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 |
|---|---|---|---|---|---|
| Symmetry Partners, LLC | 3,872 | $205.0K | 0.01% | 00.0% | Unchanged |
| DGS Capital Management, LLC | 3,868 | $204.9K | 0.06% | +3,868 | New |
| Advisory Services Network, LLC | 3,802 | $201.4K | 0.00% | +3,802 | New |
| Sound Income Strategies, LLC | 3,718 | $196.9K | 0.01% | 00.0% | Unchanged |
| Capstone Investment Advisors, LLC | 3,690 | $195.5K | 0.00% | −39−1.0% | Reduced |
| Horizon Investments, LLC | 3,689 | $195.4K | 0.01% | +34+0.9% | Added |
| Lazard Asset Management LLC | 3,655 | $193.0K | 0.00% | +10+0.3% | Added |
| Quent Capital, LLC | 3,508 | $185.8K | 0.02% | +303+9.5% | Added |
| Mather Group, LLC. | 3,455 | $184.4K | 0.00% | +122+3.7% | Added |
| State of Wyoming | 3,410 | $180.6K | 0.03% | +3,410 | New |
| SRS Capital Advisors, Inc. | 3,273 | $173.4K | 0.02% | +1,062+48.0% | Added |
| Allworth Financial LP | 3,075 | $170.3K | 0.00% | −550−15.2% | Reduced |
| FinTrust Capital Advisors, LLC | 3,164 | $167.6K | 0.03% | 00.0% | Unchanged |
| Picton Mahoney Asset Management | 3,061 | $162.0K | 0.01% | +3,061 | New |
| Spirit of America Management Corp | 2,900 | $153.6K | 0.03% | +1,050+56.8% | Added |
| Federation des caisses Desjardins du Quebec | 2,857 | $151.3K | 0.00% | +2,786+3,923.9% | Added |
| Steward Partners Investment Advisory, LLC | 2,842 | $150.5K | 0.00% | +688+31.9% | Added |
| Bessemer Group Inc | 2,808 | $149.0K | 0.00% | −114−3.9% | Reduced |
| Riggs Asset Managment Co. Inc. | 2,800 | $148.3K | 0.04% | 00.0% | Unchanged |
| Peoples Bank | 2,655 | $140.6K | 0.11% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 2,553 | $135.2K | 0.00% | 00.0% | Unchanged |
| Danske Bank A/S | 2,500 | $132.4K | 0.00% | 00.0% | Unchanged |
| Redwood Wealth Management Group, LLC | 2,433 | $128.9K | 0.10% | +2,433 | New |
| Larson Financial Group LLC | 2,312 | $122.5K | 0.01% | −2,205−48.8% | Reduced |
| Tucker Asset Management LLC | 2,311 | $122.4K | 0.03% | +174+8.1% | Added |
| Y.D. More Investments Ltd | 2,185 | $115.7K | 0.01% | +2,185 | New |
| Farther Finance Advisors, LLC | 2,162 | $113.9K | 0.01% | +77+3.7% | Added |
| Huntington National Bank | 2,110 | $111.8K | 0.00% | +481+29.5% | Added |
| HHM Wealth Advisors, LLC | 2,074 | $109.9K | 0.02% | +1,804+668.1% | Added |
| Kelly Financial Services LLC | 2,054 | $108.8K | 0.04% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 2,004 | $106.2K | 0.01% | +338+20.3% | Added |
| Global Retirement Partners, LLC | 1,898 | $100.5K | 0.00% | +175+10.2% | Added |
| Tradewinds Capital Management, LLC | 1,800 | $95.3K | 0.03% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 1,705 | $90.3K | 0.01% | +187+12.3% | Added |
| Walleye Trading LLC | 1,679 | $88.9K | 0.00% | +1,679 | New |
| Ostrum Asset Management | 1,656 | $87.7K | 0.01% | −130−7.3% | Reduced |
| Advantage Trust Co | 1,597 | $84.6K | 0.06% | 00.0% | Unchanged |
| Trust Co of Vermont | 1,585 | $84.0K | 0.00% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 1,501 | $79.5K | 0.04% | +1,501 | New |
| Ronald Blue Trust, Inc. | 1,483 | $79.1K | 0.00% | +208+16.3% | Added |
| Harbour Investments, Inc. | 1,493 | $79.1K | 0.00% | +236+18.8% | Added |
| Hilltop National Bank | 1,380 | $73.1K | 0.02% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 1,269 | $67.2K | 0.01% | +414+48.4% | Added |
| Geneos Wealth Management Inc. | 1,230 | $65.2K | 0.00% | +3+0.2% | Added |
| Westside Investment Management, Inc. | 1,174 | $62.2K | 0.01% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 1,160 | $61.5K | 0.00% | +295+34.1% | Added |
| Motco | 1,097 | $58.1K | 0.00% | +598+119.8% | Added |
| Continuum Advisory, LLC | 1,069 | $56.6K | 0.01% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 1,061 | $56.2K | 0.02% | +1,061 | New |
| Householder Group Estate & Retirement Specialist, LLC | 1,070 | $56.0K | 0.02% | 00.0% | Unchanged |
| Spire Wealth Management | 1,018 | $53.9K | 0.00% | +191+23.1% | Added |
| Glass Jacobson Investment Advisors llc | 1,010 | $53.5K | 0.02% | 00.0% | Unchanged |
| First Financial Corp | 1,000 | $53.0K | 0.03% | 00.0% | Unchanged |
| Montag A & Associates Inc | 1,000 | $53.0K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 1,000 | $53.0K | 0.00% | 00.0% | Unchanged |
| Ruedi Wealth Management, Inc. | 1,000 | $53.0K | 0.02% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 1,000 | $53.0K | 0.01% | +365+57.5% | Added |
| PSI Advisors, LLC | 999 | $52.9K | 0.02% | +499+99.8% | Added |
| Principal Securities, Inc. | 977 | $51.8K | 0.00% | +66+7.2% | Added |
| Mowery & Schoenfeld Wealth Management, LLC | 976 | $51.7K | 0.07% | 00.0% | Unchanged |
| Rogco, LP | 962 | $51.0K | 0.02% | −21−2.1% | Reduced |
| Caldwell Sutter Capital, Inc. | 956 | $50.6K | 0.03% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 952 | $50.4K | 0.00% | +128+15.5% | Added |
| Crewe Advisors LLC | 900 | $47.7K | 0.01% | −102−10.2% | Reduced |
| Asset Dedication, LLC | 885 | $46.9K | 0.00% | 00.0% | Unchanged |
| Beach Investment Counsel Inc | 873 | $46.0K | 0.01% | +873 | New |
| Whittier Trust Co of Nevada Inc | 860 | $45.6K | 0.00% | +6+0.7% | Added |
| Delta Asset Management LLC | 855 | $45.3K | 0.00% | −150−14.9% | Reduced |
| Benjamin Edwards Inc | 856 | $45.0K | 0.01% | +277+47.8% | Added |
| Rocky Mountain Advisers, LLC | 842 | $44.6K | 0.01% | −44−5.0% | Reduced |
| City State Bank | 808 | $42.8K | 0.02% | −27−3.2% | Reduced |
| City Holding Co | 808 | $42.8K | 0.01% | 00.0% | Unchanged |
| Riverview Trust Co | 804 | $42.6K | 0.04% | 00.0% | Unchanged |
| Whittier Trust Co | 781 | $41.4K | 0.00% | 00.0% | Unchanged |
| Centennial Bank | 777 | $41.2K | 0.02% | −777−50.0% | Reduced |
| Hantz Financial Services, Inc. | 777 | $41.0K | 0.00% | −385−33.1% | Reduced |
| Pinnacle Bancorp, Inc. | 740 | $39.2K | 0.01% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 738 | $39.1K | 0.00% | +4+0.5% | Added |
| Cromwell Holdings LLC | 732 | $38.8K | 0.02% | +732 | New |
| MV Capital Management, Inc. | 724 | $38.4K | 0.00% | −2−0.3% | Reduced |
| EverSource Wealth Advisors, LLC | 659 | $38.2K | 0.00% | +45+7.3% | Added |
| Rothschild Investment LLC | 700 | $37.1K | 0.00% | +11+1.6% | Added |
| Parkside Financial Bank & Trust | 690 | $36.5K | 0.01% | −47−6.4% | Reduced |
| Tortoise Investment Management, LLC | 679 | $36.0K | 0.00% | −31−4.4% | Reduced |
| Pin Oak Investment Advisors Inc | 660 | $35.0K | 0.03% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 658 | $34.9K | 0.00% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 650 | $34.4K | 0.02% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 644 | $34.1K | 0.01% | +104+19.3% | Added |
| CVA Family Office, LLC | 642 | $34.0K | 0.01% | +97+17.8% | Added |
| M&R Capital Management Inc | 610 | $32.3K | 0.01% | 00.0% | Unchanged |
| Mechanics Financial Corp | 605 | $32.0K | 0.02% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 600 | $31.8K | 0.00% | 00.0% | Unchanged |
| Catalyst Funds Management Pty Ltd | 600 | $31.8K | 0.01% | +600 | New |
| Pacific Center for Financial Services | 598 | $31.7K | 0.01% | 00.0% | Unchanged |
| Key Financial Inc | 598 | $31.7K | 0.01% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 593 | $31.4K | 0.00% | +88+17.4% | Added |
| Leonteq Securities AG | 577 | $30.6K | 0.00% | +577 | New |
| Loomis Sayles & Co L P | 571 | $30.0K | 0.00% | −737−56.3% | Reduced |
| Independence Bank of Kentucky | 556 | $29.5K | 0.01% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 536 | $28.5K | 0.00% | +249+86.8% | Added |