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.
| 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, Q4 2024
Shares, value and share of portfolio for each institution holding Evergy, Inc.; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| FSA Wealth Management LLC | 330 | $20.3K | 0.01% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 332 | $20.4K | 0.00% | +332 | New |
| Ameriflex Group, Inc. | 320 | $20.5K | 0.01% | +320 | New |
| Altshuler Shaham Ltd | 341 | $21.0K | 0.00% | +341 | New |
| Raleigh Capital Management Inc. | 349 | $21.5K | 0.01% | +178+104.1% | Added |
| True Wealth Design, LLC | 357 | $22.0K | 0.01% | +6+1.7% | Added |
| Bruce G. Allen Investments, LLC | 358 | $22.0K | 0.02% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 388 | $23.9K | 0.00% | −50−11.4% | Reduced |
| Roxbury Financial LLC | 373 | $24.1K | 0.02% | +373 | New |
| AdvisorNet Financial, Inc | 407 | $25.1K | 0.00% | −33−7.5% | Reduced |
| Financial Avengers, Inc. | 420 | $25.9K | 0.01% | +4+1.0% | Added |
| Lee Danner & Bass Inc | 425 | $26.2K | 0.00% | +425 | New |
| Painted Porch Advisors LLC | 425 | $26.2K | 0.01% | +425 | New |
| Avion Wealth | 470 | $28.0K | 0.01% | +8+1.7% | Added |
| Hemington Wealth Management | 468 | $28.0K | 0.01% | +27+6.1% | Added |
| Elequin Capital LP | 466 | $28.7K | 0.00% | −184−28.3% | Reduced |
| Private Trust Co NA | 468 | $28.8K | 0.00% | 00.0% | Unchanged |
| Carolina Wealth Advisors, LLC | 478 | $29.4K | 0.02% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 479 | $29.5K | 0.00% | −18−3.6% | Reduced |
| National Pension Service | 481 | $29.6K | 0.00% | +481 | New |
| Fairscale Capital, LLC | 492 | $30.3K | 0.03% | 00.0% | Unchanged |
| Bank of Jackson Hole Trust | 498 | $30.7K | 0.02% | +498 | New |
| Motco | 499 | $30.7K | 0.00% | −598−54.5% | Reduced |
| UMA Financial Services, Inc. | 512 | $31.5K | 0.01% | +512 | New |
| Colonial Trust Co | 521 | $32.1K | 0.00% | +521 | New |
| Truvestments Capital LLC | 523 | $32.2K | 0.01% | +5+1.0% | Added |
| LMR Partners LLP | 532 | $32.7K | 0.00% | +532 | New |
| Moisand Fitzgerald Tamayo, LLC | 534 | $32.9K | 0.00% | 00.0% | Unchanged |
| CNB Bank | 553 | $34.0K | 0.02% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 556 | $34.2K | 0.01% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 582 | $35.0K | 0.00% | +582 | New |
| Pacific Center for Financial Services | 598 | $36.8K | 0.01% | 00.0% | Unchanged |
| Key Financial Inc | 598 | $36.8K | 0.01% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 600 | $36.9K | 0.00% | 00.0% | Unchanged |
| Delta Asset Management LLC | 605 | $37.2K | 0.00% | 00.0% | Unchanged |
| Mechanics Financial Corp | 605 | $37.2K | 0.02% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 650 | $40.0K | 0.02% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 658 | $40.5K | 0.00% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 660 | $41.0K | 0.04% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 676 | $41.6K | 0.00% | −3−0.4% | Reduced |
| Hantz Financial Services, Inc. | 691 | $43.0K | 0.00% | 00.0% | Unchanged |
| Sentry Investment Management LLC | 713 | $44.0K | 0.02% | −116−14.0% | Reduced |
| MV Capital Management, Inc. | 725 | $44.6K | 0.00% | −11−1.5% | Reduced |
| Sandy Spring Bank | 730 | $44.9K | 0.00% | +718+5,983.3% | Added |
| Cromwell Holdings LLC | 732 | $45.1K | 0.03% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 740 | $45.5K | 0.01% | 00.0% | Unchanged |
| Rothschild Investment LLC | 741 | $45.6K | 0.00% | +11+1.5% | Added |
| TD Private Client Wealth LLC | 746 | $45.9K | 0.00% | +5+0.7% | Added |
| Versant Capital Management, Inc | 750 | $46.2K | 0.01% | +104+16.1% | Added |
| Centennial Bank | 777 | $47.8K | 0.02% | 00.0% | Unchanged |
| Whittier Trust Co | 781 | $48.1K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 786 | $48.4K | 0.00% | +12+1.6% | Added |
| Beaird Harris Wealth Management, LLC | 793 | $48.8K | 0.00% | +793 | New |
| SBI Securities Co., Ltd. | 797 | $49.1K | 0.00% | +797 | New |
| Parkside Financial Bank & Trust | 798 | $49.1K | 0.01% | +55+7.4% | Added |
| Riverview Trust Co | 804 | $49.5K | 0.04% | 00.0% | Unchanged |
| City Holding Co | 808 | $49.7K | 0.01% | 00.0% | Unchanged |
| City State Bank | 808 | $49.7K | 0.02% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 811 | $49.9K | 0.01% | +280+52.7% | Added |
| Rocky Mountain Advisers, LLC | 842 | $51.8K | 0.02% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 860 | $52.9K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 872 | $53.7K | 0.00% | −13−1.5% | Reduced |
| Principal Securities, Inc. | 899 | $55.3K | 0.00% | +123+15.9% | Added |
| Crewe Advisors LLC | 900 | $55.4K | 0.01% | 00.0% | Unchanged |
| CVA Family Office, LLC | 950 | $58.5K | 0.01% | +233+32.5% | Added |
| Caldwell Sutter Capital, Inc. | 956 | $58.8K | 0.03% | 00.0% | Unchanged |
| Rogco, LP | 962 | $59.2K | 0.02% | 00.0% | Unchanged |
| PSI Advisors, LLC | 999 | $61.5K | 0.02% | 00.0% | Unchanged |
| HM Payson & Co | 1,000 | $61.5K | 0.00% | −5−0.5% | Reduced |
| First Financial Corp | 1,000 | $61.5K | 0.03% | 00.0% | Unchanged |
| Montag A & Associates Inc | 1,000 | $61.5K | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 1,000 | $61.5K | 0.01% | 00.0% | Unchanged |
| Ruedi Wealth Management, Inc. | 1,000 | $61.5K | 0.02% | 00.0% | Unchanged |
| Richards, Merrill & Peterson, Inc. | 1,000 | $61.5K | 0.03% | +1,000 | New |
| Glass Jacobson Investment Advisors llc | 1,010 | $62.2K | 0.02% | 00.0% | Unchanged |
| Mowery & Schoenfeld Wealth Management, LLC | 1,014 | $62.4K | 0.12% | +38+3.9% | Added |
| Continuum Advisory, LLC | 1,069 | $65.8K | 0.01% | 00.0% | Unchanged |
| Spire Wealth Management | 1,073 | $66.0K | 0.00% | +101+10.4% | Added |
| Simplex Trading, LLC | 1,123 | $69.0K | 0.00% | −2,947−72.4% | Reduced |
| MAI Capital Management | 1,158 | $71.3K | 0.00% | +1,158 | New |
| Westside Investment Management, Inc. | 1,174 | $72.3K | 0.02% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 1,190 | $73.2K | 0.01% | +1,190 | New |
| Amica Retiree Medical Trust | 1,208 | $74.0K | 0.07% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 1,212 | $74.7K | 0.00% | −9−0.7% | Reduced |
| Peoples Bank | 1,255 | $77.2K | 0.05% | −200−13.7% | Reduced |
| Hilltop National Bank | 1,267 | $78.0K | 0.02% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 1,269 | $78.1K | 0.01% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 1,427 | $87.9K | 0.02% | +359+33.6% | Added |
| Harbour Investments, Inc. | 1,469 | $90.4K | 0.00% | −87−5.6% | Reduced |
| Kestra Investment Management, LLC | 1,495 | $92.0K | 0.00% | +1,495 | New |
| Creative Capital Management Investments LLC | 1,501 | $92.4K | 0.04% | 00.0% | Unchanged |
| Advantage Trust Co | 1,597 | $98.3K | 0.06% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 1,604 | $98.7K | 0.00% | −544−25.3% | Reduced |
| Ostrum Asset Management | 1,609 | $99.0K | 0.01% | −68−4.1% | Reduced |
| GPS Wealth Strategies Group, LLC | 1,716 | $105.6K | 0.01% | −5−0.3% | Reduced |
| Tradewinds Capital Management, LLC | 1,800 | $110.8K | 0.03% | 00.0% | Unchanged |
| Trust Co of Vermont | 1,870 | $115.1K | 0.01% | +285+18.0% | Added |
| Huntington National Bank | 1,891 | $116.4K | 0.00% | −71−3.6% | Reduced |
| Quadrant Capital Group LLC | 1,965 | $120.9K | 0.01% | +92+4.9% | Added |
| Point72 Asia (Singapore) Pte. Ltd. | 1,994 | $122.8K | 0.03% | +1,994 | New |