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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.

Institutional holdersQ4 2024: 776 institutions
Q1 2021: 586 institutionsQ2 2021: 581 institutionsQ3 2021: 593 institutionsQ4 2021: 633 institutionsQ1 2022: 641 institutionsQ2 2022: 640 institutionsQ3 2022: 651 institutionsQ4 2022: 686 institutionsQ1 2023: 654 institutionsQ2 2023: 664 institutionsQ3 2023: 663 institutionsQ4 2023: 706 institutionsQ1 2024: 693 institutionsQ2 2024: 702 institutionsQ3 2024: 722 institutionsQ4 2024: 776 institutionsQ1 2025: 821 institutionsQ2 2025: 821 institutionsQ3 2025: 854 institutionsQ4 2025: 925 institutionsQ1 2026: 924 institutionsQ2 2026: 948 institutions
Value heldQ4 2024: $12.5B
Q1 2021: $11.3BQ2 2021: $11.9BQ3 2021: $12.3BQ4 2021: $13.7BQ1 2022: $13.0BQ2 2022: $12.5BQ3 2022: $11.4BQ4 2022: $12.0BQ1 2023: $11.8BQ2 2023: $11.1BQ3 2023: $9.73BQ4 2023: $10.5BQ1 2024: $10.4BQ2 2024: $10.4BQ3 2024: $12.3BQ4 2024: $12.5BQ1 2025: $13.9BQ2 2025: $14.3BQ3 2025: $16.3BQ4 2025: $15.4BQ1 2026: $17.6BQ2 2026: $18.8B
Institutions holding EVRG and their total value by quarter
QuarterHoldersValue
Q2 2026948$18.8B
Q1 2026924$17.6B
Q4 2025925$15.4B
Q3 2025854$16.3B
Q2 2025821$14.3B
Q1 2025821$13.9B
Q4 2024776$12.5B
Q3 2024722$12.3B
Q2 2024702$10.4B
Q1 2024693$10.4B
Q4 2023706$10.5B
Q3 2023663$9.73B
Q2 2023664$11.1B
Q1 2023654$11.8B
Q4 2022686$12.0B
Q3 2022651$11.4B
Q2 2022640$12.5B
Q1 2022641$13.0B
Q4 2021633$13.7B
Q3 2021593$12.3B
Q2 2021581$11.9B
Q1 2021586$11.3B

Institutions, Q4 2024

Shares, value and share of portfolio for each institution holding Evergy, Inc.; share changes are against Q3 2024.

Institutions holding EVRG in Q4 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Plante Moran Financial Advisors, LLC0$00.00%−5,860−100.0%Sold out
MBB Public Markets I LLC0$00.00%−5,580−100.0%Sold out
International Assets Investment Management, LLC0$00.00%−21,455−100.0%Sold out
Aquatic Capital Management LLC0$00.00%−5,400−100.0%Sold out
Gentry Private Wealth, LLC0$00.00%−5,093−100.0%Sold out
44 Wealth Management LLC0$00.00%−4,900−100.0%Sold out
Royal Fund Management, LLC0$00.00%−4,760−100.0%Sold out
Syon Capital LLC0$00.00%−4,387−100.0%Sold out
Kingswood Wealth Advisors, LLC0$00.00%−4,280−100.0%Sold out
Robertson Stephens Wealth Management, LLC0$00.00%−3,980−100.0%Sold out
Zacks Investment Management0$00.00%−3,708−100.0%Sold out
New Century Financial Group, LLC0$00.00%−3,512−100.0%Sold out
Beacon Pointe Advisors, LLC0$00.00%−3,413−100.0%Sold out
Man Group plc0$00.00%−3,256−100.0%Sold out
United Capital Management of KS, Inc.0$00.00%−3,246−100.0%Sold out
Jaffetilchin Investment Partners, LLC0$00.00%−2,170−100.0%Sold out
Catalyst Funds Management Pty Ltd0$00.00%−2,000−100.0%Sold out
Capital Performance Advisors LLP0$00.00%−1,998−100.0%Sold out
Householder Group Estate & Retirement Specialist, LLC0$00.00%−1,070−100.0%Sold out
IMA Wealth, Inc.0$00.00%−1,000−100.0%Sold out
Beach Investment Counsel Inc0$00.00%−873−100.0%Sold out
Northwest Financial Advisors0$00.00%−800−100.0%Sold out
Loomis Sayles & Co L P0$00.00%−580−100.0%Sold out
Colonial Trust Advisors0$00.00%−419−100.0%Sold out
Ashton Thomas Securities, LLC0$00.00%−237−100.0%Sold out
REAP Financial Group, LLC0$00.00%−182−100.0%Sold out
Horizon Bancorp Inc0$00.00%−134−100.0%Sold out
Kepos Capital LP0$00.00%−137−100.0%Sold out
Gilliland Jeter Wealth Management LLC0$00.00%−113−100.0%Sold out
Baldwin Brothers Inc0$00.00%−20−100.0%Sold out
Financial Network Wealth Advisors LLC0$00.00%−20−100.0%Sold out
Clear Point Advisors Inc.0$00.00%−8−100.0%Sold out
WestEnd Advisors, LLC0$00.00%−3−100.0%Sold out
Hallmark Capital Management Inc0$00.00%−1−100.0%Sold out
Frazier Financial Advisors, LLC0$00.00%0Sold out
Dogwood Wealth Management LLC0$00.00%0Sold out
Resources Management Corp0$00.00%−7−100.0%Sold out
Eagle Asset Management Inc––––Not filed
Raymond James Financial Services Advisors, Inc.––––Not filed
Raymond James & Associates––––Not filed
Edmonds Duncan Registered Investment Advisors, LLC––––Not filed
Rakuten Investment Management, Inc.––––Not filed
Raymond James Trust N.A.––––Not filed
B. Metzler seel. Sohn & Co. Holding AG––––Not filed
FinTrust Capital Advisors, LLC––––Not filed
M&R Capital Management Inc––––Not filed
VitalStone Financial, LLC––––Not filed
Northwest Investment Counselors, LLC––––Not filed
ClariVest Asset Management LLC––––Not filed