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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.

Institutional holdersQ3 2024: 722 institutions
Q1 2021: 586 institutionsQ2 2021: 581 institutionsQ3 2021: 593 institutionsQ4 2021: 633 institutionsQ1 2022: 641 institutionsQ2 2022: 640 institutionsQ3 2022: 651 institutionsQ4 2022: 686 institutionsQ1 2023: 654 institutionsQ2 2023: 664 institutionsQ3 2023: 663 institutionsQ4 2023: 706 institutionsQ1 2024: 693 institutionsQ2 2024: 702 institutionsQ3 2024: 722 institutionsQ4 2024: 776 institutionsQ1 2025: 821 institutionsQ2 2025: 821 institutionsQ3 2025: 854 institutionsQ4 2025: 925 institutionsQ1 2026: 924 institutionsQ2 2026: 948 institutions
Value heldQ3 2024: $12.3B
Q1 2021: $11.3BQ2 2021: $11.9BQ3 2021: $12.3BQ4 2021: $13.7BQ1 2022: $13.0BQ2 2022: $12.5BQ3 2022: $11.4BQ4 2022: $12.0BQ1 2023: $11.8BQ2 2023: $11.1BQ3 2023: $9.73BQ4 2023: $10.5BQ1 2024: $10.4BQ2 2024: $10.4BQ3 2024: $12.3BQ4 2024: $12.5BQ1 2025: $13.9BQ2 2025: $14.3BQ3 2025: $16.3BQ4 2025: $15.4BQ1 2026: $17.6BQ2 2026: $18.8B
Institutions holding EVRG and their total value by quarter
QuarterHoldersValue
Q2 2026948$18.8B
Q1 2026924$17.6B
Q4 2025925$15.4B
Q3 2025854$16.3B
Q2 2025821$14.3B
Q1 2025821$13.9B
Q4 2024776$12.5B
Q3 2024722$12.3B
Q2 2024702$10.4B
Q1 2024693$10.4B
Q4 2023706$10.5B
Q3 2023663$9.73B
Q2 2023664$11.1B
Q1 2023654$11.8B
Q4 2022686$12.0B
Q3 2022651$11.4B
Q2 2022640$12.5B
Q1 2022641$13.0B
Q4 2021633$13.7B
Q3 2021593$12.3B
Q2 2021581$11.9B
Q1 2021586$11.3B

Institutions, Q3 2024

Shares, value and share of portfolio for each institution holding Evergy, Inc.; share changes are against Q2 2024.

Institutions holding EVRG in Q3 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Panagora Asset Management Inc54,390$3.37M0.02%−10.0%Reduced
Cerity Partners LLC51,912$3.22M0.01%+12,657+32.2%Added
Zurcher Kantonalbank (Zurich Cantonalbank)51,895$3.22M0.01%+10.0%Added
Mariner, LLC51,355$3.18M0.01%+5,931+13.1%Added
Retirement Systems of Alabama50,340$3.12M0.01%−381−0.8%Reduced
Keeley-Teton Advisors, LLC49,821$3.09M0.34%−286−0.6%Reduced
Standard Life Aberdeen plc49,821$3.09M0.01%+10,961+28.2%Added
Sumitomo Mitsui DS Asset Management Company, Ltd49,017$3.04M0.03%+5,441+12.5%Added
Cambridge Investment Research Advisors, Inc.46,997$2.91M0.01%−2,670−5.4%Reduced
Moneta Group Investment Advisors LLC46,940$2.91M0.04%−66,615−58.7%Reduced
Czech National Bank46,844$2.90M0.03%+3,029+6.9%Added
Icon Advisers Inc45,300$2.81M0.59%00.0%Unchanged
Amalgamated Bank44,802$2.78M0.02%−28,086−38.5%Reduced
Yousif Capital Management, LLC44,423$2.75M0.03%+11,734+35.9%Added
Oxbow Advisors, LLC44,149$2.74M0.27%+44,149New
CI Private Wealth, LLC43,784$2.72M0.00%+880+2.1%Added
Raymond James & Associates43,154$2.68M0.00%−9,194−17.6%Reduced
Brinker Capital Investments, LLC42,205$2.62M0.03%−851−2.0%Reduced
Orion Portfolio Solutions, LLC42,205$2.62M0.03%−851−2.0%Reduced
Bailard, Inc.41,705$2.59M0.07%+3,765+9.9%Added
JustInvest LLC41,629$2.58M0.04%+7,578+22.3%Added
USS Investment Management Ltd41,200$2.56M0.02%−14,919−26.6%Reduced
Foresight Capital Management Advisors, Inc.40,203$2.49M1.48%+40,203New
Public Sector Pension Investment Board40,137$2.49M0.01%+1,100+2.8%Added
CIBC Asset Management Inc39,139$2.43M0.01%+2,581+7.1%Added
British Columbia Investment Management Corp38,385$2.38M0.01%−5,639−12.8%Reduced
Mirae Asset Global ETFs Holdings Ltd.37,880$2.35M0.01%−769−2.0%Reduced
US Bancorp37,518$2.33M0.00%+214+0.6%Added
Squarepoint Ops LLC37,231$2.31M0.01%+26,673+252.6%Added
Walleye Capital LLC36,848$2.28M0.02%+16,381+80.0%Added
Utah Retirement Systems36,827$2.28M0.03%+200+0.5%Added
Twin Capital Management Inc36,447$2.26M0.26%−183−0.5%Reduced
AXA S.A.36,171$2.24M0.01%+36,171New
First PREMIER Bank36,007$2.23M0.56%00.0%Unchanged
Commerce Bank35,602$2.21M0.01%−2,181−5.8%Reduced
Baird Financial Group, Inc.35,389$2.19M0.00%−1,496−4.1%Reduced
Schroder Investment Management Group35,062$2.17M0.00%+2,386+7.3%Added
Qsemble Capital Management, LP34,702$2.15M0.40%+8,811+34.0%Added
Conning Inc.34,292$2.13M0.07%−105−0.3%Reduced
Stolper Co34,015$2.11M0.69%+34,015New
Trexquant Investment LP33,725$2.09M0.03%+33,725New
Redwood Investment Management, LLC33,255$2.06M0.18%−4,185−11.2%Reduced
Umb Bank N A33,170$2.06M0.03%−18,742−36.1%Reduced
Northwestern Mutual Wealth Management Co32,946$2.04M0.00%+15,906+93.3%Added
Prospera Financial Services Inc32,154$1.99M0.05%+7,189+28.8%Added
Daiwa Securities Group Inc.31,634$1.96M0.01%+6,616+26.4%Added
Xponance, Inc.31,337$1.94M0.02%+910+3.0%Added
CIBC World Markets Corp31,253$1.94M0.01%+1,667+5.6%Added
ProShare Advisors LLC30,550$1.89M0.00%−2,840−8.5%Reduced
New York Life Investment Management LLC30,422$1.89M0.02%−993−3.2%Reduced
STRS Ohio30,246$1.88M0.01%+30,246New
Green Square Capital Advisors LLC30,277$1.88M0.26%−932−3.0%Reduced
Thrivent Financial for Lutherans30,216$1.87M0.00%−713,193−95.9%Reduced
Advisor Group Holdings, Inc.30,112$1.87M0.00%−2,015−6.3%Reduced
Engineers Gate Manager LP30,099$1.87M0.04%+30,099New
Allspring Global Investments Holdings, LLC29,931$1.86M0.00%−482−1.6%Reduced
Community Bank of Raymore29,757$1.85M1.39%−1,794−5.7%Reduced
WealthTrust Axiom LLC29,710$1.84M0.55%−2,346−7.3%Reduced
DC Investments Management, LLC29,492$1.83M1.28%00.0%Unchanged
Exchange Traded Concepts, LLC29,409$1.82M0.04%+16,443+126.8%Added
UniSuper Management Pty Ltd29,183$1.81M0.01%−325−1.1%Reduced
Inspire Advisors, LLC28,934$1.79M0.22%−3,589−11.0%Reduced
Nissay Asset Management Corp28,362$1.76M0.01%+863+3.1%Added
Credit Agricole S A27,514$1.71M0.01%+5,185+23.2%Added
Clearbridge Investments, LLC26,626$1.65M0.00%+1,614+6.5%Added
Rafferty Asset Management, LLC26,498$1.64M0.01%+1,550+6.2%Added
Cresset Asset Management, LLC25,960$1.61M0.01%+656+2.6%Added
Brookstone Capital Management25,847$1.60M0.02%−1,023−3.8%Reduced
Centiva Capital, LP25,745$1.60M0.07%+2,533+10.9%Added
Glenmede Trust Co NA25,698$1.59M0.01%−4,821−15.8%Reduced
1832 Asset Management L.P.25,376$1.57M0.00%−1,609−6.0%Reduced
Dark Forest Capital Management LP25,343$1.57M0.20%+18,357+262.8%Added
Wealth Enhancement Advisory Services, LLC24,864$1.54M0.00%+4,920+24.7%Added
CWM Advisors, LLC24,844$1.54M0.16%−1,616−6.1%Reduced
Sanctuary Advisors, LLC23,942$1.54M0.01%+7,472+45.4%Added
Independent Advisor Alliance24,487$1.52M0.06%+1,444+6.3%Added
Retirement Planning Group24,162$1.50M0.08%−184−0.8%Reduced
Greenland Capital Management LP23,760$1.47M0.27%−259,180−91.6%Reduced
CWA Asset Management Group, LLC23,543$1.46M0.08%+23,543New
Dynamic Advisor Solutions LLC23,495$1.46M0.04%−84−0.4%Reduced
Lido Advisors, LLC23,263$1.44M0.01%+2,269+10.8%Added
Advisors Asset Management, Inc.23,182$1.44M0.03%+1,327+6.1%Added
Bokf, NA23,349$1.42M0.03%−3,100−11.7%Reduced
Public Employees Retirement Association of Colorado22,487$1.39M0.01%00.0%Unchanged
Tower Research Capital LLC (TRC)21,609$1.34M0.04%−16,951−44.0%Reduced
Vestcor Inc21,482$1.33M0.04%−2,610−10.8%Reduced
KBC Group NV21,439$1.33M0.00%+9,164+74.7%Added
Groupama Asset Managment26,556$1.32M0.03%+1,142+4.5%Added
Schnieders Capital Management LLC20,673$1.28M0.24%+2,250+12.2%Added
Ontario Teachers Pension Plan Board20,560$1.27M0.01%−8,073−28.2%Reduced
Janus Henderson Group PLC20,431$1.27M0.00%−3,771−15.6%Reduced
Kestra Advisory Services, LLC19,925$1.24M0.01%−2,284−10.3%Reduced
Assetmark, Inc19,841$1.23M0.00%+40.0%Added
Oregon Public Employees Retirement Fund19,795$1.23M0.02%+10+0.1%Added
Pathstone Holdings, LLC19,794$1.23M0.01%+1,682+9.3%Added
Adamsbrown Wealth Consultants LLC19,703$1.22M0.42%−30.0%Reduced
Wealthspire Advisors, LLC19,465$1.21M0.01%+187+1.0%Added
Fifth Third Bancorp19,131$1.19M0.00%−654−3.3%Reduced
Truist Financial Corp19,106$1.18M0.00%+1,446+8.2%Added
Pensionfund Sabic19,000$1.18M0.37%−3,000−13.6%Reduced