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 |
|---|---|---|---|---|---|
| Leonteq Securities AG | 560 | $34.7K | 0.00% | −17−2.9% | Reduced |
| Loomis Sayles & Co L P | 580 | $36.0K | 0.00% | +9+1.6% | Added |
| Pacific Center for Financial Services | 598 | $37.1K | 0.01% | 00.0% | Unchanged |
| Key Financial Inc | 598 | $37.1K | 0.01% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 600 | $37.2K | 0.00% | 00.0% | Unchanged |
| Delta Asset Management LLC | 605 | $37.5K | 0.00% | −250−29.2% | Reduced |
| Mechanics Financial Corp | 605 | $37.5K | 0.02% | 00.0% | Unchanged |
| M&R Capital Management Inc | 610 | $37.8K | 0.01% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 660 | $40.0K | 0.04% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 646 | $40.1K | 0.01% | +2+0.3% | Added |
| Deseret Mutual Benefit Administrators | 650 | $40.3K | 0.02% | 00.0% | Unchanged |
| Elequin Capital LP | 650 | $40.3K | 0.00% | +650 | New |
| Heritage Wealth Advisors | 658 | $40.8K | 0.00% | 00.0% | Unchanged |
| Pathway Financial Advisers, LLC | 2,539,001 | $40.9K | 0.02% | +2,502,493+6,854.6% | Added |
| Tortoise Investment Management, LLC | 679 | $42.1K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 691 | $43.0K | 0.00% | −86−11.1% | Reduced |
| CVA Family Office, LLC | 717 | $44.5K | 0.01% | +75+11.7% | Added |
| Rothschild Investment LLC | 730 | $45.3K | 0.00% | +30+4.3% | Added |
| Cromwell Holdings LLC | 732 | $45.4K | 0.03% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 736 | $45.6K | 0.00% | +12+1.7% | Added |
| Pinnacle Bancorp, Inc. | 740 | $45.9K | 0.01% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 741 | $45.9K | 0.00% | +3+0.4% | Added |
| Parkside Financial Bank & Trust | 743 | $46.1K | 0.01% | +53+7.7% | Added |
| Lindbrook Capital, LLC | 774 | $48.0K | 0.00% | −178−18.7% | Reduced |
| Principal Securities, Inc. | 776 | $48.1K | 0.00% | −201−20.6% | Reduced |
| Centennial Bank | 777 | $48.2K | 0.02% | 00.0% | Unchanged |
| Whittier Trust Co | 781 | $48.4K | 0.00% | 00.0% | Unchanged |
| Northwest Financial Advisors | 800 | $49.6K | 0.04% | +800 | New |
| Riverview Trust Co | 804 | $49.9K | 0.04% | 00.0% | Unchanged |
| City Holding Co | 808 | $50.1K | 0.01% | 00.0% | Unchanged |
| City State Bank | 808 | $50.1K | 0.02% | 00.0% | Unchanged |
| Sentry Investment Management LLC | 829 | $51.0K | 0.02% | +829 | New |
| Rocky Mountain Advisers, LLC | 842 | $52.2K | 0.02% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 860 | $53.3K | 0.00% | 00.0% | Unchanged |
| Beach Investment Counsel Inc | 873 | $54.0K | 0.01% | 00.0% | Unchanged |
| Asset Dedication, LLC | 885 | $54.9K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 900 | $55.8K | 0.01% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 956 | $59.3K | 0.03% | 00.0% | Unchanged |
| Rogco, LP | 962 | $59.7K | 0.02% | 00.0% | Unchanged |
| Spire Wealth Management | 972 | $60.3K | 0.00% | −46−4.5% | Reduced |
| Mowery & Schoenfeld Wealth Management, LLC | 976 | $60.5K | 0.10% | 00.0% | Unchanged |
| PSI Advisors, LLC | 999 | $61.9K | 0.02% | 00.0% | Unchanged |
| First Financial Corp | 1,000 | $62.0K | 0.03% | 00.0% | Unchanged |
| Montag A & Associates Inc | 1,000 | $62.0K | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 1,000 | $62.0K | 0.01% | 00.0% | Unchanged |
| Ruedi Wealth Management, Inc. | 1,000 | $62.0K | 0.02% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 1,000 | $62.0K | 0.01% | +1,000 | New |
| HM Payson & Co | 1,005 | $62.3K | 0.00% | +5+0.5% | Added |
| Glass Jacobson Investment Advisors llc | 1,010 | $62.6K | 0.02% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 1,070 | $66.0K | 0.02% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 1,068 | $66.2K | 0.02% | +7+0.7% | Added |
| Continuum Advisory, LLC | 1,069 | $67.1K | 0.01% | 00.0% | Unchanged |
| Motco | 1,097 | $68.0K | 0.01% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 1,174 | $72.8K | 0.02% | 00.0% | Unchanged |
| Capstone Investment Advisors, LLC | 1,207 | $74.8K | 0.00% | −2,483−67.3% | Reduced |
| Amica Retiree Medical Trust | 1,208 | $75.0K | 0.06% | +1,208 | New |
| First Horizon Advisors, Inc. | 1,221 | $75.8K | 0.00% | +61+5.3% | Added |
| Hilltop National Bank | 1,267 | $78.6K | 0.02% | −113−8.2% | Reduced |
| Atwood & Palmer Inc | 1,269 | $78.7K | 0.01% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 1,293 | $80.1K | 0.01% | +757+141.2% | Added |
| Venturi Wealth Management, LLC | 1,386 | $85.9K | 0.00% | +966+230.0% | Added |
| Peoples Bank | 1,455 | $90.2K | 0.06% | −1,200−45.2% | Reduced |
| Creative Capital Management Investments LLC | 1,501 | $93.1K | 0.04% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 1,556 | $96.5K | 0.00% | +63+4.2% | Added |
| Geneos Wealth Management Inc. | 1,563 | $96.9K | 0.00% | +333+27.1% | Added |
| Trust Co of Vermont | 1,585 | $98.3K | 0.00% | 00.0% | Unchanged |
| Advantage Trust Co | 1,597 | $99.0K | 0.07% | 00.0% | Unchanged |
| Ostrum Asset Management | 1,677 | $104.0K | 0.01% | +21+1.3% | Added |
| GPS Wealth Strategies Group, LLC | 1,721 | $106.7K | 0.01% | +16+0.9% | Added |
| Tradewinds Capital Management, LLC | 1,800 | $111.6K | 0.03% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 2,148 | $113.8K | 0.00% | +665+44.8% | Added |
| Quadrant Capital Group LLC | 1,873 | $116.1K | 0.01% | −131−6.5% | Reduced |
| Huntington National Bank | 1,962 | $121.7K | 0.00% | −148−7.0% | Reduced |
| Capital Performance Advisors LLP | 1,998 | $123.9K | 0.04% | +1,998 | New |
| Catalyst Funds Management Pty Ltd | 2,000 | $124.0K | 0.03% | +1,400+233.3% | Added |
| Global Retirement Partners, LLC | 2,033 | $126.1K | 0.00% | +135+7.1% | Added |
| HHM Wealth Advisors, LLC | 2,074 | $128.6K | 0.02% | 00.0% | Unchanged |
| Jaffetilchin Investment Partners, LLC | 2,170 | $134.6K | 0.01% | +2,170 | New |
| Farther Finance Advisors, LLC | 2,237 | $138.7K | 0.01% | +75+3.5% | Added |
| Y.D. More Investments Ltd | 2,255 | $139.8K | 0.01% | +70+3.2% | Added |
| Ameritas Investment Partners, Inc. | 2,329 | $144.4K | 0.00% | −224−8.8% | Reduced |
| Danske Bank A/S | 2,500 | $155.0K | 0.00% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 2,800 | $173.6K | 0.05% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 2,811 | $174.3K | 0.04% | +500+21.6% | Added |
| Federation des caisses Desjardins du Quebec | 2,915 | $180.8K | 0.00% | +58+2.0% | Added |
| Mather Group, LLC. | 3,058 | $189.6K | 0.00% | −397−11.5% | Reduced |
| Bessemer Group Inc | 3,056 | $190.0K | 0.00% | +248+8.8% | Added |
| Horizon Investments, LLC | 3,156 | $195.7K | 0.01% | −533−14.4% | Reduced |
| United Capital Management of KS, Inc. | 3,246 | $201.3K | 0.04% | +3,246 | New |
| Advisory Services Network, LLC | 3,802 | $201.4K | 0.00% | 00.0% | Unchanged |
| EP Wealth Advisors, LLC | 3,251 | $201.6K | 0.00% | +3,251 | New |
| Man Group plc | 3,256 | $201.9K | 0.00% | +3,256 | New |
| Northwest & Ethical Investments L.P. | 3,300 | $204.7K | 0.01% | +3,300 | New |
| SRS Capital Advisors, Inc. | 3,303 | $204.8K | 0.02% | +30+0.9% | Added |
| Bleakley Financial Group, LLC | 3,332 | $206.6K | 0.01% | +3,332 | New |
| FinTrust Capital Advisors, LLC | 3,364 | $208.6K | 0.04% | +200+6.3% | Added |
| Gries Financial LLC | 3,374 | $209.2K | 0.04% | +3,374 | New |
| Beacon Pointe Advisors, LLC | 3,413 | $211.6K | 0.00% | +3,413 | New |
| Greenleaf Trust | 3,447 | $213.7K | 0.00% | +3,447 | New |
| PAX Financial Group, LLC | 3,465 | $214.9K | 0.04% | +3,465 | New |