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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, Q3 2025

Institutional positions in Evergy, Inc. as of Sep 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
854
+42 vs. Q2 2025
Shares held
214.8M
+8.20M (+4.0%) vs. Q2 2025
Total value
$16.3B
+$2.09B (+14.7%) vs. Q2 2025
New holders
96
338 more added
Sold out
54
251 more reduced

9 institutions that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 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 holdersQ3 2025: 854 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 heldQ3 2025: $16.3B
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, Q3 2025

Shares, value and share of portfolio for each institution holding Evergy, Inc.; share changes are against Q2 2025.

Institutions holding EVRG in Q3 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Winthrop Capital Management, LLC5$00.00%00.0%Unchanged
Abound Wealth Management0$320.00%0New
Loomis Sayles & Co L P1$470.00%00.0%Unchanged
Rakuten Securities, Inc.1$760.00%00.0%Unchanged
American Capital Advisory, LLC1$770.00%+1New
High Note Wealth, LLC2$1520.00%−140−98.6%Reduced
Imprint Wealth LLC2$1520.00%+2New
First Pacific Financial3$2290.00%−47−94.0%Reduced
West Branch Capital LLC4$3050.00%00.0%Unchanged
Creative Financial Designs Inc5$3800.00%00.0%Unchanged
ZRC Wealth Management, LLC5$3810.00%+5New
Strengthening Families & Communities, LLC5$3870.00%00.0%Unchanged
E Fund Management (Hong Kong) Co., Ltd.6$4560.00%+6New
Salem Investment Counselors Inc6$4570.00%+6New
Bullock Wealth Management Group7$5300.00%00.0%Unchanged
Winnow Wealth LLC7$5390.00%+7New
HFM Investment Advisors, LLC9$6840.00%00.0%Unchanged
Rise Advisors, LLC10$7600.00%00.0%Unchanged
Orion Capital Management LLC10$7600.00%00.0%Unchanged
Activest Wealth Management10$7600.00%+3+42.9%Added
WestEnd Advisors, LLC10$7600.00%+10New
Proffitt & Goodson Inc11$8370.00%+11New
S&T Bank12$9120.00%00.0%Unchanged
Rialto Wealth Management, LLC12$9130.00%+9+300.0%Added
Caitlin John, LLC13$9780.00%+13New
Highline Wealth Partners LLC13$9880.00%00.0%Unchanged
Clark Wealth Partners14$1.01K0.00%+3+27.3%Added
Bay Harbor Wealth Management, LLC14$1.06K0.00%+3+27.3%Added
First Horizon Corp16$1.22K0.00%+16New
Sachetta, LLC19$1.45K0.00%00.0%Unchanged
DiNuzzo Private Wealth, Inc.21$1.50K0.00%−1−4.5%Reduced
Brown, Lisle/Cummings, Inc.21$1.60K0.00%00.0%Unchanged
Wealth Watch Advisors, INC21$1.60K0.00%+21New
Heartwood Wealth Advisors LLC23$1.75K0.00%+23New
Kilter Group LLC26$1.98K0.00%00.0%Unchanged
Cloud Capital Management, LLC28$2.00K0.00%+28New
Aviso Financial Inc.27$2.05K0.00%00.0%Unchanged
Manchester Capital Management LLC27$2.05K0.00%−152−84.9%Reduced
Cornerstone Planning Group LLC28$2.18K0.00%+9+47.4%Added
Accredited Wealth Management, LLC409$2.21K0.00%+380+1,310.3%Added
Nemes Rush Group LLC30$2.28K0.00%00.0%Unchanged
TFC Financial Management33$2.51K0.00%00.0%Unchanged
JPL Wealth Management, LLC35$2.66K0.00%+35New
Bartlett & Co. Wealth Management LLC36$2.74K0.00%+34+1,700.0%Added
Boreal Capital Management LLC37$2.81K0.00%00.0%Unchanged
Thompson Investment Management, Inc.38$2.89K0.00%+38New
Cape Investment Advisory, Inc.44$3.34K0.00%−29−39.7%Reduced
Colonial Trust Co45$3.42K0.00%+37+462.5%Added
Country Trust Bank46$3.50K0.00%+46New
Financial Consulate, Inc48$3.65K0.00%+48New
Millstone Evans Group, LLC48$3.65K0.00%+48New
Howard Hughes Medical Institute49$3.73K0.00%00.0%Unchanged
J.Safra Asset Management Corp50$3.80K0.00%+50New
Sofos Investments, Inc.50$3.80K0.00%+50New
Ogorek Anthony Joseph58$4.00K0.00%00.0%Unchanged
BNP PARIBAS ASSET MANAGEMENT Holding S.A.58$4.00K0.00%+58New
Kayne Anderson Rudnick Investment Management LLC54$4.11K0.00%00.0%Unchanged
Lowe Wealth Advisors, LLC55$4.18K0.00%00.0%Unchanged
Salomon & Ludwin, LLC57$4.37K0.00%+57New
ORG Partners LLC58$4.41K0.00%+10+20.8%Added
GHP Investment Advisors, Inc.60$4.56K0.00%00.0%Unchanged
Hollencrest Capital Management65$4.94K0.00%00.0%Unchanged
Financial Management Professionals, Inc.65$4.94K0.00%00.0%Unchanged
Armstrong Advisory Group, Inc67$5.09K0.00%00.0%Unchanged
Retirement Wealth Solutions LLC73$5.58K0.00%+72+7,200.0%Added
Park Place Capital Corp74$5.63K0.00%00.0%Unchanged
AdvisorNet Financial, Inc75$5.70K0.00%+26+53.1%Added
CBIZ Investment Advisory Services, LLC83$6.31K0.00%00.0%Unchanged
Bellevue Asset Management, LLC84$6.42K0.00%+1+1.2%Added
Prestige Wealth Management Group LLC85$6.46K0.00%00.0%Unchanged
Annis Gardner Whiting Capital Advisors, LLC92$6.99K0.00%00.0%Unchanged
Fortitude Family Office, LLC93$7.07K0.00%00.0%Unchanged
New England Capital Financial Advisors LLC100$7.60K0.00%00.0%Unchanged
Global X Japan Co., Ltd.106$8.06K0.00%−36−25.4%Reduced
Dunhill Financial, LLC107$8.12K0.00%+1+0.9%Added
Gen-Wealth Partners Inc107$8.13K0.00%00.0%Unchanged
Ritter Daniher Financial Advisory LLC109$8.29K0.00%00.0%Unchanged
JFS Wealth Advisors, LLC111$8.44K0.00%−6−5.1%Reduced
Asset Dedication, LLC113$8.59K0.00%−773−87.2%Reduced
SJS Investment Consulting Inc.113$8.59K0.00%+99+707.1%Added
TSFG, LLC113$9.00K0.00%00.0%Unchanged
Aspect Partners, LLC119$9.05K0.00%00.0%Unchanged
Binnacle Investments Inc125$9.50K0.01%+108+635.3%Added
North Star Investment Management Corp.130$9.88K0.00%00.0%Unchanged
Texas Capital Bancshares Inc131$9.96K0.00%+131New
Caitong International Asset Management Co., Ltd136$10.3K0.01%+136New
Meeder Asset Management Inc140$10.6K0.00%+140New
Capital Advisors, Ltd. LLC149$11.0K0.00%00.0%Unchanged
Paladin Advisory Group, LLC145$11.0K0.01%00.0%Unchanged
UMA Financial Services, Inc.147$11.2K0.00%+58+65.2%Added
Koesten, Hirschmann & Crabtree, INC.151$11.5K0.01%00.0%Unchanged
Capital Analysts, LLC170$12.0K0.00%+2+1.2%Added
TruNorth Capital Management, LLC160$12.2K0.00%+160New
CGC Financial Services, LLC164$12.5K0.00%00.0%Unchanged
GF Fund Management Co. Ltd.171$13.0K0.00%00.0%Unchanged
Raleigh Capital Management Inc.178$13.5K0.01%+2+1.1%Added
Bank of New Hampshire179$13.6K0.00%00.0%Unchanged
TCTC Holdings, LLC184$14.0K0.00%00.0%Unchanged
Princeton Global Asset Management LLC195$14.8K0.00%00.0%Unchanged
Bell Investment Advisors, Inc198$15.1K0.00%−10−4.8%Reduced