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 |
|---|---|---|---|---|---|
| Cromwell Holdings LLC | 772 | $56.0K | 0.03% | 00.0% | Unchanged |
| Centennial Bank | 777 | $56.3K | 0.02% | 00.0% | Unchanged |
| Whittier Trust Co | 781 | $57.1K | 0.00% | 00.0% | Unchanged |
| City State Bank | 808 | $58.6K | 0.02% | 00.0% | Unchanged |
| CVA Family Office, LLC | 825 | $59.8K | 0.01% | −50−5.7% | Reduced |
| Hughes Financial Services, LLC | 844 | $61.2K | 0.01% | +2+0.2% | Added |
| Clearstead Advisors, LLC | 861 | $62.4K | 0.00% | +308+55.7% | Added |
| Beaird Harris Wealth Management, LLC | 872 | $63.2K | 0.00% | −151−14.8% | Reduced |
| Rothschild Investment LLC | 877 | $63.5K | 0.00% | +73+9.1% | Added |
| Strategic Wealth Partners, Ltd. | 877 | $63.6K | 0.00% | +603+220.1% | Added |
| BFSG, LLC | 938 | $68.0K | 0.01% | +121+14.8% | Added |
| Parkside Financial Bank & Trust | 939 | $68.1K | 0.01% | +28+3.1% | Added |
| Duncker Streett & Co Inc | 949 | $68.8K | 0.01% | +949 | New |
| Truvestments Capital LLC | 950 | $68.9K | 0.01% | +4+0.4% | Added |
| Caldwell Sutter Capital, Inc. | 956 | $69.3K | 0.03% | 00.0% | Unchanged |
| Optiver Holding B.V. | 967 | $70.1K | 0.00% | +967 | New |
| First Financial Corp | 1,000 | $72.5K | 0.03% | 00.0% | Unchanged |
| Montag A & Associates Inc | 1,000 | $72.5K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 1,000 | $72.5K | 0.00% | 00.0% | Unchanged |
| Mowery & Schoenfeld Wealth Management, LLC | 1,012 | $73.4K | 0.11% | +36+3.7% | Added |
| Walleye Capital LLC | 1,091 | $79.1K | 0.00% | +700+179.0% | Added |
| Ostrum Asset Management | 1,110 | $80.5K | 0.00% | −369−24.9% | Reduced |
| Rogco, LP | 1,120 | $81.2K | 0.03% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 1,138 | $83.0K | 0.00% | +195+20.7% | Added |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 1,150 | $83.4K | 0.02% | +150+15.0% | Added |
| Cary Street Partner Investment Advisory LLC | 1,163 | $84.3K | 0.02% | +184+18.8% | Added |
| Key Capital Management, INC | 1,180 | $85.5K | 0.08% | +1,180 | New |
| Rocky Mountain Advisers, LLC | 1,189 | $86.2K | 0.02% | +392+49.2% | Added |
| Friedenthal Financial | 1,194 | $86.6K | 0.04% | +1,194 | New |
| First Command Advisory Services, Inc. | 1,225 | $88.8K | 0.00% | 00.0% | Unchanged |
| Y.D. More Investments Ltd | 1,234 | $89.5K | 0.00% | −394−24.2% | Reduced |
| Spire Wealth Management | 1,240 | $89.9K | 0.00% | −6−0.5% | Reduced |
| Hilltop National Bank | 1,267 | $91.8K | 0.02% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 1,268 | $91.9K | 0.01% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 1,384 | $100.4K | 0.02% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 1,418 | $102.8K | 0.00% | +162+12.9% | Added |
| Siemens Fonds Invest GmbH | 1,411 | $103.3K | 0.01% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 1,463 | $106.1K | 0.00% | −74−4.8% | Reduced |
| Avanza Fonder AB | 1,495 | $108.4K | 0.00% | +1,495 | New |
| Creative Capital Management Investments LLC | 1,501 | $108.8K | 0.03% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 1,550 | $112.4K | 0.03% | +1,550 | New |
| Addison Advisors LLC | 1,624 | $117.7K | 0.03% | +51+3.2% | Added |
| MAI Capital Management | 1,644 | $119.2K | 0.00% | +717+77.3% | Added |
| Optima Capital LLC | 1,671 | $121.1K | 0.05% | +1,671 | New |
| Quadrant Capital Group LLC | 1,680 | $121.8K | 0.00% | +46+2.8% | Added |
| Aster Capital Management (DIFC) Ltd | 1,686 | $122.2K | 0.05% | +1,686 | New |
| Tradewinds Capital Management, LLC | 1,800 | $130.5K | 0.03% | 00.0% | Unchanged |
| Bokf, NA | 1,813 | $131.4K | 0.00% | −20,772−92.0% | Reduced |
| Trust Co of Vermont | 1,870 | $135.6K | 0.01% | 00.0% | Unchanged |
| SageView Advisory Group, LLC | 1,964 | $142.4K | 0.00% | +1,964 | New |
| EverSource Wealth Advisors, LLC | 1,973 | $143.0K | 0.01% | −366−15.6% | Reduced |
| Ameritas Investment Partners, Inc. | 2,060 | $149.3K | 0.00% | −112−5.2% | Reduced |
| HHM Wealth Advisors, LLC | 2,074 | $150.3K | 0.02% | 00.0% | Unchanged |
| Motiv8 Investments LLC | 2,346 | $170.0K | 0.09% | +2,346 | New |
| Quarry LP | 2,349 | $170.3K | 0.03% | +1,714+269.9% | Added |
| Danske Bank A/S | 2,500 | $181.2K | 0.00% | −1,500−37.5% | Reduced |
| Geneos Wealth Management Inc. | 2,563 | $185.8K | 0.00% | +3+0.1% | Added |
| Versant Capital Management, Inc | 2,645 | $191.7K | 0.02% | +340+14.8% | Added |
| Smartleaf Asset Management LLC | 2,653 | $194.2K | 0.01% | −232−8.0% | Reduced |
| IFP Advisors, Inc | 2,752 | $199.5K | 0.00% | −1,179−30.0% | Reduced |
| First National Bank of Omaha | 2,744 | $200.9K | 0.01% | +2,744 | New |
| Westover Capital Advisors, LLC | 2,800 | $203.0K | 0.04% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 2,800 | $203.0K | 0.04% | 00.0% | Unchanged |
| Capital Performance Advisors LLP | 2,809 | $203.6K | 0.01% | +17+0.6% | Added |
| CFS Investment Advisory Services, LLC | 2,865 | $207.7K | 0.02% | −10.0% | Reduced |
| NewEdge Wealth, LLC | 2,868 | $207.9K | 0.00% | +2,868 | New |
| Burton Enright Welch | 2,912 | $211.1K | 0.03% | −38−1.3% | Reduced |
| Interchange Capital Partners, LLC | 2,916 | $211.4K | 0.04% | +2,916 | New |
| CX Institutional | 2,927 | $212.0K | 0.01% | +407+16.2% | Added |
| Washington Trust Bank | 3,000 | $217.5K | 0.02% | 00.0% | Unchanged |
| Ifrah Financial Services, Inc. | 3,008 | $218.1K | 0.06% | −104−3.3% | Reduced |
| Armistice Capital, LLC | 3,019 | $218.8K | 0.01% | +3,019 | New |
| Horizon Investment Services, LLC | 3,019 | $218.9K | 0.08% | +3,019 | New |
| Barnes Wealth Management Group, Inc | 3,051 | $221.2K | 0.12% | −10−0.3% | Reduced |
| Hager Investment Management Services, LLC | 3,060 | $221.8K | 0.12% | −250−7.6% | Reduced |
| Clearwater Capital Advisors, LLC | 3,074 | $222.8K | 0.02% | 00.0% | Unchanged |
| Bedel Financial Consulting, Inc. | 3,076 | $223.0K | 0.02% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 3,079 | $223.2K | 0.01% | +1,317+74.7% | Added |
| Larson Financial Group LLC | 3,104 | $225.0K | 0.01% | +210+7.3% | Added |
| Crestwood Advisors Group LLC | 3,108 | $225.3K | 0.00% | +3,108 | New |
| Stirlingshire Investments, Inc. | 3,108 | $225.3K | 0.20% | +3,108 | New |
| Guyasuta Investment Advisors Inc | 3,115 | $225.8K | 0.01% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 3,122 | $226.3K | 0.00% | +109+3.6% | Added |
| Phoenix Wealth Advisors | 3,150 | $228.3K | 0.09% | −114−3.5% | Reduced |
| Sagespring Wealth Partners, LLC | 3,150 | $228.3K | 0.00% | +43+1.4% | Added |
| Prelude Capital Management, LLC | 3,230 | $234.1K | 0.02% | −12,318−79.2% | Reduced |
| Commerzbank Aktiengesellschaft | 3,239 | $235.0K | 0.00% | 00.0% | Unchanged |
| Journey Strategic Wealth LLC | 3,270 | $237.1K | 0.01% | +160+5.1% | Added |
| Quent Capital, LLC | 3,288 | $238.4K | 0.02% | +42+1.3% | Added |
| Avantra Family Wealth, Inc. | 3,296 | $238.9K | 0.17% | +63+1.9% | Added |
| Glenview Trust Co | 3,300 | $239.2K | 0.00% | −751−18.5% | Reduced |
| Frec Markets, Inc. | 3,306 | $239.7K | 0.07% | +3,306 | New |
| Brown Advisory Inc | 3,334 | $241.7K | 0.00% | +314+10.4% | Added |
| KC Investment Advisors, LLC | 3,366 | $244.0K | 0.06% | +3,366 | New |
| Bessemer Group Inc | 3,382 | $246.0K | 0.00% | +58+1.7% | Added |
| Longboard Asset Management, LP | 3,396 | $246.2K | 1.57% | 00.0% | Unchanged |
| Holistic Planning, LLC | 3,420 | $247.9K | 0.05% | +3,420 | New |
| Wealth Alliance Advisory Group, LLC | 3,423 | $248.1K | 0.04% | +328+10.6% | Added |
| Summit Financial, LLC | 3,483 | $252.5K | 0.00% | +82+2.4% | Added |
| Caitong International Asset Management Co., Ltd | 3,490 | $253.0K | 0.06% | +3,354+2,466.2% | Added |