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 |
|---|---|---|---|---|---|
| Truist Financial Corp | 19,740 | $1.21M | 0.00% | +634+3.3% | Added |
| Oregon Public Employees Retirement Fund | 19,725 | $1.21M | 0.02% | −70−0.4% | Reduced |
| Nomura Holdings Inc | 19,679 | $1.21M | 0.01% | +19,679 | New |
| Wealthspire Advisors, LLC | 19,603 | $1.21M | 0.01% | +138+0.7% | Added |
| Kestra Advisory Services, LLC | 19,517 | $1.20M | 0.01% | −408−2.0% | Reduced |
| Dynamic Advisor Solutions LLC | 19,455 | $1.20M | 0.05% | −4,040−17.2% | Reduced |
| Fifth Third Bancorp | 18,831 | $1.16M | 0.00% | −300−1.6% | Reduced |
| Landscape Capital Management, L.L.C. | 18,742 | $1.15M | 0.12% | +18,742 | New |
| Brookmont Capital Management | 18,395 | $1.13M | 0.61% | −30.0% | Reduced |
| DekaBank Deutsche Girozentrale | 18,563 | $1.13M | 0.00% | 00.0% | Unchanged |
| Gulf International Bank (UK) Ltd | 18,107 | $1.11M | 0.03% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 17,026 | $1.05M | 0.01% | +3,025+21.6% | Added |
| Teachers Retirement System of the State of Kentucky | 17,008 | $1.05M | 0.01% | −155−0.9% | Reduced |
| Tower Research Capital LLC (TRC) | 16,733 | $1.03M | 0.02% | −4,876−22.6% | Reduced |
| O'Shaughnessy Asset Management, LLC | 16,620 | $1.02M | 0.01% | +6,248+60.2% | Added |
| J.W. Cole Advisors, Inc. | 16,541 | $1.02M | 0.04% | +735+4.7% | Added |
| LaFleur & Godfrey LLC | 16,492 | $1.02M | 0.14% | +1,700+11.5% | Added |
| Bryn Mawr Trust Co | 16,349 | $1.01M | 0.02% | −255−1.5% | Reduced |
| Financial Partners Group, Inc | 16,294 | $1.00M | 0.15% | −1,592−8.9% | Reduced |
| Rockland Trust Co | 15,985 | $983.9K | 0.05% | −825−4.9% | Reduced |
| Kentucky Retirement Systems | 15,802 | $972.6K | 0.03% | −218−1.4% | Reduced |
| Toroso Investments, LLC | 15,764 | $970.3K | 0.01% | +15,764 | New |
| Ethic Inc. | 15,729 | $968.1K | 0.02% | +3,691+30.7% | Added |
| Scientech Research LLC | 15,638 | $962.5K | 0.27% | +1,934+14.1% | Added |
| Steel Peak Wealth Management LLC | 15,580 | $958.9K | 0.04% | +15,580 | New |
| Prudential PLC | 15,310 | $942.3K | 0.00% | 00.0% | Unchanged |
| Vestcor Inc | 15,161 | $933.0K | 0.03% | −6,321−29.4% | Reduced |
| XTX Topco Ltd | 15,151 | $932.5K | 0.08% | +15,151 | New |
| GWM Advisors LLC | 14,569 | $896.7K | 0.01% | +2,715+22.9% | Added |
| Hartford Investment Management Co | 14,180 | $872.8K | 0.03% | −68−0.5% | Reduced |
| Exchange Traded Concepts, LLC | 14,045 | $864.5K | 0.02% | −15,364−52.2% | Reduced |
| Woodline Partners LP | 13,811 | $850.1K | 0.01% | +13,811 | New |
| Sterling Capital Management LLC | 13,703 | $843.4K | 0.01% | +4,746+53.0% | Added |
| ISAM Funds (UK) Ltd | 13,643 | $839.7K | 0.62% | +13,643 | New |
| SeaCrest Wealth Management, LLC | 13,575 | $835.5K | 0.09% | −1,050−7.2% | Reduced |
| Lion Street Advisors, LLC | 13,490 | $830.3K | 0.26% | +1,399+11.6% | Added |
| Albion Financial Group | 13,183 | $811.4K | 0.06% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 13,135 | $808.1K | 0.11% | −20−0.2% | Reduced |
| Colony Group, LLC | 13,031 | $802.1K | 0.00% | +7,163+122.1% | Added |
| Change Path, LLC | 12,848 | $790.8K | 0.02% | +923+7.7% | Added |
| KBC Group NV | 12,769 | $786.0K | 0.00% | −8,670−40.4% | Reduced |
| Freestone Grove Partners LP | 12,623 | $776.9K | 0.01% | +12,623 | New |
| Meeder Advisory Services, Inc. | 12,498 | $769.3K | 0.05% | +1,469+13.3% | Added |
| Profund Advisors LLC | 12,419 | $764.4K | 0.03% | −1,452−10.5% | Reduced |
| Louisiana State Employees Retirement System | 12,400 | $763.2K | 0.01% | −500−3.9% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 12,395 | $762.9K | 0.00% | +25+0.2% | Added |
| Securian Asset Management, Inc | 12,291 | $756.5K | 0.02% | −364−2.9% | Reduced |
| Sierra Summit Advisors LLC | 12,254 | $754.2K | 0.15% | +3,038+33.0% | Added |
| CAPROCK Group, Inc. | 12,106 | $745.1K | 0.02% | +1,126+10.3% | Added |
| WCG Wealth Advisors LLC | 12,071 | $743.0K | 0.05% | −42,625−77.9% | Reduced |
| Maryland State Retirement & Pension System | 11,889 | $731.8K | 0.02% | −832−6.5% | Reduced |
| GAMMA Investing LLC | 11,794 | $725.9K | 0.06% | +1,481+14.4% | Added |
| Miller Howard Investments Inc | 11,741 | $722.7K | 0.02% | +162+1.4% | Added |
| Moody National Bank Trust Division | 11,466 | $705.7K | 0.07% | −395−3.3% | Reduced |
| Aviso Financial Inc. | 11,423 | $703.1K | 0.04% | −67−0.6% | Reduced |
| Gibson Wealth Advisors LLC | 11,400 | $701.7K | 0.58% | 00.0% | Unchanged |
| Intrua Financial, LLC | 11,314 | $696.4K | 0.11% | +104+0.9% | Added |
| NEOS Investment Management LLC | 11,183 | $688.3K | 0.02% | +2,483+28.5% | Added |
| HighPoint Advisor Group LLC | 10,381 | $687.4K | 0.04% | +1,846+21.6% | Added |
| Sienna Gestion | 11,104 | $683.4K | 0.05% | 00.0% | Unchanged |
| Walleye Capital LLC | 11,088 | $682.5K | 0.01% | −25,760−69.9% | Reduced |
| Davis Capital Management | 11,048 | $680.0K | 0.55% | +11,048 | New |
| New Mexico Educational Retirement Board | 10,950 | $674.0K | 0.02% | −300−2.7% | Reduced |
| Two Sigma Securities, LLC | 10,712 | $659.3K | 0.12% | +10,712 | New |
| Hennion & Walsh Asset Management, Inc. | 10,692 | $658.1K | 0.03% | +2,004+23.1% | Added |
| Iams Wealth Management, LLC | 10,590 | $651.9K | 0.30% | −56−0.5% | Reduced |
| Integrated Wealth Concepts LLC | 10,586 | $651.5K | 0.01% | +4,392+70.9% | Added |
| Sherbrooke Park Advisers LLC | 10,582 | $651.3K | 0.21% | −233−2.2% | Reduced |
| Independent Advisor Alliance | 10,509 | $646.9K | 0.01% | −13,978−57.1% | Reduced |
| Blair William & Co | 10,449 | $643.1K | 0.00% | −162−1.5% | Reduced |
| Verity Asset Management, Inc. | 10,521 | $643.0K | 0.36% | +1,122+11.9% | 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 |
| Pallas Capital Advisors LLC | 10,147 | $624.5K | 0.03% | +496+5.1% | Added |
| Janney Montgomery Scott LLC | 10,023 | $617.0K | 0.00% | +550+5.8% | Added |
| Moors & Cabot, Inc. | 9,956 | $612.8K | 0.03% | −350−3.4% | Reduced |
| IFP Advisors, Inc | 9,911 | $610.0K | 0.02% | +521+5.5% | Added |
| AGH Wealth Advisors, LLC | 9,900 | $609.3K | 0.56% | +9,900 | New |
| Crossmark Global Holdings, Inc. | 9,757 | $601.0K | 0.01% | −20−0.2% | Reduced |
| Smith, Moore & Co. | 9,552 | $587.9K | 0.05% | −151−1.6% | Reduced |
| Johnson Investment Counsel Inc | 9,542 | $587.3K | 0.01% | +863+9.9% | Added |
| Prime Capital Investment Advisors, LLC | 9,507 | $585.2K | 0.01% | −631−6.2% | Reduced |
| Virtus Investment Advisers, Inc. | 9,405 | $578.9K | 0.45% | +9,405 | New |
| Advisory Services Network, LLC | 9,405 | $578.9K | 0.01% | +5,603+147.4% | Added |
| Altfest L J & Co Inc | 9,394 | $578.2K | 0.07% | −2,374−20.2% | Reduced |
| Stephenson National Bank & Trust | 9,308 | $572.9K | 0.19% | +683+7.9% | Added |
| Larson Financial Group LLC | 9,271 | $570.6K | 0.03% | +1,304+16.4% | Added |
| TownSquare Capital, LLC | 9,214 | $567.2K | 0.01% | +9,214 | New |
| Huber Capital Management LLC | 9,167 | $564.2K | 0.11% | −4,491−32.9% | Reduced |
| RSM US Wealth Management LLC | 9,163 | $563.8K | 0.01% | −84−0.9% | Reduced |
| Concurrent Investment Advisors, LLC | 9,135 | $562.3K | 0.02% | +315+3.6% | Added |
| Parallel Advisors, LLC | 9,111 | $560.8K | 0.01% | +1,385+17.9% | Added |
| Midwest Financial Group LLC | 9,109 | $560.7K | 0.32% | −186−2.0% | Reduced |
| Fairview Capital Investment Management, LLC | 9,000 | $554.0K | 0.03% | 00.0% | Unchanged |
| Dark Forest Capital Management LP | 8,893 | $547.4K | 0.08% | −16,450−64.9% | Reduced |
| FineMark National Bank & Trust | 8,842 | $544.2K | 0.02% | −26−0.3% | Reduced |
| Synovus Financial Corp | 8,812 | $542.4K | 0.01% | −8,608−49.4% | Reduced |
| Apexium Financial, LP | 8,657 | $532.8K | 0.03% | +8,657 | New |
| Norinchukin Bank, The | 8,439 | $519.4K | 0.01% | −48−0.6% | Reduced |
| AlphaStar Capital Management, LLC | 8,255 | $508.1K | 0.05% | +1,971+31.4% | Added |