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.
| 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, Q4 2025
Shares, value and share of portfolio for each institution holding Evergy, Inc.; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Duff & Phelps Investment Management Co | 1,715,935 | $124.4M | 1.41% | −103,467−5.7% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 1,741,269 | $126.2M | 0.30% | −156,137−8.2% | Reduced |
| Goldman Sachs Group Inc | 1,772,266 | $128.5M | 0.02% | −98,364−5.3% | Reduced |
| Point72 Asset Management, L.P. | 1,826,964 | $132.4M | 0.21% | +1,826,964 | New |
| Truist Financial Corp | 1,847,410 | $133.9M | 0.18% | +408,452+28.4% | Added |
| First Trust Advisors LP | 1,897,624 | $137.6M | 0.10% | −81,129−4.1% | Reduced |
| Massachusetts Financial Services Co | 1,993,279 | $144.5M | 0.05% | −53,508−2.6% | Reduced |
| Cohen & Steers, Inc. | 2,122,228 | $153.8M | 0.28% | −190,056−8.2% | Reduced |
| Charles Schwab Investment Management Inc | 2,188,020 | $158.6M | 0.02% | +2,940+0.1% | Added |
| JPMorgan Chase & Co | 2,208,543 | $160.1M | 0.01% | −720,687−24.6% | Reduced |
| Magellan Asset Management Ltd | 2,409,310 | $174.7M | 2.12% | −35,071−1.4% | Reduced |
| Northern Trust Corp | 2,621,543 | $190.0M | 0.02% | −138,951−5.0% | Reduced |
| Bank of New York Mellon Corp | 2,656,692 | $192.6M | 0.03% | −512,255−16.2% | Reduced |
| Bluescape Energy Partners LLC | 2,657,473 | $192.6M | 50.25% | 00.0% | Unchanged |
| American Century Companies Inc | 2,879,977 | $208.8M | 0.10% | −250,677−8.0% | Reduced |
| Nuveen, LLC | 2,899,037 | $210.2M | 0.06% | −402,132−12.2% | Reduced |
| Federated Hermes, Inc. | 3,760,548 | $272.6M | 0.46% | +57,814+1.6% | Added |
| Morgan Stanley | 3,873,667 | $280.8M | 0.02% | −771,713−16.6% | Reduced |
| Franklin Resources Inc | 6,091,518 | $441.6M | 0.11% | +33,457+0.6% | Added |
| Geode Capital Management, LLC | 6,447,150 | $465.7M | 0.03% | +105,842+1.7% | Added |
| Invesco Ltd. | 7,514,679 | $544.7M | 0.05% | −474,661−5.9% | Reduced |
| FMR LLC | 9,452,950 | $685.2M | 0.03% | −498,345−5.0% | Reduced |
| State Street Corp | 16,610,151 | $1.20B | 0.04% | +140,070+0.9% | Added |
| BlackRock, Inc. | 22,865,085 | $1.66B | 0.03% | +1,008,900+4.6% | Added |
| Vanguard Group Inc | 30,206,309 | $2.19B | 0.03% | +70,231+0.2% | Added |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −218,184−100.0% | Sold out |
| Synergy Financial Management, LLC | 0 | $0 | 0.00% | −148,940−100.0% | Sold out |
| Harvest Portfolios Group Inc. | 0 | $0 | 0.00% | −125,569−100.0% | Sold out |
| Polymer Capital Management (US) LLC | 0 | $0 | 0.00% | −65,000−100.0% | Sold out |
| DRW Securities, LLC | 0 | $0 | 0.00% | −55,580−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −53,216−100.0% | Sold out |
| Jain Global LLC | 0 | $0 | 0.00% | −36,314−100.0% | Sold out |
| ING Groep NV | 0 | $0 | 0.00% | −29,754−100.0% | Sold out |
| Vennlight Capital Management, LP | 0 | $0 | 0.00% | −27,300−100.0% | Sold out |
| Mariner, LLC | 0 | $0 | 0.00% | −26,903−100.0% | Sold out |
| Hartree Partners, LP | 0 | $0 | 0.00% | −22,000−100.0% | Sold out |
| IMC-Chicago, LLC | 0 | $0 | 0.00% | −16,135−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −13,913−100.0% | Sold out |
| Mount Yale Investment Advisors, LLC | 0 | $0 | 0.00% | −8,494−100.0% | Sold out |
| CSS LLC | 0 | $0 | 0.00% | −7,720−100.0% | Sold out |
| Agf Management Ltd | 0 | $0 | 0.00% | −7,438−100.0% | Sold out |
| Associated Banc-Corp | 0 | $0 | 0.00% | −6,738−100.0% | Sold out |
| Summit Wealth Group LLC | 0 | $0 | 0.00% | −2,973−100.0% | Sold out |
| Sage Mountain Advisors LLC | 0 | $0 | 0.00% | −5,495−100.0% | Sold out |
| Brighton Jones LLC | 0 | $0 | 0.00% | −5,239−100.0% | Sold out |
| GTS Securities LLC | 0 | $0 | 0.00% | −4,937−100.0% | Sold out |
| NorthRock Partners, LLC | 0 | $0 | 0.00% | −4,885−100.0% | Sold out |
| Sound View Wealth Advisors Group, LLC | 0 | $0 | 0.00% | −4,342−100.0% | Sold out |
| Robertson Stephens Wealth Management, LLC | 0 | $0 | 0.00% | −3,812−100.0% | Sold out |
| Ci Investments Inc. | 0 | $0 | 0.00% | −3,690−100.0% | Sold out |
| Venturi Wealth Management, LLC | 0 | $0 | 0.00% | −3,673−100.0% | Sold out |
| Voleon Capital Management LP | 0 | $0 | 0.00% | −3,601−100.0% | Sold out |
| PAX Financial Group, LLC | 0 | $0 | 0.00% | −3,562−100.0% | Sold out |
| Optas, LLC | 0 | $0 | 0.00% | −3,359−100.0% | Sold out |
| Leavell Investment Management, Inc. | 0 | $0 | 0.00% | −3,228−100.0% | Sold out |
| OneAscent Financial Services LLC | 0 | $0 | 0.00% | −3,177−100.0% | Sold out |
| Nova R Wealth, Inc. | 0 | $0 | 0.00% | −3,161−100.0% | Sold out |
| King Luther Capital Management Corp | 0 | $0 | 0.00% | −3,032−100.0% | Sold out |
| Chicago Trust Co NA | 0 | $0 | 0.00% | −2,836−100.0% | Sold out |
| Northstar Advisory Group, LLC | 0 | $0 | 0.00% | −2,742−100.0% | Sold out |
| Requisite Capital Management, LLC | 0 | $0 | 0.00% | −2,741−100.0% | Sold out |
| Catalytic Wealth RIA, LLC | 0 | $0 | 0.00% | −2,734−100.0% | Sold out |
| W.G. Shaheen & Associates DBA Whitney & Co | 0 | $0 | 0.00% | −2,696−100.0% | Sold out |
| First National Bank Sioux Falls | 0 | $0 | 0.00% | −2,691−100.0% | Sold out |
| Ausdal Financial Partners, Inc. | 0 | $0 | 0.00% | −2,682−100.0% | Sold out |
| Capital Investment Advisors, LLC | 0 | $0 | 0.00% | −2,676−100.0% | Sold out |
| Virtus Investment Advisers, Inc. | 0 | $0 | 0.00% | −2,391−100.0% | Sold out |
| Ossiam | 0 | $0 | 0.00% | −1,670−100.0% | Sold out |
| GPS Wealth Strategies Group, LLC | 0 | $0 | 0.00% | −1,558−100.0% | Sold out |
| Toth Financial Advisory Corp | 0 | $0 | 0.00% | −800−100.0% | Sold out |
| Tortoise Investment Management, LLC | 0 | $0 | 0.00% | −630−100.0% | Sold out |
| Alpine Bank Wealth Management | 0 | $0 | 0.00% | −429−100.0% | Sold out |
| Painted Porch Advisors LLC | 0 | $0 | 0.00% | −425−100.0% | Sold out |
| Foster Dykema Cabot & Partners, LLC | 0 | $0 | 0.00% | −299−100.0% | Sold out |
| GF Fund Management Co. Ltd. | 0 | $0 | 0.00% | −171−100.0% | Sold out |
| TruNorth Capital Management, LLC | 0 | $0 | 0.00% | −160−100.0% | Sold out |
| Koesten, Hirschmann & Crabtree, INC. | 0 | $0 | 0.00% | −151−100.0% | Sold out |
| Sofos Investments, Inc. | 0 | $0 | 0.00% | −50−100.0% | Sold out |
| JPL Wealth Management, LLC | 0 | $0 | 0.00% | −35−100.0% | Sold out |
| Cloud Capital Management, LLC | 0 | $0 | 0.00% | −28−100.0% | Sold out |
| Heartwood Wealth Advisors LLC | 0 | $0 | 0.00% | −23−100.0% | Sold out |
| Proffitt & Goodson Inc | 0 | $0 | 0.00% | −11−100.0% | Sold out |
| Rise Advisors, LLC | 0 | $0 | 0.00% | −10−100.0% | Sold out |
| Activest Wealth Management | 0 | $0 | 0.00% | −10−100.0% | Sold out |
| Salem Investment Counselors Inc | 0 | $0 | 0.00% | −6−100.0% | Sold out |
| Strengthening Families & Communities, LLC | 0 | $0 | 0.00% | −5−100.0% | Sold out |
| First Pacific Financial | 0 | $0 | 0.00% | −3−100.0% | Sold out |
| Imprint Wealth LLC | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| Sonora Investment Management Group, LLC | – | – | – | – | Not filed |
| CIBC Bancorp USA Inc. | – | – | – | – | Not filed |
| Aware Super Pty Ltd as trustee of Aware Super | – | – | – | – | Not filed |
| Glenmede Investment Management, LP | – | – | – | – | Not filed |
| Lion Street Advisors, LLC | – | – | – | – | Not filed |
| Synovus Financial Corp | – | – | – | – | Not filed |
| Apexium Financial, LP | – | – | – | – | Not filed |
| LexAurum Advisors, LLC | – | – | – | – | Not filed |
| Gries Financial LLC | – | – | – | – | Not filed |
| Country Club Bank | – | – | – | – | Not filed |
| Amica Retiree Medical Trust | – | – | – | – | Not filed |
| Hemington Wealth Management | – | – | – | – | Not filed |