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 |
|---|---|---|---|---|---|
| Sound View Wealth Advisors Group, LLC | 6,372 | $395.1K | 0.03% | +2,347+58.3% | Added |
| We Are One Seven, LLC | 6,494 | $402.7K | 0.02% | +840+14.9% | Added |
| Signaturefd, LLC | 6,547 | $406.0K | 0.01% | −21−0.3% | Reduced |
| Kornitzer Capital Management Inc | 6,579 | $408.0K | 0.01% | 00.0% | Unchanged |
| Park Avenue Securities LLC | 6,602 | $409.0K | 0.00% | −289−4.2% | Reduced |
| Vinva Investment Management Ltd | 6,636 | $411.0K | 0.02% | +929+16.3% | Added |
| Evoke Wealth, LLC | 6,694 | $415.1K | 0.01% | +6,694 | New |
| Kentucky Retirement Systems Insurance Trust Fund | 6,808 | $422.2K | 0.03% | −608−8.2% | Reduced |
| Proequities, Inc. | 6,909 | $428.4K | 0.03% | −530−7.1% | Reduced |
| Ti-Trust, Inc | 7,047 | $437.0K | 0.31% | 00.0% | Unchanged |
| Wealthcare Advisory Partners LLC | 7,140 | $442.8K | 0.01% | −556−7.2% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 7,171 | $445.0K | 0.00% | +304+4.4% | Added |
| Northwestern Mutual Investment Management Company, LLC | 7,289 | $452.0K | 0.01% | −28−0.4% | Reduced |
| Novak & Powell Financial Services, Inc. | 7,346 | $455.5K | 0.26% | +75+1.0% | Added |
| Metis Global Partners, LLC | 7,356 | $456.1K | 0.01% | +109+1.5% | Added |
| Buckingham Strategic Partners | 7,425 | $460.5K | 0.01% | +573+8.4% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 7,436 | $461.1K | 0.02% | 00.0% | Unchanged |
| HB Wealth Management, LLC | 7,438 | $461.2K | 0.00% | +460+6.6% | Added |
| Y-Intercept (Hong Kong) Ltd | 7,449 | $461.9K | 0.03% | −14,620−66.2% | Reduced |
| Coldstream Capital Management Inc | 7,449 | $462.7K | 0.01% | +155+2.1% | Added |
| Trust Co of Kansas | 7,486 | $464.0K | 0.23% | −35−0.5% | Reduced |
| CoreFirst Bank & Trust | 7,560 | $468.8K | 0.27% | −857−10.2% | Reduced |
| Evergreen Capital Management LLC | 7,560 | $468.8K | 0.02% | 00.0% | Unchanged |
| Investment Management Corp of Ontario | 7,606 | $471.6K | 0.01% | +2,400+46.1% | Added |
| Chicago Partners Investment Group LLC | 7,728 | $478.8K | 0.02% | +397+5.4% | Added |
| Parallel Advisors, LLC | 7,726 | $479.1K | 0.01% | −955−11.0% | Reduced |
| United Capital Financial Advisers, LLC | 7,727 | $479.1K | 0.00% | +67+0.9% | Added |
| Empirical Finance, LLC | 7,751 | $480.6K | 0.03% | +171+2.3% | Added |
| Jeppson Wealth Management, LLC | 7,774 | $482.1K | 0.17% | −59−0.8% | Reduced |
| Sunbelt Securities, Inc. | 7,778 | $482.3K | 0.05% | +168+2.2% | Added |
| Larson Financial Group LLC | 7,967 | $494.0K | 0.03% | +5,655+244.6% | Added |
| Nicolet Bankshares Inc | 8,000 | $496.1K | 0.12% | 00.0% | Unchanged |
| Transcend Wealth Collective, LLC | 8,015 | $497.0K | 0.03% | 00.0% | Unchanged |
| HighPoint Advisor Group LLC | 8,535 | $508.5K | 0.03% | +411+5.1% | Added |
| TD Waterhouse Canada Inc. | 8,289 | $510.9K | 0.00% | +8,289 | New |
| Atria Wealth Solutions, Inc. | 8,293 | $514.2K | 0.01% | +851+11.4% | Added |
| Norinchukin Bank, The | 8,487 | $526.3K | 0.01% | +750+9.7% | Added |
| Stephenson National Bank & Trust | 8,625 | $534.8K | 0.17% | +553+6.9% | Added |
| Johnson Investment Counsel Inc | 8,679 | $538.2K | 0.01% | −465−5.1% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 8,688 | $538.7K | 0.03% | +950+12.3% | Added |
| NEOS Investment Management LLC | 8,700 | $539.5K | 0.02% | +1,624+23.0% | Added |
| Concurrent Investment Advisors, LLC | 8,820 | $546.9K | 0.02% | −1,267−12.6% | Reduced |
| FineMark National Bank & Trust | 8,868 | $549.9K | 0.02% | −40−0.4% | Reduced |
| Sterling Capital Management LLC | 8,957 | $555.4K | 0.01% | +8,957 | New |
| Fairview Capital Investment Management, LLC | 9,000 | $558.1K | 0.03% | 00.0% | Unchanged |
| Mattern Wealth Management LLC | 9,071 | $562.5K | 0.12% | −600−6.2% | Reduced |
| Capula Management Ltd | 9,165 | $568.3K | 0.01% | +9,165 | New |
| RSM US Wealth Management LLC | 9,247 | $570.0K | 0.01% | +558+6.4% | Added |
| Sierra Summit Advisors LLC | 9,216 | $571.5K | 0.13% | +1,534+20.0% | Added |
| Midwest Financial Group LLC | 9,295 | $576.0K | 0.34% | −1,260−11.9% | Reduced |
| IFP Advisors, Inc | 9,390 | $582.3K | 0.02% | −428−4.4% | Reduced |
| Wellington Management Group LLP | 9,397 | $582.7K | 0.00% | −246,566−96.3% | Reduced |
| Verity Asset Management, Inc. | 9,399 | $582.8K | 0.22% | +4,616+96.5% | Added |
| Janney Montgomery Scott LLC | 9,473 | $587.0K | 0.00% | −225−2.3% | Reduced |
| Pallas Capital Advisors LLC | 9,651 | $594.9K | 0.03% | +1,251+14.9% | Added |
| Jane Street Group, LLC | 9,604 | $595.5K | 0.00% | −249,550−96.3% | Reduced |
| Smith, Moore & Co. | 9,703 | $601.7K | 0.06% | +211+2.2% | Added |
| Crossmark Global Holdings, Inc. | 9,777 | $606.0K | 0.01% | −35−0.4% | Reduced |
| IHT Wealth Management, LLC | 9,874 | $611.1K | 0.02% | +3,307+50.4% | Added |
| O'Shaughnessy Asset Management, LLC | 10,372 | $619.5K | 0.01% | +3,145+43.5% | Added |
| Prime Capital Investment Advisors, LLC | 10,138 | $628.7K | 0.01% | +2,910+40.3% | Added |
| Amica Mutual Insurance Co | 10,201 | $633.0K | 0.06% | −1,431−12.3% | Reduced |
| Nordea Investment Management AB | 10,263 | $636.7K | 0.00% | 00.0% | Unchanged |
| Moors & Cabot, Inc. | 10,306 | $639.1K | 0.03% | −173−1.7% | Reduced |
| GAMMA Investing LLC | 10,313 | $639.5K | 0.06% | +1,686+19.5% | Added |
| Ethic Inc. | 12,038 | $642.6K | 0.02% | −165−1.4% | Reduced |
| Veriti Management LLC | 10,418 | $646.0K | 0.03% | +2,202+26.8% | Added |
| Blair William & Co | 10,611 | $658.0K | 0.00% | −97−0.9% | Reduced |
| Iams Wealth Management, LLC | 10,646 | $660.2K | 0.32% | −120−1.1% | Reduced |
| Sherbrooke Park Advisers LLC | 10,815 | $670.6K | 0.15% | −6,518−37.6% | Reduced |
| CAPROCK Group, Inc. | 10,980 | $680.9K | 0.02% | −142−1.3% | Reduced |
| Meeder Advisory Services, Inc. | 11,029 | $683.9K | 0.04% | +2,473+28.9% | Added |
| Sienna Gestion | 11,104 | $686.9K | 0.05% | +11,104 | New |
| Virtu Financial LLC | 11,161 | $692.0K | 0.04% | +11,161 | New |
| Schonfeld Strategic Advisors LLC | 11,169 | $692.6K | 0.01% | −48,721−81.4% | Reduced |
| Intrua Financial, LLC | 11,210 | $695.1K | 0.11% | −114−1.0% | Reduced |
| New Mexico Educational Retirement Board | 11,250 | $698.0K | 0.02% | −300−2.6% | Reduced |
| Gibson Wealth Advisors LLC | 11,400 | $706.9K | 0.58% | 00.0% | Unchanged |
| Aviso Financial Inc. | 11,490 | $712.5K | 0.04% | +663+6.1% | Added |
| Miller Howard Investments Inc | 11,579 | $718.0K | 0.02% | −548−4.5% | Reduced |
| Altfest L J & Co Inc | 11,768 | $730.0K | 0.10% | +2,267+23.9% | Added |
| GWM Advisors LLC | 11,854 | $735.0K | 0.00% | −1,811−13.3% | Reduced |
| Moody National Bank Trust Division | 11,861 | $735.5K | 0.08% | +2,676+29.1% | Added |
| Change Path, LLC | 11,925 | $739.5K | 0.03% | +1,304+12.3% | Added |
| Lion Street Advisors, LLC | 12,091 | $749.8K | 0.26% | −40−0.3% | Reduced |
| Fox Run Management, L.L.C. | 12,236 | $758.8K | 0.17% | +12,236 | New |
| Envestnet Portfolio Solutions, Inc. | 12,370 | $767.1K | 0.00% | −2,408−16.3% | Reduced |
| Securian Asset Management, Inc | 12,655 | $784.7K | 0.02% | −476−3.6% | Reduced |
| Maryland State Retirement & Pension System | 12,721 | $788.8K | 0.02% | −4,639−26.7% | Reduced |
| Louisiana State Employees Retirement System | 12,900 | $799.9K | 0.01% | −100−0.8% | Reduced |
| Rakuten Investment Management, Inc. | 13,029 | $807.0K | 0.00% | +3,241+33.1% | Added |
| Coppell Advisory Solutions LLC | 13,155 | $814.8K | 0.12% | −73−0.6% | Reduced |
| Albion Financial Group | 13,183 | $817.5K | 0.06% | 00.0% | Unchanged |
| Huber Capital Management LLC | 13,658 | $846.9K | 0.17% | 00.0% | Unchanged |
| Scientech Research LLC | 13,704 | $849.8K | 0.17% | +8,162+147.3% | Added |
| Cullinan Associates Inc | 14,000 | $856.7K | 0.05% | −8,803−38.6% | Reduced |
| Profund Advisors LLC | 13,871 | $860.1K | 0.03% | +1,176+9.3% | Added |
| Private Advisor Group, LLC | 14,001 | $868.2K | 0.01% | +481+3.6% | Added |
| Farmers & Merchants Investments Inc | 14,229 | $882.3K | 0.03% | +13,846+3,615.1% | Added |
| Hartford Investment Management Co | 14,248 | $883.5K | 0.03% | −167−1.2% | Reduced |