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 |
|---|---|---|---|---|---|
| HB Wealth Management, LLC | 8,773 | $604.9K | 0.01% | +829+10.4% | Added |
| Heartland Bank & Trust Co | 8,814 | $607.7K | 0.31% | +8,814 | New |
| FineMark National Bank & Trust | 8,842 | $609.7K | 0.02% | 00.0% | Unchanged |
| Shell Asset Management Co | 8,855 | $611.0K | 0.03% | −1,353−13.3% | Reduced |
| Blair William & Co | 8,943 | $616.6K | 0.00% | −1,506−14.4% | Reduced |
| Park Avenue Securities LLC | 8,966 | $618.0K | 0.01% | +1,156+14.8% | Added |
| Fairview Capital Investment Management, LLC | 9,000 | $620.5K | 0.03% | 00.0% | Unchanged |
| Prudent Man Advisors, LLC | 9,054 | $624.3K | 0.23% | +9,054 | New |
| Profund Advisors LLC | 9,057 | $624.5K | 0.03% | −3,362−27.1% | Reduced |
| DGS Capital Management, LLC | 9,118 | $628.7K | 0.17% | +3,324+57.4% | Added |
| Metis Global Partners, LLC | 9,143 | $630.4K | 0.02% | +1,497+19.6% | Added |
| Johnson Investment Counsel Inc | 9,173 | $632.5K | 0.01% | −369−3.9% | Reduced |
| Synovus Financial Corp | 9,243 | $637.3K | 0.01% | +431+4.9% | Added |
| HighPoint Advisor Group LLC | 9,292 | $640.3K | 0.04% | −1,089−10.5% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 9,407 | $640.8K | 0.01% | +2,320+32.7% | Added |
| Parallel Advisors, LLC | 9,338 | $643.9K | 0.01% | +227+2.5% | Added |
| Norinchukin Bank, The | 9,370 | $646.1K | 0.01% | +931+11.0% | Added |
| Agf Management Ltd | 9,551 | $658.5K | 0.00% | +9,551 | New |
| GTS Securities LLC | 9,674 | $667.0K | 0.03% | +9,674 | New |
| Crossmark Global Holdings, Inc. | 9,716 | $669.9K | 0.01% | −41−0.4% | Reduced |
| Wealthcare Advisory Partners LLC | 9,734 | $671.2K | 0.02% | +2,412+32.9% | Added |
| Moors & Cabot, Inc. | 9,881 | $681.3K | 0.03% | −75−0.8% | Reduced |
| AGH Wealth Advisors, LLC | 9,900 | $682.6K | 0.66% | 00.0% | Unchanged |
| Integrated Wealth Concepts LLC | 10,016 | $690.6K | 0.01% | −570−5.4% | Reduced |
| Iams Wealth Management, LLC | 10,032 | $691.8K | 0.32% | −558−5.3% | Reduced |
| Janney Montgomery Scott LLC | 10,041 | $692.0K | 0.00% | +18+0.2% | Added |
| Smith, Moore & Co. | 10,134 | $698.7K | 0.06% | +582+6.1% | Added |
| Advisory Services Network, LLC | 10,139 | $699.1K | 0.01% | +734+7.8% | Added |
| Chicago Partners Investment Group LLC | 10,042 | $699.3K | 0.02% | +1,971+24.4% | Added |
| RIA Advisory Group LLC | 10,170 | $701.2K | 0.23% | +10,170 | New |
| Amica Mutual Insurance Co | 10,201 | $703.0K | 0.08% | 00.0% | Unchanged |
| Independent Advisor Alliance | 10,226 | $705.1K | 0.02% | −283−2.7% | Reduced |
| RSM US Wealth Management LLC | 10,237 | $705.8K | 0.01% | +1,074+11.7% | Added |
| Maryland State Retirement & Pension System | 10,408 | $717.6K | 0.02% | −1,481−12.5% | Reduced |
| Lion Street Advisors, LLC | 10,508 | $724.5K | 0.23% | −2,982−22.1% | Reduced |
| Centiva Capital, LP | 10,633 | $733.1K | 0.04% | +10,633 | New |
| New Mexico Educational Retirement Board | 10,750 | $741.0K | 0.03% | −200−1.8% | Reduced |
| Grantham, Mayo, Van Otterloo & Co. LLC | 10,757 | $741.7K | 0.00% | +10,757 | New |
| Verity Asset Management, Inc. | 10,821 | $746.1K | 0.30% | +300+2.9% | Added |
| Pallas Capital Advisors LLC | 10,855 | $748.5K | 0.03% | +708+7.0% | Added |
| MQS Management LLC | 10,859 | $748.7K | 0.43% | +10,859 | New |
| Cornercap Investment Counsel Inc | 11,315 | $780.2K | 0.41% | +11,315 | New |
| Altfest L J & Co Inc | 11,348 | $782.4K | 0.10% | +1,954+20.8% | Added |
| Gibson Wealth Advisors LLC | 11,400 | $786.0K | 0.63% | 00.0% | Unchanged |
| Moody National Bank Trust Division | 11,480 | $791.5K | 0.08% | +14+0.1% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 11,619 | $801.0K | 0.01% | +4,746+69.1% | Added |
| SG Americas Securities, LLC | 11,901 | $821.0K | 0.00% | −909,645−98.7% | Reduced |
| Kestra Advisory Services, LLC | 12,079 | $832.8K | 0.00% | −7,438−38.1% | Reduced |
| Securian Asset Management, Inc | 12,091 | $833.7K | 0.03% | −200−1.6% | Reduced |
| Janus Henderson Group PLC | 12,348 | $838.1K | 0.00% | −8,610−41.1% | Reduced |
| Sherbrooke Park Advisers LLC | 12,278 | $846.6K | 0.39% | +1,696+16.0% | Added |
| Concurrent Investment Advisors, LLC | 12,338 | $850.7K | 0.02% | +3,203+35.1% | Added |
| Louisiana State Employees Retirement System | 12,400 | $855.0K | 0.02% | 00.0% | Unchanged |
| Prime Capital Investment Advisors, LLC | 12,406 | $855.4K | 0.01% | +2,899+30.5% | Added |
| Royal London Asset Management Ltd | 12,447 | $858.2K | 0.00% | +12,447 | New |
| Point72 Asia (Singapore) Pte. Ltd. | 12,451 | $858.5K | 0.23% | +10,457+524.4% | Added |
| Contravisory Investment Management, Inc. | 12,563 | $866.2K | 0.18% | +12,563 | New |
| Sierra Summit Advisors LLC | 12,640 | $871.5K | 0.19% | +386+3.1% | Added |
| Change Path, LLC | 12,712 | $876.5K | 0.03% | −136−1.1% | Reduced |
| Keybank National Association | 12,739 | $878.4K | 0.00% | +6,839+115.9% | Added |
| Meeder Advisory Services, Inc. | 12,803 | $882.8K | 0.05% | +305+2.4% | Added |
| Sterling Capital Management LLC | 13,002 | $896.5K | 0.01% | −701−5.1% | Reduced |
| Gulf International Bank (UK) Ltd | 13,107 | $903.0K | 0.03% | −5,000−27.6% | Reduced |
| Albion Financial Group | 13,183 | $909.0K | 0.06% | 00.0% | Unchanged |
| Intrua Financial, LLC | 13,349 | $920.4K | 0.14% | +2,035+18.0% | Added |
| Exchange Traded Concepts, LLC | 13,660 | $941.9K | 0.02% | −385−2.7% | Reduced |
| NEOS Investment Management LLC | 13,688 | $943.8K | 0.02% | +2,505+22.4% | Added |
| Huber Capital Management LLC | 13,767 | $949.2K | 0.18% | +4,600+50.2% | Added |
| Colony Group, LLC | 13,791 | $950.9K | 0.00% | +760+5.8% | Added |
| Landscape Capital Management, L.L.C. | 13,954 | $962.1K | 0.09% | −4,788−25.5% | Reduced |
| Hartford Investment Management Co | 14,034 | $967.6K | 0.03% | −146−1.0% | Reduced |
| GWM Advisors LLC | 14,064 | $969.7K | 0.01% | −505−3.5% | Reduced |
| SeaCrest Wealth Management, LLC | 14,109 | $972.8K | 0.11% | +534+3.9% | Added |
| GAMMA Investing LLC | 14,120 | $973.6K | 0.07% | +2,326+19.7% | Added |
| WESPAC Advisors, LLC | 14,221 | $980.5K | 0.80% | +14,221 | New |
| Penserra Capital Management LLC | 14,379 | $991.0K | 0.02% | +13,797+2,370.6% | Added |
| CAPROCK Group, Inc. | 14,479 | $998.3K | 0.03% | +2,373+19.6% | Added |
| T. Rowe Price Investment Management, Inc. | 14,607 | $1.01M | 0.00% | +8,998+160.4% | Added |
| Prelude Capital Management, LLC | 14,716 | $1.01M | 0.10% | −14,872−50.3% | Reduced |
| Lazard Asset Management LLC | 15,055 | $1.04M | 0.00% | +11,400+311.9% | Added |
| Toroso Investments, LLC | 15,071 | $1.04M | 0.01% | −693−4.4% | Reduced |
| Rockland Trust Co | 15,136 | $1.04M | 0.05% | −849−5.3% | Reduced |
| Dynamic Technology Lab Private Ltd | 15,159 | $1.04M | 0.15% | +15,159 | New |
| Alpine Woods Capital Investors, LLC | 15,191 | $1.05M | 0.26% | +15,191 | New |
| Kentucky Retirement Systems | 15,201 | $1.05M | 0.03% | −601−3.8% | Reduced |
| Prudential PLC | 15,310 | $1.06M | 0.01% | 00.0% | Unchanged |
| Steel Peak Wealth Management LLC | 15,986 | $1.10M | 0.05% | +406+2.6% | Added |
| Davis Capital Management | 16,340 | $1.13M | 0.90% | +5,292+47.9% | Added |
| Sanctuary Advisors, LLC | 16,347 | $1.13M | 0.01% | −8,919−35.3% | Reduced |
| Vident Advisory, LLC | 16,380 | $1.13M | 0.02% | +9,409+135.0% | Added |
| KBC Group NV | 16,391 | $1.13M | 0.00% | +3,622+28.4% | Added |
| Hennion & Walsh Asset Management, Inc. | 16,719 | $1.15M | 0.05% | +6,027+56.4% | Added |
| Ethic Inc. | 17,093 | $1.18M | 0.02% | +1,364+8.7% | Added |
| XTX Topco Ltd | 17,239 | $1.19M | 0.06% | +2,088+13.8% | Added |
| Wellington Management Group LLP | 17,452 | $1.20M | 0.00% | +17,452 | New |
| Truist Financial Corp | 17,471 | $1.20M | 0.00% | −2,269−11.5% | Reduced |
| Miller Howard Investments Inc | 17,588 | $1.21M | 0.04% | +5,847+49.8% | Added |
| Brookmont Capital Management | 17,609 | $1.21M | 0.69% | −786−4.3% | Reduced |
| Financial Partners Group, Inc | 17,627 | $1.22M | 0.19% | +1,333+8.2% | Added |
| Teachers Retirement System of the State of Kentucky | 17,773 | $1.23M | 0.01% | +765+4.5% | Added |