Skip to main content
Livermore
Livermore
ZHEN

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, Q4 2024

Institutional positions in Evergy, Inc. as of Dec 31, 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
776
+66 vs. Q3 2024
Shares held
203.7M
+3.02M (+1.5%) vs. Q3 2024
Total value
$12.5B
+$272.9M (+2.2%) vs. Q3 2024
New holders
127
290 more added
Sold out
61
227 more reduced

12 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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 holdersQ4 2024: 776 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 heldQ4 2024: $12.5B
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, Q4 2024

Shares, value and share of portfolio for each institution holding Evergy, Inc.; share changes are against Q3 2024.

Institutions holding EVRG in Q4 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Winthrop Capital Management, LLC5$00.00%+5New
Retirement Wealth Solutions LLC1$600.00%+1New
Leonteq Securities AG1$620.00%−559−99.8%Reduced
Rakuten Securities, Inc.1$620.00%−29−96.7%Reduced
Sachetta, LLC1$620.00%+1New
RE Dickinson Investment Advisors, LLC1$1000.00%00.0%Unchanged
Winnow Wealth LLC4$2430.00%+4New
West Branch Capital LLC4$2470.00%00.0%Unchanged
Chesapeake Asset Management LLC5$3070.00%+5New
Old Second National Bank of Aurora5$3080.00%+5New
Cassady Schiller Wealth Management, LLC5$3080.00%+5New
NBC Securities, Inc.6$4090.04%−6,371−99.9%Reduced
Global Financial Private Client, LLC7$4310.00%+7New
Cornerstone Planning Group LLC7$4500.00%+7New
WPG Advisers, LLC8$4920.00%+8New
Orion Capital Management LLC10$6160.00%+10New
WealthTrak Capital Management LLC10$6160.00%+10New
Bullock Wealth Management Group11$6600.00%−17−60.7%Reduced
Manchester Capital Management LLC12$7390.00%00.0%Unchanged
Clark Wealth Partners13$8000.00%+13New
Caitlin John, LLC14$8390.00%+1+7.7%Added
New Millennium Group LLC14$8620.00%+14New
Nova Wealth Management, Inc.14$8620.00%+14New
MCF Advisors LLC15$9240.00%−8−34.8%Reduced
Capital Analysts, LLC18$1.00K0.00%−69−79.3%Reduced
DiNuzzo Private Wealth, Inc.18$1.11K0.00%+1+5.9%Added
Whipplewood Advisors, LLC18$1.11K0.00%+18New
SJS Investment Consulting Inc.21$1.29K0.00%+2+10.5%Added
Cape Investment Advisory, Inc.22$1.35K0.00%+22New
Accredited Wealth Management, LLC29$1.78K0.00%+29New
Nemes Rush Group LLC30$1.85K0.00%+30New
TFC Financial Management32$1.97K0.00%00.0%Unchanged
NewSquare Capital LLC32$1.97K0.00%+32New
10Elms LLP36$2.21K0.00%+36New
Synergy Investment Management, LLC36$2.22K0.00%+36New
Eagle Bay Advisors LLC40$2.46K0.00%−34−45.9%Reduced
POM Investment Strategies, LLC47$2.91K0.00%00.0%Unchanged
Ridgewood Investments LLC49$3.02K0.00%00.0%Unchanged
CBIZ Investment Advisory Services, LLC52$3.20K0.00%00.0%Unchanged
Lowe Wealth Advisors, LLC55$3.38K0.00%+55New
Sierra Ocean, LLC58$3.57K0.00%+58New
Dunhill Financial, LLC59$3.63K0.00%+12+25.5%Added
Financial Management Professionals, Inc.61$3.75K0.00%−17−21.8%Reduced
Hollencrest Capital Management65$4.00K0.00%00.0%Unchanged
Armstrong Advisory Group, Inc67$4.12K0.00%00.0%Unchanged
Bellevue Asset Management, LLC82$5.05K0.00%+82New
Prestige Wealth Management Group LLC85$5.23K0.00%00.0%Unchanged
Annis Gardner Whiting Capital Advisors, LLC92$5.66K0.00%−1−1.1%Reduced
TCTC Holdings, LLC92$5.66K0.00%+92New
Bell Investment Advisors, Inc99$6.09K0.00%+12+13.8%Added
New England Capital Financial Advisors LLC100$6.16K0.00%00.0%Unchanged
Kayne Anderson Rudnick Investment Management LLC102$6.28K0.00%+48+88.9%Added
Ritter Daniher Financial Advisory LLC109$6.71K0.00%−10−8.4%Reduced
Salem Investment Counselors Inc110$6.77K0.00%00.0%Unchanged
JFS Wealth Advisors, LLC110$6.77K0.00%+9+8.9%Added
TSFG, LLC113$7.00K0.00%00.0%Unchanged
North Star Investment Management Corp.119$7.32K0.00%00.0%Unchanged
Aspect Partners, LLC119$7.32K0.00%00.0%Unchanged
Synergy Financial Management, LLC124$7.69K0.00%+124New
High Note Wealth, LLC142$8.74K0.00%+142New
Paladin Advisory Group, LLC145$8.93K0.01%00.0%Unchanged
Capital Advisors, Ltd. LLC149$9.00K0.00%00.0%Unchanged
Koesten, Hirschmann & Crabtree, INC.151$9.29K0.01%00.0%Unchanged
Meeder Asset Management Inc162$9.97K0.00%+162New
Gen-Wealth Partners Inc163$10.0K0.00%−161−49.7%Reduced
CGC Financial Services, LLC164$10.1K0.00%00.0%Unchanged
GF Fund Management Co. Ltd.174$10.7K0.00%+174New
Sugarloaf Wealth Management, LLC176$10.8K0.00%00.0%Unchanged
Nelson, Van Denburg & Campbell Wealth Management Group, LLC176$10.8K0.00%−20−10.2%Reduced
West Financial Advisors, LLC177$10.9K0.00%+177New
GW&K Investment Management, LLC182$11.0K0.00%00.0%Unchanged
Transce3nd, LLC185$11.4K0.00%+185New
GHP Investment Advisors, Inc.190$11.7K0.00%00.0%Unchanged
Clearstead Advisors, LLC194$11.9K0.00%+11+6.0%Added
Country Trust Bank200$12.3K0.00%00.0%Unchanged
NCP Inc.200$12.3K0.01%00.0%Unchanged
Flagship Wealth Advisors, LLC200$12.3K0.01%+200New
Vermillion & White Wealth Management Group, LLC209$12.9K0.01%00.0%Unchanged
Covestor Ltd205$13.0K0.01%+8+4.1%Added
Investment Management Corp212$13.0K0.01%+212New
WealthCollab, LLC219$13.5K0.01%+16+7.9%Added
Evermay Wealth Management LLC220$13.5K0.00%00.0%Unchanged
Skopos Labs, Inc.221$13.5K0.00%+68+44.4%Added
Global X Japan Co., Ltd.221$13.6K0.00%+45+25.6%Added
Missouri Trust & Investment Co226$13.9K0.00%00.0%Unchanged
Optiver Holding B.V.244$15.0K0.00%+122+100.0%Added
Brown Brothers Harriman & Co249$15.3K0.00%+245+6,125.0%Added
Acadian Asset Management LLC260$16.0K0.00%00.0%Unchanged
Private Wealth Management Group, LLC260$16.0K0.01%00.0%Unchanged
Washington Trust Co269$16.6K0.00%00.0%Unchanged
Mark Sheptoff Financial Planning, LLC269$16.6K0.01%00.0%Unchanged
Addison Advisors LLC273$16.8K0.00%−23−7.8%Reduced
JNBA Financial Advisors273$16.8K0.00%00.0%Unchanged
Valley National Advisers Inc299$18.0K0.00%00.0%Unchanged
Foster Dykema Cabot & Partners, LLC299$18.4K0.00%00.0%Unchanged
Hopwood Financial Services, Inc.299$18.4K0.01%+299New
Zions Bancorporation, N.A.311$19.1K0.00%00.0%Unchanged
Red Tortoise LLC312$19.2K0.01%00.0%Unchanged
Fortitude Family Office, LLC320$19.7K0.01%00.0%Unchanged
Smithfield Trust Co330$20.0K0.00%00.0%Unchanged