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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, Q1 2026

Institutional positions in Evergy, Inc. as of Mar 31, 2026. 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
924
+15 vs. Q4 2025
Shares held
214.7M
+32.9M (+18.1%) vs. Q4 2025
Total value
$17.6B
+$4.40B (+33.4%) vs. Q4 2025
New holders
106
356 more added
Sold out
91
278 more reduced

16 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 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.

Institutional holdersQ1 2026: 924 institutions
Q1 2021: 586 institutionsQ2 2021: 581 institutionsQ3 2021: 593 institutionsQ4 2021: 633 institutionsQ1 2022: 641 institutionsQ2 2022: 640 institutionsQ3 2022: 651 institutionsQ4 2022: 686 institutionsQ1 2023: 654 institutionsQ2 2023: 664 institutionsQ3 2023: 663 institutionsQ4 2023: 706 institutionsQ1 2024: 693 institutionsQ2 2024: 702 institutionsQ3 2024: 722 institutionsQ4 2024: 776 institutionsQ1 2025: 821 institutionsQ2 2025: 821 institutionsQ3 2025: 854 institutionsQ4 2025: 925 institutionsQ1 2026: 924 institutionsQ2 2026: 948 institutions
Value heldQ1 2026: $17.6B
Q1 2021: $11.3BQ2 2021: $11.9BQ3 2021: $12.3BQ4 2021: $13.7BQ1 2022: $13.0BQ2 2022: $12.5BQ3 2022: $11.4BQ4 2022: $12.0BQ1 2023: $11.8BQ2 2023: $11.1BQ3 2023: $9.73BQ4 2023: $10.5BQ1 2024: $10.4BQ2 2024: $10.4BQ3 2024: $12.3BQ4 2024: $12.5BQ1 2025: $13.9BQ2 2025: $14.3BQ3 2025: $16.3BQ4 2025: $15.4BQ1 2026: $17.6BQ2 2026: $18.8B
Institutions holding EVRG and their total value by quarter
QuarterHoldersValue
Q2 2026948$18.8B
Q1 2026924$17.6B
Q4 2025925$15.4B
Q3 2025854$16.3B
Q2 2025821$14.3B
Q1 2025821$13.9B
Q4 2024776$12.5B
Q3 2024722$12.3B
Q2 2024702$10.4B
Q1 2024693$10.4B
Q4 2023706$10.5B
Q3 2023663$9.73B
Q2 2023664$11.1B
Q1 2023654$11.8B
Q4 2022686$12.0B
Q3 2022651$11.4B
Q2 2022640$12.5B
Q1 2022641$13.0B
Q4 2021633$13.7B
Q3 2021593$12.3B
Q2 2021581$11.9B
Q1 2021586$11.3B

Institutions, Q1 2026

Shares, value and share of portfolio for each institution holding Evergy, Inc.; share changes are against Q4 2025.

Institutions holding EVRG in Q1 2026
InstitutionSharesValue% of portfolioChange in sharesAction
Winthrop Capital Management, LLC5$00.00%00.0%Unchanged
Loomis Sayles & Co L P1$500.00%00.0%Unchanged
Rakuten Securities, Inc.1$820.00%−30−96.8%Reduced
Leonteq Securities AG1$820.00%−21−95.5%Reduced
Quaker Wealth Management, LLC1$820.00%00.0%Unchanged
Arcadia Investment Management Corp2$1640.00%00.0%Unchanged
High Note Wealth, LLC2$1640.00%00.0%Unchanged
Napier Financial, LLC2$1640.00%+2New
Principia Wealth Advisory, LLC3$2460.00%00.0%Unchanged
Raffa Wealth Management, LLC3$2460.00%+3New
Curio Wealth, LLC3$2460.00%+3New
West Branch Capital LLC4$3280.00%00.0%Unchanged
Harbor Investment Advisory, LLC4$3280.00%+4New
Tidemark, LLC4$3280.00%+4New
Nvest Wealth Strategies, Inc.4$3280.00%+4New
Creative Financial Designs Inc5$4100.00%00.0%Unchanged
E Fund Management (Hong Kong) Co., Ltd.6$4920.00%00.0%Unchanged
NorthAvenue LLC6$4920.00%00.0%Unchanged
Salem Investment Counselors Inc6$4920.00%+6New
Nemes Rush Group LLC7$5730.00%00.0%Unchanged
Sunrise Financial Services, LLC7$5730.00%00.0%Unchanged
First Pacific Financial7$5740.00%+7New
Bullock Wealth Management Group7$5830.00%00.0%Unchanged
Walleye Capital LLC8$6550.00%−1,083−99.3%Reduced
HFM Investment Advisors, LLC9$7370.00%00.0%Unchanged
1015 Capital Partners, LLC9$7370.00%00.0%Unchanged
WestEnd Advisors, LLC10$8190.00%00.0%Unchanged
NVWM, LLC10$8190.00%00.0%Unchanged
Orion Capital Management LLC10$8190.00%00.0%Unchanged
Portus Wealth Advisors, LLC10$8190.00%+10New
Intentional Wealth Strategies, LLC10$8190.00%+10New
American Capital Advisory, LLC11$9020.00%+10+1,000.0%Added
USA Financial Portformulas Corp12$9830.00%−8,888−99.9%Reduced
S&T Bank12$9830.00%00.0%Unchanged
Highline Wealth Partners LLC13$1.06K0.00%00.0%Unchanged
Caitlin John, LLC13$1.07K0.00%00.0%Unchanged
Clark Wealth Partners14$1.15K0.00%00.0%Unchanged
Vermillion Wealth Management, Inc.16$1.31K0.00%+16New
Osbon Capital Management LLC17$1.39K0.00%00.0%Unchanged
Benson Wealth Management INC17$1.39K0.00%00.0%Unchanged
Whipplewood Advisors, LLC18$1.48K0.00%+18New
Signature Resources Capital Management, LLC19$1.56K0.00%00.0%Unchanged
JPL Wealth Management, LLC20$1.64K0.00%+20New
Brown, Lisle/Cummings, Inc.21$1.72K0.00%00.0%Unchanged
DiNuzzo Private Wealth, Inc.21$1.72K0.00%00.0%Unchanged
Sankala Group LLC22$1.79K0.00%00.0%Unchanged
Ankerstar Wealth, LLC24$1.97K0.00%00.0%Unchanged
Ogorek Anthony Joseph27$2.00K0.00%00.0%Unchanged
Rialto Wealth Management, LLC25$2.05K0.00%+9+56.3%Added
Kilter Group LLC26$2.13K0.00%00.0%Unchanged
Abound Wealth Management27$2.25K0.00%+27Added
Bay Harbor Wealth Management, LLC28$2.29K0.00%+6+27.3%Added
First Horizon Corp31$2.54K0.00%00.0%Unchanged
TFC Financial Management33$2.70K0.00%00.0%Unchanged
Arlington Trust Co LLC36$2.95K0.00%+36New
Torren Management, LLC37$3.02K0.00%−51−58.0%Reduced
Boreal Capital Management LLC37$3.03K0.00%+37Added
Clear Street Markets LLC38$3.11K0.00%−303−88.9%Reduced
Bartlett & Co. Wealth Management LLC38$3.12K0.00%+2+5.6%Added
Purpose Unlimited Inc.39$3.19K0.00%−79−66.9%Reduced
Clayton Financial Group LLC39$3.19K0.00%00.0%Unchanged
Olistico Wealth, LLC41$3.36K0.00%00.0%Unchanged
Cornerstone Planning Group LLC42$3.36K0.00%+1+2.4%Added
Basepoint Wealth LLC43$3.56K0.00%00.0%Unchanged
Park Place Capital Corp50$4.10K0.00%−14−21.9%Reduced
J.Safra Asset Management Corp50$4.10K0.00%00.0%Unchanged
Cornerstone Financial Management LLC51$4.18K0.00%+6+13.3%Added
Financial Consulate, Inc52$4.26K0.00%+4+8.3%Added
Signature Equity Partners, LLC55$4.51K0.00%00.0%Unchanged
Retirement Wealth Solutions LLC55$4.51K0.00%+22+66.7%Added
Insight Financial Services57$4.67K0.00%00.0%Unchanged
Salomon & Ludwin, LLC57$4.72K0.00%00.0%Unchanged
Kayne Anderson Rudnick Investment Management LLC58$4.78K0.00%00.0%Unchanged
GHP Investment Advisors, Inc.61$5.00K0.00%+1+1.7%Added
South State Corp.64$5.24K0.00%00.0%Unchanged
Financial Management Professionals, Inc.65$5.33K0.00%00.0%Unchanged
Prestige Wealth Management Group LLC65$5.33K0.00%00.0%Unchanged
Armstrong Advisory Group, Inc67$5.49K0.00%00.0%Unchanged
POM Investment Strategies, LLC72$5.90K0.01%00.0%Unchanged
JNBA Financial Advisors73$5.98K0.00%00.0%Unchanged
Colonial Trust Co78$6.39K0.00%+33+73.3%Added
Elevated Capital Advisors, LLC80$6.55K0.00%00.0%Unchanged
ZRC Wealth Management, LLC81$6.64K0.00%+39+92.9%Added
Innovative Asset Advisors Group, LLC84$6.88K0.00%+84New
Bellevue Asset Management, LLC85$7.04K0.00%00.0%Unchanged
Millstone Evans Group, LLC88$7.21K0.00%+40+83.3%Added
Kemnay Advisory Services Inc.90$7.37K0.00%+90New
CGC Financial Services, LLC98$8.03K0.00%00.0%Unchanged
New England Capital Financial Advisors LLC100$8.19K0.00%00.0%Unchanged
Advantage Trust Co100$8.19K0.00%00.0%Unchanged
Annis Gardner Whiting Capital Advisors, LLC101$8.27K0.00%+9+9.8%Added
Synergy Investment Management, LLC101$8.28K0.00%+101New
MCF Advisors LLC103$8.44K0.00%00.0%Unchanged
Ritter Daniher Financial Advisory LLC109$8.93K0.00%00.0%Unchanged
TSFG, LLC113$9.00K0.00%00.0%Unchanged
McGuire Capital Advisors Inc111$9.11K0.01%00.0%Unchanged
Gen-Wealth Partners Inc112$9.18K0.00%+5+4.7%Added
Clearstead Advisors, LLC112$9.18K0.00%−749−87.0%Reduced
Dunhill Financial, LLC112$9.19K0.00%00.0%Unchanged
SJS Investment Consulting Inc.113$9.26K0.00%00.0%Unchanged