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 |
|---|---|---|---|---|---|
| Moisand Fitzgerald Tamayo, LLC | 534 | $28.3K | 0.00% | 00.0% | Unchanged |
| Fairscale Capital, LLC | 492 | $26.9K | 0.02% | +492 | New |
| Valley National Advisers Inc | 504 | $26.0K | 0.00% | −13−2.5% | Reduced |
| Bank of New Hampshire | 478 | $25.3K | 0.01% | 00.0% | Unchanged |
| Carolina Wealth Advisors, LLC | 478 | $25.3K | 0.01% | 00.0% | Unchanged |
| Private Trust Co NA | 468 | $24.8K | 0.00% | 00.0% | Unchanged |
| CNB Bank | 447 | $23.7K | 0.01% | 00.0% | Unchanged |
| SWS Partners | 440 | $23.3K | 0.01% | +440 | New |
| Gen-Wealth Partners Inc | 437 | $23.1K | 0.01% | −1,082−71.2% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 430 | $22.8K | 0.01% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 420 | $22.2K | 0.00% | +269+178.1% | Added |
| Colonial Trust Advisors | 419 | $22.2K | 0.00% | −3−0.7% | Reduced |
| Financial Avengers, Inc. | 412 | $21.8K | 0.01% | +5+1.2% | Added |
| AdvisorNet Financial, Inc | 409 | $21.7K | 0.00% | −73−15.1% | Reduced |
| Farmers & Merchants Investments Inc | 383 | $20.3K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 361 | $19.1K | 0.00% | +42+13.2% | Added |
| Bruce G. Allen Investments, LLC | 358 | $19.0K | 0.02% | +2+0.6% | Added |
| Smithfield Trust Co | 330 | $17.0K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 319 | $16.9K | 0.00% | +45+16.4% | Added |
| Red Tortoise LLC | 312 | $16.5K | 0.01% | −53−14.5% | Reduced |
| Foster Dykema Cabot & Partners, LLC | 299 | $15.8K | 0.00% | 00.0% | Unchanged |
| American National Bank | 291 | $15.4K | 0.00% | +291 | New |
| JNBA Financial Advisors | 273 | $14.5K | 0.00% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 275 | $14.4K | 0.01% | 00.0% | Unchanged |
| Washington Trust Co | 269 | $14.2K | 0.00% | −29−9.7% | Reduced |
| Mark Sheptoff Financial Planning, LLC | 269 | $14.2K | 0.01% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 260 | $13.8K | 0.01% | +141+118.5% | Added |
| Acadian Asset Management LLC | 260 | $13.0K | 0.00% | −12,121−97.9% | Reduced |
| Global X Japan Co., Ltd. | 239 | $12.7K | 0.00% | −44−15.5% | Reduced |
| Missouri Trust & Investment Co | 226 | $12.0K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 225 | $11.9K | 0.01% | −23−9.3% | Reduced |
| Evermay Wealth Management LLC | 220 | $11.7K | 0.00% | 00.0% | Unchanged |
| Vermillion & White Wealth Management Group, LLC | 209 | $11.1K | 0.01% | 00.0% | Unchanged |
| Covestor Ltd | 203 | $11.0K | 0.01% | −217−51.7% | Reduced |
| GW&K Investment Management, LLC | 201 | $11.0K | 0.00% | +35+21.1% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 204 | $10.8K | 0.00% | −55−21.2% | Reduced |
| WealthCollab, LLC | 203 | $10.8K | 0.01% | −33−14.0% | Reduced |
| NCP Inc. | 200 | $10.6K | 0.01% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 197 | $10.4K | 0.00% | +183+1,307.1% | Added |
| REAP Financial Group, LLC | 196 | $10.4K | 0.00% | −22−10.1% | Reduced |
| JJJ Advisors Inc. | 181 | $9.59K | 0.00% | +4+2.3% | Added |
| Sugarloaf Wealth Management, LLC | 176 | $9.32K | 0.00% | 00.0% | Unchanged |
| CGC Financial Services, LLC | 164 | $8.69K | 0.00% | 00.0% | Unchanged |
| Triad Wealth Partners, LLC | 163 | $8.63K | 0.00% | +163 | New |
| Koesten, Hirschmann & Crabtree, INC. | 151 | $8.06K | 0.01% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 149 | $8.00K | 0.00% | −11−6.9% | Reduced |
| Paladin Advisory Group, LLC | 145 | $7.64K | 0.01% | 00.0% | Unchanged |
| Flputnam Investment Management Co | 134 | $7.10K | 0.00% | +134 | New |
| Horizon Bancorp Inc | 134 | $7.00K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 130 | $6.89K | 0.00% | +130 | New |
| SYSTM Wealth Solutions LLC | 129 | $6.83K | 0.00% | 00.0% | Unchanged |
| Ritter Daniher Financial Advisory LLC | 119 | $6.30K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 119 | $6.30K | 0.00% | −149−55.6% | Reduced |
| Aspect Partners, LLC | 119 | $6.30K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 116 | $6.14K | 0.00% | +20+20.8% | Added |
| Avion Wealth | 121 | $6.00K | 0.00% | −22−15.4% | Reduced |
| TSFG, LLC | 113 | $6.00K | 0.00% | 00.0% | Unchanged |
| Gilliland Jeter Wealth Management LLC | 113 | $5.99K | 0.00% | 00.0% | Unchanged |
| Caldwell Trust Co | 113 | $5.99K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 112 | $5.93K | 0.00% | +52+86.7% | Added |
| Salem Investment Counselors Inc | 110 | $5.83K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 106 | $5.62K | 0.00% | +106 | New |
| New England Capital Financial Advisors LLC | 100 | $5.30K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 87 | $5.00K | 0.00% | +13+17.6% | Added |
| Prestige Wealth Management Group LLC | 85 | $4.50K | 0.00% | +14+19.7% | Added |
| JFS Wealth Advisors, LLC | 78 | $4.13K | 0.00% | +7+9.9% | Added |
| Kepos Capital LP | 80 | $4.00K | 0.00% | −328−80.4% | Reduced |
| Financial Management Professionals, Inc. | 78 | $4.00K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 74 | $3.92K | 0.00% | +10+15.6% | Added |
| Armstrong Advisory Group, Inc | 67 | $3.55K | 0.00% | −31−31.6% | Reduced |
| Hollencrest Capital Management | 65 | $3.44K | 0.00% | 00.0% | Unchanged |
| Transcendent Capital Group LLC | 62 | $3.28K | 0.00% | +62 | New |
| Rakuten Securities, Inc. | 57 | $3.02K | 0.00% | +55+2,750.0% | Added |
| Fortitude Family Office, LLC | 51 | $2.70K | 0.00% | +51 | New |
| Ridgewood Investments LLC | 49 | $2.60K | 0.00% | +49 | New |
| POM Investment Strategies, LLC | 46 | $2.45K | 0.00% | 00.0% | Unchanged |
| Ashton Thomas Private Wealth, LLC | 45 | $2.38K | 0.00% | +45 | New |
| TFC Financial Management | 32 | $1.70K | 0.00% | 00.0% | Unchanged |
| Bullock Wealth Management Group | 28 | $1.45K | 0.00% | +1+3.7% | Added |
| MCF Advisors LLC | 23 | $1.22K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 23 | $1.19K | 0.00% | +5+27.8% | Added |
| SJS Investment Consulting Inc. | 19 | $1.01K | 0.00% | +5+35.7% | Added |
| DiNuzzo Private Wealth, Inc. | 18 | $954 | 0.00% | +8+80.0% | Added |
| Opal Wealth Advisors, LLC | 18 | $954 | 0.00% | +18 | New |
| Fairway Wealth LLC | 17 | $900 | 0.00% | +17 | New |
| Caitlin John, LLC | 13 | $707 | 0.00% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 12 | $639 | 0.00% | +2+20.0% | Added |
| Manchester Capital Management LLC | 12 | $636 | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 12 | $636 | 0.00% | 00.0% | Unchanged |
| Innealta Capital, LLC | 11 | $583 | 0.00% | +11 | New |
| Orion Capital Management LLC | 10 | $530 | 0.00% | 00.0% | Unchanged |
| Wetzel Investment Advisors, Inc. | 9 | $480 | 0.00% | −238−96.4% | Reduced |
| True Wealth Design, LLC | 9 | $477 | 0.00% | +1+12.5% | Added |
| Clear Point Advisors Inc. | 8 | $424 | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 5 | $265 | 0.00% | −24−82.8% | Reduced |
| Castleview Partners, LLC | 4 | $212 | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 3 | $159 | 0.00% | −1−25.0% | Reduced |
| Harbor Investment Advisory, LLC | 3 | $159 | 0.00% | +3 | New |
| Hallmark Capital Management Inc | 1 | $52 | 0.00% | +1 | New |
| Frazier Financial Advisors, LLC | 0 | $5 | 0.00% | 0 | Unchanged |