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 |
|---|---|---|---|---|---|
| Kingsview Wealth Management, LLC | 3,909 | $297.2K | 0.00% | +340+9.5% | Added |
| Sowell Financial Services LLC | 3,918 | $297.9K | 0.01% | +2+0.1% | Added |
| IFP Advisors, Inc | 3,931 | $298.8K | 0.01% | −106−2.6% | Reduced |
| Alpha Family Trust | 3,970 | $301.8K | 0.14% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 3,972 | $302.0K | 0.01% | +371+10.3% | Added |
| Danske Bank A/S | 4,000 | $304.1K | 0.00% | +500+14.3% | Added |
| D.A. Davidson & Co. | 4,004 | $304.4K | 0.00% | +269+7.2% | Added |
| Sym Financial Corp | 4,024 | $305.9K | 0.03% | +80+2.0% | Added |
| Kimelman & Baird, LLC | 4,031 | $306.4K | 0.02% | 00.0% | Unchanged |
| Aviva PLC | 4,041 | $307.2K | 0.00% | 00.0% | Unchanged |
| Glenview Trust Co | 4,051 | $308.0K | 0.00% | +293+7.8% | Added |
| Black Diamond Financial, LLC | 4,065 | $309.0K | 0.03% | −10−0.2% | Reduced |
| Transcend Wealth Collective, LLC | 4,082 | $310.3K | 0.02% | +4,082 | New |
| Cresset Asset Management, LLC | 4,183 | $318.0K | 0.00% | +110+2.7% | Added |
| Eastern Bank | 4,232 | $321.7K | 0.01% | 00.0% | Unchanged |
| Sound Stewardship, LLC | 4,232 | $321.7K | 0.15% | 00.0% | Unchanged |
| Mather Group, LLC. | 4,246 | $322.8K | 0.00% | −302−6.6% | Reduced |
| Probity Advisors, Inc. | 4,266 | $324.3K | 0.05% | −46−1.1% | Reduced |
| Ritholtz Wealth Management | 4,300 | $326.9K | 0.01% | +50+1.2% | Added |
| Artisan Partners Limited Partnership | 4,308 | $327.5K | 0.00% | 00.0% | Unchanged |
| Sound View Wealth Advisors Group, LLC | 4,342 | $330.1K | 0.02% | −230−5.0% | Reduced |
| Ballentine Partners, LLC | 4,347 | $330.5K | 0.00% | +755+21.0% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 4,369 | $332.1K | 0.01% | +4,369 | New |
| Keystone Financial Group | 4,372 | $332.3K | 0.03% | +1,160+36.1% | Added |
| Golden State Equity Partners | 4,372 | $332.4K | 0.06% | −112−2.5% | Reduced |
| MUFG Securities EMEA plc | 4,405 | $334.9K | 0.01% | +3,727+549.7% | Added |
| Triad Wealth Partners, LLC | 4,415 | $335.6K | 0.04% | +26+0.6% | Added |
| PFG Investments, LLC | 4,450 | $338.3K | 0.02% | +17+0.4% | Added |
| Walker Asset Management, LLC | 4,500 | $342.1K | 0.19% | +32+0.7% | Added |
| B. Metzler seel. Sohn & Co. AG | 4,524 | $343.9K | 0.00% | 00.0% | Unchanged |
| Wedmont Private Capital | 4,444 | $345.3K | 0.01% | +599+15.6% | Added |
| Vaughan David Investments LLC | 4,548 | $346.0K | 0.01% | −116−2.5% | Reduced |
| Equitable Holdings, Inc. | 4,558 | $346.5K | 0.00% | −171−3.6% | Reduced |
| Integris Wealth Management, LLC | 4,570 | $347.4K | 0.08% | 00.0% | Unchanged |
| Kentucky Trust Co | 4,586 | $348.6K | 0.19% | 00.0% | Unchanged |
| Independent Advisor Alliance | 4,616 | $350.9K | 0.01% | −4,342−48.5% | Reduced |
| Rockefeller Capital Management L.P. | 4,663 | $354.6K | 0.00% | +4,663 | New |
| AlphaStar Capital Management, LLC | 4,697 | $357.0K | 0.03% | +1,370+41.2% | Added |
| Huntington National Bank | 4,699 | $357.2K | 0.00% | −68−1.4% | Reduced |
| Aptus Capital Advisors, LLC | 4,734 | $359.9K | 0.00% | −3,787−44.4% | Reduced |
| MidWestOne Financial Group, Inc. | 4,770 | $362.6K | 0.04% | +59+1.3% | Added |
| Simplicity Wealth,LLC | 4,804 | $365.2K | 0.02% | −6,486−57.4% | Reduced |
| Apollon Financial, LLC | 4,808 | $365.5K | 0.06% | +44+0.9% | Added |
| Garrett Investment Advisors LLC | 4,830 | $367.2K | 0.03% | −300−5.8% | Reduced |
| Intrust Bank NA | 4,871 | $370.3K | 0.03% | +103+2.2% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 4,876 | $370.7K | 0.02% | −70−1.4% | Reduced |
| NorthRock Partners, LLC | 4,885 | $371.4K | 0.01% | −150−3.0% | Reduced |
| GTS Securities LLC | 4,937 | $375.3K | 0.01% | +4,937 | New |
| Garner Asset Management Corp | 4,957 | $376.8K | 0.15% | +10.0% | Added |
| Valeo Financial Advisors, LLC | 4,991 | $379.4K | 0.01% | −16−0.3% | Reduced |
| Advyzon Investment Management, LLC | 5,065 | $385.0K | 0.07% | +360+7.7% | Added |
| Central Trust Co | 5,074 | $385.7K | 0.01% | 00.0% | Unchanged |
| LexAurum Advisors, LLC | 5,087 | $386.7K | 0.05% | +1,207+31.1% | Added |
| Gentry Private Wealth, LLC | 5,093 | $387.2K | 0.27% | 00.0% | Unchanged |
| Panagora Asset Management Inc | 5,183 | $394.0K | 0.00% | −26,962−83.9% | Reduced |
| Brighton Jones LLC | 5,239 | $398.3K | 0.01% | +677+14.8% | Added |
| GoalVest Advisory LLC | 5,259 | $399.8K | 0.08% | 00.0% | Unchanged |
| Pensionmark Financial Group, LLC | 5,282 | $401.5K | 0.01% | −888−14.4% | Reduced |
| Krilogy Financial LLC | 5,276 | $405.0K | 0.02% | +5,276 | New |
| Advantage Trust Co | 5,350 | $406.7K | 0.18% | 00.0% | Unchanged |
| Vista Investment Partners LLC | 5,358 | $407.3K | 0.11% | 00.0% | Unchanged |
| Balboa Wealth Partners | 5,365 | $407.8K | 0.07% | +8+0.1% | Added |
| Rakuten Investment Management, Inc. | 10,470 | $409.6K | 0.00% | +10,470 | New |
| Tocqueville Asset Management L.P. | 5,400 | $410.5K | 0.01% | 00.0% | Unchanged |
| Integrity Alliance, LLC. | 5,456 | $414.8K | 0.02% | +5,456 | New |
| Custom Index Systems, LLC | 5,490 | $417.4K | 0.12% | +1,162+26.8% | Added |
| Sage Mountain Advisors LLC | 5,495 | $417.7K | 0.02% | +904+19.7% | Added |
| Schulhoff & Co Inc | 5,500 | $418.1K | 0.18% | 00.0% | Unchanged |
| STRS Ohio | 5,504 | $418.4K | 0.00% | −39,382−87.7% | Reduced |
| Naples Global Advisors, LLC | 5,625 | $427.6K | 0.03% | +111+2.0% | Added |
| Callan Family Office, LLC | 5,664 | $430.6K | 0.01% | −328−5.5% | Reduced |
| Financial Advisory Service, Inc. | 5,735 | $436.0K | 0.03% | −678−10.6% | Reduced |
| Merit Financial Group, LLC | 5,790 | $440.2K | 0.00% | +678+13.3% | Added |
| Uncommon Cents Investing LLC | 5,840 | $444.0K | 0.11% | 00.0% | Unchanged |
| Savant Capital, LLC | 5,908 | $449.2K | 0.00% | +463+8.5% | Added |
| National Pension Service | 6,027 | $458.2K | 0.00% | +2,328+62.9% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 6,057 | $460.5K | 0.03% | +20.0% | Added |
| Aaron Wealth Advisors | 6,200 | $471.3K | 0.03% | +6,200 | New |
| MUFG Securities Americas Inc. | 6,206 | $471.8K | 0.03% | +1,107+21.7% | Added |
| NorthCrest Asset Manangement, LLC | 6,076 | $472.1K | 0.01% | +170+2.9% | Added |
| Waterfront Wealth Inc. | 6,067 | $479.1K | 0.10% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 6,305 | $479.3K | 0.00% | +1,396+28.4% | Added |
| IFG Advisory, LLC | 6,543 | $497.4K | 0.02% | 00.0% | Unchanged |
| 44 Wealth Management LLC | 6,552 | $498.1K | 0.17% | +6,552 | New |
| Kestra Private Wealth Services, LLC | 6,568 | $499.3K | 0.01% | +1,763+36.7% | Added |
| Benjamin Edwards Inc | 6,578 | $500.0K | 0.01% | −243−3.6% | Reduced |
| Summit Wealth Group LLC | 2,973 | $502.3K | 0.07% | +2,973 | New |
| Blair William & Co | 6,640 | $504.8K | 0.00% | −2,186−24.8% | Reduced |
| Coppell Advisory Solutions LLC | 6,750 | $506.7K | 0.05% | −649−8.8% | Reduced |
| Associated Banc-Corp | 6,738 | $512.2K | 0.01% | +6,738 | New |
| NBC Securities, Inc. | 6,950 | $528.3K | 0.04% | −75−1.1% | Reduced |
| Signaturefd, LLC | 6,966 | $529.6K | 0.01% | +459+7.1% | Added |
| Ashton Thomas Private Wealth, LLC | 6,998 | $532.0K | 0.01% | +6,998 | New |
| Novak & Powell Financial Services, Inc. | 7,037 | $535.0K | 0.28% | −531−7.0% | Reduced |
| Ti-Trust, Inc | 7,047 | $535.7K | 0.34% | 00.0% | Unchanged |
| Trust Co | 7,080 | $538.2K | 0.06% | −11,021−60.9% | Reduced |
| Mattern Wealth Management LLC | 7,151 | $543.6K | 0.11% | −760−9.6% | Reduced |
| Empowered Funds, LLC | 7,210 | $548.1K | 0.01% | +1,820+33.8% | Added |
| Man Group plc | 7,238 | $550.2K | 0.00% | −7,310−50.2% | Reduced |
| Stephenson National Bank & Trust | 7,260 | $551.9K | 0.17% | −1,368−15.9% | Reduced |