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 |
|---|---|---|---|---|---|
| CNB Bank | 538 | $40.9K | 0.02% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 534 | $40.6K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 534 | $40.0K | 0.01% | −2−0.4% | Reduced |
| Glass Jacobson Investment Advisors llc | 510 | $38.8K | 0.01% | −500−49.5% | Reduced |
| Bank of Jackson Hole Trust | 498 | $37.9K | 0.02% | 00.0% | Unchanged |
| Fairscale Capital, LLC | 492 | $37.4K | 0.03% | 00.0% | Unchanged |
| Carolina Wealth Advisors, LLC | 478 | $36.3K | 0.02% | 00.0% | Unchanged |
| Avion Wealth | 486 | $36.0K | 0.01% | 00.0% | Unchanged |
| Crewe Advisors LLC | 473 | $36.0K | 0.00% | −616−56.6% | Reduced |
| LRI Investments, LLC | 467 | $35.5K | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 464 | $35.3K | 0.00% | −2−0.4% | Reduced |
| Private Trust Co NA | 456 | $34.7K | 0.00% | +10+2.2% | Added |
| Alpine Bank Wealth Management | 429 | $32.6K | 0.00% | −38−8.1% | Reduced |
| Painted Porch Advisors LLC | 425 | $32.3K | 0.01% | 00.0% | Unchanged |
| WPG Advisers, LLC | 405 | $30.8K | 0.02% | +11+2.8% | Added |
| Clear Street Markets LLC | 396 | $30.1K | 0.01% | +242+157.1% | Added |
| Walleye Capital LLC | 391 | $29.7K | 0.00% | +391 | New |
| Roxbury Financial LLC | 389 | $29.5K | 0.03% | +4+1.0% | Added |
| CoreCap Advisors, LLC | 382 | $29.1K | 0.00% | −5−1.3% | Reduced |
| Atlantic Trust, LLC | 381 | $29.0K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 369 | $28.0K | 0.02% | −30−7.5% | Reduced |
| City Holding Co | 358 | $27.2K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 352 | $26.8K | 0.02% | 00.0% | Unchanged |
| Compass Financial Services Inc | 349 | $26.5K | 0.01% | +3+0.9% | Added |
| Bogart Wealth, LLC | 336 | $25.6K | 0.00% | +8+2.4% | Added |
| Pin Oak Investment Advisors Inc | 330 | $25.1K | 0.02% | 00.0% | Unchanged |
| FSA Wealth Management LLC | 330 | $25.1K | 0.01% | 00.0% | Unchanged |
| Smithfield Trust Co | 330 | $25.0K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 327 | $24.9K | 0.00% | +54+19.8% | Added |
| Red Tortoise LLC | 312 | $23.7K | 0.01% | 00.0% | Unchanged |
| WealthCollab, LLC | 304 | $23.1K | 0.01% | 00.0% | Unchanged |
| Valley National Advisers Inc | 304 | $23.0K | 0.00% | +3+1.0% | Added |
| Lavaca Capital LLC | 300 | $22.8K | 0.00% | 00.0% | Unchanged |
| Foster Dykema Cabot & Partners, LLC | 299 | $22.7K | 0.00% | 00.0% | Unchanged |
| Strategic Wealth Partners, Ltd. | 274 | $20.8K | 0.00% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 269 | $20.4K | 0.01% | 00.0% | Unchanged |
| Essential Partners LLC | 266 | $20.2K | 0.01% | +23+9.5% | Added |
| Private Wealth Management Group, LLC | 260 | $19.8K | 0.01% | 00.0% | Unchanged |
| Steigerwald, Gordon & Koch Inc. | 250 | $19.0K | 0.00% | +250 | New |
| Consultiva Wealth Management, Corp. | 250 | $19.0K | 0.05% | +250 | New |
| Acadian Asset Management LLC | 260 | $19.0K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 245 | $19.0K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 250 | $19.0K | 0.01% | 00.0% | Unchanged |
| South State Corp. | 249 | $18.9K | 0.00% | −17−6.4% | Reduced |
| Motco | 249 | $18.9K | 0.00% | +249 | New |
| Newbridge Financial Services Group, Inc. | 239 | $18.2K | 0.00% | 00.0% | Unchanged |
| Harel Insurance Investments & Financial Services Ltd. | 240 | $18.0K | 0.00% | +240 | New |
| Leonteq Securities AG | 231 | $17.6K | 0.00% | +230+23,000.0% | Added |
| Missouri Trust & Investment Co | 226 | $17.2K | 0.01% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 220 | $16.7K | 0.00% | 00.0% | Unchanged |
| Vermillion & White Wealth Management Group, LLC | 209 | $15.9K | 0.01% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 201 | $15.3K | 0.00% | +201 | New |
| Rossby Financial, LCC | 200 | $15.2K | 0.01% | 00.0% | Unchanged |
| Flagship Wealth Advisors, LLC | 200 | $15.2K | 0.01% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 198 | $15.1K | 0.00% | −10−4.8% | Reduced |
| Princeton Global Asset Management LLC | 195 | $14.8K | 0.00% | 00.0% | Unchanged |
| TCTC Holdings, LLC | 184 | $14.0K | 0.00% | 00.0% | Unchanged |
| Bank of New Hampshire | 179 | $13.6K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 178 | $13.5K | 0.01% | +2+1.1% | Added |
| GF Fund Management Co. Ltd. | 171 | $13.0K | 0.00% | 00.0% | Unchanged |
| CGC Financial Services, LLC | 164 | $12.5K | 0.00% | 00.0% | Unchanged |
| TruNorth Capital Management, LLC | 160 | $12.2K | 0.00% | +160 | New |
| Capital Analysts, LLC | 170 | $12.0K | 0.00% | +2+1.2% | Added |
| Koesten, Hirschmann & Crabtree, INC. | 151 | $11.5K | 0.01% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 147 | $11.2K | 0.00% | +58+65.2% | Added |
| Paladin Advisory Group, LLC | 145 | $11.0K | 0.01% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 149 | $11.0K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 140 | $10.6K | 0.00% | +140 | New |
| Caitong International Asset Management Co., Ltd | 136 | $10.3K | 0.01% | +136 | New |
| Texas Capital Bancshares Inc | 131 | $9.96K | 0.00% | +131 | New |
| North Star Investment Management Corp. | 130 | $9.88K | 0.00% | 00.0% | Unchanged |
| Binnacle Investments Inc | 125 | $9.50K | 0.01% | +108+635.3% | Added |
| Aspect Partners, LLC | 119 | $9.05K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 113 | $9.00K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 113 | $8.59K | 0.00% | −773−87.2% | Reduced |
| SJS Investment Consulting Inc. | 113 | $8.59K | 0.00% | +99+707.1% | Added |
| JFS Wealth Advisors, LLC | 111 | $8.44K | 0.00% | −6−5.1% | Reduced |
| Ritter Daniher Financial Advisory LLC | 109 | $8.29K | 0.00% | 00.0% | Unchanged |
| Gen-Wealth Partners Inc | 107 | $8.13K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 107 | $8.12K | 0.00% | +1+0.9% | Added |
| Global X Japan Co., Ltd. | 106 | $8.06K | 0.00% | −36−25.4% | Reduced |
| New England Capital Financial Advisors LLC | 100 | $7.60K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 93 | $7.07K | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 92 | $6.99K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 85 | $6.46K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 84 | $6.42K | 0.00% | +1+1.2% | Added |
| CBIZ Investment Advisory Services, LLC | 83 | $6.31K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 75 | $5.70K | 0.00% | +26+53.1% | Added |
| Park Place Capital Corp | 74 | $5.63K | 0.00% | 00.0% | Unchanged |
| Retirement Wealth Solutions LLC | 73 | $5.58K | 0.00% | +72+7,200.0% | Added |
| Armstrong Advisory Group, Inc | 67 | $5.09K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 65 | $4.94K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 65 | $4.94K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 60 | $4.56K | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 58 | $4.41K | 0.00% | +10+20.8% | Added |
| Salomon & Ludwin, LLC | 57 | $4.37K | 0.00% | +57 | New |
| Lowe Wealth Advisors, LLC | 55 | $4.18K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 54 | $4.11K | 0.00% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 58 | $4.00K | 0.00% | 00.0% | Unchanged |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 58 | $4.00K | 0.00% | +58 | New |