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 |
|---|---|---|---|---|---|
| CX Institutional | 2,336 | $161.0K | 0.01% | −263−10.1% | Reduced |
| Versant Capital Management, Inc | 2,200 | $151.6K | 0.02% | +67+3.1% | Added |
| Y.D. More Investments Ltd | 2,217 | $151.4K | 0.01% | +446+25.2% | Added |
| Ameritas Investment Partners, Inc. | 2,172 | $149.7K | 0.00% | −157−6.7% | Reduced |
| Bayforest Capital Ltd | 2,150 | $148.2K | 0.06% | −3,877−64.3% | Reduced |
| Simplex Trading, LLC | 2,140 | $147.0K | 0.00% | +2,140 | New |
| HHM Wealth Advisors, LLC | 2,074 | $143.0K | 0.02% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 1,966 | $135.5K | 0.01% | +26+1.3% | Added |
| Walleye Trading LLC | 1,873 | $129.1K | 0.00% | +1,873 | New |
| Trust Co of Vermont | 1,870 | $128.9K | 0.01% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 1,865 | $128.6K | 0.01% | +129+7.4% | Added |
| Tradewinds Capital Management, LLC | 1,800 | $124.1K | 0.03% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 1,677 | $115.6K | 0.01% | −105−5.9% | Reduced |
| Addison Advisors LLC | 1,531 | $105.5K | 0.03% | +17+1.1% | Added |
| Ostrum Asset Management | 1,525 | $105.1K | 0.00% | −44−2.8% | Reduced |
| Smartleaf Asset Management LLC | 1,532 | $104.7K | 0.01% | −1,011−39.8% | Reduced |
| Atwood & Palmer Inc | 1,507 | $103.9K | 0.01% | +239+18.8% | Added |
| Creative Capital Management Investments LLC | 1,501 | $103.5K | 0.04% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 1,438 | $99.2K | 0.01% | +1+0.1% | Added |
| Siemens Fonds Invest GmbH | 1,438 | $99.1K | 0.01% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 1,393 | $96.0K | 0.00% | +30+2.2% | Added |
| Ronald Blue Trust, Inc. | 1,345 | $92.7K | 0.00% | −94−6.5% | Reduced |
| Westside Investment Management, Inc. | 1,279 | $88.2K | 0.02% | +105+8.9% | Added |
| Hilltop National Bank | 1,267 | $87.3K | 0.02% | +1,267 | New |
| Atlas Capital Advisors LLC | 1,253 | $86.4K | 0.01% | +969+341.2% | Added |
| Rogco, LP | 1,120 | $77.2K | 0.03% | +158+16.4% | Added |
| Crewe Advisors LLC | 1,089 | $75.1K | 0.01% | +189+21.0% | Added |
| First Command Advisory Services, Inc. | 1,052 | $72.5K | 0.00% | 00.0% | Unchanged |
| Amica Retiree Medical Trust | 1,025 | $71.0K | 0.10% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 1,018 | $70.2K | 0.01% | +225+28.4% | Added |
| Glass Jacobson Investment Advisors llc | 1,010 | $69.6K | 0.03% | 00.0% | Unchanged |
| First Financial Corp | 1,000 | $68.9K | 0.03% | 00.0% | Unchanged |
| Montag A & Associates Inc | 1,000 | $68.9K | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 1,000 | $68.9K | 0.01% | 00.0% | Unchanged |
| HM Payson & Co | 1,000 | $68.9K | 0.00% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 1,000 | $68.9K | 0.01% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 1,000 | $68.9K | 0.02% | +1,000 | New |
| Mowery & Schoenfeld Wealth Management, LLC | 976 | $67.3K | 0.11% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 969 | $66.8K | 0.00% | +13+1.4% | Added |
| Caldwell Sutter Capital, Inc. | 956 | $65.9K | 0.03% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 948 | $65.3K | 0.01% | +24+2.6% | Added |
| First Horizon Advisors, Inc. | 925 | $63.8K | 0.00% | −376−28.9% | Reduced |
| MorganRosel Wealth Management, LLC | 911 | $62.8K | 0.02% | +911 | New |
| Spire Wealth Management | 909 | $62.7K | 0.00% | −101−10.0% | Reduced |
| Hughes Financial Services, LLC | 842 | $61.7K | 0.01% | 00.0% | Unchanged |
| Truvestments Capital LLC | 892 | $61.5K | 0.01% | +5+0.6% | Added |
| Asset Dedication, LLC | 886 | $61.1K | 0.00% | 00.0% | Unchanged |
| Skopos Labs, Inc. | 874 | $60.2K | 0.01% | +164+23.1% | Added |
| Whittier Trust Co of Nevada Inc | 860 | $59.3K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 849 | $59.0K | 0.00% | +167+24.5% | Added |
| Cary Street Partner Investment Advisory LLC | 832 | $57.4K | 0.03% | +344+70.5% | Added |
| CVA Family Office, LLC | 813 | $56.0K | 0.01% | −95−10.5% | Reduced |
| City State Bank | 808 | $55.7K | 0.02% | 00.0% | Unchanged |
| MAI Capital Management | 800 | $55.2K | 0.00% | +231+40.6% | Added |
| Rocky Mountain Advisers, LLC | 797 | $54.9K | 0.02% | 00.0% | Unchanged |
| Whittier Trust Co | 781 | $53.8K | 0.00% | 00.0% | Unchanged |
| Centennial Bank | 777 | $53.6K | 0.02% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 772 | $53.2K | 0.03% | +40+5.5% | Added |
| Rothschild Investment LLC | 747 | $51.5K | 0.00% | +15+2.0% | Added |
| Pinnacle Bancorp, Inc. | 740 | $51.0K | 0.02% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 713 | $49.1K | 0.01% | −12−1.7% | Reduced |
| TD Private Client Wealth LLC | 711 | $49.0K | 0.00% | +105+17.3% | Added |
| Migdal Insurance & Financial Holdings Ltd. | 690 | $48.0K | 0.00% | +690 | New |
| Zions Bancorporation, National Association | 688 | $47.4K | 0.00% | −3−0.4% | Reduced |
| MUFG Securities EMEA plc | 678 | $46.7K | 0.00% | +678 | New |
| Tortoise Investment Management, LLC | 676 | $46.6K | 0.00% | 00.0% | Unchanged |
| Investment Management Corp | 667 | $46.0K | 0.04% | +98+17.2% | Added |
| BFSG, LLC | 665 | $45.8K | 0.01% | +300+82.2% | Added |
| Heritage Wealth Advisors | 658 | $45.4K | 0.00% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 650 | $44.8K | 0.02% | 00.0% | Unchanged |
| Onefund, LLC | 607 | $42.0K | 0.03% | +607 | New |
| Delta Asset Management LLC | 605 | $41.7K | 0.00% | 00.0% | Unchanged |
| Mechanics Financial Corp | 605 | $41.7K | 0.02% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 600 | $41.4K | 0.00% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 598 | $41.2K | 0.01% | 00.0% | Unchanged |
| Key Financial Inc | 598 | $41.2K | 0.01% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 556 | $38.3K | 0.01% | 00.0% | Unchanged |
| CNB Bank | 538 | $37.1K | 0.02% | −15−2.7% | Reduced |
| Moisand Fitzgerald Tamayo, LLC | 534 | $36.8K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 536 | $36.0K | 0.01% | +40+8.1% | Added |
| Fairscale Capital, LLC | 492 | $34.8K | 0.03% | 00.0% | Unchanged |
| Bank of Jackson Hole Trust | 498 | $34.3K | 0.02% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 496 | $34.2K | 0.00% | +298+150.5% | Added |
| True Wealth Design, LLC | 480 | $33.1K | 0.01% | +22+4.8% | Added |
| Avion Wealth | 486 | $33.0K | 0.01% | +16+3.4% | Added |
| Carolina Wealth Advisors, LLC | 478 | $32.9K | 0.02% | 00.0% | Unchanged |
| AlphaCore Capital LLC | 476 | $32.8K | 0.00% | +476 | New |
| Alpine Bank Wealth Management | 467 | $32.2K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 467 | $32.2K | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 466 | $32.1K | 0.00% | −376−44.7% | Reduced |
| Private Trust Co NA | 446 | $30.7K | 0.00% | 00.0% | Unchanged |
| Financial Avengers, Inc. | 429 | $29.6K | 0.01% | +4+0.9% | Added |
| Painted Porch Advisors LLC | 425 | $29.3K | 0.01% | 00.0% | Unchanged |
| WPG Advisers, LLC | 394 | $27.2K | 0.02% | +386+4,825.0% | Added |
| Covestor Ltd | 399 | $27.0K | 0.02% | +8+2.0% | Added |
| CoreCap Advisors, LLC | 387 | $26.7K | 0.00% | −110−22.1% | Reduced |
| Roxbury Financial LLC | 385 | $26.5K | 0.03% | +7+1.9% | Added |
| Atlantic Trust, LLC | 381 | $26.3K | 0.00% | −90−19.1% | Reduced |
| City Holding Co | 358 | $24.7K | 0.00% | −450−55.7% | Reduced |
| Bruce G. Allen Investments, LLC | 352 | $24.3K | 0.02% | −6−1.7% | Reduced |