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 |
|---|---|---|---|---|---|
| Northwest & Ethical Investments L.P. | 8,609 | $588.2K | 0.01% | 00.0% | Unchanged |
| Heartland Bank & Trust Co | 8,562 | $590.2K | 0.28% | −252−2.9% | Reduced |
| Stephenson National Bank & Trust | 8,628 | $594.7K | 0.19% | −97−1.1% | Reduced |
| Apexium Financial, LP | 8,728 | $601.6K | 0.03% | 00.0% | Unchanged |
| Blair William & Co | 8,826 | $608.4K | 0.00% | −117−1.3% | Reduced |
| FineMark National Bank & Trust | 8,835 | $609.0K | 0.02% | −7−0.1% | Reduced |
| HB Wealth Management, LLC | 8,914 | $614.4K | 0.00% | +141+1.6% | Added |
| Independent Advisor Alliance | 8,958 | $617.5K | 0.02% | −1,268−12.4% | Reduced |
| Parallel Advisors, LLC | 8,961 | $617.7K | 0.01% | −377−4.0% | Reduced |
| Iams Wealth Management, LLC | 8,980 | $619.1K | 0.28% | −1,052−10.5% | Reduced |
| Fairview Capital Investment Management, LLC | 9,000 | $620.4K | 0.03% | 00.0% | Unchanged |
| Evergreen Capital Management LLC | 9,070 | $625.2K | 0.02% | +460+5.3% | Added |
| Johnson Investment Counsel Inc | 9,173 | $632.3K | 0.01% | 00.0% | Unchanged |
| Crossmark Global Holdings, Inc. | 9,258 | $638.2K | 0.01% | −458−4.7% | Reduced |
| United Capital Financial Advisers, LLC | 9,259 | $638.2K | 0.01% | +1,123+13.8% | Added |
| Caliber Wealth Management, LLC | 9,377 | $646.4K | 0.07% | +2,931+45.5% | Added |
| Agf Management Ltd | 9,406 | $648.4K | 0.00% | −145−1.5% | Reduced |
| Allworth Financial LP | 9,427 | $649.8K | 0.00% | +1,460+18.3% | Added |
| EP Wealth Advisors, LLC | 9,444 | $651.0K | 0.00% | +1,750+22.7% | Added |
| Synovus Financial Corp | 9,507 | $655.3K | 0.01% | +264+2.9% | Added |
| Turning Point Benefit Group, Inc. | 9,613 | $662.6K | 0.50% | +493+5.4% | Added |
| HighPoint Advisor Group LLC | 9,794 | $675.1K | 0.04% | +502+5.4% | Added |
| Fulcrum Asset Management LLP | 9,807 | $676.0K | 0.19% | +9,807 | New |
| Norinchukin Bank, The | 9,828 | $677.4K | 0.01% | +458+4.9% | Added |
| Janney Montgomery Scott LLC | 9,943 | $685.0K | 0.00% | −98−1.0% | Reduced |
| Prime Capital Investment Advisors, LLC | 10,182 | $701.8K | 0.01% | −2,224−17.9% | Reduced |
| Amica Mutual Insurance Co | 10,201 | $703.0K | 0.07% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 10,327 | $711.8K | 0.40% | +3,712+56.1% | Added |
| SG Americas Securities, LLC | 10,328 | $712.0K | 0.00% | −1,573−13.2% | Reduced |
| Two Sigma Securities, LLC | 10,333 | $712.3K | 0.09% | +6,723+186.2% | Added |
| Smith, Moore & Co. | 10,443 | $719.8K | 0.06% | +309+3.0% | Added |
| RSM US Wealth Management LLC | 10,480 | $722.4K | 0.01% | +243+2.4% | Added |
| USA Financial Portformulas Corp | 10,499 | $723.7K | 0.12% | +5,215+98.7% | Added |
| Lion Street Advisors, LLC | 10,508 | $724.3K | 0.22% | 00.0% | Unchanged |
| DGS Capital Management, LLC | 10,588 | $729.8K | 0.15% | +1,470+16.1% | Added |
| Spirit of America Management Corp | 10,650 | $734.1K | 0.15% | +2,000+23.1% | Added |
| Prevail Innovative Wealth Advisors, LLC | 10,746 | $740.7K | 0.17% | +10,746 | New |
| New Mexico Educational Retirement Board | 10,750 | $741.0K | 0.02% | 00.0% | Unchanged |
| Moors & Cabot, Inc. | 10,785 | $743.4K | 0.03% | +904+9.1% | Added |
| Wealthcare Advisory Partners LLC | 10,794 | $744.1K | 0.02% | +1,060+10.9% | Added |
| Pallas Capital Advisors LLC | 10,812 | $745.3K | 0.03% | −43−0.4% | Reduced |
| Verity Asset Management, Inc. | 10,924 | $753.0K | 0.36% | +103+1.0% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 10,957 | $755.0K | 0.01% | −662−5.7% | Reduced |
| Cornercap Investment Counsel Inc | 11,067 | $762.8K | 0.40% | −248−2.2% | Reduced |
| Quest Partners LLC | 11,091 | $764.5K | 0.08% | +7,794+236.4% | Added |
| Maryland State Retirement & Pension System | 11,187 | $771.1K | 0.02% | +779+7.5% | Added |
| Simplicity Wealth,LLC | 11,290 | $778.2K | 0.03% | +11,290 | New |
| WCG Wealth Advisors LLC | 11,300 | $778.9K | 0.05% | +11,300 | New |
| Moody National Bank Trust Division | 11,314 | $779.9K | 0.07% | −166−1.4% | Reduced |
| Lazard Asset Management LLC | 11,500 | $792.0K | 0.00% | −3,555−23.6% | Reduced |
| Profund Advisors LLC | 11,566 | $797.2K | 0.03% | +2,509+27.7% | Added |
| Altfest L J & Co Inc | 11,577 | $798.0K | 0.09% | +229+2.0% | Added |
| Prudent Man Advisors, LLC | 11,646 | $802.8K | 0.25% | +2,592+28.6% | Added |
| Concurrent Investment Advisors, LLC | 11,705 | $806.8K | 0.02% | −633−5.1% | Reduced |
| Janus Henderson Group PLC | 11,898 | $820.1K | 0.00% | −450−3.6% | Reduced |
| Securian Asset Management, Inc | 11,991 | $826.5K | 0.02% | −100−0.8% | Reduced |
| AGH Wealth Advisors, LLC | 12,022 | $828.7K | 0.68% | +2,122+21.4% | Added |
| Lifeworks Advisors, LLC | 12,023 | $828.7K | 0.12% | +6,624+122.7% | Added |
| Louisiana State Employees Retirement System | 12,100 | $834.1K | 0.02% | −300−2.4% | Reduced |
| Meeder Advisory Services, Inc. | 12,120 | $835.4K | 0.04% | −683−5.3% | Reduced |
| Resources Investment Advisors, LLC. | 12,229 | $843.0K | 0.01% | +8,665+243.1% | Added |
| Sierra Summit Advisors LLC | 12,317 | $849.0K | 0.15% | −323−2.6% | Reduced |
| Royal London Asset Management Ltd | 12,447 | $858.0K | 0.00% | 00.0% | Unchanged |
| Contravisory Investment Management, Inc. | 12,550 | $865.1K | 0.17% | −13−0.1% | Reduced |
| Gibson Wealth Advisors LLC | 12,596 | $868.2K | 0.65% | +1,196+10.5% | Added |
| Chicago Partners Investment Group LLC | 12,719 | $884.6K | 0.03% | +2,677+26.7% | Added |
| Kestra Advisory Services, LLC | 12,977 | $894.5K | 0.00% | +898+7.4% | Added |
| Gulf International Bank (UK) Ltd | 13,107 | $903.0K | 0.03% | 00.0% | Unchanged |
| Albion Financial Group | 13,183 | $908.7K | 0.06% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 13,617 | $938.6K | 0.01% | −43−0.3% | Reduced |
| WESPAC Advisors, LLC | 13,855 | $955.0K | 0.67% | −366−2.6% | Reduced |
| Hartford Investment Management Co | 13,916 | $959.2K | 0.03% | −118−0.8% | Reduced |
| Boston Private Wealth LLC | 13,987 | $964.1K | 0.05% | +12,582+895.5% | Added |
| Kentucky Retirement Systems | 14,267 | $983.4K | 0.03% | −934−6.1% | Reduced |
| Shell Asset Management Co | 14,309 | $986.0K | 0.03% | +5,454+61.6% | Added |
| SeaCrest Wealth Management, LLC | 14,438 | $995.2K | 0.11% | +329+2.3% | Added |
| GWM Advisors LLC | 14,515 | $1.00M | 0.01% | +451+3.2% | Added |
| Man Group plc | 14,548 | $1.00M | 0.00% | +9,016+163.0% | Added |
| GAMMA Investing LLC | 14,819 | $1.02M | 0.06% | +699+5.0% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 14,835 | $1.02M | 0.00% | −13,137−47.0% | Reduced |
| Rockland Trust Co | 15,124 | $1.04M | 0.05% | −12−0.1% | Reduced |
| Jane Street Group, LLC | 15,620 | $1.08M | 0.00% | +15,620 | New |
| Colony Group, LLC | 15,706 | $1.08M | 0.00% | +1,915+13.9% | Added |
| Toroso Investments, LLC | 15,792 | $1.09M | 0.01% | +721+4.8% | Added |
| Mizuho Securities USA LLC | 15,909 | $1.10M | 0.02% | +15,909 | New |
| Keybank National Association | 16,131 | $1.11M | 0.00% | +3,392+26.6% | Added |
| Sterling Capital Management LLC | 16,382 | $1.13M | 0.02% | +3,380+26.0% | Added |
| KBC Group NV | 16,391 | $1.13M | 0.00% | 00.0% | Unchanged |
| Wiley Bros.-Aintree Capital, LLC | 16,368 | $1.13M | 0.01% | +6,961+74.0% | Added |
| Huber Capital Management LLC | 16,467 | $1.14M | 0.19% | +2,700+19.6% | Added |
| Pensionfund Sabic | 16,900 | $1.17M | 0.33% | −1,700−9.1% | Reduced |
| Grantham, Mayo, Van Otterloo & Co. LLC | 16,973 | $1.17M | 0.00% | +6,216+57.8% | Added |
| Brookmont Capital Management | 17,155 | $1.18M | 0.68% | −454−2.6% | Reduced |
| NEOS Investment Management LLC | 17,254 | $1.19M | 0.01% | +3,566+26.1% | Added |
| Ethic Inc. | 17,425 | $1.19M | 0.02% | +332+1.9% | Added |
| Sanctuary Advisors, LLC | 17,422 | $1.20M | 0.01% | +1,075+6.6% | Added |
| Financial Partners Group, Inc | 17,614 | $1.21M | 0.17% | −13−0.1% | Reduced |
| Teachers Retirement System of the State of Kentucky | 18,043 | $1.24M | 0.01% | +270+1.5% | Added |
| Trust Co | 18,101 | $1.25M | 0.14% | +11,264+164.8% | Added |
| DekaBank Deutsche Girozentrale | 18,563 | $1.26M | 0.00% | +128+0.7% | Added |