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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, Q4 2025

Institutional positions in Evergy, Inc. as of Dec 31, 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
925
+88 vs. Q3 2025
Shares held
212.7M
−1.66M (−0.8%) vs. Q3 2025
Total value
$15.4B
−$873.9M (−5.4%) vs. Q3 2025
New holders
151
321 more added
Sold out
63
289 more reduced

17 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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.

Institutional holdersQ4 2025: 925 institutions
Q1 2021: 586 institutionsQ2 2021: 581 institutionsQ3 2021: 593 institutionsQ4 2021: 633 institutionsQ1 2022: 641 institutionsQ2 2022: 640 institutionsQ3 2022: 651 institutionsQ4 2022: 686 institutionsQ1 2023: 654 institutionsQ2 2023: 664 institutionsQ3 2023: 663 institutionsQ4 2023: 706 institutionsQ1 2024: 693 institutionsQ2 2024: 702 institutionsQ3 2024: 722 institutionsQ4 2024: 776 institutionsQ1 2025: 821 institutionsQ2 2025: 821 institutionsQ3 2025: 854 institutionsQ4 2025: 925 institutionsQ1 2026: 924 institutionsQ2 2026: 948 institutions
Value heldQ4 2025: $15.4B
Q1 2021: $11.3BQ2 2021: $11.9BQ3 2021: $12.3BQ4 2021: $13.7BQ1 2022: $13.0BQ2 2022: $12.5BQ3 2022: $11.4BQ4 2022: $12.0BQ1 2023: $11.8BQ2 2023: $11.1BQ3 2023: $9.73BQ4 2023: $10.5BQ1 2024: $10.4BQ2 2024: $10.4BQ3 2024: $12.3BQ4 2024: $12.5BQ1 2025: $13.9BQ2 2025: $14.3BQ3 2025: $16.3BQ4 2025: $15.4BQ1 2026: $17.6BQ2 2026: $18.8B
Institutions holding EVRG and their total value by quarter
QuarterHoldersValue
Q2 2026948$18.8B
Q1 2026924$17.6B
Q4 2025925$15.4B
Q3 2025854$16.3B
Q2 2025821$14.3B
Q1 2025821$13.9B
Q4 2024776$12.5B
Q3 2024722$12.3B
Q2 2024702$10.4B
Q1 2024693$10.4B
Q4 2023706$10.5B
Q3 2023663$9.73B
Q2 2023664$11.1B
Q1 2023654$11.8B
Q4 2022686$12.0B
Q3 2022651$11.4B
Q2 2022640$12.5B
Q1 2022641$13.0B
Q4 2021633$13.7B
Q3 2021593$12.3B
Q2 2021581$11.9B
Q1 2021586$11.3B

Institutions, Q4 2025

Shares, value and share of portfolio for each institution holding Evergy, Inc.; share changes are against Q3 2025.

Institutions holding EVRG in Q4 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Winthrop Capital Management, LLC5$00.00%00.0%Unchanged
Abound Wealth Management0$310.00%0Unchanged
Loomis Sayles & Co L P1$450.00%00.0%Unchanged
Murphy & Mullick Capital Management Corp1$720.00%+1New
American Capital Advisory, LLC1$730.00%00.0%Unchanged
Quaker Wealth Management, LLC1$730.00%+1New
High Note Wealth, LLC2$1450.00%00.0%Unchanged
Arcadia Investment Management Corp2$1450.00%+2New
Principia Wealth Advisory, LLC3$2170.00%+3New
West Branch Capital LLC4$2900.00%00.0%Unchanged
Creative Financial Designs Inc5$3620.00%00.0%Unchanged
NorthAvenue LLC6$4350.00%+6New
E Fund Management (Hong Kong) Co., Ltd.6$4560.00%00.0%Unchanged
Nemes Rush Group LLC7$5070.00%−23−76.7%Reduced
Sunrise Financial Services, LLC7$5070.00%+7New
Bullock Wealth Management Group7$5090.00%00.0%Unchanged
Winnow Wealth LLC7$5110.00%00.0%Unchanged
1015 Capital Partners, LLC9$6520.00%+9New
HFM Investment Advisors, LLC9$6530.00%00.0%Unchanged
WestEnd Advisors, LLC10$7250.00%00.0%Unchanged
Orion Capital Management LLC10$7250.00%00.0%Unchanged
NVWM, LLC10$7250.00%+10New
DV Trading LLC11$7970.00%+11New
S&T Bank12$8700.00%00.0%Unchanged
Caitlin John, LLC13$9410.00%00.0%Unchanged
Highline Wealth Partners LLC13$9420.00%00.0%Unchanged
Stephens Consulting, LLC13$9430.00%+13New
Ogorek Anthony Joseph27$1.00K0.00%−31−53.4%Reduced
Clark Wealth Partners14$1.01K0.00%00.0%Unchanged
Rialto Wealth Management, LLC16$1.16K0.00%+4+33.3%Added
Osbon Capital Management LLC17$1.23K0.00%+17New
Benson Wealth Management INC17$1.23K0.00%+17New
Signature Resources Capital Management, LLC19$1.38K0.00%+19New
Sachetta, LLC19$1.38K0.00%00.0%Unchanged
Brown, Lisle/Cummings, Inc.21$1.52K0.00%00.0%Unchanged
Wealth Watch Advisors, INC21$1.52K0.00%00.0%Unchanged
DiNuzzo Private Wealth, Inc.21$1.52K0.00%00.0%Unchanged
Bay Harbor Wealth Management, LLC22$1.59K0.00%+8+57.1%Added
Leonteq Securities AG22$1.59K0.00%−209−90.5%Reduced
Ankerstar Wealth, LLC24$1.74K0.00%+24New
Sankala Group LLC22$1.84K0.00%+22New
Kilter Group LLC26$1.89K0.00%00.0%Unchanged
Aviso Financial Inc.27$1.96K0.00%00.0%Unchanged
Bullseye Investment Management, LLC29$2.10K0.00%+29New
First Horizon Corp31$2.25K0.00%+15+93.8%Added
Rakuten Securities, Inc.31$2.25K0.00%+30+3,000.0%Added
TFC Financial Management33$2.39K0.00%00.0%Unchanged
Retirement Wealth Solutions LLC33$2.40K0.00%−40−54.8%Reduced
Bartlett & Co. Wealth Management LLC36$2.61K0.00%00.0%Unchanged
Boreal Capital Management LLC0$2.68K0.00%−37−100.0%Reduced
Commonwealth Retirement Investments LLC37$2.68K0.00%+37New
Thompson Investment Management, Inc.38$2.75K0.00%00.0%Unchanged
Clayton Financial Group LLC39$2.83K0.00%+39New
Pittenger & Anderson Inc40$2.90K0.00%+40New
Olistico Wealth, LLC41$2.97K0.00%+41New
ZRC Wealth Management, LLC42$3.04K0.00%+37+740.0%Added
Crewe Advisors LLC43$3.12K0.00%−430−90.9%Reduced
Basepoint Wealth LLC43$3.12K0.00%+43New
Cornerstone Planning Group LLC41$3.15K0.00%+13+46.4%Added
Colonial Trust Co45$3.26K0.00%00.0%Unchanged
Cornerstone Financial Management LLC45$3.26K0.00%+45New
Greenline Wealth Management LLC45$3.30K0.00%+45New
Country Trust Bank46$3.33K0.00%00.0%Unchanged
Financial Consulate, Inc48$3.48K0.00%00.0%Unchanged
Millstone Evans Group, LLC48$3.48K0.00%00.0%Unchanged
Howard Hughes Medical Institute49$3.55K0.00%00.0%Unchanged
J.Safra Asset Management Corp50$3.63K0.00%00.0%Unchanged
Signature Equity Partners, LLC55$3.99K0.00%+55New
Salomon & Ludwin, LLC57$4.12K0.00%00.0%Unchanged
Insight Financial Services57$4.13K0.00%+57New
Kayne Anderson Rudnick Investment Management LLC58$4.23K0.00%+4+7.4%Added
GHP Investment Advisors, Inc.60$4.35K0.00%00.0%Unchanged
Park Place Capital Corp64$4.64K0.00%−10−13.5%Reduced
South State Corp.64$4.64K0.00%−185−74.3%Reduced
Prestige Wealth Management Group LLC65$4.71K0.00%−20−23.5%Reduced
Financial Management Professionals, Inc.65$4.71K0.00%00.0%Unchanged
Godsey & Gibb Associates65$4.71K0.00%+65New
Armstrong Advisory Group, Inc67$4.86K0.00%00.0%Unchanged
POM Investment Strategies, LLC72$5.22K0.00%+72New
JNBA Financial Advisors73$5.29K0.00%−254−77.7%Reduced
ORG Partners LLC80$5.79K0.00%+22+37.9%Added
Elevated Capital Advisors, LLC80$5.80K0.00%+80New
CBIZ Investment Advisory Services, LLC83$6.02K0.00%00.0%Unchanged
Bellevue Asset Management, LLC85$6.18K0.00%+1+1.2%Added
Torren Management, LLC88$6.41K0.00%+88New
Annis Gardner Whiting Capital Advisors, LLC92$6.67K0.00%00.0%Unchanged
REAP Financial Group, LLC94$6.81K0.00%+94New
Fortitude Family Office, LLC95$6.89K0.00%+2+2.2%Added
CGC Financial Services, LLC98$7.10K0.00%−66−40.2%Reduced
Advantage Trust Co100$7.25K0.00%−5,250−98.1%Reduced
New England Capital Financial Advisors LLC100$7.25K0.00%00.0%Unchanged
Ares Financial Consulting, LLC100$7.25K0.01%+100New
MCF Advisors LLC103$7.47K0.00%+103New
Gen-Wealth Partners Inc107$7.76K0.00%00.0%Unchanged
Flagship Harbor Advisors, LLC107$7.77K0.00%+107New
Ritter Daniher Financial Advisory LLC109$7.90K0.00%00.0%Unchanged
TSFG, LLC113$8.00K0.00%00.0%Unchanged
McGuire Capital Advisors Inc111$8.06K0.01%+111New
Dunhill Financial, LLC112$8.13K0.00%+5+4.7%Added
SJS Investment Consulting Inc.113$8.19K0.00%00.0%Unchanged