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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, Q1 2025

Institutional positions in Evergy, Inc. as of Mar 31, 2025. 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
821
+53 vs. Q4 2024
Shares held
202.0M
+1.07M (+0.5%) vs. Q4 2024
Total value
$13.9B
+$1.56B (+12.6%) vs. Q4 2024
New holders
115
334 more added
Sold out
62
234 more reduced

8 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 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.

Institutional holdersQ1 2025: 821 institutions
Q1 2021: 586 institutionsQ2 2021: 581 institutionsQ3 2021: 593 institutionsQ4 2021: 633 institutionsQ1 2022: 641 institutionsQ2 2022: 640 institutionsQ3 2022: 651 institutionsQ4 2022: 686 institutionsQ1 2023: 654 institutionsQ2 2023: 664 institutionsQ3 2023: 663 institutionsQ4 2023: 706 institutionsQ1 2024: 693 institutionsQ2 2024: 702 institutionsQ3 2024: 722 institutionsQ4 2024: 776 institutionsQ1 2025: 821 institutionsQ2 2025: 821 institutionsQ3 2025: 854 institutionsQ4 2025: 925 institutionsQ1 2026: 924 institutionsQ2 2026: 948 institutions
Value heldQ1 2025: $13.9B
Q1 2021: $11.3BQ2 2021: $11.9BQ3 2021: $12.3BQ4 2021: $13.7BQ1 2022: $13.0BQ2 2022: $12.5BQ3 2022: $11.4BQ4 2022: $12.0BQ1 2023: $11.8BQ2 2023: $11.1BQ3 2023: $9.73BQ4 2023: $10.5BQ1 2024: $10.4BQ2 2024: $10.4BQ3 2024: $12.3BQ4 2024: $12.5BQ1 2025: $13.9BQ2 2025: $14.3BQ3 2025: $16.3BQ4 2025: $15.4BQ1 2026: $17.6BQ2 2026: $18.8B
Institutions holding EVRG and their total value by quarter
QuarterHoldersValue
Q2 2026948$18.8B
Q1 2026924$17.6B
Q4 2025925$15.4B
Q3 2025854$16.3B
Q2 2025821$14.3B
Q1 2025821$13.9B
Q4 2024776$12.5B
Q3 2024722$12.3B
Q2 2024702$10.4B
Q1 2024693$10.4B
Q4 2023706$10.5B
Q3 2023663$9.73B
Q2 2023664$11.1B
Q1 2023654$11.8B
Q4 2022686$12.0B
Q3 2022651$11.4B
Q2 2022640$12.5B
Q1 2022641$13.0B
Q4 2021633$13.7B
Q3 2021593$12.3B
Q2 2021581$11.9B
Q1 2021586$11.3B

Institutions, Q1 2025

Shares, value and share of portfolio for each institution holding Evergy, Inc.; share changes are against Q4 2024.

Institutions holding EVRG in Q1 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Winthrop Capital Management, LLC5$00.00%00.0%Unchanged
Kiker Wealth Management, LLC0$60.00%0New
Leonteq Securities AG1$690.00%00.0%Unchanged
Rakuten Securities, Inc.1$690.00%00.0%Unchanged
Retirement Wealth Solutions LLC1$690.00%00.0%Unchanged
Perkins Coie Trust Co2$1370.00%+2New
Stonebridge Financial Group, LLC2$1380.00%+2New
Bartlett & Co. Wealth Management LLC2$1380.00%+2New
HFM Investment Advisors, LLC3$2070.00%+3New
Bay Harbor Wealth Management, LLC4$2750.00%+4New
West Branch Capital LLC4$2760.00%00.0%Unchanged
Chesapeake Asset Management LLC5$3440.00%00.0%Unchanged
Creative Financial Designs Inc5$3450.00%+5New
Winnow Wealth LLC7$4690.00%+3+75.0%Added
Colonial Trust Co8$5520.00%−513−98.5%Reduced
WPG Advisers, LLC8$5520.00%00.0%Unchanged
Rialto Wealth Management, LLC8$5520.00%+8New
Orion Capital Management LLC10$6900.00%00.0%Unchanged
Rise Advisors, LLC10$6900.00%+10New
ORG Partners LLC10$6900.00%+10New
Bullock Wealth Management Group11$7470.00%00.0%Unchanged
Cornerstone Planning Group LLC12$8170.00%+5+71.4%Added
Highline Wealth Partners LLC13$8960.00%+13New
Nova Wealth Management, Inc.14$9650.00%00.0%Unchanged
UMA Financial Services, Inc.15$1.03K0.00%−497−97.1%Reduced
WealthTrak Capital Management LLC15$1.03K0.00%+5+50.0%Added
Whipplewood Advisors, LLC27$1.24K0.00%+9+50.0%Added
Clark Wealth Partners18$1.24K0.00%+5+38.5%Added
DiNuzzo Private Wealth, Inc.20$1.38K0.00%+2+11.1%Added
NewSquare Capital LLC21$1.45K0.00%−11−34.4%Reduced
Brown, Lisle/Cummings, Inc.21$1.45K0.00%+21New
Global Financial Private Client, LLC22$1.52K0.00%+15+214.3%Added
SJS Investment Consulting Inc.23$1.59K0.00%+2+9.5%Added
Osterweis Capital Management Inc25$1.72K0.00%+25New
Private Wealth Asset Management, LLC26$1.79K0.00%+26New
Accredited Wealth Management, LLC29$2.00K0.00%00.0%Unchanged
Nemes Rush Group LLC30$2.07K0.00%00.0%Unchanged
Lord & Richards Wealth Management, LLC31$2.14K0.00%+31New
Halbert Hargrove Global Advisors, LLC31$2.16K0.00%+31New
TFC Financial Management32$2.21K0.00%00.0%Unchanged
Synergy Investment Management, LLC36$2.48K0.00%00.0%Unchanged
10Elms LLP36$2.48K0.00%00.0%Unchanged
Manchester Capital Management LLC39$2.69K0.00%+27+225.0%Added
Olistico Wealth, LLC41$2.83K0.00%+41New
Ogorek Anthony Joseph58$3.00K0.00%+58New
AdvisorNet Financial, Inc49$3.38K0.00%−358−88.0%Reduced
Fortitude Family Office, LLC51$3.52K0.00%−269−84.1%Reduced
CBIZ Investment Advisory Services, LLC52$3.58K0.00%00.0%Unchanged
Kayne Anderson Rudnick Investment Management LLC54$3.72K0.00%−48−47.1%Reduced
Dunhill Financial, LLC55$3.77K0.00%−4−6.8%Reduced
Lowe Wealth Advisors, LLC55$3.79K0.00%00.0%Unchanged
Sierra Ocean, LLC58$4.00K0.00%00.0%Unchanged
Armstrong Advisory Group, Inc67$4.12K0.00%00.0%Unchanged
Financial Management Professionals, Inc.61$4.21K0.00%00.0%Unchanged
Hollencrest Capital Management65$4.48K0.00%00.0%Unchanged
Cape Investment Advisory, Inc.72$5.00K0.00%+50+227.3%Added
Salem Investment Counselors Inc78$5.38K0.00%−32−29.1%Reduced
Bellevue Asset Management, LLC82$5.71K0.00%00.0%Unchanged
Prestige Wealth Management Group LLC85$5.86K0.00%00.0%Unchanged
Washington Trust Co90$6.21K0.00%−179−66.5%Reduced
Saudi Central Bank90$6.21K0.03%+90New
Annis Gardner Whiting Capital Advisors, LLC92$6.34K0.00%00.0%Unchanged
Bell Investment Advisors, Inc99$6.83K0.00%00.0%Unchanged
Advantage Trust Co100$6.89K0.00%−1,497−93.7%Reduced
New England Capital Financial Advisors LLC100$6.89K0.00%00.0%Unchanged
Gen-Wealth Partners Inc107$7.38K0.00%−56−34.4%Reduced
Ritter Daniher Financial Advisory LLC109$7.52K0.00%00.0%Unchanged
JFS Wealth Advisors, LLC112$7.72K0.00%+2+1.8%Added
TSFG, LLC113$8.00K0.00%00.0%Unchanged
North Star Investment Management Corp.119$8.21K0.00%00.0%Unchanged
Aspect Partners, LLC119$8.21K0.00%00.0%Unchanged
Aviso Financial Inc.137$9.45K0.00%−11,286−98.8%Reduced
High Note Wealth, LLC142$9.79K0.00%00.0%Unchanged
Paladin Advisory Group, LLC145$10.0K0.01%00.0%Unchanged
Capital Advisors, Ltd. LLC149$10.0K0.00%00.0%Unchanged
Koesten, Hirschmann & Crabtree, INC.151$10.4K0.01%00.0%Unchanged
Capital Analysts, LLC166$11.0K0.00%+148+822.2%Added
CGC Financial Services, LLC164$11.3K0.00%00.0%Unchanged
Raleigh Capital Management Inc.175$12.0K0.01%−174−49.9%Reduced
TCTC Holdings, LLC184$12.7K0.00%+92+100.0%Added
GW&K Investment Management, LLC189$13.0K0.00%+7+3.8%Added
GHP Investment Advisors, Inc.190$13.1K0.00%00.0%Unchanged
Rossby Financial, LCC200$13.6K0.01%+200New
Clearstead Advisors, LLC198$13.7K0.00%+4+2.1%Added
Flagship Wealth Advisors, LLC200$13.8K0.01%00.0%Unchanged
Vermillion & White Wealth Management Group, LLC209$14.4K0.01%00.0%Unchanged
Kestra Investment Management, LLC212$14.6K0.00%−1,283−85.8%Reduced
Evermay Wealth Management LLC220$15.2K0.00%00.0%Unchanged
Missouri Trust & Investment Co226$15.6K0.01%00.0%Unchanged
Global X Japan Co., Ltd.239$16.5K0.00%+18+8.1%Added
Acadian Asset Management LLC260$17.0K0.00%00.0%Unchanged
Farmers & Merchants Trust Co of Chambersburg PA250$17.0K0.01%+250New
Private Wealth Management Group, LLC260$17.9K0.01%00.0%Unchanged
Mark Sheptoff Financial Planning, LLC269$18.5K0.01%00.0%Unchanged
JNBA Financial Advisors273$18.8K0.00%00.0%Unchanged
Atlas Capital Advisors LLC284$19.6K0.00%+284New
South State Corp.286$19.7K0.00%+286New
Valley National Advisers Inc303$20.0K0.00%+4+1.3%Added
Foster Dykema Cabot & Partners, LLC299$20.6K0.00%00.0%Unchanged
WealthCollab, LLC304$21.0K0.01%+85+38.8%Added