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 |
|---|---|---|---|---|---|
| Morningstar Investment Management LLC | 3,612 | $216.0K | 0.02% | +3,612 | New |
| Phoenix Wealth Advisors | 3,501 | $217.1K | 0.10% | +3,501 | New |
| New Century Financial Group, LLC | 3,512 | $217.8K | 0.08% | −506−12.6% | Reduced |
| Quent Capital, LLC | 3,529 | $218.7K | 0.02% | +21+0.6% | Added |
| Aviva PLC | 3,534 | $219.1K | 0.00% | +3,534 | New |
| Ameritas Advisory Services, LLC | 3,552 | $220.3K | 0.01% | +3,552 | New |
| GeoWealth Management, LLC | 3,555 | $220.4K | 0.01% | +3,555 | New |
| PFG Investments, LLC | 3,578 | $221.9K | 0.01% | −1,188−24.9% | Reduced |
| Kavar Capital Partners Group, LLC | 3,603 | $223.4K | 0.04% | +3,603 | New |
| Lazard Asset Management LLC | 3,655 | $226.0K | 0.00% | 00.0% | Unchanged |
| Empowered Funds, LLC | 3,652 | $226.5K | 0.00% | +3,652 | New |
| Steward Partners Investment Advisory, LLC | 3,683 | $228.4K | 0.00% | +841+29.6% | Added |
| Zacks Investment Management | 3,708 | $229.9K | 0.00% | −747−16.8% | Reduced |
| Sound Income Strategies, LLC | 3,718 | $230.6K | 0.01% | 00.0% | Unchanged |
| Texas Yale Capital Corp. | 3,743 | $232.1K | 0.01% | +3,743 | New |
| First National Advisers, LLC | 3,761 | $233.2K | 0.04% | +3,761 | New |
| United Asset Strategies, Inc. | 3,768 | $233.7K | 0.02% | +3,768 | New |
| D.A. Davidson & Co. | 3,795 | $235.4K | 0.00% | −231−5.7% | Reduced |
| Marcum Wealth, LLC | 3,833 | $237.7K | 0.02% | +3,833 | New |
| Golden State Equity Partners | 3,950 | $244.9K | 0.04% | 00.0% | Unchanged |
| Eastern Bank | 3,963 | $245.7K | 0.00% | +3,963 | New |
| Alpha Family Trust | 3,970 | $246.2K | 0.14% | 00.0% | Unchanged |
| Wiley Bros.-Aintree Capital, LLC | 3,967 | $246.3K | 0.00% | +3,967 | New |
| Robertson Stephens Wealth Management, LLC | 3,980 | $246.8K | 0.01% | +3,980 | New |
| Atria Investments LLC | 3,986 | $247.2K | 0.00% | −257−6.1% | Reduced |
| Stelac Advisory Services LLC | 4,000 | $248.0K | 0.10% | 00.0% | Unchanged |
| Kimelman & Baird, LLC | 4,054 | $251.4K | 0.02% | 00.0% | Unchanged |
| Simplex Trading, LLC | 4,070 | $252.0K | 0.01% | −4,859−54.4% | Reduced |
| Sound Stewardship, LLC | 4,232 | $262.4K | 0.15% | +6+0.1% | Added |
| Horizon Investment Services, LLC | 4,244 | $263.2K | 0.11% | +4,244 | New |
| Kingswood Wealth Advisors, LLC | 4,280 | $265.4K | 0.02% | −456−9.6% | Reduced |
| Valeo Financial Advisors, LLC | 4,286 | $265.8K | 0.01% | −10−0.2% | Reduced |
| Probity Advisors, Inc. | 4,292 | $266.1K | 0.05% | +241+5.9% | Added |
| Artisan Partners Limited Partnership | 4,308 | $267.1K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 4,321 | $267.9K | 0.00% | +1,246+40.5% | Added |
| Vident Advisory, LLC | 4,334 | $268.8K | 0.01% | −305−6.6% | Reduced |
| Walker Asset Management, LLC | 4,361 | $270.4K | 0.17% | +36+0.8% | Added |
| Syon Capital LLC | 4,387 | $272.0K | 0.02% | −643−12.8% | Reduced |
| Martingale Asset Management L P | 4,400 | $272.8K | 0.01% | 00.0% | Unchanged |
| Bank & Trust Co | 4,406 | $273.2K | 0.22% | 00.0% | Unchanged |
| Cornerstone Wealth Management, LLC | 4,416 | $273.8K | 0.02% | −335−7.1% | Reduced |
| DGS Capital Management, LLC | 4,487 | $278.2K | 0.08% | +619+16.0% | Added |
| NorthRock Partners, LLC | 4,511 | $279.7K | 0.01% | −3−0.1% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 4,524 | $280.5K | 0.00% | −1,131−20.0% | Reduced |
| B. Metzler seel. Sohn & Co. Holding AG | 4,524 | $280.5K | 0.00% | +4,524 | New |
| Integris Wealth Management, LLC | 4,570 | $283.4K | 0.08% | 00.0% | Unchanged |
| MidWestOne Financial Group, Inc. | 4,611 | $285.9K | 0.04% | −8−0.2% | Reduced |
| Lifeworks Advisors, LLC | 4,629 | $287.1K | 0.06% | +4,629 | New |
| MainStreet Investment Advisors LLC | 4,656 | $288.7K | 0.04% | −1,062−18.6% | Reduced |
| Modern Wealth Management, LLC | 4,672 | $289.7K | 0.02% | −15−0.3% | Reduced |
| Summit Trail Advisors, LLC | 4,720 | $292.7K | 0.01% | +4,720 | New |
| Black Diamond Financial, LLC | 4,729 | $293.2K | 0.05% | 00.0% | Unchanged |
| Royal Fund Management, LLC | 4,760 | $295.3K | 0.02% | +4,760 | New |
| Blueshift Asset Management, LLC | 4,769 | $295.7K | 0.07% | +4,769 | New |
| V-Square Quantitative Management LLC | 4,774 | $296.0K | 0.04% | +163+3.5% | Added |
| Jump Financial, LLC | 4,837 | $299.9K | 0.01% | −9,885−67.1% | Reduced |
| Central Trust Co | 4,891 | $303.3K | 0.01% | −549−10.1% | Reduced |
| 44 Wealth Management LLC | 4,900 | $303.6K | 0.11% | +4,900 | New |
| Spirit of America Management Corp | 4,950 | $306.9K | 0.06% | +2,050+70.7% | Added |
| Massmutual Trust Co FSB | 5,007 | $310.5K | 0.01% | +20+0.4% | Added |
| GoalVest Advisory LLC | 5,093 | $315.8K | 0.09% | 00.0% | Unchanged |
| Gentry Private Wealth, LLC | 5,093 | $315.8K | 0.26% | 00.0% | Unchanged |
| Garrett Investment Advisors LLC | 5,145 | $319.0K | 0.03% | 00.0% | Unchanged |
| MML Investors Services, LLC | 5,168 | $320.0K | 0.00% | +935+22.1% | Added |
| D.B. Root & Company, LLC | 5,247 | $325.4K | 0.11% | −2,527−32.5% | Reduced |
| Vista Investment Partners LLC | 5,358 | $332.3K | 0.11% | 00.0% | Unchanged |
| AE Wealth Management LLC | 5,392 | $334.4K | 0.00% | −21,445−79.9% | Reduced |
| Aquatic Capital Management LLC | 5,400 | $334.9K | 0.01% | −16,000−74.8% | Reduced |
| Tocqueville Asset Management L.P. | 5,400 | $334.9K | 0.01% | +500+10.2% | Added |
| Intrust Bank NA | 5,404 | $335.1K | 0.03% | +126+2.4% | Added |
| NorthCrest Asset Manangement, LLC | 5,417 | $335.9K | 0.01% | +5,417 | New |
| Schulhoff & Co Inc | 5,500 | $341.1K | 0.14% | 00.0% | Unchanged |
| T. Rowe Price Investment Management, Inc. | 5,544 | $344.0K | 0.00% | +500+9.9% | Added |
| International Assets Investment Management, LLC | 21,455 | $346.0K | 0.00% | +21,455 | New |
| MBB Public Markets I LLC | 5,580 | $346.0K | 0.03% | −11,285−66.9% | Reduced |
| Pensionmark Financial Group, LLC | 5,715 | $354.4K | 0.01% | +212+3.9% | Added |
| KCM Investment Advisors LLC | 5,736 | $355.7K | 0.01% | −386−6.3% | Reduced |
| Vaughan David Investments LLC | 5,763 | $357.0K | 0.01% | −424−6.9% | Reduced |
| Naples Global Advisors, LLC | 5,788 | $358.9K | 0.03% | −1,275−18.1% | Reduced |
| Blackhawk Capital Partners LLC. | 5,792 | $359.2K | 0.19% | +5,792 | New |
| Raymond James Trust N.A. | 5,815 | $360.6K | 0.01% | −335−5.4% | Reduced |
| Garner Asset Management Corp | 5,831 | $362.0K | 0.17% | 00.0% | Unchanged |
| Hilltop Holdings Inc. | 5,840 | $362.1K | 0.02% | +5,840 | New |
| Plante Moran Financial Advisors, LLC | 5,860 | $363.4K | 0.03% | +5,860 | New |
| Waterfront Wealth Inc. | 6,041 | $363.5K | 0.09% | 00.0% | Unchanged |
| Colony Group, LLC | 5,868 | $363.9K | 0.00% | −237−3.9% | Reduced |
| BKD Wealth Advisors, LLC | 5,877 | $364.5K | 0.01% | −150−2.5% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 5,900 | $366.0K | 0.01% | +5,900 | New |
| Tokio Marine Asset Management Co Ltd | 5,917 | $366.9K | 0.02% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 5,943 | $369.0K | 0.00% | −108,689−94.8% | Reduced |
| Uncommon Cents Investing LLC | 5,975 | $370.5K | 0.10% | +315+5.6% | Added |
| Trust Co | 6,017 | $373.1K | 0.04% | 00.0% | Unchanged |
| Westwood Holdings Group Inc. | 6,076 | $376.8K | 0.00% | 00.0% | Unchanged |
| Resources Investment Advisors, LLC. | 6,167 | $382.4K | 0.00% | −334−5.1% | Reduced |
| Financial Advisory Service, Inc. | 6,180 | $383.2K | 0.03% | +41+0.7% | Added |
| Integrated Wealth Concepts LLC | 6,194 | $384.1K | 0.00% | +88+1.4% | Added |
| Atomi Financial Group, Inc. | 6,245 | $387.3K | 0.02% | +1,033+19.8% | Added |
| Equitable Holdings, Inc. | 6,252 | $387.7K | 0.00% | +299+5.0% | Added |
| AlphaStar Capital Management, LLC | 6,284 | $389.7K | 0.03% | +6,284 | New |
| NBC Securities, Inc. | 6,377 | $395.0K | 0.03% | −33−0.5% | Reduced |