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 |
|---|---|---|---|---|---|
| Alpha Family Trust | 3,970 | $246.2K | 0.14% | 00.0% | Unchanged |
| Eastern Bank | 3,963 | $245.7K | 0.00% | +3,963 | New |
| Golden State Equity Partners | 3,950 | $244.9K | 0.04% | 00.0% | Unchanged |
| Marcum Wealth, LLC | 3,833 | $237.7K | 0.02% | +3,833 | New |
| D.A. Davidson & Co. | 3,795 | $235.4K | 0.00% | −231−5.7% | Reduced |
| United Asset Strategies, Inc. | 3,768 | $233.7K | 0.02% | +3,768 | New |
| First National Advisers, LLC | 3,761 | $233.2K | 0.04% | +3,761 | New |
| Texas Yale Capital Corp. | 3,743 | $232.1K | 0.01% | +3,743 | New |
| Sound Income Strategies, LLC | 3,718 | $230.6K | 0.01% | 00.0% | Unchanged |
| Zacks Investment Management | 3,708 | $229.9K | 0.00% | −747−16.8% | Reduced |
| Steward Partners Investment Advisory, LLC | 3,683 | $228.4K | 0.00% | +841+29.6% | Added |
| Empowered Funds, LLC | 3,652 | $226.5K | 0.00% | +3,652 | New |
| Lazard Asset Management LLC | 3,655 | $226.0K | 0.00% | 00.0% | Unchanged |
| Kavar Capital Partners Group, LLC | 3,603 | $223.4K | 0.04% | +3,603 | New |
| PFG Investments, LLC | 3,578 | $221.9K | 0.01% | −1,188−24.9% | Reduced |
| GeoWealth Management, LLC | 3,555 | $220.4K | 0.01% | +3,555 | New |
| Ameritas Advisory Services, LLC | 3,552 | $220.3K | 0.01% | +3,552 | New |
| Aviva PLC | 3,534 | $219.1K | 0.00% | +3,534 | New |
| Quent Capital, LLC | 3,529 | $218.7K | 0.02% | +21+0.6% | Added |
| New Century Financial Group, LLC | 3,512 | $217.8K | 0.08% | −506−12.6% | Reduced |
| Phoenix Wealth Advisors | 3,501 | $217.1K | 0.10% | +3,501 | New |
| Morningstar Investment Management LLC | 3,612 | $216.0K | 0.02% | +3,612 | New |
| PAX Financial Group, LLC | 3,465 | $214.9K | 0.04% | +3,465 | New |
| Greenleaf Trust | 3,447 | $213.7K | 0.00% | +3,447 | New |
| Beacon Pointe Advisors, LLC | 3,413 | $211.6K | 0.00% | +3,413 | New |
| Gries Financial LLC | 3,374 | $209.2K | 0.04% | +3,374 | New |
| FinTrust Capital Advisors, LLC | 3,364 | $208.6K | 0.04% | +200+6.3% | Added |
| Bleakley Financial Group, LLC | 3,332 | $206.6K | 0.01% | +3,332 | New |
| SRS Capital Advisors, Inc. | 3,303 | $204.8K | 0.02% | +30+0.9% | Added |
| Northwest & Ethical Investments L.P. | 3,300 | $204.7K | 0.01% | +3,300 | New |
| Man Group plc | 3,256 | $201.9K | 0.00% | +3,256 | New |
| EP Wealth Advisors, LLC | 3,251 | $201.6K | 0.00% | +3,251 | New |
| Advisory Services Network, LLC | 3,802 | $201.4K | 0.00% | 00.0% | Unchanged |
| United Capital Management of KS, Inc. | 3,246 | $201.3K | 0.04% | +3,246 | New |
| Horizon Investments, LLC | 3,156 | $195.7K | 0.01% | −533−14.4% | Reduced |
| Bessemer Group Inc | 3,056 | $190.0K | 0.00% | +248+8.8% | Added |
| Mather Group, LLC. | 3,058 | $189.6K | 0.00% | −397−11.5% | Reduced |
| Federation des caisses Desjardins du Quebec | 2,915 | $180.8K | 0.00% | +58+2.0% | Added |
| Tucker Asset Management LLC | 2,811 | $174.3K | 0.04% | +500+21.6% | Added |
| Riggs Asset Managment Co. Inc. | 2,800 | $173.6K | 0.05% | 00.0% | Unchanged |
| Danske Bank A/S | 2,500 | $155.0K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 2,329 | $144.4K | 0.00% | −224−8.8% | Reduced |
| Y.D. More Investments Ltd | 2,255 | $139.8K | 0.01% | +70+3.2% | Added |
| Farther Finance Advisors, LLC | 2,237 | $138.7K | 0.01% | +75+3.5% | Added |
| Jaffetilchin Investment Partners, LLC | 2,170 | $134.6K | 0.01% | +2,170 | New |
| HHM Wealth Advisors, LLC | 2,074 | $128.6K | 0.02% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 2,033 | $126.1K | 0.00% | +135+7.1% | Added |
| Catalyst Funds Management Pty Ltd | 2,000 | $124.0K | 0.03% | +1,400+233.3% | Added |
| Capital Performance Advisors LLP | 1,998 | $123.9K | 0.04% | +1,998 | New |
| Huntington National Bank | 1,962 | $121.7K | 0.00% | −148−7.0% | Reduced |
| Quadrant Capital Group LLC | 1,873 | $116.1K | 0.01% | −131−6.5% | Reduced |
| Ronald Blue Trust, Inc. | 2,148 | $113.8K | 0.00% | +665+44.8% | Added |
| Tradewinds Capital Management, LLC | 1,800 | $111.6K | 0.03% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 1,721 | $106.7K | 0.01% | +16+0.9% | Added |
| Ostrum Asset Management | 1,677 | $104.0K | 0.01% | +21+1.3% | Added |
| Advantage Trust Co | 1,597 | $99.0K | 0.07% | 00.0% | Unchanged |
| Trust Co of Vermont | 1,585 | $98.3K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 1,563 | $96.9K | 0.00% | +333+27.1% | Added |
| Harbour Investments, Inc. | 1,556 | $96.5K | 0.00% | +63+4.2% | Added |
| Creative Capital Management Investments LLC | 1,501 | $93.1K | 0.04% | 00.0% | Unchanged |
| Peoples Bank | 1,455 | $90.2K | 0.06% | −1,200−45.2% | Reduced |
| Venturi Wealth Management, LLC | 1,386 | $85.9K | 0.00% | +966+230.0% | Added |
| Smartleaf Asset Management LLC | 1,293 | $80.1K | 0.01% | +757+141.2% | Added |
| Atwood & Palmer Inc | 1,269 | $78.7K | 0.01% | 00.0% | Unchanged |
| Hilltop National Bank | 1,267 | $78.6K | 0.02% | −113−8.2% | Reduced |
| First Horizon Advisors, Inc. | 1,221 | $75.8K | 0.00% | +61+5.3% | Added |
| Amica Retiree Medical Trust | 1,208 | $75.0K | 0.06% | +1,208 | New |
| Capstone Investment Advisors, LLC | 1,207 | $74.8K | 0.00% | −2,483−67.3% | Reduced |
| Westside Investment Management, Inc. | 1,174 | $72.8K | 0.02% | 00.0% | Unchanged |
| Motco | 1,097 | $68.0K | 0.01% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 1,069 | $67.1K | 0.01% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 1,068 | $66.2K | 0.02% | +7+0.7% | Added |
| Householder Group Estate & Retirement Specialist, LLC | 1,070 | $66.0K | 0.02% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 1,010 | $62.6K | 0.02% | 00.0% | Unchanged |
| HM Payson & Co | 1,005 | $62.3K | 0.00% | +5+0.5% | Added |
| First Financial Corp | 1,000 | $62.0K | 0.03% | 00.0% | Unchanged |
| Montag A & Associates Inc | 1,000 | $62.0K | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 1,000 | $62.0K | 0.01% | 00.0% | Unchanged |
| Ruedi Wealth Management, Inc. | 1,000 | $62.0K | 0.02% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 1,000 | $62.0K | 0.01% | +1,000 | New |
| PSI Advisors, LLC | 999 | $61.9K | 0.02% | 00.0% | Unchanged |
| Mowery & Schoenfeld Wealth Management, LLC | 976 | $60.5K | 0.10% | 00.0% | Unchanged |
| Spire Wealth Management | 972 | $60.3K | 0.00% | −46−4.5% | Reduced |
| Rogco, LP | 962 | $59.7K | 0.02% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 956 | $59.3K | 0.03% | 00.0% | Unchanged |
| Crewe Advisors LLC | 900 | $55.8K | 0.01% | 00.0% | Unchanged |
| Asset Dedication, LLC | 885 | $54.9K | 0.00% | 00.0% | Unchanged |
| Beach Investment Counsel Inc | 873 | $54.0K | 0.01% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 860 | $53.3K | 0.00% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 842 | $52.2K | 0.02% | 00.0% | Unchanged |
| Sentry Investment Management LLC | 829 | $51.0K | 0.02% | +829 | New |
| City State Bank | 808 | $50.1K | 0.02% | 00.0% | Unchanged |
| City Holding Co | 808 | $50.1K | 0.01% | 00.0% | Unchanged |
| Riverview Trust Co | 804 | $49.9K | 0.04% | 00.0% | Unchanged |
| Northwest Financial Advisors | 800 | $49.6K | 0.04% | +800 | New |
| Whittier Trust Co | 781 | $48.4K | 0.00% | 00.0% | Unchanged |
| Centennial Bank | 777 | $48.2K | 0.02% | 00.0% | Unchanged |
| Principal Securities, Inc. | 776 | $48.1K | 0.00% | −201−20.6% | Reduced |
| Lindbrook Capital, LLC | 774 | $48.0K | 0.00% | −178−18.7% | Reduced |
| Parkside Financial Bank & Trust | 743 | $46.1K | 0.01% | +53+7.7% | Added |