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.
| 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, Q3 2025
Shares, value and share of portfolio for each institution holding Evergy, Inc.; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Flagship Wealth Advisors, LLC | 200 | $15.2K | 0.01% | 00.0% | Unchanged |
| Rossby Financial, LCC | 200 | $15.2K | 0.01% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 201 | $15.3K | 0.00% | +201 | New |
| Vermillion & White Wealth Management Group, LLC | 209 | $15.9K | 0.01% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 220 | $16.7K | 0.00% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 226 | $17.2K | 0.01% | 00.0% | Unchanged |
| Leonteq Securities AG | 231 | $17.6K | 0.00% | +230+23,000.0% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 240 | $18.0K | 0.00% | +240 | New |
| Newbridge Financial Services Group, Inc. | 239 | $18.2K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 249 | $18.9K | 0.00% | −17−6.4% | Reduced |
| Motco | 249 | $18.9K | 0.00% | +249 | New |
| Acadian Asset Management LLC | 260 | $19.0K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 245 | $19.0K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 250 | $19.0K | 0.01% | 00.0% | Unchanged |
| Steigerwald, Gordon & Koch Inc. | 250 | $19.0K | 0.00% | +250 | New |
| Consultiva Wealth Management, Corp. | 250 | $19.0K | 0.05% | +250 | New |
| Private Wealth Management Group, LLC | 260 | $19.8K | 0.01% | 00.0% | Unchanged |
| Essential Partners LLC | 266 | $20.2K | 0.01% | +23+9.5% | Added |
| Mark Sheptoff Financial Planning, LLC | 269 | $20.4K | 0.01% | 00.0% | Unchanged |
| Strategic Wealth Partners, Ltd. | 274 | $20.8K | 0.00% | 00.0% | Unchanged |
| Foster Dykema Cabot & Partners, LLC | 299 | $22.7K | 0.00% | 00.0% | Unchanged |
| Lavaca Capital LLC | 300 | $22.8K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 304 | $23.0K | 0.00% | +3+1.0% | Added |
| WealthCollab, LLC | 304 | $23.1K | 0.01% | 00.0% | Unchanged |
| Red Tortoise LLC | 312 | $23.7K | 0.01% | 00.0% | Unchanged |
| JNBA Financial Advisors | 327 | $24.9K | 0.00% | +54+19.8% | Added |
| Smithfield Trust Co | 330 | $25.0K | 0.00% | 00.0% | Unchanged |
| FSA Wealth Management LLC | 330 | $25.1K | 0.01% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 330 | $25.1K | 0.02% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 336 | $25.6K | 0.00% | +8+2.4% | Added |
| Compass Financial Services Inc | 349 | $26.5K | 0.01% | +3+0.9% | Added |
| Bruce G. Allen Investments, LLC | 352 | $26.8K | 0.02% | 00.0% | Unchanged |
| City Holding Co | 358 | $27.2K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 369 | $28.0K | 0.02% | −30−7.5% | Reduced |
| Atlantic Trust, LLC | 381 | $29.0K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 382 | $29.1K | 0.00% | −5−1.3% | Reduced |
| Roxbury Financial LLC | 389 | $29.5K | 0.03% | +4+1.0% | Added |
| Walleye Capital LLC | 391 | $29.7K | 0.00% | +391 | New |
| Clear Street Markets LLC | 396 | $30.1K | 0.01% | +242+157.1% | Added |
| WPG Advisers, LLC | 405 | $30.8K | 0.02% | +11+2.8% | Added |
| Painted Porch Advisors LLC | 425 | $32.3K | 0.01% | 00.0% | Unchanged |
| Alpine Bank Wealth Management | 429 | $32.6K | 0.00% | −38−8.1% | Reduced |
| Private Trust Co NA | 456 | $34.7K | 0.00% | +10+2.2% | Added |
| SBI Securities Co., Ltd. | 464 | $35.3K | 0.00% | −2−0.4% | Reduced |
| LRI Investments, LLC | 467 | $35.5K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 473 | $36.0K | 0.00% | −616−56.6% | Reduced |
| Avion Wealth | 486 | $36.0K | 0.01% | 00.0% | Unchanged |
| Carolina Wealth Advisors, LLC | 478 | $36.3K | 0.02% | 00.0% | Unchanged |
| Fairscale Capital, LLC | 492 | $37.4K | 0.03% | 00.0% | Unchanged |
| Bank of Jackson Hole Trust | 498 | $37.9K | 0.02% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 510 | $38.8K | 0.01% | −500−49.5% | Reduced |
| Hemington Wealth Management | 534 | $40.0K | 0.01% | −2−0.4% | Reduced |
| Moisand Fitzgerald Tamayo, LLC | 534 | $40.6K | 0.00% | 00.0% | Unchanged |
| CNB Bank | 538 | $40.9K | 0.02% | 00.0% | Unchanged |
| Sentry Investment Management LLC | 525 | $41.0K | 0.03% | +525 | New |
| True Wealth Design, LLC | 548 | $41.7K | 0.01% | +68+14.2% | Added |
| Clearstead Advisors, LLC | 553 | $42.0K | 0.00% | +57+11.5% | Added |
| Independence Bank of Kentucky | 556 | $42.3K | 0.01% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 576 | $43.8K | 0.00% | +576 | New |
| Whittier Trust Co of Nevada Inc | 577 | $44.2K | 0.00% | −283−32.9% | Reduced |
| Pacific Center for Financial Services | 598 | $45.5K | 0.01% | 00.0% | Unchanged |
| Key Financial Inc | 598 | $45.6K | 0.01% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 600 | $45.6K | 0.00% | 00.0% | Unchanged |
| Delta Asset Management LLC | 605 | $46.0K | 0.00% | 00.0% | Unchanged |
| Mechanics Financial Corp | 605 | $46.0K | 0.02% | 00.0% | Unchanged |
| Onefund, LLC | 627 | $47.7K | 0.03% | +20+3.3% | Added |
| Tortoise Investment Management, LLC | 630 | $47.9K | 0.00% | −46−6.8% | Reduced |
| Deseret Mutual Benefit Administrators | 633 | $48.1K | 0.02% | −17−2.6% | Reduced |
| Quarry LP | 635 | $48.3K | 0.01% | +587+1,222.9% | Added |
| Ameriflex Group, Inc. | 644 | $49.0K | 0.02% | +324+101.3% | Added |
| Heritage Wealth Advisors | 658 | $50.0K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 693 | $52.7K | 0.02% | −47−6.4% | Reduced |
| Zions Bancorporation, National Association | 695 | $52.8K | 0.00% | +7+1.0% | Added |
| MV Capital Management, Inc. | 713 | $54.2K | 0.01% | 00.0% | Unchanged |
| Manning & Napier Advisors LLC | 748 | $56.9K | 0.00% | +748 | New |
| Cromwell Holdings LLC | 772 | $58.7K | 0.03% | 00.0% | Unchanged |
| Centennial Bank | 777 | $59.1K | 0.02% | 00.0% | Unchanged |
| Whittier Trust Co | 781 | $59.8K | 0.00% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 797 | $60.6K | 0.02% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 800 | $60.8K | 0.01% | −200−20.0% | Reduced |
| Rothschild Investment LLC | 804 | $61.1K | 0.00% | +57+7.6% | Added |
| City State Bank | 808 | $61.4K | 0.02% | 00.0% | Unchanged |
| BFSG, LLC | 817 | $62.1K | 0.01% | +152+22.9% | Added |
| Hughes Financial Services, LLC | 842 | $64.5K | 0.01% | 00.0% | Unchanged |
| CVA Family Office, LLC | 875 | $66.5K | 0.01% | +62+7.6% | Added |
| Parkside Financial Bank & Trust | 911 | $69.3K | 0.01% | −37−3.9% | Reduced |
| Amica Retiree Medical Trust | 922 | $70.0K | 0.10% | −103−10.0% | Reduced |
| MAI Capital Management | 927 | $70.5K | 0.00% | +127+15.9% | Added |
| Truvestments Capital LLC | 946 | $71.9K | 0.01% | +54+6.1% | Added |
| Hantz Financial Services, Inc. | 943 | $72.0K | 0.00% | +94+11.1% | Added |
| Caldwell Sutter Capital, Inc. | 956 | $72.7K | 0.03% | 00.0% | Unchanged |
| Mowery & Schoenfeld Wealth Management, LLC | 976 | $74.2K | 0.13% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 979 | $74.4K | 0.03% | +147+17.7% | Added |
| First Financial Corp | 1,000 | $76.0K | 0.03% | 00.0% | Unchanged |
| Montag A & Associates Inc | 1,000 | $76.0K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 1,000 | $76.0K | 0.00% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 1,000 | $76.0K | 0.01% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 1,000 | $76.0K | 0.02% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 1,023 | $77.8K | 0.01% | +5+0.5% | Added |
| Rogco, LP | 1,120 | $85.1K | 0.03% | 00.0% | Unchanged |