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 |
|---|---|---|---|---|---|
| Atria Wealth Solutions, Inc. | 7,442 | $394.2K | 0.00% | +68+0.9% | Added |
| Proequities, Inc. | 7,439 | $394.0K | 0.02% | −552−6.9% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 7,436 | $393.9K | 0.02% | −204−2.7% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 7,416 | $392.8K | 0.03% | −165−2.2% | Reduced |
| Entropy Technologies, LP | 7,360 | $389.9K | 0.04% | −29,478−80.0% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 7,317 | $387.6K | 0.01% | +27+0.4% | Added |
| Coldstream Capital Management Inc | 7,294 | $386.4K | 0.01% | +203+2.9% | Added |
| Novak & Powell Financial Services, Inc. | 7,271 | $385.1K | 0.24% | +86+1.2% | Added |
| Metis Global Partners, LLC | 7,247 | $383.9K | 0.01% | −144−1.9% | Reduced |
| Prime Capital Investment Advisors, LLC | 7,228 | $382.9K | 0.01% | +22+0.3% | Added |
| O'Shaughnessy Asset Management, LLC | 7,227 | $382.8K | 0.00% | +1,802+33.2% | Added |
| Mirabella Financial Services LLP | 7,175 | $380.1K | 0.03% | +7,175 | New |
| NEOS Investment Management LLC | 7,076 | $374.8K | 0.02% | +1,992+39.2% | Added |
| Naples Global Advisors, LLC | 7,063 | $374.1K | 0.04% | −175−2.4% | Reduced |
| Ti-Trust, Inc | 7,047 | $373.3K | 0.29% | 00.0% | Unchanged |
| Dark Forest Capital Management LP | 6,986 | $370.0K | 0.07% | +6,986 | New |
| HB Wealth Management, LLC | 6,978 | $369.6K | 0.00% | +1,253+21.9% | Added |
| Park Avenue Securities LLC | 6,891 | $365.0K | 0.00% | +717+11.6% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 6,867 | $363.7K | 0.00% | −106−1.5% | Reduced |
| Buckingham Strategic Partners | 6,852 | $363.0K | 0.01% | +760+12.5% | Added |
| IHT Wealth Management, LLC | 6,567 | $348.8K | 0.01% | +88+1.4% | Added |
| Kornitzer Capital Management Inc | 6,579 | $348.5K | 0.01% | 00.0% | Unchanged |
| Signaturefd, LLC | 6,568 | $347.9K | 0.01% | −133−2.0% | Reduced |
| Paloma Partners Management Co | 6,523 | $345.5K | 0.03% | +6,523 | New |
| Resources Investment Advisors, LLC. | 6,501 | $344.4K | 0.00% | +160+2.5% | Added |
| NBC Securities, Inc. | 6,410 | $339.0K | 0.03% | +2,382+59.1% | Added |
| IFG Advisory, LLC | 6,263 | $331.8K | 0.02% | +6,263 | New |
| Vaughan David Investments LLC | 6,187 | $328.0K | 0.01% | −780−11.2% | Reduced |
| Raymond James Trust N.A. | 6,150 | $325.8K | 0.01% | +162+2.7% | Added |
| Financial Advisory Service, Inc. | 6,139 | $325.2K | 0.03% | +47+0.8% | Added |
| KCM Investment Advisors LLC | 6,122 | $324.3K | 0.01% | −330−5.1% | Reduced |
| Integrated Wealth Concepts LLC | 6,106 | $323.5K | 0.00% | +292+5.0% | Added |
| Colony Group, LLC | 6,105 | $323.0K | 0.00% | +38+0.6% | Added |
| Westwood Holdings Group Inc. | 6,076 | $321.8K | 0.00% | 00.0% | Unchanged |
| Waterfront Wealth Inc. | 6,041 | $320.0K | 0.09% | −400−6.2% | Reduced |
| BKD Wealth Advisors, LLC | 6,027 | $319.3K | 0.01% | −132−2.1% | Reduced |
| Trust Co | 6,017 | $318.7K | 0.04% | 00.0% | Unchanged |
| TownSquare Capital, LLC | 6,007 | $318.2K | 0.00% | +136+2.3% | Added |
| Equitable Holdings, Inc. | 5,953 | $315.3K | 0.00% | −508−7.9% | Reduced |
| Tokio Marine Asset Management Co Ltd | 5,917 | $313.4K | 0.01% | 00.0% | Unchanged |
| Garner Asset Management Corp | 5,831 | $309.0K | 0.15% | +6+0.1% | Added |
| Vinva Investment Management Ltd | 5,707 | $303.9K | 0.02% | +5,707 | New |
| MainStreet Investment Advisors LLC | 5,718 | $302.9K | 0.04% | +1,195+26.4% | Added |
| Uncommon Cents Investing LLC | 5,660 | $299.8K | 0.09% | +1,580+38.7% | Added |
| B. Metzler seel. Sohn & Co. AG | 5,655 | $299.5K | 0.00% | 00.0% | Unchanged |
| We Are One Seven, LLC | 5,654 | $299.5K | 0.01% | +265+4.9% | Added |
| Scientech Research LLC | 5,542 | $293.6K | 0.06% | +5,542 | New |
| Pensionmark Financial Group, LLC | 5,503 | $291.5K | 0.02% | +5,503 | New |
| Schulhoff & Co Inc | 5,500 | $291.3K | 0.13% | 00.0% | Unchanged |
| Central Trust Co | 5,440 | $288.2K | 0.01% | +449+9.0% | Added |
| Vista Investment Partners LLC | 5,358 | $283.8K | 0.09% | 00.0% | Unchanged |
| Intrust Bank NA | 5,278 | $279.6K | 0.03% | −301−5.4% | Reduced |
| Hudock, Inc. | 5,227 | $276.9K | 0.05% | +5,227 | New |
| Atomi Financial Group, Inc. | 5,212 | $276.1K | 0.02% | −142−2.7% | Reduced |
| Investment Management Corp of Ontario | 5,206 | $275.8K | 0.01% | +5,206 | New |
| Garrett Investment Advisors LLC | 5,145 | $272.5K | 0.03% | +149+3.0% | 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 |
| T. Rowe Price Investment Management, Inc. | 5,044 | $268.0K | 0.00% | +1,624+47.5% | Added |
| Syon Capital LLC | 5,030 | $266.4K | 0.02% | +10+0.2% | Added |
| Massmutual Trust Co FSB | 4,987 | $264.2K | 0.01% | +65+1.3% | Added |
| Camelot Portfolios, LLC | 4,975 | $263.5K | 0.15% | +4,975 | New |
| Tocqueville Asset Management L.P. | 4,900 | $259.6K | 0.00% | 00.0% | Unchanged |
| Nomura Holdings Inc | 4,882 | $258.6K | 0.00% | +4,882 | New |
| Verity Asset Management, Inc. | 4,783 | $253.4K | 0.10% | −1,850−27.9% | Reduced |
| PFG Investments, LLC | 4,766 | $252.5K | 0.02% | +978+25.8% | Added |
| Cornerstone Wealth Management, LLC | 4,751 | $251.7K | 0.02% | +394+9.0% | Added |
| Kingswood Wealth Advisors, LLC | 4,736 | $250.9K | 0.02% | +163+3.6% | Added |
| Black Diamond Financial, LLC | 4,729 | $250.5K | 0.05% | 00.0% | Unchanged |
| Modern Wealth Management, LLC | 4,687 | $248.3K | 0.02% | −69−1.5% | Reduced |
| Vident Advisory, LLC | 4,639 | $245.7K | 0.01% | +538+13.1% | Added |
| Quadcap Wealth Management, LLC | 4,635 | $245.5K | 0.04% | +4,635 | New |
| MidWestOne Financial Group, Inc. | 4,619 | $244.7K | 0.04% | +4,619 | New |
| V-Square Quantitative Management LLC | 4,611 | $244.2K | 0.04% | +480+11.6% | Added |
| Integris Wealth Management, LLC | 4,570 | $242.1K | 0.07% | 00.0% | Unchanged |
| NorthRock Partners, LLC | 4,514 | $239.1K | 0.01% | −374−7.7% | Reduced |
| Teacher Retirement System of Texas | 4,466 | $237.0K | 0.00% | −5,902−56.9% | Reduced |
| Zacks Investment Management | 4,455 | $236.0K | 0.00% | −3,869−46.5% | Reduced |
| Pearl River Capital, LLC | 4,411 | $233.7K | 0.04% | +4,411 | New |
| Bank & Trust Co | 4,406 | $233.4K | 0.20% | +4,406 | New |
| Martingale Asset Management L P | 4,400 | $233.1K | 0.01% | 00.0% | Unchanged |
| Buckingham Strategic Wealth, LLC | 4,365 | $231.2K | 0.00% | +4,365 | New |
| Point72 Asia (Singapore) Pte. Ltd. | 4,340 | $229.9K | 0.05% | −1,832−29.7% | Reduced |
| Walker Asset Management, LLC | 4,325 | $229.1K | 0.15% | −80−1.8% | Reduced |
| Artisan Partners Limited Partnership | 4,308 | $228.2K | 0.00% | 00.0% | Unchanged |
| Valeo Financial Advisors, LLC | 4,296 | $227.6K | 0.01% | +98+2.3% | Added |
| Krane Funds Advisors LLC | 4,250 | $225.1K | 0.01% | +30+0.7% | Added |
| Atria Investments LLC | 4,243 | $224.7K | 0.00% | +4,243 | New |
| MML Investors Services, LLC | 4,233 | $224.0K | 0.00% | −1,883−30.8% | Reduced |
| Sound Stewardship, LLC | 4,226 | $223.9K | 0.14% | 00.0% | Unchanged |
| Two Sigma Securities, LLC | 4,107 | $217.5K | 0.01% | +147+3.7% | Added |
| Kimelman & Baird, LLC | 4,054 | $214.7K | 0.02% | +4,054 | New |
| Probity Advisors, Inc. | 4,051 | $214.6K | 0.04% | +4,051 | New |
| Financial Network Wealth Advisors LLC | 4,040 | $214.1K | 0.16% | +20+0.5% | Added |
| D.A. Davidson & Co. | 4,026 | $213.3K | 0.00% | −126−3.0% | Reduced |
| Sound View Wealth Advisors Group, LLC | 4,025 | $213.2K | 0.02% | 00.0% | Unchanged |
| New Century Financial Group, LLC | 4,018 | $212.8K | 0.09% | −377−8.6% | Reduced |
| Stelac Advisory Services LLC | 4,000 | $211.9K | 0.09% | 00.0% | Unchanged |
| Alpha Family Trust | 3,970 | $210.3K | 0.12% | 00.0% | Unchanged |
| Golden State Equity Partners | 3,950 | $209.2K | 0.04% | +3,950 | New |