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 |
|---|---|---|---|---|---|
| Allworth Financial LP | 7,975 | $501.4K | 0.00% | +3,654+84.6% | Added |
| Spirit of America Management Corp | 8,100 | $498.6K | 0.10% | +3,150+63.6% | Added |
| Trust Co | 8,037 | $494.7K | 0.06% | +2,020+33.6% | Added |
| Atria Wealth Solutions, Inc. | 8,029 | $494.2K | 0.01% | −264−3.2% | Reduced |
| Atria Investments LLC | 8,016 | $493.4K | 0.01% | +4,030+101.1% | Added |
| Transcend Wealth Collective, LLC | 8,015 | $493.3K | 0.04% | 00.0% | Unchanged |
| Nicolet Bankshares Inc | 8,000 | $492.4K | 0.12% | 00.0% | Unchanged |
| Blackhawk Capital Partners LLC. | 7,993 | $492.0K | 0.25% | +2,201+38.0% | Added |
| Chicago Partners Investment Group LLC | 8,071 | $491.6K | 0.02% | +343+4.4% | Added |
| United Capital Financial Advisers, LLC | 7,976 | $490.9K | 0.00% | +249+3.2% | Added |
| HB Wealth Management, LLC | 7,944 | $489.0K | 0.01% | +506+6.8% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 7,926 | $487.8K | 0.02% | +490+6.6% | Added |
| Mattern Wealth Management LLC | 7,910 | $486.9K | 0.11% | −1,161−12.8% | Reduced |
| Sunbelt Securities, Inc. | 7,908 | $486.5K | 0.04% | +130+1.7% | Added |
| Allstate Corp | 7,902 | $486.4K | 0.01% | +7,902 | New |
| Turning Point Benefit Group, Inc. | 7,985 | $484.4K | 0.46% | +7,985 | New |
| Cresset Asset Management, LLC | 7,843 | $482.7K | 0.00% | −18,117−69.8% | Reduced |
| Park Avenue Securities LLC | 7,810 | $481.0K | 0.00% | +1,208+18.3% | Added |
| Empirical Finance, LLC | 7,665 | $471.8K | 0.03% | −86−1.1% | Reduced |
| Metis Global Partners, LLC | 7,646 | $470.6K | 0.01% | +290+3.9% | Added |
| Evergreen Capital Management LLC | 7,637 | $470.1K | 0.02% | +77+1.0% | Added |
| Jeppson Wealth Management, LLC | 7,574 | $466.2K | 0.17% | −200−2.6% | Reduced |
| Novak & Powell Financial Services, Inc. | 7,424 | $456.9K | 0.27% | +78+1.1% | Added |
| EntryPoint Capital, LLC | 7,419 | $456.6K | 0.19% | +7,419 | New |
| Wealthcare Advisory Partners LLC | 7,322 | $450.6K | 0.01% | +182+2.5% | Added |
| Northwestern Mutual Investment Management Company, LLC | 7,302 | $449.4K | 0.01% | +13+0.2% | Added |
| Potomac Fund Management Inc | 7,208 | $443.7K | 0.03% | +7,208 | New |
| Atomi Financial Group, Inc. | 7,089 | $436.3K | 0.02% | +844+13.5% | Added |
| Wiley Bros.-Aintree Capital, LLC | 7,087 | $434.9K | 0.01% | +3,120+78.6% | Added |
| Ti-Trust, Inc | 7,047 | $433.7K | 0.29% | 00.0% | Unchanged |
| Vident Advisory, LLC | 6,971 | $429.2K | 0.01% | +2,637+60.8% | Added |
| Summit Trail Advisors, LLC | 6,915 | $425.6K | 0.02% | +2,195+46.5% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 6,873 | $423.0K | 0.00% | +973+16.5% | Added |
| CoreFirst Bank & Trust | 6,823 | $420.0K | 0.25% | −737−9.7% | Reduced |
| Evoke Wealth, LLC | 6,772 | $416.8K | 0.01% | +78+1.2% | Added |
| Modern Wealth Management, LLC | 6,714 | $413.3K | 0.02% | +2,042+43.7% | Added |
| Hilltop Holdings Inc. | 6,701 | $412.4K | 0.03% | +861+14.7% | Added |
| Ci Investments Inc. | 6,640 | $409.0K | 0.00% | −12,108−64.6% | Reduced |
| Coldstream Capital Management Inc | 6,631 | $408.1K | 0.01% | −818−11.0% | Reduced |
| Kornitzer Capital Management Inc | 6,579 | $404.9K | 0.01% | 00.0% | Unchanged |
| We Are One Seven, LLC | 6,568 | $404.3K | 0.02% | +74+1.1% | Added |
| Proequities, Inc. | 6,424 | $403.9K | 0.02% | −485−7.0% | Reduced |
| IFG Advisory, LLC | 6,497 | $399.9K | 0.02% | +6,497 | New |
| Signaturefd, LLC | 6,421 | $395.2K | 0.01% | −126−1.9% | Reduced |
| Sound View Wealth Advisors Group, LLC | 6,372 | $392.2K | 0.03% | 00.0% | Unchanged |
| Groupe la Francaise | 6,338 | $388.5K | 0.01% | +6,338 | New |
| Sage Mountain Advisors LLC | 6,251 | $384.7K | 0.03% | +6,251 | New |
| Financial Advisory Service, Inc. | 6,224 | $383.1K | 0.03% | +44+0.7% | Added |
| Squarepoint Ops LLC | 6,178 | $380.3K | 0.00% | −31,053−83.4% | Reduced |
| Resources Investment Advisors, LLC. | 6,148 | $378.4K | 0.00% | −19−0.3% | Reduced |
| AE Wealth Management LLC | 6,064 | $373.3K | 0.00% | +672+12.5% | Added |
| Waterfront Wealth Inc. | 6,041 | $371.8K | 0.09% | 00.0% | Unchanged |
| Kovitz Investment Group Partners, LLC | 5,977 | $368.0K | 0.00% | +5,977 | New |
| KCM Investment Advisors LLC | 5,946 | $366.0K | 0.01% | +210+3.7% | Added |
| Uncommon Cents Investing LLC | 5,940 | $365.6K | 0.11% | −35−0.6% | Reduced |
| Tokio Marine Asset Management Co Ltd | 5,917 | $364.2K | 0.01% | 00.0% | Unchanged |
| Keybank National Association | 5,900 | $363.1K | 0.00% | +5,900 | New |
| BKD Wealth Advisors, LLC | 5,877 | $361.8K | 0.01% | 00.0% | Unchanged |
| Pensionmark Financial Group, LLC | 5,849 | $360.0K | 0.01% | +134+2.3% | Added |
| DGS Capital Management, LLC | 5,794 | $356.6K | 0.09% | +1,307+29.1% | Added |
| MML Investors Services, LLC | 5,755 | $354.0K | 0.00% | +587+11.4% | Added |
| T. Rowe Price Investment Management, Inc. | 5,609 | $346.0K | 0.00% | +65+1.2% | Added |
| Naples Global Advisors, LLC | 5,613 | $345.5K | 0.03% | −175−3.0% | Reduced |
| 111 Capital | 5,538 | $340.9K | 0.07% | +5,538 | New |
| Vaughan David Investments LLC | 5,532 | $340.0K | 0.01% | −231−4.0% | Reduced |
| Schulhoff & Co Inc | 5,500 | $338.5K | 0.15% | 00.0% | Unchanged |
| NorthCrest Asset Manangement, LLC | 5,498 | $338.4K | 0.01% | +81+1.5% | Added |
| Trust Co of Kansas | 5,486 | $338.0K | 0.16% | −2,000−26.7% | Reduced |
| Garner Asset Management Corp | 5,487 | $338.0K | 0.16% | −344−5.9% | Reduced |
| Equitable Holdings, Inc. | 5,470 | $336.7K | 0.00% | −782−12.5% | Reduced |
| Tocqueville Asset Management L.P. | 5,400 | $332.4K | 0.01% | 00.0% | Unchanged |
| Impact Partnership Wealth, LLC | 5,376 | $330.9K | 0.07% | +5,376 | New |
| Intrust Bank NA | 5,367 | $330.3K | 0.03% | −37−0.7% | Reduced |
| Vista Investment Partners LLC | 5,358 | $329.8K | 0.10% | 00.0% | Unchanged |
| Panagora Asset Management Inc | 5,192 | $319.6K | 0.00% | −49,198−90.5% | Reduced |
| Garrett Investment Advisors LLC | 5,145 | $316.7K | 0.03% | 00.0% | Unchanged |
| GoalVest Advisory LLC | 5,093 | $313.5K | 0.09% | 00.0% | Unchanged |
| Polymer Capital Management (HK) LTD | 5,064 | $311.7K | 0.05% | +5,064 | New |
| D.B. Root & Company, LLC | 4,950 | $304.7K | 0.10% | −297−5.7% | Reduced |
| Central Trust Co | 4,891 | $301.0K | 0.01% | 00.0% | Unchanged |
| MainStreet Investment Advisors LLC | 4,877 | $300.2K | 0.04% | +221+4.7% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 4,734 | $291.4K | 0.00% | −2,437−34.0% | Reduced |
| Qsemble Capital Management, LP | 4,706 | $289.7K | 0.04% | −29,996−86.4% | Reduced |
| Virtu Financial LLC | 4,680 | $288.0K | 0.02% | −6,481−58.1% | Reduced |
| Apollon Financial, LLC | 4,672 | $287.5K | 0.07% | +4,672 | New |
| NorthRock Partners, LLC | 4,655 | $286.5K | 0.01% | +144+3.2% | Added |
| Capstone Investment Advisors, LLC | 4,651 | $286.3K | 0.00% | +3,444+285.3% | Added |
| Kentucky Trust Co | 4,609 | $283.7K | 0.17% | +4,609 | New |
| Integris Wealth Management, LLC | 4,570 | $281.3K | 0.08% | 00.0% | Unchanged |
| MidWestOne Financial Group, Inc. | 4,560 | $280.7K | 0.04% | −51−1.1% | Reduced |
| Lifeworks Advisors, LLC | 4,556 | $280.4K | 0.05% | −73−1.6% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 4,524 | $278.5K | 0.00% | 00.0% | Unchanged |
| Buckingham Strategic Partners | 4,478 | $275.7K | 0.00% | −2,947−39.7% | Reduced |
| V-Square Quantitative Management LLC | 4,438 | $273.2K | 0.04% | −336−7.0% | Reduced |
| Martingale Asset Management L P | 4,400 | $270.8K | 0.01% | 00.0% | Unchanged |
| Walker Asset Management, LLC | 4,398 | $270.7K | 0.17% | +37+0.8% | Added |
| Merit Financial Group, LLC | 4,375 | $269.3K | 0.00% | +4,375 | New |
| Probity Advisors, Inc. | 4,359 | $268.3K | 0.05% | +67+1.6% | Added |
| Jump Financial, LLC | 4,354 | $268.0K | 0.01% | −483−10.0% | Reduced |
| Triad Wealth Partners, LLC | 4,332 | $266.6K | 0.10% | +4,332 | New |