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 |
|---|---|---|---|---|---|
| TD Private Client Wealth LLC | 741 | $45.9K | 0.00% | +3+0.4% | Added |
| Pinnacle Bancorp, Inc. | 740 | $45.9K | 0.01% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 736 | $45.6K | 0.00% | +12+1.7% | Added |
| Cromwell Holdings LLC | 732 | $45.4K | 0.03% | 00.0% | Unchanged |
| Rothschild Investment LLC | 730 | $45.3K | 0.00% | +30+4.3% | Added |
| CVA Family Office, LLC | 717 | $44.5K | 0.01% | +75+11.7% | Added |
| Hantz Financial Services, Inc. | 691 | $43.0K | 0.00% | −86−11.1% | Reduced |
| Tortoise Investment Management, LLC | 679 | $42.1K | 0.00% | 00.0% | Unchanged |
| Pathway Financial Advisers, LLC | 2,539,001 | $40.9K | 0.02% | +2,502,493+6,854.6% | Added |
| Heritage Wealth Advisors | 658 | $40.8K | 0.00% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 650 | $40.3K | 0.02% | 00.0% | Unchanged |
| Elequin Capital LP | 650 | $40.3K | 0.00% | +650 | New |
| Versant Capital Management, Inc | 646 | $40.1K | 0.01% | +2+0.3% | Added |
| Pin Oak Investment Advisors Inc | 660 | $40.0K | 0.04% | 00.0% | Unchanged |
| M&R Capital Management Inc | 610 | $37.8K | 0.01% | 00.0% | Unchanged |
| Delta Asset Management LLC | 605 | $37.5K | 0.00% | −250−29.2% | Reduced |
| Mechanics Financial Corp | 605 | $37.5K | 0.02% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 600 | $37.2K | 0.00% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 598 | $37.1K | 0.01% | 00.0% | Unchanged |
| Key Financial Inc | 598 | $37.1K | 0.01% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 580 | $36.0K | 0.00% | +9+1.6% | Added |
| Leonteq Securities AG | 560 | $34.7K | 0.00% | −17−2.9% | Reduced |
| Independence Bank of Kentucky | 556 | $34.5K | 0.01% | 00.0% | Unchanged |
| CNB Bank | 553 | $34.3K | 0.02% | +106+23.7% | Added |
| Moisand Fitzgerald Tamayo, LLC | 534 | $33.1K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 531 | $32.9K | 0.01% | +170+47.1% | Added |
| Truvestments Capital LLC | 518 | $32.1K | 0.01% | +518 | New |
| EverSource Wealth Advisors, LLC | 497 | $30.8K | 0.00% | −162−24.6% | Reduced |
| Fairscale Capital, LLC | 492 | $30.5K | 0.03% | 00.0% | Unchanged |
| Carolina Wealth Advisors, LLC | 478 | $29.6K | 0.02% | 00.0% | Unchanged |
| Private Trust Co NA | 468 | $29.0K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 462 | $28.0K | 0.01% | +341+281.8% | Added |
| AdvisorNet Financial, Inc | 440 | $27.3K | 0.00% | +31+7.6% | Added |
| CoreCap Advisors, LLC | 438 | $27.1K | 0.00% | −155−26.1% | Reduced |
| Hemington Wealth Management | 441 | $26.0K | 0.01% | +441 | New |
| Colonial Trust Advisors | 419 | $26.0K | 0.00% | 00.0% | Unchanged |
| Financial Avengers, Inc. | 416 | $25.8K | 0.01% | +4+1.0% | Added |
| Bruce G. Allen Investments, LLC | 358 | $22.2K | 0.02% | 00.0% | Unchanged |
| True Wealth Design, LLC | 351 | $21.8K | 0.01% | +342+3,800.0% | Added |
| FSA Wealth Management LLC | 330 | $20.4K | 0.01% | +330 | New |
| Smithfield Trust Co | 330 | $20.0K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 320 | $19.8K | 0.01% | +269+527.5% | Added |
| Gen-Wealth Partners Inc | 324 | $19.5K | 0.01% | −113−25.9% | Reduced |
| Red Tortoise LLC | 312 | $19.3K | 0.01% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 311 | $19.3K | 0.00% | −8−2.5% | Reduced |
| Foster Dykema Cabot & Partners, LLC | 299 | $18.5K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 296 | $18.4K | 0.01% | +190+179.2% | Added |
| Valley National Advisers Inc | 299 | $18.0K | 0.00% | −205−40.7% | Reduced |
| JNBA Financial Advisors | 273 | $16.9K | 0.00% | 00.0% | Unchanged |
| Washington Trust Co | 269 | $16.7K | 0.00% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 269 | $16.7K | 0.01% | 00.0% | Unchanged |
| New Age Alpha Advisors, LLC | 265 | $16.4K | 0.01% | +265 | New |
| Private Wealth Management Group, LLC | 260 | $16.1K | 0.01% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 260 | $16.0K | 0.00% | 00.0% | Unchanged |
| Ashton Thomas Securities, LLC | 237 | $14.7K | 0.00% | +237 | New |
| Missouri Trust & Investment Co | 226 | $14.0K | 0.00% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 220 | $13.6K | 0.00% | 00.0% | Unchanged |
| Vermillion & White Wealth Management Group, LLC | 209 | $13.0K | 0.01% | 00.0% | Unchanged |
| WealthCollab, LLC | 203 | $12.6K | 0.01% | 00.0% | Unchanged |
| NCP Inc. | 200 | $12.4K | 0.01% | 00.0% | Unchanged |
| Country Trust Bank | 200 | $12.4K | 0.00% | +200 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 196 | $12.2K | 0.00% | −8−3.9% | Reduced |
| Covestor Ltd | 197 | $12.0K | 0.01% | −6−3.0% | Reduced |
| GHP Investment Advisors, Inc. | 190 | $11.8K | 0.00% | +60+46.2% | Added |
| Clearstead Advisors, LLC | 183 | $11.3K | 0.00% | −14−7.1% | Reduced |
| REAP Financial Group, LLC | 182 | $11.3K | 0.00% | −14−7.1% | Reduced |
| GW&K Investment Management, LLC | 182 | $11.0K | 0.00% | −19−9.5% | Reduced |
| Global X Japan Co., Ltd. | 176 | $10.9K | 0.00% | −63−26.4% | Reduced |
| Sugarloaf Wealth Management, LLC | 176 | $10.9K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 171 | $10.6K | 0.00% | −54−24.0% | Reduced |
| CGC Financial Services, LLC | 164 | $10.2K | 0.00% | 00.0% | Unchanged |
| Skopos Labs, Inc. | 153 | $9.49K | 0.00% | +153 | New |
| Koesten, Hirschmann & Crabtree, INC. | 151 | $9.36K | 0.01% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 149 | $9.00K | 0.00% | 00.0% | Unchanged |
| Paladin Advisory Group, LLC | 145 | $8.99K | 0.01% | 00.0% | Unchanged |
| VitalStone Financial, LLC | 138 | $8.56K | 0.01% | +138 | New |
| Horizon Bancorp Inc | 134 | $8.00K | 0.00% | 00.0% | Unchanged |
| Kepos Capital LP | 137 | $8.00K | 0.00% | +57+71.3% | Added |
| Optiver Holding B.V. | 122 | $7.57K | 0.00% | +122 | New |
| Ritter Daniher Financial Advisory LLC | 119 | $7.38K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 119 | $7.38K | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 119 | $7.38K | 0.00% | 00.0% | Unchanged |
| Northwest Investment Counselors, LLC | 119 | $7.38K | 0.00% | +119 | New |
| Gilliland Jeter Wealth Management LLC | 113 | $7.01K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 113 | $7.00K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 110 | $6.82K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 101 | $6.26K | 0.00% | +23+29.5% | Added |
| New England Capital Financial Advisors LLC | 100 | $6.20K | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 93 | $5.77K | 0.00% | −337−78.4% | Reduced |
| Bell Investment Advisors, Inc | 87 | $5.39K | 0.00% | −29−25.0% | Reduced |
| Prestige Wealth Management Group LLC | 85 | $5.27K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 87 | $5.00K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 78 | $5.00K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 74 | $4.59K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 67 | $4.16K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 65 | $4.03K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 54 | $3.35K | 0.00% | +49+980.0% | Added |
| CBIZ Investment Advisory Services, LLC | 52 | $3.22K | 0.00% | +52 | New |
| Ridgewood Investments LLC | 49 | $3.04K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 47 | $2.92K | 0.00% | +24+104.3% | Added |