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 |
|---|---|---|---|---|---|
| DGS Capital Management, LLC | 3,868 | $204.9K | 0.06% | +3,868 | New |
| Symmetry Partners, LLC | 3,872 | $205.0K | 0.01% | 00.0% | Unchanged |
| Golden State Equity Partners | 3,950 | $209.2K | 0.04% | +3,950 | New |
| Alpha Family Trust | 3,970 | $210.3K | 0.12% | 00.0% | Unchanged |
| Stelac Advisory Services LLC | 4,000 | $211.9K | 0.09% | 00.0% | Unchanged |
| New Century Financial Group, LLC | 4,018 | $212.8K | 0.09% | −377−8.6% | Reduced |
| Sound View Wealth Advisors Group, LLC | 4,025 | $213.2K | 0.02% | 00.0% | Unchanged |
| D.A. Davidson & Co. | 4,026 | $213.3K | 0.00% | −126−3.0% | Reduced |
| Financial Network Wealth Advisors LLC | 4,040 | $214.1K | 0.16% | +20+0.5% | Added |
| Probity Advisors, Inc. | 4,051 | $214.6K | 0.04% | +4,051 | New |
| Kimelman & Baird, LLC | 4,054 | $214.7K | 0.02% | +4,054 | New |
| Two Sigma Securities, LLC | 4,107 | $217.5K | 0.01% | +147+3.7% | Added |
| Sound Stewardship, LLC | 4,226 | $223.9K | 0.14% | 00.0% | Unchanged |
| MML Investors Services, LLC | 4,233 | $224.0K | 0.00% | −1,883−30.8% | Reduced |
| Atria Investments LLC | 4,243 | $224.7K | 0.00% | +4,243 | New |
| Krane Funds Advisors LLC | 4,250 | $225.1K | 0.01% | +30+0.7% | Added |
| Valeo Financial Advisors, LLC | 4,296 | $227.6K | 0.01% | +98+2.3% | Added |
| Artisan Partners Limited Partnership | 4,308 | $228.2K | 0.00% | 00.0% | Unchanged |
| Walker Asset Management, LLC | 4,325 | $229.1K | 0.15% | −80−1.8% | Reduced |
| Point72 Asia (Singapore) Pte. Ltd. | 4,340 | $229.9K | 0.05% | −1,832−29.7% | Reduced |
| Buckingham Strategic Wealth, LLC | 4,365 | $231.2K | 0.00% | +4,365 | New |
| Martingale Asset Management L P | 4,400 | $233.1K | 0.01% | 00.0% | Unchanged |
| Bank & Trust Co | 4,406 | $233.4K | 0.20% | +4,406 | New |
| Pearl River Capital, LLC | 4,411 | $233.7K | 0.04% | +4,411 | New |
| Zacks Investment Management | 4,455 | $236.0K | 0.00% | −3,869−46.5% | Reduced |
| Teacher Retirement System of Texas | 4,466 | $237.0K | 0.00% | −5,902−56.9% | Reduced |
| NorthRock Partners, LLC | 4,514 | $239.1K | 0.01% | −374−7.7% | Reduced |
| Integris Wealth Management, LLC | 4,570 | $242.1K | 0.07% | 00.0% | Unchanged |
| V-Square Quantitative Management LLC | 4,611 | $244.2K | 0.04% | +480+11.6% | Added |
| MidWestOne Financial Group, Inc. | 4,619 | $244.7K | 0.04% | +4,619 | New |
| Quadcap Wealth Management, LLC | 4,635 | $245.5K | 0.04% | +4,635 | New |
| Vident Advisory, LLC | 4,639 | $245.7K | 0.01% | +538+13.1% | Added |
| Modern Wealth Management, LLC | 4,687 | $248.3K | 0.02% | −69−1.5% | Reduced |
| Black Diamond Financial, LLC | 4,729 | $250.5K | 0.05% | 00.0% | Unchanged |
| Kingswood Wealth Advisors, LLC | 4,736 | $250.9K | 0.02% | +163+3.6% | Added |
| Cornerstone Wealth Management, LLC | 4,751 | $251.7K | 0.02% | +394+9.0% | Added |
| PFG Investments, LLC | 4,766 | $252.5K | 0.02% | +978+25.8% | Added |
| Verity Asset Management, Inc. | 4,783 | $253.4K | 0.10% | −1,850−27.9% | Reduced |
| Nomura Holdings Inc | 4,882 | $258.6K | 0.00% | +4,882 | New |
| Tocqueville Asset Management L.P. | 4,900 | $259.6K | 0.00% | 00.0% | Unchanged |
| Camelot Portfolios, LLC | 4,975 | $263.5K | 0.15% | +4,975 | New |
| Massmutual Trust Co FSB | 4,987 | $264.2K | 0.01% | +65+1.3% | Added |
| Syon Capital LLC | 5,030 | $266.4K | 0.02% | +10+0.2% | Added |
| T. Rowe Price Investment Management, Inc. | 5,044 | $268.0K | 0.00% | +1,624+47.5% | Added |
| GoalVest Advisory LLC | 5,093 | $269.8K | 0.09% | 00.0% | Unchanged |
| Gentry Private Wealth, LLC | 5,093 | $269.8K | 0.24% | +5,093 | New |
| Garrett Investment Advisors LLC | 5,145 | $272.5K | 0.03% | +149+3.0% | Added |
| Investment Management Corp of Ontario | 5,206 | $275.8K | 0.01% | +5,206 | New |
| Atomi Financial Group, Inc. | 5,212 | $276.1K | 0.02% | −142−2.7% | Reduced |
| Hudock, Inc. | 5,227 | $276.9K | 0.05% | +5,227 | New |
| Intrust Bank NA | 5,278 | $279.6K | 0.03% | −301−5.4% | Reduced |
| Vista Investment Partners LLC | 5,358 | $283.8K | 0.09% | 00.0% | Unchanged |
| Central Trust Co | 5,440 | $288.2K | 0.01% | +449+9.0% | Added |
| Schulhoff & Co Inc | 5,500 | $291.3K | 0.13% | 00.0% | Unchanged |
| Pensionmark Financial Group, LLC | 5,503 | $291.5K | 0.02% | +5,503 | New |
| Scientech Research LLC | 5,542 | $293.6K | 0.06% | +5,542 | New |
| We Are One Seven, LLC | 5,654 | $299.5K | 0.01% | +265+4.9% | Added |
| B. Metzler seel. Sohn & Co. AG | 5,655 | $299.5K | 0.00% | 00.0% | Unchanged |
| Uncommon Cents Investing LLC | 5,660 | $299.8K | 0.09% | +1,580+38.7% | Added |
| MainStreet Investment Advisors LLC | 5,718 | $302.9K | 0.04% | +1,195+26.4% | Added |
| Vinva Investment Management Ltd | 5,707 | $303.9K | 0.02% | +5,707 | New |
| Garner Asset Management Corp | 5,831 | $309.0K | 0.15% | +6+0.1% | Added |
| Tokio Marine Asset Management Co Ltd | 5,917 | $313.4K | 0.01% | 00.0% | Unchanged |
| Equitable Holdings, Inc. | 5,953 | $315.3K | 0.00% | −508−7.9% | Reduced |
| TownSquare Capital, LLC | 6,007 | $318.2K | 0.00% | +136+2.3% | Added |
| Trust Co | 6,017 | $318.7K | 0.04% | 00.0% | Unchanged |
| BKD Wealth Advisors, LLC | 6,027 | $319.3K | 0.01% | −132−2.1% | Reduced |
| Waterfront Wealth Inc. | 6,041 | $320.0K | 0.09% | −400−6.2% | Reduced |
| Westwood Holdings Group Inc. | 6,076 | $321.8K | 0.00% | 00.0% | Unchanged |
| Colony Group, LLC | 6,105 | $323.0K | 0.00% | +38+0.6% | Added |
| Integrated Wealth Concepts LLC | 6,106 | $323.5K | 0.00% | +292+5.0% | Added |
| KCM Investment Advisors LLC | 6,122 | $324.3K | 0.01% | −330−5.1% | Reduced |
| Financial Advisory Service, Inc. | 6,139 | $325.2K | 0.03% | +47+0.8% | Added |
| Raymond James Trust N.A. | 6,150 | $325.8K | 0.01% | +162+2.7% | Added |
| Vaughan David Investments LLC | 6,187 | $328.0K | 0.01% | −780−11.2% | Reduced |
| IFG Advisory, LLC | 6,263 | $331.8K | 0.02% | +6,263 | New |
| NBC Securities, Inc. | 6,410 | $339.0K | 0.03% | +2,382+59.1% | Added |
| Resources Investment Advisors, LLC. | 6,501 | $344.4K | 0.00% | +160+2.5% | Added |
| Paloma Partners Management Co | 6,523 | $345.5K | 0.03% | +6,523 | New |
| Signaturefd, LLC | 6,568 | $347.9K | 0.01% | −133−2.0% | Reduced |
| Kornitzer Capital Management Inc | 6,579 | $348.5K | 0.01% | 00.0% | Unchanged |
| IHT Wealth Management, LLC | 6,567 | $348.8K | 0.01% | +88+1.4% | Added |
| Buckingham Strategic Partners | 6,852 | $363.0K | 0.01% | +760+12.5% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 6,867 | $363.7K | 0.00% | −106−1.5% | Reduced |
| Park Avenue Securities LLC | 6,891 | $365.0K | 0.00% | +717+11.6% | Added |
| HB Wealth Management, LLC | 6,978 | $369.6K | 0.00% | +1,253+21.9% | Added |
| Dark Forest Capital Management LP | 6,986 | $370.0K | 0.07% | +6,986 | New |
| Ti-Trust, Inc | 7,047 | $373.3K | 0.29% | 00.0% | Unchanged |
| Naples Global Advisors, LLC | 7,063 | $374.1K | 0.04% | −175−2.4% | Reduced |
| NEOS Investment Management LLC | 7,076 | $374.8K | 0.02% | +1,992+39.2% | Added |
| Mirabella Financial Services LLP | 7,175 | $380.1K | 0.03% | +7,175 | New |
| O'Shaughnessy Asset Management, LLC | 7,227 | $382.8K | 0.00% | +1,802+33.2% | Added |
| Prime Capital Investment Advisors, LLC | 7,228 | $382.9K | 0.01% | +22+0.3% | Added |
| Metis Global Partners, LLC | 7,247 | $383.9K | 0.01% | −144−1.9% | Reduced |
| Novak & Powell Financial Services, Inc. | 7,271 | $385.1K | 0.24% | +86+1.2% | Added |
| Coldstream Capital Management Inc | 7,294 | $386.4K | 0.01% | +203+2.9% | Added |
| Northwestern Mutual Investment Management Company, LLC | 7,317 | $387.6K | 0.01% | +27+0.4% | Added |
| Entropy Technologies, LP | 7,360 | $389.9K | 0.04% | −29,478−80.0% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 7,416 | $392.8K | 0.03% | −165−2.2% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 7,436 | $393.9K | 0.02% | −204−2.7% | Reduced |