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 |
|---|---|---|---|---|---|
| Integrity Alliance, LLC. | 4,628 | $319.1K | 0.01% | +4,628 | New |
| Kentucky Trust Co | 4,645 | $320.3K | 0.19% | +36+0.8% | Added |
| Apollon Wealth Management, LLC | 4,645 | $320.3K | 0.01% | +4,645 | New |
| Empowered Funds, LLC | 4,648 | $320.5K | 0.00% | +758+19.5% | Added |
| Merit Financial Group, LLC | 4,663 | $321.5K | 0.00% | +288+6.6% | Added |
| NorthRock Partners, LLC | 4,683 | $322.9K | 0.01% | +28+0.6% | Added |
| MBB Public Markets I LLC | 4,683 | $322.9K | 0.04% | +4,683 | New |
| iA Global Asset Management Inc. | 4,685 | $323.0K | 0.01% | +4,685 | New |
| ISAM Funds (UK) Ltd | 4,705 | $324.4K | 0.16% | −8,938−65.5% | Reduced |
| Apollon Financial, LLC | 4,717 | $325.3K | 0.08% | +45+1.0% | Added |
| Federation des caisses Desjardins du Quebec | 4,723 | $325.7K | 0.00% | +922+24.3% | Added |
| MidWestOne Financial Group, Inc. | 4,749 | $327.4K | 0.05% | +189+4.1% | Added |
| Central Trust Co | 4,891 | $337.2K | 0.01% | 00.0% | Unchanged |
| Great Lakes Advisors, LLC | 4,925 | $339.6K | 0.00% | +4,925 | New |
| Vaughan David Investments LLC | 4,933 | $340.0K | 0.01% | −599−10.8% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 4,944 | $340.9K | 0.00% | +210+4.4% | Added |
| Equitable Holdings, Inc. | 4,945 | $341.0K | 0.00% | −525−9.6% | Reduced |
| Dark Forest Capital Management LP | 4,955 | $341.6K | 0.02% | −3,938−44.3% | Reduced |
| Gentry Private Wealth, LLC | 5,093 | $351.2K | 0.29% | +5,093 | New |
| GoalVest Advisory LLC | 5,096 | $351.4K | 0.10% | +3+0.1% | Added |
| Garrett Investment Advisors LLC | 5,117 | $352.8K | 0.03% | −28−0.5% | Reduced |
| USA Financial Portformulas Corp | 5,284 | $364.3K | 0.06% | +4,094+344.0% | Added |
| Garner Asset Management Corp | 5,295 | $365.1K | 0.16% | −192−3.5% | Reduced |
| MainStreet Investment Advisors LLC | 5,347 | $368.7K | 0.05% | +470+9.6% | Added |
| Vista Investment Partners LLC | 5,358 | $369.4K | 0.11% | 00.0% | Unchanged |
| Intrust Bank NA | 5,367 | $370.1K | 0.04% | 00.0% | Unchanged |
| Lifeworks Advisors, LLC | 5,399 | $372.2K | 0.06% | +843+18.5% | Added |
| Tocqueville Asset Management L.P. | 5,400 | $372.3K | 0.01% | 00.0% | Unchanged |
| Atom Investors LP | 5,436 | $374.8K | 0.05% | −18,733−77.5% | Reduced |
| Panagora Asset Management Inc | 5,478 | $377.7K | 0.00% | +286+5.5% | Added |
| Schulhoff & Co Inc | 5,500 | $379.2K | 0.17% | 00.0% | Unchanged |
| Sage Mountain Advisors LLC | 5,509 | $379.8K | 0.03% | −742−11.9% | Reduced |
| Naples Global Advisors, LLC | 5,514 | $380.2K | 0.04% | −99−1.8% | Reduced |
| Man Group plc | 5,532 | $381.4K | 0.00% | +5,532 | New |
| Savant Capital, LLC | 5,536 | $381.7K | 0.00% | −54,958−90.8% | Reduced |
| State of Wyoming | 5,586 | $385.2K | 0.05% | +2,471+79.3% | Added |
| Pensionmark Financial Group, LLC | 5,808 | $400.5K | 0.01% | −41−0.7% | Reduced |
| Uncommon Cents Investing LLC | 5,840 | $402.7K | 0.12% | −100−1.7% | Reduced |
| Bayforest Capital Ltd | 6,027 | $415.6K | 0.18% | +2,856+90.1% | Added |
| Waterfront Wealth Inc. | 6,041 | $416.5K | 0.10% | 00.0% | Unchanged |
| Kovitz Investment Group Partners, LLC | 6,065 | $418.2K | 0.00% | +88+1.5% | Added |
| Farther Finance Advisors, LLC | 6,068 | $418.7K | 0.01% | +3,363+124.3% | Added |
| Modern Wealth Management, LLC | 6,102 | $420.8K | 0.01% | −612−9.1% | Reduced |
| Blackhawk Capital Partners LLC. | 6,104 | $420.9K | 0.22% | −1,889−23.6% | Reduced |
| AE Wealth Management LLC | 6,193 | $427.0K | 0.00% | +129+2.1% | Added |
| NorthCrest Asset Manangement, LLC | 6,199 | $427.4K | 0.01% | +701+12.8% | Added |
| Financial Advisory Service, Inc. | 6,263 | $431.8K | 0.04% | +39+0.6% | Added |
| Scientech Research LLC | 6,282 | $433.1K | 0.11% | −9,356−59.8% | Reduced |
| Caliber Wealth Management, LLC | 6,446 | $444.5K | 0.06% | +6,446 | New |
| Signaturefd, LLC | 6,455 | $445.1K | 0.01% | +34+0.5% | Added |
| IFG Advisory, LLC | 6,460 | $445.4K | 0.02% | −37−0.6% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 6,475 | $446.5K | 0.03% | +6,475 | New |
| Atomi Financial Group, Inc. | 6,558 | $452.2K | 0.02% | −531−7.5% | Reduced |
| Kornitzer Capital Management Inc | 6,579 | $453.6K | 0.01% | 00.0% | Unchanged |
| BKD Wealth Advisors, LLC | 6,601 | $455.2K | 0.01% | +724+12.3% | Added |
| CoreFirst Bank & Trust | 6,615 | $456.1K | 0.29% | −208−3.0% | Reduced |
| Tokio Marine Asset Management Co Ltd | 6,712 | $462.8K | 0.02% | +795+13.4% | Added |
| Coldstream Capital Management Inc | 6,735 | $464.4K | 0.01% | +104+1.6% | Added |
| denkapparat Operations GmbH | 6,744 | $465.0K | 0.49% | +6,744 | New |
| Trust Co | 6,837 | $471.4K | 0.06% | −1,200−14.9% | Reduced |
| MML Investors Services, LLC | 6,838 | $472.0K | 0.00% | +1,083+18.8% | Added |
| NBC Securities, Inc. | 7,024 | $484.0K | 0.04% | +7,018+116,966.7% | Added |
| Ti-Trust, Inc | 7,047 | $485.9K | 0.32% | 00.0% | Unchanged |
| We Are One Seven, LLC | 7,072 | $487.6K | 0.02% | +504+7.7% | Added |
| Evoke Wealth, LLC | 7,095 | $489.2K | 0.01% | +323+4.8% | Added |
| Ci Investments Inc. | 7,116 | $491.0K | 0.00% | +476+7.2% | Added |
| Cresset Asset Management, LLC | 7,178 | $494.9K | 0.00% | −665−8.5% | Reduced |
| Nomura Holdings Inc | 7,263 | $500.8K | 0.00% | −12,416−63.1% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 7,281 | $502.0K | 0.03% | +7,281 | New |
| Northwestern Mutual Investment Management Company, LLC | 7,315 | $504.4K | 0.01% | +13+0.2% | Added |
| Lindbrook Capital, LLC | 7,348 | $506.6K | 0.05% | +6,562+834.9% | Added |
| Jeppson Wealth Management, LLC | 7,424 | $511.9K | 0.19% | −150−2.0% | Reduced |
| Novak & Powell Financial Services, Inc. | 7,495 | $516.8K | 0.32% | +71+1.0% | Added |
| Benjamin Edwards Inc | 7,563 | $521.5K | 0.01% | −84,010−91.7% | Reduced |
| Manning & Napier Advisors LLC | 7,577 | $522.4K | 0.01% | −1,912,471−99.6% | Reduced |
| Potomac Fund Management Inc | 7,850 | $525.5K | 0.23% | +642+8.9% | Added |
| GF Fund Management Co. Ltd. | 7,640 | $526.8K | 0.01% | +7,466+4,290.8% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 7,676 | $529.3K | 0.02% | −250−3.2% | Reduced |
| EP Wealth Advisors, LLC | 7,694 | $530.5K | 0.00% | +4,128+115.8% | Added |
| Sunbelt Securities, Inc. | 7,856 | $541.7K | 0.05% | −52−0.7% | Reduced |
| Allworth Financial LP | 7,967 | $544.0K | 0.00% | −8−0.1% | Reduced |
| Mattern Wealth Management LLC | 7,910 | $545.4K | 0.12% | 00.0% | Unchanged |
| Nicolet Bankshares Inc | 8,000 | $551.6K | 0.11% | 00.0% | Unchanged |
| Empirical Finance, LLC | 8,029 | $553.6K | 0.03% | +364+4.7% | Added |
| Transcend Wealth Collective, LLC | 8,064 | $556.0K | 0.04% | +49+0.6% | Added |
| United Capital Financial Advisers, LLC | 8,136 | $561.0K | 0.00% | +160+2.0% | Added |
| Hilltop Holdings Inc. | 8,143 | $561.4K | 0.04% | +1,442+21.5% | Added |
| AlphaStar Capital Management, LLC | 8,264 | $569.8K | 0.06% | +9+0.1% | Added |
| Buckingham Strategic Partners | 8,345 | $575.4K | 0.01% | +3,867+86.4% | Added |
| Coppell Advisory Solutions LLC | 8,365 | $576.5K | 0.09% | −4,770−36.3% | Reduced |
| Atria Investments LLC | 8,498 | $586.0K | 0.01% | +482+6.0% | Added |
| Turning Point Benefit Group, Inc. | 9,120 | $587.0K | 0.55% | +1,135+14.2% | Added |
| Virtus ETF Advisers LLC | 8,525 | $587.8K | 0.38% | +8,525 | New |
| Aster Capital Management (DIFC) Ltd | 8,569 | $590.5K | 0.11% | +8,569 | New |
| Northwest & Ethical Investments L.P. | 8,609 | $592.7K | 0.02% | +6,409+291.3% | Added |
| TownSquare Capital, LLC | 8,606 | $593.4K | 0.01% | −608−6.6% | Reduced |
| Evergreen Capital Management LLC | 8,610 | $593.7K | 0.02% | +973+12.7% | Added |
| Spirit of America Management Corp | 8,650 | $596.4K | 0.12% | +550+6.8% | Added |
| Stephenson National Bank & Trust | 8,725 | $601.6K | 0.22% | −583−6.3% | Reduced |
| Apexium Financial, LP | 8,728 | $601.8K | 0.04% | +71+0.8% | Added |