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 |
|---|---|---|---|---|---|
| NBC Securities, Inc. | 5,860 | $424.8K | 0.03% | −1,090−15.7% | Reduced |
| Robeco Institutional Asset Management B.V. | 5,862 | $424.9K | 0.00% | −41,984−87.7% | Reduced |
| AlphaStar Capital Management, LLC | 5,913 | $428.6K | 0.03% | +1,216+25.9% | Added |
| CWA Asset Management Group, LLC | 5,926 | $429.6K | 0.02% | −29,089−83.1% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 6,057 | $439.1K | 0.03% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 6,059 | $439.2K | 0.01% | −4,164−40.7% | Reduced |
| V-Square Quantitative Management LLC | 6,061 | $439.4K | 0.05% | +6,061 | New |
| Gentry Private Wealth, LLC | 6,098 | $442.0K | 0.28% | +1,005+19.7% | Added |
| Evoke Wealth, LLC | 6,109 | $442.9K | 0.01% | −1,261−17.1% | Reduced |
| Merit Financial Group, LLC | 6,137 | $444.9K | 0.00% | +347+6.0% | Added |
| JMN Financial LLC | 6,154 | $446.1K | 0.44% | +6,154 | New |
| MUFG Securities Americas Inc. | 6,202 | $449.6K | 0.03% | −4−0.1% | Reduced |
| Securian Asset Management, Inc | 6,205 | $449.8K | 0.02% | −4,818−43.7% | Reduced |
| Laird Norton Trust Company, LLC | 6,243 | $452.6K | 0.01% | +6,243 | New |
| GoalVest Advisory LLC | 6,264 | $454.1K | 0.09% | +1,005+19.1% | Added |
| Kestra Private Wealth Services, LLC | 6,349 | $460.2K | 0.01% | −219−3.3% | Reduced |
| Global Retirement Partners, LLC | 6,373 | $462.0K | 0.01% | +3,804+148.1% | Added |
| R Squared Ltd | 6,376 | $462.2K | 0.22% | +6,376 | New |
| Waterfront Wealth Inc. | 6,067 | $464.4K | 0.09% | 00.0% | Unchanged |
| Stephenson National Bank & Trust | 6,448 | $467.4K | 0.13% | −812−11.2% | Reduced |
| Kingsview Wealth Management, LLC | 6,458 | $468.1K | 0.01% | +2,549+65.2% | Added |
| IFG Advisory, LLC | 6,525 | $473.0K | 0.02% | −18−0.3% | Reduced |
| Oxford Asset Management LLP | 6,561 | $475.6K | 0.17% | +6,561 | New |
| Empowered Funds, LLC | 6,607 | $478.9K | 0.01% | −603−8.4% | Reduced |
| Headlands Technologies LLC | 6,627 | $480.4K | 0.04% | +6,627 | New |
| 44 Wealth Management LLC | 6,639 | $481.2K | 0.16% | +87+1.3% | Added |
| Coppell Advisory Solutions LLC | 6,583 | $481.9K | 0.05% | −167−2.5% | Reduced |
| PensionDanmark Pensionsforsikringsaktieselskab | 6,660 | $482.8K | 0.00% | +6,660 | New |
| Aaron Wealth Advisors | 6,778 | $491.3K | 0.03% | +578+9.3% | Added |
| Wexford Capital LP | 6,838 | $495.7K | 0.13% | +6,838 | New |
| Blueshift Asset Management, LLC | 6,903 | $500.4K | 0.14% | +6,903 | New |
| Coldstream Capital Management Inc | 6,936 | $502.8K | 0.01% | −536−7.2% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 6,978 | $505.8K | 0.01% | +2,609+59.7% | Added |
| Ti-Trust, Inc | 7,047 | $510.8K | 0.32% | 00.0% | Unchanged |
| National Asset Management, Inc. | 7,100 | $514.7K | 0.02% | −742−9.5% | Reduced |
| Novak & Powell Financial Services, Inc. | 7,102 | $514.8K | 0.27% | +65+0.9% | Added |
| Federation des caisses Desjardins du Quebec | 7,115 | $515.8K | 0.00% | +810+12.8% | Added |
| Blair William & Co | 7,116 | $515.8K | 0.00% | +476+7.2% | Added |
| TD Private Client Wealth LLC | 7,151 | $518.4K | 0.01% | −175−2.4% | Reduced |
| Mattern Wealth Management LLC | 7,151 | $518.4K | 0.10% | 00.0% | Unchanged |
| MainStreet Investment Advisors LLC | 7,212 | $522.8K | 0.08% | −475−6.2% | Reduced |
| Ashton Thomas Private Wealth, LLC | 7,217 | $523.1K | 0.01% | +219+3.1% | Added |
| Gsa Capital Partners LLP | 7,232 | $524.0K | 0.05% | +7,232 | New |
| Benjamin Edwards Inc | 7,229 | $524.0K | 0.01% | +651+9.9% | Added |
| Metis Global Partners, LLC | 7,318 | $530.5K | 0.01% | −418−5.4% | Reduced |
| Tokio Marine Asset Management Co Ltd | 7,325 | $531.0K | 0.02% | 00.0% | Unchanged |
| Northwestern Mutual Investment Management Company, LLC | 7,355 | $533.2K | 0.01% | +20+0.3% | Added |
| Inscription Capital, LLC | 7,356 | $533.2K | 0.05% | +72+1.0% | Added |
| Jeppson Wealth Management, LLC | 7,430 | $538.6K | 0.17% | +6+0.1% | Added |
| MQS Management LLC | 7,530 | $545.9K | 0.32% | +7,530 | New |
| Teacher Retirement System of Texas | 7,615 | $552.0K | 0.00% | −22,525−74.7% | Reduced |
| Signaturefd, LLC | 7,635 | $553.5K | 0.01% | +669+9.6% | Added |
| Altfest L J & Co Inc | 7,659 | $555.2K | 0.06% | −3,842−33.4% | Reduced |
| Aigen Investment Management, LP | 7,671 | $556.1K | 0.13% | +7,671 | New |
| Intrua Financial, LLC | 7,695 | $557.8K | 0.06% | −570−6.9% | Reduced |
| Empirical Finance, LLC | 7,824 | $567.2K | 0.03% | −339−4.2% | Reduced |
| Sunbelt Securities, Inc. | 7,868 | $570.4K | 0.04% | −172−2.1% | Reduced |
| FineMark National Bank & Trust | 7,887 | $571.7K | 0.02% | +74+0.9% | Added |
| North Dakota State Investment Board | 7,894 | $572.2K | 0.02% | +7,894 | New |
| Principal Securities, Inc. | 7,923 | $574.3K | 0.01% | −451−5.4% | Reduced |
| Nicolet Bankshares Inc | 8,000 | $579.9K | 0.09% | 00.0% | Unchanged |
| Potomac Fund Management Inc | 8,011 | $580.7K | 0.02% | +10.0% | Added |
| Syon Capital LLC | 8,043 | $583.0K | 0.03% | +449+5.9% | Added |
| We Are One Seven, LLC | 8,070 | $585.0K | 0.01% | +648+8.7% | Added |
| Johnson Investment Counsel Inc | 8,158 | $591.4K | 0.00% | 00.0% | Unchanged |
| AE Wealth Management LLC | 8,238 | $597.2K | 0.00% | +791+10.6% | Added |
| Callan Family Office, LLC | 8,295 | $601.3K | 0.01% | +2,631+46.5% | Added |
| Heartland Bank & Trust Co | 8,417 | $610.1K | 0.26% | −142−1.7% | Reduced |
| Tower Research Capital LLC (TRC) | 8,449 | $612.5K | 0.01% | +5,114+153.3% | Added |
| Atomi Financial Group, Inc. | 8,472 | $614.1K | 0.02% | +498+6.2% | Added |
| Modern Wealth Management, LLC | 8,525 | $618.0K | 0.01% | +599+7.6% | Added |
| Virtus ETF Advisers LLC | 8,525 | $618.0K | 0.29% | 00.0% | Unchanged |
| Everence Capital Management Inc | 8,550 | $620.0K | 0.04% | +4,830+129.8% | Added |
| Moody National Bank Trust Division | 8,803 | $638.1K | 0.06% | −2,320−20.9% | Reduced |
| Vident Advisory, LLC | 8,812 | $638.8K | 0.01% | −327−3.6% | Reduced |
| Prime Capital Investment Advisors, LLC | 8,846 | $641.3K | 0.01% | +40.0% | Added |
| USA Financial Portformulas Corp | 8,900 | $645.2K | 0.12% | −2,239−20.1% | Reduced |
| Verity Asset Management, Inc. | 8,926 | $647.1K | 0.28% | −1,224−12.1% | Reduced |
| BKD Wealth Advisors, LLC | 8,948 | $648.7K | 0.01% | +155+1.8% | Added |
| Caxton Associates LLP | 8,952 | $648.9K | 0.01% | +8,952 | New |
| CoreFirst Bank & Trust | 8,989 | $651.6K | 0.35% | −2,765−23.5% | Reduced |
| Hilltop Holdings Inc. | 8,990 | $651.6K | 0.04% | +142+1.6% | Added |
| Fairview Capital Investment Management, LLC | 9,000 | $652.4K | 0.03% | 00.0% | Unchanged |
| National Pension Service | 9,062 | $656.9K | 0.00% | +3,035+50.4% | Added |
| SBI Okasan Asset Management Co.Ltd. | 9,000 | $657.5K | 0.04% | +9,000 | New |
| Evergreen Capital Management LLC | 9,102 | $659.8K | 0.01% | +32+0.4% | Added |
| Pensionmark Financial Group, LLC | 9,106 | $660.1K | 0.01% | +3,824+72.4% | Added |
| Crossmark Global Holdings, Inc. | 9,181 | $665.5K | 0.01% | −77−0.8% | Reduced |
| Amica Mutual Insurance Co | 9,181 | $666.0K | 0.06% | 00.0% | Unchanged |
| Banco Bilbao Vizcaya Argentaria, S.A. | 9,218 | $669.4K | 0.00% | −209−2.2% | Reduced |
| EP Wealth Advisors, LLC | 9,290 | $673.4K | 0.00% | +9,290 | New |
| MUFG Securities EMEA plc | 9,446 | $684.7K | 0.01% | +5,041+114.4% | Added |
| Lighthouse Investment Partners, LLC | 9,448 | $684.9K | 0.02% | +9,448 | New |
| Northwest & Ethical Investments L.P. | 9,387 | $687.1K | 0.02% | −1,022−9.8% | Reduced |
| Pinebridge Investments LLC | 9,495 | $688.3K | 0.01% | +9,495 | New |
| HB Wealth Management, LLC | 9,524 | $690.4K | 0.00% | +525+5.8% | Added |
| Smith, Moore & Co. | 9,739 | $706.0K | 0.05% | +940+10.7% | Added |
| Evolve Private Wealth, LLC | 9,759 | $707.4K | 0.04% | +9,759 | New |
| United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund | 9,800 | $710.4K | 0.01% | +9,800 | New |
| Pinnacle Financial Partners, Inc. | 9,822 | $712.0K | 0.01% | +9,822 | New |