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 |
|---|---|---|---|---|---|
| Change Path, LLC | 25,971 | $1.88M | 0.05% | −362−1.4% | Reduced |
| Brookstone Capital Management | 25,833 | $1.87M | 0.02% | −94−0.4% | Reduced |
| Dark Forest Capital Management LP | 25,514 | $1.85M | 0.08% | +25,514 | New |
| LaFleur & Godfrey LLC | 25,354 | $1.84M | 0.22% | +1,002+4.1% | Added |
| Rafferty Asset Management, LLC | 25,351 | $1.84M | 0.01% | +1,124+4.6% | Added |
| Glenmede Trust Co NA | 25,271 | $1.83M | 0.01% | +25,271 | New |
| Allspring Global Investments Holdings, LLC | 24,981 | $1.83M | 0.00% | +140+0.6% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 25,157 | $1.82M | 0.02% | +9,605+61.8% | Added |
| Prevail Innovative Wealth Advisors, LLC | 24,726 | $1.79M | 0.32% | +3,033+14.0% | Added |
| Swiss Life Asset Management Ltd | 24,420 | $1.77M | 0.01% | +2,114+9.5% | Added |
| Northwestern Mutual Wealth Management Co | 24,212 | $1.76M | 0.00% | −445−1.8% | Reduced |
| SG Trading Solutions, LLC | 24,178 | $1.75M | 0.41% | +24,178 | New |
| Wiley Bros.-Aintree Capital, LLC | 24,118 | $1.75M | 0.01% | +6,037+33.4% | Added |
| Retirement Planning Group | 23,522 | $1.71M | 0.06% | +668+2.9% | Added |
| Green Square Capital Advisors LLC | 23,170 | $1.68M | 0.17% | −4,423−16.0% | Reduced |
| Lido Advisors, LLC | 22,116 | $1.68M | 0.01% | +80.0% | Added |
| F/M Investments LLC | 23,026 | $1.67M | 0.06% | −1,150−4.8% | Reduced |
| Park Avenue Securities LLC | 22,896 | $1.66M | 0.01% | +661+3.0% | Added |
| Andra AP-fonden | 22,751 | $1.65M | 0.02% | +5,196+29.6% | Added |
| Summit Trail Advisors, LLC | 22,657 | $1.64M | 0.03% | +5,169+29.6% | Added |
| Financial Engines Advisors L.L.C. | 22,635 | $1.64M | 0.00% | −641−2.8% | Reduced |
| Wellington Management Group LLP | 22,351 | $1.62M | 0.00% | +6,026+36.9% | Added |
| 1832 Asset Management L.P. | 22,287 | $1.62M | 0.00% | −1,005−4.3% | Reduced |
| Schroder Investment Management Group | 21,967 | $1.61M | 0.00% | −2,058−8.6% | Reduced |
| Dynamic Advisor Solutions LLC | 21,732 | $1.58M | 0.05% | −488−2.2% | Reduced |
| CAPROCK Group, Inc. | 21,581 | $1.56M | 0.03% | +1,000+4.9% | Added |
| Massar Capital Management, LP | 21,493 | $1.56M | 0.31% | +21,493 | New |
| J.W. Cole Advisors, Inc. | 21,490 | $1.56M | 0.04% | −1,913−8.2% | Reduced |
| Pathstone Holdings, LLC | 21,399 | $1.55M | 0.01% | −296−1.4% | Reduced |
| Schnieders Capital Management, LLC. | 21,345 | $1.55M | 0.24% | −50−0.2% | Reduced |
| Westpac Banking Corp | 21,111 | $1.53M | 0.10% | −593−2.7% | Reduced |
| Miller Howard Investments Inc | 21,010 | $1.52M | 0.05% | +1,549+8.0% | Added |
| iA Global Asset Management Inc. | 20,881 | $1.51M | 0.02% | −1,743−7.7% | Reduced |
| Wealthspire Advisors, LLC | 20,877 | $1.51M | 0.01% | +2,202+11.8% | Added |
| Public Employees Retirement Association of Colorado | 20,530 | $1.49M | 0.01% | 00.0% | Unchanged |
| Hennion & Walsh Asset Management, Inc. | 20,324 | $1.47M | 0.05% | −3,788−15.7% | Reduced |
| Private Advisor Group, LLC | 20,201 | $1.46M | 0.01% | +1,053+5.5% | Added |
| Bryn Mawr Trust Co | 19,731 | $1.43M | 0.03% | +828+4.4% | Added |
| Quest Partners LLC | 19,709 | $1.43M | 0.08% | −6,650−25.2% | Reduced |
| IHT Wealth Management, LLC | 19,187 | $1.39M | 0.03% | −1,464−7.1% | Reduced |
| GWM Advisors LLC | 19,109 | $1.39M | 0.01% | +37+0.2% | Added |
| Sanctuary Advisors, LLC | 18,946 | $1.37M | 0.01% | −1,457−7.1% | Reduced |
| Sterling Capital Management LLC | 18,939 | $1.37M | 0.02% | +3,789+25.0% | Added |
| Adamsbrown Wealth Consultants LLC | 18,730 | $1.36M | 0.38% | −450−2.3% | Reduced |
| Umb Bank N A | 18,350 | $1.33M | 0.02% | −2,299−11.1% | Reduced |
| United Capital Financial Advisers, LLC | 18,216 | $1.32M | 0.01% | +8,917+95.9% | Added |
| Davis Capital Management | 18,095 | $1.31M | 0.90% | −48−0.3% | Reduced |
| Teachers Retirement System of the State of Kentucky | 18,043 | $1.31M | 0.01% | 00.0% | Unchanged |
| Mizuho Securities USA LLC | 16,763 | $1.30M | 0.02% | 00.0% | Unchanged |
| Ethic Inc. | 17,679 | $1.28M | 0.02% | +17+0.1% | Added |
| Engineers Gate Manager LP | 17,625 | $1.28M | 0.02% | +17,625 | New |
| Allstate Corp | 17,571 | $1.27M | 0.02% | +9,352+113.8% | Added |
| Keybank National Association | 17,294 | $1.25M | 0.00% | −436−2.5% | Reduced |
| Integrity Alliance, LLC. | 17,163 | $1.24M | 0.05% | +11,707+214.6% | Added |
| Pensionfund Sabic | 16,900 | $1.23M | 0.33% | 00.0% | Unchanged |
| Brookmont Capital Management | 16,857 | $1.22M | 0.71% | +10.0% | Added |
| GAMMA Investing LLC | 16,762 | $1.22M | 0.06% | +405+2.5% | Added |
| Spirit of America Management Corp | 16,750 | $1.21M | 0.26% | +2,950+21.4% | Added |
| Dakota Wealth Management | 16,733 | $1.21M | 0.02% | −455−2.6% | Reduced |
| Twin Capital Management Inc | 16,655 | $1.21M | 0.15% | 00.0% | Unchanged |
| Huber Capital Management LLC | 16,467 | $1.19M | 0.18% | 00.0% | Unchanged |
| KBC Group NV | 16,391 | $1.19M | 0.00% | 00.0% | Unchanged |
| Susquehanna Fundamental Investments, LLC | 16,360 | $1.19M | 0.04% | −9,100−35.7% | Reduced |
| Grantham, Mayo, Van Otterloo & Co. LLC | 16,075 | $1.17M | 0.00% | 00.0% | Unchanged |
| Fox Run Management, L.L.C. | 15,884 | $1.15M | 0.18% | +15,884 | New |
| Fulcrum Asset Management LLP | 15,681 | $1.15M | 0.32% | −4,344−21.7% | Reduced |
| Kestra Advisory Services, LLC | 15,705 | $1.14M | 0.00% | +1,340+9.3% | Added |
| Investment Management Corp of Ontario | 15,576 | $1.13M | 0.02% | +4,756+44.0% | Added |
| Catherine Avery Investment Management LLC | 15,283 | $1.11M | 0.66% | −975−6.0% | Reduced |
| DekaBank Deutsche Girozentrale | 18,563 | $1.08M | 0.00% | 00.0% | Unchanged |
| Goelzer Investment Management, Inc. | 14,800 | $1.07M | 0.05% | +14,800 | New |
| Chicago Partners Investment Group LLC | 14,044 | $1.06M | 0.03% | +565+4.2% | Added |
| Meeder Advisory Services, Inc. | 14,536 | $1.05M | 0.05% | +345+2.4% | Added |
| Kentucky Retirement Systems | 14,451 | $1.05M | 0.03% | 00.0% | Unchanged |
| Twinbeech Capital LP | 13,632 | $988.2K | 0.07% | +13,632 | New |
| Financial Partners Group, Inc | 12,814 | $983.2K | 0.11% | −4,896−27.6% | Reduced |
| Hartford Investment Management Co | 13,412 | $972.2K | 0.03% | −236−1.7% | Reduced |
| RIA Advisory Group LLC | 13,337 | $966.8K | 0.23% | +13,337 | New |
| SeaCrest Wealth Management, LLC | 13,312 | $965.3K | 0.10% | −846−6.0% | Reduced |
| Albion Financial Group | 13,183 | $955.6K | 0.06% | 00.0% | Unchanged |
| Janney Montgomery Scott LLC | 13,126 | $952.0K | 0.00% | −30−0.2% | Reduced |
| Iams Wealth Management, LLC | 12,845 | $931.3K | 0.34% | +847+7.1% | Added |
| Resources Investment Advisors, LLC. | 12,845 | $931.1K | 0.01% | −227−1.7% | Reduced |
| Concurrent Investment Advisors, LLC | 12,844 | $931.1K | 0.01% | +458+3.7% | Added |
| Sierra Summit Advisors LLC | 12,758 | $924.8K | 0.14% | +258+2.1% | Added |
| DGS Capital Management, LLC | 12,757 | $924.8K | 0.16% | +1,685+15.2% | Added |
| Royal London Asset Management Ltd | 12,753 | $924.5K | 0.00% | +306+2.5% | Added |
| Gibson Wealth Advisors LLC | 12,596 | $913.1K | 0.63% | 00.0% | Unchanged |
| Gulf International Bank (UK) Ltd | 12,576 | $912.0K | 0.03% | +47+0.4% | Added |
| AGH Wealth Advisors, LLC | 12,579 | $911.9K | 0.69% | −132−1.0% | Reduced |
| Janus Henderson Group PLC | 12,355 | $895.7K | 0.00% | +457+3.8% | Added |
| Exchange Traded Concepts, LLC | 12,288 | $890.8K | 0.01% | −323−2.6% | Reduced |
| WCG Wealth Advisors LLC | 12,059 | $874.2K | 0.02% | +106+0.9% | Added |
| Turning Point Benefit Group, Inc. | 11,938 | $865.4K | 0.45% | +992+9.1% | Added |
| Louisiana State Employees Retirement System | 11,800 | $855.4K | 0.01% | −300−2.5% | Reduced |
| Capital Investment Management, Inc. | 11,800 | $855.3K | 0.30% | +11,800 | New |
| Contravisory Investment Management, Inc. | 11,733 | $850.5K | 0.17% | −469−3.8% | Reduced |
| Farther Finance Advisors, LLC | 11,634 | $843.3K | 0.01% | +1,105+10.5% | Added |
| Profund Advisors LLC | 11,428 | $828.4K | 0.03% | −604−5.0% | Reduced |
| Wealthcare Advisory Partners LLC | 11,354 | $823.1K | 0.02% | +225+2.0% | Added |