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 |
|---|---|---|---|---|---|
| Moors & Cabot, Inc. | 9,956 | $612.8K | 0.03% | −350−3.4% | Reduced |
| Janney Montgomery Scott LLC | 10,023 | $617.0K | 0.00% | +550+5.8% | Added |
| Pallas Capital Advisors LLC | 10,147 | $624.5K | 0.03% | +496+5.1% | Added |
| Shell Asset Management Co | 10,208 | $628.0K | 0.03% | −5,159−33.6% | Reduced |
| Amica Mutual Insurance Co | 10,201 | $628.0K | 0.06% | 00.0% | Unchanged |
| Verity Asset Management, Inc. | 10,521 | $643.0K | 0.36% | +1,122+11.9% | Added |
| Blair William & Co | 10,449 | $643.1K | 0.00% | −162−1.5% | Reduced |
| Independent Advisor Alliance | 10,509 | $646.9K | 0.01% | −13,978−57.1% | Reduced |
| Sherbrooke Park Advisers LLC | 10,582 | $651.3K | 0.21% | −233−2.2% | Reduced |
| Integrated Wealth Concepts LLC | 10,586 | $651.5K | 0.01% | +4,392+70.9% | Added |
| Iams Wealth Management, LLC | 10,590 | $651.9K | 0.30% | −56−0.5% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 10,692 | $658.1K | 0.03% | +2,004+23.1% | Added |
| Two Sigma Securities, LLC | 10,712 | $659.3K | 0.12% | +10,712 | New |
| New Mexico Educational Retirement Board | 10,950 | $674.0K | 0.02% | −300−2.7% | Reduced |
| Davis Capital Management | 11,048 | $680.0K | 0.55% | +11,048 | New |
| Walleye Capital LLC | 11,088 | $682.5K | 0.01% | −25,760−69.9% | Reduced |
| Sienna Gestion | 11,104 | $683.4K | 0.05% | 00.0% | Unchanged |
| HighPoint Advisor Group LLC | 10,381 | $687.4K | 0.04% | +1,846+21.6% | Added |
| NEOS Investment Management LLC | 11,183 | $688.3K | 0.02% | +2,483+28.5% | Added |
| Intrua Financial, LLC | 11,314 | $696.4K | 0.11% | +104+0.9% | Added |
| Gibson Wealth Advisors LLC | 11,400 | $701.7K | 0.58% | 00.0% | Unchanged |
| Aviso Financial Inc. | 11,423 | $703.1K | 0.04% | −67−0.6% | Reduced |
| Moody National Bank Trust Division | 11,466 | $705.7K | 0.07% | −395−3.3% | Reduced |
| Miller Howard Investments Inc | 11,741 | $722.7K | 0.02% | +162+1.4% | Added |
| GAMMA Investing LLC | 11,794 | $725.9K | 0.06% | +1,481+14.4% | Added |
| Maryland State Retirement & Pension System | 11,889 | $731.8K | 0.02% | −832−6.5% | Reduced |
| WCG Wealth Advisors LLC | 12,071 | $743.0K | 0.05% | −42,625−77.9% | Reduced |
| CAPROCK Group, Inc. | 12,106 | $745.1K | 0.02% | +1,126+10.3% | Added |
| Sierra Summit Advisors LLC | 12,254 | $754.2K | 0.15% | +3,038+33.0% | Added |
| Securian Asset Management, Inc | 12,291 | $756.5K | 0.02% | −364−2.9% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 12,395 | $762.9K | 0.00% | +25+0.2% | Added |
| Louisiana State Employees Retirement System | 12,400 | $763.2K | 0.01% | −500−3.9% | Reduced |
| Profund Advisors LLC | 12,419 | $764.4K | 0.03% | −1,452−10.5% | Reduced |
| Meeder Advisory Services, Inc. | 12,498 | $769.3K | 0.05% | +1,469+13.3% | Added |
| Freestone Grove Partners LP | 12,623 | $776.9K | 0.01% | +12,623 | New |
| KBC Group NV | 12,769 | $786.0K | 0.00% | −8,670−40.4% | Reduced |
| Change Path, LLC | 12,848 | $790.8K | 0.02% | +923+7.7% | Added |
| Colony Group, LLC | 13,031 | $802.1K | 0.00% | +7,163+122.1% | Added |
| Coppell Advisory Solutions LLC | 13,135 | $808.1K | 0.11% | −20−0.2% | Reduced |
| Albion Financial Group | 13,183 | $811.4K | 0.06% | 00.0% | Unchanged |
| Lion Street Advisors, LLC | 13,490 | $830.3K | 0.26% | +1,399+11.6% | Added |
| SeaCrest Wealth Management, LLC | 13,575 | $835.5K | 0.09% | −1,050−7.2% | Reduced |
| ISAM Funds (UK) Ltd | 13,643 | $839.7K | 0.62% | +13,643 | New |
| Sterling Capital Management LLC | 13,703 | $843.4K | 0.01% | +4,746+53.0% | Added |
| Woodline Partners LP | 13,811 | $850.1K | 0.01% | +13,811 | New |
| Exchange Traded Concepts, LLC | 14,045 | $864.5K | 0.02% | −15,364−52.2% | Reduced |
| Hartford Investment Management Co | 14,180 | $872.8K | 0.03% | −68−0.5% | Reduced |
| GWM Advisors LLC | 14,569 | $896.7K | 0.01% | +2,715+22.9% | Added |
| XTX Topco Ltd | 15,151 | $932.5K | 0.08% | +15,151 | New |
| Vestcor Inc | 15,161 | $933.0K | 0.03% | −6,321−29.4% | Reduced |
| Prudential PLC | 15,310 | $942.3K | 0.00% | 00.0% | Unchanged |
| Steel Peak Wealth Management LLC | 15,580 | $958.9K | 0.04% | +15,580 | New |
| Scientech Research LLC | 15,638 | $962.5K | 0.27% | +1,934+14.1% | Added |
| Ethic Inc. | 15,729 | $968.1K | 0.02% | +3,691+30.7% | Added |
| Toroso Investments, LLC | 15,764 | $970.3K | 0.01% | +15,764 | New |
| Kentucky Retirement Systems | 15,802 | $972.6K | 0.03% | −218−1.4% | Reduced |
| Rockland Trust Co | 15,985 | $983.9K | 0.05% | −825−4.9% | Reduced |
| Financial Partners Group, Inc | 16,294 | $1.00M | 0.15% | −1,592−8.9% | Reduced |
| Bryn Mawr Trust Co | 16,349 | $1.01M | 0.02% | −255−1.5% | Reduced |
| LaFleur & Godfrey LLC | 16,492 | $1.02M | 0.14% | +1,700+11.5% | Added |
| J.W. Cole Advisors, Inc. | 16,541 | $1.02M | 0.04% | +735+4.7% | Added |
| O'Shaughnessy Asset Management, LLC | 16,620 | $1.02M | 0.01% | +6,248+60.2% | Added |
| Tower Research Capital LLC (TRC) | 16,733 | $1.03M | 0.02% | −4,876−22.6% | Reduced |
| Teachers Retirement System of the State of Kentucky | 17,008 | $1.05M | 0.01% | −155−0.9% | Reduced |
| Private Advisor Group, LLC | 17,026 | $1.05M | 0.01% | +3,025+21.6% | Added |
| Gulf International Bank (UK) Ltd | 18,107 | $1.11M | 0.03% | 00.0% | Unchanged |
| DekaBank Deutsche Girozentrale | 18,563 | $1.13M | 0.00% | 00.0% | Unchanged |
| Brookmont Capital Management | 18,395 | $1.13M | 0.61% | −30.0% | Reduced |
| Landscape Capital Management, L.L.C. | 18,742 | $1.15M | 0.12% | +18,742 | New |
| Fifth Third Bancorp | 18,831 | $1.16M | 0.00% | −300−1.6% | Reduced |
| Dynamic Advisor Solutions LLC | 19,455 | $1.20M | 0.05% | −4,040−17.2% | Reduced |
| Kestra Advisory Services, LLC | 19,517 | $1.20M | 0.01% | −408−2.0% | Reduced |
| Wealthspire Advisors, LLC | 19,603 | $1.21M | 0.01% | +138+0.7% | Added |
| Nomura Holdings Inc | 19,679 | $1.21M | 0.01% | +19,679 | New |
| Oregon Public Employees Retirement Fund | 19,725 | $1.21M | 0.02% | −70−0.4% | Reduced |
| Truist Financial Corp | 19,740 | $1.21M | 0.00% | +634+3.3% | Added |
| Adamsbrown Wealth Consultants LLC | 20,065 | $1.23M | 0.42% | +362+1.8% | Added |
| Pathstone Holdings, LLC | 20,340 | $1.25M | 0.01% | +546+2.8% | Added |
| Assetmark, Inc | 20,475 | $1.26M | 0.00% | +634+3.2% | Added |
| Public Employees Retirement Association of Colorado | 20,530 | $1.26M | 0.01% | −1,957−8.7% | Reduced |
| Johnson Financial Group, Inc. | 19,716 | $1.27M | 0.06% | +19,716 | New |
| Schnieders Capital Management LLC | 20,673 | $1.27M | 0.25% | 00.0% | Unchanged |
| Janus Henderson Group PLC | 20,958 | $1.29M | 0.00% | +527+2.6% | Added |
| Mizuho Securities USA LLC | 21,797 | $1.34M | 0.02% | +6,885+46.2% | Added |
| F/M Investments LLC | 22,700 | $1.40M | 0.05% | +22,700 | New |
| CWA Asset Management Group, LLC | 23,002 | $1.42M | 0.07% | −541−2.3% | Reduced |
| Lido Advisors, LLC | 23,362 | $1.44M | 0.01% | +99+0.4% | Added |
| Mirae Asset Global Investments Co., Ltd. | 23,366 | $1.44M | 0.01% | +6,331+37.2% | Added |
| Bokf, NA | 24,616 | $1.47M | 0.02% | +1,267+5.4% | Added |
| Pensionfund Sabic | 24,000 | $1.48M | 0.39% | +5,000+26.3% | Added |
| Hartree Partners, LP | 24,000 | $1.48M | 0.55% | +24,000 | New |
| Capital Fund Management S.A. | 24,147 | $1.49M | 0.01% | +24,147 | New |
| Atom Investors LP | 24,169 | $1.49M | 0.18% | +24,169 | New |
| CWM Advisors, LLC | 24,295 | $1.50M | 0.17% | −549−2.2% | Reduced |
| Retirement Planning Group | 24,372 | $1.50M | 0.08% | +210+0.9% | Added |
| 1832 Asset Management L.P. | 25,376 | $1.56M | 0.00% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 25,653 | $1.58M | 0.03% | +2,471+10.7% | Added |
| Rafferty Asset Management, LLC | 25,812 | $1.59M | 0.01% | −686−2.6% | Reduced |
| Sanctuary Advisors, LLC | 25,266 | $1.62M | 0.01% | +1,324+5.5% | Added |
| Ieq Capital, LLC | 26,783 | $1.65M | 0.02% | +8,159+43.8% | Added |