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 |
|---|---|---|---|---|---|
| Allstate Corp | 20,791 | $1.43M | 0.04% | +12,889+163.1% | Added |
| J.W. Cole Advisors, Inc. | 20,770 | $1.43M | 0.04% | +4,229+25.6% | Added |
| Rafferty Asset Management, LLC | 20,696 | $1.43M | 0.01% | −5,116−19.8% | Reduced |
| Rakuten Investment Management, Inc. | 21,020 | $1.43M | 0.01% | +21,020 | New |
| Schnieders Capital Management LLC | 20,673 | $1.43M | 0.30% | 00.0% | Unchanged |
| Public Employees Retirement Association of Colorado | 20,530 | $1.42M | 0.01% | 00.0% | Unchanged |
| Pathstone Holdings, LLC | 20,519 | $1.41M | 0.01% | +179+0.9% | Added |
| Tower Research Capital LLC (TRC) | 20,506 | $1.41M | 0.04% | +3,773+22.5% | Added |
| IHT Wealth Management, LLC | 20,316 | $1.40M | 0.04% | −19,960−49.6% | Reduced |
| Adamsbrown Wealth Consultants LLC | 20,159 | $1.39M | 0.44% | +94+0.5% | Added |
| Oregon Public Employees Retirement Fund | 19,735 | $1.36M | 0.03% | +10+0.1% | Added |
| O'Shaughnessy Asset Management, LLC | 19,526 | $1.35M | 0.01% | +2,906+17.5% | Added |
| Woodline Partners LP | 19,429 | $1.34M | 0.01% | +5,618+40.7% | Added |
| Wealthspire Advisors, LLC | 19,178 | $1.32M | 0.01% | −425−2.2% | Reduced |
| Fifth Third Bancorp | 18,769 | $1.29M | 0.00% | −62−0.3% | Reduced |
| Pensionfund Sabic | 18,600 | $1.28M | 0.38% | −5,400−22.5% | Reduced |
| Mizuho Securities USA LLC | 18,414 | $1.27M | 0.03% | −3,383−15.5% | Reduced |
| Headlands Technologies LLC | 18,196 | $1.25M | 0.14% | −42,155−69.8% | Reduced |
| Private Advisor Group, LLC | 18,047 | $1.24M | 0.01% | +1,021+6.0% | Added |
| DekaBank Deutsche Girozentrale | 18,435 | $1.24M | 0.00% | −128−0.7% | Reduced |
| Bryn Mawr Trust Co | 17,830 | $1.23M | 0.02% | +1,481+9.1% | Added |
| Teachers Retirement System of the State of Kentucky | 17,773 | $1.23M | 0.01% | +765+4.5% | Added |
| Financial Partners Group, Inc | 17,627 | $1.22M | 0.19% | +1,333+8.2% | Added |
| Brookmont Capital Management | 17,609 | $1.21M | 0.69% | −786−4.3% | Reduced |
| Miller Howard Investments Inc | 17,588 | $1.21M | 0.04% | +5,847+49.8% | Added |
| Truist Financial Corp | 17,471 | $1.20M | 0.00% | −2,269−11.5% | Reduced |
| Wellington Management Group LLP | 17,452 | $1.20M | 0.00% | +17,452 | New |
| XTX Topco Ltd | 17,239 | $1.19M | 0.06% | +2,088+13.8% | Added |
| Ethic Inc. | 17,093 | $1.18M | 0.02% | +1,364+8.7% | Added |
| Hennion & Walsh Asset Management, Inc. | 16,719 | $1.15M | 0.05% | +6,027+56.4% | Added |
| KBC Group NV | 16,391 | $1.13M | 0.00% | +3,622+28.4% | Added |
| Vident Advisory, LLC | 16,380 | $1.13M | 0.02% | +9,409+135.0% | Added |
| Sanctuary Advisors, LLC | 16,347 | $1.13M | 0.01% | −8,919−35.3% | Reduced |
| Davis Capital Management | 16,340 | $1.13M | 0.90% | +5,292+47.9% | Added |
| Steel Peak Wealth Management LLC | 15,986 | $1.10M | 0.05% | +406+2.6% | Added |
| Prudential PLC | 15,310 | $1.06M | 0.01% | 00.0% | Unchanged |
| Kentucky Retirement Systems | 15,201 | $1.05M | 0.03% | −601−3.8% | Reduced |
| Alpine Woods Capital Investors, LLC | 15,191 | $1.05M | 0.26% | +15,191 | New |
| Dynamic Technology Lab Private Ltd | 15,159 | $1.04M | 0.15% | +15,159 | New |
| Rockland Trust Co | 15,136 | $1.04M | 0.05% | −849−5.3% | Reduced |
| Toroso Investments, LLC | 15,071 | $1.04M | 0.01% | −693−4.4% | Reduced |
| Lazard Asset Management LLC | 15,055 | $1.04M | 0.00% | +11,400+311.9% | Added |
| Prelude Capital Management, LLC | 14,716 | $1.01M | 0.10% | −14,872−50.3% | Reduced |
| T. Rowe Price Investment Management, Inc. | 14,607 | $1.01M | 0.00% | +8,998+160.4% | Added |
| CAPROCK Group, Inc. | 14,479 | $998.3K | 0.03% | +2,373+19.6% | Added |
| Penserra Capital Management LLC | 14,379 | $991.0K | 0.02% | +13,797+2,370.6% | Added |
| WESPAC Advisors, LLC | 14,221 | $980.5K | 0.80% | +14,221 | New |
| GAMMA Investing LLC | 14,120 | $973.6K | 0.07% | +2,326+19.7% | Added |
| SeaCrest Wealth Management, LLC | 14,109 | $972.8K | 0.11% | +534+3.9% | Added |
| GWM Advisors LLC | 14,064 | $969.7K | 0.01% | −505−3.5% | Reduced |
| Hartford Investment Management Co | 14,034 | $967.6K | 0.03% | −146−1.0% | Reduced |
| Landscape Capital Management, L.L.C. | 13,954 | $962.1K | 0.09% | −4,788−25.5% | Reduced |
| Colony Group, LLC | 13,791 | $950.9K | 0.00% | +760+5.8% | Added |
| Huber Capital Management LLC | 13,767 | $949.2K | 0.18% | +4,600+50.2% | Added |
| NEOS Investment Management LLC | 13,688 | $943.8K | 0.02% | +2,505+22.4% | Added |
| Exchange Traded Concepts, LLC | 13,660 | $941.9K | 0.02% | −385−2.7% | Reduced |
| Intrua Financial, LLC | 13,349 | $920.4K | 0.14% | +2,035+18.0% | Added |
| Albion Financial Group | 13,183 | $909.0K | 0.06% | 00.0% | Unchanged |
| Gulf International Bank (UK) Ltd | 13,107 | $903.0K | 0.03% | −5,000−27.6% | Reduced |
| Sterling Capital Management LLC | 13,002 | $896.5K | 0.01% | −701−5.1% | Reduced |
| Meeder Advisory Services, Inc. | 12,803 | $882.8K | 0.05% | +305+2.4% | Added |
| Keybank National Association | 12,739 | $878.4K | 0.00% | +6,839+115.9% | Added |
| Change Path, LLC | 12,712 | $876.5K | 0.03% | −136−1.1% | Reduced |
| Sierra Summit Advisors LLC | 12,640 | $871.5K | 0.19% | +386+3.1% | Added |
| Contravisory Investment Management, Inc. | 12,563 | $866.2K | 0.18% | +12,563 | New |
| Point72 Asia (Singapore) Pte. Ltd. | 12,451 | $858.5K | 0.23% | +10,457+524.4% | Added |
| Royal London Asset Management Ltd | 12,447 | $858.2K | 0.00% | +12,447 | New |
| Prime Capital Investment Advisors, LLC | 12,406 | $855.4K | 0.01% | +2,899+30.5% | Added |
| Louisiana State Employees Retirement System | 12,400 | $855.0K | 0.02% | 00.0% | Unchanged |
| Concurrent Investment Advisors, LLC | 12,338 | $850.7K | 0.02% | +3,203+35.1% | Added |
| Sherbrooke Park Advisers LLC | 12,278 | $846.6K | 0.39% | +1,696+16.0% | Added |
| Janus Henderson Group PLC | 12,348 | $838.1K | 0.00% | −8,610−41.1% | Reduced |
| Securian Asset Management, Inc | 12,091 | $833.7K | 0.03% | −200−1.6% | Reduced |
| Kestra Advisory Services, LLC | 12,079 | $832.8K | 0.00% | −7,438−38.1% | Reduced |
| SG Americas Securities, LLC | 11,901 | $821.0K | 0.00% | −909,645−98.7% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 11,619 | $801.0K | 0.01% | +4,746+69.1% | Added |
| Moody National Bank Trust Division | 11,480 | $791.5K | 0.08% | +14+0.1% | Added |
| Gibson Wealth Advisors LLC | 11,400 | $786.0K | 0.63% | 00.0% | Unchanged |
| Altfest L J & Co Inc | 11,348 | $782.4K | 0.10% | +1,954+20.8% | Added |
| Cornercap Investment Counsel Inc | 11,315 | $780.2K | 0.41% | +11,315 | New |
| MQS Management LLC | 10,859 | $748.7K | 0.43% | +10,859 | New |
| Pallas Capital Advisors LLC | 10,855 | $748.5K | 0.03% | +708+7.0% | Added |
| Verity Asset Management, Inc. | 10,821 | $746.1K | 0.30% | +300+2.9% | Added |
| Grantham, Mayo, Van Otterloo & Co. LLC | 10,757 | $741.7K | 0.00% | +10,757 | New |
| New Mexico Educational Retirement Board | 10,750 | $741.0K | 0.03% | −200−1.8% | Reduced |
| Centiva Capital, LP | 10,633 | $733.1K | 0.04% | +10,633 | New |
| Lion Street Advisors, LLC | 10,508 | $724.5K | 0.23% | −2,982−22.1% | Reduced |
| Maryland State Retirement & Pension System | 10,408 | $717.6K | 0.02% | −1,481−12.5% | Reduced |
| RSM US Wealth Management LLC | 10,237 | $705.8K | 0.01% | +1,074+11.7% | Added |
| Independent Advisor Alliance | 10,226 | $705.1K | 0.02% | −283−2.7% | Reduced |
| Amica Mutual Insurance Co | 10,201 | $703.0K | 0.08% | 00.0% | Unchanged |
| RIA Advisory Group LLC | 10,170 | $701.2K | 0.23% | +10,170 | New |
| Chicago Partners Investment Group LLC | 10,042 | $699.3K | 0.02% | +1,971+24.4% | Added |
| Advisory Services Network, LLC | 10,139 | $699.1K | 0.01% | +734+7.8% | Added |
| Smith, Moore & Co. | 10,134 | $698.7K | 0.06% | +582+6.1% | Added |
| Janney Montgomery Scott LLC | 10,041 | $692.0K | 0.00% | +18+0.2% | Added |
| Iams Wealth Management, LLC | 10,032 | $691.8K | 0.32% | −558−5.3% | Reduced |
| Integrated Wealth Concepts LLC | 10,016 | $690.6K | 0.01% | −570−5.4% | Reduced |
| AGH Wealth Advisors, LLC | 9,900 | $682.6K | 0.66% | 00.0% | Unchanged |
| Moors & Cabot, Inc. | 9,881 | $681.3K | 0.03% | −75−0.8% | Reduced |