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 |
|---|---|---|---|---|---|
| USS Investment Management Ltd | 41,200 | $2.56M | 0.02% | −14,919−26.6% | Reduced |
| JustInvest LLC | 41,629 | $2.58M | 0.04% | +7,578+22.3% | Added |
| Bailard, Inc. | 41,705 | $2.59M | 0.07% | +3,765+9.9% | Added |
| Brinker Capital Investments, LLC | 42,205 | $2.62M | 0.03% | −851−2.0% | Reduced |
| Orion Portfolio Solutions, LLC | 42,205 | $2.62M | 0.03% | −851−2.0% | Reduced |
| Raymond James & Associates | 43,154 | $2.68M | 0.00% | −9,194−17.6% | Reduced |
| CI Private Wealth, LLC | 43,784 | $2.72M | 0.00% | +880+2.1% | Added |
| Oxbow Advisors, LLC | 44,149 | $2.74M | 0.27% | +44,149 | New |
| Yousif Capital Management, LLC | 44,423 | $2.75M | 0.03% | +11,734+35.9% | Added |
| Amalgamated Bank | 44,802 | $2.78M | 0.02% | −28,086−38.5% | Reduced |
| Icon Advisers Inc | 45,300 | $2.81M | 0.59% | 00.0% | Unchanged |
| Czech National Bank | 46,844 | $2.90M | 0.03% | +3,029+6.9% | Added |
| Moneta Group Investment Advisors LLC | 46,940 | $2.91M | 0.04% | −66,615−58.7% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 46,997 | $2.91M | 0.01% | −2,670−5.4% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 49,017 | $3.04M | 0.03% | +5,441+12.5% | Added |
| Standard Life Aberdeen plc | 49,821 | $3.09M | 0.01% | +10,961+28.2% | Added |
| Keeley-Teton Advisors, LLC | 49,821 | $3.09M | 0.34% | −286−0.6% | Reduced |
| Retirement Systems of Alabama | 50,340 | $3.12M | 0.01% | −381−0.8% | Reduced |
| Mariner, LLC | 51,355 | $3.18M | 0.01% | +5,931+13.1% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 51,895 | $3.22M | 0.01% | +10.0% | Added |
| Cerity Partners LLC | 51,912 | $3.22M | 0.01% | +12,657+32.2% | Added |
| Panagora Asset Management Inc | 54,390 | $3.37M | 0.02% | −10.0% | Reduced |
| WCG Wealth Advisors LLC | 54,696 | $3.39M | 0.23% | −1,040−1.9% | Reduced |
| Soltis Investment Advisors LLC | 54,859 | $3.40M | 0.33% | +3,836+7.5% | Added |
| Gateway Investment Advisers LLC | 55,404 | $3.44M | 0.04% | −381−0.7% | Reduced |
| Mercer Global Advisors Inc | 56,499 | $3.48M | 0.01% | +9,256+19.6% | Added |
| Corebridge Financial, Inc. | 57,041 | $3.54M | 0.02% | −1,651−2.8% | Reduced |
| QRG Capital Management, Inc. | 57,851 | $3.59M | 0.04% | +9,956+20.8% | Added |
| Savant Capital, LLC | 59,163 | $3.67M | 0.03% | −441−0.7% | Reduced |
| MetLife Investment Management | 59,664 | $3.70M | 0.02% | −1,530−2.5% | Reduced |
| IFM Investors Pty Ltd | 59,751 | $3.71M | 0.04% | −4,685−7.3% | Reduced |
| Wealthfront Advisers LLC | 59,872 | $3.71M | 0.01% | +5,211+9.5% | Added |
| Susquehanna International Group, LLP | 62,697 | $3.89M | 0.01% | −1,640−2.5% | Reduced |
| Comerica Bank | 63,527 | $3.94M | 0.02% | +8,740+16.0% | Added |
| Keene & Associates, Inc. | 63,923 | $3.96M | 3.00% | −385−0.6% | Reduced |
| Kempner Capital Management Inc. | 64,067 | $3.97M | 2.03% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 64,388 | $3.99M | 0.00% | +13,036+25.4% | Added |
| Cetera Investment Advisers | 64,795 | $4.02M | 0.01% | +3,542+5.8% | Added |
| Headlands Technologies LLC | 64,868 | $4.02M | 0.46% | −952−1.4% | Reduced |
| Wasatch Advisors Inc | 65,127 | $4.04M | 0.02% | −4,523−6.5% | Reduced |
| Arizona State Retirement System | 65,875 | $4.08M | 0.03% | +2,768+4.4% | Added |
| Howard Capital Management Inc. | 66,134 | $4.10M | 0.07% | +66,134 | New |
| Edgemoor Investment Advisors, Inc. | 66,182 | $4.10M | 0.36% | +6,156+10.3% | Added |
| Commonwealth Equity Services, LLC | 66,229 | $4.11M | 0.01% | +11,953+22.0% | Added |
| Pictet Asset Management Holding SA | 66,503 | $4.12M | 0.00% | +3,811+6.1% | Added |
| Ledyard National Bank | 66,553 | $4.13M | 0.38% | −3,109−4.5% | Reduced |
| Swiss Life Asset Management Ltd | 66,666 | $4.13M | 0.05% | +6,079+10.0% | Added |
| State of New Jersey Common Pension Fund D | 66,973 | $4.15M | 0.02% | 00.0% | Unchanged |
| State of Alaska, Department of Revenue | 68,547 | $4.25M | 0.05% | −20,190−22.8% | Reduced |
| Nomura Asset Management Co Ltd | 71,927 | $4.46M | 0.01% | +7,280+11.3% | Added |
| Jones Financial Companies LLLP | 72,218 | $4.47M | 0.00% | +32,438+81.5% | Added |
| State of Michigan Retirement System | 72,181 | $4.48M | 0.02% | −300−0.4% | Reduced |
| Avantax Advisory Services, Inc. | 72,580 | $4.50M | 0.03% | −2,671−3.5% | Reduced |
| TCG Advisory Services, LLC | 73,266 | $4.54M | 0.20% | −4,729−6.1% | Reduced |
| Financial Counselors Inc | 73,899 | $4.58M | 0.07% | +2,901+4.1% | Added |
| Nisa Investment Advisors, LLC | 73,977 | $4.59M | 0.03% | −4,885−6.2% | Reduced |
| Pacer Advisors, Inc. | 76,877 | $4.77M | 0.01% | +60,503+369.5% | Added |
| Resona Asset Management Co.,Ltd. | 78,242 | $4.85M | 0.03% | −2,274−2.8% | Reduced |
| Ensign Peak Advisors, Inc | 79,094 | $4.90M | 0.01% | +2,310+3.0% | Added |
| Sagefield Capital LP | 79,290 | $4.92M | 0.53% | +4,919+6.6% | Added |
| Meritage Portfolio Management | 80,281 | $4.98M | 0.30% | −3,645−4.3% | Reduced |
| Benjamin Edwards Inc | 81,559 | $5.06M | 0.07% | +80,703+9,427.9% | Added |
| Natixis | 83,664 | $5.19M | 0.03% | +83,664 | New |
| TD Asset Management Inc | 84,370 | $5.23M | 0.00% | +461+0.5% | Added |
| Wexford Capital LP | 84,926 | $5.27M | 1.26% | +20,190+31.2% | Added |
| Natixis Advisors, L.P. | 85,855 | $5.32M | 0.01% | +939+1.1% | Added |
| State of Tennessee, Treasury Department | 90,190 | $5.59M | 0.02% | +46,713+107.4% | Added |
| Public Employees Retirement System of Ohio | 90,479 | $5.61M | 0.02% | −8,413−8.5% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 90,505 | $5.61M | 0.01% | −406−0.4% | Reduced |
| Oppenheimer & Co Inc | 92,989 | $5.77M | 0.09% | −167−0.2% | Reduced |
| Great West Life Assurance Co | 93,293 | $5.79M | 0.01% | +7,222+8.4% | Added |
| Asset Management One Co.,Ltd. | 94,500 | $5.86M | 0.02% | +3,810+4.2% | Added |
| Harvest Portfolios Group Inc. | 94,911 | $5.89M | 0.20% | +3,045+3.3% | Added |
| HighTower Advisors, LLC | 97,186 | $6.03M | 0.01% | +77,398+391.1% | Added |
| First Manhattan Co | 97,451 | $6.04M | 0.02% | −3,155−3.1% | Reduced |
| New York State Common Retirement Fund | 101,661 | $6.30M | 0.01% | −31,512−23.7% | Reduced |
| Qube Research & Technologies Ltd | 103,317 | $6.41M | 0.01% | −127,115−55.2% | Reduced |
| Quantinno Capital Management LP | 105,489 | $6.54M | 0.09% | +5,526+5.5% | Added |
| Van Eck Associates Corp | 107,569 | $6.67M | 0.01% | +6,509+6.4% | Added |
| Intech Investment Management LLC | 108,626 | $6.74M | 0.08% | +8,603+8.6% | Added |
| D. E. Shaw & Co., Inc. | 108,992 | $6.76M | 0.01% | +29,216+36.6% | Added |
| Neuberger Berman Group LLC | 111,234 | $6.90M | 0.01% | −1,435−1.3% | Reduced |
| Mackenzie Financial Corp | 112,949 | $7.00M | 0.01% | −10,578−8.6% | Reduced |
| Covalis Capital LLP | 113,551 | $7.04M | 1.05% | −344,646−75.2% | Reduced |
| Summit Global Investments | 115,103 | $7.14M | 0.46% | −15,863−12.1% | Reduced |
| Churchill Management Corp | 119,191 | $7.39M | 0.08% | +10,436+9.6% | Added |
| Advocate Group LLC | 119,650 | $7.42M | 1.35% | +4,981+4.3% | Added |
| NFJ Investment Group, LLC | 123,038 | $7.63M | 0.22% | −10,749−8.0% | Reduced |
| Chevy Chase Trust Holdings, Inc. | 123,293 | $7.65M | 0.02% | −2,225−1.8% | Reduced |
| Creative Planning | 123,594 | $7.66M | 0.01% | +812+0.7% | Added |
| Picton Mahoney Asset Management | 124,507 | $7.72M | 0.30% | +121,446+3,967.5% | Added |
| Mutual of America Capital Management LLC | 126,648 | $7.85M | 0.08% | +9,178+7.8% | Added |
| Leeward Investments, LLC - MA | 130,232 | $8.08M | 0.37% | −33,733−20.6% | Reduced |
| WSFS Capital Management, LLC | 132,078 | $8.19M | 0.44% | −110−0.1% | Reduced |
| Toronto Dominion Bank | 135,274 | $8.39M | 0.01% | +21,257+18.6% | Added |
| Schaper Benz & Wise Investment Counsel Inc | 139,589 | $8.66M | 0.69% | −1,269−0.9% | Reduced |
| DRW Securities, LLC | 140,508 | $8.71M | 0.48% | +140,508 | New |
| Edgestream Partners, L.P. | 141,155 | $8.75M | 0.38% | +122,512+657.1% | Added |
| Robeco Institutional Asset Management B.V. | 144,751 | $8.98M | 0.02% | +14,876+11.5% | Added |
| Brandywine Global Investment Management, LLC | 151,296 | $9.04M | 0.06% | +14,945+11.0% | Added |