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 |
|---|---|---|---|---|---|
| Duff & Phelps Investment Management Co | 1,822,647 | $113.0M | 1.30% | +256,361+16.4% | Added |
| FMR LLC | 2,004,414 | $124.3M | 0.01% | +1,138,138+131.4% | Added |
| Manning & Napier Advisors LLC | 2,041,608 | $126.6M | 1.39% | −81,548−3.8% | Reduced |
| Charles Schwab Investment Management Inc | 2,135,011 | $132.4M | 0.03% | +634,735+42.3% | Added |
| Northern Trust Corp | 2,219,221 | $137.6M | 0.02% | −34,223−1.5% | Reduced |
| Cohen & Steers, Inc. | 2,427,152 | $150.5M | 0.27% | +1,952,673+411.5% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 2,527,577 | $156.7M | 0.36% | −4,774−0.2% | Reduced |
| Bluescape Energy Partners LLC | 2,657,473 | $164.8M | 37.63% | 00.0% | Unchanged |
| Bank of New York Mellon Corp | 2,828,423 | $175.4M | 0.03% | +48,622+1.7% | Added |
| Point72 Asset Management, L.P. | 2,848,735 | $176.7M | 0.62% | +583,923+25.8% | Added |
| Nuveen Asset Management, LLC | 3,076,277 | $194.1M | 0.05% | +1,830,235+146.9% | Added |
| Millennium Management LLC | 3,236,171 | $200.7M | 0.17% | −446,829−12.1% | Reduced |
| Morgan Stanley | 3,309,084 | $205.2M | 0.01% | −418,245−11.2% | Reduced |
| Federated Hermes, Inc. | 3,361,150 | $208.4M | 0.46% | −129,524−3.7% | Reduced |
| American Century Companies Inc | 3,424,318 | $212.3M | 0.12% | +29,361+0.9% | Added |
| Zimmer Partners, LP | 4,161,221 | $258.0M | 4.84% | −1,689,704−28.9% | Reduced |
| Franklin Resources Inc | 5,532,719 | $330.5M | 0.09% | +288,619+5.5% | Added |
| Geode Capital Management, LLC | 5,503,616 | $340.1M | 0.03% | −309,957−5.3% | Reduced |
| Invesco Ltd. | 6,334,339 | $392.8M | 0.08% | +611,804+10.7% | Added |
| State Street Corp | 16,464,120 | $1.02B | 0.04% | +9,857+0.1% | Added |
| BlackRock, Inc. | 16,758,402 | $1.04B | 0.02% | +16,758,402 | New |
| Vanguard Group Inc | 30,444,799 | $1.89B | 0.03% | +159,185+0.5% | Added |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −526,995−100.0% | Sold out |
| PointState Capital LP | 0 | $0 | 0.00% | −259,681−100.0% | Sold out |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −183,947−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −63,441−100.0% | Sold out |
| Capital Fund Management S.A. | 0 | $0 | 0.00% | −37,358−100.0% | Sold out |
| La Banque Postale Asset Management SA | 0 | $0 | 0.00% | −30,039−100.0% | Sold out |
| Inceptionr LLC | 0 | $0 | 0.00% | −26,925−100.0% | Sold out |
| National Pension Service | 0 | $0 | 0.00% | −23,414−100.0% | Sold out |
| Frank, Rimerman Advisors LLC | 0 | $0 | 0.00% | −22,498−100.0% | Sold out |
| Point72 Hong Kong Ltd | 0 | $0 | 0.00% | −18,399−100.0% | Sold out |
| Eagle Global Advisors LLC | 0 | $0 | 0.00% | −17,808−100.0% | Sold out |
| Unique Wealth Strategies, LLC | 0 | $0 | 0.00% | −17,596−100.0% | Sold out |
| LMCG Investments, LLC | 0 | $0 | 0.00% | −17,606−100.0% | Sold out |
| Occudo Quantitative Strategies LP | 0 | $0 | 0.00% | −16,287−100.0% | Sold out |
| ClearAlpha Technologies LP | 0 | $0 | 0.00% | −15,711−100.0% | Sold out |
| Axq Capital, LP | 0 | $0 | 0.00% | −14,957−100.0% | Sold out |
| Jefferies Financial Group Inc. | 0 | $0 | 0.00% | −9,891−100.0% | Sold out |
| Qtron Investments LLC | 0 | $0 | 0.00% | −9,601−100.0% | Sold out |
| Delap Wealth Advisory, LLC | 0 | $0 | 0.00% | −8,697−100.0% | Sold out |
| Landscape Capital Management, L.L.C. | 0 | $0 | 0.00% | −8,478−100.0% | Sold out |
| Entropy Technologies, LP | 0 | $0 | 0.00% | −7,360−100.0% | Sold out |
| Mirabella Financial Services LLP | 0 | $0 | 0.00% | −7,175−100.0% | Sold out |
| Paloma Partners Management Co | 0 | $0 | 0.00% | −6,523−100.0% | Sold out |
| IFG Advisory, LLC | 0 | $0 | 0.00% | −6,263−100.0% | Sold out |
| TownSquare Capital, LLC | 0 | $0 | 0.00% | −6,007−100.0% | Sold out |
| Hudock, Inc. | 0 | $0 | 0.00% | −5,227−100.0% | Sold out |
| Camelot Portfolios, LLC | 0 | $0 | 0.00% | −4,975−100.0% | Sold out |
| Nomura Holdings Inc | 0 | $0 | 0.00% | −4,882−100.0% | Sold out |
| Quadcap Wealth Management, LLC | 0 | $0 | 0.00% | −4,635−100.0% | Sold out |
| Teacher Retirement System of Texas | 0 | $0 | 0.00% | −4,466−100.0% | Sold out |
| Pearl River Capital, LLC | 0 | $0 | 0.00% | −4,411−100.0% | Sold out |
| Point72 Asia (Singapore) Pte. Ltd. | 0 | $0 | 0.00% | −4,340−100.0% | Sold out |
| Krane Funds Advisors LLC | 0 | $0 | 0.00% | −4,250−100.0% | Sold out |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −4,107−100.0% | Sold out |
| Symmetry Partners, LLC | 0 | $0 | 0.00% | −3,872−100.0% | Sold out |
| State of Wyoming | 0 | $0 | 0.00% | −3,410−100.0% | Sold out |
| Redwood Wealth Management Group, LLC | 0 | $0 | 0.00% | −2,433−100.0% | Sold out |
| Kelly Financial Services LLC | 0 | $0 | 0.00% | −2,054−100.0% | Sold out |
| Walleye Trading LLC | 0 | $0 | 0.00% | −1,679−100.0% | Sold out |
| Bank of New Hampshire | 0 | $0 | 0.00% | −478−100.0% | Sold out |
| SWS Partners | 0 | $0 | 0.00% | −440−100.0% | Sold out |
| American National Bank | 0 | $0 | 0.00% | −291−100.0% | Sold out |
| Pacifica Partners Inc. | 0 | $0 | 0.00% | −275−100.0% | Sold out |
| Triad Wealth Partners, LLC | 0 | $0 | 0.00% | −163−100.0% | Sold out |
| Flputnam Investment Management Co | 0 | $0 | 0.00% | −134−100.0% | Sold out |
| SYSTM Wealth Solutions LLC | 0 | $0 | 0.00% | −129−100.0% | Sold out |
| Caldwell Trust Co | 0 | $0 | 0.00% | −113−100.0% | Sold out |
| Gradient Investments LLC | 0 | $0 | 0.00% | −112−100.0% | Sold out |
| Transcendent Capital Group LLC | 0 | $0 | 0.00% | −62−100.0% | Sold out |
| Ashton Thomas Private Wealth, LLC | 0 | $0 | 0.00% | −45−100.0% | Sold out |
| Opal Wealth Advisors, LLC | 0 | $0 | 0.00% | −18−100.0% | Sold out |
| Fairway Wealth LLC | 0 | $0 | 0.00% | −17−100.0% | Sold out |
| Innealta Capital, LLC | 0 | $0 | 0.00% | −11−100.0% | Sold out |
| Orion Capital Management LLC | 0 | $0 | 0.00% | −10−100.0% | Sold out |
| Wetzel Investment Advisors, Inc. | 0 | $0 | 0.00% | −9−100.0% | Sold out |
| Castleview Partners, LLC | 0 | $0 | 0.00% | −4−100.0% | Sold out |
| Harbor Investment Advisory, LLC | 0 | $0 | 0.00% | −3−100.0% | Sold out |
| Scarborough Advisors, LLC | 0 | $0 | 0.00% | −296−100.0% | Sold out |
| BlackRock Inc. | – | – | – | – | Not filed |
| Susquehanna Fundamental Investments, LLC | – | – | – | – | Not filed |
| Benjamin F. Edwards & Company, Inc. | – | – | – | – | Not filed |
| Buckingham Strategic Wealth, LLC | – | – | – | – | Not filed |
| JJJ Advisors Inc. | – | – | – | – | Not filed |