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 |
|---|---|---|---|---|---|
| Commonwealth Equity Services, LLC | 54,276 | $2.88M | 0.00% | −7,158−11.7% | Reduced |
| Raymond James & Associates | 52,348 | $2.77M | 0.00% | +1,037+2.0% | Added |
| Umb Bank N A | 51,912 | $2.75M | 0.05% | +22,230+74.9% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 51,894 | $2.75M | 0.01% | −2,320−4.3% | Reduced |
| The PNC Financial Services Group, Inc. | 51,352 | $2.72M | 0.00% | −848−1.6% | Reduced |
| Soltis Investment Advisors LLC | 51,023 | $2.70M | 0.29% | +3,141+6.6% | Added |
| Retirement Systems of Alabama | 50,721 | $2.69M | 0.01% | +180.0% | Added |
| Keeley-Teton Advisors, LLC | 50,107 | $2.65M | 0.34% | +12,157+32.0% | Added |
| Cambridge Investment Research Advisors, Inc. | 49,667 | $2.63M | 0.01% | −2,935−5.6% | Reduced |
| QRG Capital Management, Inc. | 47,895 | $2.54M | 0.03% | +2,630+5.8% | Added |
| Mercer Global Advisors Inc | 47,243 | $2.50M | 0.01% | +3,324+7.6% | Added |
| Mariner, LLC | 45,424 | $2.41M | 0.00% | +2,418+5.6% | Added |
| Icon Advisers Inc | 45,300 | $2.39M | 0.54% | 00.0% | Unchanged |
| British Columbia Investment Management Corp | 44,024 | $2.33M | 0.01% | +16,619+60.6% | Added |
| Czech National Bank | 43,815 | $2.32M | 0.03% | +3,401+8.4% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 43,576 | $2.31M | 0.03% | +1,201+2.8% | Added |
| State of Tennessee, Treasury Department | 43,477 | $2.30M | 0.01% | −2,042−4.5% | Reduced |
| Brinker Capital Investments, LLC | 43,056 | $2.28M | 0.02% | −3,614−7.7% | Reduced |
| Orion Portfolio Solutions, LLC | 43,056 | $2.28M | 0.02% | −3,614−7.7% | Reduced |
| CI Private Wealth, LLC | 42,904 | $2.27M | 0.00% | −3,505−7.6% | Reduced |
| Jones Financial Companies LLLP | 39,780 | $2.11M | 0.00% | +33,796+564.8% | Added |
| Cerity Partners LLC | 39,255 | $2.08M | 0.01% | +5,321+15.7% | Added |
| Public Sector Pension Investment Board | 39,037 | $2.07M | 0.01% | +13,001+49.9% | Added |
| Standard Life Aberdeen plc | 38,860 | $2.06M | 0.00% | −28,614−42.4% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 38,649 | $2.05M | 0.00% | +38,649 | New |
| Tower Research Capital LLC (TRC) | 38,560 | $2.04M | 0.03% | +22,558+141.0% | Added |
| Bailard, Inc. | 37,940 | $2.01M | 0.06% | +33,480+750.7% | Added |
| Commerce Bank | 37,783 | $2.00M | 0.01% | +1,727+4.8% | Added |
| Redwood Investment Management, LLC | 37,440 | $1.98M | 0.17% | −4,728−11.2% | Reduced |
| Capital Fund Management S.A. | 37,358 | $1.98M | 0.02% | −99,748−72.8% | Reduced |
| US Bancorp | 37,304 | $1.98M | 0.00% | +426+1.2% | Added |
| Baird Financial Group, Inc. | 36,885 | $1.95M | 0.00% | +12,909+53.8% | Added |
| Twin Capital Management Inc | 36,630 | $1.94M | 0.23% | +1,505+4.3% | Added |
| Utah Retirement Systems | 36,627 | $1.94M | 0.02% | −1,800−4.7% | Reduced |
| CIBC Asset Management Inc | 36,558 | $1.94M | 0.01% | −1,787−4.7% | Reduced |
| Pathway Financial Advisers, LLC | 36,508 | $1.93M | 0.69% | +2,529+7.4% | Added |
| First PREMIER Bank | 36,007 | $1.91M | 0.51% | −901−2.4% | Reduced |
| Conning Inc. | 34,397 | $1.82M | 0.07% | +52+0.2% | Added |
| JustInvest LLC | 34,051 | $1.79M | 0.03% | +7,484+28.2% | Added |
| Brevan Howard Capital Management LP | 33,676 | $1.78M | 0.12% | +33,676 | New |
| ProShare Advisors LLC | 33,390 | $1.77M | 0.00% | +3,042+10.0% | Added |
| Yousif Capital Management, LLC | 32,689 | $1.73M | 0.02% | −787−2.4% | Reduced |
| Schroder Investment Management Group | 32,676 | $1.73M | 0.00% | +635+2.0% | Added |
| Inspire Advisors, LLC | 32,523 | $1.72M | 0.23% | +32,523 | New |
| Advisor Group Holdings, Inc. | 32,127 | $1.70M | 0.00% | −4,901−13.2% | Reduced |
| WealthTrust Axiom LLC | 32,056 | $1.70M | 0.56% | +40.0% | Added |
| Community Bank of Raymore | 31,551 | $1.67M | 1.30% | −8,709−21.6% | Reduced |
| New York Life Investment Management LLC | 31,415 | $1.66M | 0.02% | +203+0.7% | Added |
| Green Square Capital Advisors LLC | 31,209 | $1.65M | 0.23% | +1,146+3.8% | Added |
| Glenmede Trust Co NA | 30,519 | $1.62M | 0.01% | +85+0.3% | Added |
| Xponance, Inc. | 30,427 | $1.61M | 0.02% | −343−1.1% | Reduced |
| Allspring Global Investments Holdings, LLC | 30,413 | $1.61M | 0.00% | −2,262−6.9% | Reduced |
| La Banque Postale Asset Management SA | 30,039 | $1.59M | 0.07% | +30,039 | New |
| CIBC World Markets Corp | 29,586 | $1.57M | 0.01% | +6,576+28.6% | Added |
| UniSuper Management Pty Ltd | 29,508 | $1.56M | 0.01% | +9,105+44.6% | Added |
| DC Investments Management, LLC | 29,492 | $1.56M | 1.32% | 00.0% | Unchanged |
| Ontario Teachers Pension Plan Board | 28,633 | $1.52M | 0.01% | −83,061−74.4% | Reduced |
| Brookstone Capital Management | 26,870 | $1.49M | 0.02% | +2,925+12.2% | Added |
| Nissay Asset Management Corp | 27,499 | $1.46M | 0.01% | +874+3.3% | Added |
| 1832 Asset Management L.P. | 26,985 | $1.43M | 0.00% | −2,507−8.5% | Reduced |
| Inceptionr LLC | 26,925 | $1.43M | 0.40% | +26,925 | New |
| AE Wealth Management LLC | 26,837 | $1.42M | 0.01% | +19,253+253.9% | Added |
| Assenagon Asset Management S.A. | 26,589 | $1.41M | 0.00% | −744,433−96.6% | Reduced |
| CWM Advisors, LLC | 26,460 | $1.40M | 0.16% | −5,827−18.0% | Reduced |
| Bokf, NA | 26,449 | $1.40M | 0.03% | −1,642−5.8% | Reduced |
| Qsemble Capital Management, LP | 25,891 | $1.37M | 0.26% | −7,349−22.1% | Reduced |
| Groupama Asset Managment | 25,414 | $1.35M | 0.03% | +10,601+71.6% | Added |
| Cresset Asset Management, LLC | 25,304 | $1.34M | 0.01% | +2,156+9.3% | Added |
| Daiwa Securities Group Inc. | 25,018 | $1.32M | 0.01% | +2,084+9.1% | Added |
| Clearbridge Investments, LLC | 25,012 | $1.32M | 0.00% | −4,807−16.1% | Reduced |
| Prospera Financial Services Inc | 24,965 | $1.32M | 0.04% | +2,225+9.8% | Added |
| Rafferty Asset Management, LLC | 24,948 | $1.32M | 0.00% | −1,488−5.6% | Reduced |
| Retirement Planning Group | 24,346 | $1.29M | 0.08% | +2,599+12.0% | Added |
| Janus Henderson Group PLC | 24,202 | $1.28M | 0.00% | −10,273−29.8% | Reduced |
| Vestcor Inc | 24,092 | $1.28M | 0.04% | 00.0% | Unchanged |
| Dynamic Advisor Solutions LLC | 23,579 | $1.25M | 0.04% | −90.0% | Reduced |
| National Pension Service | 23,414 | $1.24M | 0.00% | 00.0% | Unchanged |
| Centiva Capital, LP | 23,212 | $1.23M | 0.06% | +1,212+5.5% | Added |
| Independent Advisor Alliance | 23,043 | $1.22M | 0.04% | +23,043 | New |
| Cullinan Associates Inc | 22,803 | $1.21M | 0.07% | −3,600−13.6% | Reduced |
| Frank, Rimerman Advisors LLC | 22,498 | $1.19M | 0.08% | +22,498 | New |
| Public Employees Retirement Association of Colorado | 22,487 | $1.19M | 0.00% | −1,396−5.8% | Reduced |
| Credit Agricole S A | 22,329 | $1.18M | 0.01% | +8,374+60.0% | Added |
| Kestra Advisory Services, LLC | 22,209 | $1.18M | 0.01% | +4,489+25.3% | Added |
| Y-Intercept (Hong Kong) Ltd | 22,069 | $1.17M | 0.06% | −25,415−53.5% | Reduced |
| Pensionfund Sabic | 22,000 | $1.17M | 0.34% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 21,855 | $1.16M | 0.02% | +348+1.6% | Added |
| Aquatic Capital Management LLC | 21,400 | $1.13M | 0.04% | −31,000−59.2% | Reduced |
| Lido Advisors, LLC | 20,994 | $1.11M | 0.01% | −12,009−36.4% | Reduced |
| Walleye Capital LLC | 20,467 | $1.08M | 0.01% | +18,767+1,103.9% | Added |
| Wealth Enhancement Advisory Services, LLC | 19,944 | $1.06M | 0.00% | +3,550+21.7% | Added |
| HighTower Advisors, LLC | 19,788 | $1.05M | 0.00% | −6,139−23.7% | Reduced |
| Assetmark, Inc | 19,837 | $1.05M | 0.00% | +962+5.1% | Added |
| Fifth Third Bancorp | 19,785 | $1.05M | 0.00% | −144−0.7% | Reduced |
| Oregon Public Employees Retirement Fund | 19,785 | $1.05M | 0.02% | +100+0.5% | Added |
| Adamsbrown Wealth Consultants LLC | 19,706 | $1.04M | 0.41% | +10+0.1% | Added |
| Wealthspire Advisors, LLC | 19,278 | $1.02M | 0.01% | +269+1.4% | Added |
| Ci Investments Inc. | 19,051 | $1.01M | 0.00% | +150+0.8% | Added |
| Brookmont Capital Management | 18,921 | $1.00M | 0.55% | −864−4.4% | Reduced |
| Gulf International Bank (UK) Ltd | 18,791 | $995.0K | 0.03% | −350−1.8% | Reduced |