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 |
|---|---|---|---|---|---|
| Proequities, Inc. | 7,439 | $394.0K | 0.02% | −552−6.9% | Reduced |
| Atria Wealth Solutions, Inc. | 7,442 | $394.2K | 0.00% | +68+0.9% | Added |
| Trust Co of Kansas | 7,521 | $398.0K | 0.21% | −2,336−23.7% | Reduced |
| Evergreen Capital Management LLC | 7,560 | $400.5K | 0.01% | +1,098+17.0% | Added |
| Empirical Finance, LLC | 7,580 | $401.5K | 0.03% | −183−2.4% | Reduced |
| Sunbelt Securities, Inc. | 7,610 | $403.1K | 0.04% | −10.0% | Reduced |
| United Capital Financial Advisers, LLC | 7,660 | $405.7K | 0.00% | −386−4.8% | Reduced |
| Sierra Summit Advisors LLC | 7,682 | $406.9K | 0.10% | +7,682 | New |
| Wealthcare Advisory Partners LLC | 7,696 | $407.7K | 0.01% | +1,822+31.0% | Added |
| Norinchukin Bank, The | 7,737 | $409.8K | 0.01% | +150+2.0% | Added |
| Hennion & Walsh Asset Management, Inc. | 7,738 | $409.9K | 0.02% | −5,380−41.0% | Reduced |
| D.B. Root & Company, LLC | 7,774 | $411.8K | 0.14% | −147−1.9% | Reduced |
| Jeppson Wealth Management, LLC | 7,833 | $414.9K | 0.16% | −37−0.5% | Reduced |
| Chicago Partners Investment Group LLC | 7,331 | $423.1K | 0.02% | +623+9.3% | Added |
| Nicolet Bankshares Inc | 8,000 | $423.8K | 0.11% | 00.0% | Unchanged |
| Transcend Wealth Collective, LLC | 8,015 | $424.6K | 0.03% | +15+0.2% | Added |
| Stephenson National Bank & Trust | 8,072 | $427.6K | 0.15% | −117−1.4% | Reduced |
| Veriti Management LLC | 8,216 | $435.2K | 0.03% | +783+10.5% | Added |
| CoreFirst Bank & Trust | 8,417 | $445.8K | 0.30% | −1,173−12.2% | Reduced |
| Landscape Capital Management, L.L.C. | 8,478 | $449.1K | 0.04% | +8,478 | New |
| Meeder Advisory Services, Inc. | 8,556 | $453.2K | 0.03% | +3,611+73.0% | Added |
| GAMMA Investing LLC | 8,627 | $457.0K | 0.06% | +3,525+69.1% | Added |
| RSM US Wealth Management LLC | 8,689 | $458.4K | 0.01% | +8,689 | New |
| Parallel Advisors, LLC | 8,681 | $459.8K | 0.01% | +361+4.3% | Added |
| Delap Wealth Advisory, LLC | 8,697 | $460.7K | 0.21% | +3,941+82.9% | Added |
| Pallas Capital Advisors LLC | 8,400 | $463.0K | 0.02% | +8,400 | New |
| Synovus Financial Corp | 8,816 | $467.0K | 0.01% | +30.0% | Added |
| HighPoint Advisor Group LLC | 8,124 | $469.0K | 0.03% | +302+3.9% | Added |
| FineMark National Bank & Trust | 8,908 | $471.9K | 0.02% | +2,716+43.9% | Added |
| Simplex Trading, LLC | 8,929 | $472.0K | 0.02% | +4,597+106.1% | Added |
| Fairview Capital Investment Management, LLC | 9,000 | $476.7K | 0.03% | 00.0% | Unchanged |
| Johnson Investment Counsel Inc | 9,144 | $484.4K | 0.01% | +309+3.5% | Added |
| Moody National Bank Trust Division | 9,185 | $486.5K | 0.04% | +420+4.8% | Added |
| Smith, Moore & Co. | 9,492 | $502.8K | 0.05% | +449+5.0% | Added |
| Altfest L J & Co Inc | 9,501 | $503.0K | 0.07% | +9,501 | New |
| Qtron Investments LLC | 9,601 | $508.6K | 0.07% | 00.0% | Unchanged |
| Mattern Wealth Management LLC | 9,671 | $512.3K | 0.12% | −55−0.6% | Reduced |
| Janney Montgomery Scott LLC | 9,698 | $514.0K | 0.00% | −3,766−28.0% | Reduced |
| Crossmark Global Holdings, Inc. | 9,812 | $520.0K | 0.01% | −400−3.9% | Reduced |
| IFP Advisors, Inc | 9,818 | $520.0K | 0.02% | +129+1.3% | Added |
| Rakuten Investment Management, Inc. | 9,788 | $521.2K | 0.00% | +3,611+58.5% | Added |
| Jefferies Financial Group Inc. | 9,891 | $523.9K | 0.01% | +9,891 | New |
| Concurrent Investment Advisors, LLC | 10,087 | $534.3K | 0.02% | −418−4.0% | Reduced |
| Nordea Investment Management AB | 10,263 | $546.1K | 0.00% | +460+4.7% | Added |
| Moors & Cabot, Inc. | 10,479 | $555.1K | 0.03% | −806−7.1% | Reduced |
| Midwest Financial Group LLC | 10,555 | $559.0K | 0.36% | −238−2.2% | Reduced |
| Squarepoint Ops LLC | 10,558 | $559.3K | 0.00% | −61,767−85.4% | Reduced |
| Change Path, LLC | 10,621 | $563.0K | 0.03% | +268+2.6% | Added |
| Blair William & Co | 10,708 | $567.2K | 0.00% | +137+1.3% | Added |
| Iams Wealth Management, LLC | 10,766 | $570.3K | 0.31% | +662+6.6% | Added |
| Aviso Financial Inc. | 10,827 | $573.6K | 0.03% | +10,827 | New |
| CAPROCK Group, Inc. | 11,122 | $589.1K | 0.02% | +1,580+16.6% | Added |
| Intrua Financial, LLC | 11,324 | $599.8K | 0.10% | −736−6.1% | Reduced |
| Gibson Wealth Advisors LLC | 11,400 | $603.9K | 0.57% | 00.0% | Unchanged |
| New Mexico Educational Retirement Board | 11,550 | $612.0K | 0.02% | 00.0% | Unchanged |
| Amica Mutual Insurance Co | 11,632 | $616.0K | 0.06% | 00.0% | Unchanged |
| Miller Howard Investments Inc | 12,127 | $642.4K | 0.02% | −99−0.8% | Reduced |
| Lion Street Advisors, LLC | 12,131 | $642.6K | 0.24% | −358−2.9% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 12,089 | $643.7K | 0.00% | −40,851−77.2% | Reduced |
| Ethic Inc. | 12,203 | $646.4K | 0.02% | +165+1.4% | Added |
| KBC Group NV | 12,275 | $650.0K | 0.00% | 00.0% | Unchanged |
| LaFleur & Godfrey LLC | 12,292 | $651.1K | 0.10% | −293−2.3% | Reduced |
| Profund Advisors LLC | 12,695 | $672.5K | 0.02% | +4,121+48.1% | Added |
| Exchange Traded Concepts, LLC | 12,966 | $686.8K | 0.02% | −16,075−55.4% | Reduced |
| Louisiana State Employees Retirement System | 13,000 | $688.6K | 0.01% | −400−3.0% | Reduced |
| Securian Asset Management, Inc | 13,131 | $695.5K | 0.02% | −364−2.7% | Reduced |
| Albion Financial Group | 13,183 | $698.3K | 0.05% | −2,887−18.0% | Reduced |
| Coppell Advisory Solutions LLC | 13,228 | $700.7K | 0.12% | +13,228 | New |
| Private Advisor Group, LLC | 13,520 | $716.2K | 0.00% | −807−5.6% | Reduced |
| Huber Capital Management LLC | 13,658 | $723.5K | 0.16% | −490−3.5% | Reduced |
| GWM Advisors LLC | 13,665 | $723.8K | 0.01% | +4,949+56.8% | Added |
| Edmonds Duncan Registered Investment Advisors, LLC | 14,359 | $760.6K | 0.19% | 00.0% | Unchanged |
| Hartford Investment Management Co | 14,415 | $763.6K | 0.03% | −270−1.8% | Reduced |
| Jump Financial, LLC | 14,722 | $779.8K | 0.02% | −44,458−75.1% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 14,778 | $782.8K | 0.00% | +541+3.8% | Added |
| Axq Capital, LP | 14,957 | $792.3K | 0.19% | −14,543−49.3% | Reduced |
| Ieq Capital, LLC | 15,233 | $806.9K | 0.01% | +6,101+66.8% | Added |
| Prudential PLC | 15,310 | $811.0K | 0.01% | 00.0% | Unchanged |
| J.W. Cole Advisors, Inc. | 15,650 | $829.0K | 0.04% | +227+1.5% | Added |
| ClearAlpha Technologies LP | 15,711 | $832.2K | 0.33% | +1,660+11.8% | Added |
| Sanctuary Advisors, LLC | 16,470 | $851.3K | 0.01% | +16,470 | New |
| Rockland Trust Co | 16,214 | $858.9K | 0.05% | +400+2.5% | Added |
| Occudo Quantitative Strategies LP | 16,287 | $862.7K | 0.15% | +16,287 | New |
| Pacer Advisors, Inc. | 16,374 | $867.3K | 0.00% | +750+4.8% | Added |
| SeaCrest Wealth Management, LLC | 16,625 | $880.6K | 0.10% | −318−1.9% | Reduced |
| MBB Public Markets I LLC | 16,865 | $893.3K | 0.02% | +16,865 | New |
| Northwestern Mutual Wealth Management Co | 17,040 | $902.6K | 0.00% | +2,488+17.1% | Added |
| Kentucky Retirement Systems | 17,327 | $917.8K | 0.03% | −119−0.7% | Reduced |
| Sherbrooke Park Advisers LLC | 17,333 | $918.1K | 0.16% | +9,947+134.7% | Added |
| Maryland State Retirement & Pension System | 17,360 | $919.6K | 0.02% | 00.0% | Unchanged |
| LMCG Investments, LLC | 17,606 | $932.6K | 0.05% | −87−0.5% | Reduced |
| Truist Financial Corp | 17,660 | $935.4K | 0.00% | −774−4.2% | Reduced |
| Mizuho Securities USA LLC | 17,725 | $938.9K | 0.02% | +17,725 | New |
| Unique Wealth Strategies, LLC | 17,596 | $939.3K | 0.44% | 00.0% | Unchanged |
| Eagle Global Advisors LLC | 17,808 | $943.3K | 0.05% | +17,808 | New |
| Pathstone Holdings, LLC | 18,112 | $959.4K | 0.00% | +3,133+20.9% | Added |
| Teachers Retirement System of the State of Kentucky | 18,243 | $966.0K | 0.01% | −531−2.8% | Reduced |
| Point72 Hong Kong Ltd | 18,399 | $974.6K | 0.06% | −50,809−73.4% | Reduced |
| DekaBank Deutsche Girozentrale | 18,351 | $975.0K | 0.00% | −84−0.5% | Reduced |
| Schnieders Capital Management LLC | 18,423 | $975.9K | 0.20% | +1,975+12.0% | Added |