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 |
|---|---|---|---|---|---|
| Alpha Family Trust | 3,970 | $287.8K | 0.13% | 00.0% | Unchanged |
| Miracle Mile Advisors, LLC | 3,920 | $284.2K | 0.00% | +148+3.9% | Added |
| Kavar Capital Partners Group, LLC | 3,915 | $283.8K | 0.04% | +12+0.3% | Added |
| Legacy Financial Strategies, LLC | 3,893 | $282.2K | 0.05% | 00.0% | Unchanged |
| Apollon Wealth Management, LLC | 3,877 | $281.1K | 0.00% | +100+2.6% | Added |
| Northland Securities, Inc. | 3,873 | $280.8K | 0.27% | +3,873 | New |
| Bank & Trust Co | 3,809 | $276.1K | 0.19% | 00.0% | Unchanged |
| Texas Capital Bank Wealth Management Services Inc | 3,783 | $274.2K | 0.02% | +2+0.1% | Added |
| Leo Wealth, LLC | 3,770 | $273.3K | 0.02% | −7−0.2% | Reduced |
| Cornerstone Wealth Management, LLC | 3,762 | $272.7K | 0.01% | +18+0.5% | Added |
| First National Advisers, LLC | 3,761 | $272.6K | 0.04% | 00.0% | Unchanged |
| WESPAC Advisors, LLC | 3,749 | $271.8K | 0.15% | −9,852−72.4% | Reduced |
| Texas Yale Capital Corp. | 3,743 | $271.3K | 0.01% | 00.0% | Unchanged |
| Wedbush Securities Inc | 3,738 | $271.0K | 0.01% | +3,738 | New |
| Smith Chas P & Associates Pa Cpas | 3,735 | $270.8K | 0.01% | 00.0% | Unchanged |
| Kimelman & Baird, LLC | 3,734 | $270.7K | 0.02% | −297−7.4% | Reduced |
| Trust Co of Kansas | 3,726 | $270.0K | 0.12% | −120−3.1% | Reduced |
| Massmutual Trust Co FSB | 3,702 | $268.4K | 0.01% | −142−3.7% | Reduced |
| Citizens Financial Group Inc | 3,658 | $265.2K | 0.00% | −22−0.6% | Reduced |
| Gradient Investments LLC | 3,653 | $264.8K | 0.00% | −30−0.8% | Reduced |
| TCW Group Inc | 3,611 | $261.8K | 0.00% | +3,611 | New |
| Tradewinds, LLC. | 3,603 | $261.2K | 0.06% | −9−0.2% | Reduced |
| Kera Capital Partners, Inc. | 3,396 | $260.6K | 0.03% | +3,396 | New |
| Advisory Alpha, LLC | 3,519 | $255.1K | 0.01% | +219+6.6% | Added |
| Tema ETFs LLC | 3,494 | $253.3K | 0.02% | −8−0.2% | Reduced |
| Caitong International Asset Management Co., Ltd | 3,490 | $253.0K | 0.06% | +3,354+2,466.2% | Added |
| Summit Financial, LLC | 3,483 | $252.5K | 0.00% | +82+2.4% | Added |
| Wealth Alliance Advisory Group, LLC | 3,423 | $248.1K | 0.04% | +328+10.6% | Added |
| Holistic Planning, LLC | 3,420 | $247.9K | 0.05% | +3,420 | New |
| Longboard Asset Management, LP | 3,396 | $246.2K | 1.57% | 00.0% | Unchanged |
| Bessemer Group Inc | 3,382 | $246.0K | 0.00% | +58+1.7% | Added |
| KC Investment Advisors, LLC | 3,366 | $244.0K | 0.06% | +3,366 | New |
| Brown Advisory Inc | 3,334 | $241.7K | 0.00% | +314+10.4% | Added |
| Frec Markets, Inc. | 3,306 | $239.7K | 0.07% | +3,306 | New |
| Glenview Trust Co | 3,300 | $239.2K | 0.00% | −751−18.5% | Reduced |
| Avantra Family Wealth, Inc. | 3,296 | $238.9K | 0.17% | +63+1.9% | Added |
| Quent Capital, LLC | 3,288 | $238.4K | 0.02% | +42+1.3% | Added |
| Journey Strategic Wealth LLC | 3,270 | $237.1K | 0.01% | +160+5.1% | Added |
| Commerzbank Aktiengesellschaft | 3,239 | $235.0K | 0.00% | 00.0% | Unchanged |
| Prelude Capital Management, LLC | 3,230 | $234.1K | 0.02% | −12,318−79.2% | Reduced |
| Sagespring Wealth Partners, LLC | 3,150 | $228.3K | 0.00% | +43+1.4% | Added |
| Phoenix Wealth Advisors | 3,150 | $228.3K | 0.09% | −114−3.5% | Reduced |
| Steward Partners Investment Advisory, LLC | 3,122 | $226.3K | 0.00% | +109+3.6% | Added |
| Guyasuta Investment Advisors Inc | 3,115 | $225.8K | 0.01% | 00.0% | Unchanged |
| Stirlingshire Investments, Inc. | 3,108 | $225.3K | 0.20% | +3,108 | New |
| Crestwood Advisors Group LLC | 3,108 | $225.3K | 0.00% | +3,108 | New |
| Larson Financial Group LLC | 3,104 | $225.0K | 0.01% | +210+7.3% | Added |
| Ameritas Advisory Services, LLC | 3,079 | $223.2K | 0.01% | +1,317+74.7% | Added |
| Bedel Financial Consulting, Inc. | 3,076 | $223.0K | 0.02% | 00.0% | Unchanged |
| Clearwater Capital Advisors, LLC | 3,074 | $222.8K | 0.02% | 00.0% | Unchanged |
| Hager Investment Management Services, LLC | 3,060 | $221.8K | 0.12% | −250−7.6% | Reduced |
| Barnes Wealth Management Group, Inc | 3,051 | $221.2K | 0.12% | −10−0.3% | Reduced |
| Horizon Investment Services, LLC | 3,019 | $218.9K | 0.08% | +3,019 | New |
| Armistice Capital, LLC | 3,019 | $218.8K | 0.01% | +3,019 | New |
| Ifrah Financial Services, Inc. | 3,008 | $218.1K | 0.06% | −104−3.3% | Reduced |
| Washington Trust Bank | 3,000 | $217.5K | 0.02% | 00.0% | Unchanged |
| CX Institutional | 2,927 | $212.0K | 0.01% | +407+16.2% | Added |
| Interchange Capital Partners, LLC | 2,916 | $211.4K | 0.04% | +2,916 | New |
| Burton Enright Welch | 2,912 | $211.1K | 0.03% | −38−1.3% | Reduced |
| NewEdge Wealth, LLC | 2,868 | $207.9K | 0.00% | +2,868 | New |
| CFS Investment Advisory Services, LLC | 2,865 | $207.7K | 0.02% | −10.0% | Reduced |
| Capital Performance Advisors LLP | 2,809 | $203.6K | 0.01% | +17+0.6% | Added |
| Westover Capital Advisors, LLC | 2,800 | $203.0K | 0.04% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 2,800 | $203.0K | 0.04% | 00.0% | Unchanged |
| First National Bank of Omaha | 2,744 | $200.9K | 0.01% | +2,744 | New |
| IFP Advisors, Inc | 2,752 | $199.5K | 0.00% | −1,179−30.0% | Reduced |
| Smartleaf Asset Management LLC | 2,653 | $194.2K | 0.01% | −232−8.0% | Reduced |
| Versant Capital Management, Inc | 2,645 | $191.7K | 0.02% | +340+14.8% | Added |
| Geneos Wealth Management Inc. | 2,563 | $185.8K | 0.00% | +3+0.1% | Added |
| Danske Bank A/S | 2,500 | $181.2K | 0.00% | −1,500−37.5% | Reduced |
| Quarry LP | 2,349 | $170.3K | 0.03% | +1,714+269.9% | Added |
| Motiv8 Investments LLC | 2,346 | $170.0K | 0.09% | +2,346 | New |
| HHM Wealth Advisors, LLC | 2,074 | $150.3K | 0.02% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 2,060 | $149.3K | 0.00% | −112−5.2% | Reduced |
| EverSource Wealth Advisors, LLC | 1,973 | $143.0K | 0.01% | −366−15.6% | Reduced |
| SageView Advisory Group, LLC | 1,964 | $142.4K | 0.00% | +1,964 | New |
| Trust Co of Vermont | 1,870 | $135.6K | 0.01% | 00.0% | Unchanged |
| Bokf, NA | 1,813 | $131.4K | 0.00% | −20,772−92.0% | Reduced |
| Tradewinds Capital Management, LLC | 1,800 | $130.5K | 0.03% | 00.0% | Unchanged |
| Aster Capital Management (DIFC) Ltd | 1,686 | $122.2K | 0.05% | +1,686 | New |
| Quadrant Capital Group LLC | 1,680 | $121.8K | 0.00% | +46+2.8% | Added |
| Optima Capital LLC | 1,671 | $121.1K | 0.05% | +1,671 | New |
| MAI Capital Management | 1,644 | $119.2K | 0.00% | +717+77.3% | Added |
| Addison Advisors LLC | 1,624 | $117.7K | 0.03% | +51+3.2% | Added |
| Tucker Asset Management LLC | 1,550 | $112.4K | 0.03% | +1,550 | New |
| Creative Capital Management Investments LLC | 1,501 | $108.8K | 0.03% | 00.0% | Unchanged |
| Avanza Fonder AB | 1,495 | $108.4K | 0.00% | +1,495 | New |
| Harbour Investments, Inc. | 1,463 | $106.1K | 0.00% | −74−4.8% | Reduced |
| Siemens Fonds Invest GmbH | 1,411 | $103.3K | 0.01% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 1,418 | $102.8K | 0.00% | +162+12.9% | Added |
| Westside Investment Management, Inc. | 1,384 | $100.4K | 0.02% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 1,268 | $91.9K | 0.01% | 00.0% | Unchanged |
| Hilltop National Bank | 1,267 | $91.8K | 0.02% | 00.0% | Unchanged |
| Spire Wealth Management | 1,240 | $89.9K | 0.00% | −6−0.5% | Reduced |
| Y.D. More Investments Ltd | 1,234 | $89.5K | 0.00% | −394−24.2% | Reduced |
| First Command Advisory Services, Inc. | 1,225 | $88.8K | 0.00% | 00.0% | Unchanged |
| Friedenthal Financial | 1,194 | $86.6K | 0.04% | +1,194 | New |
| Rocky Mountain Advisers, LLC | 1,189 | $86.2K | 0.02% | +392+49.2% | Added |
| Key Capital Management, INC | 1,180 | $85.5K | 0.08% | +1,180 | New |
| Cary Street Partner Investment Advisory LLC | 1,163 | $84.3K | 0.02% | +184+18.8% | Added |