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.
| 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, Q1 2026
Shares, value and share of portfolio for each institution holding Evergy, Inc.; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Aspect Partners, LLC | 119 | $9.75K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 119 | $9.75K | 0.00% | −13−9.8% | Reduced |
| JFS Wealth Advisors, LLC | 123 | $10.1K | 0.00% | −31−20.1% | Reduced |
| Steigerwald, Gordon & Koch Inc. | 125 | $10.2K | 0.00% | −125−50.0% | Reduced |
| Twin Peaks Wealth Advisors, LLC | 131 | $10.7K | 0.00% | +131 | New |
| Global X Japan Co., Ltd. | 136 | $11.1K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 136 | $11.1K | 0.00% | +93+216.3% | Added |
| Paladin Advisory Group, LLC | 145 | $11.9K | 0.01% | 00.0% | Unchanged |
| Wall Street Financial Group, Inc. | 146 | $12.0K | 0.01% | +146 | New |
| Hollencrest Capital Management | 146 | $12.0K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 149 | $12.0K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 147 | $12.0K | 0.00% | +30+25.6% | Added |
| Raleigh Capital Management Inc. | 154 | $12.6K | 0.00% | +1+0.7% | Added |
| North Star Investment Management Corp. | 155 | $12.7K | 0.00% | +5+3.3% | Added |
| Owl Creek Wealth Partners LLC | 155 | $12.7K | 0.00% | +155 | New |
| Sachetta, LLC | 162 | $13.3K | 0.01% | +143+752.6% | Added |
| Fortitude Family Office, LLC | 163 | $13.4K | 0.00% | +68+71.6% | Added |
| Flagship Wealth Advisors, LLC | 200 | $13.8K | 0.01% | 00.0% | Unchanged |
| Beacon Investment Advisory Services, Inc. | 169 | $13.8K | 0.00% | +169 | New |
| Pin Oak Investment Advisors Inc | 165 | $14.0K | 0.01% | −165−50.0% | Reduced |
| Bank of New Hampshire | 179 | $14.7K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 184 | $15.0K | 0.00% | +14+8.2% | Added |
| Elequin Capital LP | 189 | $15.5K | 0.00% | −267−58.6% | Reduced |
| Princeton Global Asset Management LLC | 195 | $16.0K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 198 | $16.2K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 208 | $17.0K | 0.00% | +54+35.1% | Added |
| WPG Advisers, LLC | 216 | $17.7K | 0.01% | −187−46.4% | Reduced |
| Manchester Capital Management LLC | 218 | $17.9K | 0.00% | +58+36.3% | Added |
| Evermay Wealth Management LLC | 220 | $18.0K | 0.00% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 226 | $18.5K | 0.01% | 00.0% | Unchanged |
| Covestor Ltd | 249 | $20.0K | 0.01% | −74−22.9% | Reduced |
| Farmers & Merchants Trust Co of Chambersburg PA | 250 | $20.0K | 0.01% | 00.0% | Unchanged |
| Consultiva Wealth Management, Corp. | 250 | $20.5K | 0.06% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 259 | $21.0K | 0.00% | −3−1.1% | Reduced |
| Private Wealth Management Group, LLC | 260 | $21.3K | 0.01% | 00.0% | Unchanged |
| Essential Partners LLC | 266 | $21.8K | 0.01% | 00.0% | Unchanged |
| EFG International AG | 266 | $21.8K | 0.00% | +266 | New |
| Mark Sheptoff Financial Planning, LLC | 269 | $22.0K | 0.01% | 00.0% | Unchanged |
| Rossby Financial, LCC | 268 | $22.1K | 0.00% | +54+25.2% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 281 | $23.0K | 0.00% | +29+11.5% | Added |
| Valley National Advisers Inc | 301 | $24.0K | 0.00% | −3−1.0% | Reduced |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 299 | $24.5K | 0.01% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 300 | $24.6K | 0.00% | 00.0% | Unchanged |
| Lavaca Capital LLC | 300 | $24.6K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 304 | $24.9K | 0.01% | 00.0% | Unchanged |
| Bayban | 310 | $25.4K | 0.02% | 00.0% | Unchanged |
| Red Tortoise LLC | 312 | $25.6K | 0.01% | 00.0% | Unchanged |
| Ameriflex Group, Inc. | 322 | $26.4K | 0.01% | 00.0% | Unchanged |
| CNB Bank | 324 | $26.5K | 0.01% | 00.0% | Unchanged |
| Smithfield Trust Co | 345 | $28.0K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 342 | $28.0K | 0.00% | +3+0.9% | Added |
| SHP Wealth Management | 345 | $28.3K | 0.00% | +21+6.5% | Added |
| MidFirst Bank | 350 | $28.7K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 352 | $28.8K | 0.02% | 00.0% | Unchanged |
| City Holding Co | 358 | $29.3K | 0.00% | 00.0% | Unchanged |
| Burk Holdings LLC | 363 | $29.7K | 0.01% | +363 | New |
| Atlantic Trust, LLC | 381 | $31.2K | 0.01% | 00.0% | Unchanged |
| Roxbury Financial LLC | 396 | $32.4K | 0.03% | +4+1.0% | Added |
| RWM Asset Management, LLC | 423 | $34.7K | 0.00% | +423 | New |
| Zions Bancorporation, National Association | 425 | $34.8K | 0.00% | −270−38.8% | Reduced |
| Ares Financial Consulting, LLC | 430 | $35.4K | 0.03% | +330+330.0% | Added |
| Prosperity Bancshares Inc | 443 | $36.3K | 0.03% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 451 | $36.9K | 0.00% | +2+0.4% | Added |
| Bravera Wealth | 461 | $37.8K | 0.02% | +47+11.4% | Added |
| Ancora Advisors, LLC | 463 | $37.9K | 0.00% | +2+0.4% | Added |
| Basecamp Wealth Advisors LLC | 464 | $38.0K | 0.01% | 00.0% | Unchanged |
| Avion Wealth | 485 | $39.0K | 0.01% | 00.0% | Unchanged |
| Carolina Wealth Advisors, LLC | 478 | $39.2K | 0.02% | 00.0% | Unchanged |
| Private Trust Co NA | 482 | $39.5K | 0.00% | 00.0% | Unchanged |
| Key Capital Management, INC | 488 | $40.0K | 0.03% | −692−58.6% | Reduced |
| Fairscale Capital, LLC | 492 | $40.3K | 0.03% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 493 | $40.4K | 0.01% | +493 | New |
| Triumph Capital Management | 508 | $41.6K | 0.01% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 510 | $41.8K | 0.01% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 534 | $43.7K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 538 | $44.1K | 0.00% | +71+15.2% | Added |
| Manning & Napier Advisors LLC | 546 | $44.7K | 0.00% | +169+44.8% | Added |
| IMA Wealth, Inc. | 553 | $45.3K | 0.00% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 556 | $45.5K | 0.01% | 00.0% | Unchanged |
| Tower Trust & Investment Co | 579 | $47.4K | 0.03% | 00.0% | Unchanged |
| True Link Financial Advisors, LLC | 590 | $48.3K | 0.00% | +590 | New |
| True Wealth Design, LLC | 596 | $48.8K | 0.01% | +50+9.2% | Added |
| Pacific Center for Financial Services | 598 | $49.0K | 0.01% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 600 | $49.2K | 0.00% | 00.0% | Unchanged |
| Delta Asset Management LLC | 605 | $49.6K | 0.00% | 00.0% | Unchanged |
| Mechanics Financial Corp | 605 | $49.6K | 0.02% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 612 | $50.2K | 0.00% | −1−0.2% | Reduced |
| Onefund, LLC | 632 | $52.0K | 0.03% | −35−5.2% | Reduced |
| Whittier Trust Co of Nevada Inc | 642 | $53.1K | 0.00% | +65+11.3% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 648 | $53.1K | 0.00% | −3,351−83.8% | Reduced |
| Heritage Wealth Advisors | 658 | $53.9K | 0.00% | 00.0% | Unchanged |
| Bank of Jackson Hole Trust | 677 | $55.5K | 0.03% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 696 | $57.0K | 0.02% | −15−2.1% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 706 | $57.8K | 0.01% | +6+0.9% | Added |
| MV Capital Management, Inc. | 714 | $58.5K | 0.01% | −1−0.1% | Reduced |
| Key Financial Inc | 714 | $58.5K | 0.01% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 772 | $63.2K | 0.04% | 00.0% | Unchanged |
| Centennial Bank | 777 | $63.7K | 0.02% | 00.0% | Unchanged |
| Spire Wealth Management | 796 | $65.2K | 0.00% | −444−35.8% | Reduced |
| City State Bank | 808 | $66.2K | 0.02% | 00.0% | Unchanged |