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, Q2 2024
Institutional positions in Evergy, Inc. as of Jun 30, 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
- 702
- +19 vs. Q1 2024
- Shares held
- 195.6M
- +2.89M (+1.5%) vs. Q1 2024
- Total value
- $10.4B
- +$110.5M (+1.1%) vs. Q1 2024
- New holders
- 83
- 267 more added
- Sold out
- 64
- 231 more reduced
10 institutions that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2024: 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, Q2 2024
Shares, value and share of portfolio for each institution holding Evergy, Inc.; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Scarborough Advisors, LLC | 296 | $0 | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 0 | $1 | 0.00% | 0 | Unchanged |
| Frazier Financial Advisors, LLC | 0 | $5 | 0.00% | 0 | Unchanged |
| Hallmark Capital Management Inc | 1 | $52 | 0.00% | +1 | New |
| WestEnd Advisors, LLC | 3 | $159 | 0.00% | −1−25.0% | Reduced |
| Harbor Investment Advisory, LLC | 3 | $159 | 0.00% | +3 | New |
| Castleview Partners, LLC | 4 | $212 | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 5 | $265 | 0.00% | −24−82.8% | Reduced |
| Clear Point Advisors Inc. | 8 | $424 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 9 | $477 | 0.00% | +1+12.5% | Added |
| Wetzel Investment Advisors, Inc. | 9 | $480 | 0.00% | −238−96.4% | Reduced |
| Orion Capital Management LLC | 10 | $530 | 0.00% | 00.0% | Unchanged |
| Innealta Capital, LLC | 11 | $583 | 0.00% | +11 | New |
| Manchester Capital Management LLC | 12 | $636 | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 12 | $636 | 0.00% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 12 | $639 | 0.00% | +2+20.0% | Added |
| Caitlin John, LLC | 13 | $707 | 0.00% | 00.0% | Unchanged |
| Fairway Wealth LLC | 17 | $900 | 0.00% | +17 | New |
| DiNuzzo Private Wealth, Inc. | 18 | $954 | 0.00% | +8+80.0% | Added |
| Opal Wealth Advisors, LLC | 18 | $954 | 0.00% | +18 | New |
| SJS Investment Consulting Inc. | 19 | $1.01K | 0.00% | +5+35.7% | Added |
| Dunhill Financial, LLC | 23 | $1.19K | 0.00% | +5+27.8% | Added |
| MCF Advisors LLC | 23 | $1.22K | 0.00% | 00.0% | Unchanged |
| Bullock Wealth Management Group | 28 | $1.45K | 0.00% | +1+3.7% | Added |
| TFC Financial Management | 32 | $1.70K | 0.00% | 00.0% | Unchanged |
| Ashton Thomas Private Wealth, LLC | 45 | $2.38K | 0.00% | +45 | New |
| POM Investment Strategies, LLC | 46 | $2.45K | 0.00% | 00.0% | Unchanged |
| Ridgewood Investments LLC | 49 | $2.60K | 0.00% | +49 | New |
| Fortitude Family Office, LLC | 51 | $2.70K | 0.00% | +51 | New |
| Rakuten Securities, Inc. | 57 | $3.02K | 0.00% | +55+2,750.0% | Added |
| Transcendent Capital Group LLC | 62 | $3.28K | 0.00% | +62 | New |
| Hollencrest Capital Management | 65 | $3.44K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 67 | $3.55K | 0.00% | −31−31.6% | Reduced |
| Eagle Bay Advisors LLC | 74 | $3.92K | 0.00% | +10+15.6% | Added |
| Kepos Capital LP | 80 | $4.00K | 0.00% | −328−80.4% | Reduced |
| Financial Management Professionals, Inc. | 78 | $4.00K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 78 | $4.13K | 0.00% | +7+9.9% | Added |
| Prestige Wealth Management Group LLC | 85 | $4.50K | 0.00% | +14+19.7% | Added |
| Capital Analysts, LLC | 87 | $5.00K | 0.00% | +13+17.6% | Added |
| New England Capital Financial Advisors LLC | 100 | $5.30K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 106 | $5.62K | 0.00% | +106 | New |
| Salem Investment Counselors Inc | 110 | $5.83K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 112 | $5.93K | 0.00% | +52+86.7% | Added |
| Gilliland Jeter Wealth Management LLC | 113 | $5.99K | 0.00% | 00.0% | Unchanged |
| Caldwell Trust Co | 113 | $5.99K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 121 | $6.00K | 0.00% | −22−15.4% | Reduced |
| TSFG, LLC | 113 | $6.00K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 116 | $6.14K | 0.00% | +20+20.8% | Added |
| North Star Investment Management Corp. | 119 | $6.30K | 0.00% | −149−55.6% | Reduced |
| Aspect Partners, LLC | 119 | $6.30K | 0.00% | 00.0% | Unchanged |
| Ritter Daniher Financial Advisory LLC | 119 | $6.30K | 0.00% | 00.0% | Unchanged |
| SYSTM Wealth Solutions LLC | 129 | $6.83K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 130 | $6.89K | 0.00% | +130 | New |
| Horizon Bancorp Inc | 134 | $7.00K | 0.00% | 00.0% | Unchanged |
| Flputnam Investment Management Co | 134 | $7.10K | 0.00% | +134 | New |
| Paladin Advisory Group, LLC | 145 | $7.64K | 0.01% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 149 | $8.00K | 0.00% | −11−6.9% | Reduced |
| Koesten, Hirschmann & Crabtree, INC. | 151 | $8.06K | 0.01% | 00.0% | Unchanged |
| Triad Wealth Partners, LLC | 163 | $8.63K | 0.00% | +163 | New |
| CGC Financial Services, LLC | 164 | $8.69K | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 176 | $9.32K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 181 | $9.59K | 0.00% | +4+2.3% | Added |
| REAP Financial Group, LLC | 196 | $10.4K | 0.00% | −22−10.1% | Reduced |
| Clearstead Advisors, LLC | 197 | $10.4K | 0.00% | +183+1,307.1% | Added |
| NCP Inc. | 200 | $10.6K | 0.01% | 00.0% | Unchanged |
| WealthCollab, LLC | 203 | $10.8K | 0.01% | −33−14.0% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 204 | $10.8K | 0.00% | −55−21.2% | Reduced |
| Covestor Ltd | 203 | $11.0K | 0.01% | −217−51.7% | Reduced |
| GW&K Investment Management, LLC | 201 | $11.0K | 0.00% | +35+21.1% | Added |
| Vermillion & White Wealth Management Group, LLC | 209 | $11.1K | 0.01% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 220 | $11.7K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 225 | $11.9K | 0.01% | −23−9.3% | Reduced |
| Missouri Trust & Investment Co | 226 | $12.0K | 0.00% | 00.0% | Unchanged |
| Global X Japan Co., Ltd. | 239 | $12.7K | 0.00% | −44−15.5% | Reduced |
| Acadian Asset Management LLC | 260 | $13.0K | 0.00% | −12,121−97.9% | Reduced |
| Private Wealth Management Group, LLC | 260 | $13.8K | 0.01% | +141+118.5% | Added |
| Washington Trust Co | 269 | $14.2K | 0.00% | −29−9.7% | Reduced |
| Mark Sheptoff Financial Planning, LLC | 269 | $14.2K | 0.01% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 275 | $14.4K | 0.01% | 00.0% | Unchanged |
| JNBA Financial Advisors | 273 | $14.5K | 0.00% | 00.0% | Unchanged |
| American National Bank | 291 | $15.4K | 0.00% | +291 | New |
| Foster Dykema Cabot & Partners, LLC | 299 | $15.8K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 312 | $16.5K | 0.01% | −53−14.5% | Reduced |
| Zions Bancorporation, N.A. | 319 | $16.9K | 0.00% | +45+16.4% | Added |
| Smithfield Trust Co | 330 | $17.0K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 358 | $19.0K | 0.02% | +2+0.6% | Added |
| Hexagon Capital Partners LLC | 361 | $19.1K | 0.00% | +42+13.2% | Added |
| Farmers & Merchants Investments Inc | 383 | $20.3K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 409 | $21.7K | 0.00% | −73−15.1% | Reduced |
| Financial Avengers, Inc. | 412 | $21.8K | 0.01% | +5+1.2% | Added |
| Colonial Trust Advisors | 419 | $22.2K | 0.00% | −3−0.7% | Reduced |
| Venturi Wealth Management, LLC | 420 | $22.2K | 0.00% | +269+178.1% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 430 | $22.8K | 0.01% | 00.0% | Unchanged |
| Gen-Wealth Partners Inc | 437 | $23.1K | 0.01% | −1,082−71.2% | Reduced |
| SWS Partners | 440 | $23.3K | 0.01% | +440 | New |
| CNB Bank | 447 | $23.7K | 0.01% | 00.0% | Unchanged |
| Private Trust Co NA | 468 | $24.8K | 0.00% | 00.0% | Unchanged |
| Bank of New Hampshire | 478 | $25.3K | 0.01% | 00.0% | Unchanged |
| Carolina Wealth Advisors, LLC | 478 | $25.3K | 0.01% | 00.0% | Unchanged |
| Valley National Advisers Inc | 504 | $26.0K | 0.00% | −13−2.5% | Reduced |