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 |
|---|---|---|---|---|---|
| O'Shaughnessy Asset Management, LLC | 22,689 | $1.56M | 0.01% | +3,163+16.2% | Added |
| Umb Bank N A | 22,615 | $1.56M | 0.02% | −1,550−6.4% | Reduced |
| Retirement Planning Group | 22,329 | $1.54M | 0.07% | +1,278+6.1% | Added |
| Dynamic Advisor Solutions LLC | 22,267 | $1.53M | 0.05% | −403−1.8% | Reduced |
| Bokf, NA | 22,074 | $1.52M | 0.02% | −474−2.1% | Reduced |
| Schnieders Capital Management LLC | 21,545 | $1.49M | 0.26% | +872+4.2% | Added |
| Pathstone Holdings, LLC | 21,213 | $1.46M | 0.01% | +694+3.4% | Added |
| Public Employees Retirement Association of Colorado | 20,530 | $1.42M | 0.01% | 00.0% | Unchanged |
| IHT Wealth Management, LLC | 20,528 | $1.41M | 0.04% | +212+1.0% | Added |
| Leo Wealth, LLC | 20,303 | $1.40M | 0.11% | +20,303 | New |
| Hennion & Walsh Asset Management, Inc. | 20,147 | $1.39M | 0.06% | +3,428+20.5% | Added |
| Lido Advisors, LLC | 20,045 | $1.38M | 0.01% | −2,242−10.1% | Reduced |
| Adamsbrown Wealth Consultants LLC | 19,910 | $1.37M | 0.40% | −249−1.2% | Reduced |
| Bryn Mawr Trust Co | 19,849 | $1.37M | 0.02% | +2,019+11.3% | Added |
| Oregon Public Employees Retirement Fund | 19,835 | $1.37M | 0.02% | +100+0.5% | Added |
| Wealthspire Advisors, LLC | 19,669 | $1.36M | 0.01% | +491+2.6% | Added |
| Advisory Services Network, LLC | 18,821 | $1.33M | 0.02% | +8,682+85.6% | Added |
| Sequoia Financial Advisors, LLC | 19,304 | $1.33M | 0.01% | +16,285+539.4% | Added |
| Private Advisor Group, LLC | 19,289 | $1.33M | 0.01% | +1,242+6.9% | Added |
| Park Avenue Securities LLC | 19,034 | $1.31M | 0.01% | +10,068+112.3% | Added |
| Miller Howard Investments Inc | 18,638 | $1.28M | 0.04% | +1,050+6.0% | Added |
| DekaBank Deutsche Girozentrale | 18,563 | $1.26M | 0.00% | +128+0.7% | Added |
| Trust Co | 18,101 | $1.25M | 0.14% | +11,264+164.8% | Added |
| Teachers Retirement System of the State of Kentucky | 18,043 | $1.24M | 0.01% | +270+1.5% | Added |
| Financial Partners Group, Inc | 17,614 | $1.21M | 0.17% | −13−0.1% | Reduced |
| Sanctuary Advisors, LLC | 17,422 | $1.20M | 0.01% | +1,075+6.6% | Added |
| Ethic Inc. | 17,425 | $1.19M | 0.02% | +332+1.9% | Added |
| NEOS Investment Management LLC | 17,254 | $1.19M | 0.01% | +3,566+26.1% | Added |
| Brookmont Capital Management | 17,155 | $1.18M | 0.68% | −454−2.6% | Reduced |
| Grantham, Mayo, Van Otterloo & Co. LLC | 16,973 | $1.17M | 0.00% | +6,216+57.8% | Added |
| Pensionfund Sabic | 16,900 | $1.17M | 0.33% | −1,700−9.1% | Reduced |
| Huber Capital Management LLC | 16,467 | $1.14M | 0.19% | +2,700+19.6% | Added |
| Wiley Bros.-Aintree Capital, LLC | 16,368 | $1.13M | 0.01% | +6,961+74.0% | Added |
| KBC Group NV | 16,391 | $1.13M | 0.00% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 16,382 | $1.13M | 0.02% | +3,380+26.0% | Added |
| Keybank National Association | 16,131 | $1.11M | 0.00% | +3,392+26.6% | Added |
| Mizuho Securities USA LLC | 15,909 | $1.10M | 0.02% | +15,909 | New |
| Toroso Investments, LLC | 15,792 | $1.09M | 0.01% | +721+4.8% | Added |
| Colony Group, LLC | 15,706 | $1.08M | 0.00% | +1,915+13.9% | Added |
| Jane Street Group, LLC | 15,620 | $1.08M | 0.00% | +15,620 | New |
| Rockland Trust Co | 15,124 | $1.04M | 0.05% | −12−0.1% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 14,835 | $1.02M | 0.00% | −13,137−47.0% | Reduced |
| GAMMA Investing LLC | 14,819 | $1.02M | 0.06% | +699+5.0% | Added |
| Man Group plc | 14,548 | $1.00M | 0.00% | +9,016+163.0% | Added |
| GWM Advisors LLC | 14,515 | $1.00M | 0.01% | +451+3.2% | Added |
| SeaCrest Wealth Management, LLC | 14,438 | $995.2K | 0.11% | +329+2.3% | Added |
| Shell Asset Management Co | 14,309 | $986.0K | 0.03% | +5,454+61.6% | Added |
| Kentucky Retirement Systems | 14,267 | $983.4K | 0.03% | −934−6.1% | Reduced |
| Boston Private Wealth LLC | 13,987 | $964.1K | 0.05% | +12,582+895.5% | Added |
| Hartford Investment Management Co | 13,916 | $959.2K | 0.03% | −118−0.8% | Reduced |
| WESPAC Advisors, LLC | 13,855 | $955.0K | 0.67% | −366−2.6% | Reduced |
| Exchange Traded Concepts, LLC | 13,617 | $938.6K | 0.01% | −43−0.3% | Reduced |
| Albion Financial Group | 13,183 | $908.7K | 0.06% | 00.0% | Unchanged |
| Gulf International Bank (UK) Ltd | 13,107 | $903.0K | 0.03% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 12,977 | $894.5K | 0.00% | +898+7.4% | Added |
| Chicago Partners Investment Group LLC | 12,719 | $884.6K | 0.03% | +2,677+26.7% | Added |
| Gibson Wealth Advisors LLC | 12,596 | $868.2K | 0.65% | +1,196+10.5% | Added |
| Contravisory Investment Management, Inc. | 12,550 | $865.1K | 0.17% | −13−0.1% | Reduced |
| Royal London Asset Management Ltd | 12,447 | $858.0K | 0.00% | 00.0% | Unchanged |
| Sierra Summit Advisors LLC | 12,317 | $849.0K | 0.15% | −323−2.6% | Reduced |
| Resources Investment Advisors, LLC. | 12,229 | $843.0K | 0.01% | +8,665+243.1% | Added |
| Meeder Advisory Services, Inc. | 12,120 | $835.4K | 0.04% | −683−5.3% | Reduced |
| Louisiana State Employees Retirement System | 12,100 | $834.1K | 0.02% | −300−2.4% | Reduced |
| Lifeworks Advisors, LLC | 12,023 | $828.7K | 0.12% | +6,624+122.7% | Added |
| AGH Wealth Advisors, LLC | 12,022 | $828.7K | 0.68% | +2,122+21.4% | Added |
| Securian Asset Management, Inc | 11,991 | $826.5K | 0.02% | −100−0.8% | Reduced |
| Janus Henderson Group PLC | 11,898 | $820.1K | 0.00% | −450−3.6% | Reduced |
| Concurrent Investment Advisors, LLC | 11,705 | $806.8K | 0.02% | −633−5.1% | Reduced |
| Prudent Man Advisors, LLC | 11,646 | $802.8K | 0.25% | +2,592+28.6% | Added |
| Altfest L J & Co Inc | 11,577 | $798.0K | 0.09% | +229+2.0% | Added |
| Profund Advisors LLC | 11,566 | $797.2K | 0.03% | +2,509+27.7% | Added |
| Lazard Asset Management LLC | 11,500 | $792.0K | 0.00% | −3,555−23.6% | Reduced |
| Moody National Bank Trust Division | 11,314 | $779.9K | 0.07% | −166−1.4% | Reduced |
| WCG Wealth Advisors LLC | 11,300 | $778.9K | 0.05% | +11,300 | New |
| Simplicity Wealth,LLC | 11,290 | $778.2K | 0.03% | +11,290 | New |
| Maryland State Retirement & Pension System | 11,187 | $771.1K | 0.02% | +779+7.5% | Added |
| Quest Partners LLC | 11,091 | $764.5K | 0.08% | +7,794+236.4% | Added |
| Cornercap Investment Counsel Inc | 11,067 | $762.8K | 0.40% | −248−2.2% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 10,957 | $755.0K | 0.01% | −662−5.7% | Reduced |
| Verity Asset Management, Inc. | 10,924 | $753.0K | 0.36% | +103+1.0% | Added |
| Pallas Capital Advisors LLC | 10,812 | $745.3K | 0.03% | −43−0.4% | Reduced |
| Wealthcare Advisory Partners LLC | 10,794 | $744.1K | 0.02% | +1,060+10.9% | Added |
| Moors & Cabot, Inc. | 10,785 | $743.4K | 0.03% | +904+9.1% | Added |
| New Mexico Educational Retirement Board | 10,750 | $741.0K | 0.02% | 00.0% | Unchanged |
| Prevail Innovative Wealth Advisors, LLC | 10,746 | $740.7K | 0.17% | +10,746 | New |
| Spirit of America Management Corp | 10,650 | $734.1K | 0.15% | +2,000+23.1% | Added |
| DGS Capital Management, LLC | 10,588 | $729.8K | 0.15% | +1,470+16.1% | Added |
| Lion Street Advisors, LLC | 10,508 | $724.3K | 0.22% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 10,499 | $723.7K | 0.12% | +5,215+98.7% | Added |
| RSM US Wealth Management LLC | 10,480 | $722.4K | 0.01% | +243+2.4% | Added |
| Smith, Moore & Co. | 10,443 | $719.8K | 0.06% | +309+3.0% | Added |
| Two Sigma Securities, LLC | 10,333 | $712.3K | 0.09% | +6,723+186.2% | Added |
| SG Americas Securities, LLC | 10,328 | $712.0K | 0.00% | −1,573−13.2% | Reduced |
| CoreFirst Bank & Trust | 10,327 | $711.8K | 0.40% | +3,712+56.1% | Added |
| Amica Mutual Insurance Co | 10,201 | $703.0K | 0.07% | 00.0% | Unchanged |
| Prime Capital Investment Advisors, LLC | 10,182 | $701.8K | 0.01% | −2,224−17.9% | Reduced |
| Janney Montgomery Scott LLC | 9,943 | $685.0K | 0.00% | −98−1.0% | Reduced |
| Norinchukin Bank, The | 9,828 | $677.4K | 0.01% | +458+4.9% | Added |
| Fulcrum Asset Management LLP | 9,807 | $676.0K | 0.19% | +9,807 | New |
| HighPoint Advisor Group LLC | 9,794 | $675.1K | 0.04% | +502+5.4% | Added |