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 |
|---|---|---|---|---|---|
| Wealthcare Advisory Partners LLC | 9,734 | $671.2K | 0.02% | +2,412+32.9% | Added |
| Crossmark Global Holdings, Inc. | 9,716 | $669.9K | 0.01% | −41−0.4% | Reduced |
| GTS Securities LLC | 9,674 | $667.0K | 0.03% | +9,674 | New |
| Agf Management Ltd | 9,551 | $658.5K | 0.00% | +9,551 | New |
| Norinchukin Bank, The | 9,370 | $646.1K | 0.01% | +931+11.0% | Added |
| Parallel Advisors, LLC | 9,338 | $643.9K | 0.01% | +227+2.5% | Added |
| Wiley Bros.-Aintree Capital, LLC | 9,407 | $640.8K | 0.01% | +2,320+32.7% | Added |
| HighPoint Advisor Group LLC | 9,292 | $640.3K | 0.04% | −1,089−10.5% | Reduced |
| Synovus Financial Corp | 9,243 | $637.3K | 0.01% | +431+4.9% | Added |
| Johnson Investment Counsel Inc | 9,173 | $632.5K | 0.01% | −369−3.9% | Reduced |
| Metis Global Partners, LLC | 9,143 | $630.4K | 0.02% | +1,497+19.6% | Added |
| DGS Capital Management, LLC | 9,118 | $628.7K | 0.17% | +3,324+57.4% | Added |
| Profund Advisors LLC | 9,057 | $624.5K | 0.03% | −3,362−27.1% | Reduced |
| Prudent Man Advisors, LLC | 9,054 | $624.3K | 0.23% | +9,054 | New |
| Fairview Capital Investment Management, LLC | 9,000 | $620.5K | 0.03% | 00.0% | Unchanged |
| Park Avenue Securities LLC | 8,966 | $618.0K | 0.01% | +1,156+14.8% | Added |
| Blair William & Co | 8,943 | $616.6K | 0.00% | −1,506−14.4% | Reduced |
| Shell Asset Management Co | 8,855 | $611.0K | 0.03% | −1,353−13.3% | Reduced |
| FineMark National Bank & Trust | 8,842 | $609.7K | 0.02% | 00.0% | Unchanged |
| Heartland Bank & Trust Co | 8,814 | $607.7K | 0.31% | +8,814 | New |
| HB Wealth Management, LLC | 8,773 | $604.9K | 0.01% | +829+10.4% | Added |
| Apexium Financial, LP | 8,728 | $601.8K | 0.04% | +71+0.8% | Added |
| Stephenson National Bank & Trust | 8,725 | $601.6K | 0.22% | −583−6.3% | Reduced |
| Spirit of America Management Corp | 8,650 | $596.4K | 0.12% | +550+6.8% | Added |
| Evergreen Capital Management LLC | 8,610 | $593.7K | 0.02% | +973+12.7% | Added |
| TownSquare Capital, LLC | 8,606 | $593.4K | 0.01% | −608−6.6% | Reduced |
| Northwest & Ethical Investments L.P. | 8,609 | $592.7K | 0.02% | +6,409+291.3% | Added |
| Aster Capital Management (DIFC) Ltd | 8,569 | $590.5K | 0.11% | +8,569 | New |
| Virtus ETF Advisers LLC | 8,525 | $587.8K | 0.38% | +8,525 | New |
| Turning Point Benefit Group, Inc. | 9,120 | $587.0K | 0.55% | +1,135+14.2% | Added |
| Atria Investments LLC | 8,498 | $586.0K | 0.01% | +482+6.0% | Added |
| Coppell Advisory Solutions LLC | 8,365 | $576.5K | 0.09% | −4,770−36.3% | Reduced |
| Buckingham Strategic Partners | 8,345 | $575.4K | 0.01% | +3,867+86.4% | Added |
| AlphaStar Capital Management, LLC | 8,264 | $569.8K | 0.06% | +9+0.1% | Added |
| Hilltop Holdings Inc. | 8,143 | $561.4K | 0.04% | +1,442+21.5% | Added |
| United Capital Financial Advisers, LLC | 8,136 | $561.0K | 0.00% | +160+2.0% | Added |
| Transcend Wealth Collective, LLC | 8,064 | $556.0K | 0.04% | +49+0.6% | Added |
| Empirical Finance, LLC | 8,029 | $553.6K | 0.03% | +364+4.7% | Added |
| Nicolet Bankshares Inc | 8,000 | $551.6K | 0.11% | 00.0% | Unchanged |
| Mattern Wealth Management LLC | 7,910 | $545.4K | 0.12% | 00.0% | Unchanged |
| Allworth Financial LP | 7,967 | $544.0K | 0.00% | −8−0.1% | Reduced |
| Sunbelt Securities, Inc. | 7,856 | $541.7K | 0.05% | −52−0.7% | Reduced |
| EP Wealth Advisors, LLC | 7,694 | $530.5K | 0.00% | +4,128+115.8% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 7,676 | $529.3K | 0.02% | −250−3.2% | Reduced |
| GF Fund Management Co. Ltd. | 7,640 | $526.8K | 0.01% | +7,466+4,290.8% | Added |
| Potomac Fund Management Inc | 7,850 | $525.5K | 0.23% | +642+8.9% | Added |
| Manning & Napier Advisors LLC | 7,577 | $522.4K | 0.01% | −1,912,471−99.6% | Reduced |
| Benjamin Edwards Inc | 7,563 | $521.5K | 0.01% | −84,010−91.7% | Reduced |
| Novak & Powell Financial Services, Inc. | 7,495 | $516.8K | 0.32% | +71+1.0% | Added |
| Jeppson Wealth Management, LLC | 7,424 | $511.9K | 0.19% | −150−2.0% | Reduced |
| Lindbrook Capital, LLC | 7,348 | $506.6K | 0.05% | +6,562+834.9% | Added |
| Northwestern Mutual Investment Management Company, LLC | 7,315 | $504.4K | 0.01% | +13+0.2% | Added |
| Y-Intercept (Hong Kong) Ltd | 7,281 | $502.0K | 0.03% | +7,281 | New |
| Nomura Holdings Inc | 7,263 | $500.8K | 0.00% | −12,416−63.1% | Reduced |
| Cresset Asset Management, LLC | 7,178 | $494.9K | 0.00% | −665−8.5% | Reduced |
| Ci Investments Inc. | 7,116 | $491.0K | 0.00% | +476+7.2% | Added |
| Evoke Wealth, LLC | 7,095 | $489.2K | 0.01% | +323+4.8% | Added |
| We Are One Seven, LLC | 7,072 | $487.6K | 0.02% | +504+7.7% | Added |
| Ti-Trust, Inc | 7,047 | $485.9K | 0.32% | 00.0% | Unchanged |
| NBC Securities, Inc. | 7,024 | $484.0K | 0.04% | +7,018+116,966.7% | Added |
| MML Investors Services, LLC | 6,838 | $472.0K | 0.00% | +1,083+18.8% | Added |
| Trust Co | 6,837 | $471.4K | 0.06% | −1,200−14.9% | Reduced |
| denkapparat Operations GmbH | 6,744 | $465.0K | 0.49% | +6,744 | New |
| Coldstream Capital Management Inc | 6,735 | $464.4K | 0.01% | +104+1.6% | Added |
| Tokio Marine Asset Management Co Ltd | 6,712 | $462.8K | 0.02% | +795+13.4% | Added |
| CoreFirst Bank & Trust | 6,615 | $456.1K | 0.29% | −208−3.0% | Reduced |
| BKD Wealth Advisors, LLC | 6,601 | $455.2K | 0.01% | +724+12.3% | Added |
| Kornitzer Capital Management Inc | 6,579 | $453.6K | 0.01% | 00.0% | Unchanged |
| Atomi Financial Group, Inc. | 6,558 | $452.2K | 0.02% | −531−7.5% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 6,475 | $446.5K | 0.03% | +6,475 | New |
| IFG Advisory, LLC | 6,460 | $445.4K | 0.02% | −37−0.6% | Reduced |
| Signaturefd, LLC | 6,455 | $445.1K | 0.01% | +34+0.5% | Added |
| Caliber Wealth Management, LLC | 6,446 | $444.5K | 0.06% | +6,446 | New |
| Scientech Research LLC | 6,282 | $433.1K | 0.11% | −9,356−59.8% | Reduced |
| Financial Advisory Service, Inc. | 6,263 | $431.8K | 0.04% | +39+0.6% | Added |
| NorthCrest Asset Manangement, LLC | 6,199 | $427.4K | 0.01% | +701+12.8% | Added |
| AE Wealth Management LLC | 6,193 | $427.0K | 0.00% | +129+2.1% | Added |
| Blackhawk Capital Partners LLC. | 6,104 | $420.9K | 0.22% | −1,889−23.6% | Reduced |
| Modern Wealth Management, LLC | 6,102 | $420.8K | 0.01% | −612−9.1% | Reduced |
| Farther Finance Advisors, LLC | 6,068 | $418.7K | 0.01% | +3,363+124.3% | Added |
| Kovitz Investment Group Partners, LLC | 6,065 | $418.2K | 0.00% | +88+1.5% | Added |
| Waterfront Wealth Inc. | 6,041 | $416.5K | 0.10% | 00.0% | Unchanged |
| Bayforest Capital Ltd | 6,027 | $415.6K | 0.18% | +2,856+90.1% | Added |
| Uncommon Cents Investing LLC | 5,840 | $402.7K | 0.12% | −100−1.7% | Reduced |
| Pensionmark Financial Group, LLC | 5,808 | $400.5K | 0.01% | −41−0.7% | Reduced |
| State of Wyoming | 5,586 | $385.2K | 0.05% | +2,471+79.3% | Added |
| Savant Capital, LLC | 5,536 | $381.7K | 0.00% | −54,958−90.8% | Reduced |
| Man Group plc | 5,532 | $381.4K | 0.00% | +5,532 | New |
| Naples Global Advisors, LLC | 5,514 | $380.2K | 0.04% | −99−1.8% | Reduced |
| Sage Mountain Advisors LLC | 5,509 | $379.8K | 0.03% | −742−11.9% | Reduced |
| Schulhoff & Co Inc | 5,500 | $379.2K | 0.17% | 00.0% | Unchanged |
| Panagora Asset Management Inc | 5,478 | $377.7K | 0.00% | +286+5.5% | Added |
| Atom Investors LP | 5,436 | $374.8K | 0.05% | −18,733−77.5% | Reduced |
| Tocqueville Asset Management L.P. | 5,400 | $372.3K | 0.01% | 00.0% | Unchanged |
| Lifeworks Advisors, LLC | 5,399 | $372.2K | 0.06% | +843+18.5% | Added |
| Intrust Bank NA | 5,367 | $370.1K | 0.04% | 00.0% | Unchanged |
| Vista Investment Partners LLC | 5,358 | $369.4K | 0.11% | 00.0% | Unchanged |
| MainStreet Investment Advisors LLC | 5,347 | $368.7K | 0.05% | +470+9.6% | Added |
| Garner Asset Management Corp | 5,295 | $365.1K | 0.16% | −192−3.5% | Reduced |
| USA Financial Portformulas Corp | 5,284 | $364.3K | 0.06% | +4,094+344.0% | Added |