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 |
|---|---|---|---|---|---|
| Harbour Investments, Inc. | 1,393 | $96.0K | 0.00% | +30+2.2% | Added |
| Siemens Fonds Invest GmbH | 1,438 | $99.1K | 0.01% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 1,438 | $99.2K | 0.01% | +1+0.1% | Added |
| Creative Capital Management Investments LLC | 1,501 | $103.5K | 0.04% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 1,507 | $103.9K | 0.01% | +239+18.8% | Added |
| Smartleaf Asset Management LLC | 1,532 | $104.7K | 0.01% | −1,011−39.8% | Reduced |
| Ostrum Asset Management | 1,525 | $105.1K | 0.00% | −44−2.8% | Reduced |
| Addison Advisors LLC | 1,531 | $105.5K | 0.03% | +17+1.1% | Added |
| GPS Wealth Strategies Group, LLC | 1,677 | $115.6K | 0.01% | −105−5.9% | Reduced |
| Tradewinds Capital Management, LLC | 1,800 | $124.1K | 0.03% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 1,865 | $128.6K | 0.01% | +129+7.4% | Added |
| Trust Co of Vermont | 1,870 | $128.9K | 0.01% | 00.0% | Unchanged |
| Walleye Trading LLC | 1,873 | $129.1K | 0.00% | +1,873 | New |
| SRS Capital Advisors, Inc. | 1,966 | $135.5K | 0.01% | +26+1.3% | Added |
| HHM Wealth Advisors, LLC | 2,074 | $143.0K | 0.02% | 00.0% | Unchanged |
| Simplex Trading, LLC | 2,140 | $147.0K | 0.00% | +2,140 | New |
| Bayforest Capital Ltd | 2,150 | $148.2K | 0.06% | −3,877−64.3% | Reduced |
| Ameritas Investment Partners, Inc. | 2,172 | $149.7K | 0.00% | −157−6.7% | Reduced |
| Y.D. More Investments Ltd | 2,217 | $151.4K | 0.01% | +446+25.2% | Added |
| Versant Capital Management, Inc | 2,200 | $151.6K | 0.02% | +67+3.1% | Added |
| CX Institutional | 2,336 | $161.0K | 0.01% | −263−10.1% | Reduced |
| Brown Brothers Harriman & Co | 2,492 | $171.8K | 0.00% | +247+11.0% | Added |
| Virtus Investment Advisers, Inc. | 2,553 | $176.0K | 0.06% | +113+4.6% | Added |
| Bessemer Group Inc | 2,565 | $176.0K | 0.00% | −447−14.8% | Reduced |
| Tower Research Capital LLC (TRC) | 2,558 | $176.3K | 0.00% | −17,948−87.5% | Reduced |
| Larson Financial Group LLC | 2,614 | $180.2K | 0.01% | −703−21.2% | Reduced |
| Global Retirement Partners, LLC | 2,620 | $180.6K | 0.00% | +2,620 | New |
| Riggs Asset Managment Co. Inc. | 2,800 | $193.0K | 0.05% | 00.0% | Unchanged |
| State of Wyoming | 2,832 | $195.2K | 0.02% | −2,754−49.3% | Reduced |
| Burton Enright Welch | 2,912 | $200.7K | 0.03% | +8+0.3% | Added |
| Brown Advisory Inc | 2,999 | $206.7K | 0.00% | +2,999 | New |
| Barnes Wealth Management Group, Inc | 3,005 | $207.1K | 0.12% | +96+3.3% | Added |
| Steward Partners Investment Advisory, LLC | 3,032 | $209.0K | 0.00% | −1,041−25.6% | Reduced |
| Bedel Financial Consulting, Inc. | 3,046 | $210.0K | 0.03% | 00.0% | Unchanged |
| King Luther Capital Management Corp | 3,060 | $210.9K | 0.00% | +79+2.7% | Added |
| Inscription Capital, LLC | 3,060 | $211.0K | 0.03% | +3,060 | New |
| Clearwater Capital Advisors, LLC | 3,074 | $211.9K | 0.02% | 00.0% | Unchanged |
| Wealth Alliance Advisory Group, LLC | 3,085 | $212.6K | 0.04% | +3,085 | New |
| Nova R Wealth, Inc. | 3,103 | $213.9K | 0.10% | 00.0% | Unchanged |
| Canada Post Corp Registered Pension Plan | 3,105 | $214.0K | 0.01% | +3,105 | New |
| Guyasuta Investment Advisors Inc | 3,115 | $214.7K | 0.01% | 00.0% | Unchanged |
| Steel Peak Wealth Management LLC | 3,128 | $215.6K | 0.01% | −12,858−80.4% | Reduced |
| Ifrah Financial Services, Inc. | 3,144 | $216.7K | 0.06% | −43−1.3% | Reduced |
| Keystone Financial Group | 3,212 | $221.4K | 0.02% | +3,212 | New |
| Leavell Investment Management, Inc. | 3,228 | $222.5K | 0.01% | 00.0% | Unchanged |
| Quent Capital, LLC | 3,233 | $222.9K | 0.02% | +14+0.4% | Added |
| Venturi Wealth Management, LLC | 3,245 | $223.7K | 0.01% | −484−13.0% | Reduced |
| Optas, LLC | 3,246 | $223.7K | 0.04% | +3,246 | New |
| Commerzbank Aktiengesellschaft | 3,239 | $224.0K | 0.01% | 00.0% | Unchanged |
| KCM Investment Advisors LLC | 3,270 | $225.4K | 0.01% | −784−19.3% | Reduced |
| Beacon Pointe Advisors, LLC | 3,301 | $227.5K | 0.00% | +227+7.4% | Added |
| Ieq Capital, LLC | 3,303 | $227.7K | 0.00% | −32,412−90.8% | Reduced |
| Hager Investment Management Services, LLC | 3,320 | $228.8K | 0.14% | 00.0% | Unchanged |
| AlphaStar Capital Management, LLC | 3,327 | $229.3K | 0.02% | −4,937−59.7% | Reduced |
| Phoenix Wealth Advisors | 3,329 | $229.5K | 0.10% | +28+0.8% | Added |
| Morningstar Investment Management LLC | 3,377 | $233.0K | 0.02% | +3,377 | New |
| Advisory Alpha, LLC | 3,381 | $233.1K | 0.01% | +102+3.1% | Added |
| Longboard Asset Management, LP | 3,396 | $234.1K | 0.58% | 00.0% | Unchanged |
| Marshall Wace, LLP | 3,439 | $237.1K | 0.00% | +3,439 | New |
| Gries Financial LLC | 3,484 | $240.2K | 0.04% | 00.0% | Unchanged |
| Greenleaf Trust | 3,495 | $240.9K | 0.00% | +14+0.4% | Added |
| Danske Bank A/S | 3,500 | $241.3K | 0.00% | −150−4.1% | Reduced |
| Kingsview Wealth Management, LLC | 3,569 | $246.0K | 0.00% | +3,569 | New |
| Ballentine Partners, LLC | 3,592 | $247.6K | 0.00% | −91−2.5% | Reduced |
| Baker Avenue Asset Management, LP | 3,601 | $248.2K | 0.01% | +236+7.0% | Added |
| Blackhawk Capital Partners LLC. | 3,620 | $249.5K | 0.12% | −2,484−40.7% | Reduced |
| OneAscent Financial Services LLC | 3,610 | $251.0K | 0.02% | +6+0.2% | Added |
| Cornerstone Wealth Management, LLC | 3,651 | $251.7K | 0.02% | +111+3.1% | Added |
| National Pension Service | 3,699 | $255.0K | 0.00% | +2,859+340.4% | Added |
| Everence Capital Management Inc | 3,720 | $256.0K | 0.02% | 00.0% | Unchanged |
| Trust Co of Kansas | 3,726 | $257.0K | 0.12% | −200−5.1% | Reduced |
| Smith Chas P & Associates Pa Cpas | 3,735 | $257.5K | 0.01% | 00.0% | Unchanged |
| D.A. Davidson & Co. | 3,735 | $257.5K | 0.00% | −67−1.8% | Reduced |
| Texas Yale Capital Corp. | 3,743 | $258.0K | 0.01% | 00.0% | Unchanged |
| Glenview Trust Co | 3,758 | $259.0K | 0.00% | −46−1.2% | Reduced |
| First National Advisers, LLC | 3,761 | $259.2K | 0.04% | 00.0% | Unchanged |
| MBB Public Markets I LLC | 3,826 | $263.7K | 0.03% | −857−18.3% | Reduced |
| Wedmont Private Capital | 3,845 | $264.6K | 0.01% | +406+11.8% | Added |
| LexAurum Advisors, LLC | 3,880 | $267.4K | 0.04% | +375+10.7% | Added |
| Institute for Wealth Management, LLC. | 3,881 | $267.5K | 0.03% | +923+31.2% | Added |
| Legacy Financial Strategies, LLC | 3,893 | $268.3K | 0.05% | +62+1.6% | Added |
| Kavar Capital Partners Group, LLC | 3,903 | $269.0K | 0.04% | +300+8.3% | Added |
| Massmutual Trust Co FSB | 3,905 | $269.2K | 0.01% | +221+6.0% | Added |
| Sowell Financial Services LLC | 3,916 | $269.9K | 0.01% | +44+1.1% | Added |
| Sym Financial Corp | 3,944 | $271.9K | 0.03% | +111+2.9% | Added |
| Summit Financial, LLC | 3,950 | $272.3K | 0.01% | +3,950 | New |
| Alpha Family Trust | 3,970 | $273.7K | 0.14% | 00.0% | Unchanged |
| Bank & Trust Co | 3,978 | $274.2K | 0.22% | 00.0% | Unchanged |
| Kimelman & Baird, LLC | 4,031 | $277.9K | 0.02% | −23−0.6% | Reduced |
| Aviva PLC | 4,041 | $278.5K | 0.00% | +507+14.3% | Added |
| Cresset Asset Management, LLC | 4,073 | $280.7K | 0.00% | −3,105−43.3% | Reduced |
| Black Diamond Financial, LLC | 4,075 | $280.9K | 0.04% | 00.0% | Unchanged |
| V-Square Quantitative Management LLC | 4,100 | $282.6K | 0.04% | +277+7.2% | Added |
| Eastern Bank | 4,232 | $291.7K | 0.01% | 00.0% | Unchanged |
| Sound Stewardship, LLC | 4,232 | $291.7K | 0.15% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 4,250 | $292.9K | 0.01% | +325+8.3% | Added |
| Ritholtz Wealth Management | 4,250 | $293.0K | 0.01% | +4,250 | New |
| Artisan Partners Limited Partnership | 4,308 | $296.9K | 0.00% | 00.0% | Unchanged |
| Probity Advisors, Inc. | 4,312 | $297.2K | 0.05% | −23−0.5% | Reduced |
| Custom Index Systems, LLC | 4,328 | $298.3K | 0.14% | +4,328 | New |