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 |
|---|---|---|---|---|---|
| Apollon Financial, LLC | 4,764 | $328.4K | 0.07% | +47+1.0% | Added |
| Equitable Holdings, Inc. | 4,729 | $326.0K | 0.00% | −216−4.4% | Reduced |
| MidWestOne Financial Group, Inc. | 4,711 | $324.7K | 0.04% | −38−0.8% | Reduced |
| Advyzon Investment Management, LLC | 4,705 | $324.3K | 0.07% | +4,705 | New |
| Vaughan David Investments LLC | 4,664 | $321.0K | 0.01% | −269−5.5% | Reduced |
| IFP Advisors, Inc | 4,037 | $319.8K | 0.01% | +226+5.9% | Added |
| denkapparat Operations GmbH | 4,618 | $318.3K | 0.25% | −2,126−31.5% | Reduced |
| Sage Mountain Advisors LLC | 4,591 | $316.5K | 0.02% | −918−16.7% | Reduced |
| Kentucky Trust Co | 4,586 | $316.1K | 0.18% | −59−1.3% | Reduced |
| Sound View Wealth Advisors Group, LLC | 4,572 | $315.1K | 0.02% | 00.0% | Unchanged |
| Integris Wealth Management, LLC | 4,570 | $315.0K | 0.08% | 00.0% | Unchanged |
| Brighton Jones LLC | 4,562 | $314.4K | 0.01% | +310+7.3% | Added |
| Mather Group, LLC. | 4,548 | $313.5K | 0.00% | +401+9.7% | Added |
| Ameritas Advisory Services, LLC | 4,534 | $312.5K | 0.02% | +652+16.8% | Added |
| B. Metzler seel. Sohn & Co. AG | 4,524 | $311.8K | 0.00% | 00.0% | Unchanged |
| Golden State Equity Partners | 4,484 | $309.1K | 0.06% | −108−2.4% | Reduced |
| Farringdon Capital, Ltd. | 4,470 | $308.1K | 0.10% | +4,470 | New |
| Walker Asset Management, LLC | 4,468 | $307.9K | 0.18% | +35+0.8% | Added |
| Union Bancaire Privee, UBP SA | 5,138 | $307.7K | 0.01% | +5,138 | New |
| PFG Investments, LLC | 4,433 | $305.5K | 0.02% | +119+2.8% | Added |
| Triad Wealth Partners, LLC | 4,389 | $302.5K | 0.06% | +159+3.8% | Added |
| Custom Index Systems, LLC | 4,328 | $298.3K | 0.14% | +4,328 | New |
| Probity Advisors, Inc. | 4,312 | $297.2K | 0.05% | −23−0.5% | Reduced |
| Artisan Partners Limited Partnership | 4,308 | $296.9K | 0.00% | 00.0% | Unchanged |
| Ritholtz Wealth Management | 4,250 | $293.0K | 0.01% | +4,250 | New |
| Geneos Wealth Management Inc. | 4,250 | $292.9K | 0.01% | +325+8.3% | Added |
| Eastern Bank | 4,232 | $291.7K | 0.01% | 00.0% | Unchanged |
| Sound Stewardship, LLC | 4,232 | $291.7K | 0.15% | 00.0% | Unchanged |
| V-Square Quantitative Management LLC | 4,100 | $282.6K | 0.04% | +277+7.2% | Added |
| Black Diamond Financial, LLC | 4,075 | $280.9K | 0.04% | 00.0% | Unchanged |
| Cresset Asset Management, LLC | 4,073 | $280.7K | 0.00% | −3,105−43.3% | Reduced |
| Aviva PLC | 4,041 | $278.5K | 0.00% | +507+14.3% | Added |
| Kimelman & Baird, LLC | 4,031 | $277.9K | 0.02% | −23−0.6% | Reduced |
| Bank & Trust Co | 3,978 | $274.2K | 0.22% | 00.0% | Unchanged |
| Alpha Family Trust | 3,970 | $273.7K | 0.14% | 00.0% | Unchanged |
| Summit Financial, LLC | 3,950 | $272.3K | 0.01% | +3,950 | New |
| Sym Financial Corp | 3,944 | $271.9K | 0.03% | +111+2.9% | Added |
| Sowell Financial Services LLC | 3,916 | $269.9K | 0.01% | +44+1.1% | Added |
| Massmutual Trust Co FSB | 3,905 | $269.2K | 0.01% | +221+6.0% | Added |
| Kavar Capital Partners Group, LLC | 3,903 | $269.0K | 0.04% | +300+8.3% | Added |
| Legacy Financial Strategies, LLC | 3,893 | $268.3K | 0.05% | +62+1.6% | Added |
| Institute for Wealth Management, LLC. | 3,881 | $267.5K | 0.03% | +923+31.2% | Added |
| LexAurum Advisors, LLC | 3,880 | $267.4K | 0.04% | +375+10.7% | Added |
| Wedmont Private Capital | 3,845 | $264.6K | 0.01% | +406+11.8% | Added |
| MBB Public Markets I LLC | 3,826 | $263.7K | 0.03% | −857−18.3% | Reduced |
| First National Advisers, LLC | 3,761 | $259.2K | 0.04% | 00.0% | Unchanged |
| Glenview Trust Co | 3,758 | $259.0K | 0.00% | −46−1.2% | Reduced |
| Texas Yale Capital Corp. | 3,743 | $258.0K | 0.01% | 00.0% | Unchanged |
| D.A. Davidson & Co. | 3,735 | $257.5K | 0.00% | −67−1.8% | Reduced |
| Smith Chas P & Associates Pa Cpas | 3,735 | $257.5K | 0.01% | 00.0% | Unchanged |
| Trust Co of Kansas | 3,726 | $257.0K | 0.12% | −200−5.1% | Reduced |
| Everence Capital Management Inc | 3,720 | $256.0K | 0.02% | 00.0% | Unchanged |
| National Pension Service | 3,699 | $255.0K | 0.00% | +2,859+340.4% | Added |
| Cornerstone Wealth Management, LLC | 3,651 | $251.7K | 0.02% | +111+3.1% | Added |
| OneAscent Financial Services LLC | 3,610 | $251.0K | 0.02% | +6+0.2% | Added |
| Blackhawk Capital Partners LLC. | 3,620 | $249.5K | 0.12% | −2,484−40.7% | Reduced |
| Baker Avenue Asset Management, LP | 3,601 | $248.2K | 0.01% | +236+7.0% | Added |
| Ballentine Partners, LLC | 3,592 | $247.6K | 0.00% | −91−2.5% | Reduced |
| Kingsview Wealth Management, LLC | 3,569 | $246.0K | 0.00% | +3,569 | New |
| Danske Bank A/S | 3,500 | $241.3K | 0.00% | −150−4.1% | Reduced |
| Greenleaf Trust | 3,495 | $240.9K | 0.00% | +14+0.4% | Added |
| Gries Financial LLC | 3,484 | $240.2K | 0.04% | 00.0% | Unchanged |
| Marshall Wace, LLP | 3,439 | $237.1K | 0.00% | +3,439 | New |
| Longboard Asset Management, LP | 3,396 | $234.1K | 0.58% | 00.0% | Unchanged |
| Advisory Alpha, LLC | 3,381 | $233.1K | 0.01% | +102+3.1% | Added |
| Morningstar Investment Management LLC | 3,377 | $233.0K | 0.02% | +3,377 | New |
| Phoenix Wealth Advisors | 3,329 | $229.5K | 0.10% | +28+0.8% | Added |
| AlphaStar Capital Management, LLC | 3,327 | $229.3K | 0.02% | −4,937−59.7% | Reduced |
| Hager Investment Management Services, LLC | 3,320 | $228.8K | 0.14% | 00.0% | Unchanged |
| Ieq Capital, LLC | 3,303 | $227.7K | 0.00% | −32,412−90.8% | Reduced |
| Beacon Pointe Advisors, LLC | 3,301 | $227.5K | 0.00% | +227+7.4% | Added |
| KCM Investment Advisors LLC | 3,270 | $225.4K | 0.01% | −784−19.3% | Reduced |
| Commerzbank Aktiengesellschaft | 3,239 | $224.0K | 0.01% | 00.0% | Unchanged |
| Optas, LLC | 3,246 | $223.7K | 0.04% | +3,246 | New |
| Venturi Wealth Management, LLC | 3,245 | $223.7K | 0.01% | −484−13.0% | Reduced |
| Quent Capital, LLC | 3,233 | $222.9K | 0.02% | +14+0.4% | Added |
| Leavell Investment Management, Inc. | 3,228 | $222.5K | 0.01% | 00.0% | Unchanged |
| Keystone Financial Group | 3,212 | $221.4K | 0.02% | +3,212 | New |
| Ifrah Financial Services, Inc. | 3,144 | $216.7K | 0.06% | −43−1.3% | Reduced |
| Steel Peak Wealth Management LLC | 3,128 | $215.6K | 0.01% | −12,858−80.4% | Reduced |
| Guyasuta Investment Advisors Inc | 3,115 | $214.7K | 0.01% | 00.0% | Unchanged |
| Canada Post Corp Registered Pension Plan | 3,105 | $214.0K | 0.01% | +3,105 | New |
| Nova R Wealth, Inc. | 3,103 | $213.9K | 0.10% | 00.0% | Unchanged |
| Wealth Alliance Advisory Group, LLC | 3,085 | $212.6K | 0.04% | +3,085 | New |
| Clearwater Capital Advisors, LLC | 3,074 | $211.9K | 0.02% | 00.0% | Unchanged |
| Inscription Capital, LLC | 3,060 | $211.0K | 0.03% | +3,060 | New |
| King Luther Capital Management Corp | 3,060 | $210.9K | 0.00% | +79+2.7% | Added |
| Bedel Financial Consulting, Inc. | 3,046 | $210.0K | 0.03% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 3,032 | $209.0K | 0.00% | −1,041−25.6% | Reduced |
| Barnes Wealth Management Group, Inc | 3,005 | $207.1K | 0.12% | +96+3.3% | Added |
| Brown Advisory Inc | 2,999 | $206.7K | 0.00% | +2,999 | New |
| Burton Enright Welch | 2,912 | $200.7K | 0.03% | +8+0.3% | Added |
| State of Wyoming | 2,832 | $195.2K | 0.02% | −2,754−49.3% | Reduced |
| Riggs Asset Managment Co. Inc. | 2,800 | $193.0K | 0.05% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 2,620 | $180.6K | 0.00% | +2,620 | New |
| Larson Financial Group LLC | 2,614 | $180.2K | 0.01% | −703−21.2% | Reduced |
| Tower Research Capital LLC (TRC) | 2,558 | $176.3K | 0.00% | −17,948−87.5% | Reduced |
| Bessemer Group Inc | 2,565 | $176.0K | 0.00% | −447−14.8% | Reduced |
| Virtus Investment Advisers, Inc. | 2,553 | $176.0K | 0.06% | +113+4.6% | Added |
| Brown Brothers Harriman & Co | 2,492 | $171.8K | 0.00% | +247+11.0% | Added |