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 |
|---|---|---|---|---|---|
| Crestline Management, LP | 220,579 | $13.6M | 0.47% | −47,501−17.7% | Reduced |
| Massachusetts Financial Services Co | 218,631 | $13.5M | 0.00% | +426+0.2% | Added |
| Susquehanna Fundamental Investments, LLC | 218,332 | $13.4M | 0.23% | +218,332 | New |
| Sound Income Strategies, LLC | 216,004 | $13.3M | 0.82% | +212,286+5,709.7% | Added |
| Adage Capital Partners GP, L.L.C. | 214,882 | $13.2M | 0.02% | −1,900−0.9% | Reduced |
| New York State Teachers Retirement System | 212,959 | $13.1M | 0.03% | −15,458−6.8% | Reduced |
| Guggenheim Capital LLC | 206,355 | $12.7M | 0.10% | −231,526−52.9% | Reduced |
| Sonora Investment Management Group, LLC | 200,231 | $12.3M | 0.94% | +9,296+4.9% | Added |
| Wedge Capital Management L L P | 199,158 | $12.3M | 0.22% | −30,989−13.5% | Reduced |
| Oppenheimer Asset Management Inc. | 196,979 | $12.1M | 0.15% | +2,780+1.4% | Added |
| ArrowMark Colorado Holdings LLC | 188,000 | $11.6M | 0.16% | −49,000−20.7% | Reduced |
| State of Wisconsin Investment Board | 183,733 | $11.3M | 0.03% | −7,866−4.1% | Reduced |
| Greenland Capital Management LP | 183,539 | $11.3M | 2.26% | +159,779+672.5% | Added |
| Exencial Wealth Advisors, LLC | 182,661 | $11.2M | 0.41% | −5,096−2.7% | Reduced |
| M&T Bank Corp | 173,112 | $10.7M | 0.04% | +2,812+1.7% | Added |
| Vennlight Capital Management, LP | 168,364 | $10.4M | 9.84% | +168,364 | New |
| LPL Financial LLC | 163,785 | $10.1M | 0.00% | −12,653−7.2% | Reduced |
| Magellan Asset Management Ltd | 162,386 | $9.99M | 0.11% | −34,784−17.6% | Reduced |
| Macquarie Group Ltd | 170,438 | $9.94M | 0.01% | −14,414−7.8% | Reduced |
| Worldquant Millennium Advisors LLC | 161,534 | $9.94M | 0.06% | −660−0.4% | Reduced |
| ING Groep NV | 159,873 | $9.84M | 0.07% | −185,482−53.7% | Reduced |
| Mackenzie Financial Corp | 156,238 | $9.62M | 0.01% | +43,289+38.3% | Added |
| Summit Global Investments | 154,314 | $9.50M | 0.59% | +39,211+34.1% | Added |
| Thrivent Financial for Lutherans | 147,481 | $9.08M | 0.02% | +117,265+388.1% | Added |
| Bank of Nova Scotia | 145,594 | $8.96M | 0.02% | −158,836−52.2% | Reduced |
| Brandywine Global Investment Management, LLC | 140,085 | $8.62M | 0.06% | −11,211−7.4% | Reduced |
| Schaper Benz & Wise Investment Counsel Inc | 137,049 | $8.44M | 0.68% | −2,540−1.8% | Reduced |
| Creative Planning | 135,974 | $8.37M | 0.01% | +12,380+10.0% | Added |
| CIBC Asset Management Inc | 134,115 | $8.25M | 0.03% | +94,976+242.7% | Added |
| Advocate Group LLC | 132,568 | $8.16M | 1.54% | +12,918+10.8% | Added |
| Mutual of America Capital Management LLC | 130,504 | $8.03M | 0.09% | +3,856+3.0% | Added |
| Quantinno Capital Management LP | 130,278 | $8.02M | 0.08% | +24,789+23.5% | Added |
| Ensign Peak Advisors, Inc | 129,293 | $7.96M | 0.01% | +50,199+63.5% | Added |
| WSFS Capital Management, LLC | 127,697 | $7.86M | 0.42% | −4,381−3.3% | Reduced |
| Churchill Management Corp | 127,530 | $7.85M | 0.09% | +8,339+7.0% | Added |
| Leeward Investments, LLC - MA | 125,913 | $7.75M | 0.39% | −4,319−3.3% | Reduced |
| Prudential Financial Inc | 122,899 | $7.75M | 0.01% | −79,221−39.2% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 125,184 | $7.70M | 0.02% | +87,304+230.5% | Added |
| Toronto Dominion Bank | 125,035 | $7.70M | 0.01% | −10,239−7.6% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 123,050 | $7.57M | 0.02% | +123,050 | New |
| Amundi | 122,824 | $7.48M | 0.00% | −149,474−54.9% | Reduced |
| Chevy Chase Trust Holdings, Inc. | 120,682 | $7.43M | 0.02% | −2,611−2.1% | Reduced |
| Susquehanna International Group, LLP | 117,775 | $7.25M | 0.01% | +55,078+87.8% | Added |
| Van Eck Associates Corp | 116,709 | $7.18M | 0.01% | +9,140+8.5% | Added |
| Trexquant Investment LP | 115,211 | $7.09M | 0.08% | +81,486+241.6% | Added |
| Jones Financial Companies LLLP | 114,486 | $7.05M | 0.01% | +42,268+58.5% | Added |
| Neuberger Berman Group LLC | 113,842 | $7.01M | 0.01% | +2,608+2.3% | Added |
| NFJ Investment Group, LLC | 112,864 | $6.95M | 0.22% | −10,174−8.3% | Reduced |
| Robeco Institutional Asset Management B.V. | 104,944 | $6.46M | 0.01% | −39,807−27.5% | Reduced |
| Great West Life Assurance Co | 102,706 | $6.32M | 0.01% | +9,413+10.1% | Added |
| Sagefield Capital LP | 101,024 | $6.22M | 0.67% | +21,734+27.4% | Added |
| HighTower Advisors, LLC | 98,029 | $6.03M | 0.01% | +843+0.9% | Added |
| Wexford Capital LP | 97,727 | $6.02M | 1.54% | +12,801+15.1% | Added |
| AXA S.A. | 96,443 | $5.94M | 0.02% | +60,272+166.6% | Added |
| Harvest Portfolios Group Inc. | 96,202 | $5.92M | 0.20% | +1,291+1.4% | Added |
| First Manhattan Co | 96,138 | $5.92M | 0.02% | −1,313−1.3% | Reduced |
| Asset Management One Co.,Ltd. | 92,208 | $5.69M | 0.02% | −2,292−2.4% | Reduced |
| Oppenheimer & Co Inc | 92,335 | $5.68M | 0.08% | −654−0.7% | Reduced |
| Benjamin Edwards Inc | 91,573 | $5.64M | 0.08% | +10,014+12.3% | Added |
| BTG Pactual Asset Management US LLC | 89,699 | $5.52M | 0.71% | −108,336−54.7% | Reduced |
| Nisa Investment Advisors, LLC | 88,957 | $5.48M | 0.02% | +14,980+20.2% | Added |
| Natixis Advisors, L.P. | 88,829 | $5.47M | 0.01% | +2,974+3.5% | Added |
| State of Tennessee, Treasury Department | 86,936 | $5.35M | 0.02% | −3,254−3.6% | Reduced |
| Jain Global LLC | 86,598 | $5.33M | 0.16% | +86,598 | New |
| Public Employees Retirement System of Ohio | 86,050 | $5.30M | 0.02% | −4,429−4.9% | Reduced |
| TD Asset Management Inc | 83,623 | $5.15M | 0.00% | −747−0.9% | Reduced |
| Illinois Municipal Retirement Fund | 82,998 | $5.11M | 0.07% | −92,189−52.6% | Reduced |
| D. E. Shaw & Co., Inc. | 81,755 | $5.03M | 0.01% | −27,237−25.0% | Reduced |
| Edgemoor Investment Advisors, Inc. | 78,075 | $4.81M | 0.42% | +11,893+18.0% | Added |
| Meritage Portfolio Management | 75,435 | $4.64M | 0.29% | −4,846−6.0% | Reduced |
| Wealthfront Advisers LLC | 75,297 | $4.63M | 0.01% | +15,425+25.8% | Added |
| Resona Asset Management Co.,Ltd. | 74,153 | $4.57M | 0.03% | −4,089−5.2% | Reduced |
| Avantax Advisory Services, Inc. | 73,068 | $4.50M | 0.03% | +488+0.7% | Added |
| Nomura Asset Management Co Ltd | 71,988 | $4.43M | 0.01% | +61+0.1% | Added |
| DRW Securities, LLC | 71,900 | $4.43M | 0.30% | −68,608−48.8% | Reduced |
| TCG Advisory Services, LLC | 71,694 | $4.41M | 0.19% | −1,572−2.1% | Reduced |
| Financial Counselors Inc | 70,309 | $4.33M | 0.06% | −3,590−4.9% | Reduced |
| State of Michigan Retirement System | 69,781 | $4.30M | 0.02% | −2,400−3.3% | Reduced |
| Public Sector Pension Investment Board | 68,680 | $4.23M | 0.02% | +28,543+71.1% | Added |
| State of New Jersey Common Pension Fund D | 66,973 | $4.12M | 0.02% | 00.0% | Unchanged |
| Howard Capital Management Inc. | 66,858 | $4.12M | 0.06% | +724+1.1% | Added |
| Pictet Asset Management Holding SA | 66,857 | $4.12M | 0.00% | +354+0.5% | Added |
| Arizona State Retirement System | 66,781 | $4.11M | 0.03% | +906+1.4% | Added |
| Cetera Investment Advisers | 66,536 | $4.10M | 0.01% | +1,741+2.7% | Added |
| Investment Management Corp of Ontario | 65,549 | $4.03M | 0.13% | +57,943+761.8% | Added |
| Commonwealth Equity Services, LLC | 65,296 | $4.02M | 0.01% | −933−1.4% | Reduced |
| The PNC Financial Services Group, Inc. | 64,743 | $3.98M | 0.00% | +355+0.6% | Added |
| Keene & Associates, Inc. | 64,239 | $3.95M | 3.17% | +316+0.5% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 64,074 | $3.94M | 0.01% | +12,179+23.5% | Added |
| Wasatch Advisors Inc | 63,230 | $3.89M | 0.02% | −1,897−2.9% | Reduced |
| Comerica Bank | 62,715 | $3.86M | 0.02% | −812−1.3% | Reduced |
| Ledyard National Bank | 62,543 | $3.85M | 0.36% | −4,010−6.0% | Reduced |
| QRG Capital Management, Inc. | 61,798 | $3.80M | 0.04% | +3,947+6.8% | Added |
| New Age Alpha Advisors, LLC | 61,641 | $3.79M | 0.15% | +61,376+23,160.8% | Added |
| MetLife Investment Management | 60,738 | $3.74M | 0.02% | +1,074+1.8% | Added |
| Allspring Global Investments Holdings, LLC | 60,494 | $3.73M | 0.01% | +30,563+102.1% | Added |
| Savant Capital, LLC | 60,494 | $3.72M | 0.03% | +1,331+2.2% | Added |
| Headlands Technologies LLC | 60,351 | $3.71M | 0.37% | −4,517−7.0% | Reduced |
| IFM Investors Pty Ltd | 60,121 | $3.70M | 0.04% | +370+0.6% | Added |
| Polymer Capital Management (US) LLC | 60,000 | $3.69M | 1.18% | +60,000 | New |