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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.

Q3 2024 vs. Q2 2024

How the institutions holding Evergy, Inc. changed between Q2 2024 and Q3 2024.

All holders in Q3 2024All holders in Q2 2024

13F holders of EVRG: Q2 2024 compared with Q3 2024
MeasureQ2 2024Of which not filed for Q3 2024Q3 2024Change
Holders7025722+25
Shares195.6M16.7M201.3M+22.4M (+12.5%)
Value$10.4B$883.1M$12.3B+$2.82B (+29.8%)

5 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so the changes leave them out.

New holders (83)

Institutions that held Evergy, Inc. at the end of Q3 2024 but not at the end of Q2 2024.

Institutions new to EVRG in Q3 2024
InstitutionSharesValue% of portfolio
BlackRock, Inc.16,758,402$1.04B0.02%
Renaissance Technologies LLC234,902$14.6M0.02%
DRW Securities, LLC140,508$8.71M0.48%
Natixis83,664$5.19M0.03%
Howard Capital Management Inc.66,134$4.10M0.07%
Oxbow Advisors, LLC44,149$2.74M0.27%
Foresight Capital Management Advisors, Inc.40,203$2.49M1.48%
AXA S.A.36,171$2.24M0.01%
Stolper Co34,015$2.11M0.69%
Trexquant Investment LP33,725$2.09M0.03%
STRS Ohio30,246$1.88M0.01%
Engineers Gate Manager LP30,099$1.87M0.04%
CWA Asset Management Group, LLC23,543$1.46M0.08%
Bryn Mawr Trust Co16,604$1.03M0.02%
Shell Asset Management Co15,367$953.0K0.04%
CSS LLC14,465$897.0K0.05%
Fox Run Management, L.L.C.12,236$758.8K0.17%
Virtu Financial LLC11,161$692.0K0.04%
Sienna Gestion11,104$686.9K0.05%
Capula Management Ltd9,165$568.3K0.01%
Sterling Capital Management LLC8,957$555.4K0.01%
TD Waterhouse Canada Inc.8,289$510.9K0.00%
Evoke Wealth, LLC6,694$415.1K0.01%
AlphaStar Capital Management, LLC6,284$389.7K0.03%
BI Asset Management Fondsmaeglerselskab A/S5,900$366.0K0.01%
Plante Moran Financial Advisors, LLC5,860$363.4K0.03%
Hilltop Holdings Inc.5,840$362.1K0.02%
Blackhawk Capital Partners LLC.5,792$359.2K0.19%
International Assets Investment Management, LLC21,455$346.0K0.00%
NorthCrest Asset Manangement, LLC5,417$335.9K0.01%
44 Wealth Management LLC4,900$303.6K0.11%
Blueshift Asset Management, LLC4,769$295.7K0.07%
Royal Fund Management, LLC4,760$295.3K0.02%
Summit Trail Advisors, LLC4,720$292.7K0.01%
Lifeworks Advisors, LLC4,629$287.1K0.06%
B. Metzler seel. Sohn & Co. Holding AG4,524$280.5K0.00%
Horizon Investment Services, LLC4,244$263.2K0.11%
Robertson Stephens Wealth Management, LLC3,980$246.8K0.01%
Wiley Bros.-Aintree Capital, LLC3,967$246.3K0.00%
Eastern Bank3,963$245.7K0.00%
Marcum Wealth, LLC3,833$237.7K0.02%
United Asset Strategies, Inc.3,768$233.7K0.02%
First National Advisers, LLC3,761$233.2K0.04%
Texas Yale Capital Corp.3,743$232.1K0.01%
Empowered Funds, LLC3,652$226.5K0.00%
Kavar Capital Partners Group, LLC3,603$223.4K0.04%
GeoWealth Management, LLC3,555$220.4K0.01%
Ameritas Advisory Services, LLC3,552$220.3K0.01%
Aviva PLC3,534$219.1K0.00%
Phoenix Wealth Advisors3,501$217.1K0.10%
Morningstar Investment Management LLC3,612$216.0K0.02%
PAX Financial Group, LLC3,465$214.9K0.04%
Greenleaf Trust3,447$213.7K0.00%
Beacon Pointe Advisors, LLC3,413$211.6K0.00%
Gries Financial LLC3,374$209.2K0.04%
Bleakley Financial Group, LLC3,332$206.6K0.01%
Northwest & Ethical Investments L.P.3,300$204.7K0.01%
Man Group plc3,256$201.9K0.00%
EP Wealth Advisors, LLC3,251$201.6K0.00%
United Capital Management of KS, Inc.3,246$201.3K0.04%
Jaffetilchin Investment Partners, LLC2,170$134.6K0.01%
Capital Performance Advisors LLP1,998$123.9K0.04%
Amica Retiree Medical Trust1,208$75.0K0.06%
IMA Wealth, Inc.1,000$62.0K0.01%
Sentry Investment Management LLC829$51.0K0.02%
Northwest Financial Advisors800$49.6K0.04%
Elequin Capital LP650$40.3K0.00%
Truvestments Capital LLC518$32.1K0.01%
Hemington Wealth Management441$26.0K0.01%
FSA Wealth Management LLC330$20.4K0.01%
New Age Alpha Advisors, LLC265$16.4K0.01%
Ashton Thomas Securities, LLC237$14.7K0.00%
Country Trust Bank200$12.4K0.00%
Skopos Labs, Inc.153$9.49K0.00%
VitalStone Financial, LLC138$8.56K0.01%
Optiver Holding B.V.122$7.57K0.00%
Northwest Investment Counselors, LLC119$7.38K0.00%
CBIZ Investment Advisory Services, LLC52$3.22K0.00%
Baldwin Brothers Inc20$1.24K0.00%
West Branch Capital LLC4$2490.00%
Brown Brothers Harriman & Co4$2480.00%
RE Dickinson Investment Advisors, LLC1$740.00%
Resources Management Corp7$00.00%

Sold out (58)

Institutions that held Evergy, Inc. at the end of Q2 2024 and filed for Q3 2024 without it.

Institutions that sold out of EVRG in Q3 2024
InstitutionShares, Q2 2024Value, Q2 2024
Marshall Wace, LLP526,995$27.9M
PointState Capital LP259,681$13.8M
Cubist Systematic Strategies, LLC183,947$9.74M
HRT Financial LP63,441$3.36M
Capital Fund Management S.A.37,358$1.98M
La Banque Postale Asset Management SA30,039$1.59M
Inceptionr LLC26,925$1.43M
National Pension Service23,414$1.24M
Frank, Rimerman Advisors LLC22,498$1.19M
Point72 Hong Kong Ltd18,399$974.6K
Eagle Global Advisors LLC17,808$943.3K
Unique Wealth Strategies, LLC17,596$939.3K
LMCG Investments, LLC17,606$932.6K
Occudo Quantitative Strategies LP16,287$862.7K
ClearAlpha Technologies LP15,711$832.2K
Axq Capital, LP14,957$792.3K
Jefferies Financial Group Inc.9,891$523.9K
Qtron Investments LLC9,601$508.6K
Delap Wealth Advisory, LLC8,697$460.7K
Landscape Capital Management, L.L.C.8,478$449.1K
Entropy Technologies, LP7,360$389.9K
Mirabella Financial Services LLP7,175$380.1K
Paloma Partners Management Co6,523$345.5K
IFG Advisory, LLC6,263$331.8K
TownSquare Capital, LLC6,007$318.2K
Hudock, Inc.5,227$276.9K
Camelot Portfolios, LLC4,975$263.5K
Nomura Holdings Inc4,882$258.6K
Quadcap Wealth Management, LLC4,635$245.5K
Teacher Retirement System of Texas4,466$237.0K
Pearl River Capital, LLC4,411$233.7K
Point72 Asia (Singapore) Pte. Ltd.4,340$229.9K
Krane Funds Advisors LLC4,250$225.1K
Two Sigma Securities, LLC4,107$217.5K
Symmetry Partners, LLC3,872$205.0K
State of Wyoming3,410$180.6K
Redwood Wealth Management Group, LLC2,433$128.9K
Kelly Financial Services LLC2,054$108.8K
Walleye Trading LLC1,679$88.9K
Bank of New Hampshire478$25.3K
SWS Partners440$23.3K
American National Bank291$15.4K
Pacifica Partners Inc.275$14.4K
Triad Wealth Partners, LLC163$8.63K
Flputnam Investment Management Co134$7.10K
SYSTM Wealth Solutions LLC129$6.83K
Caldwell Trust Co113$5.99K
Gradient Investments LLC112$5.93K
Transcendent Capital Group LLC62$3.28K
Ashton Thomas Private Wealth, LLC45$2.38K
Opal Wealth Advisors, LLC18$954
Fairway Wealth LLC17$900
Innealta Capital, LLC11$583
Orion Capital Management LLC10$530
Wetzel Investment Advisors, Inc.9$480
Castleview Partners, LLC4$212
Harbor Investment Advisory, LLC3$159
Scarborough Advisors, LLC296$0

Not filed for Q3 2024 yet (5)

Institutions that held Evergy, Inc. at the end of Q2 2024 and haven't filed a 13F for Q3 2024. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding EVRG in Q2 2024 that haven't filed for Q3 2024
InstitutionShares, Q2 2024Value, Q2 2024
BlackRock Inc.16,394,057$868.4M
Susquehanna Fundamental Investments, LLC209,232$11.1M
Benjamin F. Edwards & Company, Inc.64,238$3.40M
Buckingham Strategic Wealth, LLC4,365$231.2K
JJJ Advisors Inc.181$9.59K