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 |
|---|---|---|---|---|---|
| FinTrust Capital Advisors, LLC | 3,164 | $168.9K | 0.03% | 00.0% | Unchanged |
| Bessemer Group Inc | 2,922 | $157.0K | 0.00% | +706+31.9% | Added |
| Riggs Asset Managment Co. Inc. | 2,800 | $149.5K | 0.04% | 00.0% | Unchanged |
| Peoples Bank | 2,655 | $141.7K | 0.11% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 2,553 | $136.3K | 0.00% | 00.0% | Unchanged |
| Danske Bank A/S | 2,500 | $133.4K | 0.00% | +2,500 | New |
| SRS Capital Advisors, Inc. | 2,211 | $118.0K | 0.01% | +27+1.2% | Added |
| Steward Partners Investment Advisory, LLC | 2,154 | $115.0K | 0.00% | +408+23.4% | Added |
| Tucker Asset Management LLC | 2,137 | $114.1K | 0.03% | +424+24.8% | Added |
| Farther Finance Advisors, LLC | 2,085 | $110.0K | 0.01% | +1,481+245.2% | Added |
| Kelly Financial Services LLC | 2,054 | $109.6K | 0.04% | 00.0% | Unchanged |
| Quest Partners LLC | 1,941 | $103.6K | 0.02% | −9,337−82.8% | Reduced |
| Spirit of America Management Corp | 1,850 | $98.8K | 0.02% | +550+42.3% | Added |
| Tradewinds Capital Management, LLC | 1,800 | $96.1K | 0.03% | +1,800 | New |
| Ostrum Asset Management | 1,786 | $95.3K | 0.01% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 1,723 | $91.9K | 0.00% | −98−5.4% | Reduced |
| Walleye Capital LLC | 1,700 | $90.7K | 0.00% | +1,700 | New |
| Quadrant Capital Group LLC | 1,666 | $88.9K | 0.01% | −776−31.8% | Reduced |
| Huntington National Bank | 1,629 | $87.0K | 0.00% | −94−5.5% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 1,612 | $86.0K | 0.00% | −273−14.5% | Reduced |
| Advantage Trust Co | 1,597 | $85.2K | 0.06% | 00.0% | Unchanged |
| Trust Co of Vermont | 1,585 | $84.6K | 0.00% | +1,578+22,542.9% | Added |
| Centennial Bank | 1,554 | $83.0K | 0.04% | 00.0% | Unchanged |
| Gen-Wealth Partners Inc | 1,519 | $81.1K | 0.04% | +1,519 | New |
| GPS Wealth Strategies Group, LLC | 1,518 | $81.0K | 0.01% | 00.0% | Unchanged |
| Hilltop National Bank | 1,380 | $73.7K | 0.03% | +1,380 | New |
| Loomis Sayles & Co L P | 1,308 | $70.0K | 0.00% | −239−15.4% | Reduced |
| Ronald Blue Trust, Inc. | 1,275 | $68.0K | 0.00% | +58+4.8% | Added |
| Harbour Investments, Inc. | 1,257 | $67.1K | 0.00% | −10−0.8% | Reduced |
| Geneos Wealth Management Inc. | 1,227 | $65.5K | 0.00% | +3+0.2% | Added |
| Westside Investment Management, Inc. | 1,174 | $62.7K | 0.02% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 1,162 | $62.0K | 0.00% | −59,254−98.1% | Reduced |
| Continuum Advisory, LLC | 1,069 | $59.6K | 0.01% | +1,069 | New |
| Retirement Group, LLC | 1,074 | $57.3K | 0.02% | +250+30.3% | Added |
| Householder Group Estate & Retirement Specialist, LLC | 1,070 | $57.1K | 0.02% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 1,064 | $56.8K | 0.07% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 1,010 | $53.9K | 0.02% | 00.0% | Unchanged |
| Delta Asset Management LLC | 1,005 | $53.6K | 0.00% | −25−2.4% | Reduced |
| Crewe Advisors LLC | 1,002 | $53.5K | 0.01% | +1,002 | New |
| HM Payson & Co | 1,000 | $53.4K | 0.00% | −125−11.1% | Reduced |
| First Financial Corp | 1,000 | $53.4K | 0.03% | 00.0% | Unchanged |
| Montag A & Associates Inc | 1,000 | $53.4K | 0.00% | 00.0% | Unchanged |
| Ruedi Wealth Management, Inc. | 1,000 | $53.4K | 0.02% | 00.0% | Unchanged |
| ICA Group Wealth Management, LLC | 1,000 | $53.4K | 0.01% | 00.0% | Unchanged |
| Rogco, LP | 983 | $52.5K | 0.02% | −980−49.9% | Reduced |
| Mowery & Schoenfeld Wealth Management, LLC | 976 | $52.1K | 0.10% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 956 | $51.0K | 0.02% | 00.0% | Unchanged |
| Principal Securities, Inc. | 911 | $48.6K | 0.00% | +93+11.4% | Added |
| Asset Dedication, LLC | 885 | $48.0K | 0.00% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 886 | $47.3K | 0.01% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 865 | $46.2K | 0.00% | −38−4.2% | Reduced |
| Atwood & Palmer Inc | 855 | $45.6K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 854 | $45.6K | 0.00% | 00.0% | Unchanged |
| City State Bank | 835 | $45.0K | 0.02% | +27+3.3% | Added |
| Spire Wealth Management | 827 | $44.1K | 0.00% | −254−23.5% | Reduced |
| Lindbrook Capital, LLC | 824 | $44.0K | 0.00% | +399+93.9% | Added |
| City Holding Co | 808 | $43.1K | 0.01% | 00.0% | Unchanged |
| Riverview Trust Co | 804 | $42.9K | 0.03% | +804 | New |
| Meeder Asset Management Inc | 785 | $41.9K | 0.00% | +785 | New |
| Whittier Trust Co | 781 | $41.7K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 740 | $39.5K | 0.01% | +27+3.8% | Added |
| Parkside Financial Bank & Trust | 737 | $39.3K | 0.01% | −48−6.1% | Reduced |
| TD Private Client Wealth LLC | 734 | $39.2K | 0.00% | −1,421−65.9% | Reduced |
| MV Capital Management, Inc. | 726 | $38.8K | 0.00% | −14−1.9% | Reduced |
| Tortoise Investment Management, LLC | 710 | $37.9K | 0.00% | +398+127.6% | Added |
| Rothschild Investment LLC | 689 | $36.8K | 0.00% | +460+200.9% | Added |
| Rosenberg Matthew Hamilton | 666 | $35.1K | 0.01% | −668−50.1% | Reduced |
| Heritage Wealth Advisors | 658 | $35.1K | 0.00% | −142−17.8% | Reduced |
| Pin Oak Investment Advisors Inc | 660 | $35.0K | 0.03% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 650 | $34.7K | 0.02% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 635 | $33.9K | 0.00% | +423+199.5% | Added |
| M&R Capital Management Inc | 610 | $32.6K | 0.01% | 00.0% | Unchanged |
| Mechanics Financial Corp | 605 | $32.3K | 0.02% | +85+16.3% | Added |
| EverSource Wealth Advisors, LLC | 614 | $32.2K | 0.00% | −384−38.5% | Reduced |
| DT Investment Partners, LLC | 600 | $32.0K | 0.00% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 598 | $31.9K | 0.01% | 00.0% | Unchanged |
| Key Financial Inc | 598 | $31.9K | 0.01% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 579 | $31.0K | 0.01% | −2,713−82.4% | Reduced |
| Independence Bank of Kentucky | 556 | $29.7K | 0.01% | 00.0% | Unchanged |
| CVA Family Office, LLC | 545 | $29.1K | 0.01% | −15−2.7% | Reduced |
| Versant Capital Management, Inc | 540 | $28.8K | 0.01% | +185+52.1% | Added |
| Moisand Fitzgerald Tamayo, LLC | 534 | $28.5K | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 506 | $27.0K | 0.01% | +6+1.2% | Added |
| Valley National Advisers Inc | 517 | $27.0K | 0.00% | +78+17.8% | Added |
| CoreCap Advisors, LLC | 505 | $27.0K | 0.00% | +505 | New |
| PSI Advisors, LLC | 500 | $26.7K | 0.01% | −499−49.9% | Reduced |
| Motco | 499 | $26.6K | 0.00% | −2−0.4% | Reduced |
| AdvisorNet Financial, Inc | 482 | $25.7K | 0.00% | −25−4.9% | Reduced |
| Bank of New Hampshire | 478 | $25.5K | 0.01% | 00.0% | Unchanged |
| Carolina Wealth Advisors, LLC | 478 | $25.5K | 0.01% | 00.0% | Unchanged |
| Private Trust Co NA | 468 | $25.0K | 0.00% | −49−9.5% | Reduced |
| Elequin Capital LP | 451 | $24.1K | 0.00% | +451 | New |
| CNB Bank | 447 | $23.9K | 0.01% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 430 | $23.0K | 0.01% | +337+362.4% | Added |
| Colonial Trust Advisors | 422 | $22.5K | 0.00% | −7−1.6% | Reduced |
| Covestor Ltd | 420 | $22.0K | 0.01% | −31−6.9% | Reduced |
| Kepos Capital LP | 408 | $22.0K | 0.01% | +408 | New |
| Financial Avengers, Inc. | 407 | $21.4K | 0.01% | −129−24.1% | Reduced |
| Farmers & Merchants Investments Inc | 383 | $20.4K | 0.00% | 00.0% | Unchanged |
| Cambridge Trust Co | 375 | $20.0K | 0.00% | 00.0% | Unchanged |