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 |
|---|---|---|---|---|---|
| Triad Wealth Partners, LLC | 4,389 | $302.5K | 0.06% | +159+3.8% | Added |
| PFG Investments, LLC | 4,433 | $305.5K | 0.02% | +119+2.8% | Added |
| Union Bancaire Privee, UBP SA | 5,138 | $307.7K | 0.01% | +5,138 | New |
| Walker Asset Management, LLC | 4,468 | $307.9K | 0.18% | +35+0.8% | Added |
| Farringdon Capital, Ltd. | 4,470 | $308.1K | 0.10% | +4,470 | New |
| Golden State Equity Partners | 4,484 | $309.1K | 0.06% | −108−2.4% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 4,524 | $311.8K | 0.00% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 4,534 | $312.5K | 0.02% | +652+16.8% | Added |
| Mather Group, LLC. | 4,548 | $313.5K | 0.00% | +401+9.7% | Added |
| Brighton Jones LLC | 4,562 | $314.4K | 0.01% | +310+7.3% | Added |
| Integris Wealth Management, LLC | 4,570 | $315.0K | 0.08% | 00.0% | Unchanged |
| Sound View Wealth Advisors Group, LLC | 4,572 | $315.1K | 0.02% | 00.0% | Unchanged |
| Kentucky Trust Co | 4,586 | $316.1K | 0.18% | −59−1.3% | Reduced |
| Sage Mountain Advisors LLC | 4,591 | $316.5K | 0.02% | −918−16.7% | Reduced |
| denkapparat Operations GmbH | 4,618 | $318.3K | 0.25% | −2,126−31.5% | Reduced |
| IFP Advisors, Inc | 4,037 | $319.8K | 0.01% | +226+5.9% | Added |
| Vaughan David Investments LLC | 4,664 | $321.0K | 0.01% | −269−5.5% | Reduced |
| Advyzon Investment Management, LLC | 4,705 | $324.3K | 0.07% | +4,705 | New |
| MidWestOne Financial Group, Inc. | 4,711 | $324.7K | 0.04% | −38−0.8% | Reduced |
| Equitable Holdings, Inc. | 4,729 | $326.0K | 0.00% | −216−4.4% | Reduced |
| Apollon Financial, LLC | 4,764 | $328.4K | 0.07% | +47+1.0% | Added |
| Huntington National Bank | 4,767 | $328.6K | 0.00% | +195+4.3% | Added |
| Intrust Bank NA | 4,768 | $328.7K | 0.03% | −599−11.2% | Reduced |
| Kestra Private Wealth Services, LLC | 4,805 | $331.2K | 0.00% | +243+5.3% | Added |
| Bridgefront Capital, LLC | 4,855 | $334.7K | 0.09% | −25,263−83.9% | Reduced |
| Gradient Investments LLC | 4,896 | $337.5K | 0.01% | +1,235+33.7% | Added |
| Federation des caisses Desjardins du Quebec | 4,909 | $338.4K | 0.00% | +186+3.9% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 4,946 | $340.9K | 0.02% | −2,730−35.6% | Reduced |
| Garner Asset Management Corp | 4,956 | $341.6K | 0.16% | −339−6.4% | Reduced |
| Valeo Financial Advisors, LLC | 5,007 | $345.2K | 0.01% | +593+13.4% | Added |
| NorthRock Partners, LLC | 5,035 | $347.1K | 0.01% | +352+7.5% | Added |
| Syon Capital LLC | 5,046 | $347.8K | 0.02% | +5,046 | New |
| Central Trust Co | 5,074 | $349.8K | 0.01% | +183+3.7% | Added |
| Gentry Private Wealth, LLC | 5,093 | $351.1K | 0.27% | 00.0% | Unchanged |
| MUFG Securities Americas Inc. | 5,099 | $351.5K | 0.03% | +1,028+25.3% | Added |
| Merit Financial Group, LLC | 5,112 | $352.4K | 0.00% | +449+9.6% | Added |
| Garrett Investment Advisors LLC | 5,130 | $353.6K | 0.03% | +13+0.3% | Added |
| GoalVest Advisory LLC | 5,259 | $362.5K | 0.09% | +163+3.2% | Added |
| Advantage Trust Co | 5,350 | $368.8K | 0.18% | +5,250+5,250.0% | Added |
| Balboa Wealth Partners | 5,357 | $369.3K | 0.07% | +5,357 | New |
| Vista Investment Partners LLC | 5,358 | $369.3K | 0.11% | 00.0% | Unchanged |
| Empowered Funds, LLC | 5,390 | $371.5K | 0.00% | +742+16.0% | Added |
| Tocqueville Asset Management L.P. | 5,400 | $372.2K | 0.01% | 00.0% | Unchanged |
| Ci Investments Inc. | 5,425 | $374.0K | 0.00% | −1,691−23.8% | Reduced |
| Savant Capital, LLC | 5,445 | $375.3K | 0.00% | −91−1.6% | Reduced |
| Schulhoff & Co Inc | 5,500 | $379.1K | 0.17% | 00.0% | Unchanged |
| Naples Global Advisors, LLC | 5,514 | $380.1K | 0.03% | 00.0% | Unchanged |
| Uncommon Cents Investing LLC | 5,840 | $402.6K | 0.11% | 00.0% | Unchanged |
| Callan Family Office, LLC | 5,992 | $413.0K | 0.01% | +5,992 | New |
| Apollon Wealth Management, LLC | 6,010 | $414.3K | 0.01% | +1,365+29.4% | Added |
| NorthCrest Asset Manangement, LLC | 5,906 | $414.5K | 0.01% | −293−4.7% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 6,055 | $417.4K | 0.03% | −420−6.5% | Reduced |
| Waterfront Wealth Inc. | 6,067 | $418.2K | 0.09% | +26+0.4% | Added |
| Kovitz Investment Group Partners, LLC | 6,089 | $419.7K | 0.00% | +24+0.4% | Added |
| Summit Trail Advisors, LLC | 6,096 | $420.2K | 0.01% | +1,957+47.3% | Added |
| Pensionmark Financial Group, LLC | 6,170 | $425.3K | 0.01% | +362+6.2% | Added |
| Occudo Quantitative Strategies LP | 6,227 | $429.2K | 0.05% | +6,227 | New |
| CSS LLC | 6,260 | $431.5K | 0.03% | +6,260 | New |
| Farther Finance Advisors, LLC | 6,325 | $436.0K | 0.01% | +257+4.2% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 6,361 | $437.4K | 0.00% | +1,417+28.7% | Added |
| Financial Advisory Service, Inc. | 6,413 | $442.1K | 0.03% | +150+2.4% | Added |
| Martingale Asset Management L P | 6,420 | $442.5K | 0.01% | +6,420 | New |
| Buckingham Strategic Partners | 6,486 | $447.0K | 0.01% | −1,859−22.3% | Reduced |
| Signaturefd, LLC | 6,507 | $448.5K | 0.01% | +52+0.8% | Added |
| IFG Advisory, LLC | 6,543 | $451.0K | 0.02% | +83+1.3% | Added |
| Kornitzer Capital Management Inc | 6,579 | $453.5K | 0.01% | 00.0% | Unchanged |
| Coldstream Capital Management Inc | 6,654 | $458.7K | 0.01% | −81−1.2% | Reduced |
| BKD Wealth Advisors, LLC | 6,678 | $460.3K | 0.01% | +77+1.2% | Added |
| Atomi Financial Group, Inc. | 6,700 | $461.9K | 0.02% | +142+2.2% | Added |
| AE Wealth Management LLC | 6,715 | $462.9K | 0.00% | +522+8.4% | Added |
| Vise Technologies, Inc. | 6,727 | $463.7K | 0.02% | +6,727 | New |
| Benjamin Edwards Inc | 6,821 | $470.2K | 0.01% | −742−9.8% | Reduced |
| Tokio Marine Asset Management Co Ltd | 6,946 | $478.8K | 0.02% | +234+3.5% | Added |
| Evoke Wealth, LLC | 7,017 | $483.7K | 0.01% | −78−1.1% | Reduced |
| NBC Securities, Inc. | 7,025 | $484.0K | 0.04% | +10.0% | Added |
| Ti-Trust, Inc | 7,047 | $485.8K | 0.33% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 7,908 | $486.7K | 0.04% | +52+0.7% | Added |
| We Are One Seven, LLC | 7,172 | $494.4K | 0.02% | +100+1.4% | Added |
| Coppell Advisory Solutions LLC | 7,399 | $505.4K | 0.06% | −966−11.5% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 7,340 | $505.9K | 0.01% | +25+0.3% | Added |
| iA Global Asset Management Inc. | 7,370 | $508.0K | 0.01% | +2,685+57.3% | Added |
| Jeppson Wealth Management, LLC | 7,424 | $511.7K | 0.18% | 00.0% | Unchanged |
| Principal Securities, Inc. | 7,547 | $520.2K | 0.01% | +6,648+739.5% | Added |
| Novak & Powell Financial Services, Inc. | 7,568 | $521.7K | 0.36% | +73+1.0% | Added |
| MainStreet Investment Advisors LLC | 7,706 | $531.2K | 0.07% | +2,359+44.1% | Added |
| Modern Wealth Management, LLC | 7,778 | $536.1K | 0.01% | +1,676+27.5% | Added |
| Mattern Wealth Management LLC | 7,911 | $545.3K | 0.11% | +10.0% | Added |
| Potomac Fund Management Inc | 8,019 | $545.8K | 0.03% | +169+2.2% | Added |
| Great Lakes Advisors, LLC | 7,977 | $549.9K | 0.00% | +3,052+62.0% | Added |
| Nicolet Bankshares Inc | 8,000 | $551.4K | 0.10% | 00.0% | Unchanged |
| Empirical Finance, LLC | 8,082 | $557.1K | 0.03% | +53+0.7% | Added |
| Vident Advisory, LLC | 8,107 | $558.8K | 0.01% | −8,273−50.5% | Reduced |
| Intrua Financial, LLC | 8,171 | $563.3K | 0.08% | −5,178−38.8% | Reduced |
| Metis Global Partners, LLC | 8,228 | $567.2K | 0.01% | −915−10.0% | Reduced |
| Systematic Financial Management LP | 8,235 | $567.6K | 0.02% | +8,235 | New |
| Hilltop Holdings Inc. | 8,430 | $581.1K | 0.04% | +287+3.5% | Added |
| Atria Investments LLC | 8,474 | $584.1K | 0.01% | −24−0.3% | Reduced |
| National Asset Management, Inc. | 8,478 | $584.4K | 0.03% | +8,478 | New |
| Aptus Capital Advisors, LLC | 8,521 | $587.4K | 0.01% | +8,521 | New |
| Virtus ETF Advisers LLC | 8,525 | $587.6K | 0.36% | 00.0% | Unchanged |