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 |
|---|---|---|---|---|---|
| Bokf, NA | 22,585 | $1.72M | 0.03% | +511+2.3% | Added |
| Swiss Life Asset Management Ltd | 22,306 | $1.70M | 0.01% | −5,025−18.4% | Reduced |
| Park Avenue Securities LLC | 22,235 | $1.69M | 0.01% | +3,201+16.8% | Added |
| Dynamic Advisor Solutions LLC | 22,220 | $1.69M | 0.05% | −47−0.2% | Reduced |
| Lido Advisors, LLC | 22,108 | $1.68M | 0.01% | +2,063+10.3% | Added |
| Hartree Partners, LP | 22,000 | $1.67M | 0.58% | +22,000 | New |
| Westpac Banking Corp | 21,704 | $1.65M | 0.10% | −1,085−4.8% | Reduced |
| Pathstone Holdings, LLC | 21,695 | $1.65M | 0.01% | +482+2.3% | Added |
| Prevail Innovative Wealth Advisors, LLC | 21,693 | $1.65M | 0.32% | +10,947+101.9% | Added |
| Schnieders Capital Management, LLC. | 21,395 | $1.63M | 0.29% | +21,395 | New |
| IHT Wealth Management, LLC | 20,651 | $1.57M | 0.04% | +123+0.6% | Added |
| Umb Bank N A | 20,649 | $1.57M | 0.02% | −1,966−8.7% | Reduced |
| Public Employees Retirement Association of Colorado | 20,530 | $1.56M | 0.01% | 00.0% | Unchanged |
| Sanctuary Advisors, LLC | 20,403 | $1.55M | 0.01% | +2,981+17.1% | Added |
| Fulcrum Asset Management LLP | 20,025 | $1.52M | 0.42% | +10,218+104.2% | Added |
| CAPROCK Group, Inc. | 20,581 | $1.48M | 0.04% | +20,581 | New |
| LMR Partners LLP | 19,472 | $1.48M | 0.02% | −3,444−15.0% | Reduced |
| Miller Howard Investments Inc | 19,461 | $1.48M | 0.05% | +823+4.4% | Added |
| Pacer Advisors, Inc. | 19,396 | $1.47M | 0.00% | −26,808−58.0% | Reduced |
| Adamsbrown Wealth Consultants LLC | 19,180 | $1.46M | 0.40% | −730−3.7% | Reduced |
| Private Advisor Group, LLC | 19,148 | $1.46M | 0.01% | −141−0.7% | Reduced |
| GWM Advisors LLC | 19,072 | $1.45M | 0.01% | +4,557+31.4% | Added |
| Bryn Mawr Trust Co | 18,903 | $1.44M | 0.03% | −946−4.8% | Reduced |
| Wealthspire Advisors, LLC | 18,675 | $1.42M | 0.01% | −994−5.1% | Reduced |
| DekaBank Deutsche Girozentrale | 18,563 | $1.39M | 0.00% | 00.0% | Unchanged |
| Davis Capital Management | 18,143 | $1.38M | 0.96% | +18,143 | New |
| Wiley Bros.-Aintree Capital, LLC | 18,081 | $1.38M | 0.01% | +1,713+10.5% | Added |
| Teachers Retirement System of the State of Kentucky | 18,043 | $1.37M | 0.01% | 00.0% | Unchanged |
| Keybank National Association | 17,730 | $1.35M | 0.00% | +1,599+9.9% | Added |
| Financial Partners Group, Inc | 17,710 | $1.35M | 0.17% | +96+0.5% | Added |
| Ethic Inc. | 17,662 | $1.34M | 0.02% | +237+1.4% | Added |
| Andra AP-fonden | 17,555 | $1.33M | 0.02% | −44,300−71.6% | Reduced |
| Summit Trail Advisors, LLC | 17,488 | $1.33M | 0.02% | +11,392+186.9% | Added |
| Dakota Wealth Management | 17,188 | $1.31M | 0.03% | −19,561−53.2% | Reduced |
| Toroso Investments, LLC | 16,918 | $1.29M | 0.01% | +1,126+7.1% | Added |
| Pensionfund Sabic | 16,900 | $1.28M | 0.35% | 00.0% | Unchanged |
| Brookmont Capital Management | 16,856 | $1.28M | 0.71% | −299−1.7% | Reduced |
| Walleye Trading LLC | 16,730 | $1.27M | 0.02% | +14,857+793.2% | Added |
| Twin Capital Management Inc | 16,655 | $1.27M | 0.16% | −21,166−56.0% | Reduced |
| Boston Private Wealth LLC | 16,497 | $1.25M | 0.07% | +2,510+17.9% | Added |
| Huber Capital Management LLC | 16,467 | $1.25M | 0.20% | 00.0% | Unchanged |
| KBC Group NV | 16,391 | $1.25M | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 16,357 | $1.24M | 0.07% | +1,538+10.4% | Added |
| Wellington Management Group LLP | 16,325 | $1.24M | 0.00% | −17,323−51.5% | Reduced |
| Catherine Avery Investment Management LLC | 16,258 | $1.24M | 0.80% | −34,218−67.8% | Reduced |
| IMC-Chicago, LLC | 16,135 | $1.23M | 0.02% | +16,135 | New |
| Grantham, Mayo, Van Otterloo & Co. LLC | 16,075 | $1.22M | 0.00% | −898−5.3% | Reduced |
| Mizuho Securities USA LLC | 16,763 | $1.19M | 0.02% | +854+5.4% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 15,552 | $1.18M | 0.01% | +4,595+41.9% | Added |
| Prelude Capital Management, LLC | 15,548 | $1.18M | 0.09% | −7,940−33.8% | Reduced |
| Sterling Capital Management LLC | 15,150 | $1.15M | 0.02% | −1,232−7.5% | Reduced |
| Rockland Trust Co | 15,021 | $1.14M | 0.05% | −103−0.7% | Reduced |
| SeaCrest Wealth Management, LLC | 14,158 | $1.10M | 0.12% | −280−1.9% | Reduced |
| Kentucky Retirement Systems | 14,451 | $1.10M | 0.03% | +184+1.3% | Added |
| Kestra Advisory Services, LLC | 14,365 | $1.09M | 0.01% | +1,388+10.7% | Added |
| Meeder Advisory Services, Inc. | 14,191 | $1.08M | 0.05% | +2,071+17.1% | Added |
| Simplex Trading, LLC | 13,913 | $1.06M | 0.02% | +11,773+550.1% | Added |
| Spirit of America Management Corp | 13,800 | $1.05M | 0.21% | +3,150+29.6% | Added |
| Chicago Partners Investment Group LLC | 13,479 | $1.05M | 0.03% | +760+6.0% | Added |
| Hartford Investment Management Co | 13,648 | $1.04M | 0.03% | −268−1.9% | Reduced |
| WESPAC Advisors, LLC | 13,601 | $1.03M | 0.60% | −254−1.8% | Reduced |
| Albion Financial Group | 13,183 | $1.00M | 0.06% | 00.0% | Unchanged |
| Janney Montgomery Scott LLC | 13,156 | $1.00M | 0.00% | +3,213+32.3% | Added |
| Resources Investment Advisors, LLC. | 13,072 | $993.8K | 0.01% | +843+6.9% | Added |
| AGH Wealth Advisors, LLC | 12,711 | $966.3K | 0.71% | +689+5.7% | Added |
| Schonfeld Strategic Advisors LLC | 12,670 | $963.2K | 0.01% | +12,670 | New |
| Exchange Traded Concepts, LLC | 12,611 | $958.7K | 0.01% | −1,006−7.4% | Reduced |
| Gibson Wealth Advisors LLC | 12,596 | $957.5K | 0.68% | 00.0% | Unchanged |
| Gulf International Bank (UK) Ltd | 12,529 | $952.0K | 0.03% | −578−4.4% | Reduced |
| Sierra Summit Advisors LLC | 12,500 | $950.3K | 0.14% | +183+1.5% | Added |
| Royal London Asset Management Ltd | 12,447 | $946.2K | 0.00% | 00.0% | Unchanged |
| Concurrent Investment Advisors, LLC | 12,386 | $941.6K | 0.02% | +681+5.8% | Added |
| Contravisory Investment Management, Inc. | 12,202 | $927.6K | 0.18% | −348−2.8% | Reduced |
| Louisiana State Employees Retirement System | 12,100 | $919.8K | 0.02% | 00.0% | Unchanged |
| Profund Advisors LLC | 12,032 | $914.7K | 0.03% | +466+4.0% | Added |
| Iams Wealth Management, LLC | 11,998 | $912.3K | 0.37% | +3,018+33.6% | Added |
| WCG Wealth Advisors LLC | 11,953 | $908.7K | 0.06% | +653+5.8% | Added |
| Janus Henderson Group PLC | 11,898 | $904.4K | 0.00% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 11,754 | $893.5K | 0.48% | +1,427+13.8% | Added |
| Altfest L J & Co Inc | 11,501 | $874.3K | 0.10% | −76−0.7% | Reduced |
| Lazard Asset Management LLC | 11,500 | $874.2K | 0.00% | 00.0% | Unchanged |
| Maryland State Retirement & Pension System | 11,187 | $850.4K | 0.02% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 11,139 | $846.8K | 0.15% | +640+6.1% | Added |
| Wealthcare Advisory Partners LLC | 11,129 | $846.0K | 0.02% | +335+3.1% | Added |
| Moody National Bank Trust Division | 11,123 | $845.6K | 0.07% | −191−1.7% | Reduced |
| DGS Capital Management, LLC | 11,072 | $841.7K | 0.15% | +484+4.6% | Added |
| Pallas Capital Advisors LLC | 11,047 | $839.8K | 0.03% | +235+2.2% | Added |
| Securian Asset Management, Inc | 11,023 | $838.0K | 0.02% | −968−8.1% | Reduced |
| Turning Point Benefit Group, Inc. | 10,946 | $834.4K | 0.50% | +1,333+13.9% | Added |
| Cornercap Investment Counsel Inc | 10,887 | $827.6K | 0.41% | −180−1.6% | Reduced |
| Great Lakes Advisors, LLC | 10,837 | $823.8K | 0.01% | +2,860+35.9% | Added |
| Investment Management Corp of Ontario | 10,820 | $822.5K | 0.01% | −110,931−91.1% | Reduced |
| Lion Street Advisors, LLC | 12,765 | $813.8K | 0.28% | +2,257+21.5% | Added |
| RSM US Wealth Management LLC | 10,690 | $812.6K | 0.01% | +210+2.0% | Added |
| HighPoint Advisor Group LLC | 10,660 | $810.4K | 0.04% | +866+8.8% | Added |
| Moors & Cabot, Inc. | 10,541 | $801.3K | 0.03% | −244−2.3% | Reduced |
| Farther Finance Advisors, LLC | 10,529 | $800.4K | 0.01% | +4,204+66.5% | Added |
| Prudent Man Advisors, LLC | 10,432 | $793.0K | 0.29% | −1,214−10.4% | Reduced |
| New Mexico Educational Retirement Board | 10,350 | $787.0K | 0.02% | −400−3.7% | Reduced |
| Northwest & Ethical Investments L.P. | 10,409 | $781.3K | 0.02% | +1,800+20.9% | Added |