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 |
|---|---|---|---|---|---|
| Artisan Partners Limited Partnership | 4,308 | $265.2K | 0.00% | 00.0% | Unchanged |
| PFG Investments, LLC | 4,297 | $264.5K | 0.02% | +719+20.1% | Added |
| Valeo Financial Advisors, LLC | 4,288 | $264.0K | 0.01% | +20.0% | Added |
| Horizon Investment Services, LLC | 4,239 | $260.9K | 0.11% | −5−0.1% | Reduced |
| Sound Stewardship, LLC | 4,232 | $260.5K | 0.15% | 00.0% | Unchanged |
| Brighton Jones LLC | 4,170 | $256.6K | 0.01% | +4,170 | New |
| Kestra Private Wealth Services, LLC | 4,166 | $256.4K | 0.00% | +4,166 | New |
| Black Diamond Financial, LLC | 4,065 | $250.2K | 0.04% | −664−14.0% | Reduced |
| Kimelman & Baird, LLC | 4,054 | $249.5K | 0.02% | 00.0% | Unchanged |
| Bank & Trust Co | 4,040 | $248.7K | 0.21% | −366−8.3% | Reduced |
| Stelac Advisory Services LLC | 4,000 | $246.2K | 0.10% | 00.0% | Unchanged |
| Alpha Family Trust | 3,970 | $244.4K | 0.14% | 00.0% | Unchanged |
| Eastern Bank | 3,963 | $243.9K | 0.00% | 00.0% | Unchanged |
| Golden State Equity Partners | 3,950 | $243.1K | 0.05% | 00.0% | Unchanged |
| Wolverine Trading, LLC | 3,923 | $241.3K | 0.01% | +3,923 | New |
| Empowered Funds, LLC | 3,890 | $239.4K | 0.00% | +238+6.5% | Added |
| Steward Partners Investment Advisory, LLC | 3,873 | $238.4K | 0.00% | +190+5.2% | Added |
| Marcum Wealth, LLC | 3,853 | $237.2K | 0.02% | +20+0.5% | Added |
| Bleakley Financial Group, LLC | 3,842 | $236.5K | 0.01% | +510+15.3% | Added |
| Tradewinds, LLC. | 3,598 | $236.5K | 0.07% | +3,598 | New |
| Legacy Financial Strategies, LLC | 3,831 | $236.1K | 0.05% | +3,831 | New |
| Blueshift Asset Management, LLC | 3,822 | $235.2K | 0.09% | −947−19.9% | Reduced |
| Federation des caisses Desjardins du Quebec | 3,801 | $234.0K | 0.00% | +886+30.4% | Added |
| D.A. Davidson & Co. | 3,798 | $233.8K | 0.00% | +3+0.1% | Added |
| Vinva Investment Management Ltd | 3,782 | $232.7K | 0.01% | −2,854−43.0% | Reduced |
| United Asset Strategies, Inc. | 3,768 | $231.9K | 0.02% | 00.0% | Unchanged |
| First National Advisers, LLC | 3,761 | $231.5K | 0.04% | 00.0% | Unchanged |
| Texas Yale Capital Corp. | 3,743 | $230.4K | 0.01% | 00.0% | Unchanged |
| Callan Capital, LLC | 3,733 | $229.8K | 0.02% | +3,733 | New |
| Everence Capital Management Inc | 3,720 | $229.0K | 0.01% | +3,720 | New |
| Sym Financial Corp | 3,696 | $227.5K | 0.03% | +3,696 | New |
| Quent Capital, LLC | 3,692 | $227.2K | 0.02% | +163+4.6% | Added |
| Lazard Asset Management LLC | 3,655 | $224.0K | 0.00% | 00.0% | Unchanged |
| Morningstar Investment Management LLC | 3,612 | $222.0K | 0.02% | 00.0% | Unchanged |
| Kavar Capital Partners Group, LLC | 3,603 | $221.8K | 0.04% | 00.0% | Unchanged |
| Schonfeld Strategic Advisors LLC | 3,601 | $221.6K | 0.00% | −7,568−67.8% | Reduced |
| Massmutual Trust Co FSB | 3,586 | $220.7K | 0.01% | −1,421−28.4% | Reduced |
| EP Wealth Advisors, LLC | 3,566 | $219.5K | 0.00% | +315+9.7% | Added |
| OneAscent Financial Services LLC | 3,557 | $219.0K | 0.02% | +3,557 | New |
| Diametric Capital, LP | 3,543 | $218.1K | 0.15% | +3,543 | New |
| Aviva PLC | 3,534 | $217.5K | 0.00% | 00.0% | Unchanged |
| Greenleaf Trust | 3,499 | $215.4K | 0.00% | +52+1.5% | Added |
| PAX Financial Group, LLC | 3,485 | $214.5K | 0.04% | +20+0.6% | Added |
| Kingsview Wealth Management, LLC | 3,470 | $213.6K | 0.00% | +3,470 | New |
| Ameritas Advisory Services, LLC | 3,463 | $213.1K | 0.01% | −89−2.5% | Reduced |
| Cornerstone Wealth Management, LLC | 3,451 | $212.4K | 0.01% | −965−21.9% | Reduced |
| Wedmont Private Capital | 3,516 | $210.6K | 0.01% | +3,516 | New |
| Gries Financial LLC | 3,419 | $210.4K | 0.04% | +45+1.3% | Added |
| MUFG Securities Americas Inc. | 3,395 | $209.0K | 0.03% | +3,395 | New |
| Phoenix Wealth Advisors | 3,336 | $205.3K | 0.09% | −165−4.7% | Reduced |
| SRS Capital Advisors, Inc. | 3,327 | $204.8K | 0.01% | +24+0.7% | Added |
| Hager Investment Management Services, LLC | 3,320 | $204.3K | 0.13% | +3,320 | New |
| Trust Investment Advisors | 3,306 | $203.5K | 0.13% | +3,306 | New |
| Country Club Bank | 3,297 | $202.8K | 0.01% | +3,297 | New |
| Bedel Financial Consulting, Inc. | 3,121 | $202.8K | 0.03% | +3,121 | New |
| Sequoia Financial Advisors, LLC | 3,260 | $200.6K | 0.00% | +3,260 | New |
| Mather Group, LLC. | 3,231 | $198.9K | 0.00% | +173+5.7% | Added |
| Venturi Wealth Management, LLC | 3,228 | $198.7K | 0.01% | +1,842+132.9% | Added |
| Horizon Investments, LLC | 3,195 | $196.7K | 0.01% | +39+1.2% | Added |
| Bayforest Capital Ltd | 3,171 | $195.2K | 0.24% | +3,171 | New |
| State of Wyoming | 3,115 | $191.7K | 0.02% | +3,115 | New |
| Canada Post Corp Registered Pension Plan | 3,105 | $191.1K | 0.01% | +3,105 | New |
| Bessemer Group Inc | 2,968 | $183.0K | 0.00% | −88−2.9% | Reduced |
| Quest Partners LLC | 2,805 | $172.6K | 0.02% | +2,805 | New |
| GeoWealth Management, LLC | 2,803 | $172.5K | 0.01% | −752−21.2% | Reduced |
| Riggs Asset Managment Co. Inc. | 2,800 | $172.3K | 0.05% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 2,705 | $166.5K | 0.01% | +468+20.9% | Added |
| Global Retirement Partners, LLC | 2,688 | $165.4K | 0.00% | +655+32.2% | Added |
| Geneos Wealth Management Inc. | 2,678 | $164.8K | 0.01% | +1,115+71.3% | Added |
| Danske Bank A/S | 2,500 | $153.9K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 2,329 | $143.3K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 2,313 | $142.3K | 0.01% | +1,020+78.9% | Added |
| Tucker Asset Management LLC | 2,294 | $141.2K | 0.02% | −517−18.4% | Reduced |
| Y.D. More Investments Ltd | 2,274 | $140.0K | 0.01% | +19+0.8% | Added |
| Northwest & Ethical Investments L.P. | 2,200 | $135.2K | 0.00% | −1,100−33.3% | Reduced |
| HHM Wealth Advisors, LLC | 2,074 | $127.7K | 0.02% | 00.0% | Unchanged |
| Point72 Asia (Singapore) Pte. Ltd. | 1,994 | $122.8K | 0.03% | +1,994 | New |
| Quadrant Capital Group LLC | 1,965 | $120.9K | 0.01% | +92+4.9% | Added |
| Huntington National Bank | 1,891 | $116.4K | 0.00% | −71−3.6% | Reduced |
| Trust Co of Vermont | 1,870 | $115.1K | 0.01% | +285+18.0% | Added |
| Tradewinds Capital Management, LLC | 1,800 | $110.8K | 0.03% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 1,716 | $105.6K | 0.01% | −5−0.3% | Reduced |
| Ostrum Asset Management | 1,609 | $99.0K | 0.01% | −68−4.1% | Reduced |
| Ronald Blue Trust, Inc. | 1,604 | $98.7K | 0.00% | −544−25.3% | Reduced |
| Advantage Trust Co | 1,597 | $98.3K | 0.06% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 1,501 | $92.4K | 0.04% | 00.0% | Unchanged |
| Kestra Investment Management, LLC | 1,495 | $92.0K | 0.00% | +1,495 | New |
| Harbour Investments, Inc. | 1,469 | $90.4K | 0.00% | −87−5.6% | Reduced |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 1,427 | $87.9K | 0.02% | +359+33.6% | Added |
| Atwood & Palmer Inc | 1,269 | $78.1K | 0.01% | 00.0% | Unchanged |
| Hilltop National Bank | 1,267 | $78.0K | 0.02% | 00.0% | Unchanged |
| Peoples Bank | 1,255 | $77.2K | 0.05% | −200−13.7% | Reduced |
| First Horizon Advisors, Inc. | 1,212 | $74.7K | 0.00% | −9−0.7% | Reduced |
| Amica Retiree Medical Trust | 1,208 | $74.0K | 0.07% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 1,190 | $73.2K | 0.01% | +1,190 | New |
| Westside Investment Management, Inc. | 1,174 | $72.3K | 0.02% | 00.0% | Unchanged |
| MAI Capital Management | 1,158 | $71.3K | 0.00% | +1,158 | New |
| Simplex Trading, LLC | 1,123 | $69.0K | 0.00% | −2,947−72.4% | Reduced |
| Spire Wealth Management | 1,073 | $66.0K | 0.00% | +101+10.4% | Added |
| Continuum Advisory, LLC | 1,069 | $65.8K | 0.01% | 00.0% | Unchanged |