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 |
|---|---|---|---|---|---|
| Fairscale Capital, LLC | 492 | $26.9K | 0.02% | +492 | New |
| Moisand Fitzgerald Tamayo, LLC | 534 | $28.3K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 536 | $28.5K | 0.00% | +249+86.8% | Added |
| Independence Bank of Kentucky | 556 | $29.5K | 0.01% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 571 | $30.0K | 0.00% | −737−56.3% | Reduced |
| Leonteq Securities AG | 577 | $30.6K | 0.00% | +577 | New |
| CoreCap Advisors, LLC | 593 | $31.4K | 0.00% | +88+17.4% | Added |
| Key Financial Inc | 598 | $31.7K | 0.01% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 598 | $31.7K | 0.01% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 600 | $31.8K | 0.00% | 00.0% | Unchanged |
| Catalyst Funds Management Pty Ltd | 600 | $31.8K | 0.01% | +600 | New |
| Mechanics Financial Corp | 605 | $32.0K | 0.02% | 00.0% | Unchanged |
| M&R Capital Management Inc | 610 | $32.3K | 0.01% | 00.0% | Unchanged |
| CVA Family Office, LLC | 642 | $34.0K | 0.01% | +97+17.8% | Added |
| Versant Capital Management, Inc | 644 | $34.1K | 0.01% | +104+19.3% | Added |
| Deseret Mutual Benefit Administrators | 650 | $34.4K | 0.02% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 658 | $34.9K | 0.00% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 660 | $35.0K | 0.03% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 679 | $36.0K | 0.00% | −31−4.4% | Reduced |
| Parkside Financial Bank & Trust | 690 | $36.5K | 0.01% | −47−6.4% | Reduced |
| Rothschild Investment LLC | 700 | $37.1K | 0.00% | +11+1.6% | Added |
| EverSource Wealth Advisors, LLC | 659 | $38.2K | 0.00% | +45+7.3% | Added |
| MV Capital Management, Inc. | 724 | $38.4K | 0.00% | −2−0.3% | Reduced |
| Cromwell Holdings LLC | 732 | $38.8K | 0.02% | +732 | New |
| TD Private Client Wealth LLC | 738 | $39.1K | 0.00% | +4+0.5% | Added |
| Pinnacle Bancorp, Inc. | 740 | $39.2K | 0.01% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 777 | $41.0K | 0.00% | −385−33.1% | Reduced |
| Centennial Bank | 777 | $41.2K | 0.02% | −777−50.0% | Reduced |
| Whittier Trust Co | 781 | $41.4K | 0.00% | 00.0% | Unchanged |
| Riverview Trust Co | 804 | $42.6K | 0.04% | 00.0% | Unchanged |
| City Holding Co | 808 | $42.8K | 0.01% | 00.0% | Unchanged |
| City State Bank | 808 | $42.8K | 0.02% | −27−3.2% | Reduced |
| Rocky Mountain Advisers, LLC | 842 | $44.6K | 0.01% | −44−5.0% | Reduced |
| Benjamin Edwards Inc | 856 | $45.0K | 0.01% | +277+47.8% | Added |
| Delta Asset Management LLC | 855 | $45.3K | 0.00% | −150−14.9% | Reduced |
| Whittier Trust Co of Nevada Inc | 860 | $45.6K | 0.00% | +6+0.7% | Added |
| Beach Investment Counsel Inc | 873 | $46.0K | 0.01% | +873 | New |
| Asset Dedication, LLC | 885 | $46.9K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 900 | $47.7K | 0.01% | −102−10.2% | Reduced |
| Lindbrook Capital, LLC | 952 | $50.4K | 0.00% | +128+15.5% | Added |
| Caldwell Sutter Capital, Inc. | 956 | $50.6K | 0.03% | 00.0% | Unchanged |
| Rogco, LP | 962 | $51.0K | 0.02% | −21−2.1% | Reduced |
| Mowery & Schoenfeld Wealth Management, LLC | 976 | $51.7K | 0.07% | 00.0% | Unchanged |
| Principal Securities, Inc. | 977 | $51.8K | 0.00% | +66+7.2% | Added |
| PSI Advisors, LLC | 999 | $52.9K | 0.02% | +499+99.8% | Added |
| First Financial Corp | 1,000 | $53.0K | 0.03% | 00.0% | Unchanged |
| Montag A & Associates Inc | 1,000 | $53.0K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 1,000 | $53.0K | 0.00% | 00.0% | Unchanged |
| Ruedi Wealth Management, Inc. | 1,000 | $53.0K | 0.02% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 1,000 | $53.0K | 0.01% | +365+57.5% | Added |
| Glass Jacobson Investment Advisors llc | 1,010 | $53.5K | 0.02% | 00.0% | Unchanged |
| Spire Wealth Management | 1,018 | $53.9K | 0.00% | +191+23.1% | Added |
| Householder Group Estate & Retirement Specialist, LLC | 1,070 | $56.0K | 0.02% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 1,061 | $56.2K | 0.02% | +1,061 | New |
| Continuum Advisory, LLC | 1,069 | $56.6K | 0.01% | 00.0% | Unchanged |
| Motco | 1,097 | $58.1K | 0.00% | +598+119.8% | Added |
| First Horizon Advisors, Inc. | 1,160 | $61.5K | 0.00% | +295+34.1% | Added |
| Westside Investment Management, Inc. | 1,174 | $62.2K | 0.01% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 1,230 | $65.2K | 0.00% | +3+0.2% | Added |
| Atwood & Palmer Inc | 1,269 | $67.2K | 0.01% | +414+48.4% | Added |
| Hilltop National Bank | 1,380 | $73.1K | 0.02% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 1,493 | $79.1K | 0.00% | +236+18.8% | Added |
| Ronald Blue Trust, Inc. | 1,483 | $79.1K | 0.00% | +208+16.3% | Added |
| Creative Capital Management Investments LLC | 1,501 | $79.5K | 0.04% | +1,501 | New |
| Trust Co of Vermont | 1,585 | $84.0K | 0.00% | 00.0% | Unchanged |
| Advantage Trust Co | 1,597 | $84.6K | 0.06% | 00.0% | Unchanged |
| Ostrum Asset Management | 1,656 | $87.7K | 0.01% | −130−7.3% | Reduced |
| Walleye Trading LLC | 1,679 | $88.9K | 0.00% | +1,679 | New |
| GPS Wealth Strategies Group, LLC | 1,705 | $90.3K | 0.01% | +187+12.3% | Added |
| Tradewinds Capital Management, LLC | 1,800 | $95.3K | 0.03% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 1,898 | $100.5K | 0.00% | +175+10.2% | Added |
| Quadrant Capital Group LLC | 2,004 | $106.2K | 0.01% | +338+20.3% | Added |
| Kelly Financial Services LLC | 2,054 | $108.8K | 0.04% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 2,074 | $109.9K | 0.02% | +1,804+668.1% | Added |
| Huntington National Bank | 2,110 | $111.8K | 0.00% | +481+29.5% | Added |
| Farther Finance Advisors, LLC | 2,162 | $113.9K | 0.01% | +77+3.7% | Added |
| Y.D. More Investments Ltd | 2,185 | $115.7K | 0.01% | +2,185 | New |
| Tucker Asset Management LLC | 2,311 | $122.4K | 0.03% | +174+8.1% | Added |
| Larson Financial Group LLC | 2,312 | $122.5K | 0.01% | −2,205−48.8% | Reduced |
| Redwood Wealth Management Group, LLC | 2,433 | $128.9K | 0.10% | +2,433 | New |
| Danske Bank A/S | 2,500 | $132.4K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 2,553 | $135.2K | 0.00% | 00.0% | Unchanged |
| Peoples Bank | 2,655 | $140.6K | 0.11% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 2,800 | $148.3K | 0.04% | 00.0% | Unchanged |
| Bessemer Group Inc | 2,808 | $149.0K | 0.00% | −114−3.9% | Reduced |
| Steward Partners Investment Advisory, LLC | 2,842 | $150.5K | 0.00% | +688+31.9% | Added |
| Federation des caisses Desjardins du Quebec | 2,857 | $151.3K | 0.00% | +2,786+3,923.9% | Added |
| Spirit of America Management Corp | 2,900 | $153.6K | 0.03% | +1,050+56.8% | Added |
| Picton Mahoney Asset Management | 3,061 | $162.0K | 0.01% | +3,061 | New |
| FinTrust Capital Advisors, LLC | 3,164 | $167.6K | 0.03% | 00.0% | Unchanged |
| Allworth Financial LP | 3,075 | $170.3K | 0.00% | −550−15.2% | Reduced |
| SRS Capital Advisors, Inc. | 3,273 | $173.4K | 0.02% | +1,062+48.0% | Added |
| State of Wyoming | 3,410 | $180.6K | 0.03% | +3,410 | New |
| Mather Group, LLC. | 3,455 | $184.4K | 0.00% | +122+3.7% | Added |
| Quent Capital, LLC | 3,508 | $185.8K | 0.02% | +303+9.5% | Added |
| Lazard Asset Management LLC | 3,655 | $193.0K | 0.00% | +10+0.3% | Added |
| Horizon Investments, LLC | 3,689 | $195.4K | 0.01% | +34+0.9% | Added |
| Capstone Investment Advisors, LLC | 3,690 | $195.5K | 0.00% | −39−1.0% | Reduced |
| Sound Income Strategies, LLC | 3,718 | $196.9K | 0.01% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 3,802 | $201.4K | 0.00% | +3,802 | New |