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 |
|---|---|---|---|---|---|
| Edgestream Partners, L.P. | 18,643 | $987.5K | 0.05% | −10,172−35.3% | Reduced |
| Financial Partners Group, Inc | 18,496 | $979.7K | 0.15% | +1,858+11.2% | Added |
| Schnieders Capital Management LLC | 18,423 | $975.9K | 0.20% | +1,975+12.0% | Added |
| DekaBank Deutsche Girozentrale | 18,351 | $975.0K | 0.00% | −84−0.5% | Reduced |
| Point72 Hong Kong Ltd | 18,399 | $974.6K | 0.06% | −50,809−73.4% | Reduced |
| Teachers Retirement System of the State of Kentucky | 18,243 | $966.0K | 0.01% | −531−2.8% | Reduced |
| Pathstone Holdings, LLC | 18,112 | $959.4K | 0.00% | +3,133+20.9% | Added |
| Eagle Global Advisors LLC | 17,808 | $943.3K | 0.05% | +17,808 | New |
| Unique Wealth Strategies, LLC | 17,596 | $939.3K | 0.44% | 00.0% | Unchanged |
| Mizuho Securities USA LLC | 17,725 | $938.9K | 0.02% | +17,725 | New |
| Truist Financial Corp | 17,660 | $935.4K | 0.00% | −774−4.2% | Reduced |
| LMCG Investments, LLC | 17,606 | $932.6K | 0.05% | −87−0.5% | Reduced |
| Maryland State Retirement & Pension System | 17,360 | $919.6K | 0.02% | 00.0% | Unchanged |
| Sherbrooke Park Advisers LLC | 17,333 | $918.1K | 0.16% | +9,947+134.7% | Added |
| Kentucky Retirement Systems | 17,327 | $917.8K | 0.03% | −119−0.7% | Reduced |
| Northwestern Mutual Wealth Management Co | 17,040 | $902.6K | 0.00% | +2,488+17.1% | Added |
| MBB Public Markets I LLC | 16,865 | $893.3K | 0.02% | +16,865 | New |
| SeaCrest Wealth Management, LLC | 16,625 | $880.6K | 0.10% | −318−1.9% | Reduced |
| Pacer Advisors, Inc. | 16,374 | $867.3K | 0.00% | +750+4.8% | Added |
| Occudo Quantitative Strategies LP | 16,287 | $862.7K | 0.15% | +16,287 | New |
| Rockland Trust Co | 16,214 | $858.9K | 0.05% | +400+2.5% | Added |
| Sanctuary Advisors, LLC | 16,470 | $851.3K | 0.01% | +16,470 | New |
| ClearAlpha Technologies LP | 15,711 | $832.2K | 0.33% | +1,660+11.8% | Added |
| J.W. Cole Advisors, Inc. | 15,650 | $829.0K | 0.04% | +227+1.5% | Added |
| Prudential PLC | 15,310 | $811.0K | 0.01% | 00.0% | Unchanged |
| Ieq Capital, LLC | 15,233 | $806.9K | 0.01% | +6,101+66.8% | Added |
| Axq Capital, LP | 14,957 | $792.3K | 0.19% | −14,543−49.3% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 14,778 | $782.8K | 0.00% | +541+3.8% | Added |
| Jump Financial, LLC | 14,722 | $779.8K | 0.02% | −44,458−75.1% | Reduced |
| Hartford Investment Management Co | 14,415 | $763.6K | 0.03% | −270−1.8% | Reduced |
| Edmonds Duncan Registered Investment Advisors, LLC | 14,359 | $760.6K | 0.19% | 00.0% | Unchanged |
| GWM Advisors LLC | 13,665 | $723.8K | 0.01% | +4,949+56.8% | Added |
| Huber Capital Management LLC | 13,658 | $723.5K | 0.16% | −490−3.5% | Reduced |
| Private Advisor Group, LLC | 13,520 | $716.2K | 0.00% | −807−5.6% | Reduced |
| Coppell Advisory Solutions LLC | 13,228 | $700.7K | 0.12% | +13,228 | New |
| Albion Financial Group | 13,183 | $698.3K | 0.05% | −2,887−18.0% | Reduced |
| Securian Asset Management, Inc | 13,131 | $695.5K | 0.02% | −364−2.7% | Reduced |
| Louisiana State Employees Retirement System | 13,000 | $688.6K | 0.01% | −400−3.0% | Reduced |
| Exchange Traded Concepts, LLC | 12,966 | $686.8K | 0.02% | −16,075−55.4% | Reduced |
| Profund Advisors LLC | 12,695 | $672.5K | 0.02% | +4,121+48.1% | Added |
| LaFleur & Godfrey LLC | 12,292 | $651.1K | 0.10% | −293−2.3% | Reduced |
| KBC Group NV | 12,275 | $650.0K | 0.00% | 00.0% | Unchanged |
| Ethic Inc. | 12,203 | $646.4K | 0.02% | +165+1.4% | Added |
| Mirae Asset Global Investments Co., Ltd. | 12,089 | $643.7K | 0.00% | −40,851−77.2% | Reduced |
| Lion Street Advisors, LLC | 12,131 | $642.6K | 0.24% | −358−2.9% | Reduced |
| Miller Howard Investments Inc | 12,127 | $642.4K | 0.02% | −99−0.8% | Reduced |
| Amica Mutual Insurance Co | 11,632 | $616.0K | 0.06% | 00.0% | Unchanged |
| New Mexico Educational Retirement Board | 11,550 | $612.0K | 0.02% | 00.0% | Unchanged |
| Gibson Wealth Advisors LLC | 11,400 | $603.9K | 0.57% | 00.0% | Unchanged |
| Intrua Financial, LLC | 11,324 | $599.8K | 0.10% | −736−6.1% | Reduced |
| CAPROCK Group, Inc. | 11,122 | $589.1K | 0.02% | +1,580+16.6% | Added |
| Aviso Financial Inc. | 10,827 | $573.6K | 0.03% | +10,827 | New |
| Iams Wealth Management, LLC | 10,766 | $570.3K | 0.31% | +662+6.6% | Added |
| Blair William & Co | 10,708 | $567.2K | 0.00% | +137+1.3% | Added |
| Change Path, LLC | 10,621 | $563.0K | 0.03% | +268+2.6% | Added |
| Squarepoint Ops LLC | 10,558 | $559.3K | 0.00% | −61,767−85.4% | Reduced |
| Midwest Financial Group LLC | 10,555 | $559.0K | 0.36% | −238−2.2% | Reduced |
| Moors & Cabot, Inc. | 10,479 | $555.1K | 0.03% | −806−7.1% | Reduced |
| Nordea Investment Management AB | 10,263 | $546.1K | 0.00% | +460+4.7% | Added |
| Concurrent Investment Advisors, LLC | 10,087 | $534.3K | 0.02% | −418−4.0% | Reduced |
| Jefferies Financial Group Inc. | 9,891 | $523.9K | 0.01% | +9,891 | New |
| Rakuten Investment Management, Inc. | 9,788 | $521.2K | 0.00% | +3,611+58.5% | Added |
| IFP Advisors, Inc | 9,818 | $520.0K | 0.02% | +129+1.3% | Added |
| Crossmark Global Holdings, Inc. | 9,812 | $520.0K | 0.01% | −400−3.9% | Reduced |
| Janney Montgomery Scott LLC | 9,698 | $514.0K | 0.00% | −3,766−28.0% | Reduced |
| Mattern Wealth Management LLC | 9,671 | $512.3K | 0.12% | −55−0.6% | Reduced |
| Qtron Investments LLC | 9,601 | $508.6K | 0.07% | 00.0% | Unchanged |
| Altfest L J & Co Inc | 9,501 | $503.0K | 0.07% | +9,501 | New |
| Smith, Moore & Co. | 9,492 | $502.8K | 0.05% | +449+5.0% | Added |
| Moody National Bank Trust Division | 9,185 | $486.5K | 0.04% | +420+4.8% | Added |
| Johnson Investment Counsel Inc | 9,144 | $484.4K | 0.01% | +309+3.5% | Added |
| Fairview Capital Investment Management, LLC | 9,000 | $476.7K | 0.03% | 00.0% | Unchanged |
| Simplex Trading, LLC | 8,929 | $472.0K | 0.02% | +4,597+106.1% | Added |
| FineMark National Bank & Trust | 8,908 | $471.9K | 0.02% | +2,716+43.9% | Added |
| HighPoint Advisor Group LLC | 8,124 | $469.0K | 0.03% | +302+3.9% | Added |
| Synovus Financial Corp | 8,816 | $467.0K | 0.01% | +30.0% | Added |
| Pallas Capital Advisors LLC | 8,400 | $463.0K | 0.02% | +8,400 | New |
| Delap Wealth Advisory, LLC | 8,697 | $460.7K | 0.21% | +3,941+82.9% | Added |
| Parallel Advisors, LLC | 8,681 | $459.8K | 0.01% | +361+4.3% | Added |
| RSM US Wealth Management LLC | 8,689 | $458.4K | 0.01% | +8,689 | New |
| GAMMA Investing LLC | 8,627 | $457.0K | 0.06% | +3,525+69.1% | Added |
| Meeder Advisory Services, Inc. | 8,556 | $453.2K | 0.03% | +3,611+73.0% | Added |
| Landscape Capital Management, L.L.C. | 8,478 | $449.1K | 0.04% | +8,478 | New |
| CoreFirst Bank & Trust | 8,417 | $445.8K | 0.30% | −1,173−12.2% | Reduced |
| Veriti Management LLC | 8,216 | $435.2K | 0.03% | +783+10.5% | Added |
| Stephenson National Bank & Trust | 8,072 | $427.6K | 0.15% | −117−1.4% | Reduced |
| Transcend Wealth Collective, LLC | 8,015 | $424.6K | 0.03% | +15+0.2% | Added |
| Nicolet Bankshares Inc | 8,000 | $423.8K | 0.11% | 00.0% | Unchanged |
| Chicago Partners Investment Group LLC | 7,331 | $423.1K | 0.02% | +623+9.3% | Added |
| Jeppson Wealth Management, LLC | 7,833 | $414.9K | 0.16% | −37−0.5% | Reduced |
| D.B. Root & Company, LLC | 7,774 | $411.8K | 0.14% | −147−1.9% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 7,738 | $409.9K | 0.02% | −5,380−41.0% | Reduced |
| Norinchukin Bank, The | 7,737 | $409.8K | 0.01% | +150+2.0% | Added |
| Wealthcare Advisory Partners LLC | 7,696 | $407.7K | 0.01% | +1,822+31.0% | Added |
| Sierra Summit Advisors LLC | 7,682 | $406.9K | 0.10% | +7,682 | New |
| United Capital Financial Advisers, LLC | 7,660 | $405.7K | 0.00% | −386−4.8% | Reduced |
| Sunbelt Securities, Inc. | 7,610 | $403.1K | 0.04% | −10.0% | Reduced |
| Empirical Finance, LLC | 7,580 | $401.5K | 0.03% | −183−2.4% | Reduced |
| Evergreen Capital Management LLC | 7,560 | $400.5K | 0.01% | +1,098+17.0% | Added |
| Trust Co of Kansas | 7,521 | $398.0K | 0.21% | −2,336−23.7% | Reduced |