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 |
|---|---|---|---|---|---|
| Picton Mahoney Asset Management | 58,455 | $3.60M | 0.14% | −66,052−53.1% | Reduced |
| Soltis Investment Advisors LLC | 58,017 | $3.57M | 0.33% | +3,158+5.8% | Added |
| Gateway Investment Advisers LLC | 55,341 | $3.41M | 0.04% | −63−0.1% | Reduced |
| Credit Agricole S A | 55,309 | $3.40M | 0.01% | +27,795+101.0% | Added |
| Cerity Partners LLC | 55,127 | $3.40M | 0.01% | +3,215+6.2% | Added |
| Pacer Advisors, Inc. | 55,231 | $3.40M | 0.01% | −21,646−28.2% | Reduced |
| Corebridge Financial, Inc. | 54,404 | $3.35M | 0.02% | −2,637−4.6% | Reduced |
| Mariner, LLC | 54,281 | $3.34M | 0.01% | +2,926+5.7% | Added |
| Mercer Global Advisors Inc | 53,604 | $3.30M | 0.01% | −2,895−5.1% | Reduced |
| Catherine Avery Investment Management LLC | 51,324 | $3.16M | 2.79% | +51,324 | New |
| STRS Ohio | 50,022 | $3.08M | 0.01% | +19,776+65.4% | Added |
| Czech National Bank | 49,865 | $3.07M | 0.03% | +3,021+6.4% | Added |
| Retirement Systems of Alabama | 49,791 | $3.06M | 0.01% | −549−1.1% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 49,226 | $3.03M | 0.03% | +209+0.4% | Added |
| State of Alaska, Department of Revenue | 48,993 | $3.01M | 0.03% | −19,554−28.5% | Reduced |
| Icon Advisers Inc | 48,800 | $3.00M | 0.68% | +3,500+7.7% | Added |
| JustInvest LLC | 48,708 | $3.00M | 0.05% | +7,079+17.0% | Added |
| Cambridge Investment Research Advisors, Inc. | 47,067 | $2.90M | 0.01% | +70+0.1% | Added |
| Moneta Group Investment Advisors LLC | 46,866 | $2.88M | 0.04% | −74−0.2% | Reduced |
| Keeley-Teton Advisors, LLC | 46,624 | $2.87M | 0.33% | −3,197−6.4% | Reduced |
| 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 |
| Bailard, Inc. | 45,842 | $2.82M | 0.07% | +4,137+9.9% | Added |
| Jane Street Group, LLC | 45,836 | $2.82M | 0.00% | +36,232+377.3% | Added |
| Groupama Asset Managment | 30,768 | $2.82M | 0.06% | +4,212+15.9% | Added |
| Yousif Capital Management, LLC | 45,460 | $2.80M | 0.03% | +1,037+2.3% | Added |
| Amalgamated Bank | 45,435 | $2.80M | 0.02% | +633+1.4% | Added |
| CI Private Wealth, LLC | 44,915 | $2.76M | 0.00% | +1,131+2.6% | Added |
| Oxbow Advisors, LLC | 44,349 | $2.73M | 0.32% | +200+0.5% | Added |
| British Columbia Investment Management Corp | 44,035 | $2.71M | 0.02% | +5,650+14.7% | Added |
| Pathway Financial Advisers, LLC | 42,868 | $2.64M | 0.89% | −2,496,133−98.3% | Reduced |
| Foresight Capital Management Advisors, Inc. | 42,488 | $2.62M | 1.53% | +2,285+5.7% | Added |
| Ontario Teachers Pension Plan Board | 42,428 | $2.61M | 0.04% | +21,868+106.4% | Added |
| Baird Financial Group, Inc. | 42,157 | $2.59M | 0.00% | +6,768+19.1% | Added |
| DC Investments Management, LLC | 41,622 | $2.56M | 1.67% | +12,130+41.1% | Added |
| USS Investment Management Ltd | 41,200 | $2.54M | 0.02% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 45,472 | $2.52M | 0.01% | +15,360+51.0% | Added |
| IHT Wealth Management, LLC | 40,276 | $2.48M | 0.08% | +30,402+307.9% | Added |
| Twin Capital Management Inc | 38,300 | $2.36M | 0.26% | +1,853+5.1% | Added |
| Intech Investment Management LLC | 38,107 | $2.35M | 0.02% | −70,519−64.9% | Reduced |
| US Bancorp | 37,923 | $2.33M | 0.00% | +405+1.1% | Added |
| Northwestern Mutual Wealth Management Co | 37,152 | $2.29M | 0.00% | +4,206+12.8% | Added |
| Schroder Investment Management Group | 36,857 | $2.27M | 0.00% | +1,795+5.1% | Added |
| Utah Retirement Systems | 36,827 | $2.27M | 0.02% | 00.0% | Unchanged |
| CIBC World Markets Corp | 36,272 | $2.23M | 0.01% | +5,019+16.1% | Added |
| First PREMIER Bank | 36,007 | $2.22M | 0.56% | 00.0% | Unchanged |
| Commerce Bank | 35,741 | $2.20M | 0.01% | +139+0.4% | Added |
| ProShare Advisors LLC | 34,844 | $2.14M | 0.00% | +4,294+14.1% | Added |
| Stolper Co | 34,461 | $2.12M | 0.71% | +446+1.3% | Added |
| Standard Life Aberdeen plc | 34,490 | $2.11M | 0.00% | −15,331−30.8% | Reduced |
| UniSuper Management Pty Ltd | 34,275 | $2.11M | 0.02% | +5,092+17.4% | Added |
| Conning Inc. | 34,049 | $2.10M | 0.07% | −243−0.7% | Reduced |
| Daiwa Securities Group Inc. | 33,560 | $2.06M | 0.01% | +1,926+6.1% | Added |
| Bridgefront Capital, LLC | 33,492 | $2.06M | 0.70% | +33,492 | New |
| Farmers & Merchants Investments Inc | 33,401 | $2.06M | 0.06% | +19,172+134.7% | Added |
| Prospera Financial Services Inc | 33,372 | $2.05M | 0.05% | +1,218+3.8% | Added |
| Wealth Enhancement Advisory Services, LLC | 33,249 | $2.05M | 0.00% | +8,385+33.7% | Added |
| Trilogy Capital Inc. | 32,988 | $2.03M | 0.10% | +32,988 | New |
| Teacher Retirement System of Texas | 32,615 | $2.01M | 0.01% | +32,615 | New |
| Clearbridge Investments, LLC | 32,307 | $1.99M | 0.00% | +5,681+21.3% | Added |
| Police & Firemen's Retirement System of New Jersey | 32,124 | $1.98M | 0.02% | +32,124 | New |
| Redwood Investment Management, LLC | 31,463 | $1.94M | 0.19% | −1,792−5.4% | Reduced |
| Inspire Advisors, LLC | 31,429 | $1.93M | 0.24% | +2,495+8.6% | Added |
| Xponance, Inc. | 31,060 | $1.91M | 0.02% | −277−0.9% | Reduced |
| Community Bank of Raymore | 30,914 | $1.90M | 1.50% | +1,157+3.9% | Added |
| New York Life Investment Management LLC | 30,648 | $1.89M | 0.02% | +226+0.7% | Added |
| WealthTrust Axiom LLC | 30,539 | $1.88M | 0.56% | +829+2.8% | Added |
| Prelude Capital Management, LLC | 29,588 | $1.82M | 0.15% | +29,588 | New |
| Umb Bank N A | 29,350 | $1.81M | 0.03% | −3,820−11.5% | Reduced |
| Green Square Capital Advisors LLC | 29,203 | $1.80M | 0.25% | −1,074−3.5% | Reduced |
| Brookstone Capital Management | 28,795 | $1.77M | 0.03% | +2,948+11.4% | Added |
| Nissay Asset Management Corp | 28,462 | $1.76M | 0.01% | +100+0.4% | Added |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 28,080 | $1.73M | 0.00% | +28,080 | New |
| Aware Super Pty Ltd as trustee of Aware Super | 27,163 | $1.67M | 0.03% | +27,163 | New |
| Swiss Life Asset Management Ltd | 27,187 | $1.67M | 0.01% | −39,479−59.2% | Reduced |
| Glenmede Trust Co NA | 27,137 | $1.67M | 0.01% | +1,439+5.6% | Added |
| Ieq Capital, LLC | 26,783 | $1.65M | 0.02% | +8,159+43.8% | Added |
| Sanctuary Advisors, LLC | 25,266 | $1.62M | 0.01% | +1,324+5.5% | Added |
| Rafferty Asset Management, LLC | 25,812 | $1.59M | 0.01% | −686−2.6% | Reduced |
| Advisors Asset Management, Inc. | 25,653 | $1.58M | 0.03% | +2,471+10.7% | Added |
| 1832 Asset Management L.P. | 25,376 | $1.56M | 0.00% | 00.0% | Unchanged |
| Retirement Planning Group | 24,372 | $1.50M | 0.08% | +210+0.9% | Added |
| CWM Advisors, LLC | 24,295 | $1.50M | 0.17% | −549−2.2% | Reduced |
| Atom Investors LP | 24,169 | $1.49M | 0.18% | +24,169 | New |
| Capital Fund Management S.A. | 24,147 | $1.49M | 0.01% | +24,147 | New |
| Hartree Partners, LP | 24,000 | $1.48M | 0.55% | +24,000 | New |
| Pensionfund Sabic | 24,000 | $1.48M | 0.39% | +5,000+26.3% | Added |
| Bokf, NA | 24,616 | $1.47M | 0.02% | +1,267+5.4% | Added |
| Mirae Asset Global Investments Co., Ltd. | 23,366 | $1.44M | 0.01% | +6,331+37.2% | Added |
| Lido Advisors, LLC | 23,362 | $1.44M | 0.01% | +99+0.4% | Added |
| CWA Asset Management Group, LLC | 23,002 | $1.42M | 0.07% | −541−2.3% | Reduced |
| F/M Investments LLC | 22,700 | $1.40M | 0.05% | +22,700 | New |
| Mizuho Securities USA LLC | 21,797 | $1.34M | 0.02% | +6,885+46.2% | Added |
| Janus Henderson Group PLC | 20,958 | $1.29M | 0.00% | +527+2.6% | Added |
| Schnieders Capital Management LLC | 20,673 | $1.27M | 0.25% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 19,716 | $1.27M | 0.06% | +19,716 | New |
| Public Employees Retirement Association of Colorado | 20,530 | $1.26M | 0.01% | −1,957−8.7% | Reduced |
| Assetmark, Inc | 20,475 | $1.26M | 0.00% | +634+3.2% | Added |
| Pathstone Holdings, LLC | 20,340 | $1.25M | 0.01% | +546+2.8% | Added |
| Adamsbrown Wealth Consultants LLC | 20,065 | $1.23M | 0.42% | +362+1.8% | Added |