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, Q3 2024
Institutional positions in Evergy, Inc. as of Sep 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
- 722
- +25 vs. Q2 2024
- Shares held
- 201.3M
- +22.4M (+12.5%) vs. Q2 2024
- Total value
- $12.3B
- +$2.82B (+29.8%) vs. Q2 2024
- New holders
- 83
- 256 more added
- Sold out
- 58
- 242 more reduced
5 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2024
Shares, value and share of portfolio for each institution holding Evergy, Inc.; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Resources Management Corp | 7 | $0 | 0.00% | +7 | New |
| Dogwood Wealth Management LLC | 0 | $2 | 0.00% | 0 | Unchanged |
| Frazier Financial Advisors, LLC | 0 | $5 | 0.00% | 0 | Unchanged |
| Hallmark Capital Management Inc | 1 | $60 | 0.00% | 00.0% | Unchanged |
| RE Dickinson Investment Advisors, LLC | 1 | $74 | 0.00% | +1 | New |
| WestEnd Advisors, LLC | 3 | $186 | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 4 | $248 | 0.00% | +4 | New |
| West Branch Capital LLC | 4 | $249 | 0.00% | +4 | New |
| Clear Point Advisors Inc. | 8 | $496 | 0.00% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 12 | $639 | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 12 | $745 | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 12 | $745 | 0.00% | 00.0% | Unchanged |
| Caitlin John, LLC | 13 | $855 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 17 | $1.05K | 0.00% | −1−5.6% | Reduced |
| SJS Investment Consulting Inc. | 19 | $1.18K | 0.00% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 20 | $1.24K | 0.00% | −4,020−99.5% | Reduced |
| Baldwin Brothers Inc | 20 | $1.24K | 0.00% | +20 | New |
| MCF Advisors LLC | 23 | $1.43K | 0.00% | 00.0% | Unchanged |
| Bullock Wealth Management Group | 28 | $1.72K | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 30 | $1.86K | 0.00% | −27−47.4% | Reduced |
| TFC Financial Management | 32 | $1.99K | 0.00% | 00.0% | Unchanged |
| POM Investment Strategies, LLC | 47 | $2.90K | 0.00% | +1+2.2% | Added |
| Dunhill Financial, LLC | 47 | $2.92K | 0.00% | +24+104.3% | Added |
| Ridgewood Investments LLC | 49 | $3.04K | 0.00% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 52 | $3.22K | 0.00% | +52 | New |
| Kayne Anderson Rudnick Investment Management LLC | 54 | $3.35K | 0.00% | +49+980.0% | Added |
| Hollencrest Capital Management | 65 | $4.03K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 67 | $4.16K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 74 | $4.59K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 87 | $5.00K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 78 | $5.00K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 85 | $5.27K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 87 | $5.39K | 0.00% | −29−25.0% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 93 | $5.77K | 0.00% | −337−78.4% | Reduced |
| New England Capital Financial Advisors LLC | 100 | $6.20K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 101 | $6.26K | 0.00% | +23+29.5% | Added |
| Salem Investment Counselors Inc | 110 | $6.82K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 113 | $7.00K | 0.00% | 00.0% | Unchanged |
| Gilliland Jeter Wealth Management LLC | 113 | $7.01K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 119 | $7.38K | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 119 | $7.38K | 0.00% | 00.0% | Unchanged |
| Northwest Investment Counselors, LLC | 119 | $7.38K | 0.00% | +119 | New |
| Ritter Daniher Financial Advisory LLC | 119 | $7.38K | 0.00% | 00.0% | Unchanged |
| Optiver Holding B.V. | 122 | $7.57K | 0.00% | +122 | New |
| Horizon Bancorp Inc | 134 | $8.00K | 0.00% | 00.0% | Unchanged |
| Kepos Capital LP | 137 | $8.00K | 0.00% | +57+71.3% | Added |
| VitalStone Financial, LLC | 138 | $8.56K | 0.01% | +138 | New |
| Paladin Advisory Group, LLC | 145 | $8.99K | 0.01% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 149 | $9.00K | 0.00% | 00.0% | Unchanged |
| Koesten, Hirschmann & Crabtree, INC. | 151 | $9.36K | 0.01% | 00.0% | Unchanged |
| Skopos Labs, Inc. | 153 | $9.49K | 0.00% | +153 | New |
| CGC Financial Services, LLC | 164 | $10.2K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 171 | $10.6K | 0.00% | −54−24.0% | Reduced |
| Global X Japan Co., Ltd. | 176 | $10.9K | 0.00% | −63−26.4% | Reduced |
| Sugarloaf Wealth Management, LLC | 176 | $10.9K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 182 | $11.0K | 0.00% | −19−9.5% | Reduced |
| REAP Financial Group, LLC | 182 | $11.3K | 0.00% | −14−7.1% | Reduced |
| Clearstead Advisors, LLC | 183 | $11.3K | 0.00% | −14−7.1% | Reduced |
| GHP Investment Advisors, Inc. | 190 | $11.8K | 0.00% | +60+46.2% | Added |
| Covestor Ltd | 197 | $12.0K | 0.01% | −6−3.0% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 196 | $12.2K | 0.00% | −8−3.9% | Reduced |
| NCP Inc. | 200 | $12.4K | 0.01% | 00.0% | Unchanged |
| Country Trust Bank | 200 | $12.4K | 0.00% | +200 | New |
| WealthCollab, LLC | 203 | $12.6K | 0.01% | 00.0% | Unchanged |
| Vermillion & White Wealth Management Group, LLC | 209 | $13.0K | 0.01% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 220 | $13.6K | 0.00% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 226 | $14.0K | 0.00% | 00.0% | Unchanged |
| Ashton Thomas Securities, LLC | 237 | $14.7K | 0.00% | +237 | New |
| Acadian Asset Management LLC | 260 | $16.0K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 260 | $16.1K | 0.01% | 00.0% | Unchanged |
| New Age Alpha Advisors, LLC | 265 | $16.4K | 0.01% | +265 | New |
| Washington Trust Co | 269 | $16.7K | 0.00% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 269 | $16.7K | 0.01% | 00.0% | Unchanged |
| JNBA Financial Advisors | 273 | $16.9K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 299 | $18.0K | 0.00% | −205−40.7% | Reduced |
| Addison Advisors LLC | 296 | $18.4K | 0.01% | +190+179.2% | Added |
| Foster Dykema Cabot & Partners, LLC | 299 | $18.5K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 311 | $19.3K | 0.00% | −8−2.5% | Reduced |
| Red Tortoise LLC | 312 | $19.3K | 0.01% | 00.0% | Unchanged |
| Gen-Wealth Partners Inc | 324 | $19.5K | 0.01% | −113−25.9% | Reduced |
| Fortitude Family Office, LLC | 320 | $19.8K | 0.01% | +269+527.5% | Added |
| Smithfield Trust Co | 330 | $20.0K | 0.00% | 00.0% | Unchanged |
| FSA Wealth Management LLC | 330 | $20.4K | 0.01% | +330 | New |
| True Wealth Design, LLC | 351 | $21.8K | 0.01% | +342+3,800.0% | Added |
| Bruce G. Allen Investments, LLC | 358 | $22.2K | 0.02% | 00.0% | Unchanged |
| Financial Avengers, Inc. | 416 | $25.8K | 0.01% | +4+1.0% | Added |
| Colonial Trust Advisors | 419 | $26.0K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 441 | $26.0K | 0.01% | +441 | New |
| CoreCap Advisors, LLC | 438 | $27.1K | 0.00% | −155−26.1% | Reduced |
| AdvisorNet Financial, Inc | 440 | $27.3K | 0.00% | +31+7.6% | Added |
| Avion Wealth | 462 | $28.0K | 0.01% | +341+281.8% | Added |
| Private Trust Co NA | 468 | $29.0K | 0.00% | 00.0% | Unchanged |
| Carolina Wealth Advisors, LLC | 478 | $29.6K | 0.02% | 00.0% | Unchanged |
| Fairscale Capital, LLC | 492 | $30.5K | 0.03% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 497 | $30.8K | 0.00% | −162−24.6% | Reduced |
| Truvestments Capital LLC | 518 | $32.1K | 0.01% | +518 | New |
| Hexagon Capital Partners LLC | 531 | $32.9K | 0.01% | +170+47.1% | Added |
| Moisand Fitzgerald Tamayo, LLC | 534 | $33.1K | 0.00% | 00.0% | Unchanged |
| CNB Bank | 553 | $34.3K | 0.02% | +106+23.7% | Added |
| Independence Bank of Kentucky | 556 | $34.5K | 0.01% | 00.0% | Unchanged |