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 |
|---|---|---|---|---|---|
| HHM Wealth Advisors, LLC | 2,074 | $127.7K | 0.02% | 00.0% | Unchanged |
| Northwest & Ethical Investments L.P. | 2,200 | $135.2K | 0.00% | −1,100−33.3% | Reduced |
| Y.D. More Investments Ltd | 2,274 | $140.0K | 0.01% | +19+0.8% | Added |
| Tucker Asset Management LLC | 2,294 | $141.2K | 0.02% | −517−18.4% | Reduced |
| Smartleaf Asset Management LLC | 2,313 | $142.3K | 0.01% | +1,020+78.9% | Added |
| Ameritas Investment Partners, Inc. | 2,329 | $143.3K | 0.00% | 00.0% | Unchanged |
| Danske Bank A/S | 2,500 | $153.9K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 2,678 | $164.8K | 0.01% | +1,115+71.3% | Added |
| Global Retirement Partners, LLC | 2,688 | $165.4K | 0.00% | +655+32.2% | Added |
| Farther Finance Advisors, LLC | 2,705 | $166.5K | 0.01% | +468+20.9% | Added |
| Riggs Asset Managment Co. Inc. | 2,800 | $172.3K | 0.05% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 2,803 | $172.5K | 0.01% | −752−21.2% | Reduced |
| Quest Partners LLC | 2,805 | $172.6K | 0.02% | +2,805 | New |
| Bessemer Group Inc | 2,968 | $183.0K | 0.00% | −88−2.9% | Reduced |
| Canada Post Corp Registered Pension Plan | 3,105 | $191.1K | 0.01% | +3,105 | New |
| State of Wyoming | 3,115 | $191.7K | 0.02% | +3,115 | New |
| Bayforest Capital Ltd | 3,171 | $195.2K | 0.24% | +3,171 | New |
| Horizon Investments, LLC | 3,195 | $196.7K | 0.01% | +39+1.2% | Added |
| Venturi Wealth Management, LLC | 3,228 | $198.7K | 0.01% | +1,842+132.9% | Added |
| Mather Group, LLC. | 3,231 | $198.9K | 0.00% | +173+5.7% | Added |
| Sequoia Financial Advisors, LLC | 3,260 | $200.6K | 0.00% | +3,260 | New |
| Bedel Financial Consulting, Inc. | 3,121 | $202.8K | 0.03% | +3,121 | New |
| Country Club Bank | 3,297 | $202.8K | 0.01% | +3,297 | New |
| Trust Investment Advisors | 3,306 | $203.5K | 0.13% | +3,306 | New |
| Hager Investment Management Services, LLC | 3,320 | $204.3K | 0.13% | +3,320 | New |
| SRS Capital Advisors, Inc. | 3,327 | $204.8K | 0.01% | +24+0.7% | Added |
| Phoenix Wealth Advisors | 3,336 | $205.3K | 0.09% | −165−4.7% | Reduced |
| MUFG Securities Americas Inc. | 3,395 | $209.0K | 0.03% | +3,395 | New |
| Gries Financial LLC | 3,419 | $210.4K | 0.04% | +45+1.3% | Added |
| Wedmont Private Capital | 3,516 | $210.6K | 0.01% | +3,516 | New |
| Cornerstone Wealth Management, LLC | 3,451 | $212.4K | 0.01% | −965−21.9% | Reduced |
| Ameritas Advisory Services, LLC | 3,463 | $213.1K | 0.01% | −89−2.5% | Reduced |
| Kingsview Wealth Management, LLC | 3,470 | $213.6K | 0.00% | +3,470 | New |
| PAX Financial Group, LLC | 3,485 | $214.5K | 0.04% | +20+0.6% | Added |
| Greenleaf Trust | 3,499 | $215.4K | 0.00% | +52+1.5% | Added |
| Aviva PLC | 3,534 | $217.5K | 0.00% | 00.0% | Unchanged |
| Diametric Capital, LP | 3,543 | $218.1K | 0.15% | +3,543 | New |
| OneAscent Financial Services LLC | 3,557 | $219.0K | 0.02% | +3,557 | New |
| EP Wealth Advisors, LLC | 3,566 | $219.5K | 0.00% | +315+9.7% | Added |
| Massmutual Trust Co FSB | 3,586 | $220.7K | 0.01% | −1,421−28.4% | Reduced |
| Schonfeld Strategic Advisors LLC | 3,601 | $221.6K | 0.00% | −7,568−67.8% | Reduced |
| Kavar Capital Partners Group, LLC | 3,603 | $221.8K | 0.04% | 00.0% | Unchanged |
| Morningstar Investment Management LLC | 3,612 | $222.0K | 0.02% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 3,655 | $224.0K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 3,692 | $227.2K | 0.02% | +163+4.6% | Added |
| Sym Financial Corp | 3,696 | $227.5K | 0.03% | +3,696 | New |
| Everence Capital Management Inc | 3,720 | $229.0K | 0.01% | +3,720 | New |
| Callan Capital, LLC | 3,733 | $229.8K | 0.02% | +3,733 | New |
| Texas Yale Capital Corp. | 3,743 | $230.4K | 0.01% | 00.0% | Unchanged |
| First National Advisers, LLC | 3,761 | $231.5K | 0.04% | 00.0% | Unchanged |
| United Asset Strategies, Inc. | 3,768 | $231.9K | 0.02% | 00.0% | Unchanged |
| Vinva Investment Management Ltd | 3,782 | $232.7K | 0.01% | −2,854−43.0% | Reduced |
| D.A. Davidson & Co. | 3,798 | $233.8K | 0.00% | +3+0.1% | Added |
| Federation des caisses Desjardins du Quebec | 3,801 | $234.0K | 0.00% | +886+30.4% | Added |
| Blueshift Asset Management, LLC | 3,822 | $235.2K | 0.09% | −947−19.9% | Reduced |
| Legacy Financial Strategies, LLC | 3,831 | $236.1K | 0.05% | +3,831 | New |
| Tradewinds, LLC. | 3,598 | $236.5K | 0.07% | +3,598 | New |
| Bleakley Financial Group, LLC | 3,842 | $236.5K | 0.01% | +510+15.3% | Added |
| Marcum Wealth, LLC | 3,853 | $237.2K | 0.02% | +20+0.5% | Added |
| Steward Partners Investment Advisory, LLC | 3,873 | $238.4K | 0.00% | +190+5.2% | Added |
| Empowered Funds, LLC | 3,890 | $239.4K | 0.00% | +238+6.5% | Added |
| Wolverine Trading, LLC | 3,923 | $241.3K | 0.01% | +3,923 | New |
| Golden State Equity Partners | 3,950 | $243.1K | 0.05% | 00.0% | Unchanged |
| Eastern Bank | 3,963 | $243.9K | 0.00% | 00.0% | Unchanged |
| Alpha Family Trust | 3,970 | $244.4K | 0.14% | 00.0% | Unchanged |
| Stelac Advisory Services LLC | 4,000 | $246.2K | 0.10% | 00.0% | Unchanged |
| Bank & Trust Co | 4,040 | $248.7K | 0.21% | −366−8.3% | Reduced |
| Kimelman & Baird, LLC | 4,054 | $249.5K | 0.02% | 00.0% | Unchanged |
| Black Diamond Financial, LLC | 4,065 | $250.2K | 0.04% | −664−14.0% | Reduced |
| Kestra Private Wealth Services, LLC | 4,166 | $256.4K | 0.00% | +4,166 | New |
| Brighton Jones LLC | 4,170 | $256.6K | 0.01% | +4,170 | New |
| Sound Stewardship, LLC | 4,232 | $260.5K | 0.15% | 00.0% | Unchanged |
| Horizon Investment Services, LLC | 4,239 | $260.9K | 0.11% | −5−0.1% | Reduced |
| Valeo Financial Advisors, LLC | 4,288 | $264.0K | 0.01% | +20.0% | Added |
| PFG Investments, LLC | 4,297 | $264.5K | 0.02% | +719+20.1% | Added |
| Artisan Partners Limited Partnership | 4,308 | $265.2K | 0.00% | 00.0% | Unchanged |
| Triad Wealth Partners, LLC | 4,332 | $266.6K | 0.10% | +4,332 | New |
| Jump Financial, LLC | 4,354 | $268.0K | 0.01% | −483−10.0% | Reduced |
| Probity Advisors, Inc. | 4,359 | $268.3K | 0.05% | +67+1.6% | Added |
| Merit Financial Group, LLC | 4,375 | $269.3K | 0.00% | +4,375 | New |
| Walker Asset Management, LLC | 4,398 | $270.7K | 0.17% | +37+0.8% | Added |
| Martingale Asset Management L P | 4,400 | $270.8K | 0.01% | 00.0% | Unchanged |
| V-Square Quantitative Management LLC | 4,438 | $273.2K | 0.04% | −336−7.0% | Reduced |
| Buckingham Strategic Partners | 4,478 | $275.7K | 0.00% | −2,947−39.7% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 4,524 | $278.5K | 0.00% | 00.0% | Unchanged |
| Lifeworks Advisors, LLC | 4,556 | $280.4K | 0.05% | −73−1.6% | Reduced |
| MidWestOne Financial Group, Inc. | 4,560 | $280.7K | 0.04% | −51−1.1% | Reduced |
| Integris Wealth Management, LLC | 4,570 | $281.3K | 0.08% | 00.0% | Unchanged |
| Kentucky Trust Co | 4,609 | $283.7K | 0.17% | +4,609 | New |
| Capstone Investment Advisors, LLC | 4,651 | $286.3K | 0.00% | +3,444+285.3% | Added |
| NorthRock Partners, LLC | 4,655 | $286.5K | 0.01% | +144+3.2% | Added |
| Apollon Financial, LLC | 4,672 | $287.5K | 0.07% | +4,672 | New |
| Virtu Financial LLC | 4,680 | $288.0K | 0.02% | −6,481−58.1% | Reduced |
| Qsemble Capital Management, LP | 4,706 | $289.7K | 0.04% | −29,996−86.4% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 4,734 | $291.4K | 0.00% | −2,437−34.0% | Reduced |
| MainStreet Investment Advisors LLC | 4,877 | $300.2K | 0.04% | +221+4.7% | Added |
| Central Trust Co | 4,891 | $301.0K | 0.01% | 00.0% | Unchanged |
| D.B. Root & Company, LLC | 4,950 | $304.7K | 0.10% | −297−5.7% | Reduced |
| Polymer Capital Management (HK) LTD | 5,064 | $311.7K | 0.05% | +5,064 | New |
| GoalVest Advisory LLC | 5,093 | $313.5K | 0.09% | 00.0% | Unchanged |