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 |
|---|---|---|---|---|---|
| Vestmark Advisory Solutions, Inc. | 11,347 | $822.5K | 0.01% | +2,697+31.2% | Added |
| Maryland State Retirement & Pension System | 11,187 | $810.9K | 0.02% | 00.0% | Unchanged |
| Trust Co | 11,184 | $810.7K | 0.08% | +4,104+58.0% | Added |
| Vise Technologies, Inc. | 11,124 | $806.4K | 0.02% | +2,699+32.0% | Added |
| Boothbay Fund Management, LLC | 11,119 | $806.0K | 0.02% | +11,119 | New |
| Pallas Capital Advisors LLC | 11,060 | $801.7K | 0.03% | +13+0.1% | Added |
| Rockefeller Capital Management L.P. | 11,007 | $798.0K | 0.00% | +6,344+136.0% | Added |
| Cornercap Investment Counsel Inc | 10,743 | $778.8K | 0.38% | −144−1.3% | Reduced |
| RSM US Wealth Management LLC | 10,636 | $778.6K | 0.01% | −54−0.5% | Reduced |
| Moors & Cabot, Inc. | 10,731 | $777.9K | 0.03% | +190+1.8% | Added |
| HighPoint Advisor Group LLC | 10,661 | $772.8K | 0.02% | +10.0% | Added |
| New Mexico Educational Retirement Board | 10,650 | $772.0K | 0.02% | +300+2.9% | Added |
| Newbridge Financial Services Group, Inc. | 10,561 | $765.6K | 0.12% | +10,322+4,318.8% | Added |
| Parallel Advisors, LLC | 10,531 | $763.4K | 0.01% | +850+8.8% | Added |
| Great Lakes Advisors, LLC | 10,505 | $761.5K | 0.01% | −332−3.1% | Reduced |
| Bleakley Financial Group, LLC | 10,446 | $757.2K | 0.01% | +10,446 | New |
| Prudent Man Advisors, LLC | 10,418 | $755.2K | 0.27% | −14−0.1% | Reduced |
| Capital Fund Management S.A. | 10,369 | $751.6K | 0.01% | +10,369 | New |
| Lazard Asset Management LLC | 10,241 | $742.4K | 0.00% | −1,259−10.9% | Reduced |
| Rockland Trust Co | 10,119 | $733.5K | 0.03% | −4,902−32.6% | Reduced |
| Atria Investments LLC | 9,996 | $724.6K | 0.01% | +2,077+26.2% | Added |
| Norinchukin Bank, The | 9,965 | $722.4K | 0.01% | +85+0.9% | Added |
| Reaves W H & Co Inc | 9,924 | $719.4K | 0.01% | 00.0% | Unchanged |
| Allworth Financial LP | 9,916 | $718.8K | 0.00% | +54+0.5% | Added |
| Atlantic Union Bankshares Corp | 9,906 | $718.1K | 0.01% | +328+3.4% | Added |
| Pinnacle Financial Partners, Inc. | 9,822 | $712.0K | 0.01% | +9,822 | 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 |
| Evolve Private Wealth, LLC | 9,759 | $707.4K | 0.04% | +9,759 | New |
| Smith, Moore & Co. | 9,739 | $706.0K | 0.05% | +940+10.7% | Added |
| HB Wealth Management, LLC | 9,524 | $690.4K | 0.00% | +525+5.8% | Added |
| Pinebridge Investments LLC | 9,495 | $688.3K | 0.01% | +9,495 | New |
| Northwest & Ethical Investments L.P. | 9,387 | $687.1K | 0.02% | −1,022−9.8% | Reduced |
| Lighthouse Investment Partners, LLC | 9,448 | $684.9K | 0.02% | +9,448 | New |
| MUFG Securities EMEA plc | 9,446 | $684.7K | 0.01% | +5,041+114.4% | Added |
| EP Wealth Advisors, LLC | 9,290 | $673.4K | 0.00% | +9,290 | New |
| Banco Bilbao Vizcaya Argentaria, S.A. | 9,218 | $669.4K | 0.00% | −209−2.2% | Reduced |
| Amica Mutual Insurance Co | 9,181 | $666.0K | 0.06% | 00.0% | Unchanged |
| Crossmark Global Holdings, Inc. | 9,181 | $665.5K | 0.01% | −77−0.8% | Reduced |
| Pensionmark Financial Group, LLC | 9,106 | $660.1K | 0.01% | +3,824+72.4% | Added |
| Evergreen Capital Management LLC | 9,102 | $659.8K | 0.01% | +32+0.4% | Added |
| SBI Okasan Asset Management Co.Ltd. | 9,000 | $657.5K | 0.04% | +9,000 | New |
| National Pension Service | 9,062 | $656.9K | 0.00% | +3,035+50.4% | Added |
| Fairview Capital Investment Management, LLC | 9,000 | $652.4K | 0.03% | 00.0% | Unchanged |
| Hilltop Holdings Inc. | 8,990 | $651.6K | 0.04% | +142+1.6% | Added |
| CoreFirst Bank & Trust | 8,989 | $651.6K | 0.35% | −2,765−23.5% | Reduced |
| Caxton Associates LLP | 8,952 | $648.9K | 0.01% | +8,952 | New |
| BKD Wealth Advisors, LLC | 8,948 | $648.7K | 0.01% | +155+1.8% | Added |
| Verity Asset Management, Inc. | 8,926 | $647.1K | 0.28% | −1,224−12.1% | Reduced |
| USA Financial Portformulas Corp | 8,900 | $645.2K | 0.12% | −2,239−20.1% | Reduced |
| Prime Capital Investment Advisors, LLC | 8,846 | $641.3K | 0.01% | +40.0% | Added |
| Vident Advisory, LLC | 8,812 | $638.8K | 0.01% | −327−3.6% | Reduced |
| Moody National Bank Trust Division | 8,803 | $638.1K | 0.06% | −2,320−20.9% | Reduced |
| Everence Capital Management Inc | 8,550 | $620.0K | 0.04% | +4,830+129.8% | Added |
| Virtus ETF Advisers LLC | 8,525 | $618.0K | 0.29% | 00.0% | Unchanged |
| Modern Wealth Management, LLC | 8,525 | $618.0K | 0.01% | +599+7.6% | Added |
| Atomi Financial Group, Inc. | 8,472 | $614.1K | 0.02% | +498+6.2% | Added |
| Tower Research Capital LLC (TRC) | 8,449 | $612.5K | 0.01% | +5,114+153.3% | Added |
| Heartland Bank & Trust Co | 8,417 | $610.1K | 0.26% | −142−1.7% | Reduced |
| Callan Family Office, LLC | 8,295 | $601.3K | 0.01% | +2,631+46.5% | Added |
| AE Wealth Management LLC | 8,238 | $597.2K | 0.00% | +791+10.6% | Added |
| Johnson Investment Counsel Inc | 8,158 | $591.4K | 0.00% | 00.0% | Unchanged |
| We Are One Seven, LLC | 8,070 | $585.0K | 0.01% | +648+8.7% | Added |
| Syon Capital LLC | 8,043 | $583.0K | 0.03% | +449+5.9% | Added |
| Potomac Fund Management Inc | 8,011 | $580.7K | 0.02% | +10.0% | Added |
| Nicolet Bankshares Inc | 8,000 | $579.9K | 0.09% | 00.0% | Unchanged |
| Principal Securities, Inc. | 7,923 | $574.3K | 0.01% | −451−5.4% | Reduced |
| North Dakota State Investment Board | 7,894 | $572.2K | 0.02% | +7,894 | New |
| FineMark National Bank & Trust | 7,887 | $571.7K | 0.02% | +74+0.9% | Added |
| Sunbelt Securities, Inc. | 7,868 | $570.4K | 0.04% | −172−2.1% | Reduced |
| Empirical Finance, LLC | 7,824 | $567.2K | 0.03% | −339−4.2% | Reduced |
| Intrua Financial, LLC | 7,695 | $557.8K | 0.06% | −570−6.9% | Reduced |
| Aigen Investment Management, LP | 7,671 | $556.1K | 0.13% | +7,671 | New |
| Altfest L J & Co Inc | 7,659 | $555.2K | 0.06% | −3,842−33.4% | Reduced |
| Signaturefd, LLC | 7,635 | $553.5K | 0.01% | +669+9.6% | Added |
| Teacher Retirement System of Texas | 7,615 | $552.0K | 0.00% | −22,525−74.7% | Reduced |
| MQS Management LLC | 7,530 | $545.9K | 0.32% | +7,530 | New |
| Jeppson Wealth Management, LLC | 7,430 | $538.6K | 0.17% | +6+0.1% | Added |
| Inscription Capital, LLC | 7,356 | $533.2K | 0.05% | +72+1.0% | Added |
| Northwestern Mutual Investment Management Company, LLC | 7,355 | $533.2K | 0.01% | +20+0.3% | Added |
| Tokio Marine Asset Management Co Ltd | 7,325 | $531.0K | 0.02% | 00.0% | Unchanged |
| Metis Global Partners, LLC | 7,318 | $530.5K | 0.01% | −418−5.4% | Reduced |
| Benjamin Edwards Inc | 7,229 | $524.0K | 0.01% | +651+9.9% | Added |
| Gsa Capital Partners LLP | 7,232 | $524.0K | 0.05% | +7,232 | New |
| Ashton Thomas Private Wealth, LLC | 7,217 | $523.1K | 0.01% | +219+3.1% | Added |
| MainStreet Investment Advisors LLC | 7,212 | $522.8K | 0.08% | −475−6.2% | Reduced |
| Mattern Wealth Management LLC | 7,151 | $518.4K | 0.10% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 7,151 | $518.4K | 0.01% | −175−2.4% | Reduced |
| Blair William & Co | 7,116 | $515.8K | 0.00% | +476+7.2% | Added |
| Federation des caisses Desjardins du Quebec | 7,115 | $515.8K | 0.00% | +810+12.8% | Added |
| Novak & Powell Financial Services, Inc. | 7,102 | $514.8K | 0.27% | +65+0.9% | Added |
| National Asset Management, Inc. | 7,100 | $514.7K | 0.02% | −742−9.5% | Reduced |
| Ti-Trust, Inc | 7,047 | $510.8K | 0.32% | 00.0% | Unchanged |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 6,978 | $505.8K | 0.01% | +2,609+59.7% | Added |
| Coldstream Capital Management Inc | 6,936 | $502.8K | 0.01% | −536−7.2% | Reduced |
| Blueshift Asset Management, LLC | 6,903 | $500.4K | 0.14% | +6,903 | New |
| Wexford Capital LP | 6,838 | $495.7K | 0.13% | +6,838 | New |
| Aaron Wealth Advisors | 6,778 | $491.3K | 0.03% | +578+9.3% | Added |
| PensionDanmark Pensionsforsikringsaktieselskab | 6,660 | $482.8K | 0.00% | +6,660 | New |
| Coppell Advisory Solutions LLC | 6,583 | $481.9K | 0.05% | −167−2.5% | Reduced |
| 44 Wealth Management LLC | 6,639 | $481.2K | 0.16% | +87+1.3% | Added |