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 |
|---|---|---|---|---|---|
| SummitTX Capital, L.P. | 159,908 | $11.6M | 0.35% | −30,905−16.2% | Reduced |
| Brandywine Global Investment Management, LLC | 161,668 | $11.7M | 0.08% | −1,366−0.8% | Reduced |
| ArrowMark Colorado Holdings LLC | 164,000 | $11.9M | 0.26% | −20,000−10.9% | Reduced |
| Captrust Financial Advisors | 165,668 | $12.0M | 0.02% | −407,591−71.1% | Reduced |
| Exencial Wealth Advisors, LLC | 167,496 | $12.1M | 0.38% | −3,850−2.2% | Reduced |
| M&T Bank Corp | 170,714 | $12.4M | 0.04% | +2,831+1.7% | Added |
| Picton Mahoney Asset Management | 172,616 | $12.5M | 0.14% | +17,175+11.0% | Added |
| Vestcor Inc | 174,330 | $12.6M | 0.36% | +57,795+49.6% | Added |
| Macquarie Group Ltd | 175,737 | $12.7M | 0.06% | +7,437+4.4% | Added |
| Jones Financial Companies LLLP | 177,667 | $12.9M | 0.01% | −2,758−1.5% | Reduced |
| BTG Pactual Asset Management US LLC | 178,628 | $12.9M | 1.44% | +178,628 | New |
| Amundi | 190,685 | $13.8M | 0.00% | +7,153+3.9% | Added |
| New York State Teachers Retirement System | 191,506 | $13.9M | 0.03% | −2,214−1.1% | Reduced |
| Sound Income Strategies, LLC | 184,426 | $14.1M | 0.67% | −35,837−16.3% | Reduced |
| LPL Financial LLC | 195,552 | $14.2M | 0.00% | +2,635+1.4% | Added |
| Illinois Municipal Retirement Fund | 198,579 | $14.4M | 0.18% | +59,785+43.1% | Added |
| Oppenheimer Asset Management Inc. | 200,172 | $14.5M | 0.18% | −9,135−4.4% | Reduced |
| HRT Financial LP | 203,303 | $14.7M | 0.05% | +203,303 | New |
| Yaupon Capital Management LP | 210,050 | $15.2M | 0.75% | +8,313+4.1% | Added |
| Wedge Capital Management L L P | 213,441 | $15.5M | 0.28% | −16,529−7.2% | Reduced |
| Ameriprise Financial Inc | 215,467 | $15.6M | 0.00% | −2,039−0.9% | Reduced |
| BW Gestao de Investimentos Ltda. | 220,173 | $16.0M | 0.56% | +220,173 | New |
| State Board of Administration of Florida Retirement System | 220,733 | $16.0M | 0.03% | −7,240−3.2% | Reduced |
| Squarepoint Ops LLC | 222,294 | $16.1M | 0.03% | +152,081+216.6% | Added |
| Guggenheim Capital LLC | 223,294 | $16.2M | 0.12% | −25,608−10.3% | Reduced |
| Creative Planning | 229,060 | $16.6M | 0.01% | +34,860+18.0% | Added |
| SEI Investments Co | 233,062 | $16.9M | 0.02% | −41,850−15.2% | Reduced |
| Royal Bank of Canada | 259,820 | $18.8M | 0.00% | +49,771+23.7% | Added |
| Diameter Capital Partners LP | 260,000 | $18.8M | 1.97% | +40,000+18.2% | Added |
| Principal Financial Group Inc | 269,043 | $19.5M | 0.01% | +6,259+2.4% | Added |
| California State Teachers Retirement System | 275,354 | $20.0M | 0.02% | −1,045−0.4% | Reduced |
| Bank of Montreal | 287,399 | $20.8M | 0.01% | +50,518+21.3% | Added |
| CWM, LLC | 287,819 | $20.9M | 0.06% | −6,077−2.1% | Reduced |
| Gamco Investors, Inc. Et Al | 291,540 | $21.1M | 0.20% | −3,287−1.1% | Reduced |
| Mercer Global Advisors Inc | 292,628 | $21.2M | 0.03% | +6,675+2.3% | Added |
| Susquehanna Portfolio Strategies, LLC | 292,952 | $21.2M | 0.33% | 00.0% | Unchanged |
| Balyasny Asset Management LLC | 305,617 | $22.2M | 0.04% | −498,513−62.0% | Reduced |
| Korea Investment CORP | 312,210 | $22.6M | 0.04% | +21,606+7.4% | Added |
| Cullen/Frost Bankers, Inc. | 316,511 | $22.9M | 0.25% | +14,907+4.9% | Added |
| Stifel Financial Corp | 322,420 | $23.4M | 0.02% | +4,902+1.5% | Added |
| Alliancebernstein L.P. | 326,371 | $23.7M | 0.01% | −97,776−23.1% | Reduced |
| Natixis Advisors, L.P. | 327,499 | $23.7M | 0.03% | +7,989+2.5% | Added |
| Wells Fargo & Company | 328,663 | $23.8M | 0.00% | −304,031−48.1% | Reduced |
| Alps Advisors Inc | 362,375 | $26.3M | 0.15% | +5,134+1.4% | Added |
| Brookfield Asset Management Inc. | 364,131 | $26.4M | 0.03% | −33,195−8.4% | Reduced |
| Verbena Value LP | 373,900 | $27.1M | 4.67% | +373,900 | New |
| Canada Pension Plan Investment Board | 380,100 | $27.6M | 0.02% | +380,100 | New |
| GW Henssler & Associates Ltd | 380,385 | $27.6M | 1.33% | −7,155−1.8% | Reduced |
| Crawford Investment Counsel Inc | 383,913 | $27.8M | 0.46% | −8,843−2.3% | Reduced |
| Citigroup Inc | 389,219 | $28.2M | 0.02% | +45,138+13.1% | Added |
| Colony Group, LLC | 399,617 | $29.0M | 0.03% | +234,758+142.4% | Added |
| New York State Common Retirement Fund | 399,850 | $29.0M | 0.04% | 00.0% | Unchanged |
| Quantinno Capital Management LP | 399,857 | $29.0M | 0.06% | +56,448+16.4% | Added |
| CIBC Private Wealth Group, LLC | 402,417 | $29.2M | 0.05% | −79,268−16.5% | Reduced |
| Rhumbline Advisers | 405,159 | $29.4M | 0.02% | −9,266−2.2% | Reduced |
| Teilinger Capital Ltd. | 430,000 | $31.2M | 31.78% | −150,000−25.9% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 432,368 | $31.3M | 0.16% | −1,720−0.4% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 455,429 | $33.0M | 0.05% | +7,738+1.7% | Added |
| Cramer Rosenthal McGlynn LLC | 474,988 | $34.4M | 2.22% | +101,956+27.3% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 478,214 | $34.9M | 0.02% | +11,281+2.4% | Added |
| Price T Rowe Associates Inc | 482,731 | $35.0M | 0.00% | −72,707−13.1% | Reduced |
| BNP Paribas Arbitrage, SA | 517,932 | $37.5M | 0.02% | +68,779+15.3% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 555,752 | $40.3M | 0.02% | −19,429−3.4% | Reduced |
| HITE Hedge Asset Management LLC | 586,192 | $42.5M | 2.71% | −180,940−23.6% | Reduced |
| Deutsche Bank AG | 600,597 | $43.5M | 0.01% | −147,166−19.7% | Reduced |
| Allianz Asset Management GmbH | 606,618 | $44.0M | 0.05% | −52,436−8.0% | Reduced |
| California Public Employees Retirement System | 609,665 | $44.2M | 0.03% | −106,522−14.9% | Reduced |
| Swiss National Bank | 630,726 | $45.7M | 0.03% | −32,400−4.9% | Reduced |
| Treasurer of the State of North Carolina | 638,604 | $46.3M | 0.15% | −8,065−1.2% | Reduced |
| Russell Investments Group, Ltd. | 644,791 | $46.7M | 0.05% | −54,187−7.8% | Reduced |
| Manufacturers Life Insurance Company, The | 649,235 | $47.1M | 0.04% | −39,662−5.8% | Reduced |
| Gotham Asset Management, LLC | 679,078 | $49.2M | 0.18% | +118,527+21.1% | Added |
| RNC Capital Management LLC | 695,348 | $50.4M | 2.29% | +10,210+1.5% | Added |
| Old Republic International Corporation | 727,561 | $52.7M | 2.13% | −108,485−13.0% | Reduced |
| Vaughan Nelson Investment Management, L.P. | 768,034 | $55.7M | 0.54% | +67,850+9.7% | Added |
| Renaissance Technologies LLC | 811,202 | $58.8M | 0.09% | +446,400+122.4% | Added |
| Freestone Grove Partners LP | 854,739 | $62.0M | 0.45% | +651,738+321.1% | Added |
| Citadel Advisors LLC | 910,129 | $66.0M | 0.04% | −523,022−36.5% | Reduced |
| Barclays PLC | 916,358 | $66.4M | 0.03% | +163,373+21.7% | Added |
| Antipodes Partners Ltd | 949,233 | $68.8M | 1.44% | −9,122−1.0% | Reduced |
| AQR Capital Management LLC | 970,282 | $70.3M | 0.04% | −60,324−5.9% | Reduced |
| Empower Advisory Group, LLC | 1,014,134 | $73.5M | 0.20% | −41,480−3.9% | Reduced |
| Raymond James Financial Inc | 1,022,243 | $74.2M | 0.02% | −19,843−1.9% | Reduced |
| UBS Asset Management Americas Inc | 1,043,554 | $75.6M | 0.02% | −8,157−0.8% | Reduced |
| Thrivent Financial for Lutherans | 1,050,711 | $76.2M | 0.14% | +1,335+0.1% | Added |
| Gabelli Funds LLC | 1,058,482 | $76.7M | 0.52% | −9,652−0.9% | Reduced |
| UBS Group AG | 1,077,500 | $78.1M | 0.02% | −571,206−34.6% | Reduced |
| Envestnet Asset Management Inc | 1,100,841 | $79.8M | 0.02% | +97,225+9.7% | Added |
| Brandes Investment Partners, LP | 1,138,521 | $82.5M | 0.63% | +34,767+3.1% | Added |
| ExodusPoint Capital Management, LP | 1,146,474 | $83.1M | 0.92% | +286,295+33.3% | Added |
| Thompson Siegel & Walmsley LLC | 1,172,329 | $85.0M | 1.43% | −57,223−4.7% | Reduced |
| Adage Capital Partners GP, L.L.C. | 1,207,882 | $87.6M | 0.13% | +998,400+476.6% | Added |
| HSBC Holdings PLC | 1,215,208 | $88.1M | 0.05% | +237,046+24.2% | Added |
| Energy Income Partners, LLC | 1,222,554 | $88.6M | 1.61% | +123,318+11.2% | Added |
| Bank of America Corp | 1,333,337 | $96.7M | 0.01% | −283,159−17.5% | Reduced |
| Dimensional Fund Advisors LP | 1,347,410 | $97.7M | 0.02% | +19,042+1.4% | Added |
| Tortoise Capital Advisors, L.L.C. | 1,364,928 | $98.9M | 1.26% | +75,614+5.9% | Added |
| Jennison Associates LLC | 1,452,966 | $105.3M | 0.06% | −178,566−10.9% | Reduced |
| Victory Capital Management Inc | 1,491,407 | $108.1M | 0.06% | −96,350−6.1% | Reduced |
| Legal & General Group Plc | 1,673,376 | $121.3M | 0.03% | −119,353−6.7% | Reduced |