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 |
|---|---|---|---|---|---|
| Coldstream Capital Management Inc | 7,091 | $378.5K | 0.01% | +1,881+36.1% | Added |
| Ti-Trust, Inc | 7,047 | $376.2K | 0.28% | +7,047 | New |
| Convergence Investment Partners, LLC | 6,999 | $374.0K | 0.14% | +6,999 | New |
| Banco Bilbao Vizcaya Argentaria, S.A. | 6,973 | $372.2K | 0.00% | +178+2.6% | Added |
| Vaughan David Investments LLC | 6,967 | $372.0K | 0.01% | −604,901−98.9% | Reduced |
| Warren Averett Asset Management, LLC | 6,928 | $369.8K | 0.01% | +6,928 | New |
| Signaturefd, LLC | 6,701 | $357.7K | 0.01% | +2,606+63.6% | Added |
| Verity Asset Management, Inc. | 6,633 | $354.1K | 0.20% | +2,300+53.1% | Added |
| Kornitzer Capital Management Inc | 6,579 | $351.2K | 0.01% | −90−1.3% | Reduced |
| Chicago Partners Investment Group LLC | 6,708 | $350.5K | 0.01% | +10.0% | Added |
| IHT Wealth Management, LLC | 6,479 | $345.9K | 0.01% | −289−4.3% | Reduced |
| Evergreen Capital Management LLC | 6,462 | $344.9K | 0.01% | +1,494+30.1% | Added |
| Equitable Holdings, Inc. | 6,461 | $344.9K | 0.00% | −205−3.1% | Reduced |
| KCM Investment Advisors LLC | 6,452 | $344.4K | 0.01% | −411−6.0% | Reduced |
| Resources Investment Advisors, LLC. | 6,341 | $338.5K | 0.01% | +788+14.2% | Added |
| Waterfront Wealth Inc. | 6,441 | $337.6K | 0.09% | 00.0% | Unchanged |
| FineMark National Bank & Trust | 6,192 | $330.5K | 0.01% | −1,014−14.1% | Reduced |
| Park Avenue Securities LLC | 6,174 | $330.0K | 0.00% | −1,228−16.6% | Reduced |
| Rakuten Investment Management, Inc. | 6,177 | $329.7K | 0.00% | +5,609+987.5% | Added |
| Point72 Asia (Singapore) Pte. Ltd. | 6,172 | $329.5K | 0.09% | −54,497−89.8% | Reduced |
| BKD Wealth Advisors, LLC | 6,159 | $328.8K | 0.01% | +169+2.8% | Added |
| Lincoln National Corp | 6,129 | $327.1K | 0.01% | +1,491+32.1% | Added |
| MML Investors Services, LLC | 6,116 | $326.0K | 0.00% | −56,374−90.2% | Reduced |
| Buckingham Strategic Partners | 6,092 | $325.2K | 0.01% | +6,092 | New |
| Financial Advisory Service, Inc. | 6,092 | $325.2K | 0.03% | +160+2.7% | Added |
| 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 |
| Trust Co | 6,017 | $321.2K | 0.04% | 00.0% | Unchanged |
| Raymond James Trust N.A. | 5,988 | $319.6K | 0.01% | −806−11.9% | Reduced |
| Jones Financial Companies LLLP | 5,984 | $319.4K | 0.00% | +3,037+103.1% | Added |
| Tokio Marine Asset Management Co Ltd | 5,917 | $315.8K | 0.02% | +414+7.5% | Added |
| Wealthcare Advisory Partners LLC | 5,874 | $313.6K | 0.01% | +5,874 | New |
| TownSquare Capital, LLC | 5,871 | $313.4K | 0.00% | +663+12.7% | Added |
| Garner Asset Management Corp | 5,825 | $311.0K | 0.16% | +446+8.3% | Added |
| Integrated Wealth Concepts LLC | 5,814 | $310.4K | 0.00% | −245−4.0% | Reduced |
| HB Wealth Management, LLC | 5,725 | $305.6K | 0.00% | +1,060+22.7% | Added |
| B. Metzler seel. Sohn & Co. AG | 5,655 | $301.7K | 0.00% | 00.0% | Unchanged |
| Intrust Bank NA | 5,579 | $297.8K | 0.03% | −429−7.1% | Reduced |
| Schulhoff & Co Inc | 5,500 | $293.6K | 0.13% | 00.0% | Unchanged |
| O'Shaughnessy Asset Management, LLC | 5,425 | $289.6K | 0.00% | +5,425 | New |
| We Are One Seven, LLC | 5,389 | $287.7K | 0.01% | +817+17.9% | Added |
| Quadrature Capital Ltd | 5,377 | $286.9K | 0.00% | −30,037−84.8% | Reduced |
| Vista Investment Partners LLC | 5,358 | $286.0K | 0.10% | −44−0.8% | Reduced |
| Atomi Financial Group, Inc. | 5,354 | $285.8K | 0.03% | +5,354 | New |
| Regions Financial Corp | 5,246 | $280.0K | 0.00% | −428−7.5% | Reduced |
| GAMMA Investing LLC | 5,102 | $272.3K | 0.06% | +1,314+34.7% | Added |
| GoalVest Advisory LLC | 5,093 | $271.9K | 0.09% | 00.0% | Unchanged |
| NEOS Investment Management LLC | 5,084 | $271.4K | 0.02% | +5,084 | New |
| Capula Management Ltd | 5,074 | $270.9K | 0.01% | +5,074 | New |
| Systematic Portfolios LLC | 5,066 | $270.4K | 0.93% | +5,066 | New |
| Syon Capital LLC | 5,020 | $268.0K | 0.03% | +398+8.6% | Added |
| Garrett Investment Advisors LLC | 4,996 | $266.7K | 0.03% | −101−2.0% | Reduced |
| Central Trust Co | 4,991 | $266.4K | 0.01% | 00.0% | Unchanged |
| Meeder Advisory Services, Inc. | 4,945 | $264.0K | 0.03% | +4,945 | New |
| Massmutual Trust Co FSB | 4,922 | $262.7K | 0.01% | +10.0% | Added |
| Tocqueville Asset Management L.P. | 4,900 | $261.6K | 0.00% | 00.0% | Unchanged |
| NorthRock Partners, LLC | 4,888 | $260.9K | 0.01% | +268+5.8% | Added |
| Modern Wealth Management, LLC | 4,756 | $253.9K | 0.02% | +420+9.7% | Added |
| Delap Wealth Advisory, LLC | 4,756 | $253.9K | 0.10% | +4,756 | New |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 4,675 | $250.0K | 0.00% | −1,668−26.3% | Reduced |
| Royal Fund Management, LLC | 4,633 | $247.3K | 0.03% | +20+0.4% | Added |
| Black Diamond Financial, LLC | 4,729 | $246.9K | 0.07% | 00.0% | Unchanged |
| Kingswood Wealth Advisors, LLC | 4,573 | $244.1K | 0.03% | +300+7.0% | Added |
| Integris Wealth Management, LLC | 4,570 | $243.9K | 0.07% | 00.0% | Unchanged |
| MainStreet Investment Advisors LLC | 4,523 | $241.4K | 0.03% | −946−17.3% | Reduced |
| Larson Financial Group LLC | 4,517 | $241.1K | 0.02% | +2,023+81.1% | Added |
| Bailard, Inc. | 4,460 | $238.1K | 0.01% | −32,426−87.9% | Reduced |
| Walker Asset Management, LLC | 4,405 | $235.1K | 0.16% | +43+1.0% | Added |
| Martingale Asset Management L P | 4,400 | $234.9K | 0.00% | −173,270−97.5% | Reduced |
| New Century Financial Group, LLC | 4,395 | $234.6K | 0.16% | −710−13.9% | Reduced |
| Cornerstone Wealth Management, LLC | 4,357 | $232.6K | 0.02% | −63−1.4% | Reduced |
| Simplex Trading, LLC | 4,332 | $231.0K | 0.01% | +2,954+214.4% | Added |
| Artisan Partners Limited Partnership | 4,308 | $230.0K | 0.00% | +4,308 | New |
| Sound Stewardship, LLC | 4,226 | $225.6K | 0.14% | 00.0% | Unchanged |
| Krane Funds Advisors LLC | 4,220 | $225.1K | 0.01% | −4,861−53.5% | Reduced |
| D.A. Davidson & Co. | 4,152 | $221.7K | 0.00% | −67−1.6% | Reduced |
| V-Square Quantitative Management LLC | 4,131 | $220.5K | 0.04% | 00.0% | Unchanged |
| Valeo Financial Advisors, LLC | 4,198 | $220.3K | 0.01% | +4,198 | New |
| Wolverine Trading, LLC | 4,111 | $219.4K | 0.00% | +4,111 | New |
| Vident Advisory, LLC | 4,101 | $218.9K | 0.00% | +4,101 | New |
| Uncommon Cents Investing LLC | 4,080 | $217.8K | 0.07% | +4,080 | New |
| NBC Securities, Inc. | 4,028 | $215.0K | 0.02% | +50+1.3% | Added |
| Sound View Wealth Advisors Group, LLC | 4,025 | $214.9K | 0.02% | −402−9.1% | Reduced |
| Financial Network Wealth Advisors LLC | 4,020 | $214.6K | 0.21% | 00.0% | Unchanged |
| Stelac Advisory Services LLC | 4,000 | $213.5K | 0.10% | +4,000 | New |
| Alpha Family Trust | 3,970 | $211.9K | 0.13% | +3,970 | New |
| Two Sigma Securities, LLC | 3,960 | $211.4K | 0.01% | +3,960 | New |
| CIBC World Markets Inc. | 3,952 | $211.0K | 0.00% | +3,952 | New |
| Alberta Investment Management Corp | 3,900 | $208.2K | 0.00% | 00.0% | Unchanged |
| Symmetry Partners, LLC | 3,872 | $207.0K | 0.02% | 00.0% | Unchanged |
| PFG Investments, LLC | 3,788 | $202.2K | 0.01% | +3,788 | New |
| First National Advisers, LLC | 3,761 | $200.8K | 0.04% | +3,761 | New |
| Capstone Investment Advisors, LLC | 3,729 | $199.1K | 0.00% | −3,884−51.0% | Reduced |
| Sound Income Strategies, LLC | 3,718 | $198.5K | 0.01% | 00.0% | Unchanged |
| Horizon Investments, LLC | 3,655 | $195.1K | 0.01% | +94+2.6% | Added |
| Lazard Asset Management LLC | 3,645 | $194.0K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 3,625 | $193.5K | 0.00% | −1,602−30.6% | Reduced |
| T. Rowe Price Investment Management, Inc. | 3,420 | $183.0K | 0.00% | +1,770+107.3% | Added |
| Mather Group, LLC. | 3,333 | $174.0K | 0.00% | +3,333 | New |
| Quent Capital, LLC | 3,205 | $171.1K | 0.02% | +16+0.5% | Added |