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 |
|---|---|---|---|---|---|
| Headlands Technologies LLC | 6,627 | $480.4K | 0.04% | +6,627 | New |
| Empowered Funds, LLC | 6,607 | $478.9K | 0.01% | −603−8.4% | Reduced |
| Oxford Asset Management LLP | 6,561 | $475.6K | 0.17% | +6,561 | New |
| IFG Advisory, LLC | 6,525 | $473.0K | 0.02% | −18−0.3% | Reduced |
| Kingsview Wealth Management, LLC | 6,458 | $468.1K | 0.01% | +2,549+65.2% | Added |
| Stephenson National Bank & Trust | 6,448 | $467.4K | 0.13% | −812−11.2% | Reduced |
| Waterfront Wealth Inc. | 6,067 | $464.4K | 0.09% | 00.0% | Unchanged |
| R Squared Ltd | 6,376 | $462.2K | 0.22% | +6,376 | New |
| Global Retirement Partners, LLC | 6,373 | $462.0K | 0.01% | +3,804+148.1% | Added |
| Kestra Private Wealth Services, LLC | 6,349 | $460.2K | 0.01% | −219−3.3% | Reduced |
| GoalVest Advisory LLC | 6,264 | $454.1K | 0.09% | +1,005+19.1% | Added |
| Laird Norton Trust Company, LLC | 6,243 | $452.6K | 0.01% | +6,243 | New |
| Securian Asset Management, Inc | 6,205 | $449.8K | 0.02% | −4,818−43.7% | Reduced |
| MUFG Securities Americas Inc. | 6,202 | $449.6K | 0.03% | −4−0.1% | Reduced |
| JMN Financial LLC | 6,154 | $446.1K | 0.44% | +6,154 | New |
| Merit Financial Group, LLC | 6,137 | $444.9K | 0.00% | +347+6.0% | Added |
| Evoke Wealth, LLC | 6,109 | $442.9K | 0.01% | −1,261−17.1% | Reduced |
| Gentry Private Wealth, LLC | 6,098 | $442.0K | 0.28% | +1,005+19.7% | Added |
| V-Square Quantitative Management LLC | 6,061 | $439.4K | 0.05% | +6,061 | New |
| SRS Capital Advisors, Inc. | 6,059 | $439.2K | 0.01% | −4,164−40.7% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 6,057 | $439.1K | 0.03% | 00.0% | Unchanged |
| CWA Asset Management Group, LLC | 5,926 | $429.6K | 0.02% | −29,089−83.1% | Reduced |
| AlphaStar Capital Management, LLC | 5,913 | $428.6K | 0.03% | +1,216+25.9% | Added |
| Robeco Institutional Asset Management B.V. | 5,862 | $424.9K | 0.00% | −41,984−87.7% | Reduced |
| NBC Securities, Inc. | 5,860 | $424.8K | 0.03% | −1,090−15.7% | Reduced |
| Magnetar Financial LLC | 5,821 | $422.0K | 0.00% | +5,821 | New |
| Uncommon Cents Investing LLC | 5,810 | $421.2K | 0.10% | −30−0.5% | Reduced |
| Financial Advisory Service, Inc. | 5,767 | $418.1K | 0.03% | +32+0.6% | Added |
| Bayforest Capital Ltd | 5,747 | $416.6K | 0.31% | +4,202+272.0% | Added |
| Storgate, LLC | 5,737 | $415.9K | 0.34% | +5,737 | New |
| Warren Averett Asset Management, LLC | 5,697 | $413.0K | 0.00% | +5,697 | New |
| NorthCrest Asset Manangement, LLC | 5,710 | $412.9K | 0.01% | −366−6.0% | Reduced |
| Advyzon Investment Management, LLC | 5,619 | $407.3K | 0.05% | +554+10.9% | Added |
| Krilogy Financial LLC | 5,309 | $406.6K | 0.01% | +33+0.6% | Added |
| Savant Capital, LLC | 5,539 | $401.5K | 0.00% | −369−6.2% | Reduced |
| Naples Global Advisors, LLC | 5,514 | $399.7K | 0.03% | −111−2.0% | Reduced |
| STRS Ohio | 5,514 | $399.7K | 0.00% | +10+0.2% | Added |
| Schulhoff & Co Inc | 5,500 | $398.7K | 0.17% | 00.0% | Unchanged |
| AlphaCore Capital LLC | 5,422 | $393.0K | 0.01% | +2,053+60.9% | Added |
| Tocqueville Asset Management L.P. | 5,408 | $392.0K | 0.01% | +8+0.1% | Added |
| Apollon Financial, LLC | 5,378 | $389.9K | 0.06% | +570+11.9% | Added |
| Arkadios Wealth Advisors | 5,375 | $389.6K | 0.01% | +5,375 | New |
| Balboa Wealth Partners | 5,366 | $389.0K | 0.06% | +10.0% | Added |
| Vista Investment Partners LLC | 5,358 | $388.4K | 0.10% | 00.0% | Unchanged |
| Anchyra Partners LLC | 5,270 | $382.0K | 0.12% | +5,270 | New |
| Panagora Asset Management Inc | 5,183 | $375.7K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 5,062 | $366.9K | 0.00% | +363+7.7% | Added |
| Keating Financial Advisory Services, Inc. | 5,010 | $363.2K | 0.05% | +5,010 | New |
| Virtu Financial LLC | 4,967 | $360.0K | 0.01% | +4,967 | New |
| Garner Asset Management Corp | 4,957 | $359.3K | 0.14% | 00.0% | Unchanged |
| Meiji Yasuda Asset Management Co Ltd. | 4,926 | $357.1K | 0.02% | +50+1.0% | Added |
| Baker Avenue Asset Management, LP | 4,905 | $355.6K | 0.01% | +933+23.5% | Added |
| Intrust Bank NA | 4,871 | $353.1K | 0.03% | 00.0% | Unchanged |
| Keystone Financial Group | 4,822 | $349.5K | 0.03% | +450+10.3% | Added |
| Ballentine Partners, LLC | 4,786 | $346.9K | 0.00% | +439+10.1% | Added |
| Aptus Capital Advisors, LLC | 4,784 | $346.8K | 0.00% | +50+1.1% | Added |
| Garrett Investment Advisors LLC | 4,776 | $346.2K | 0.03% | −54−1.1% | Reduced |
| Central Trust Co | 4,766 | $345.5K | 0.01% | −308−6.1% | Reduced |
| Simplicity Wealth,LLC | 4,716 | $341.9K | 0.02% | −88−1.8% | Reduced |
| Independent Advisor Alliance | 4,688 | $339.8K | 0.01% | +72+1.6% | Added |
| MidWestOne Financial Group, Inc. | 4,680 | $339.3K | 0.04% | −90−1.9% | Reduced |
| Greenleaf Trust | 4,671 | $338.6K | 0.00% | +804+20.8% | Added |
| Equitable Holdings, Inc. | 4,664 | $338.1K | 0.00% | +106+2.3% | Added |
| Triad Wealth Partners, LLC | 4,599 | $333.4K | 0.03% | +184+4.2% | Added |
| Kentucky Trust Co | 4,581 | $332.1K | 0.18% | −5−0.1% | Reduced |
| Integris Wealth Management, LLC | 4,570 | $331.3K | 0.08% | 00.0% | Unchanged |
| Sagewood Asset Management LP | 4,568 | $331.1K | 0.12% | +4,568 | New |
| Vaughan David Investments LLC | 4,548 | $330.0K | 0.01% | 00.0% | Unchanged |
| Walker Asset Management, LLC | 4,534 | $328.7K | 0.18% | +34+0.8% | Added |
| Walleye Trading LLC | 4,484 | $325.0K | 0.01% | −12,246−73.2% | Reduced |
| Brown Brothers Harriman & Co | 4,477 | $324.5K | 0.00% | +1,053+30.8% | Added |
| Cura Wealth Advisors, LLC | 4,421 | $320.5K | 0.12% | +4,421 | New |
| AlphaGrep UK Ltd | 4,416 | $320.1K | 0.11% | +4,416 | New |
| denkapparat Operations GmbH | 4,374 | $317.1K | 0.17% | +4,374 | New |
| Kingdom Financial Group LLC. | 4,334 | $314.2K | 0.10% | +4,334 | New |
| Wedmont Private Capital | 4,332 | $314.1K | 0.01% | −112−2.5% | Reduced |
| Canada Post Corp Registered Pension Plan | 4,325 | $313.5K | 0.01% | +1,220+39.3% | Added |
| KCM Investment Advisors LLC | 4,323 | $313.4K | 0.01% | +1,218+39.2% | Added |
| Meritage Portfolio Management | 4,321 | $313.2K | 0.02% | −37,027−89.5% | Reduced |
| Artisan Partners Limited Partnership | 4,308 | $312.3K | 0.00% | 00.0% | Unchanged |
| Ritholtz Wealth Management | 4,305 | $312.1K | 0.01% | +5+0.1% | Added |
| Providence Financial Advisors, LLC | 4,301 | $311.8K | 0.31% | +4,301 | New |
| Atom Investors LP | 4,251 | $308.2K | 0.02% | +4,251 | New |
| Mather Group, LLC. | 4,246 | $307.8K | 0.00% | 00.0% | Unchanged |
| Eastern Bank | 4,232 | $306.8K | 0.01% | 00.0% | Unchanged |
| Sound Stewardship, LLC | 4,232 | $306.8K | 0.15% | 00.0% | Unchanged |
| PFG Investments, LLC | 4,209 | $305.1K | 0.01% | −241−5.4% | Reduced |
| Probity Advisors, Inc. | 4,158 | $301.4K | 0.05% | −108−2.5% | Reduced |
| Golden State Equity Partners | 4,156 | $301.3K | 0.05% | −216−4.9% | Reduced |
| Valeo Financial Advisors, LLC | 4,131 | $299.5K | 0.01% | −860−17.2% | Reduced |
| Blackhawk Capital Partners LLC. | 4,120 | $298.7K | 0.11% | +271+7.0% | Added |
| Sowell Financial Services LLC | 4,086 | $296.2K | 0.01% | +168+4.3% | Added |
| Transcend Wealth Collective, LLC | 4,069 | $295.0K | 0.02% | −13−0.3% | Reduced |
| Custom Index Systems, LLC | 4,065 | $294.7K | 0.13% | −1,425−26.0% | Reduced |
| Black Diamond Financial, LLC | 4,065 | $294.7K | 0.03% | 00.0% | Unchanged |
| Aviva PLC | 4,041 | $292.9K | 0.00% | 00.0% | Unchanged |
| Sym Financial Corp | 4,038 | $292.7K | 0.03% | +14+0.3% | Added |
| D.A. Davidson & Co. | 4,018 | $291.3K | 0.00% | +14+0.3% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 3,999 | $291.0K | 0.00% | +3,941+6,794.8% | Added |
| Cresset Asset Management, LLC | 3,997 | $289.8K | 0.00% | −186−4.4% | Reduced |