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 |
|---|---|---|---|---|---|
| Sagespring Wealth Partners, LLC | 3,107 | $236.2K | 0.00% | +3,107 | New |
| KCM Investment Advisors LLC | 3,105 | $236.0K | 0.01% | −165−5.0% | Reduced |
| Wealth Alliance Advisory Group, LLC | 3,095 | $235.3K | 0.04% | +10+0.3% | Added |
| Bedel Financial Consulting, Inc. | 3,076 | $233.9K | 0.03% | +30+1.0% | Added |
| Clearwater Capital Advisors, LLC | 3,074 | $233.7K | 0.02% | 00.0% | Unchanged |
| Canada Post Corp Registered Pension Plan | 3,105 | $233.1K | 0.01% | 00.0% | Unchanged |
| Barnes Wealth Management Group, Inc | 3,061 | $232.7K | 0.13% | +56+1.9% | Added |
| King Luther Capital Management Corp | 3,032 | $230.5K | 0.00% | −28−0.9% | Reduced |
| Brown Advisory Inc | 3,020 | $229.6K | 0.00% | +21+0.7% | Added |
| Steward Partners Investment Advisory, LLC | 3,013 | $229.0K | 0.00% | −19−0.6% | Reduced |
| Washington Trust Bank | 3,000 | $228.1K | 0.02% | +3,000 | New |
| Burton Enright Welch | 2,950 | $224.3K | 0.03% | +38+1.3% | Added |
| CFS Investment Advisory Services, LLC | 2,866 | $223.4K | 0.02% | +2,866 | New |
| Larson Financial Group LLC | 2,894 | $220.0K | 0.01% | +280+10.7% | Added |
| Smartleaf Asset Management LLC | 2,885 | $216.5K | 0.01% | +1,353+88.3% | Added |
| Chicago Trust Co NA | 2,836 | $215.6K | 0.03% | +2,836 | New |
| Riggs Asset Managment Co. Inc. | 2,800 | $212.9K | 0.05% | 00.0% | Unchanged |
| Westover Capital Advisors, LLC | 2,800 | $212.9K | 0.04% | +2,800 | New |
| Capital Performance Advisors LLP | 2,792 | $212.2K | 0.03% | +2,792 | New |
| Northstar Advisory Group, LLC | 2,742 | $208.4K | 0.09% | +2,742 | New |
| Requisite Capital Management, LLC | 2,741 | $208.4K | 0.03% | +2,741 | New |
| Catalytic Wealth RIA, LLC | 2,734 | $207.8K | 0.01% | +2,734 | New |
| Country Club Bank | 2,744 | $206.0K | 0.01% | +2,744 | New |
| W.G. Shaheen & Associates DBA Whitney & Co | 2,696 | $204.9K | 0.02% | +2,696 | New |
| First National Bank Sioux Falls | 2,691 | $204.6K | 0.06% | +2,691 | New |
| Ausdal Financial Partners, Inc. | 2,682 | $203.9K | 0.01% | +2,682 | New |
| Capital Investment Advisors, LLC | 2,676 | $203.4K | 0.00% | +2,676 | New |
| Global Retirement Partners, LLC | 2,569 | $195.3K | 0.00% | −51−1.9% | Reduced |
| Geneos Wealth Management Inc. | 2,560 | $194.6K | 0.00% | −1,690−39.8% | Reduced |
| CX Institutional | 2,520 | $192.0K | 0.01% | +184+7.9% | Added |
| Virtus Investment Advisers, Inc. | 2,391 | $181.8K | 0.05% | −162−6.3% | Reduced |
| EverSource Wealth Advisors, LLC | 2,339 | $177.8K | 0.01% | +474+25.4% | Added |
| Versant Capital Management, Inc | 2,305 | $175.2K | 0.02% | +105+4.8% | Added |
| Ameritas Investment Partners, Inc. | 2,172 | $165.1K | 0.01% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 2,074 | $157.7K | 0.02% | 00.0% | Unchanged |
| Trust Co of Vermont | 1,870 | $142.2K | 0.01% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 1,800 | $136.8K | 0.03% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 1,762 | $134.0K | 0.01% | −2,772−61.1% | Reduced |
| Ossiam | 1,670 | $127.0K | 0.00% | −90,748−98.2% | Reduced |
| Quadrant Capital Group LLC | 1,634 | $124.2K | 0.00% | +1,634 | New |
| Y.D. More Investments Ltd | 1,628 | $123.8K | 0.01% | −589−26.6% | Reduced |
| Addison Advisors LLC | 1,573 | $119.6K | 0.03% | +42+2.7% | Added |
| GPS Wealth Strategies Group, LLC | 1,558 | $118.4K | 0.01% | −119−7.1% | Reduced |
| Bayforest Capital Ltd | 1,545 | $117.5K | 0.06% | −605−28.1% | Reduced |
| Harbour Investments, Inc. | 1,537 | $116.9K | 0.00% | +144+10.3% | Added |
| Creative Capital Management Investments LLC | 1,501 | $114.1K | 0.04% | 00.0% | Unchanged |
| Ostrum Asset Management | 1,479 | $112.4K | 0.01% | −46−3.0% | Reduced |
| Siemens Fonds Invest GmbH | 1,411 | $107.3K | 0.01% | −27−1.9% | Reduced |
| Westside Investment Management, Inc. | 1,384 | $105.3K | 0.02% | +105+8.2% | Added |
| Atwood & Palmer Inc | 1,268 | $96.4K | 0.01% | −239−15.9% | Reduced |
| Hilltop National Bank | 1,267 | $96.3K | 0.02% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 1,256 | $95.5K | 0.00% | −89−6.6% | Reduced |
| Spire Wealth Management | 1,246 | $94.7K | 0.00% | +337+37.1% | Added |
| First Command Advisory Services, Inc. | 1,225 | $93.1K | 0.00% | +173+16.4% | Added |
| Rogco, LP | 1,120 | $85.1K | 0.03% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 1,023 | $77.8K | 0.01% | +5+0.5% | Added |
| First Financial Corp | 1,000 | $76.0K | 0.03% | 00.0% | Unchanged |
| Montag A & Associates Inc | 1,000 | $76.0K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 1,000 | $76.0K | 0.00% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 1,000 | $76.0K | 0.01% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 1,000 | $76.0K | 0.02% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 979 | $74.4K | 0.03% | +147+17.7% | Added |
| Mowery & Schoenfeld Wealth Management, LLC | 976 | $74.2K | 0.13% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 956 | $72.7K | 0.03% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 943 | $72.0K | 0.00% | +94+11.1% | Added |
| Truvestments Capital LLC | 946 | $71.9K | 0.01% | +54+6.1% | Added |
| MAI Capital Management | 927 | $70.5K | 0.00% | +127+15.9% | Added |
| Amica Retiree Medical Trust | 922 | $70.0K | 0.10% | −103−10.0% | Reduced |
| Parkside Financial Bank & Trust | 911 | $69.3K | 0.01% | −37−3.9% | Reduced |
| CVA Family Office, LLC | 875 | $66.5K | 0.01% | +62+7.6% | Added |
| Hughes Financial Services, LLC | 842 | $64.5K | 0.01% | 00.0% | Unchanged |
| BFSG, LLC | 817 | $62.1K | 0.01% | +152+22.9% | Added |
| City State Bank | 808 | $61.4K | 0.02% | 00.0% | Unchanged |
| Rothschild Investment LLC | 804 | $61.1K | 0.00% | +57+7.6% | Added |
| Toth Financial Advisory Corp | 800 | $60.8K | 0.01% | −200−20.0% | Reduced |
| Rocky Mountain Advisers, LLC | 797 | $60.6K | 0.02% | 00.0% | Unchanged |
| Whittier Trust Co | 781 | $59.8K | 0.00% | 00.0% | Unchanged |
| Centennial Bank | 777 | $59.1K | 0.02% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 772 | $58.7K | 0.03% | 00.0% | Unchanged |
| Manning & Napier Advisors LLC | 748 | $56.9K | 0.00% | +748 | New |
| MV Capital Management, Inc. | 713 | $54.2K | 0.01% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 695 | $52.8K | 0.00% | +7+1.0% | Added |
| Pinnacle Bancorp, Inc. | 693 | $52.7K | 0.02% | −47−6.4% | Reduced |
| Heritage Wealth Advisors | 658 | $50.0K | 0.00% | 00.0% | Unchanged |
| Ameriflex Group, Inc. | 644 | $49.0K | 0.02% | +324+101.3% | Added |
| Quarry LP | 635 | $48.3K | 0.01% | +587+1,222.9% | Added |
| Deseret Mutual Benefit Administrators | 633 | $48.1K | 0.02% | −17−2.6% | Reduced |
| Tortoise Investment Management, LLC | 630 | $47.9K | 0.00% | −46−6.8% | Reduced |
| Onefund, LLC | 627 | $47.7K | 0.03% | +20+3.3% | Added |
| Delta Asset Management LLC | 605 | $46.0K | 0.00% | 00.0% | Unchanged |
| Mechanics Financial Corp | 605 | $46.0K | 0.02% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 600 | $45.6K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 598 | $45.6K | 0.01% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 598 | $45.5K | 0.01% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 577 | $44.2K | 0.00% | −283−32.9% | Reduced |
| Root Financial Partners, LLC | 576 | $43.8K | 0.00% | +576 | New |
| Independence Bank of Kentucky | 556 | $42.3K | 0.01% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 553 | $42.0K | 0.00% | +57+11.5% | Added |
| True Wealth Design, LLC | 548 | $41.7K | 0.01% | +68+14.2% | Added |
| Sentry Investment Management LLC | 525 | $41.0K | 0.03% | +525 | New |