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 |
|---|---|---|---|---|---|
| Kentucky Retirement Systems | 17,446 | $931.3K | 0.03% | −934−5.1% | Reduced |
| Savant Capital, LLC | 17,043 | $909.8K | 0.01% | +12,311+260.2% | Added |
| SeaCrest Wealth Management, LLC | 16,943 | $904.4K | 0.11% | +1,062+6.7% | Added |
| Bayesian Capital Management, LP | 16,900 | $902.1K | 0.09% | −12,000−41.5% | Reduced |
| Financial Partners Group, Inc | 16,638 | $888.1K | 0.14% | −3,751−18.4% | Reduced |
| Schnieders Capital Management LLC | 16,448 | $878.0K | 0.18% | −275−1.6% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 16,394 | $875.1K | 0.00% | +1,649+11.2% | Added |
| Maryland State Retirement & Pension System | 17,360 | $868.1K | 0.02% | 00.0% | Unchanged |
| Albion Financial Group | 16,070 | $857.8K | 0.07% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 16,002 | $854.2K | 0.02% | −31,637−66.4% | Reduced |
| Rockland Trust Co | 15,814 | $844.2K | 0.04% | +1,087+7.4% | Added |
| Pacer Advisors, Inc. | 15,624 | $834.0K | 0.00% | +416+2.7% | Added |
| J.W. Cole Advisors, Inc. | 15,423 | $822.3K | 0.04% | −799−4.9% | Reduced |
| Prudential PLC | 15,310 | $817.2K | 0.01% | −8,894−36.7% | Reduced |
| Paradigm Asset Management Co LLC | 15,100 | $806.0K | 0.20% | 00.0% | Unchanged |
| Pathstone Holdings, LLC | 14,979 | $799.6K | 0.00% | +822+5.8% | Added |
| Groupama Asset Managment | 14,813 | $790.7K | 0.01% | +14,813 | New |
| Hartford Investment Management Co | 14,685 | $783.9K | 0.03% | −787−5.1% | Reduced |
| Northwestern Mutual Wealth Management Co | 14,552 | $776.8K | 0.00% | −440−2.9% | Reduced |
| Credential Qtrade Securities Inc. | 14,539 | $776.1K | 0.04% | +2,557+21.3% | Added |
| Edmonds Duncan Registered Investment Advisors, LLC | 14,359 | $766.5K | 0.19% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 14,327 | $764.8K | 0.01% | +11+0.1% | Added |
| Envestnet Portfolio Solutions, Inc. | 14,237 | $760.0K | 0.00% | −6,247−30.5% | Reduced |
| Shell Asset Management Co | 14,277 | $756.0K | 0.03% | −17,176−54.6% | Reduced |
| Huber Capital Management LLC | 14,148 | $755.2K | 0.17% | −1,552−9.9% | Reduced |
| ClearAlpha Technologies LP | 14,051 | $750.0K | 0.32% | +4,319+44.4% | Added |
| Securian Asset Management, Inc | 13,495 | $720.4K | 0.02% | −1,019−7.0% | Reduced |
| Janney Montgomery Scott LLC | 13,464 | $719.0K | 0.00% | +1,229+10.0% | Added |
| Louisiana State Employees Retirement System | 13,400 | $715.3K | 0.01% | −500−3.6% | Reduced |
| Credit Agricole S A | 13,955 | $711.1K | 0.01% | +6,177+79.4% | Added |
| Hennion & Walsh Asset Management, Inc. | 13,118 | $700.2K | 0.04% | −167−1.3% | Reduced |
| LaFleur & Godfrey LLC | 12,585 | $671.8K | 0.10% | +1,400+12.5% | Added |
| Robeco Institutional Asset Management B.V. | 12,583 | $671.7K | 0.00% | −3,192−20.2% | Reduced |
| Coppell Advisory Solutions Corp. | 12,574 | $671.2K | 0.13% | +12,574 | New |
| Acadian Asset Management LLC | 12,381 | $659.0K | 0.00% | +12,121+4,661.9% | Added |
| KBC Group NV | 12,275 | $655.0K | 0.00% | 00.0% | Unchanged |
| Miller Howard Investments Inc | 12,226 | $652.6K | 0.02% | −4,212−25.6% | Reduced |
| Lion Street Advisors, LLC | 12,489 | $651.9K | 0.27% | 00.0% | Unchanged |
| Intrua Financial, LLC | 12,060 | $643.8K | 0.10% | −11,683−49.2% | Reduced |
| Ethic Inc. | 12,038 | $642.6K | 0.02% | +12,038 | New |
| Amica Mutual Insurance Co | 11,632 | $621.0K | 0.06% | 00.0% | Unchanged |
| Eqis Capital Management, Inc. | 11,607 | $619.6K | 0.05% | −6,665−36.5% | Reduced |
| New Mexico Educational Retirement Board | 11,550 | $617.0K | 0.02% | −400−3.3% | Reduced |
| Gibson Wealth Advisors LLC | 11,400 | $608.5K | 0.59% | +11,400 | New |
| Moors & Cabot, Inc. | 11,285 | $602.4K | 0.03% | +724+6.9% | Added |
| FORA Capital, LLC | 10,830 | $578.1K | 0.05% | −43,657−80.1% | Reduced |
| Midwest Financial Group LLC | 10,793 | $576.0K | 0.39% | −797−6.9% | Reduced |
| Blair William & Co | 10,571 | $564.3K | 0.00% | +443+4.4% | Added |
| Concurrent Investment Advisors, LLC | 10,505 | $560.8K | 0.02% | −9−0.1% | 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 |
| Crossmark Global Holdings, Inc. | 10,212 | $545.0K | 0.01% | −168−1.6% | Reduced |
| Trust Co of Kansas | 9,857 | $526.0K | 0.29% | +1,098+12.5% | Added |
| Nordea Investment Management AB | 9,803 | $523.0K | 0.00% | 00.0% | Unchanged |
| Mattern Wealth Management LLC | 9,726 | $519.2K | 0.13% | +16+0.2% | Added |
| IFP Advisors, Inc | 9,689 | $517.2K | 0.02% | +144+1.5% | Added |
| Qtron Investments LLC | 9,601 | $512.5K | 0.07% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 9,590 | $511.9K | 0.32% | −3,075−24.3% | Reduced |
| CAPROCK Group, Inc. | 9,542 | $509.4K | 0.03% | +3,768+65.3% | Added |
| Iams Wealth Management, LLC | 10,104 | $503.1K | 0.31% | +1,322+15.1% | Added |
| Metropolitan Life Insurance Co | 9,264 | $494.5K | 0.02% | −86−0.9% | Reduced |
| Ieq Capital, LLC | 9,132 | $487.5K | 0.01% | +1,495+19.6% | Added |
| Smith, Moore & Co. | 9,043 | $482.7K | 0.05% | +10+0.1% | Added |
| Fairview Capital Investment Management, LLC | 9,000 | $480.4K | 0.03% | 00.0% | Unchanged |
| Johnson Investment Counsel Inc | 8,835 | $471.6K | 0.01% | +717+8.8% | Added |
| Synovus Financial Corp | 8,813 | $470.4K | 0.01% | +160+1.8% | Added |
| Moody National Bank Trust Division | 8,765 | $467.9K | 0.04% | −135−1.5% | Reduced |
| GWM Advisors LLC | 8,716 | $465.2K | 0.00% | +2,797+47.3% | Added |
| Agf Management Ltd | 8,672 | $462.9K | 0.00% | −54,381−86.2% | Reduced |
| Profund Advisors LLC | 8,574 | $457.7K | 0.02% | −711−7.7% | Reduced |
| Westpac Banking Corp | 8,520 | $454.8K | 0.03% | −40,070−82.5% | Reduced |
| Pinebridge Investments, L.P. | 8,390 | $447.9K | 0.00% | −183−2.1% | Reduced |
| Zacks Investment Management | 8,324 | $444.3K | 0.00% | −561,794−98.5% | Reduced |
| Parallel Advisors, LLC | 8,320 | $444.1K | 0.01% | +306+3.8% | Added |
| Twinbeech Capital LP | 8,252 | $440.5K | 0.01% | −264,130−97.0% | Reduced |
| Stephenson National Bank & Trust | 8,189 | $437.1K | 0.15% | +8,189 | New |
| HighPoint Advisor Group LLC | 7,822 | $436.0K | 0.03% | −338−4.1% | Reduced |
| Evoke Wealth, LLC | 8,153 | $435.2K | 0.01% | +8,153 | New |
| United Capital Financial Advisers, LLC | 8,046 | $429.5K | 0.00% | +1,752+27.8% | Added |
| 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 |
| Proequities, Inc. | 7,991 | $426.6K | 0.03% | −2,838−26.2% | Reduced |
| D.B. Root & Company, LLC | 7,921 | $422.8K | 0.14% | 00.0% | Unchanged |
| Jeppson Wealth Management, LLC | 7,870 | $420.1K | 0.16% | −238−2.9% | Reduced |
| XTX Topco Ltd | 7,798 | $416.3K | 0.06% | +7,798 | New |
| Empirical Finance, LLC | 7,763 | $414.4K | 0.03% | +283+3.8% | Added |
| Keybank National Association | 7,679 | $409.9K | 0.00% | −182−2.3% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 7,640 | $407.8K | 0.02% | −1,516−16.6% | Reduced |
| Sunbelt Securities, Inc. | 7,611 | $406.3K | 0.05% | +3,901+105.1% | Added |
| Norinchukin Bank, The | 7,587 | $405.0K | 0.01% | −99−1.3% | Reduced |
| AE Wealth Management LLC | 7,584 | $404.8K | 0.00% | −29,905−79.8% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 7,581 | $404.7K | 0.03% | −603−7.4% | Reduced |
| Veriti Management LLC | 7,433 | $396.8K | 0.03% | +3,092+71.2% | Added |
| Metis Global Partners, LLC | 7,391 | $394.5K | 0.01% | −43−0.6% | Reduced |
| Sherbrooke Park Advisers LLC | 7,386 | $394.3K | 0.08% | +7,386 | New |
| Atria Wealth Solutions, Inc. | 7,374 | $393.6K | 0.00% | −3,515−32.3% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 7,290 | $389.1K | 0.01% | +19+0.3% | Added |
| Naples Global Advisors, LLC | 7,238 | $386.4K | 0.04% | −534−6.9% | Reduced |
| Prime Capital Investment Advisors, LLC | 7,206 | $384.6K | 0.01% | +55+0.8% | Added |
| Novak & Powell Financial Services, Inc. | 7,185 | $383.6K | 0.29% | +85+1.2% | Added |