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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, Q2 2025

Institutional positions in Evergy, Inc. as of Jun 30, 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
+14 vs. Q1 2025
Shares held
206.9M
+6.17M (+3.1%) vs. Q1 2025
Total value
$14.3B
+$423.9M (+3.1%) vs. Q1 2025
New holders
90
361 more added
Sold out
76
223 more reduced

14 institutions that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2025: 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.

Institutional holdersQ2 2025: 821 institutions
Q1 2021: 586 institutionsQ2 2021: 581 institutionsQ3 2021: 593 institutionsQ4 2021: 633 institutionsQ1 2022: 641 institutionsQ2 2022: 640 institutionsQ3 2022: 651 institutionsQ4 2022: 686 institutionsQ1 2023: 654 institutionsQ2 2023: 664 institutionsQ3 2023: 663 institutionsQ4 2023: 706 institutionsQ1 2024: 693 institutionsQ2 2024: 702 institutionsQ3 2024: 722 institutionsQ4 2024: 776 institutionsQ1 2025: 821 institutionsQ2 2025: 821 institutionsQ3 2025: 854 institutionsQ4 2025: 925 institutionsQ1 2026: 924 institutionsQ2 2026: 948 institutions
Value heldQ2 2025: $14.3B
Q1 2021: $11.3BQ2 2021: $11.9BQ3 2021: $12.3BQ4 2021: $13.7BQ1 2022: $13.0BQ2 2022: $12.5BQ3 2022: $11.4BQ4 2022: $12.0BQ1 2023: $11.8BQ2 2023: $11.1BQ3 2023: $9.73BQ4 2023: $10.5BQ1 2024: $10.4BQ2 2024: $10.4BQ3 2024: $12.3BQ4 2024: $12.5BQ1 2025: $13.9BQ2 2025: $14.3BQ3 2025: $16.3BQ4 2025: $15.4BQ1 2026: $17.6BQ2 2026: $18.8B
Institutions holding EVRG and their total value by quarter
QuarterHoldersValue
Q2 2026948$18.8B
Q1 2026924$17.6B
Q4 2025925$15.4B
Q3 2025854$16.3B
Q2 2025821$14.3B
Q1 2025821$13.9B
Q4 2024776$12.5B
Q3 2024722$12.3B
Q2 2024702$10.4B
Q1 2024693$10.4B
Q4 2023706$10.5B
Q3 2023663$9.73B
Q2 2023664$11.1B
Q1 2023654$11.8B
Q4 2022686$12.0B
Q3 2022651$11.4B
Q2 2022640$12.5B
Q1 2022641$13.0B
Q4 2021633$13.7B
Q3 2021593$12.3B
Q2 2021581$11.9B
Q1 2021586$11.3B

Institutions, Q2 2025

Shares, value and share of portfolio for each institution holding Evergy, Inc.; share changes are against Q1 2025.

Institutions holding EVRG in Q2 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Winthrop Capital Management, LLC5$00.00%00.0%Unchanged
Kiker Wealth Management, LLC0$60.00%0Unchanged
Loomis Sayles & Co L P1$420.00%+1New
Leonteq Securities AG1$690.00%00.0%Unchanged
Rakuten Securities, Inc.1$690.00%00.0%Unchanged
Retirement Wealth Solutions LLC1$690.00%00.0%Unchanged
Bartlett & Co. Wealth Management LLC2$1380.00%00.0%Unchanged
Rialto Wealth Management, LLC3$2070.00%−5−62.5%Reduced
West Branch Capital LLC4$2760.00%00.0%Unchanged
Parkworth Wealth Management, Inc.4$2760.00%+4New
Creative Financial Designs Inc5$3450.00%00.0%Unchanged
Strengthening Families & Communities, LLC5$3480.00%+5New
Bullock Wealth Management Group7$4790.00%−4−36.4%Reduced
Activest Wealth Management7$4830.00%+7New
Colonial Trust Co8$5510.00%00.0%Unchanged
Stephens Consulting, LLC8$5520.00%+8New
HFM Investment Advisors, LLC9$6200.00%+6+200.0%Added
Rise Advisors, LLC10$6890.00%00.0%Unchanged
Orion Capital Management LLC10$6890.00%00.0%Unchanged
WealthTrak Capital Management LLC10$6900.00%−5−33.3%Reduced
Clark Wealth Partners11$7580.00%−7−38.9%Reduced
Bay Harbor Wealth Management, LLC11$7580.00%+7+175.0%Added
S&T Bank12$8270.00%+12New
Total Investment Management Inc12$8270.00%+12New
Highline Wealth Partners LLC13$8960.00%00.0%Unchanged
SJS Investment Consulting Inc.14$9660.00%−9−39.1%Reduced
Binnacle Investments Inc17$1.17K0.00%+17New
Whipplewood Advisors, LLC18$1.24K0.00%−9−33.3%Reduced
Sachetta, LLC19$1.31K0.00%+19New
Mid-American Wealth Advisory Group, Inc.20$1.38K0.00%+20New
Cornerstone Planning Group LLC19$1.39K0.00%+7+58.3%Added
Brown, Lisle/Cummings, Inc.21$1.45K0.00%00.0%Unchanged
DiNuzzo Private Wealth, Inc.22$1.52K0.00%+2+10.0%Added
Kilter Group LLC26$1.79K0.00%+26New
Aviso Financial Inc.27$1.86K0.00%−110−80.3%Reduced
Accredited Wealth Management, LLC29$2.00K0.00%00.0%Unchanged
Nemes Rush Group LLC30$2.07K0.00%00.0%Unchanged
Beacon Capital Management, LLC32$2.23K0.00%+32New
TFC Financial Management33$2.27K0.00%+1+3.1%Added
10Elms LLP36$2.48K0.00%00.0%Unchanged
Boreal Capital Management LLC37$2.55K0.00%+37New
Sierra Ocean, LLC41$2.83K0.00%−17−29.3%Reduced
Olistico Wealth, LLC41$2.83K0.00%00.0%Unchanged
Ogorek Anthony Joseph58$3.00K0.00%00.0%Unchanged
Quarry LP48$3.31K0.00%+48New
ORG Partners LLC48$3.33K0.00%+38+380.0%Added
AdvisorNet Financial, Inc49$3.38K0.00%00.0%Unchanged
Howard Hughes Medical Institute49$3.38K0.00%+49New
First Pacific Financial50$3.45K0.00%+50New
Kayne Anderson Rudnick Investment Management LLC54$3.72K0.00%00.0%Unchanged
Lowe Wealth Advisors, LLC55$3.79K0.00%00.0%Unchanged
GHP Investment Advisors, Inc.60$4.14K0.00%−130−68.4%Reduced
Bellwether Advisors, LLC63$4.34K0.00%+63New
Hollencrest Capital Management65$4.48K0.00%00.0%Unchanged
Financial Management Professionals, Inc.65$4.48K0.00%+4+6.6%Added
Armstrong Advisory Group, Inc67$4.62K0.00%00.0%Unchanged
NewSquare Capital LLC70$4.83K0.00%+49+233.3%Added
Cape Investment Advisory, Inc.73$5.03K0.00%+1+1.4%Added
Park Place Capital Corp74$5.14K0.00%+74New
GFG Capital, LLC79$5.45K0.00%+79New
CBIZ Investment Advisory Services, LLC83$5.72K0.00%+31+59.6%Added
Bellevue Asset Management, LLC83$5.76K0.00%+1+1.2%Added
Prestige Wealth Management Group LLC85$5.86K0.00%00.0%Unchanged
Twin Peaks Wealth Advisors, LLC81$5.88K0.00%+81New
UMA Financial Services, Inc.89$6.13K0.00%+74+493.3%Added
Annis Gardner Whiting Capital Advisors, LLC92$6.34K0.00%00.0%Unchanged
Fortitude Family Office, LLC93$6.41K0.00%+42+82.4%Added
New England Capital Financial Advisors LLC100$6.89K0.00%00.0%Unchanged
Dunhill Financial, LLC106$7.37K0.00%+51+92.7%Added
Gen-Wealth Partners Inc107$7.38K0.00%00.0%Unchanged
Ritter Daniher Financial Advisory LLC109$7.51K0.00%00.0%Unchanged
TSFG, LLC113$8.00K0.00%00.0%Unchanged
JFS Wealth Advisors, LLC117$8.06K0.00%+5+4.5%Added
Aspect Partners, LLC119$8.20K0.00%00.0%Unchanged
North Star Investment Management Corp.130$8.96K0.00%+11+9.2%Added
Financial Connections Group, Inc.136$9.00K0.00%+136New
Global X Japan Co., Ltd.142$9.79K0.00%−97−40.6%Reduced
High Note Wealth, LLC142$9.79K0.00%00.0%Unchanged
Paladin Advisory Group, LLC145$9.99K0.01%00.0%Unchanged
Capital Advisors, Ltd. LLC149$10.0K0.00%00.0%Unchanged
Koesten, Hirschmann & Crabtree, INC.151$10.4K0.01%00.0%Unchanged
Clear Street Markets LLC154$10.6K0.00%+154New
Capital Analysts, LLC168$11.0K0.00%+2+1.2%Added
CGC Financial Services, LLC164$11.3K0.00%00.0%Unchanged
GF Fund Management Co. Ltd.171$11.8K0.00%−7,469−97.8%Reduced
Raleigh Capital Management Inc.176$12.2K0.01%+1+0.6%Added
Bank of New Hampshire179$12.3K0.00%+179New
Manchester Capital Management LLC179$12.3K0.00%+140+359.0%Added
TCTC Holdings, LLC184$12.7K0.00%00.0%Unchanged
Princeton Global Asset Management LLC195$13.4K0.00%+195New
Flagship Wealth Advisors, LLC200$13.8K0.01%00.0%Unchanged
Rossby Financial, LCC200$13.8K0.01%00.0%Unchanged
Bell Investment Advisors, Inc208$14.3K0.00%+109+110.1%Added
Vermillion & White Wealth Management Group, LLC209$14.4K0.01%00.0%Unchanged
Kestra Investment Management, LLC212$14.6K0.00%00.0%Unchanged
Evermay Wealth Management LLC220$15.2K0.00%00.0%Unchanged
Missouri Trust & Investment Co226$15.6K0.01%00.0%Unchanged
Newbridge Financial Services Group, Inc.239$16.5K0.00%+239New
Essential Partners LLC243$16.8K0.01%+243New
Acadian Asset Management LLC260$17.0K0.00%00.0%Unchanged