400,000−100.0% | Sold out |
| Silvercrest Asset Management Group LLC | 0 | $0 | 0.00% | −124,432−100.0% | Sold out |
| Old Mission Capital LLC | 0 | $0 | 0.00% | −123,492−100.0% | Sold out |
| Jefferies Financial Group Inc. | 0 | $0 | 0.00% | −122,910−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −97,407−100.0% | Sold out |
| Mirabella Financial Services LLP | 0 | $0 | 0.00% | −93,776−100.0% | Sold out |