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 |
|---|---|---|---|---|---|
| Inscription Capital, LLC | 7,284 | $553.7K | 0.06% | +4,224+138.0% | Added |
| Tokio Marine Asset Management Co Ltd | 7,325 | $556.8K | 0.02% | +379+5.5% | Added |
| TD Private Client Wealth LLC | 7,326 | $556.9K | 0.01% | +6,615+930.4% | Added |
| Northwestern Mutual Investment Management Company, LLC | 7,335 | $557.6K | 0.01% | −5−0.1% | Reduced |
| Evoke Wealth, LLC | 7,370 | $560.3K | 0.01% | +353+5.0% | Added |
| We Are One Seven, LLC | 7,422 | $564.2K | 0.01% | +250+3.5% | Added |
| Jeppson Wealth Management, LLC | 7,424 | $564.4K | 0.18% | 00.0% | Unchanged |
| Agf Management Ltd | 7,438 | $565.4K | 0.00% | −1,968−20.9% | Reduced |
| AE Wealth Management LLC | 7,447 | $566.1K | 0.00% | +732+10.9% | Added |
| Coldstream Capital Management Inc | 7,472 | $568.0K | 0.01% | +818+12.3% | Added |
| Syon Capital LLC | 7,594 | $577.3K | 0.03% | +2,548+50.5% | Added |
| MainStreet Investment Advisors LLC | 7,687 | $584.4K | 0.08% | −19−0.2% | Reduced |
| CSS LLC | 7,720 | $586.9K | 0.03% | +1,460+23.3% | Added |
| Metis Global Partners, LLC | 7,736 | $588.1K | 0.01% | −492−6.0% | Reduced |
| FineMark National Bank & Trust | 7,813 | $593.9K | 0.02% | −1,022−11.6% | Reduced |
| National Asset Management, Inc. | 7,842 | $596.2K | 0.03% | −636−7.5% | Reduced |
| Atria Investments LLC | 7,919 | $602.0K | 0.01% | −555−6.5% | Reduced |
| Modern Wealth Management, LLC | 7,926 | $602.6K | 0.01% | +148+1.9% | Added |
| Atomi Financial Group, Inc. | 7,974 | $606.2K | 0.02% | +1,274+19.0% | Added |
| Nicolet Bankshares Inc | 8,000 | $608.2K | 0.10% | 00.0% | Unchanged |
| Potomac Fund Management Inc | 8,010 | $609.0K | 0.03% | −9−0.1% | Reduced |
| Sunbelt Securities, Inc. | 8,040 | $611.2K | 0.04% | +132+1.7% | Added |
| Johnson Investment Counsel Inc | 8,158 | $620.2K | 0.01% | −1,015−11.1% | Reduced |
| Empirical Finance, LLC | 8,163 | $620.6K | 0.03% | +81+1.0% | Added |
| Allstate Corp | 8,219 | $624.8K | 0.01% | +8,219 | New |
| Intrua Financial, LLC | 8,265 | $628.3K | 0.07% | +94+1.2% | Added |
| Principal Securities, Inc. | 8,374 | $636.6K | 0.01% | +827+11.0% | Added |
| Vise Technologies, Inc. | 8,425 | $640.4K | 0.02% | +1,698+25.2% | Added |
| Mount Yale Investment Advisors, LLC | 8,494 | $645.7K | 0.04% | +8,219+2,988.7% | Added |
| Virtus ETF Advisers LLC | 8,525 | $648.1K | 0.36% | 00.0% | Unchanged |
| Heartland Bank & Trust Co | 8,559 | $650.7K | 0.27% | −30.0% | Reduced |
| Vestmark Advisory Solutions, Inc. | 8,650 | $657.6K | 0.01% | +8,650 | New |
| Apexium Financial, LP | 8,728 | $663.5K | 0.03% | 00.0% | Unchanged |
| BKD Wealth Advisors, LLC | 8,793 | $668.5K | 0.01% | +2,115+31.7% | Added |
| Smith, Moore & Co. | 8,799 | $668.9K | 0.05% | −1,644−15.7% | Reduced |
| Prime Capital Investment Advisors, LLC | 8,842 | $672.2K | 0.01% | −1,340−13.2% | Reduced |
| Hilltop Holdings Inc. | 8,848 | $672.6K | 0.04% | +418+5.0% | Added |
| Oak Thistle LLC | 8,897 | $676.4K | 0.10% | +8,897 | New |
| HB Wealth Management, LLC | 8,999 | $684.1K | 0.00% | +85+1.0% | Added |
| Fairview Capital Investment Management, LLC | 9,000 | $684.2K | 0.03% | 00.0% | Unchanged |
| Evergreen Capital Management LLC | 9,070 | $689.5K | 0.02% | 00.0% | Unchanged |
| Vident Advisory, LLC | 9,139 | $694.8K | 0.01% | +1,032+12.7% | Added |
| Amica Mutual Insurance Co | 9,181 | $698.0K | 0.06% | −1,020−10.0% | Reduced |
| Crossmark Global Holdings, Inc. | 9,258 | $703.8K | 0.01% | 00.0% | Unchanged |
| United Capital Financial Advisers, LLC | 9,299 | $706.9K | 0.01% | +40+0.4% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 9,427 | $715.1K | 0.01% | +3,066+48.2% | Added |
| Synovus Financial Corp | 9,474 | $720.2K | 0.01% | −33−0.3% | Reduced |
| Atlantic Union Bankshares Corp | 9,578 | $728.1K | 0.01% | +9,578 | New |
| Parallel Advisors, LLC | 9,681 | $736.0K | 0.01% | +720+8.0% | Added |
| Allworth Financial LP | 9,862 | $749.7K | 0.00% | +435+4.6% | Added |
| Norinchukin Bank, The | 9,880 | $751.1K | 0.01% | +52+0.5% | Added |
| Reaves W H & Co Inc | 9,924 | $754.4K | 0.01% | +9,924 | New |
| Verity Asset Management, Inc. | 10,150 | $771.6K | 0.25% | −774−7.1% | Reduced |
| SRS Capital Advisors, Inc. | 10,223 | $777.2K | 0.01% | +8,257+420.0% | Added |
| Northwest & Ethical Investments L.P. | 10,409 | $781.3K | 0.02% | +1,800+20.9% | Added |
| New Mexico Educational Retirement Board | 10,350 | $787.0K | 0.02% | −400−3.7% | Reduced |
| Prudent Man Advisors, LLC | 10,432 | $793.0K | 0.29% | −1,214−10.4% | Reduced |
| Farther Finance Advisors, LLC | 10,529 | $800.4K | 0.01% | +4,204+66.5% | Added |
| Moors & Cabot, Inc. | 10,541 | $801.3K | 0.03% | −244−2.3% | Reduced |
| HighPoint Advisor Group LLC | 10,660 | $810.4K | 0.04% | +866+8.8% | Added |
| RSM US Wealth Management LLC | 10,690 | $812.6K | 0.01% | +210+2.0% | Added |
| Lion Street Advisors, LLC | 12,765 | $813.8K | 0.28% | +2,257+21.5% | Added |
| Investment Management Corp of Ontario | 10,820 | $822.5K | 0.01% | −110,931−91.1% | Reduced |
| Great Lakes Advisors, LLC | 10,837 | $823.8K | 0.01% | +2,860+35.9% | Added |
| Cornercap Investment Counsel Inc | 10,887 | $827.6K | 0.41% | −180−1.6% | Reduced |
| Turning Point Benefit Group, Inc. | 10,946 | $834.4K | 0.50% | +1,333+13.9% | Added |
| Securian Asset Management, Inc | 11,023 | $838.0K | 0.02% | −968−8.1% | Reduced |
| Pallas Capital Advisors LLC | 11,047 | $839.8K | 0.03% | +235+2.2% | Added |
| DGS Capital Management, LLC | 11,072 | $841.7K | 0.15% | +484+4.6% | Added |
| Moody National Bank Trust Division | 11,123 | $845.6K | 0.07% | −191−1.7% | Reduced |
| Wealthcare Advisory Partners LLC | 11,129 | $846.0K | 0.02% | +335+3.1% | Added |
| USA Financial Portformulas Corp | 11,139 | $846.8K | 0.15% | +640+6.1% | Added |
| Maryland State Retirement & Pension System | 11,187 | $850.4K | 0.02% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 11,500 | $874.2K | 0.00% | 00.0% | Unchanged |
| Altfest L J & Co Inc | 11,501 | $874.3K | 0.10% | −76−0.7% | Reduced |
| CoreFirst Bank & Trust | 11,754 | $893.5K | 0.48% | +1,427+13.8% | Added |
| Janus Henderson Group PLC | 11,898 | $904.4K | 0.00% | 00.0% | Unchanged |
| WCG Wealth Advisors LLC | 11,953 | $908.7K | 0.06% | +653+5.8% | Added |
| Iams Wealth Management, LLC | 11,998 | $912.3K | 0.37% | +3,018+33.6% | Added |
| Profund Advisors LLC | 12,032 | $914.7K | 0.03% | +466+4.0% | Added |
| Louisiana State Employees Retirement System | 12,100 | $919.8K | 0.02% | 00.0% | Unchanged |
| Contravisory Investment Management, Inc. | 12,202 | $927.6K | 0.18% | −348−2.8% | Reduced |
| Concurrent Investment Advisors, LLC | 12,386 | $941.6K | 0.02% | +681+5.8% | Added |
| Royal London Asset Management Ltd | 12,447 | $946.2K | 0.00% | 00.0% | Unchanged |
| Sierra Summit Advisors LLC | 12,500 | $950.3K | 0.14% | +183+1.5% | Added |
| Gulf International Bank (UK) Ltd | 12,529 | $952.0K | 0.03% | −578−4.4% | Reduced |
| Gibson Wealth Advisors LLC | 12,596 | $957.5K | 0.68% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 12,611 | $958.7K | 0.01% | −1,006−7.4% | Reduced |
| Schonfeld Strategic Advisors LLC | 12,670 | $963.2K | 0.01% | +12,670 | New |
| AGH Wealth Advisors, LLC | 12,711 | $966.3K | 0.71% | +689+5.7% | Added |
| Resources Investment Advisors, LLC. | 13,072 | $993.8K | 0.01% | +843+6.9% | Added |
| Janney Montgomery Scott LLC | 13,156 | $1.00M | 0.00% | +3,213+32.3% | Added |
| Albion Financial Group | 13,183 | $1.00M | 0.06% | 00.0% | Unchanged |
| WESPAC Advisors, LLC | 13,601 | $1.03M | 0.60% | −254−1.8% | Reduced |
| Hartford Investment Management Co | 13,648 | $1.04M | 0.03% | −268−1.9% | Reduced |
| Chicago Partners Investment Group LLC | 13,479 | $1.05M | 0.03% | +760+6.0% | Added |
| Spirit of America Management Corp | 13,800 | $1.05M | 0.21% | +3,150+29.6% | Added |
| Simplex Trading, LLC | 13,913 | $1.06M | 0.02% | +11,773+550.1% | Added |
| Meeder Advisory Services, Inc. | 14,191 | $1.08M | 0.05% | +2,071+17.1% | Added |
| Kestra Advisory Services, LLC | 14,365 | $1.09M | 0.01% | +1,388+10.7% | Added |