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 |
|---|---|---|---|---|---|
| Turning Point Benefit Group, Inc. | 9,613 | $662.6K | 0.50% | +493+5.4% | Added |
| Synovus Financial Corp | 9,507 | $655.3K | 0.01% | +264+2.9% | Added |
| EP Wealth Advisors, LLC | 9,444 | $651.0K | 0.00% | +1,750+22.7% | Added |
| Allworth Financial LP | 9,427 | $649.8K | 0.00% | +1,460+18.3% | Added |
| Agf Management Ltd | 9,406 | $648.4K | 0.00% | −145−1.5% | Reduced |
| Caliber Wealth Management, LLC | 9,377 | $646.4K | 0.07% | +2,931+45.5% | Added |
| United Capital Financial Advisers, LLC | 9,259 | $638.2K | 0.01% | +1,123+13.8% | Added |
| Crossmark Global Holdings, Inc. | 9,258 | $638.2K | 0.01% | −458−4.7% | Reduced |
| Johnson Investment Counsel Inc | 9,173 | $632.3K | 0.01% | 00.0% | Unchanged |
| Evergreen Capital Management LLC | 9,070 | $625.2K | 0.02% | +460+5.3% | Added |
| Fairview Capital Investment Management, LLC | 9,000 | $620.4K | 0.03% | 00.0% | Unchanged |
| Iams Wealth Management, LLC | 8,980 | $619.1K | 0.28% | −1,052−10.5% | Reduced |
| Parallel Advisors, LLC | 8,961 | $617.7K | 0.01% | −377−4.0% | Reduced |
| Independent Advisor Alliance | 8,958 | $617.5K | 0.02% | −1,268−12.4% | Reduced |
| HB Wealth Management, LLC | 8,914 | $614.4K | 0.00% | +141+1.6% | Added |
| FineMark National Bank & Trust | 8,835 | $609.0K | 0.02% | −7−0.1% | Reduced |
| Blair William & Co | 8,826 | $608.4K | 0.00% | −117−1.3% | Reduced |
| Apexium Financial, LP | 8,728 | $601.6K | 0.03% | 00.0% | Unchanged |
| Stephenson National Bank & Trust | 8,628 | $594.7K | 0.19% | −97−1.1% | Reduced |
| Heartland Bank & Trust Co | 8,562 | $590.2K | 0.28% | −252−2.9% | Reduced |
| Northwest & Ethical Investments L.P. | 8,609 | $588.2K | 0.01% | 00.0% | Unchanged |
| Virtus ETF Advisers LLC | 8,525 | $587.6K | 0.36% | 00.0% | Unchanged |
| Aptus Capital Advisors, LLC | 8,521 | $587.4K | 0.01% | +8,521 | New |
| National Asset Management, Inc. | 8,478 | $584.4K | 0.03% | +8,478 | New |
| Atria Investments LLC | 8,474 | $584.1K | 0.01% | −24−0.3% | Reduced |
| Hilltop Holdings Inc. | 8,430 | $581.1K | 0.04% | +287+3.5% | Added |
| Systematic Financial Management LP | 8,235 | $567.6K | 0.02% | +8,235 | New |
| Metis Global Partners, LLC | 8,228 | $567.2K | 0.01% | −915−10.0% | Reduced |
| Intrua Financial, LLC | 8,171 | $563.3K | 0.08% | −5,178−38.8% | Reduced |
| Vident Advisory, LLC | 8,107 | $558.8K | 0.01% | −8,273−50.5% | Reduced |
| Empirical Finance, LLC | 8,082 | $557.1K | 0.03% | +53+0.7% | Added |
| Nicolet Bankshares Inc | 8,000 | $551.4K | 0.10% | 00.0% | Unchanged |
| Great Lakes Advisors, LLC | 7,977 | $549.9K | 0.00% | +3,052+62.0% | Added |
| Potomac Fund Management Inc | 8,019 | $545.8K | 0.03% | +169+2.2% | Added |
| Mattern Wealth Management LLC | 7,911 | $545.3K | 0.11% | +10.0% | Added |
| Modern Wealth Management, LLC | 7,778 | $536.1K | 0.01% | +1,676+27.5% | Added |
| MainStreet Investment Advisors LLC | 7,706 | $531.2K | 0.07% | +2,359+44.1% | Added |
| Novak & Powell Financial Services, Inc. | 7,568 | $521.7K | 0.36% | +73+1.0% | Added |
| Principal Securities, Inc. | 7,547 | $520.2K | 0.01% | +6,648+739.5% | Added |
| Jeppson Wealth Management, LLC | 7,424 | $511.7K | 0.18% | 00.0% | Unchanged |
| iA Global Asset Management Inc. | 7,370 | $508.0K | 0.01% | +2,685+57.3% | Added |
| Northwestern Mutual Investment Management Company, LLC | 7,340 | $505.9K | 0.01% | +25+0.3% | Added |
| Coppell Advisory Solutions LLC | 7,399 | $505.4K | 0.06% | −966−11.5% | Reduced |
| We Are One Seven, LLC | 7,172 | $494.4K | 0.02% | +100+1.4% | Added |
| Sunbelt Securities, Inc. | 7,908 | $486.7K | 0.04% | +52+0.7% | Added |
| Ti-Trust, Inc | 7,047 | $485.8K | 0.33% | 00.0% | Unchanged |
| NBC Securities, Inc. | 7,025 | $484.0K | 0.04% | +10.0% | Added |
| Evoke Wealth, LLC | 7,017 | $483.7K | 0.01% | −78−1.1% | Reduced |
| Tokio Marine Asset Management Co Ltd | 6,946 | $478.8K | 0.02% | +234+3.5% | Added |
| Benjamin Edwards Inc | 6,821 | $470.2K | 0.01% | −742−9.8% | Reduced |
| Vise Technologies, Inc. | 6,727 | $463.7K | 0.02% | +6,727 | New |
| AE Wealth Management LLC | 6,715 | $462.9K | 0.00% | +522+8.4% | Added |
| Atomi Financial Group, Inc. | 6,700 | $461.9K | 0.02% | +142+2.2% | Added |
| BKD Wealth Advisors, LLC | 6,678 | $460.3K | 0.01% | +77+1.2% | Added |
| Coldstream Capital Management Inc | 6,654 | $458.7K | 0.01% | −81−1.2% | Reduced |
| Kornitzer Capital Management Inc | 6,579 | $453.5K | 0.01% | 00.0% | Unchanged |
| IFG Advisory, LLC | 6,543 | $451.0K | 0.02% | +83+1.3% | Added |
| Signaturefd, LLC | 6,507 | $448.5K | 0.01% | +52+0.8% | Added |
| Buckingham Strategic Partners | 6,486 | $447.0K | 0.01% | −1,859−22.3% | Reduced |
| Martingale Asset Management L P | 6,420 | $442.5K | 0.01% | +6,420 | New |
| Financial Advisory Service, Inc. | 6,413 | $442.1K | 0.03% | +150+2.4% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 6,361 | $437.4K | 0.00% | +1,417+28.7% | Added |
| Farther Finance Advisors, LLC | 6,325 | $436.0K | 0.01% | +257+4.2% | Added |
| CSS LLC | 6,260 | $431.5K | 0.03% | +6,260 | New |
| Occudo Quantitative Strategies LP | 6,227 | $429.2K | 0.05% | +6,227 | New |
| Pensionmark Financial Group, LLC | 6,170 | $425.3K | 0.01% | +362+6.2% | Added |
| Summit Trail Advisors, LLC | 6,096 | $420.2K | 0.01% | +1,957+47.3% | Added |
| Kovitz Investment Group Partners, LLC | 6,089 | $419.7K | 0.00% | +24+0.4% | Added |
| Waterfront Wealth Inc. | 6,067 | $418.2K | 0.09% | +26+0.4% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 6,055 | $417.4K | 0.03% | −420−6.5% | Reduced |
| NorthCrest Asset Manangement, LLC | 5,906 | $414.5K | 0.01% | −293−4.7% | Reduced |
| Apollon Wealth Management, LLC | 6,010 | $414.3K | 0.01% | +1,365+29.4% | Added |
| Callan Family Office, LLC | 5,992 | $413.0K | 0.01% | +5,992 | New |
| Uncommon Cents Investing LLC | 5,840 | $402.6K | 0.11% | 00.0% | Unchanged |
| Naples Global Advisors, LLC | 5,514 | $380.1K | 0.03% | 00.0% | Unchanged |
| Schulhoff & Co Inc | 5,500 | $379.1K | 0.17% | 00.0% | Unchanged |
| Savant Capital, LLC | 5,445 | $375.3K | 0.00% | −91−1.6% | Reduced |
| Ci Investments Inc. | 5,425 | $374.0K | 0.00% | −1,691−23.8% | Reduced |
| Tocqueville Asset Management L.P. | 5,400 | $372.2K | 0.01% | 00.0% | Unchanged |
| Empowered Funds, LLC | 5,390 | $371.5K | 0.00% | +742+16.0% | Added |
| Vista Investment Partners LLC | 5,358 | $369.3K | 0.11% | 00.0% | Unchanged |
| Balboa Wealth Partners | 5,357 | $369.3K | 0.07% | +5,357 | New |
| Advantage Trust Co | 5,350 | $368.8K | 0.18% | +5,250+5,250.0% | Added |
| GoalVest Advisory LLC | 5,259 | $362.5K | 0.09% | +163+3.2% | Added |
| Garrett Investment Advisors LLC | 5,130 | $353.6K | 0.03% | +13+0.3% | Added |
| Merit Financial Group, LLC | 5,112 | $352.4K | 0.00% | +449+9.6% | Added |
| MUFG Securities Americas Inc. | 5,099 | $351.5K | 0.03% | +1,028+25.3% | Added |
| Gentry Private Wealth, LLC | 5,093 | $351.1K | 0.27% | 00.0% | Unchanged |
| Central Trust Co | 5,074 | $349.8K | 0.01% | +183+3.7% | Added |
| Syon Capital LLC | 5,046 | $347.8K | 0.02% | +5,046 | New |
| NorthRock Partners, LLC | 5,035 | $347.1K | 0.01% | +352+7.5% | Added |
| Valeo Financial Advisors, LLC | 5,007 | $345.2K | 0.01% | +593+13.4% | Added |
| Garner Asset Management Corp | 4,956 | $341.6K | 0.16% | −339−6.4% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 4,946 | $340.9K | 0.02% | −2,730−35.6% | Reduced |
| Federation des caisses Desjardins du Quebec | 4,909 | $338.4K | 0.00% | +186+3.9% | Added |
| Gradient Investments LLC | 4,896 | $337.5K | 0.01% | +1,235+33.7% | Added |
| Bridgefront Capital, LLC | 4,855 | $334.7K | 0.09% | −25,263−83.9% | Reduced |
| Kestra Private Wealth Services, LLC | 4,805 | $331.2K | 0.00% | +243+5.3% | Added |
| Intrust Bank NA | 4,768 | $328.7K | 0.03% | −599−11.2% | Reduced |
| Huntington National Bank | 4,767 | $328.6K | 0.00% | +195+4.3% | Added |