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 |
|---|---|---|---|---|---|
| Brevan Howard Capital Management LP | 18,949 | $1.18M | 0.06% | −14,727−43.7% | Reduced |
| Ci Investments Inc. | 18,748 | $1.16M | 0.00% | −303−1.6% | Reduced |
| Ieq Capital, LLC | 18,624 | $1.15M | 0.01% | +3,391+22.3% | Added |
| Brookmont Capital Management | 18,398 | $1.14M | 0.59% | −523−2.8% | Reduced |
| DekaBank Deutsche Girozentrale | 18,563 | $1.14M | 0.00% | +212+1.2% | Added |
| Gulf International Bank (UK) Ltd | 18,107 | $1.12M | 0.03% | −684−3.6% | Reduced |
| Financial Partners Group, Inc | 17,886 | $1.11M | 0.16% | −610−3.3% | Reduced |
| Synovus Financial Corp | 17,420 | $1.08M | 0.01% | +8,604+97.6% | Added |
| Teachers Retirement System of the State of Kentucky | 17,163 | $1.06M | 0.01% | −1,080−5.9% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 17,035 | $1.06M | 0.00% | +4,946+40.9% | Added |
| Rockland Trust Co | 16,810 | $1.04M | 0.05% | +596+3.7% | Added |
| Bryn Mawr Trust Co | 16,604 | $1.03M | 0.02% | +16,604 | New |
| Kentucky Retirement Systems | 16,020 | $993.4K | 0.03% | −1,307−7.5% | Reduced |
| J.W. Cole Advisors, Inc. | 15,806 | $980.1K | 0.04% | +156+1.0% | Added |
| Shell Asset Management Co | 15,367 | $953.0K | 0.04% | +15,367 | New |
| Prudential PLC | 15,310 | $949.4K | 0.00% | 00.0% | Unchanged |
| Mizuho Securities USA LLC | 14,912 | $924.7K | 0.02% | −2,813−15.9% | Reduced |
| LaFleur & Godfrey LLC | 14,792 | $917.3K | 0.13% | +2,500+20.3% | Added |
| Tudor Investment Corp Et Al | 14,641 | $907.9K | 0.01% | −54,590−78.9% | Reduced |
| SeaCrest Wealth Management, LLC | 14,625 | $906.9K | 0.10% | −2,000−12.0% | Reduced |
| CSS LLC | 14,465 | $897.0K | 0.05% | +14,465 | New |
| Edmonds Duncan Registered Investment Advisors, LLC | 14,371 | $891.1K | 0.20% | +12+0.1% | Added |
| Hartford Investment Management Co | 14,248 | $883.5K | 0.03% | −167−1.2% | Reduced |
| Farmers & Merchants Investments Inc | 14,229 | $882.3K | 0.03% | +13,846+3,615.1% | Added |
| Private Advisor Group, LLC | 14,001 | $868.2K | 0.01% | +481+3.6% | Added |
| Profund Advisors LLC | 13,871 | $860.1K | 0.03% | +1,176+9.3% | Added |
| Cullinan Associates Inc | 14,000 | $856.7K | 0.05% | −8,803−38.6% | Reduced |
| Scientech Research LLC | 13,704 | $849.8K | 0.17% | +8,162+147.3% | Added |
| Huber Capital Management LLC | 13,658 | $846.9K | 0.17% | 00.0% | Unchanged |
| Albion Financial Group | 13,183 | $817.5K | 0.06% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 13,155 | $814.8K | 0.12% | −73−0.6% | Reduced |
| Rakuten Investment Management, Inc. | 13,029 | $807.0K | 0.00% | +3,241+33.1% | Added |
| Louisiana State Employees Retirement System | 12,900 | $799.9K | 0.01% | −100−0.8% | Reduced |
| Maryland State Retirement & Pension System | 12,721 | $788.8K | 0.02% | −4,639−26.7% | Reduced |
| Securian Asset Management, Inc | 12,655 | $784.7K | 0.02% | −476−3.6% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 12,370 | $767.1K | 0.00% | −2,408−16.3% | Reduced |
| Fox Run Management, L.L.C. | 12,236 | $758.8K | 0.17% | +12,236 | New |
| Lion Street Advisors, LLC | 12,091 | $749.8K | 0.26% | −40−0.3% | Reduced |
| Change Path, LLC | 11,925 | $739.5K | 0.03% | +1,304+12.3% | Added |
| Moody National Bank Trust Division | 11,861 | $735.5K | 0.08% | +2,676+29.1% | Added |
| GWM Advisors LLC | 11,854 | $735.0K | 0.00% | −1,811−13.3% | Reduced |
| Altfest L J & Co Inc | 11,768 | $730.0K | 0.10% | +2,267+23.9% | Added |
| Miller Howard Investments Inc | 11,579 | $718.0K | 0.02% | −548−4.5% | Reduced |
| Aviso Financial Inc. | 11,490 | $712.5K | 0.04% | +663+6.1% | Added |
| Gibson Wealth Advisors LLC | 11,400 | $706.9K | 0.58% | 00.0% | Unchanged |
| New Mexico Educational Retirement Board | 11,250 | $698.0K | 0.02% | −300−2.6% | Reduced |
| Intrua Financial, LLC | 11,210 | $695.1K | 0.11% | −114−1.0% | Reduced |
| Schonfeld Strategic Advisors LLC | 11,169 | $692.6K | 0.01% | −48,721−81.4% | Reduced |
| Virtu Financial LLC | 11,161 | $692.0K | 0.04% | +11,161 | New |
| Sienna Gestion | 11,104 | $686.9K | 0.05% | +11,104 | New |
| Meeder Advisory Services, Inc. | 11,029 | $683.9K | 0.04% | +2,473+28.9% | Added |
| CAPROCK Group, Inc. | 10,980 | $680.9K | 0.02% | −142−1.3% | Reduced |
| Sherbrooke Park Advisers LLC | 10,815 | $670.6K | 0.15% | −6,518−37.6% | Reduced |
| Iams Wealth Management, LLC | 10,646 | $660.2K | 0.32% | −120−1.1% | Reduced |
| Blair William & Co | 10,611 | $658.0K | 0.00% | −97−0.9% | Reduced |
| Veriti Management LLC | 10,418 | $646.0K | 0.03% | +2,202+26.8% | Added |
| Ethic Inc. | 12,038 | $642.6K | 0.02% | −165−1.4% | Reduced |
| GAMMA Investing LLC | 10,313 | $639.5K | 0.06% | +1,686+19.5% | Added |
| Moors & Cabot, Inc. | 10,306 | $639.1K | 0.03% | −173−1.7% | Reduced |
| Nordea Investment Management AB | 10,263 | $636.7K | 0.00% | 00.0% | Unchanged |
| Amica Mutual Insurance Co | 10,201 | $633.0K | 0.06% | −1,431−12.3% | Reduced |
| Prime Capital Investment Advisors, LLC | 10,138 | $628.7K | 0.01% | +2,910+40.3% | Added |
| O'Shaughnessy Asset Management, LLC | 10,372 | $619.5K | 0.01% | +3,145+43.5% | Added |
| IHT Wealth Management, LLC | 9,874 | $611.1K | 0.02% | +3,307+50.4% | Added |
| Crossmark Global Holdings, Inc. | 9,777 | $606.0K | 0.01% | −35−0.4% | Reduced |
| Smith, Moore & Co. | 9,703 | $601.7K | 0.06% | +211+2.2% | Added |
| Jane Street Group, LLC | 9,604 | $595.5K | 0.00% | −249,550−96.3% | Reduced |
| Pallas Capital Advisors LLC | 9,651 | $594.9K | 0.03% | +1,251+14.9% | Added |
| Janney Montgomery Scott LLC | 9,473 | $587.0K | 0.00% | −225−2.3% | Reduced |
| Verity Asset Management, Inc. | 9,399 | $582.8K | 0.22% | +4,616+96.5% | Added |
| Wellington Management Group LLP | 9,397 | $582.7K | 0.00% | −246,566−96.3% | Reduced |
| IFP Advisors, Inc | 9,390 | $582.3K | 0.02% | −428−4.4% | Reduced |
| Midwest Financial Group LLC | 9,295 | $576.0K | 0.34% | −1,260−11.9% | Reduced |
| Sierra Summit Advisors LLC | 9,216 | $571.5K | 0.13% | +1,534+20.0% | Added |
| RSM US Wealth Management LLC | 9,247 | $570.0K | 0.01% | +558+6.4% | Added |
| Capula Management Ltd | 9,165 | $568.3K | 0.01% | +9,165 | New |
| Mattern Wealth Management LLC | 9,071 | $562.5K | 0.12% | −600−6.2% | Reduced |
| Fairview Capital Investment Management, LLC | 9,000 | $558.1K | 0.03% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 8,957 | $555.4K | 0.01% | +8,957 | New |
| FineMark National Bank & Trust | 8,868 | $549.9K | 0.02% | −40−0.4% | Reduced |
| Concurrent Investment Advisors, LLC | 8,820 | $546.9K | 0.02% | −1,267−12.6% | Reduced |
| NEOS Investment Management LLC | 8,700 | $539.5K | 0.02% | +1,624+23.0% | Added |
| Hennion & Walsh Asset Management, Inc. | 8,688 | $538.7K | 0.03% | +950+12.3% | Added |
| Johnson Investment Counsel Inc | 8,679 | $538.2K | 0.01% | −465−5.1% | Reduced |
| Stephenson National Bank & Trust | 8,625 | $534.8K | 0.17% | +553+6.9% | Added |
| Norinchukin Bank, The | 8,487 | $526.3K | 0.01% | +750+9.7% | Added |
| Atria Wealth Solutions, Inc. | 8,293 | $514.2K | 0.01% | +851+11.4% | Added |
| TD Waterhouse Canada Inc. | 8,289 | $510.9K | 0.00% | +8,289 | New |
| HighPoint Advisor Group LLC | 8,535 | $508.5K | 0.03% | +411+5.1% | Added |
| Transcend Wealth Collective, LLC | 8,015 | $497.0K | 0.03% | 00.0% | Unchanged |
| Nicolet Bankshares Inc | 8,000 | $496.1K | 0.12% | 00.0% | Unchanged |
| Larson Financial Group LLC | 7,967 | $494.0K | 0.03% | +5,655+244.6% | Added |
| Sunbelt Securities, Inc. | 7,778 | $482.3K | 0.05% | +168+2.2% | Added |
| Jeppson Wealth Management, LLC | 7,774 | $482.1K | 0.17% | −59−0.8% | Reduced |
| Empirical Finance, LLC | 7,751 | $480.6K | 0.03% | +171+2.3% | Added |
| United Capital Financial Advisers, LLC | 7,727 | $479.1K | 0.00% | +67+0.9% | Added |
| Parallel Advisors, LLC | 7,726 | $479.1K | 0.01% | −955−11.0% | Reduced |
| Chicago Partners Investment Group LLC | 7,728 | $478.8K | 0.02% | +397+5.4% | Added |
| Investment Management Corp of Ontario | 7,606 | $471.6K | 0.01% | +2,400+46.1% | Added |
| Evergreen Capital Management LLC | 7,560 | $468.8K | 0.02% | 00.0% | Unchanged |