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 |
|---|---|---|---|---|---|
| Garrett Investment Advisors LLC | 5,145 | $316.7K | 0.03% | 00.0% | Unchanged |
| Panagora Asset Management Inc | 5,192 | $319.6K | 0.00% | −49,198−90.5% | Reduced |
| Vista Investment Partners LLC | 5,358 | $329.8K | 0.10% | 00.0% | Unchanged |
| Intrust Bank NA | 5,367 | $330.3K | 0.03% | −37−0.7% | Reduced |
| Impact Partnership Wealth, LLC | 5,376 | $330.9K | 0.07% | +5,376 | New |
| Tocqueville Asset Management L.P. | 5,400 | $332.4K | 0.01% | 00.0% | Unchanged |
| Equitable Holdings, Inc. | 5,470 | $336.7K | 0.00% | −782−12.5% | Reduced |
| Trust Co of Kansas | 5,486 | $338.0K | 0.16% | −2,000−26.7% | Reduced |
| Garner Asset Management Corp | 5,487 | $338.0K | 0.16% | −344−5.9% | Reduced |
| NorthCrest Asset Manangement, LLC | 5,498 | $338.4K | 0.01% | +81+1.5% | Added |
| Schulhoff & Co Inc | 5,500 | $338.5K | 0.15% | 00.0% | Unchanged |
| Vaughan David Investments LLC | 5,532 | $340.0K | 0.01% | −231−4.0% | Reduced |
| 111 Capital | 5,538 | $340.9K | 0.07% | +5,538 | New |
| Naples Global Advisors, LLC | 5,613 | $345.5K | 0.03% | −175−3.0% | Reduced |
| T. Rowe Price Investment Management, Inc. | 5,609 | $346.0K | 0.00% | +65+1.2% | Added |
| MML Investors Services, LLC | 5,755 | $354.0K | 0.00% | +587+11.4% | Added |
| DGS Capital Management, LLC | 5,794 | $356.6K | 0.09% | +1,307+29.1% | Added |
| Pensionmark Financial Group, LLC | 5,849 | $360.0K | 0.01% | +134+2.3% | Added |
| BKD Wealth Advisors, LLC | 5,877 | $361.8K | 0.01% | 00.0% | Unchanged |
| Keybank National Association | 5,900 | $363.1K | 0.00% | +5,900 | New |
| Tokio Marine Asset Management Co Ltd | 5,917 | $364.2K | 0.01% | 00.0% | Unchanged |
| Uncommon Cents Investing LLC | 5,940 | $365.6K | 0.11% | −35−0.6% | Reduced |
| KCM Investment Advisors LLC | 5,946 | $366.0K | 0.01% | +210+3.7% | Added |
| Kovitz Investment Group Partners, LLC | 5,977 | $368.0K | 0.00% | +5,977 | New |
| Waterfront Wealth Inc. | 6,041 | $371.8K | 0.09% | 00.0% | Unchanged |
| AE Wealth Management LLC | 6,064 | $373.3K | 0.00% | +672+12.5% | Added |
| Resources Investment Advisors, LLC. | 6,148 | $378.4K | 0.00% | −19−0.3% | Reduced |
| Squarepoint Ops LLC | 6,178 | $380.3K | 0.00% | −31,053−83.4% | Reduced |
| Financial Advisory Service, Inc. | 6,224 | $383.1K | 0.03% | +44+0.7% | Added |
| Sage Mountain Advisors LLC | 6,251 | $384.7K | 0.03% | +6,251 | New |
| Groupe la Francaise | 6,338 | $388.5K | 0.01% | +6,338 | New |
| Sound View Wealth Advisors Group, LLC | 6,372 | $392.2K | 0.03% | 00.0% | Unchanged |
| Signaturefd, LLC | 6,421 | $395.2K | 0.01% | −126−1.9% | Reduced |
| IFG Advisory, LLC | 6,497 | $399.9K | 0.02% | +6,497 | New |
| Proequities, Inc. | 6,424 | $403.9K | 0.02% | −485−7.0% | Reduced |
| We Are One Seven, LLC | 6,568 | $404.3K | 0.02% | +74+1.1% | Added |
| Kornitzer Capital Management Inc | 6,579 | $404.9K | 0.01% | 00.0% | Unchanged |
| Coldstream Capital Management Inc | 6,631 | $408.1K | 0.01% | −818−11.0% | Reduced |
| Ci Investments Inc. | 6,640 | $409.0K | 0.00% | −12,108−64.6% | Reduced |
| Hilltop Holdings Inc. | 6,701 | $412.4K | 0.03% | +861+14.7% | Added |
| Modern Wealth Management, LLC | 6,714 | $413.3K | 0.02% | +2,042+43.7% | Added |
| Evoke Wealth, LLC | 6,772 | $416.8K | 0.01% | +78+1.2% | Added |
| CoreFirst Bank & Trust | 6,823 | $420.0K | 0.25% | −737−9.7% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 6,873 | $423.0K | 0.00% | +973+16.5% | Added |
| Summit Trail Advisors, LLC | 6,915 | $425.6K | 0.02% | +2,195+46.5% | Added |
| Vident Advisory, LLC | 6,971 | $429.2K | 0.01% | +2,637+60.8% | Added |
| Ti-Trust, Inc | 7,047 | $433.7K | 0.29% | 00.0% | Unchanged |
| Wiley Bros.-Aintree Capital, LLC | 7,087 | $434.9K | 0.01% | +3,120+78.6% | Added |
| Atomi Financial Group, Inc. | 7,089 | $436.3K | 0.02% | +844+13.5% | Added |
| Potomac Fund Management Inc | 7,208 | $443.7K | 0.03% | +7,208 | New |
| Northwestern Mutual Investment Management Company, LLC | 7,302 | $449.4K | 0.01% | +13+0.2% | Added |
| Wealthcare Advisory Partners LLC | 7,322 | $450.6K | 0.01% | +182+2.5% | Added |
| EntryPoint Capital, LLC | 7,419 | $456.6K | 0.19% | +7,419 | New |
| Novak & Powell Financial Services, Inc. | 7,424 | $456.9K | 0.27% | +78+1.1% | Added |
| Jeppson Wealth Management, LLC | 7,574 | $466.2K | 0.17% | −200−2.6% | Reduced |
| Evergreen Capital Management LLC | 7,637 | $470.1K | 0.02% | +77+1.0% | Added |
| Metis Global Partners, LLC | 7,646 | $470.6K | 0.01% | +290+3.9% | Added |
| Empirical Finance, LLC | 7,665 | $471.8K | 0.03% | −86−1.1% | Reduced |
| Park Avenue Securities LLC | 7,810 | $481.0K | 0.00% | +1,208+18.3% | Added |
| Cresset Asset Management, LLC | 7,843 | $482.7K | 0.00% | −18,117−69.8% | Reduced |
| Turning Point Benefit Group, Inc. | 7,985 | $484.4K | 0.46% | +7,985 | New |
| Allstate Corp | 7,902 | $486.4K | 0.01% | +7,902 | New |
| Sunbelt Securities, Inc. | 7,908 | $486.5K | 0.04% | +130+1.7% | Added |
| Mattern Wealth Management LLC | 7,910 | $486.9K | 0.11% | −1,161−12.8% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 7,926 | $487.8K | 0.02% | +490+6.6% | Added |
| HB Wealth Management, LLC | 7,944 | $489.0K | 0.01% | +506+6.8% | Added |
| United Capital Financial Advisers, LLC | 7,976 | $490.9K | 0.00% | +249+3.2% | Added |
| Chicago Partners Investment Group LLC | 8,071 | $491.6K | 0.02% | +343+4.4% | Added |
| Blackhawk Capital Partners LLC. | 7,993 | $492.0K | 0.25% | +2,201+38.0% | Added |
| Nicolet Bankshares Inc | 8,000 | $492.4K | 0.12% | 00.0% | Unchanged |
| Transcend Wealth Collective, LLC | 8,015 | $493.3K | 0.04% | 00.0% | Unchanged |
| Atria Investments LLC | 8,016 | $493.4K | 0.01% | +4,030+101.1% | Added |
| Atria Wealth Solutions, Inc. | 8,029 | $494.2K | 0.01% | −264−3.2% | Reduced |
| Trust Co | 8,037 | $494.7K | 0.06% | +2,020+33.6% | Added |
| Spirit of America Management Corp | 8,100 | $498.6K | 0.10% | +3,150+63.6% | Added |
| Allworth Financial LP | 7,975 | $501.4K | 0.00% | +3,654+84.6% | Added |
| AlphaStar Capital Management, LLC | 8,255 | $508.1K | 0.05% | +1,971+31.4% | Added |
| Norinchukin Bank, The | 8,439 | $519.4K | 0.01% | −48−0.6% | Reduced |
| Apexium Financial, LP | 8,657 | $532.8K | 0.03% | +8,657 | New |
| Synovus Financial Corp | 8,812 | $542.4K | 0.01% | −8,608−49.4% | Reduced |
| FineMark National Bank & Trust | 8,842 | $544.2K | 0.02% | −26−0.3% | Reduced |
| Dark Forest Capital Management LP | 8,893 | $547.4K | 0.08% | −16,450−64.9% | Reduced |
| Fairview Capital Investment Management, LLC | 9,000 | $554.0K | 0.03% | 00.0% | Unchanged |
| Midwest Financial Group LLC | 9,109 | $560.7K | 0.32% | −186−2.0% | Reduced |
| Parallel Advisors, LLC | 9,111 | $560.8K | 0.01% | +1,385+17.9% | Added |
| Concurrent Investment Advisors, LLC | 9,135 | $562.3K | 0.02% | +315+3.6% | Added |
| RSM US Wealth Management LLC | 9,163 | $563.8K | 0.01% | −84−0.9% | Reduced |
| Huber Capital Management LLC | 9,167 | $564.2K | 0.11% | −4,491−32.9% | Reduced |
| TownSquare Capital, LLC | 9,214 | $567.2K | 0.01% | +9,214 | New |
| Larson Financial Group LLC | 9,271 | $570.6K | 0.03% | +1,304+16.4% | Added |
| Stephenson National Bank & Trust | 9,308 | $572.9K | 0.19% | +683+7.9% | Added |
| Altfest L J & Co Inc | 9,394 | $578.2K | 0.07% | −2,374−20.2% | Reduced |
| Advisory Services Network, LLC | 9,405 | $578.9K | 0.01% | +5,603+147.4% | Added |
| Virtus Investment Advisers, Inc. | 9,405 | $578.9K | 0.45% | +9,405 | New |
| Prime Capital Investment Advisors, LLC | 9,507 | $585.2K | 0.01% | −631−6.2% | Reduced |
| Johnson Investment Counsel Inc | 9,542 | $587.3K | 0.01% | +863+9.9% | Added |
| Smith, Moore & Co. | 9,552 | $587.9K | 0.05% | −151−1.6% | Reduced |
| Crossmark Global Holdings, Inc. | 9,757 | $601.0K | 0.01% | −20−0.2% | Reduced |
| AGH Wealth Advisors, LLC | 9,900 | $609.3K | 0.56% | +9,900 | New |
| IFP Advisors, Inc | 9,911 | $610.0K | 0.02% | +521+5.5% | Added |