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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.

Institutional holdersQ2 2025: 821 institutions
Q1 2021: 586 institutionsQ2 2021: 581 institutionsQ3 2021: 593 institutionsQ4 2021: 633 institutionsQ1 2022: 641 institutionsQ2 2022: 640 institutionsQ3 2022: 651 institutionsQ4 2022: 686 institutionsQ1 2023: 654 institutionsQ2 2023: 664 institutionsQ3 2023: 663 institutionsQ4 2023: 706 institutionsQ1 2024: 693 institutionsQ2 2024: 702 institutionsQ3 2024: 722 institutionsQ4 2024: 776 institutionsQ1 2025: 821 institutionsQ2 2025: 821 institutionsQ3 2025: 854 institutionsQ4 2025: 925 institutionsQ1 2026: 924 institutionsQ2 2026: 948 institutions
Value heldQ2 2025: $14.3B
Q1 2021: $11.3BQ2 2021: $11.9BQ3 2021: $12.3BQ4 2021: $13.7BQ1 2022: $13.0BQ2 2022: $12.5BQ3 2022: $11.4BQ4 2022: $12.0BQ1 2023: $11.8BQ2 2023: $11.1BQ3 2023: $9.73BQ4 2023: $10.5BQ1 2024: $10.4BQ2 2024: $10.4BQ3 2024: $12.3BQ4 2024: $12.5BQ1 2025: $13.9BQ2 2025: $14.3BQ3 2025: $16.3BQ4 2025: $15.4BQ1 2026: $17.6BQ2 2026: $18.8B
Institutions holding EVRG and their total value by quarter
QuarterHoldersValue
Q2 2026948$18.8B
Q1 2026924$17.6B
Q4 2025925$15.4B
Q3 2025854$16.3B
Q2 2025821$14.3B
Q1 2025821$13.9B
Q4 2024776$12.5B
Q3 2024722$12.3B
Q2 2024702$10.4B
Q1 2024693$10.4B
Q4 2023706$10.5B
Q3 2023663$9.73B
Q2 2023664$11.1B
Q1 2023654$11.8B
Q4 2022686$12.0B
Q3 2022651$11.4B
Q2 2022640$12.5B
Q1 2022641$13.0B
Q4 2021633$13.7B
Q3 2021593$12.3B
Q2 2021581$11.9B
Q1 2021586$11.3B

Institutions, Q2 2025

Shares, value and share of portfolio for each institution holding Evergy, Inc.; share changes are against Q1 2025.

Institutions holding EVRG in Q2 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Compass Financial Services Inc346$23.9K0.01%00.0%Unchanged
Smithfield Trust Co330$23.0K0.00%00.0%Unchanged
FSA Wealth Management LLC330$22.7K0.01%00.0%Unchanged
Bogart Wealth, LLC328$22.6K0.00%+328New
Pin Oak Investment Advisors Inc330$22.0K0.02%−330−50.0%Reduced
Ameriflex Group, Inc.320$21.9K0.01%00.0%Unchanged
Red Tortoise LLC312$21.5K0.01%00.0%Unchanged
WealthCollab, LLC304$21.0K0.01%00.0%Unchanged
Lavaca Capital LLC300$20.7K0.01%+300New
Foster Dykema Cabot & Partners, LLC299$20.6K0.00%00.0%Unchanged
Raffa Wealth Management, LLC293$20.2K0.00%+293New
Valley National Advisers Inc301$20.0K0.00%−2−0.7%Reduced
Mount Yale Investment Advisors, LLC275$19.0K0.00%+275New
Strategic Wealth Partners, Ltd.274$18.9K0.00%+274New
JNBA Financial Advisors273$18.8K0.00%00.0%Unchanged
Mark Sheptoff Financial Planning, LLC269$18.5K0.01%00.0%Unchanged
South State Corp.266$18.3K0.00%−20−7.0%Reduced
Private Wealth Management Group, LLC260$17.9K0.01%00.0%Unchanged
Operose Advisors LLC250$17.2K0.00%+250New
Acadian Asset Management LLC260$17.0K0.00%00.0%Unchanged
Farmers & Merchants Trust Co of Chambersburg PA250$17.0K0.01%00.0%Unchanged
GW&K Investment Management, LLC245$17.0K0.00%+56+29.6%Added
Essential Partners LLC243$16.8K0.01%+243New
Newbridge Financial Services Group, Inc.239$16.5K0.00%+239New
Missouri Trust & Investment Co226$15.6K0.01%00.0%Unchanged
Evermay Wealth Management LLC220$15.2K0.00%00.0%Unchanged
Kestra Investment Management, LLC212$14.6K0.00%00.0%Unchanged
Vermillion & White Wealth Management Group, LLC209$14.4K0.01%00.0%Unchanged
Bell Investment Advisors, Inc208$14.3K0.00%+109+110.1%Added
Flagship Wealth Advisors, LLC200$13.8K0.01%00.0%Unchanged
Rossby Financial, LCC200$13.8K0.01%00.0%Unchanged
Princeton Global Asset Management LLC195$13.4K0.00%+195New
TCTC Holdings, LLC184$12.7K0.00%00.0%Unchanged
Manchester Capital Management LLC179$12.3K0.00%+140+359.0%Added
Bank of New Hampshire179$12.3K0.00%+179New
Raleigh Capital Management Inc.176$12.2K0.01%+1+0.6%Added
GF Fund Management Co. Ltd.171$11.8K0.00%−7,469−97.8%Reduced
CGC Financial Services, LLC164$11.3K0.00%00.0%Unchanged
Capital Analysts, LLC168$11.0K0.00%+2+1.2%Added
Clear Street Markets LLC154$10.6K0.00%+154New
Koesten, Hirschmann & Crabtree, INC.151$10.4K0.01%00.0%Unchanged
Capital Advisors, Ltd. LLC149$10.0K0.00%00.0%Unchanged
Paladin Advisory Group, LLC145$9.99K0.01%00.0%Unchanged
Global X Japan Co., Ltd.142$9.79K0.00%−97−40.6%Reduced
High Note Wealth, LLC142$9.79K0.00%00.0%Unchanged
Financial Connections Group, Inc.136$9.00K0.00%+136New
North Star Investment Management Corp.130$8.96K0.00%+11+9.2%Added
Aspect Partners, LLC119$8.20K0.00%00.0%Unchanged
JFS Wealth Advisors, LLC117$8.06K0.00%+5+4.5%Added
TSFG, LLC113$8.00K0.00%00.0%Unchanged
Ritter Daniher Financial Advisory LLC109$7.51K0.00%00.0%Unchanged
Gen-Wealth Partners Inc107$7.38K0.00%00.0%Unchanged
Dunhill Financial, LLC106$7.37K0.00%+51+92.7%Added
New England Capital Financial Advisors LLC100$6.89K0.00%00.0%Unchanged
Fortitude Family Office, LLC93$6.41K0.00%+42+82.4%Added
Annis Gardner Whiting Capital Advisors, LLC92$6.34K0.00%00.0%Unchanged
UMA Financial Services, Inc.89$6.13K0.00%+74+493.3%Added
Twin Peaks Wealth Advisors, LLC81$5.88K0.00%+81New
Prestige Wealth Management Group LLC85$5.86K0.00%00.0%Unchanged
Bellevue Asset Management, LLC83$5.76K0.00%+1+1.2%Added
CBIZ Investment Advisory Services, LLC83$5.72K0.00%+31+59.6%Added
GFG Capital, LLC79$5.45K0.00%+79New
Park Place Capital Corp74$5.14K0.00%+74New
Cape Investment Advisory, Inc.73$5.03K0.00%+1+1.4%Added
NewSquare Capital LLC70$4.83K0.00%+49+233.3%Added
Armstrong Advisory Group, Inc67$4.62K0.00%00.0%Unchanged
Hollencrest Capital Management65$4.48K0.00%00.0%Unchanged
Financial Management Professionals, Inc.65$4.48K0.00%+4+6.6%Added
Bellwether Advisors, LLC63$4.34K0.00%+63New
GHP Investment Advisors, Inc.60$4.14K0.00%−130−68.4%Reduced
Lowe Wealth Advisors, LLC55$3.79K0.00%00.0%Unchanged
Kayne Anderson Rudnick Investment Management LLC54$3.72K0.00%00.0%Unchanged
First Pacific Financial50$3.45K0.00%+50New
AdvisorNet Financial, Inc49$3.38K0.00%00.0%Unchanged
Howard Hughes Medical Institute49$3.38K0.00%+49New
ORG Partners LLC48$3.33K0.00%+38+380.0%Added
Quarry LP48$3.31K0.00%+48New
Ogorek Anthony Joseph58$3.00K0.00%00.0%Unchanged
Sierra Ocean, LLC41$2.83K0.00%−17−29.3%Reduced
Olistico Wealth, LLC41$2.83K0.00%00.0%Unchanged
Boreal Capital Management LLC37$2.55K0.00%+37New
10Elms LLP36$2.48K0.00%00.0%Unchanged
TFC Financial Management33$2.27K0.00%+1+3.1%Added
Beacon Capital Management, LLC32$2.23K0.00%+32New
Nemes Rush Group LLC30$2.07K0.00%00.0%Unchanged
Accredited Wealth Management, LLC29$2.00K0.00%00.0%Unchanged
Aviso Financial Inc.27$1.86K0.00%−110−80.3%Reduced
Kilter Group LLC26$1.79K0.00%+26New
DiNuzzo Private Wealth, Inc.22$1.52K0.00%+2+10.0%Added
Brown, Lisle/Cummings, Inc.21$1.45K0.00%00.0%Unchanged
Cornerstone Planning Group LLC19$1.39K0.00%+7+58.3%Added
Mid-American Wealth Advisory Group, Inc.20$1.38K0.00%+20New
Sachetta, LLC19$1.31K0.00%+19New
Whipplewood Advisors, LLC18$1.24K0.00%−9−33.3%Reduced
Binnacle Investments Inc17$1.17K0.00%+17New
SJS Investment Consulting Inc.14$9660.00%−9−39.1%Reduced
Highline Wealth Partners LLC13$8960.00%00.0%Unchanged
S&T Bank12$8270.00%+12New
Total Investment Management Inc12$8270.00%+12New
Clark Wealth Partners11$7580.00%−7−38.9%Reduced