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 |
|---|---|---|---|---|---|
| AdvisorNet Financial, Inc | 117 | $8.48K | 0.00% | +42+56.0% | Added |
| Purpose Unlimited Inc. | 118 | $8.55K | 0.00% | +118 | New |
| Aspect Partners, LLC | 119 | $8.63K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 126 | $9.13K | 0.00% | −14−10.0% | Reduced |
| Asset Dedication, LLC | 132 | $9.57K | 0.00% | +19+16.8% | Added |
| Global X Japan Co., Ltd. | 136 | $9.86K | 0.00% | +30+28.3% | Added |
| Paladin Advisory Group, LLC | 145 | $10.5K | 0.01% | 00.0% | Unchanged |
| Hollencrest Capital Management | 146 | $10.6K | 0.00% | +81+124.6% | Added |
| North Star Investment Management Corp. | 150 | $10.9K | 0.00% | +20+15.4% | Added |
| Capital Advisors, Ltd. LLC | 149 | $11.0K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 153 | $11.1K | 0.00% | −25−14.0% | Reduced |
| UMA Financial Services, Inc. | 154 | $11.2K | 0.00% | +7+4.8% | Added |
| JFS Wealth Advisors, LLC | 154 | $11.2K | 0.00% | +43+38.7% | Added |
| Manchester Capital Management LLC | 160 | $11.6K | 0.00% | +133+492.6% | Added |
| Capital Analysts, LLC | 170 | $12.0K | 0.00% | 00.0% | Unchanged |
| Bank of New Hampshire | 179 | $13.0K | 0.00% | 00.0% | Unchanged |
| TCTC Holdings, LLC | 184 | $13.3K | 0.00% | 00.0% | Unchanged |
| Garton & Associates Financial Advisors LLC | 186 | $13.5K | 0.01% | +186 | New |
| Cape Investment Advisory, Inc. | 191 | $13.8K | 0.00% | +147+334.1% | Added |
| Princeton Global Asset Management LLC | 195 | $14.1K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 198 | $14.4K | 0.00% | 00.0% | Unchanged |
| Flagship Wealth Advisors, LLC | 200 | $14.5K | 0.00% | 00.0% | Unchanged |
| Vermillion & White Wealth Management Group, LLC | 209 | $15.2K | 0.01% | 00.0% | Unchanged |
| Rossby Financial, LCC | 214 | $15.5K | 0.00% | +14+7.0% | Added |
| Evermay Wealth Management LLC | 220 | $15.9K | 0.00% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 226 | $16.4K | 0.00% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 260 | $18.0K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 250 | $18.0K | 0.01% | 00.0% | Unchanged |
| Harel Insurance Investments & Financial Services Ltd. | 252 | $18.0K | 0.00% | +12+5.0% | Added |
| Motco | 249 | $18.1K | 0.00% | 00.0% | Unchanged |
| Consultiva Wealth Management, Corp. | 250 | $18.1K | 0.05% | 00.0% | Unchanged |
| Steigerwald, Gordon & Koch Inc. | 250 | $18.1K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 260 | $18.8K | 0.01% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 262 | $19.0K | 0.00% | +17+6.9% | Added |
| Essential Partners LLC | 266 | $19.3K | 0.01% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 269 | $19.5K | 0.01% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 299 | $21.7K | 0.01% | +299 | New |
| Lavaca Capital LLC | 300 | $21.7K | 0.00% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 300 | $21.7K | 0.00% | +300 | New |
| Valley National Advisers Inc | 304 | $22.0K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 304 | $22.0K | 0.01% | 00.0% | Unchanged |
| Bayban | 310 | $22.5K | 0.02% | +310 | New |
| Red Tortoise LLC | 312 | $22.6K | 0.01% | 00.0% | Unchanged |
| DV Equities, LLC | 321 | $23.3K | 0.00% | +321 | New |
| Ameriflex Group, Inc. | 322 | $23.3K | 0.01% | −322−50.0% | Reduced |
| SHP Wealth Management | 324 | $23.5K | 0.00% | +324 | New |
| CNB Bank | 324 | $23.5K | 0.01% | −214−39.8% | Reduced |
| Covestor Ltd | 323 | $24.0K | 0.01% | −46−12.5% | Reduced |
| Bogart Wealth, LLC | 339 | $24.6K | 0.00% | +3+0.9% | Added |
| Clear Street Markets LLC | 341 | $24.7K | 0.00% | −55−13.9% | Reduced |
| Pin Oak Investment Advisors Inc | 330 | $25.0K | 0.02% | 00.0% | Unchanged |
| Smithfield Trust Co | 345 | $25.0K | 0.00% | +15+4.5% | Added |
| MidFirst Bank | 350 | $25.4K | 0.00% | +350 | New |
| Bruce G. Allen Investments, LLC | 352 | $25.5K | 0.02% | 00.0% | Unchanged |
| Compass Financial Services Inc | 353 | $25.6K | 0.01% | +4+1.1% | Added |
| City Holding Co | 358 | $26.0K | 0.00% | 00.0% | Unchanged |
| Harbor Capital Advisors, Inc. | 366 | $27.0K | 0.00% | +366 | New |
| Manning & Napier Advisors LLC | 377 | $27.3K | 0.00% | −371−49.6% | Reduced |
| Atlantic Trust, LLC | 381 | $27.6K | 0.00% | 00.0% | Unchanged |
| Roxbury Financial LLC | 392 | $28.4K | 0.03% | +3+0.8% | Added |
| WPG Advisers, LLC | 403 | $29.2K | 0.02% | −2−0.5% | Reduced |
| Bravera Wealth | 414 | $30.0K | 0.02% | +414 | New |
| Prosperity Bancshares Inc | 443 | $32.1K | 0.03% | +443 | New |
| SBI Securities Co., Ltd. | 449 | $32.5K | 0.00% | −15−3.2% | Reduced |
| Elequin Capital LP | 456 | $33.1K | 0.00% | +456 | New |
| Ancora Advisors, LLC | 461 | $33.4K | 0.00% | +461 | New |
| Basecamp Wealth Advisors LLC | 464 | $33.6K | 0.01% | +464 | New |
| LRI Investments, LLC | 467 | $33.9K | 0.00% | 00.0% | Unchanged |
| Carolina Wealth Advisors, LLC | 478 | $34.6K | 0.02% | 00.0% | Unchanged |
| Private Trust Co NA | 482 | $34.9K | 0.00% | +26+5.7% | Added |
| Avion Wealth | 485 | $35.0K | 0.01% | −1−0.2% | Reduced |
| Fairscale Capital, LLC | 492 | $35.7K | 0.02% | 00.0% | Unchanged |
| Triumph Capital Management | 508 | $36.8K | 0.01% | +508 | New |
| Glass Jacobson Investment Advisors llc | 510 | $37.0K | 0.01% | 00.0% | Unchanged |
| Sentry Investment Management LLC | 525 | $38.0K | 0.02% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 529 | $38.4K | 0.00% | +328+163.2% | Added |
| Moisand Fitzgerald Tamayo, LLC | 534 | $38.7K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 546 | $39.6K | 0.01% | −2−0.4% | Reduced |
| Deseret Mutual Benefit Administrators | 548 | $39.7K | 0.02% | −85−13.4% | Reduced |
| IMA Wealth, Inc. | 553 | $40.1K | 0.00% | −447−44.7% | Reduced |
| Independence Bank of Kentucky | 556 | $40.3K | 0.01% | 00.0% | Unchanged |
| Tower Trust & Investment Co | 579 | $42.0K | 0.03% | +579 | New |
| Whittier Trust Co of Nevada Inc | 577 | $42.2K | 0.00% | 00.0% | Unchanged |
| Elyxium Wealth, LLC | 596 | $43.2K | 0.01% | +596 | New |
| DT Investment Partners, LLC | 600 | $43.5K | 0.00% | 00.0% | Unchanged |
| Delta Asset Management LLC | 605 | $43.9K | 0.00% | 00.0% | Unchanged |
| Mechanics Financial Corp | 605 | $43.9K | 0.02% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 613 | $44.4K | 0.00% | +231+60.5% | Added |
| Pacific Center for Financial Services | 598 | $45.5K | 0.01% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 631 | $45.7K | 0.00% | +55+9.5% | Added |
| Heritage Wealth Advisors | 658 | $47.7K | 0.00% | 00.0% | Unchanged |
| Onefund, LLC | 667 | $48.4K | 0.03% | +40+6.4% | Added |
| Fideuram Asset Management (Ireland) dac | 751 | $48.8K | 0.00% | +751 | New |
| Bank of Jackson Hole Trust | 677 | $49.1K | 0.02% | +179+35.9% | Added |
| Zions Bancorporation, National Association | 695 | $50.4K | 0.00% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 700 | $50.7K | 0.01% | +700 | New |
| Pinnacle Bancorp, Inc. | 711 | $51.5K | 0.02% | +18+2.6% | Added |
| Key Financial Inc | 714 | $51.8K | 0.01% | +116+19.4% | Added |
| MV Capital Management, Inc. | 715 | $51.8K | 0.00% | +2+0.3% | Added |
| Camelot Portfolios, LLC | 767 | $55.6K | 0.03% | +767 | New |