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 |
|---|---|---|---|---|---|
| First Command Advisory Services, Inc. | 1,225 | $93.1K | 0.00% | +173+16.4% | Added |
| Spire Wealth Management | 1,246 | $94.7K | 0.00% | +337+37.1% | Added |
| Ronald Blue Trust, Inc. | 1,256 | $95.5K | 0.00% | −89−6.6% | Reduced |
| Hilltop National Bank | 1,267 | $96.3K | 0.02% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 1,268 | $96.4K | 0.01% | −239−15.9% | Reduced |
| Westside Investment Management, Inc. | 1,384 | $105.3K | 0.02% | +105+8.2% | Added |
| Siemens Fonds Invest GmbH | 1,411 | $107.3K | 0.01% | −27−1.9% | Reduced |
| Ostrum Asset Management | 1,479 | $112.4K | 0.01% | −46−3.0% | Reduced |
| Creative Capital Management Investments LLC | 1,501 | $114.1K | 0.04% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 1,537 | $116.9K | 0.00% | +144+10.3% | Added |
| Bayforest Capital Ltd | 1,545 | $117.5K | 0.06% | −605−28.1% | Reduced |
| GPS Wealth Strategies Group, LLC | 1,558 | $118.4K | 0.01% | −119−7.1% | Reduced |
| Addison Advisors LLC | 1,573 | $119.6K | 0.03% | +42+2.7% | Added |
| Y.D. More Investments Ltd | 1,628 | $123.8K | 0.01% | −589−26.6% | Reduced |
| Quadrant Capital Group LLC | 1,634 | $124.2K | 0.00% | +1,634 | New |
| Ossiam | 1,670 | $127.0K | 0.00% | −90,748−98.2% | Reduced |
| Ameritas Advisory Services, LLC | 1,762 | $134.0K | 0.01% | −2,772−61.1% | Reduced |
| Tradewinds Capital Management, LLC | 1,800 | $136.8K | 0.03% | 00.0% | Unchanged |
| Trust Co of Vermont | 1,870 | $142.2K | 0.01% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 2,074 | $157.7K | 0.02% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 2,172 | $165.1K | 0.01% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 2,305 | $175.2K | 0.02% | +105+4.8% | Added |
| EverSource Wealth Advisors, LLC | 2,339 | $177.8K | 0.01% | +474+25.4% | Added |
| Virtus Investment Advisers, Inc. | 2,391 | $181.8K | 0.05% | −162−6.3% | Reduced |
| CX Institutional | 2,520 | $192.0K | 0.01% | +184+7.9% | Added |
| Geneos Wealth Management Inc. | 2,560 | $194.6K | 0.00% | −1,690−39.8% | Reduced |
| Global Retirement Partners, LLC | 2,569 | $195.3K | 0.00% | −51−1.9% | Reduced |
| Capital Investment Advisors, LLC | 2,676 | $203.4K | 0.00% | +2,676 | New |
| Ausdal Financial Partners, Inc. | 2,682 | $203.9K | 0.01% | +2,682 | New |
| First National Bank Sioux Falls | 2,691 | $204.6K | 0.06% | +2,691 | New |
| W.G. Shaheen & Associates DBA Whitney & Co | 2,696 | $204.9K | 0.02% | +2,696 | New |
| Country Club Bank | 2,744 | $206.0K | 0.01% | +2,744 | New |
| Catalytic Wealth RIA, LLC | 2,734 | $207.8K | 0.01% | +2,734 | New |
| Requisite Capital Management, LLC | 2,741 | $208.4K | 0.03% | +2,741 | New |
| Northstar Advisory Group, LLC | 2,742 | $208.4K | 0.09% | +2,742 | New |
| Capital Performance Advisors LLP | 2,792 | $212.2K | 0.03% | +2,792 | New |
| Riggs Asset Managment Co. Inc. | 2,800 | $212.9K | 0.05% | 00.0% | Unchanged |
| Westover Capital Advisors, LLC | 2,800 | $212.9K | 0.04% | +2,800 | New |
| Chicago Trust Co NA | 2,836 | $215.6K | 0.03% | +2,836 | New |
| Smartleaf Asset Management LLC | 2,885 | $216.5K | 0.01% | +1,353+88.3% | Added |
| Larson Financial Group LLC | 2,894 | $220.0K | 0.01% | +280+10.7% | Added |
| CFS Investment Advisory Services, LLC | 2,866 | $223.4K | 0.02% | +2,866 | New |
| Burton Enright Welch | 2,950 | $224.3K | 0.03% | +38+1.3% | Added |
| Washington Trust Bank | 3,000 | $228.1K | 0.02% | +3,000 | New |
| Steward Partners Investment Advisory, LLC | 3,013 | $229.0K | 0.00% | −19−0.6% | Reduced |
| Brown Advisory Inc | 3,020 | $229.6K | 0.00% | +21+0.7% | Added |
| King Luther Capital Management Corp | 3,032 | $230.5K | 0.00% | −28−0.9% | Reduced |
| Barnes Wealth Management Group, Inc | 3,061 | $232.7K | 0.13% | +56+1.9% | Added |
| Canada Post Corp Registered Pension Plan | 3,105 | $233.1K | 0.01% | 00.0% | Unchanged |
| Clearwater Capital Advisors, LLC | 3,074 | $233.7K | 0.02% | 00.0% | Unchanged |
| Bedel Financial Consulting, Inc. | 3,076 | $233.9K | 0.03% | +30+1.0% | Added |
| Wealth Alliance Advisory Group, LLC | 3,095 | $235.3K | 0.04% | +10+0.3% | Added |
| KCM Investment Advisors LLC | 3,105 | $236.0K | 0.01% | −165−5.0% | Reduced |
| Sagespring Wealth Partners, LLC | 3,107 | $236.2K | 0.00% | +3,107 | New |
| Journey Strategic Wealth LLC | 3,110 | $236.4K | 0.01% | +3,110 | New |
| Ifrah Financial Services, Inc. | 3,112 | $236.6K | 0.06% | −32−1.0% | Reduced |
| Guyasuta Investment Advisors Inc | 3,115 | $236.8K | 0.01% | 00.0% | Unchanged |
| Nova R Wealth, Inc. | 3,161 | $240.3K | 0.10% | +58+1.9% | Added |
| XTX Topco Ltd | 3,170 | $241.0K | 0.01% | +3,170 | New |
| OneAscent Financial Services LLC | 3,177 | $241.5K | 0.02% | −433−12.0% | Reduced |
| Leavell Investment Management, Inc. | 3,228 | $245.4K | 0.01% | 00.0% | Unchanged |
| Avantra Family Wealth, Inc. | 3,233 | $245.8K | 0.18% | +3,233 | New |
| Quent Capital, LLC | 3,246 | $246.8K | 0.02% | +13+0.4% | Added |
| Commerzbank Aktiengesellschaft | 3,239 | $247.0K | 0.01% | 00.0% | Unchanged |
| Phoenix Wealth Advisors | 3,264 | $248.1K | 0.10% | −65−2.0% | Reduced |
| Advisory Alpha, LLC | 3,300 | $251.1K | 0.01% | −81−2.4% | Reduced |
| Hager Investment Management Services, LLC | 3,310 | $251.6K | 0.14% | −10−0.3% | Reduced |
| Bessemer Group Inc | 3,324 | $252.0K | 0.00% | +759+29.6% | Added |
| Tower Research Capital LLC (TRC) | 3,335 | $253.5K | 0.01% | +777+30.4% | Added |
| Optas, LLC | 3,359 | $255.4K | 0.04% | +113+3.5% | Added |
| AlphaCore Capital LLC | 3,369 | $256.1K | 0.01% | +2,893+607.8% | Added |
| Longboard Asset Management, LP | 3,396 | $258.2K | 0.42% | 00.0% | Unchanged |
| Summit Financial, LLC | 3,401 | $258.5K | 0.00% | −549−13.9% | Reduced |
| Gries Financial LLC | 3,423 | $260.2K | 0.04% | −61−1.8% | Reduced |
| Brown Brothers Harriman & Co | 3,424 | $260.3K | 0.00% | +932+37.4% | Added |
| Tema ETFs LLC | 3,502 | $266.2K | 0.02% | +3,502 | New |
| PAX Financial Group, LLC | 3,562 | $270.8K | 0.05% | +3,562 | New |
| Voleon Capital Management LP | 3,601 | $273.7K | 0.01% | +3,601 | New |
| Tradewinds, LLC. | 3,612 | $274.6K | 0.07% | +3,612 | New |
| Venturi Wealth Management, LLC | 3,673 | $279.2K | 0.01% | +428+13.2% | Added |
| Citizens Financial Group Inc | 3,680 | $279.7K | 0.00% | +3,680 | New |
| Gradient Investments LLC | 3,683 | $280.0K | 0.00% | −1,213−24.8% | Reduced |
| Ci Investments Inc. | 3,690 | $281.0K | 0.00% | −1,735−32.0% | Reduced |
| Everence Capital Management Inc | 3,720 | $283.0K | 0.02% | 00.0% | Unchanged |
| Smith Chas P & Associates Pa Cpas | 3,735 | $283.9K | 0.02% | 00.0% | Unchanged |
| Texas Yale Capital Corp. | 3,743 | $284.5K | 0.01% | 00.0% | Unchanged |
| Cornerstone Wealth Management, LLC | 3,744 | $284.6K | 0.02% | +93+2.5% | Added |
| First National Advisers, LLC | 3,761 | $285.9K | 0.04% | 00.0% | Unchanged |
| Miracle Mile Advisors, LLC | 3,772 | $286.8K | 0.00% | +3,772 | New |
| Leo Wealth, LLC | 3,777 | $287.1K | 0.04% | −16,526−81.4% | Reduced |
| Apollon Wealth Management, LLC | 3,777 | $287.1K | 0.01% | −2,233−37.2% | Reduced |
| Texas Capital Bank Wealth Management Services Inc | 3,781 | $287.4K | 0.02% | +3,781 | New |
| Bank & Trust Co | 3,809 | $289.6K | 0.21% | −169−4.2% | Reduced |
| Robertson Stephens Wealth Management, LLC | 3,812 | $289.8K | 0.01% | +3,812 | New |
| Trust Co of Kansas | 3,846 | $292.0K | 0.14% | +120+3.2% | Added |
| Massmutual Trust Co FSB | 3,844 | $292.2K | 0.01% | −61−1.6% | Reduced |
| Blackhawk Capital Partners LLC. | 3,849 | $292.6K | 0.11% | +229+6.3% | Added |
| Greenleaf Trust | 3,867 | $294.0K | 0.00% | +372+10.6% | Added |
| Legacy Financial Strategies, LLC | 3,893 | $295.9K | 0.05% | 00.0% | Unchanged |
| Kavar Capital Partners Group, LLC | 3,903 | $296.7K | 0.04% | 00.0% | Unchanged |