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 |
|---|---|---|---|---|---|
| Quadrant Capital Group LLC | 1,958 | $135.0K | 0.01% | −7−0.4% | Reduced |
| HHM Wealth Advisors, LLC | 2,074 | $143.0K | 0.02% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 2,133 | $147.1K | 0.02% | +1,383+184.4% | Added |
| Brown Brothers Harriman & Co | 2,245 | $154.8K | 0.00% | +1,996+801.6% | Added |
| Ameritas Investment Partners, Inc. | 2,329 | $160.6K | 0.01% | 00.0% | Unchanged |
| Virtus Investment Advisers, Inc. | 2,440 | $168.2K | 0.05% | −6,965−74.1% | Reduced |
| Smartleaf Asset Management LLC | 2,543 | $172.6K | 0.02% | +230+9.9% | Added |
| CX Institutional | 2,599 | $179.0K | 0.01% | +2,599 | New |
| Riggs Asset Managment Co. Inc. | 2,800 | $193.1K | 0.06% | 00.0% | Unchanged |
| Burton Enright Welch | 2,904 | $200.2K | 0.04% | +2,904 | New |
| Barnes Wealth Management Group, Inc | 2,909 | $200.6K | 0.13% | +2,909 | New |
| CFS Investment Advisory Services, LLC | 2,927 | $202.0K | 0.02% | +2,927 | New |
| Fieldview Capital Management, LLC | 2,939 | $202.6K | 0.03% | +2,939 | New |
| Institute for Wealth Management, LLC. | 2,958 | $204.0K | 0.03% | +2,958 | New |
| King Luther Capital Management Corp | 2,981 | $205.5K | 0.00% | +2,981 | New |
| Bessemer Group Inc | 3,012 | $208.0K | 0.00% | +44+1.5% | Added |
| Sequoia Financial Advisors, LLC | 3,019 | $208.1K | 0.00% | −241−7.4% | Reduced |
| Bedel Financial Consulting, Inc. | 3,046 | $211.0K | 0.03% | −75−2.4% | Reduced |
| Beacon Pointe Advisors, LLC | 3,074 | $211.9K | 0.00% | +3,074 | New |
| Clearwater Capital Advisors, LLC | 3,074 | $212.0K | 0.02% | +3,074 | New |
| Nova R Wealth, Inc. | 3,103 | $214.0K | 0.11% | +3,103 | New |
| Guyasuta Investment Advisors Inc | 3,115 | $214.8K | 0.01% | +3,115 | New |
| Frank, Rimerman Advisors LLC | 3,124 | $215.4K | 0.02% | +3,124 | New |
| Freestone Capital Holdings, LLC | 3,173 | $218.8K | 0.01% | +3,173 | New |
| Ifrah Financial Services, Inc. | 3,187 | $219.7K | 0.06% | +3,187 | New |
| Quent Capital, LLC | 3,219 | $222.0K | 0.02% | −473−12.8% | Reduced |
| Leavell Investment Management, Inc. | 3,228 | $222.6K | 0.01% | +3,228 | New |
| United Services Automobile Association | 3,289 | $223.2K | 0.01% | +3,289 | New |
| Commerzbank Aktiengesellschaft | 3,239 | $224.0K | 0.01% | +3,239 | New |
| Advisory Alpha, LLC | 3,279 | $226.1K | 0.01% | +3,279 | New |
| Quest Partners LLC | 3,297 | $227.3K | 0.02% | +492+17.5% | Added |
| Phoenix Wealth Advisors | 3,301 | $227.6K | 0.10% | −35−1.0% | Reduced |
| Larson Financial Group LLC | 3,317 | $228.7K | 0.01% | −5,954−64.2% | Reduced |
| Wedmont Private Capital | 3,439 | $228.8K | 0.01% | −77−2.2% | Reduced |
| Hager Investment Management Services, LLC | 3,320 | $228.9K | 0.16% | 00.0% | Unchanged |
| Horizon Investments, LLC | 3,353 | $231.2K | 0.01% | +158+4.9% | Added |
| Baker Avenue Asset Management, LP | 3,365 | $232.0K | 0.01% | +3,365 | New |
| Longboard Asset Management, LP | 3,396 | $234.2K | 0.69% | +3,396 | New |
| Greenleaf Trust | 3,481 | $240.0K | 0.00% | −18−0.5% | Reduced |
| Gries Financial LLC | 3,484 | $240.2K | 0.05% | +65+1.9% | Added |
| LexAurum Advisors, LLC | 3,505 | $241.7K | 0.05% | +3,505 | New |
| Aviva PLC | 3,534 | $243.7K | 0.00% | 00.0% | Unchanged |
| Cornerstone Wealth Management, LLC | 3,540 | $244.1K | 0.02% | +89+2.6% | Added |
| PAX Financial Group, LLC | 3,554 | $245.1K | 0.04% | +69+2.0% | Added |
| Resources Investment Advisors, LLC. | 3,564 | $245.8K | 0.00% | −2,584−42.0% | Reduced |
| Kavar Capital Partners Group, LLC | 3,603 | $248.4K | 0.04% | 00.0% | Unchanged |
| Two Sigma Securities, LLC | 3,610 | $248.9K | 0.04% | −7,102−66.3% | Reduced |
| OneAscent Financial Services LLC | 3,604 | $249.0K | 0.02% | +47+1.3% | Added |
| Tradewinds, LLC. | 3,612 | $249.0K | 0.07% | +14+0.4% | Added |
| Danske Bank A/S | 3,650 | $251.7K | 0.00% | +1,150+46.0% | Added |
| Gradient Investments LLC | 3,661 | $252.4K | 0.01% | +3,661 | New |
| Ballentine Partners, LLC | 3,683 | $253.9K | 0.00% | +3,683 | New |
| Massmutual Trust Co FSB | 3,684 | $254.0K | 0.01% | +98+2.7% | Added |
| Everence Capital Management Inc | 3,720 | $256.0K | 0.02% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 3,882 | $256.8K | 0.01% | +419+12.1% | Added |
| Venturi Wealth Management, LLC | 3,729 | $257.1K | 0.01% | +501+15.5% | Added |
| Smith Chas P & Associates Pa Cpas | 3,735 | $257.5K | 0.01% | +3,735 | New |
| Schonfeld Strategic Advisors LLC | 3,736 | $257.6K | 0.00% | +135+3.7% | Added |
| Texas Yale Capital Corp. | 3,743 | $258.1K | 0.01% | 00.0% | Unchanged |
| First National Advisers, LLC | 3,761 | $259.3K | 0.04% | 00.0% | Unchanged |
| Stephens Inc | 3,768 | $259.8K | 0.00% | +3,768 | New |
| D.A. Davidson & Co. | 3,802 | $262.2K | 0.00% | +4+0.1% | Added |
| Midwest Financial Group LLC | 3,803 | $262.2K | 0.15% | −5,306−58.3% | Reduced |
| Glenview Trust Co | 3,804 | $262.3K | 0.01% | +3,804 | New |
| IFP Advisors, Inc | 3,811 | $262.8K | 0.01% | −6,100−61.5% | Reduced |
| V-Square Quantitative Management LLC | 3,823 | $263.6K | 0.04% | −615−13.9% | Reduced |
| Legacy Financial Strategies, LLC | 3,831 | $264.2K | 0.06% | 00.0% | Unchanged |
| Sym Financial Corp | 3,833 | $264.3K | 0.03% | +137+3.7% | Added |
| Sowell Financial Services LLC | 3,872 | $267.0K | 0.01% | +3,872 | New |
| Envestnet Portfolio Solutions, Inc. | 3,899 | $268.9K | 0.00% | −8,496−68.5% | Reduced |
| Marcum Wealth, LLC | 3,922 | $270.4K | 0.02% | +69+1.8% | Added |
| Geneos Wealth Management Inc. | 3,925 | $270.6K | 0.01% | +1,247+46.6% | Added |
| Trust Co of Kansas | 3,926 | $271.0K | 0.14% | −1,560−28.4% | Reduced |
| Alpha Family Trust | 3,970 | $273.7K | 0.16% | 00.0% | Unchanged |
| Bank & Trust Co | 3,978 | $274.3K | 0.22% | −62−1.5% | Reduced |
| Callan Capital, LLC | 3,990 | $275.1K | 0.02% | +257+6.9% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 4,042 | $278.7K | 0.01% | +4,042 | New |
| KCM Investment Advisors LLC | 4,054 | $279.5K | 0.01% | −1,892−31.8% | Reduced |
| Kimelman & Baird, LLC | 4,054 | $279.5K | 0.02% | 00.0% | Unchanged |
| MUFG Securities Americas Inc. | 4,071 | $280.7K | 0.03% | +676+19.9% | Added |
| Steward Partners Investment Advisory, LLC | 4,073 | $280.8K | 0.00% | +200+5.2% | Added |
| Black Diamond Financial, LLC | 4,075 | $281.0K | 0.04% | +10+0.2% | Added |
| Summit Trail Advisors, LLC | 4,139 | $285.4K | 0.01% | −2,776−40.1% | Reduced |
| Mather Group, LLC. | 4,147 | $285.9K | 0.00% | +916+28.4% | Added |
| Triad Wealth Partners, LLC | 4,230 | $291.7K | 0.09% | −102−2.4% | Reduced |
| Sound Stewardship, LLC | 4,232 | $291.8K | 0.17% | 00.0% | Unchanged |
| Eastern Bank | 4,232 | $291.8K | 0.01% | +269+6.8% | Added |
| Brighton Jones LLC | 4,252 | $293.2K | 0.01% | +82+2.0% | Added |
| Horizon Investment Services, LLC | 4,302 | $296.7K | 0.14% | +63+1.5% | Added |
| Artisan Partners Limited Partnership | 4,308 | $297.0K | 0.00% | 00.0% | Unchanged |
| PFG Investments, LLC | 4,314 | $297.5K | 0.02% | +17+0.4% | Added |
| Probity Advisors, Inc. | 4,335 | $298.9K | 0.06% | −24−0.6% | Reduced |
| Valeo Financial Advisors, LLC | 4,414 | $304.4K | 0.01% | +126+2.9% | Added |
| Walker Asset Management, LLC | 4,433 | $305.6K | 0.19% | +35+0.8% | Added |
| B. Metzler seel. Sohn & Co. AG | 4,524 | $311.9K | 0.00% | 00.0% | Unchanged |
| Kestra Private Wealth Services, LLC | 4,562 | $314.6K | 0.01% | +396+9.5% | Added |
| Integris Wealth Management, LLC | 4,570 | $315.1K | 0.09% | 00.0% | Unchanged |
| Sound View Wealth Advisors Group, LLC | 4,572 | $315.2K | 0.03% | −1,800−28.2% | Reduced |
| Huntington National Bank | 4,572 | $315.2K | 0.00% | +2,681+141.8% | Added |
| Golden State Equity Partners | 4,592 | $316.6K | 0.06% | +642+16.3% | Added |