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 |
|---|---|---|---|---|---|
| SRS Capital Advisors, Inc. | 10,223 | $777.2K | 0.01% | +8,257+420.0% | Added |
| Verity Asset Management, Inc. | 10,150 | $771.6K | 0.25% | −774−7.1% | Reduced |
| Reaves W H & Co Inc | 9,924 | $754.4K | 0.01% | +9,924 | New |
| Norinchukin Bank, The | 9,880 | $751.1K | 0.01% | +52+0.5% | Added |
| Allworth Financial LP | 9,862 | $749.7K | 0.00% | +435+4.6% | Added |
| Parallel Advisors, LLC | 9,681 | $736.0K | 0.01% | +720+8.0% | Added |
| Atlantic Union Bankshares Corp | 9,578 | $728.1K | 0.01% | +9,578 | New |
| Synovus Financial Corp | 9,474 | $720.2K | 0.01% | −33−0.3% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 9,427 | $715.1K | 0.01% | +3,066+48.2% | Added |
| United Capital Financial Advisers, LLC | 9,299 | $706.9K | 0.01% | +40+0.4% | Added |
| Crossmark Global Holdings, Inc. | 9,258 | $703.8K | 0.01% | 00.0% | Unchanged |
| Amica Mutual Insurance Co | 9,181 | $698.0K | 0.06% | −1,020−10.0% | Reduced |
| Vident Advisory, LLC | 9,139 | $694.8K | 0.01% | +1,032+12.7% | Added |
| Evergreen Capital Management LLC | 9,070 | $689.5K | 0.02% | 00.0% | Unchanged |
| Fairview Capital Investment Management, LLC | 9,000 | $684.2K | 0.03% | 00.0% | Unchanged |
| HB Wealth Management, LLC | 8,999 | $684.1K | 0.00% | +85+1.0% | Added |
| Oak Thistle LLC | 8,897 | $676.4K | 0.10% | +8,897 | New |
| Hilltop Holdings Inc. | 8,848 | $672.6K | 0.04% | +418+5.0% | Added |
| Prime Capital Investment Advisors, LLC | 8,842 | $672.2K | 0.01% | −1,340−13.2% | Reduced |
| Smith, Moore & Co. | 8,799 | $668.9K | 0.05% | −1,644−15.7% | Reduced |
| BKD Wealth Advisors, LLC | 8,793 | $668.5K | 0.01% | +2,115+31.7% | Added |
| Apexium Financial, LP | 8,728 | $663.5K | 0.03% | 00.0% | Unchanged |
| Vestmark Advisory Solutions, Inc. | 8,650 | $657.6K | 0.01% | +8,650 | New |
| Heartland Bank & Trust Co | 8,559 | $650.7K | 0.27% | −30.0% | Reduced |
| Virtus ETF Advisers LLC | 8,525 | $648.1K | 0.36% | 00.0% | Unchanged |
| Mount Yale Investment Advisors, LLC | 8,494 | $645.7K | 0.04% | +8,219+2,988.7% | Added |
| Vise Technologies, Inc. | 8,425 | $640.4K | 0.02% | +1,698+25.2% | Added |
| Principal Securities, Inc. | 8,374 | $636.6K | 0.01% | +827+11.0% | Added |
| Intrua Financial, LLC | 8,265 | $628.3K | 0.07% | +94+1.2% | Added |
| Allstate Corp | 8,219 | $624.8K | 0.01% | +8,219 | New |
| Empirical Finance, LLC | 8,163 | $620.6K | 0.03% | +81+1.0% | Added |
| Johnson Investment Counsel Inc | 8,158 | $620.2K | 0.01% | −1,015−11.1% | Reduced |
| Sunbelt Securities, Inc. | 8,040 | $611.2K | 0.04% | +132+1.7% | Added |
| Potomac Fund Management Inc | 8,010 | $609.0K | 0.03% | −9−0.1% | Reduced |
| Nicolet Bankshares Inc | 8,000 | $608.2K | 0.10% | 00.0% | Unchanged |
| Atomi Financial Group, Inc. | 7,974 | $606.2K | 0.02% | +1,274+19.0% | Added |
| Modern Wealth Management, LLC | 7,926 | $602.6K | 0.01% | +148+1.9% | Added |
| Atria Investments LLC | 7,919 | $602.0K | 0.01% | −555−6.5% | Reduced |
| National Asset Management, Inc. | 7,842 | $596.2K | 0.03% | −636−7.5% | Reduced |
| FineMark National Bank & Trust | 7,813 | $593.9K | 0.02% | −1,022−11.6% | Reduced |
| Metis Global Partners, LLC | 7,736 | $588.1K | 0.01% | −492−6.0% | Reduced |
| CSS LLC | 7,720 | $586.9K | 0.03% | +1,460+23.3% | Added |
| MainStreet Investment Advisors LLC | 7,687 | $584.4K | 0.08% | −19−0.2% | Reduced |
| Syon Capital LLC | 7,594 | $577.3K | 0.03% | +2,548+50.5% | Added |
| Coldstream Capital Management Inc | 7,472 | $568.0K | 0.01% | +818+12.3% | Added |
| AE Wealth Management LLC | 7,447 | $566.1K | 0.00% | +732+10.9% | Added |
| Agf Management Ltd | 7,438 | $565.4K | 0.00% | −1,968−20.9% | Reduced |
| Jeppson Wealth Management, LLC | 7,424 | $564.4K | 0.18% | 00.0% | Unchanged |
| We Are One Seven, LLC | 7,422 | $564.2K | 0.01% | +250+3.5% | Added |
| Evoke Wealth, LLC | 7,370 | $560.3K | 0.01% | +353+5.0% | Added |
| Northwestern Mutual Investment Management Company, LLC | 7,335 | $557.6K | 0.01% | −5−0.1% | Reduced |
| TD Private Client Wealth LLC | 7,326 | $556.9K | 0.01% | +6,615+930.4% | Added |
| Tokio Marine Asset Management Co Ltd | 7,325 | $556.8K | 0.02% | +379+5.5% | Added |
| Inscription Capital, LLC | 7,284 | $553.7K | 0.06% | +4,224+138.0% | Added |
| Stephenson National Bank & Trust | 7,260 | $551.9K | 0.17% | −1,368−15.9% | Reduced |
| Man Group plc | 7,238 | $550.2K | 0.00% | −7,310−50.2% | Reduced |
| Empowered Funds, LLC | 7,210 | $548.1K | 0.01% | +1,820+33.8% | Added |
| Mattern Wealth Management LLC | 7,151 | $543.6K | 0.11% | −760−9.6% | Reduced |
| Trust Co | 7,080 | $538.2K | 0.06% | −11,021−60.9% | Reduced |
| Ti-Trust, Inc | 7,047 | $535.7K | 0.34% | 00.0% | Unchanged |
| Novak & Powell Financial Services, Inc. | 7,037 | $535.0K | 0.28% | −531−7.0% | Reduced |
| Ashton Thomas Private Wealth, LLC | 6,998 | $532.0K | 0.01% | +6,998 | New |
| Signaturefd, LLC | 6,966 | $529.6K | 0.01% | +459+7.1% | Added |
| NBC Securities, Inc. | 6,950 | $528.3K | 0.04% | −75−1.1% | Reduced |
| Associated Banc-Corp | 6,738 | $512.2K | 0.01% | +6,738 | New |
| Coppell Advisory Solutions LLC | 6,750 | $506.7K | 0.05% | −649−8.8% | Reduced |
| Blair William & Co | 6,640 | $504.8K | 0.00% | −2,186−24.8% | Reduced |
| Summit Wealth Group LLC | 2,973 | $502.3K | 0.07% | +2,973 | New |
| Benjamin Edwards Inc | 6,578 | $500.0K | 0.01% | −243−3.6% | Reduced |
| Kestra Private Wealth Services, LLC | 6,568 | $499.3K | 0.01% | +1,763+36.7% | Added |
| 44 Wealth Management LLC | 6,552 | $498.1K | 0.17% | +6,552 | New |
| IFG Advisory, LLC | 6,543 | $497.4K | 0.02% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 6,305 | $479.3K | 0.00% | +1,396+28.4% | Added |
| Waterfront Wealth Inc. | 6,067 | $479.1K | 0.10% | 00.0% | Unchanged |
| NorthCrest Asset Manangement, LLC | 6,076 | $472.1K | 0.01% | +170+2.9% | Added |
| MUFG Securities Americas Inc. | 6,206 | $471.8K | 0.03% | +1,107+21.7% | Added |
| Aaron Wealth Advisors | 6,200 | $471.3K | 0.03% | +6,200 | New |
| Kentucky Retirement Systems Insurance Trust Fund | 6,057 | $460.5K | 0.03% | +20.0% | Added |
| National Pension Service | 6,027 | $458.2K | 0.00% | +2,328+62.9% | Added |
| Savant Capital, LLC | 5,908 | $449.2K | 0.00% | +463+8.5% | Added |
| Uncommon Cents Investing LLC | 5,840 | $444.0K | 0.11% | 00.0% | Unchanged |
| Merit Financial Group, LLC | 5,790 | $440.2K | 0.00% | +678+13.3% | Added |
| Financial Advisory Service, Inc. | 5,735 | $436.0K | 0.03% | −678−10.6% | Reduced |
| Callan Family Office, LLC | 5,664 | $430.6K | 0.01% | −328−5.5% | Reduced |
| Naples Global Advisors, LLC | 5,625 | $427.6K | 0.03% | +111+2.0% | Added |
| STRS Ohio | 5,504 | $418.4K | 0.00% | −39,382−87.7% | Reduced |
| Schulhoff & Co Inc | 5,500 | $418.1K | 0.18% | 00.0% | Unchanged |
| Sage Mountain Advisors LLC | 5,495 | $417.7K | 0.02% | +904+19.7% | Added |
| Custom Index Systems, LLC | 5,490 | $417.4K | 0.12% | +1,162+26.8% | Added |
| Integrity Alliance, LLC. | 5,456 | $414.8K | 0.02% | +5,456 | New |
| Tocqueville Asset Management L.P. | 5,400 | $410.5K | 0.01% | 00.0% | Unchanged |
| Rakuten Investment Management, Inc. | 10,470 | $409.6K | 0.00% | +10,470 | New |
| Balboa Wealth Partners | 5,365 | $407.8K | 0.07% | +8+0.1% | Added |
| Vista Investment Partners LLC | 5,358 | $407.3K | 0.11% | 00.0% | Unchanged |
| Advantage Trust Co | 5,350 | $406.7K | 0.18% | 00.0% | Unchanged |
| Krilogy Financial LLC | 5,276 | $405.0K | 0.02% | +5,276 | New |
| Pensionmark Financial Group, LLC | 5,282 | $401.5K | 0.01% | −888−14.4% | Reduced |
| GoalVest Advisory LLC | 5,259 | $399.8K | 0.08% | 00.0% | Unchanged |
| Brighton Jones LLC | 5,239 | $398.3K | 0.01% | +677+14.8% | Added |
| Panagora Asset Management Inc | 5,183 | $394.0K | 0.00% | −26,962−83.9% | Reduced |