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 |
|---|---|---|---|---|---|
| Gentry Private Wealth, LLC | 5,093 | $387.2K | 0.27% | 00.0% | Unchanged |
| LexAurum Advisors, LLC | 5,087 | $386.7K | 0.05% | +1,207+31.1% | Added |
| Central Trust Co | 5,074 | $385.7K | 0.01% | 00.0% | Unchanged |
| Advyzon Investment Management, LLC | 5,065 | $385.0K | 0.07% | +360+7.7% | Added |
| Valeo Financial Advisors, LLC | 4,991 | $379.4K | 0.01% | −16−0.3% | Reduced |
| Garner Asset Management Corp | 4,957 | $376.8K | 0.15% | +10.0% | Added |
| GTS Securities LLC | 4,937 | $375.3K | 0.01% | +4,937 | New |
| NorthRock Partners, LLC | 4,885 | $371.4K | 0.01% | −150−3.0% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 4,876 | $370.7K | 0.02% | −70−1.4% | Reduced |
| Intrust Bank NA | 4,871 | $370.3K | 0.03% | +103+2.2% | Added |
| Garrett Investment Advisors LLC | 4,830 | $367.2K | 0.03% | −300−5.8% | Reduced |
| Apollon Financial, LLC | 4,808 | $365.5K | 0.06% | +44+0.9% | Added |
| Simplicity Wealth,LLC | 4,804 | $365.2K | 0.02% | −6,486−57.4% | Reduced |
| MidWestOne Financial Group, Inc. | 4,770 | $362.6K | 0.04% | +59+1.3% | Added |
| Aptus Capital Advisors, LLC | 4,734 | $359.9K | 0.00% | −3,787−44.4% | Reduced |
| Huntington National Bank | 4,699 | $357.2K | 0.00% | −68−1.4% | Reduced |
| AlphaStar Capital Management, LLC | 4,697 | $357.0K | 0.03% | +1,370+41.2% | Added |
| Rockefeller Capital Management L.P. | 4,663 | $354.6K | 0.00% | +4,663 | New |
| Independent Advisor Alliance | 4,616 | $350.9K | 0.01% | −4,342−48.5% | Reduced |
| Kentucky Trust Co | 4,586 | $348.6K | 0.19% | 00.0% | Unchanged |
| Integris Wealth Management, LLC | 4,570 | $347.4K | 0.08% | 00.0% | Unchanged |
| Equitable Holdings, Inc. | 4,558 | $346.5K | 0.00% | −171−3.6% | Reduced |
| Vaughan David Investments LLC | 4,548 | $346.0K | 0.01% | −116−2.5% | Reduced |
| Wedmont Private Capital | 4,444 | $345.3K | 0.01% | +599+15.6% | Added |
| B. Metzler seel. Sohn & Co. AG | 4,524 | $343.9K | 0.00% | 00.0% | Unchanged |
| Walker Asset Management, LLC | 4,500 | $342.1K | 0.19% | +32+0.7% | Added |
| PFG Investments, LLC | 4,450 | $338.3K | 0.02% | +17+0.4% | Added |
| Triad Wealth Partners, LLC | 4,415 | $335.6K | 0.04% | +26+0.6% | Added |
| MUFG Securities EMEA plc | 4,405 | $334.9K | 0.01% | +3,727+549.7% | Added |
| Golden State Equity Partners | 4,372 | $332.4K | 0.06% | −112−2.5% | Reduced |
| Keystone Financial Group | 4,372 | $332.3K | 0.03% | +1,160+36.1% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 4,369 | $332.1K | 0.01% | +4,369 | New |
| Ballentine Partners, LLC | 4,347 | $330.5K | 0.00% | +755+21.0% | Added |
| Sound View Wealth Advisors Group, LLC | 4,342 | $330.1K | 0.02% | −230−5.0% | Reduced |
| Artisan Partners Limited Partnership | 4,308 | $327.5K | 0.00% | 00.0% | Unchanged |
| Ritholtz Wealth Management | 4,300 | $326.9K | 0.01% | +50+1.2% | Added |
| Probity Advisors, Inc. | 4,266 | $324.3K | 0.05% | −46−1.1% | Reduced |
| Mather Group, LLC. | 4,246 | $322.8K | 0.00% | −302−6.6% | Reduced |
| Eastern Bank | 4,232 | $321.7K | 0.01% | 00.0% | Unchanged |
| Sound Stewardship, LLC | 4,232 | $321.7K | 0.15% | 00.0% | Unchanged |
| Cresset Asset Management, LLC | 4,183 | $318.0K | 0.00% | +110+2.7% | Added |
| Transcend Wealth Collective, LLC | 4,082 | $310.3K | 0.02% | +4,082 | New |
| Black Diamond Financial, LLC | 4,065 | $309.0K | 0.03% | −10−0.2% | Reduced |
| Glenview Trust Co | 4,051 | $308.0K | 0.00% | +293+7.8% | Added |
| Aviva PLC | 4,041 | $307.2K | 0.00% | 00.0% | Unchanged |
| Kimelman & Baird, LLC | 4,031 | $306.4K | 0.02% | 00.0% | Unchanged |
| Sym Financial Corp | 4,024 | $305.9K | 0.03% | +80+2.0% | Added |
| D.A. Davidson & Co. | 4,004 | $304.4K | 0.00% | +269+7.2% | Added |
| Danske Bank A/S | 4,000 | $304.1K | 0.00% | +500+14.3% | Added |
| Baker Avenue Asset Management, LP | 3,972 | $302.0K | 0.01% | +371+10.3% | Added |
| Alpha Family Trust | 3,970 | $301.8K | 0.14% | 00.0% | Unchanged |
| IFP Advisors, Inc | 3,931 | $298.8K | 0.01% | −106−2.6% | Reduced |
| Sowell Financial Services LLC | 3,918 | $297.9K | 0.01% | +2+0.1% | Added |
| Kingsview Wealth Management, LLC | 3,909 | $297.2K | 0.00% | +340+9.5% | Added |
| Kavar Capital Partners Group, LLC | 3,903 | $296.7K | 0.04% | 00.0% | Unchanged |
| Legacy Financial Strategies, LLC | 3,893 | $295.9K | 0.05% | 00.0% | Unchanged |
| Greenleaf Trust | 3,867 | $294.0K | 0.00% | +372+10.6% | Added |
| Blackhawk Capital Partners LLC. | 3,849 | $292.6K | 0.11% | +229+6.3% | Added |
| Massmutual Trust Co FSB | 3,844 | $292.2K | 0.01% | −61−1.6% | Reduced |
| Trust Co of Kansas | 3,846 | $292.0K | 0.14% | +120+3.2% | Added |
| Robertson Stephens Wealth Management, LLC | 3,812 | $289.8K | 0.01% | +3,812 | New |
| Bank & Trust Co | 3,809 | $289.6K | 0.21% | −169−4.2% | Reduced |
| Texas Capital Bank Wealth Management Services Inc | 3,781 | $287.4K | 0.02% | +3,781 | New |
| Apollon Wealth Management, LLC | 3,777 | $287.1K | 0.01% | −2,233−37.2% | Reduced |
| Leo Wealth, LLC | 3,777 | $287.1K | 0.04% | −16,526−81.4% | Reduced |
| Miracle Mile Advisors, LLC | 3,772 | $286.8K | 0.00% | +3,772 | New |
| First National Advisers, LLC | 3,761 | $285.9K | 0.04% | 00.0% | Unchanged |
| Cornerstone Wealth Management, LLC | 3,744 | $284.6K | 0.02% | +93+2.5% | Added |
| Texas Yale Capital Corp. | 3,743 | $284.5K | 0.01% | 00.0% | Unchanged |
| Smith Chas P & Associates Pa Cpas | 3,735 | $283.9K | 0.02% | 00.0% | Unchanged |
| Everence Capital Management Inc | 3,720 | $283.0K | 0.02% | 00.0% | Unchanged |
| Ci Investments Inc. | 3,690 | $281.0K | 0.00% | −1,735−32.0% | Reduced |
| Gradient Investments LLC | 3,683 | $280.0K | 0.00% | −1,213−24.8% | Reduced |
| Citizens Financial Group Inc | 3,680 | $279.7K | 0.00% | +3,680 | New |
| Venturi Wealth Management, LLC | 3,673 | $279.2K | 0.01% | +428+13.2% | Added |
| Tradewinds, LLC. | 3,612 | $274.6K | 0.07% | +3,612 | New |
| Voleon Capital Management LP | 3,601 | $273.7K | 0.01% | +3,601 | New |
| PAX Financial Group, LLC | 3,562 | $270.8K | 0.05% | +3,562 | New |
| Tema ETFs LLC | 3,502 | $266.2K | 0.02% | +3,502 | New |
| Brown Brothers Harriman & Co | 3,424 | $260.3K | 0.00% | +932+37.4% | Added |
| Gries Financial LLC | 3,423 | $260.2K | 0.04% | −61−1.8% | Reduced |
| Summit Financial, LLC | 3,401 | $258.5K | 0.00% | −549−13.9% | Reduced |
| Longboard Asset Management, LP | 3,396 | $258.2K | 0.42% | 00.0% | Unchanged |
| AlphaCore Capital LLC | 3,369 | $256.1K | 0.01% | +2,893+607.8% | Added |
| Optas, LLC | 3,359 | $255.4K | 0.04% | +113+3.5% | Added |
| Tower Research Capital LLC (TRC) | 3,335 | $253.5K | 0.01% | +777+30.4% | Added |
| Bessemer Group Inc | 3,324 | $252.0K | 0.00% | +759+29.6% | Added |
| Hager Investment Management Services, LLC | 3,310 | $251.6K | 0.14% | −10−0.3% | Reduced |
| Advisory Alpha, LLC | 3,300 | $251.1K | 0.01% | −81−2.4% | Reduced |
| Phoenix Wealth Advisors | 3,264 | $248.1K | 0.10% | −65−2.0% | Reduced |
| Commerzbank Aktiengesellschaft | 3,239 | $247.0K | 0.01% | 00.0% | Unchanged |
| Quent Capital, LLC | 3,246 | $246.8K | 0.02% | +13+0.4% | Added |
| Avantra Family Wealth, Inc. | 3,233 | $245.8K | 0.18% | +3,233 | New |
| Leavell Investment Management, Inc. | 3,228 | $245.4K | 0.01% | 00.0% | Unchanged |
| OneAscent Financial Services LLC | 3,177 | $241.5K | 0.02% | −433−12.0% | Reduced |
| XTX Topco Ltd | 3,170 | $241.0K | 0.01% | +3,170 | New |
| Nova R Wealth, Inc. | 3,161 | $240.3K | 0.10% | +58+1.9% | Added |
| Guyasuta Investment Advisors Inc | 3,115 | $236.8K | 0.01% | 00.0% | Unchanged |
| Ifrah Financial Services, Inc. | 3,112 | $236.6K | 0.06% | −32−1.0% | Reduced |
| Journey Strategic Wealth LLC | 3,110 | $236.4K | 0.01% | +3,110 | New |