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 |
|---|---|---|---|---|---|
| Atlantic Union Bankshares Corp | 9,906 | $718.1K | 0.01% | +328+3.4% | Added |
| Allworth Financial LP | 9,916 | $718.8K | 0.00% | +54+0.5% | Added |
| Reaves W H & Co Inc | 9,924 | $719.4K | 0.01% | 00.0% | Unchanged |
| Norinchukin Bank, The | 9,965 | $722.4K | 0.01% | +85+0.9% | Added |
| Atria Investments LLC | 9,996 | $724.6K | 0.01% | +2,077+26.2% | Added |
| Rockland Trust Co | 10,119 | $733.5K | 0.03% | −4,902−32.6% | Reduced |
| Lazard Asset Management LLC | 10,241 | $742.4K | 0.00% | −1,259−10.9% | Reduced |
| Capital Fund Management S.A. | 10,369 | $751.6K | 0.01% | +10,369 | New |
| Prudent Man Advisors, LLC | 10,418 | $755.2K | 0.27% | −14−0.1% | Reduced |
| Bleakley Financial Group, LLC | 10,446 | $757.2K | 0.01% | +10,446 | New |
| Great Lakes Advisors, LLC | 10,505 | $761.5K | 0.01% | −332−3.1% | Reduced |
| Parallel Advisors, LLC | 10,531 | $763.4K | 0.01% | +850+8.8% | Added |
| Newbridge Financial Services Group, Inc. | 10,561 | $765.6K | 0.12% | +10,322+4,318.8% | Added |
| New Mexico Educational Retirement Board | 10,650 | $772.0K | 0.02% | +300+2.9% | Added |
| HighPoint Advisor Group LLC | 10,661 | $772.8K | 0.02% | +10.0% | Added |
| Moors & Cabot, Inc. | 10,731 | $777.9K | 0.03% | +190+1.8% | Added |
| RSM US Wealth Management LLC | 10,636 | $778.6K | 0.01% | −54−0.5% | Reduced |
| Cornercap Investment Counsel Inc | 10,743 | $778.8K | 0.38% | −144−1.3% | Reduced |
| Rockefeller Capital Management L.P. | 11,007 | $798.0K | 0.00% | +6,344+136.0% | Added |
| Pallas Capital Advisors LLC | 11,060 | $801.7K | 0.03% | +13+0.1% | Added |
| Boothbay Fund Management, LLC | 11,119 | $806.0K | 0.02% | +11,119 | New |
| Vise Technologies, Inc. | 11,124 | $806.4K | 0.02% | +2,699+32.0% | Added |
| Trust Co | 11,184 | $810.7K | 0.08% | +4,104+58.0% | Added |
| Maryland State Retirement & Pension System | 11,187 | $810.9K | 0.02% | 00.0% | Unchanged |
| Vestmark Advisory Solutions, Inc. | 11,347 | $822.5K | 0.01% | +2,697+31.2% | Added |
| Wealthcare Advisory Partners LLC | 11,354 | $823.1K | 0.02% | +225+2.0% | Added |
| Profund Advisors LLC | 11,428 | $828.4K | 0.03% | −604−5.0% | Reduced |
| Farther Finance Advisors, LLC | 11,634 | $843.3K | 0.01% | +1,105+10.5% | Added |
| Contravisory Investment Management, Inc. | 11,733 | $850.5K | 0.17% | −469−3.8% | Reduced |
| Capital Investment Management, Inc. | 11,800 | $855.3K | 0.30% | +11,800 | New |
| Louisiana State Employees Retirement System | 11,800 | $855.4K | 0.01% | −300−2.5% | Reduced |
| Turning Point Benefit Group, Inc. | 11,938 | $865.4K | 0.45% | +992+9.1% | Added |
| WCG Wealth Advisors LLC | 12,059 | $874.2K | 0.02% | +106+0.9% | Added |
| Exchange Traded Concepts, LLC | 12,288 | $890.8K | 0.01% | −323−2.6% | Reduced |
| Janus Henderson Group PLC | 12,355 | $895.7K | 0.00% | +457+3.8% | Added |
| AGH Wealth Advisors, LLC | 12,579 | $911.9K | 0.69% | −132−1.0% | Reduced |
| Gulf International Bank (UK) Ltd | 12,576 | $912.0K | 0.03% | +47+0.4% | Added |
| Gibson Wealth Advisors LLC | 12,596 | $913.1K | 0.63% | 00.0% | Unchanged |
| Royal London Asset Management Ltd | 12,753 | $924.5K | 0.00% | +306+2.5% | Added |
| DGS Capital Management, LLC | 12,757 | $924.8K | 0.16% | +1,685+15.2% | Added |
| Sierra Summit Advisors LLC | 12,758 | $924.8K | 0.14% | +258+2.1% | Added |
| Concurrent Investment Advisors, LLC | 12,844 | $931.1K | 0.01% | +458+3.7% | Added |
| Resources Investment Advisors, LLC. | 12,845 | $931.1K | 0.01% | −227−1.7% | Reduced |
| Iams Wealth Management, LLC | 12,845 | $931.3K | 0.34% | +847+7.1% | Added |
| Janney Montgomery Scott LLC | 13,126 | $952.0K | 0.00% | −30−0.2% | Reduced |
| Albion Financial Group | 13,183 | $955.6K | 0.06% | 00.0% | Unchanged |
| SeaCrest Wealth Management, LLC | 13,312 | $965.3K | 0.10% | −846−6.0% | Reduced |
| RIA Advisory Group LLC | 13,337 | $966.8K | 0.23% | +13,337 | New |
| Hartford Investment Management Co | 13,412 | $972.2K | 0.03% | −236−1.7% | Reduced |
| Financial Partners Group, Inc | 12,814 | $983.2K | 0.11% | −4,896−27.6% | Reduced |
| Twinbeech Capital LP | 13,632 | $988.2K | 0.07% | +13,632 | New |
| Kentucky Retirement Systems | 14,451 | $1.05M | 0.03% | 00.0% | Unchanged |
| Meeder Advisory Services, Inc. | 14,536 | $1.05M | 0.05% | +345+2.4% | Added |
| Chicago Partners Investment Group LLC | 14,044 | $1.06M | 0.03% | +565+4.2% | Added |
| Goelzer Investment Management, Inc. | 14,800 | $1.07M | 0.05% | +14,800 | New |
| DekaBank Deutsche Girozentrale | 18,563 | $1.08M | 0.00% | 00.0% | Unchanged |
| Catherine Avery Investment Management LLC | 15,283 | $1.11M | 0.66% | −975−6.0% | Reduced |
| Investment Management Corp of Ontario | 15,576 | $1.13M | 0.02% | +4,756+44.0% | Added |
| Kestra Advisory Services, LLC | 15,705 | $1.14M | 0.00% | +1,340+9.3% | Added |
| Fulcrum Asset Management LLP | 15,681 | $1.15M | 0.32% | −4,344−21.7% | Reduced |
| Fox Run Management, L.L.C. | 15,884 | $1.15M | 0.18% | +15,884 | New |
| Grantham, Mayo, Van Otterloo & Co. LLC | 16,075 | $1.17M | 0.00% | 00.0% | Unchanged |
| Susquehanna Fundamental Investments, LLC | 16,360 | $1.19M | 0.04% | −9,100−35.7% | Reduced |
| KBC Group NV | 16,391 | $1.19M | 0.00% | 00.0% | Unchanged |
| Huber Capital Management LLC | 16,467 | $1.19M | 0.18% | 00.0% | Unchanged |
| Twin Capital Management Inc | 16,655 | $1.21M | 0.15% | 00.0% | Unchanged |
| Dakota Wealth Management | 16,733 | $1.21M | 0.02% | −455−2.6% | Reduced |
| Spirit of America Management Corp | 16,750 | $1.21M | 0.26% | +2,950+21.4% | Added |
| GAMMA Investing LLC | 16,762 | $1.22M | 0.06% | +405+2.5% | Added |
| Brookmont Capital Management | 16,857 | $1.22M | 0.71% | +10.0% | Added |
| Pensionfund Sabic | 16,900 | $1.23M | 0.33% | 00.0% | Unchanged |
| Integrity Alliance, LLC. | 17,163 | $1.24M | 0.05% | +11,707+214.6% | Added |
| Keybank National Association | 17,294 | $1.25M | 0.00% | −436−2.5% | Reduced |
| Allstate Corp | 17,571 | $1.27M | 0.02% | +9,352+113.8% | Added |
| Engineers Gate Manager LP | 17,625 | $1.28M | 0.02% | +17,625 | New |
| Ethic Inc. | 17,679 | $1.28M | 0.02% | +17+0.1% | Added |
| Mizuho Securities USA LLC | 16,763 | $1.30M | 0.02% | 00.0% | Unchanged |
| Teachers Retirement System of the State of Kentucky | 18,043 | $1.31M | 0.01% | 00.0% | Unchanged |
| Davis Capital Management | 18,095 | $1.31M | 0.90% | −48−0.3% | Reduced |
| United Capital Financial Advisers, LLC | 18,216 | $1.32M | 0.01% | +8,917+95.9% | Added |
| Umb Bank N A | 18,350 | $1.33M | 0.02% | −2,299−11.1% | Reduced |
| Adamsbrown Wealth Consultants LLC | 18,730 | $1.36M | 0.38% | −450−2.3% | Reduced |
| Sterling Capital Management LLC | 18,939 | $1.37M | 0.02% | +3,789+25.0% | Added |
| Sanctuary Advisors, LLC | 18,946 | $1.37M | 0.01% | −1,457−7.1% | Reduced |
| GWM Advisors LLC | 19,109 | $1.39M | 0.01% | +37+0.2% | Added |
| IHT Wealth Management, LLC | 19,187 | $1.39M | 0.03% | −1,464−7.1% | Reduced |
| Quest Partners LLC | 19,709 | $1.43M | 0.08% | −6,650−25.2% | Reduced |
| Bryn Mawr Trust Co | 19,731 | $1.43M | 0.03% | +828+4.4% | Added |
| Private Advisor Group, LLC | 20,201 | $1.46M | 0.01% | +1,053+5.5% | Added |
| Hennion & Walsh Asset Management, Inc. | 20,324 | $1.47M | 0.05% | −3,788−15.7% | Reduced |
| Public Employees Retirement Association of Colorado | 20,530 | $1.49M | 0.01% | 00.0% | Unchanged |
| Wealthspire Advisors, LLC | 20,877 | $1.51M | 0.01% | +2,202+11.8% | Added |
| iA Global Asset Management Inc. | 20,881 | $1.51M | 0.02% | −1,743−7.7% | Reduced |
| Miller Howard Investments Inc | 21,010 | $1.52M | 0.05% | +1,549+8.0% | Added |
| Westpac Banking Corp | 21,111 | $1.53M | 0.10% | −593−2.7% | Reduced |
| Schnieders Capital Management, LLC. | 21,345 | $1.55M | 0.24% | −50−0.2% | Reduced |
| Pathstone Holdings, LLC | 21,399 | $1.55M | 0.01% | −296−1.4% | Reduced |
| J.W. Cole Advisors, Inc. | 21,490 | $1.56M | 0.04% | −1,913−8.2% | Reduced |
| Massar Capital Management, LP | 21,493 | $1.56M | 0.31% | +21,493 | New |
| CAPROCK Group, Inc. | 21,581 | $1.56M | 0.03% | +1,000+4.9% | Added |