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 |
|---|---|---|---|---|---|
| Tema ETFs LLC | 3,494 | $253.3K | 0.02% | −8−0.2% | Reduced |
| Advisory Alpha, LLC | 3,519 | $255.1K | 0.01% | +219+6.6% | Added |
| Kera Capital Partners, Inc. | 3,396 | $260.6K | 0.03% | +3,396 | New |
| Tradewinds, LLC. | 3,603 | $261.2K | 0.06% | −9−0.2% | Reduced |
| TCW Group Inc | 3,611 | $261.8K | 0.00% | +3,611 | New |
| Gradient Investments LLC | 3,653 | $264.8K | 0.00% | −30−0.8% | Reduced |
| Citizens Financial Group Inc | 3,658 | $265.2K | 0.00% | −22−0.6% | Reduced |
| Massmutual Trust Co FSB | 3,702 | $268.4K | 0.01% | −142−3.7% | Reduced |
| Trust Co of Kansas | 3,726 | $270.0K | 0.12% | −120−3.1% | Reduced |
| Kimelman & Baird, LLC | 3,734 | $270.7K | 0.02% | −297−7.4% | Reduced |
| Smith Chas P & Associates Pa Cpas | 3,735 | $270.8K | 0.01% | 00.0% | Unchanged |
| Wedbush Securities Inc | 3,738 | $271.0K | 0.01% | +3,738 | New |
| Texas Yale Capital Corp. | 3,743 | $271.3K | 0.01% | 00.0% | Unchanged |
| WESPAC Advisors, LLC | 3,749 | $271.8K | 0.15% | −9,852−72.4% | Reduced |
| First National Advisers, LLC | 3,761 | $272.6K | 0.04% | 00.0% | Unchanged |
| Cornerstone Wealth Management, LLC | 3,762 | $272.7K | 0.01% | +18+0.5% | Added |
| Leo Wealth, LLC | 3,770 | $273.3K | 0.02% | −7−0.2% | Reduced |
| Texas Capital Bank Wealth Management Services Inc | 3,783 | $274.2K | 0.02% | +2+0.1% | Added |
| Bank & Trust Co | 3,809 | $276.1K | 0.19% | 00.0% | Unchanged |
| Northland Securities, Inc. | 3,873 | $280.8K | 0.27% | +3,873 | New |
| Apollon Wealth Management, LLC | 3,877 | $281.1K | 0.00% | +100+2.6% | Added |
| Legacy Financial Strategies, LLC | 3,893 | $282.2K | 0.05% | 00.0% | Unchanged |
| Kavar Capital Partners Group, LLC | 3,915 | $283.8K | 0.04% | +12+0.3% | Added |
| Miracle Mile Advisors, LLC | 3,920 | $284.2K | 0.00% | +148+3.9% | Added |
| Alpha Family Trust | 3,970 | $287.8K | 0.13% | 00.0% | Unchanged |
| Cresset Asset Management, LLC | 3,997 | $289.8K | 0.00% | −186−4.4% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 3,999 | $291.0K | 0.00% | +3,941+6,794.8% | Added |
| D.A. Davidson & Co. | 4,018 | $291.3K | 0.00% | +14+0.3% | Added |
| Sym Financial Corp | 4,038 | $292.7K | 0.03% | +14+0.3% | Added |
| Aviva PLC | 4,041 | $292.9K | 0.00% | 00.0% | Unchanged |
| Custom Index Systems, LLC | 4,065 | $294.7K | 0.13% | −1,425−26.0% | Reduced |
| Black Diamond Financial, LLC | 4,065 | $294.7K | 0.03% | 00.0% | Unchanged |
| Transcend Wealth Collective, LLC | 4,069 | $295.0K | 0.02% | −13−0.3% | Reduced |
| Sowell Financial Services LLC | 4,086 | $296.2K | 0.01% | +168+4.3% | Added |
| Blackhawk Capital Partners LLC. | 4,120 | $298.7K | 0.11% | +271+7.0% | Added |
| Valeo Financial Advisors, LLC | 4,131 | $299.5K | 0.01% | −860−17.2% | Reduced |
| Golden State Equity Partners | 4,156 | $301.3K | 0.05% | −216−4.9% | Reduced |
| Probity Advisors, Inc. | 4,158 | $301.4K | 0.05% | −108−2.5% | Reduced |
| PFG Investments, LLC | 4,209 | $305.1K | 0.01% | −241−5.4% | Reduced |
| Eastern Bank | 4,232 | $306.8K | 0.01% | 00.0% | Unchanged |
| Sound Stewardship, LLC | 4,232 | $306.8K | 0.15% | 00.0% | Unchanged |
| Mather Group, LLC. | 4,246 | $307.8K | 0.00% | 00.0% | Unchanged |
| Atom Investors LP | 4,251 | $308.2K | 0.02% | +4,251 | New |
| Providence Financial Advisors, LLC | 4,301 | $311.8K | 0.31% | +4,301 | New |
| Ritholtz Wealth Management | 4,305 | $312.1K | 0.01% | +5+0.1% | Added |
| Artisan Partners Limited Partnership | 4,308 | $312.3K | 0.00% | 00.0% | Unchanged |
| Meritage Portfolio Management | 4,321 | $313.2K | 0.02% | −37,027−89.5% | Reduced |
| KCM Investment Advisors LLC | 4,323 | $313.4K | 0.01% | +1,218+39.2% | Added |
| Canada Post Corp Registered Pension Plan | 4,325 | $313.5K | 0.01% | +1,220+39.3% | Added |
| Wedmont Private Capital | 4,332 | $314.1K | 0.01% | −112−2.5% | Reduced |
| Kingdom Financial Group LLC. | 4,334 | $314.2K | 0.10% | +4,334 | New |
| denkapparat Operations GmbH | 4,374 | $317.1K | 0.17% | +4,374 | New |
| AlphaGrep UK Ltd | 4,416 | $320.1K | 0.11% | +4,416 | New |
| Cura Wealth Advisors, LLC | 4,421 | $320.5K | 0.12% | +4,421 | New |
| Brown Brothers Harriman & Co | 4,477 | $324.5K | 0.00% | +1,053+30.8% | Added |
| Walleye Trading LLC | 4,484 | $325.0K | 0.01% | −12,246−73.2% | Reduced |
| Walker Asset Management, LLC | 4,534 | $328.7K | 0.18% | +34+0.8% | Added |
| Vaughan David Investments LLC | 4,548 | $330.0K | 0.01% | 00.0% | Unchanged |
| Sagewood Asset Management LP | 4,568 | $331.1K | 0.12% | +4,568 | New |
| Integris Wealth Management, LLC | 4,570 | $331.3K | 0.08% | 00.0% | Unchanged |
| Kentucky Trust Co | 4,581 | $332.1K | 0.18% | −5−0.1% | Reduced |
| Triad Wealth Partners, LLC | 4,599 | $333.4K | 0.03% | +184+4.2% | Added |
| Equitable Holdings, Inc. | 4,664 | $338.1K | 0.00% | +106+2.3% | Added |
| Greenleaf Trust | 4,671 | $338.6K | 0.00% | +804+20.8% | Added |
| MidWestOne Financial Group, Inc. | 4,680 | $339.3K | 0.04% | −90−1.9% | Reduced |
| Independent Advisor Alliance | 4,688 | $339.8K | 0.01% | +72+1.6% | Added |
| Simplicity Wealth,LLC | 4,716 | $341.9K | 0.02% | −88−1.8% | Reduced |
| Central Trust Co | 4,766 | $345.5K | 0.01% | −308−6.1% | Reduced |
| Garrett Investment Advisors LLC | 4,776 | $346.2K | 0.03% | −54−1.1% | Reduced |
| Aptus Capital Advisors, LLC | 4,784 | $346.8K | 0.00% | +50+1.1% | Added |
| Ballentine Partners, LLC | 4,786 | $346.9K | 0.00% | +439+10.1% | Added |
| Keystone Financial Group | 4,822 | $349.5K | 0.03% | +450+10.3% | Added |
| Intrust Bank NA | 4,871 | $353.1K | 0.03% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 4,905 | $355.6K | 0.01% | +933+23.5% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 4,926 | $357.1K | 0.02% | +50+1.0% | Added |
| Garner Asset Management Corp | 4,957 | $359.3K | 0.14% | 00.0% | Unchanged |
| Virtu Financial LLC | 4,967 | $360.0K | 0.01% | +4,967 | New |
| Keating Financial Advisory Services, Inc. | 5,010 | $363.2K | 0.05% | +5,010 | New |
| Huntington National Bank | 5,062 | $366.9K | 0.00% | +363+7.7% | Added |
| Panagora Asset Management Inc | 5,183 | $375.7K | 0.00% | 00.0% | Unchanged |
| Anchyra Partners LLC | 5,270 | $382.0K | 0.12% | +5,270 | New |
| Vista Investment Partners LLC | 5,358 | $388.4K | 0.10% | 00.0% | Unchanged |
| Balboa Wealth Partners | 5,366 | $389.0K | 0.06% | +10.0% | Added |
| Arkadios Wealth Advisors | 5,375 | $389.6K | 0.01% | +5,375 | New |
| Apollon Financial, LLC | 5,378 | $389.9K | 0.06% | +570+11.9% | Added |
| Tocqueville Asset Management L.P. | 5,408 | $392.0K | 0.01% | +8+0.1% | Added |
| AlphaCore Capital LLC | 5,422 | $393.0K | 0.01% | +2,053+60.9% | Added |
| Schulhoff & Co Inc | 5,500 | $398.7K | 0.17% | 00.0% | Unchanged |
| Naples Global Advisors, LLC | 5,514 | $399.7K | 0.03% | −111−2.0% | Reduced |
| STRS Ohio | 5,514 | $399.7K | 0.00% | +10+0.2% | Added |
| Savant Capital, LLC | 5,539 | $401.5K | 0.00% | −369−6.2% | Reduced |
| Krilogy Financial LLC | 5,309 | $406.6K | 0.01% | +33+0.6% | Added |
| Advyzon Investment Management, LLC | 5,619 | $407.3K | 0.05% | +554+10.9% | Added |
| NorthCrest Asset Manangement, LLC | 5,710 | $412.9K | 0.01% | −366−6.0% | Reduced |
| Warren Averett Asset Management, LLC | 5,697 | $413.0K | 0.00% | +5,697 | New |
| Storgate, LLC | 5,737 | $415.9K | 0.34% | +5,737 | New |
| Bayforest Capital Ltd | 5,747 | $416.6K | 0.31% | +4,202+272.0% | Added |
| Financial Advisory Service, Inc. | 5,767 | $418.1K | 0.03% | +32+0.6% | Added |
| Uncommon Cents Investing LLC | 5,810 | $421.2K | 0.10% | −30−0.5% | Reduced |
| Magnetar Financial LLC | 5,821 | $422.0K | 0.00% | +5,821 | New |