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 |
|---|---|---|---|---|---|
| Edmonds Duncan Registered Investment Advisors, LLC | 14,371 | $891.1K | 0.20% | +12+0.1% | Added |
| CSS LLC | 14,465 | $897.0K | 0.05% | +14,465 | New |
| SeaCrest Wealth Management, LLC | 14,625 | $906.9K | 0.10% | −2,000−12.0% | Reduced |
| Tudor Investment Corp Et Al | 14,641 | $907.9K | 0.01% | −54,590−78.9% | Reduced |
| LaFleur & Godfrey LLC | 14,792 | $917.3K | 0.13% | +2,500+20.3% | Added |
| Mizuho Securities USA LLC | 14,912 | $924.7K | 0.02% | −2,813−15.9% | Reduced |
| Prudential PLC | 15,310 | $949.4K | 0.00% | 00.0% | Unchanged |
| Shell Asset Management Co | 15,367 | $953.0K | 0.04% | +15,367 | New |
| J.W. Cole Advisors, Inc. | 15,806 | $980.1K | 0.04% | +156+1.0% | Added |
| Kentucky Retirement Systems | 16,020 | $993.4K | 0.03% | −1,307−7.5% | Reduced |
| Bryn Mawr Trust Co | 16,604 | $1.03M | 0.02% | +16,604 | New |
| Rockland Trust Co | 16,810 | $1.04M | 0.05% | +596+3.7% | Added |
| Mirae Asset Global Investments Co., Ltd. | 17,035 | $1.06M | 0.00% | +4,946+40.9% | Added |
| Teachers Retirement System of the State of Kentucky | 17,163 | $1.06M | 0.01% | −1,080−5.9% | Reduced |
| Synovus Financial Corp | 17,420 | $1.08M | 0.01% | +8,604+97.6% | Added |
| Financial Partners Group, Inc | 17,886 | $1.11M | 0.16% | −610−3.3% | Reduced |
| Gulf International Bank (UK) Ltd | 18,107 | $1.12M | 0.03% | −684−3.6% | Reduced |
| DekaBank Deutsche Girozentrale | 18,563 | $1.14M | 0.00% | +212+1.2% | Added |
| Brookmont Capital Management | 18,398 | $1.14M | 0.59% | −523−2.8% | Reduced |
| Ieq Capital, LLC | 18,624 | $1.15M | 0.01% | +3,391+22.3% | Added |
| Ci Investments Inc. | 18,748 | $1.16M | 0.00% | −303−1.6% | Reduced |
| Brevan Howard Capital Management LP | 18,949 | $1.18M | 0.06% | −14,727−43.7% | Reduced |
| Pensionfund Sabic | 19,000 | $1.18M | 0.37% | −3,000−13.6% | Reduced |
| Truist Financial Corp | 19,106 | $1.18M | 0.00% | +1,446+8.2% | Added |
| Fifth Third Bancorp | 19,131 | $1.19M | 0.00% | −654−3.3% | Reduced |
| Wealthspire Advisors, LLC | 19,465 | $1.21M | 0.01% | +187+1.0% | Added |
| Adamsbrown Wealth Consultants LLC | 19,703 | $1.22M | 0.42% | −30.0% | Reduced |
| Pathstone Holdings, LLC | 19,794 | $1.23M | 0.01% | +1,682+9.3% | Added |
| Oregon Public Employees Retirement Fund | 19,795 | $1.23M | 0.02% | +10+0.1% | Added |
| Assetmark, Inc | 19,841 | $1.23M | 0.00% | +40.0% | Added |
| Kestra Advisory Services, LLC | 19,925 | $1.24M | 0.01% | −2,284−10.3% | Reduced |
| Janus Henderson Group PLC | 20,431 | $1.27M | 0.00% | −3,771−15.6% | Reduced |
| Ontario Teachers Pension Plan Board | 20,560 | $1.27M | 0.01% | −8,073−28.2% | Reduced |
| Schnieders Capital Management LLC | 20,673 | $1.28M | 0.24% | +2,250+12.2% | Added |
| Groupama Asset Managment | 26,556 | $1.32M | 0.03% | +1,142+4.5% | Added |
| KBC Group NV | 21,439 | $1.33M | 0.00% | +9,164+74.7% | Added |
| Vestcor Inc | 21,482 | $1.33M | 0.04% | −2,610−10.8% | Reduced |
| Tower Research Capital LLC (TRC) | 21,609 | $1.34M | 0.04% | −16,951−44.0% | Reduced |
| Public Employees Retirement Association of Colorado | 22,487 | $1.39M | 0.01% | 00.0% | Unchanged |
| Bokf, NA | 23,349 | $1.42M | 0.03% | −3,100−11.7% | Reduced |
| Advisors Asset Management, Inc. | 23,182 | $1.44M | 0.03% | +1,327+6.1% | Added |
| Lido Advisors, LLC | 23,263 | $1.44M | 0.01% | +2,269+10.8% | Added |
| Dynamic Advisor Solutions LLC | 23,495 | $1.46M | 0.04% | −84−0.4% | Reduced |
| CWA Asset Management Group, LLC | 23,543 | $1.46M | 0.08% | +23,543 | New |
| Greenland Capital Management LP | 23,760 | $1.47M | 0.27% | −259,180−91.6% | Reduced |
| Retirement Planning Group | 24,162 | $1.50M | 0.08% | −184−0.8% | Reduced |
| Independent Advisor Alliance | 24,487 | $1.52M | 0.06% | +1,444+6.3% | Added |
| Sanctuary Advisors, LLC | 23,942 | $1.54M | 0.01% | +7,472+45.4% | Added |
| CWM Advisors, LLC | 24,844 | $1.54M | 0.16% | −1,616−6.1% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 24,864 | $1.54M | 0.00% | +4,920+24.7% | Added |
| Dark Forest Capital Management LP | 25,343 | $1.57M | 0.20% | +18,357+262.8% | Added |
| 1832 Asset Management L.P. | 25,376 | $1.57M | 0.00% | −1,609−6.0% | Reduced |
| Glenmede Trust Co NA | 25,698 | $1.59M | 0.01% | −4,821−15.8% | Reduced |
| Centiva Capital, LP | 25,745 | $1.60M | 0.07% | +2,533+10.9% | Added |
| Brookstone Capital Management | 25,847 | $1.60M | 0.02% | −1,023−3.8% | Reduced |
| Cresset Asset Management, LLC | 25,960 | $1.61M | 0.01% | +656+2.6% | Added |
| Rafferty Asset Management, LLC | 26,498 | $1.64M | 0.01% | +1,550+6.2% | Added |
| Clearbridge Investments, LLC | 26,626 | $1.65M | 0.00% | +1,614+6.5% | Added |
| Credit Agricole S A | 27,514 | $1.71M | 0.01% | +5,185+23.2% | Added |
| Nissay Asset Management Corp | 28,362 | $1.76M | 0.01% | +863+3.1% | Added |
| Inspire Advisors, LLC | 28,934 | $1.79M | 0.22% | −3,589−11.0% | Reduced |
| UniSuper Management Pty Ltd | 29,183 | $1.81M | 0.01% | −325−1.1% | Reduced |
| Exchange Traded Concepts, LLC | 29,409 | $1.82M | 0.04% | +16,443+126.8% | Added |
| DC Investments Management, LLC | 29,492 | $1.83M | 1.28% | 00.0% | Unchanged |
| WealthTrust Axiom LLC | 29,710 | $1.84M | 0.55% | −2,346−7.3% | Reduced |
| Community Bank of Raymore | 29,757 | $1.85M | 1.39% | −1,794−5.7% | Reduced |
| Allspring Global Investments Holdings, LLC | 29,931 | $1.86M | 0.00% | −482−1.6% | Reduced |
| Engineers Gate Manager LP | 30,099 | $1.87M | 0.04% | +30,099 | New |
| Advisor Group Holdings, Inc. | 30,112 | $1.87M | 0.00% | −2,015−6.3% | Reduced |
| Thrivent Financial for Lutherans | 30,216 | $1.87M | 0.00% | −713,193−95.9% | Reduced |
| Green Square Capital Advisors LLC | 30,277 | $1.88M | 0.26% | −932−3.0% | Reduced |
| STRS Ohio | 30,246 | $1.88M | 0.01% | +30,246 | New |
| New York Life Investment Management LLC | 30,422 | $1.89M | 0.02% | −993−3.2% | Reduced |
| ProShare Advisors LLC | 30,550 | $1.89M | 0.00% | −2,840−8.5% | Reduced |
| CIBC World Markets Corp | 31,253 | $1.94M | 0.01% | +1,667+5.6% | Added |
| Xponance, Inc. | 31,337 | $1.94M | 0.02% | +910+3.0% | Added |
| Daiwa Securities Group Inc. | 31,634 | $1.96M | 0.01% | +6,616+26.4% | Added |
| Prospera Financial Services Inc | 32,154 | $1.99M | 0.05% | +7,189+28.8% | Added |
| Northwestern Mutual Wealth Management Co | 32,946 | $2.04M | 0.00% | +15,906+93.3% | Added |
| Umb Bank N A | 33,170 | $2.06M | 0.03% | −18,742−36.1% | Reduced |
| Redwood Investment Management, LLC | 33,255 | $2.06M | 0.18% | −4,185−11.2% | Reduced |
| Trexquant Investment LP | 33,725 | $2.09M | 0.03% | +33,725 | New |
| Stolper Co | 34,015 | $2.11M | 0.69% | +34,015 | New |
| Conning Inc. | 34,292 | $2.13M | 0.07% | −105−0.3% | Reduced |
| Qsemble Capital Management, LP | 34,702 | $2.15M | 0.40% | +8,811+34.0% | Added |
| Schroder Investment Management Group | 35,062 | $2.17M | 0.00% | +2,386+7.3% | Added |
| Baird Financial Group, Inc. | 35,389 | $2.19M | 0.00% | −1,496−4.1% | Reduced |
| Commerce Bank | 35,602 | $2.21M | 0.01% | −2,181−5.8% | Reduced |
| First PREMIER Bank | 36,007 | $2.23M | 0.56% | 00.0% | Unchanged |
| AXA S.A. | 36,171 | $2.24M | 0.01% | +36,171 | New |
| Twin Capital Management Inc | 36,447 | $2.26M | 0.26% | −183−0.5% | Reduced |
| Utah Retirement Systems | 36,827 | $2.28M | 0.03% | +200+0.5% | Added |
| Walleye Capital LLC | 36,848 | $2.28M | 0.02% | +16,381+80.0% | Added |
| Squarepoint Ops LLC | 37,231 | $2.31M | 0.01% | +26,673+252.6% | Added |
| US Bancorp | 37,518 | $2.33M | 0.00% | +214+0.6% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 37,880 | $2.35M | 0.01% | −769−2.0% | Reduced |
| British Columbia Investment Management Corp | 38,385 | $2.38M | 0.01% | −5,639−12.8% | Reduced |
| CIBC Asset Management Inc | 39,139 | $2.43M | 0.01% | +2,581+7.1% | Added |
| Public Sector Pension Investment Board | 40,137 | $2.49M | 0.01% | +1,100+2.8% | Added |
| Foresight Capital Management Advisors, Inc. | 40,203 | $2.49M | 1.48% | +40,203 | New |