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.
| 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, Q2 2025
Shares, value and share of portfolio for each institution holding Evergy, Inc.; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Farmers & Merchants Trust Co of Chambersburg PA | 250 | $17.0K | 0.01% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 245 | $17.0K | 0.00% | +56+29.6% | Added |
| Operose Advisors LLC | 250 | $17.2K | 0.00% | +250 | New |
| Private Wealth Management Group, LLC | 260 | $17.9K | 0.01% | 00.0% | Unchanged |
| South State Corp. | 266 | $18.3K | 0.00% | −20−7.0% | Reduced |
| Mark Sheptoff Financial Planning, LLC | 269 | $18.5K | 0.01% | 00.0% | Unchanged |
| JNBA Financial Advisors | 273 | $18.8K | 0.00% | 00.0% | Unchanged |
| Strategic Wealth Partners, Ltd. | 274 | $18.9K | 0.00% | +274 | New |
| Mount Yale Investment Advisors, LLC | 275 | $19.0K | 0.00% | +275 | New |
| Valley National Advisers Inc | 301 | $20.0K | 0.00% | −2−0.7% | Reduced |
| Raffa Wealth Management, LLC | 293 | $20.2K | 0.00% | +293 | New |
| Foster Dykema Cabot & Partners, LLC | 299 | $20.6K | 0.00% | 00.0% | Unchanged |
| Lavaca Capital LLC | 300 | $20.7K | 0.01% | +300 | New |
| WealthCollab, LLC | 304 | $21.0K | 0.01% | 00.0% | Unchanged |
| Red Tortoise LLC | 312 | $21.5K | 0.01% | 00.0% | Unchanged |
| Ameriflex Group, Inc. | 320 | $21.9K | 0.01% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 330 | $22.0K | 0.02% | −330−50.0% | Reduced |
| Bogart Wealth, LLC | 328 | $22.6K | 0.00% | +328 | New |
| FSA Wealth Management LLC | 330 | $22.7K | 0.01% | 00.0% | Unchanged |
| Smithfield Trust Co | 330 | $23.0K | 0.00% | 00.0% | Unchanged |
| Compass Financial Services Inc | 346 | $23.9K | 0.01% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 352 | $24.3K | 0.02% | −6−1.7% | Reduced |
| City Holding Co | 358 | $24.7K | 0.00% | −450−55.7% | Reduced |
| Atlantic Trust, LLC | 381 | $26.3K | 0.00% | −90−19.1% | Reduced |
| Roxbury Financial LLC | 385 | $26.5K | 0.03% | +7+1.9% | Added |
| CoreCap Advisors, LLC | 387 | $26.7K | 0.00% | −110−22.1% | Reduced |
| Covestor Ltd | 399 | $27.0K | 0.02% | +8+2.0% | Added |
| WPG Advisers, LLC | 394 | $27.2K | 0.02% | +386+4,825.0% | Added |
| Painted Porch Advisors LLC | 425 | $29.3K | 0.01% | 00.0% | Unchanged |
| Financial Avengers, Inc. | 429 | $29.6K | 0.01% | +4+0.9% | Added |
| Private Trust Co NA | 446 | $30.7K | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 466 | $32.1K | 0.00% | −376−44.7% | Reduced |
| Alpine Bank Wealth Management | 467 | $32.2K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 467 | $32.2K | 0.00% | 00.0% | Unchanged |
| AlphaCore Capital LLC | 476 | $32.8K | 0.00% | +476 | New |
| Carolina Wealth Advisors, LLC | 478 | $32.9K | 0.02% | 00.0% | Unchanged |
| Avion Wealth | 486 | $33.0K | 0.01% | +16+3.4% | Added |
| True Wealth Design, LLC | 480 | $33.1K | 0.01% | +22+4.8% | Added |
| Clearstead Advisors, LLC | 496 | $34.2K | 0.00% | +298+150.5% | Added |
| Bank of Jackson Hole Trust | 498 | $34.3K | 0.02% | 00.0% | Unchanged |
| Fairscale Capital, LLC | 492 | $34.8K | 0.03% | 00.0% | Unchanged |
| Hemington Wealth Management | 536 | $36.0K | 0.01% | +40+8.1% | Added |
| Moisand Fitzgerald Tamayo, LLC | 534 | $36.8K | 0.00% | 00.0% | Unchanged |
| CNB Bank | 538 | $37.1K | 0.02% | −15−2.7% | Reduced |
| Independence Bank of Kentucky | 556 | $38.3K | 0.01% | 00.0% | Unchanged |
| Key Financial Inc | 598 | $41.2K | 0.01% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 598 | $41.2K | 0.01% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 600 | $41.4K | 0.00% | 00.0% | Unchanged |
| Delta Asset Management LLC | 605 | $41.7K | 0.00% | 00.0% | Unchanged |
| Mechanics Financial Corp | 605 | $41.7K | 0.02% | 00.0% | Unchanged |
| Onefund, LLC | 607 | $42.0K | 0.03% | +607 | New |
| Deseret Mutual Benefit Administrators | 650 | $44.8K | 0.02% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 658 | $45.4K | 0.00% | 00.0% | Unchanged |
| BFSG, LLC | 665 | $45.8K | 0.01% | +300+82.2% | Added |
| Investment Management Corp | 667 | $46.0K | 0.04% | +98+17.2% | Added |
| Tortoise Investment Management, LLC | 676 | $46.6K | 0.00% | 00.0% | Unchanged |
| MUFG Securities EMEA plc | 678 | $46.7K | 0.00% | +678 | New |
| Zions Bancorporation, National Association | 688 | $47.4K | 0.00% | −3−0.4% | Reduced |
| Migdal Insurance & Financial Holdings Ltd. | 690 | $48.0K | 0.00% | +690 | New |
| TD Private Client Wealth LLC | 711 | $49.0K | 0.00% | +105+17.3% | Added |
| MV Capital Management, Inc. | 713 | $49.1K | 0.01% | −12−1.7% | Reduced |
| Pinnacle Bancorp, Inc. | 740 | $51.0K | 0.02% | 00.0% | Unchanged |
| Rothschild Investment LLC | 747 | $51.5K | 0.00% | +15+2.0% | Added |
| Cromwell Holdings LLC | 772 | $53.2K | 0.03% | +40+5.5% | Added |
| Centennial Bank | 777 | $53.6K | 0.02% | 00.0% | Unchanged |
| Whittier Trust Co | 781 | $53.8K | 0.00% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 797 | $54.9K | 0.02% | 00.0% | Unchanged |
| MAI Capital Management | 800 | $55.2K | 0.00% | +231+40.6% | Added |
| City State Bank | 808 | $55.7K | 0.02% | 00.0% | Unchanged |
| CVA Family Office, LLC | 813 | $56.0K | 0.01% | −95−10.5% | Reduced |
| Cary Street Partner Investment Advisory LLC | 832 | $57.4K | 0.03% | +344+70.5% | Added |
| Hantz Financial Services, Inc. | 849 | $59.0K | 0.00% | +167+24.5% | Added |
| Whittier Trust Co of Nevada Inc | 860 | $59.3K | 0.00% | 00.0% | Unchanged |
| Skopos Labs, Inc. | 874 | $60.2K | 0.01% | +164+23.1% | Added |
| Asset Dedication, LLC | 886 | $61.1K | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 892 | $61.5K | 0.01% | +5+0.6% | Added |
| Hughes Financial Services, LLC | 842 | $61.7K | 0.01% | 00.0% | Unchanged |
| Spire Wealth Management | 909 | $62.7K | 0.00% | −101−10.0% | Reduced |
| MorganRosel Wealth Management, LLC | 911 | $62.8K | 0.02% | +911 | New |
| First Horizon Advisors, Inc. | 925 | $63.8K | 0.00% | −376−28.9% | Reduced |
| Parkside Financial Bank & Trust | 948 | $65.3K | 0.01% | +24+2.6% | Added |
| Caldwell Sutter Capital, Inc. | 956 | $65.9K | 0.03% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 969 | $66.8K | 0.00% | +13+1.4% | Added |
| Mowery & Schoenfeld Wealth Management, LLC | 976 | $67.3K | 0.11% | 00.0% | Unchanged |
| First Financial Corp | 1,000 | $68.9K | 0.03% | 00.0% | Unchanged |
| Montag A & Associates Inc | 1,000 | $68.9K | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 1,000 | $68.9K | 0.01% | 00.0% | Unchanged |
| HM Payson & Co | 1,000 | $68.9K | 0.00% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 1,000 | $68.9K | 0.01% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 1,000 | $68.9K | 0.02% | +1,000 | New |
| Glass Jacobson Investment Advisors llc | 1,010 | $69.6K | 0.03% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 1,018 | $70.2K | 0.01% | +225+28.4% | Added |
| Amica Retiree Medical Trust | 1,025 | $71.0K | 0.10% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 1,052 | $72.5K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 1,089 | $75.1K | 0.01% | +189+21.0% | Added |
| Rogco, LP | 1,120 | $77.2K | 0.03% | +158+16.4% | Added |
| Atlas Capital Advisors LLC | 1,253 | $86.4K | 0.01% | +969+341.2% | Added |
| Hilltop National Bank | 1,267 | $87.3K | 0.02% | +1,267 | New |
| Westside Investment Management, Inc. | 1,279 | $88.2K | 0.02% | +105+8.9% | Added |
| Ronald Blue Trust, Inc. | 1,345 | $92.7K | 0.00% | −94−6.5% | Reduced |