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 |
|---|---|---|---|---|---|
| Glenmede Trust Co NA | 27,137 | $1.67M | 0.01% | +1,439+5.6% | Added |
| Swiss Life Asset Management Ltd | 27,187 | $1.67M | 0.01% | −39,479−59.2% | Reduced |
| Aware Super Pty Ltd as trustee of Aware Super | 27,163 | $1.67M | 0.03% | +27,163 | New |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 28,080 | $1.73M | 0.00% | +28,080 | New |
| Nissay Asset Management Corp | 28,462 | $1.76M | 0.01% | +100+0.4% | Added |
| Brookstone Capital Management | 28,795 | $1.77M | 0.03% | +2,948+11.4% | Added |
| Green Square Capital Advisors LLC | 29,203 | $1.80M | 0.25% | −1,074−3.5% | Reduced |
| Umb Bank N A | 29,350 | $1.81M | 0.03% | −3,820−11.5% | Reduced |
| Prelude Capital Management, LLC | 29,588 | $1.82M | 0.15% | +29,588 | New |
| WealthTrust Axiom LLC | 30,539 | $1.88M | 0.56% | +829+2.8% | Added |
| New York Life Investment Management LLC | 30,648 | $1.89M | 0.02% | +226+0.7% | Added |
| Community Bank of Raymore | 30,914 | $1.90M | 1.50% | +1,157+3.9% | Added |
| Xponance, Inc. | 31,060 | $1.91M | 0.02% | −277−0.9% | Reduced |
| Inspire Advisors, LLC | 31,429 | $1.93M | 0.24% | +2,495+8.6% | Added |
| Redwood Investment Management, LLC | 31,463 | $1.94M | 0.19% | −1,792−5.4% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 32,124 | $1.98M | 0.02% | +32,124 | New |
| Clearbridge Investments, LLC | 32,307 | $1.99M | 0.00% | +5,681+21.3% | Added |
| Teacher Retirement System of Texas | 32,615 | $2.01M | 0.01% | +32,615 | New |
| Trilogy Capital Inc. | 32,988 | $2.03M | 0.10% | +32,988 | New |
| Wealth Enhancement Advisory Services, LLC | 33,249 | $2.05M | 0.00% | +8,385+33.7% | Added |
| Prospera Financial Services Inc | 33,372 | $2.05M | 0.05% | +1,218+3.8% | Added |
| Farmers & Merchants Investments Inc | 33,401 | $2.06M | 0.06% | +19,172+134.7% | Added |
| Bridgefront Capital, LLC | 33,492 | $2.06M | 0.70% | +33,492 | New |
| Daiwa Securities Group Inc. | 33,560 | $2.06M | 0.01% | +1,926+6.1% | Added |
| Conning Inc. | 34,049 | $2.10M | 0.07% | −243−0.7% | Reduced |
| UniSuper Management Pty Ltd | 34,275 | $2.11M | 0.02% | +5,092+17.4% | Added |
| Standard Life Aberdeen plc | 34,490 | $2.11M | 0.00% | −15,331−30.8% | Reduced |
| Stolper Co | 34,461 | $2.12M | 0.71% | +446+1.3% | Added |
| ProShare Advisors LLC | 34,844 | $2.14M | 0.00% | +4,294+14.1% | Added |
| Commerce Bank | 35,741 | $2.20M | 0.01% | +139+0.4% | Added |
| First PREMIER Bank | 36,007 | $2.22M | 0.56% | 00.0% | Unchanged |
| CIBC World Markets Corp | 36,272 | $2.23M | 0.01% | +5,019+16.1% | Added |
| Utah Retirement Systems | 36,827 | $2.27M | 0.02% | 00.0% | Unchanged |
| Schroder Investment Management Group | 36,857 | $2.27M | 0.00% | +1,795+5.1% | Added |
| Northwestern Mutual Wealth Management Co | 37,152 | $2.29M | 0.00% | +4,206+12.8% | Added |
| US Bancorp | 37,923 | $2.33M | 0.00% | +405+1.1% | Added |
| Intech Investment Management LLC | 38,107 | $2.35M | 0.02% | −70,519−64.9% | Reduced |
| Twin Capital Management Inc | 38,300 | $2.36M | 0.26% | +1,853+5.1% | Added |
| IHT Wealth Management, LLC | 40,276 | $2.48M | 0.08% | +30,402+307.9% | Added |
| Advisor Group Holdings, Inc. | 45,472 | $2.52M | 0.01% | +15,360+51.0% | Added |
| USS Investment Management Ltd | 41,200 | $2.54M | 0.02% | 00.0% | Unchanged |
| DC Investments Management, LLC | 41,622 | $2.56M | 1.67% | +12,130+41.1% | Added |
| Baird Financial Group, Inc. | 42,157 | $2.59M | 0.00% | +6,768+19.1% | Added |
| Ontario Teachers Pension Plan Board | 42,428 | $2.61M | 0.04% | +21,868+106.4% | Added |
| Foresight Capital Management Advisors, Inc. | 42,488 | $2.62M | 1.53% | +2,285+5.7% | Added |
| Pathway Financial Advisers, LLC | 42,868 | $2.64M | 0.89% | −2,496,133−98.3% | Reduced |
| British Columbia Investment Management Corp | 44,035 | $2.71M | 0.02% | +5,650+14.7% | Added |
| Oxbow Advisors, LLC | 44,349 | $2.73M | 0.32% | +200+0.5% | Added |
| CI Private Wealth, LLC | 44,915 | $2.76M | 0.00% | +1,131+2.6% | Added |
| Amalgamated Bank | 45,435 | $2.80M | 0.02% | +633+1.4% | Added |
| Yousif Capital Management, LLC | 45,460 | $2.80M | 0.03% | +1,037+2.3% | Added |
| Groupama Asset Managment | 30,768 | $2.82M | 0.06% | +4,212+15.9% | Added |
| Jane Street Group, LLC | 45,836 | $2.82M | 0.00% | +36,232+377.3% | Added |
| Bailard, Inc. | 45,842 | $2.82M | 0.07% | +4,137+9.9% | Added |
| Brinker Capital Investments, LLC | 46,085 | $2.84M | 0.03% | +3,880+9.2% | Added |
| Orion Portfolio Solutions, LLC | 46,085 | $2.84M | 0.03% | +3,880+9.2% | Added |
| Keeley-Teton Advisors, LLC | 46,624 | $2.87M | 0.33% | −3,197−6.4% | Reduced |
| Moneta Group Investment Advisors LLC | 46,866 | $2.88M | 0.04% | −74−0.2% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 47,067 | $2.90M | 0.01% | +70+0.1% | Added |
| JustInvest LLC | 48,708 | $3.00M | 0.05% | +7,079+17.0% | Added |
| Icon Advisers Inc | 48,800 | $3.00M | 0.68% | +3,500+7.7% | Added |
| State of Alaska, Department of Revenue | 48,993 | $3.01M | 0.03% | −19,554−28.5% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 49,226 | $3.03M | 0.03% | +209+0.4% | Added |
| Retirement Systems of Alabama | 49,791 | $3.06M | 0.01% | −549−1.1% | Reduced |
| Czech National Bank | 49,865 | $3.07M | 0.03% | +3,021+6.4% | Added |
| STRS Ohio | 50,022 | $3.08M | 0.01% | +19,776+65.4% | Added |
| Catherine Avery Investment Management LLC | 51,324 | $3.16M | 2.79% | +51,324 | New |
| Mercer Global Advisors Inc | 53,604 | $3.30M | 0.01% | −2,895−5.1% | Reduced |
| Mariner, LLC | 54,281 | $3.34M | 0.01% | +2,926+5.7% | Added |
| Corebridge Financial, Inc. | 54,404 | $3.35M | 0.02% | −2,637−4.6% | Reduced |
| Pacer Advisors, Inc. | 55,231 | $3.40M | 0.01% | −21,646−28.2% | Reduced |
| Cerity Partners LLC | 55,127 | $3.40M | 0.01% | +3,215+6.2% | Added |
| Credit Agricole S A | 55,309 | $3.40M | 0.01% | +27,795+101.0% | Added |
| Gateway Investment Advisers LLC | 55,341 | $3.41M | 0.04% | −63−0.1% | Reduced |
| Soltis Investment Advisors LLC | 58,017 | $3.57M | 0.33% | +3,158+5.8% | Added |
| Picton Mahoney Asset Management | 58,455 | $3.60M | 0.14% | −66,052−53.1% | Reduced |
| Polymer Capital Management (US) LLC | 60,000 | $3.69M | 1.18% | +60,000 | New |
| IFM Investors Pty Ltd | 60,121 | $3.70M | 0.04% | +370+0.6% | Added |
| Headlands Technologies LLC | 60,351 | $3.71M | 0.37% | −4,517−7.0% | Reduced |
| Savant Capital, LLC | 60,494 | $3.72M | 0.03% | +1,331+2.2% | Added |
| Allspring Global Investments Holdings, LLC | 60,494 | $3.73M | 0.01% | +30,563+102.1% | Added |
| MetLife Investment Management | 60,738 | $3.74M | 0.02% | +1,074+1.8% | Added |
| New Age Alpha Advisors, LLC | 61,641 | $3.79M | 0.15% | +61,376+23,160.8% | Added |
| QRG Capital Management, Inc. | 61,798 | $3.80M | 0.04% | +3,947+6.8% | Added |
| Ledyard National Bank | 62,543 | $3.85M | 0.36% | −4,010−6.0% | Reduced |
| Comerica Bank | 62,715 | $3.86M | 0.02% | −812−1.3% | Reduced |
| Wasatch Advisors Inc | 63,230 | $3.89M | 0.02% | −1,897−2.9% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 64,074 | $3.94M | 0.01% | +12,179+23.5% | Added |
| Keene & Associates, Inc. | 64,239 | $3.95M | 3.17% | +316+0.5% | Added |
| The PNC Financial Services Group, Inc. | 64,743 | $3.98M | 0.00% | +355+0.6% | Added |
| Commonwealth Equity Services, LLC | 65,296 | $4.02M | 0.01% | −933−1.4% | Reduced |
| Investment Management Corp of Ontario | 65,549 | $4.03M | 0.13% | +57,943+761.8% | Added |
| Cetera Investment Advisers | 66,536 | $4.10M | 0.01% | +1,741+2.7% | Added |
| Arizona State Retirement System | 66,781 | $4.11M | 0.03% | +906+1.4% | Added |
| Pictet Asset Management Holding SA | 66,857 | $4.12M | 0.00% | +354+0.5% | Added |
| Howard Capital Management Inc. | 66,858 | $4.12M | 0.06% | +724+1.1% | Added |
| State of New Jersey Common Pension Fund D | 66,973 | $4.12M | 0.02% | 00.0% | Unchanged |
| Public Sector Pension Investment Board | 68,680 | $4.23M | 0.02% | +28,543+71.1% | Added |
| State of Michigan Retirement System | 69,781 | $4.30M | 0.02% | −2,400−3.3% | Reduced |
| Financial Counselors Inc | 70,309 | $4.33M | 0.06% | −3,590−4.9% | Reduced |