Skip to main content
Livermore
Livermore
ZHEN

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.

Institutional holdersQ1 2024: 693 institutions
Q1 2021: 586 institutionsQ2 2021: 581 institutionsQ3 2021: 593 institutionsQ4 2021: 633 institutionsQ1 2022: 641 institutionsQ2 2022: 640 institutionsQ3 2022: 651 institutionsQ4 2022: 686 institutionsQ1 2023: 654 institutionsQ2 2023: 664 institutionsQ3 2023: 663 institutionsQ4 2023: 706 institutionsQ1 2024: 693 institutionsQ2 2024: 702 institutionsQ3 2024: 722 institutionsQ4 2024: 776 institutionsQ1 2025: 821 institutionsQ2 2025: 821 institutionsQ3 2025: 854 institutionsQ4 2025: 925 institutionsQ1 2026: 924 institutionsQ2 2026: 948 institutions
Value heldQ1 2024: $10.4B
Q1 2021: $11.3BQ2 2021: $11.9BQ3 2021: $12.3BQ4 2021: $13.7BQ1 2022: $13.0BQ2 2022: $12.5BQ3 2022: $11.4BQ4 2022: $12.0BQ1 2023: $11.8BQ2 2023: $11.1BQ3 2023: $9.73BQ4 2023: $10.5BQ1 2024: $10.4BQ2 2024: $10.4BQ3 2024: $12.3BQ4 2024: $12.5BQ1 2025: $13.9BQ2 2025: $14.3BQ3 2025: $16.3BQ4 2025: $15.4BQ1 2026: $17.6BQ2 2026: $18.8B
Institutions holding EVRG and their total value by quarter
QuarterHoldersValue
Q2 2026948$18.8B
Q1 2026924$17.6B
Q4 2025925$15.4B
Q3 2025854$16.3B
Q2 2025821$14.3B
Q1 2025821$13.9B
Q4 2024776$12.5B
Q3 2024722$12.3B
Q2 2024702$10.4B
Q1 2024693$10.4B
Q4 2023706$10.5B
Q3 2023663$9.73B
Q2 2023664$11.1B
Q1 2023654$11.8B
Q4 2022686$12.0B
Q3 2022651$11.4B
Q2 2022640$12.5B
Q1 2022641$13.0B
Q4 2021633$13.7B
Q3 2021593$12.3B
Q2 2021581$11.9B
Q1 2021586$11.3B

Institutions, Q1 2024

Shares, value and share of portfolio for each institution holding Evergy, Inc.; share changes are against Q4 2023.

Institutions holding EVRG in Q1 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Red Tortoise LLC365$19.5K0.01%00.0%Unchanged
Bruce G. Allen Investments, LLC356$19.0K0.02%+174+95.6%Added
Smithfield Trust Co330$18.0K0.00%−75−18.5%Reduced
FSA Wealth Management LLC330$17.6K0.01%00.0%Unchanged
Hexagon Capital Partners LLC319$17.0K0.00%−348−52.2%Reduced
Foster Dykema Cabot & Partners, LLC299$16.0K0.00%−8−2.6%Reduced
Washington Trust Co298$15.9K0.00%00.0%Unchanged
Smartleaf Asset Management LLC287$15.2K0.00%+200+229.9%Added
Global X Japan Co., Ltd.283$15.1K0.00%−34−10.7%Reduced
Sofos Investments, Inc.281$15.0K0.00%+197+234.5%Added
Zions Bancorporation, N.A.274$14.6K0.00%00.0%Unchanged
JNBA Financial Advisors273$14.6K0.00%+200+274.0%Added
HHM Wealth Advisors, LLC270$14.4K0.00%00.0%Unchanged
Mark Sheptoff Financial Planning, LLC269$14.4K0.01%00.0%Unchanged
North Star Investment Management Corp.268$14.3K0.00%00.0%Unchanged
Pacifica Partners Inc.275$14.1K0.01%00.0%Unchanged
Nelson, Van Denburg & Campbell Wealth Management Group, LLC259$13.8K0.00%+163+169.8%Added
Raleigh Capital Management Inc.248$13.2K0.01%−5,025−95.3%Reduced
WealthCollab, LLC236$12.6K0.01%00.0%Unchanged
Wetzel Investment Advisors, Inc.247$12.6K0.01%−12−4.6%Reduced
Missouri Trust & Investment Co226$12.1K0.00%00.0%Unchanged
Evermay Wealth Management LLC220$11.7K0.00%00.0%Unchanged
REAP Financial Group, LLC218$11.6K0.00%−1,070−83.1%Reduced
Quarry LP215$11.5K0.00%+215New
Vermillion & White Wealth Management Group, LLC209$11.2K0.01%00.0%Unchanged
NCP Inc.200$10.7K0.01%+200New
JJJ Advisors Inc.177$9.45K0.00%+173+4,325.0%Added
Sugarloaf Wealth Management, LLC176$9.39K0.00%00.0%Unchanged
Capital Advisors, Ltd. LLC160$9.00K0.00%−81−33.6%Reduced
GW&K Investment Management, LLC166$9.00K0.00%−17−9.3%Reduced
CGC Financial Services, LLC164$8.75K0.00%00.0%Unchanged
Koesten, Hirschmann & Crabtree, INC.151$8.06K0.01%00.0%Unchanged
Venturi Wealth Management, LLC151$8.06K0.00%+62+69.7%Added
Avion Wealth143$8.00K0.00%+10+7.5%Added
Paladin Advisory Group, LLC145$7.65K0.01%00.0%Unchanged
TD Waterhouse Canada Inc.126$7.49K0.00%−319−71.7%Reduced
Brown Brothers Harriman & Co140$7.47K0.00%00.0%Unchanged
Horizon Bancorp Inc134$7.00K0.00%00.0%Unchanged
SYSTM Wealth Solutions LLC129$6.89K0.00%+18+16.2%Added
Ritter Daniher Financial Advisory LLC119$6.35K0.00%00.0%Unchanged
Private Wealth Management Group, LLC119$6.35K0.00%00.0%Unchanged
Aspect Partners, LLC119$6.35K0.01%00.0%Unchanged
Northwest Investment Counselors, LLC119$6.35K0.00%+119New
Caldwell Trust Co113$6.03K0.00%00.0%Unchanged
Gilliland Jeter Wealth Management LLC113$6.03K0.00%+113New
TSFG, LLC113$6.00K0.00%00.0%Unchanged
Salem Investment Counselors Inc110$5.87K0.00%00.0%Unchanged
New England Capital Financial Advisors LLC100$5.34K0.00%00.0%Unchanged
Bell Investment Advisors, Inc96$5.13K0.00%+10+11.6%Added
Private Ocean, LLC96$5.12K0.00%00.0%Unchanged
Armstrong Advisory Group, Inc98$5.12K0.00%00.0%Unchanged
Bartlett & Co. Wealth Management LLC89$4.75K0.00%00.0%Unchanged
Gables Capital Management Inc.75$4.00K0.00%00.0%Unchanged
Capital Analysts, LLC74$4.00K0.00%+1+1.4%Added
Financial Management Professionals, Inc.78$4.00K0.00%+55+239.1%Added
Prestige Wealth Management Group LLC71$3.79K0.00%−44−38.3%Reduced
Federation des caisses Desjardins du Quebec71$3.79K0.00%00.0%Unchanged
JFS Wealth Advisors, LLC71$3.79K0.00%+35+97.2%Added
Hollencrest Capital Management65$3.47K0.00%00.0%Unchanged
Eagle Bay Advisors LLC64$3.42K0.00%00.0%Unchanged
Gradient Investments LLC60$3.20K0.00%−579−90.6%Reduced
Operose Advisors LLC59$3.15K0.00%+59New
Beacon Capital Management, LLC53$2.83K0.00%+38+253.3%Added
POM Investment Strategies, LLC46$2.44K0.00%+1+2.2%Added
Salomon & Ludwin, LLC39$2.08K0.00%00.0%Unchanged
Cornerstone Planning Group LLC37$2.00K0.00%−97−72.4%Reduced
TFC Financial Management32$1.71K0.00%00.0%Unchanged
Kayne Anderson Rudnick Investment Management LLC29$1.55K0.00%00.0%Unchanged
Bullock Wealth Management Group27$1.44K0.00%+27New
MCF Advisors LLC23$1.23K0.00%+8+53.3%Added
Tompkins Financial Corp21$1.12K0.00%−2,203−99.1%Reduced
Farmers & Merchants Trust Co of Chambersburg PA16$1.00K0.00%+16New
Dunhill Financial, LLC18$9600.00%+3+20.0%Added
Creekmur Asset Management LLC15$8110.00%+15New
Clearstead Advisors, LLC14$7810.00%+14New
SJS Investment Consulting Inc.14$7480.00%+1+7.7%Added
Arlington Trust Co LLC14$7470.00%+14New
Caitlin John, LLC13$7040.00%−2−13.3%Reduced
Manchester Capital Management LLC12$6410.00%−42−77.8%Reduced
Sandy Spring Bank12$6410.00%00.0%Unchanged
Sachetta, LLC12$6270.00%00.0%Unchanged
Orion Capital Management LLC10$5340.00%00.0%Unchanged
DiNuzzo Private Wealth, Inc.10$5340.00%00.0%Unchanged
ClariVest Asset Management LLC10$5300.00%+1+11.1%Added
True Wealth Design, LLC8$4280.00%+3+60.0%Added
Clear Point Advisors Inc.8$4270.00%00.0%Unchanged
Johnson Financial Group, Inc.7$3740.00%00.0%Unchanged
Castleview Partners, LLC4$2140.00%00.0%Unchanged
WestEnd Advisors, LLC4$2140.00%+1+33.3%Added
Rakuten Securities, Inc.2$1070.00%00.0%Unchanged
Frazier Financial Advisors, LLC0$50.00%0New
Dogwood Wealth Management LLC0$10.00%0Unchanged
Scarborough Advisors, LLC296$00.00%00.0%Unchanged
Epoch Investment Partners, Inc.0$00.00%−941,612−100.0%Sold out
Healthcare of Ontario Pension Plan Trust Fund0$00.00%−400,000−100.0%Sold out
Silvercrest Asset Management Group LLC0$00.00%−124,432−100.0%Sold out
Old Mission Capital LLC0$00.00%−123,492−100.0%Sold out
Jefferies Financial Group Inc.0$00.00%−122,910−100.0%Sold out
Engineers Gate Manager LP0$00.00%−97,407−100.0%Sold out
Mirabella Financial Services LLP0$00.00%−93,776−100.0%Sold out