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.
| 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, Q1 2025
Shares, value and share of portfolio for each institution holding Evergy, Inc.; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Red Tortoise LLC | 312 | $21.5K | 0.01% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 660 | $22.0K | 0.02% | 00.0% | Unchanged |
| Ameriflex Group, Inc. | 320 | $22.1K | 0.01% | 00.0% | Unchanged |
| FSA Wealth Management LLC | 330 | $22.7K | 0.01% | 00.0% | Unchanged |
| Smithfield Trust Co | 330 | $23.0K | 0.00% | 00.0% | Unchanged |
| Compass Financial Services Inc | 346 | $23.9K | 0.01% | +346 | New |
| Bruce G. Allen Investments, LLC | 358 | $24.7K | 0.02% | 00.0% | Unchanged |
| BFSG, LLC | 365 | $25.2K | 0.00% | +365 | New |
| Roxbury Financial LLC | 378 | $26.0K | 0.03% | +5+1.3% | Added |
| Covestor Ltd | 391 | $27.0K | 0.02% | +186+90.7% | Added |
| Avion Wealth | 470 | $28.0K | 0.01% | 00.0% | Unchanged |
| Financial Avengers, Inc. | 425 | $29.3K | 0.01% | +5+1.2% | Added |
| Painted Porch Advisors LLC | 425 | $29.3K | 0.01% | 00.0% | Unchanged |
| Private Trust Co NA | 446 | $30.8K | 0.00% | −22−4.7% | Reduced |
| True Wealth Design, LLC | 458 | $31.6K | 0.01% | +101+28.3% | Added |
| Financial Network Wealth Management LLC | 478 | $32.0K | 0.01% | +478 | New |
| Alpine Bank Wealth Management | 467 | $32.2K | 0.01% | +467 | New |
| LRI Investments, LLC | 467 | $32.2K | 0.00% | +467 | New |
| Atlantic Trust, LLC | 471 | $32.5K | 0.01% | +471 | New |
| Carolina Wealth Advisors, LLC | 478 | $33.0K | 0.02% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 488 | $33.7K | 0.02% | +488 | New |
| Fairscale Capital, LLC | 492 | $33.9K | 0.03% | 00.0% | Unchanged |
| Hemington Wealth Management | 496 | $34.0K | 0.01% | +28+6.0% | Added |
| CoreCap Advisors, LLC | 497 | $34.2K | 0.00% | +109+28.1% | Added |
| Bank of Jackson Hole Trust | 498 | $34.3K | 0.02% | 00.0% | Unchanged |
| Motco | 499 | $34.4K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 534 | $36.8K | 0.01% | 00.0% | Unchanged |
| CNB Bank | 553 | $38.1K | 0.02% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 556 | $38.3K | 0.01% | 00.0% | Unchanged |
| MAI Capital Management | 569 | $39.3K | 0.00% | −589−50.9% | Reduced |
| Investment Management Corp | 569 | $39.3K | 0.04% | +357+168.4% | Added |
| Key Financial Inc | 598 | $41.2K | 0.01% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 598 | $41.2K | 0.01% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 600 | $41.4K | 0.00% | 00.0% | Unchanged |
| Delta Asset Management LLC | 605 | $41.7K | 0.00% | 00.0% | Unchanged |
| Mechanics Financial Corp | 605 | $41.7K | 0.02% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 606 | $41.8K | 0.00% | −140−18.8% | Reduced |
| Deseret Mutual Benefit Administrators | 650 | $44.8K | 0.02% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 658 | $45.4K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 676 | $46.6K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 682 | $47.0K | 0.00% | −9−1.3% | Reduced |
| Zions Bancorporation, National Association | 691 | $47.6K | 0.00% | +691 | New |
| Skopos Labs, Inc. | 710 | $48.9K | 0.01% | +489+221.3% | Added |
| MV Capital Management, Inc. | 725 | $50.0K | 0.01% | 00.0% | Unchanged |
| Rothschild Investment LLC | 732 | $50.5K | 0.00% | −9−1.2% | Reduced |
| Cromwell Holdings LLC | 732 | $50.5K | 0.03% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 740 | $51.0K | 0.02% | 00.0% | Unchanged |
| Centennial Bank | 777 | $53.6K | 0.03% | 00.0% | Unchanged |
| Whittier Trust Co | 781 | $53.8K | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 793 | $54.7K | 0.00% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 797 | $55.0K | 0.02% | −45−5.3% | Reduced |
| Principal Securities, Inc. | 899 | $55.3K | 0.00% | 00.0% | Unchanged |
| Riverview Trust Co | 804 | $55.4K | 0.05% | 00.0% | Unchanged |
| City Holding Co | 808 | $55.7K | 0.01% | 00.0% | Unchanged |
| City State Bank | 808 | $55.7K | 0.02% | 00.0% | Unchanged |
| National Pension Service | 840 | $57.9K | 0.00% | +359+74.6% | Added |
| SBI Securities Co., Ltd. | 842 | $58.1K | 0.00% | +45+5.6% | Added |
| Hughes Financial Services, LLC | 842 | $58.1K | 0.01% | +842 | New |
| Whittier Trust Co of Nevada Inc | 860 | $59.3K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 882 | $60.8K | 0.01% | +71+8.8% | Added |
| Asset Dedication, LLC | 886 | $61.1K | 0.00% | +14+1.6% | Added |
| Truvestments Capital LLC | 887 | $61.1K | 0.01% | +364+69.6% | Added |
| Crewe Advisors LLC | 900 | $62.1K | 0.01% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 1,010 | $62.2K | 0.02% | 00.0% | Unchanged |
| CVA Family Office, LLC | 908 | $62.6K | 0.01% | −42−4.4% | Reduced |
| Parkside Financial Bank & Trust | 924 | $63.7K | 0.01% | +126+15.8% | Added |
| Caldwell Sutter Capital, Inc. | 956 | $65.9K | 0.03% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 956 | $65.9K | 0.00% | −1,847−65.9% | Reduced |
| Rogco, LP | 962 | $66.3K | 0.03% | 00.0% | Unchanged |
| Mowery & Schoenfeld Wealth Management, LLC | 976 | $67.3K | 0.13% | −38−3.7% | Reduced |
| PSI Advisors, LLC | 999 | $68.9K | 0.02% | 00.0% | Unchanged |
| Richards, Merrill & Peterson, Inc. | 1,000 | $69.0K | 0.04% | 00.0% | Unchanged |
| First Financial Corp | 1,000 | $69.0K | 0.03% | 00.0% | Unchanged |
| Montag A & Associates Inc | 1,000 | $69.0K | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 1,000 | $69.0K | 0.01% | 00.0% | Unchanged |
| HM Payson & Co | 1,000 | $69.0K | 0.00% | 00.0% | Unchanged |
| Ruedi Wealth Management, Inc. | 1,000 | $69.0K | 0.02% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 1,000 | $69.0K | 0.01% | +1,000 | New |
| Spire Wealth Management | 1,010 | $69.6K | 0.00% | −63−5.9% | Reduced |
| Amica Retiree Medical Trust | 1,025 | $71.0K | 0.11% | −183−15.1% | Reduced |
| First Command Advisory Services, Inc. | 1,052 | $72.5K | 0.00% | +720+216.9% | Added |
| Continuum Advisory, LLC | 1,069 | $73.7K | 0.01% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 1,174 | $80.9K | 0.02% | 00.0% | Unchanged |
| Peoples Bank | 1,255 | $86.5K | 0.06% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 1,268 | $87.4K | 0.01% | −1−0.1% | Reduced |
| First Horizon Advisors, Inc. | 1,301 | $89.7K | 0.00% | +89+7.3% | Added |
| Harbour Investments, Inc. | 1,363 | $94.0K | 0.00% | −106−7.2% | Reduced |
| Boston Private Wealth LLC | 1,405 | $96.8K | 0.00% | +1,405 | New |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 1,437 | $99.1K | 0.02% | +10+0.7% | Added |
| Siemens Fonds Invest GmbH | 1,438 | $99.2K | 0.01% | +1,438 | New |
| Ronald Blue Trust, Inc. | 1,439 | $99.2K | 0.00% | −165−10.3% | Reduced |
| Creative Capital Management Investments LLC | 1,501 | $103.5K | 0.04% | 00.0% | Unchanged |
| Addison Advisors LLC | 1,514 | $104.4K | 0.03% | +1,241+454.6% | Added |
| Ostrum Asset Management | 1,569 | $108.2K | 0.01% | −40−2.5% | Reduced |
| EverSource Wealth Advisors, LLC | 1,736 | $119.7K | 0.01% | +1,257+262.4% | Added |
| Y.D. More Investments Ltd | 1,771 | $122.1K | 0.01% | −503−22.1% | Reduced |
| GPS Wealth Strategies Group, LLC | 1,782 | $122.9K | 0.02% | +66+3.8% | Added |
| Tradewinds Capital Management, LLC | 1,800 | $124.1K | 0.03% | 00.0% | Unchanged |
| Trust Co of Vermont | 1,870 | $128.9K | 0.01% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 1,940 | $133.7K | 0.01% | −1,387−41.7% | Reduced |