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 |
|---|---|---|---|---|---|
| Trilogy Capital Inc. | 52,238 | $2.79M | 0.16% | +339+0.7% | Added |
| The PNC Financial Services Group, Inc. | 52,200 | $2.79M | 0.00% | +17,306+49.6% | Added |
| Cetera Investment Advisers | 51,538 | $2.75M | 0.01% | +20,538+66.3% | Added |
| Raymond James & Associates | 51,311 | $2.74M | 0.00% | −14,663−22.2% | Reduced |
| Jane Street Group, LLC | 50,872 | $2.72M | 0.00% | −486,704−90.5% | Reduced |
| Retirement Systems of Alabama | 50,703 | $2.71M | 0.01% | +74+0.1% | Added |
| Pictet Asset Management Holding SA | 49,741 | $2.65M | 0.00% | −5,516−10.0% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 48,086 | $2.57M | 0.05% | +16,808+53.7% | Added |
| Wealthfront Advisers LLC | 47,966 | $2.56M | 0.01% | +38,599+412.1% | Added |
| Soltis Investment Advisors LLC | 47,882 | $2.56M | 0.29% | +1,742+3.8% | Added |
| Texas Permanent School Fund | 47,485 | $2.53M | 0.02% | +1,180+2.5% | Added |
| Y-Intercept (Hong Kong) Ltd | 47,484 | $2.53M | 0.19% | +43,358+1,050.8% | Added |
| Brinker Capital Investments, LLC | 46,670 | $2.49M | 0.03% | −388−0.8% | Reduced |
| Orion Portfolio Solutions, LLC | 46,670 | $2.49M | 0.03% | −388−0.8% | Reduced |
| CI Private Wealth, LLC | 46,409 | $2.48M | 0.00% | +10,607+29.6% | Added |
| Point72 (DIFC) Ltd | 45,802 | $2.44M | 0.19% | +45,802 | New |
| State of Tennessee, Treasury Department | 45,519 | $2.43M | 0.01% | +10,703+30.7% | Added |
| QRG Capital Management, Inc. | 45,265 | $2.42M | 0.03% | +885+2.0% | Added |
| Icon Advisers Inc | 45,300 | $2.39M | 0.52% | −3,100−6.4% | Reduced |
| Mercer Global Advisors Inc | 43,919 | $2.34M | 0.01% | −669−1.5% | Reduced |
| Mariner, LLC | 43,006 | $2.30M | 0.00% | −1,650−3.7% | Reduced |
| Sagefield Capital LP | 42,946 | $2.29M | 0.28% | −20,090−31.9% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 42,375 | $2.26M | 0.03% | +1,299+3.2% | Added |
| Redwood Investment Management, LLC | 42,168 | $2.25M | 0.22% | +4,910+13.2% | Added |
| Headlands Technologies LLC | 41,119 | $2.19M | 0.53% | +1,110+2.8% | Added |
| Czech National Bank | 40,414 | $2.16M | 0.03% | +180+0.4% | Added |
| Community Bank of Raymore | 40,260 | $2.15M | 1.01% | −12,719−24.0% | Reduced |
| Utah Retirement Systems | 38,427 | $2.05M | 0.02% | 00.0% | Unchanged |
| CIBC Asset Management Inc | 38,345 | $2.05M | 0.01% | +810+2.2% | Added |
| Keeley-Teton Advisors, LLC | 37,950 | $2.03M | 0.25% | +210+0.6% | Added |
| Advisor Group Holdings, Inc. | 37,028 | $1.98M | 0.00% | −65,322−63.8% | Reduced |
| First PREMIER Bank | 36,908 | $1.97M | 0.52% | −1,137−3.0% | Reduced |
| US Bancorp | 36,878 | $1.97M | 0.00% | −2,362−6.0% | Reduced |
| Entropy Technologies, LP | 36,838 | $1.97M | 0.21% | +20,764+129.2% | Added |
| Commerce Bank | 36,056 | $1.92M | 0.01% | +3,197+9.7% | Added |
| Twin Capital Management Inc | 35,125 | $1.87M | 0.23% | −2,830−7.5% | Reduced |
| SG Americas Securities, LLC | 35,108 | $1.87M | 0.01% | +15,845+82.3% | Added |
| Janus Henderson Group PLC | 34,475 | $1.84M | 0.00% | +40.0% | Added |
| Conning Inc. | 34,345 | $1.83M | 0.06% | 00.0% | Unchanged |
| Pathway Financial Advisers, LLC | 33,979 | $1.81M | 0.65% | +12,940+61.5% | Added |
| Cerity Partners LLC | 33,934 | $1.81M | 0.00% | −26,385−43.7% | Reduced |
| Yousif Capital Management, LLC | 33,476 | $1.79M | 0.02% | −807−2.4% | Reduced |
| Qsemble Capital Management, LP | 33,240 | $1.77M | 0.39% | −1,706−4.9% | Reduced |
| Lido Advisors, LLC | 33,003 | $1.76M | 0.02% | +26,376+398.0% | Added |
| Allspring Global Investments Holdings, LLC | 32,675 | $1.74M | 0.00% | −61,572−65.3% | Reduced |
| CWM Advisors, LLC | 32,287 | $1.72M | 0.18% | +1,955+6.4% | Added |
| WealthTrust Axiom LLC | 32,052 | $1.71M | 0.55% | −1,095−3.3% | Reduced |
| Schroder Investment Management Group | 32,041 | $1.71M | 0.00% | −1,602−4.8% | Reduced |
| New York Life Investment Management LLC | 31,212 | $1.67M | 0.02% | −1,198−3.7% | Reduced |
| Xponance, Inc. | 30,770 | $1.64M | 0.02% | +2,046+7.1% | Added |
| Glenmede Trust Co NA | 30,434 | $1.62M | 0.01% | +6,240+25.8% | Added |
| ProShare Advisors LLC | 30,348 | $1.62M | 0.00% | −6,047−16.6% | Reduced |
| Green Square Capital Advisors LLC | 30,063 | $1.60M | 0.21% | +23,683+371.2% | Added |
| Clearbridge Investments, LLC | 29,819 | $1.59M | 0.00% | −5,820−16.3% | Reduced |
| Umb Bank N A | 29,682 | $1.58M | 0.03% | −1,457−4.7% | Reduced |
| Axq Capital, LP | 29,500 | $1.57M | 0.38% | −19,900−40.3% | Reduced |
| 1832 Asset Management L.P. | 29,492 | $1.57M | 0.00% | −1,146−3.7% | Reduced |
| DC Investments Management, LLC | 29,492 | $1.57M | 1.33% | +29,492 | New |
| Exchange Traded Concepts, LLC | 29,041 | $1.55M | 0.04% | +18,584+177.7% | Added |
| Edgestream Partners, L.P. | 28,815 | $1.54M | 0.08% | −12,969−31.0% | Reduced |
| Bokf, NA | 28,091 | $1.48M | 0.03% | +3,904+16.1% | Added |
| British Columbia Investment Management Corp | 27,405 | $1.46M | 0.01% | +973+3.7% | Added |
| Nissay Asset Management Corp | 26,625 | $1.42M | 0.01% | +487+1.9% | Added |
| JustInvest LLC | 26,567 | $1.42M | 0.03% | +3,457+15.0% | Added |
| Rafferty Asset Management, LLC | 26,436 | $1.41M | 0.01% | +810+3.2% | Added |
| Cullinan Associates Inc | 26,403 | $1.41M | 0.08% | +26,403 | New |
| HighTower Advisors, LLC | 25,927 | $1.39M | 0.00% | −37,931−59.4% | Reduced |
| Public Sector Pension Investment Board | 26,036 | $1.39M | 0.01% | −949−3.5% | Reduced |
| Atom Investors LP | 24,859 | $1.33M | 0.17% | −9,675−28.0% | Reduced |
| Vestcor Inc | 24,092 | $1.29M | 0.04% | −1,691−6.6% | Reduced |
| Baird Financial Group, Inc. | 23,976 | $1.28M | 0.00% | +1,928+8.7% | Added |
| Brookstone Capital Management | 23,945 | $1.28M | 0.02% | +3,699+18.3% | Added |
| Public Employees Retirement Association of Colorado | 23,883 | $1.27M | 0.01% | −3,155−11.7% | Reduced |
| Dynamic Advisor Solutions LLC | 23,588 | $1.26M | 0.04% | −218−0.9% | Reduced |
| National Pension Service | 23,414 | $1.25M | 0.00% | 00.0% | Unchanged |
| Cresset Asset Management, LLC | 23,148 | $1.24M | 0.01% | +6,840+41.9% | Added |
| CIBC World Markets Corp | 23,010 | $1.23M | 0.01% | −156,554−87.2% | Reduced |
| Daiwa Securities Group Inc. | 22,934 | $1.22M | 0.01% | +2,206+10.6% | Added |
| Prospera Financial Services Inc | 22,740 | $1.21M | 0.04% | +2,852+14.3% | Added |
| Winton Group Ltd | 22,432 | $1.20M | 0.08% | +22,432 | New |
| Centiva Capital, LP | 22,000 | $1.17M | 0.07% | +12,000+120.0% | Added |
| Pensionfund Sabic | 22,000 | $1.17M | 0.35% | 00.0% | Unchanged |
| Retirement Planning Group | 21,747 | $1.16M | 0.09% | −289−1.3% | Reduced |
| Advisors Asset Management, Inc. | 21,507 | $1.15M | 0.02% | −961−4.3% | Reduced |
| UniSuper Management Pty Ltd | 20,403 | $1.09M | 0.01% | +17,514+606.2% | Added |
| Cipher Capital LP | 20,331 | $1.09M | 0.50% | −7,920−28.0% | Reduced |
| Fifth Third Bancorp | 19,929 | $1.06M | 0.00% | +541+2.8% | Added |
| Brookmont Capital Management | 19,785 | $1.06M | 0.56% | +145+0.7% | Added |
| Adamsbrown Wealth Consultants LLC | 19,696 | $1.05M | 0.43% | −63−0.3% | Reduced |
| Oregon Public Employees Retirement Fund | 19,685 | $1.05M | 0.02% | −21,838−52.6% | Reduced |
| Gulf International Bank (UK) Ltd | 19,141 | $1.02M | 0.03% | 00.0% | Unchanged |
| Wealthspire Advisors, LLC | 19,009 | $1.01M | 0.01% | +192+1.0% | Added |
| Ci Investments Inc. | 18,901 | $1.01M | 0.00% | +2,669+16.4% | Added |
| Assetmark, Inc | 18,875 | $1.01M | 0.00% | −676−3.5% | Reduced |
| Teachers Retirement System of the State of Kentucky | 18,774 | $1.00M | 0.01% | −970−4.9% | Reduced |
| Truist Financial Corp | 18,434 | $984.0K | 0.00% | −70,022−79.2% | Reduced |
| DekaBank Deutsche Girozentrale | 18,435 | $976.0K | 0.00% | −20,099−52.2% | Reduced |
| Kestra Advisory Services, LLC | 17,720 | $945.9K | 0.01% | +142+0.8% | Added |
| LMCG Investments, LLC | 17,693 | $944.5K | 0.06% | −6,912−28.1% | Reduced |
| Unique Wealth Strategies, LLC | 17,596 | $939.3K | 0.46% | +17,596 | New |