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 |
|---|---|---|---|---|---|
| Hughes Financial Services, LLC | 849 | $69.5K | 0.01% | +5+0.6% | Added |
| Beaird Harris Wealth Management, LLC | 872 | $71.4K | 0.00% | 00.0% | Unchanged |
| Strategic Wealth Partners, Ltd. | 877 | $71.8K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 909 | $74.4K | 0.00% | +32+3.6% | Added |
| Cassaday & Co Wealth Management LLC | 931 | $76.3K | 0.00% | +931 | New |
| Duncker Streett & Co Inc | 949 | $77.7K | 0.01% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 956 | $78.3K | 0.03% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 975 | $79.9K | 0.03% | +427+77.9% | Added |
| Mowery & Schoenfeld Wealth Management, LLC | 976 | $80.0K | 0.12% | −36−3.6% | Reduced |
| Parkside Financial Bank & Trust | 982 | $80.4K | 0.01% | +43+4.6% | Added |
| CVA Family Office, LLC | 991 | $81.2K | 0.01% | +166+20.1% | Added |
| First Financial Corp | 1,000 | $81.9K | 0.03% | 00.0% | Unchanged |
| Montag A & Associates Inc | 1,000 | $81.9K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 1,000 | $81.9K | 0.00% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 1,004 | $82.2K | 0.00% | +373+59.1% | Added |
| Truvestments Capital LLC | 1,011 | $82.8K | 0.01% | +61+6.4% | Added |
| Havemeyer Place LP | 1,030 | $84.4K | 0.01% | +1,030 | New |
| Y.D. More Investments Ltd | 1,054 | $86.3K | 0.00% | −180−14.6% | Reduced |
| Los Angeles Capital Management LLC | 1,059 | $86.8K | 0.00% | −28,765−96.4% | Reduced |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 1,100 | $90.1K | 0.03% | −50−4.3% | Reduced |
| Optiver Holding B.V. | 1,107 | $90.7K | 0.00% | +140+14.5% | Added |
| Rogco, LP | 1,120 | $91.8K | 0.03% | 00.0% | Unchanged |
| Ostrum Asset Management | 1,126 | $92.2K | 0.01% | +16+1.4% | Added |
| Rocky Mountain Advisers, LLC | 1,192 | $97.7K | 0.03% | +3+0.3% | Added |
| Friedenthal Financial | 1,195 | $97.9K | 0.05% | +1+0.1% | Added |
| Southern Michigan Bank & Trust | 1,250 | $102.4K | 0.04% | +1,250 | New |
| Atwood & Palmer Inc | 1,266 | $103.7K | 0.01% | −2−0.2% | Reduced |
| Hilltop National Bank | 1,267 | $103.8K | 0.02% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 1,279 | $104.8K | 0.00% | +54+4.4% | Added |
| Ronald Blue Trust, Inc. | 1,284 | $105.2K | 0.00% | −134−9.4% | Reduced |
| Hantz Financial Services, Inc. | 1,322 | $108.0K | 0.00% | +184+16.2% | Added |
| Westside Investment Management, Inc. | 1,384 | $113.6K | 0.02% | 00.0% | Unchanged |
| Bokf, NA | 1,398 | $114.5K | 0.00% | −415−22.9% | Reduced |
| Siemens Fonds Invest GmbH | 1,411 | $115.6K | 0.01% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 1,423 | $117.1K | 0.00% | +1,423 | New |
| Creative Capital Management Investments LLC | 1,501 | $123.0K | 0.04% | 00.0% | Unchanged |
| Avanza Fonder AB | 1,530 | $125.3K | 0.00% | +35+2.3% | Added |
| Transamerica Financial Advisors, Inc. | 1,578 | $129.3K | 0.01% | +1,049+198.3% | Added |
| Quadrant Capital Group LLC | 1,587 | $130.0K | 0.00% | −93−5.5% | Reduced |
| Cary Street Partner Investment Advisory LLC | 1,648 | $135.0K | 0.03% | +485+41.7% | Added |
| Addison Advisors LLC | 1,658 | $135.8K | 0.03% | +34+2.1% | Added |
| Stolper Co | 10,394 | $142.0K | 0.05% | −25,426−71.0% | Reduced |
| Tradewinds Capital Management, LLC | 1,800 | $147.5K | 0.03% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 2,060 | $168.8K | 0.01% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 2,074 | $169.9K | 0.02% | 00.0% | Unchanged |
| Whittier Trust Co | 2,081 | $172.0K | 0.00% | +1,300+166.5% | Added |
| MAI Capital Management | 2,328 | $190.7K | 0.00% | +684+41.6% | Added |
| King Luther Capital Management Corp | 2,479 | $203.1K | 0.00% | +2,479 | New |
| Farringdon Capital, Ltd. | 2,498 | $204.6K | 0.04% | +2,498 | New |
| Danske Bank A/S | 2,500 | $204.8K | 0.00% | 00.0% | Unchanged |
| Valeo Financial Advisors, LLC | 2,518 | $206.2K | 0.00% | −1,613−39.0% | Reduced |
| Mariner, LLC | 2,519 | $206.3K | 0.00% | +2,519 | New |
| Alteri Wealth LLC | 2,530 | $207.2K | 0.07% | +2,530 | New |
| Smartleaf Asset Management LLC | 2,544 | $207.6K | 0.01% | −109−4.1% | Reduced |
| Winton Group Ltd | 2,534 | $207.6K | 0.01% | +2,534 | New |
| Midwest Financial Group LLC | 2,536 | $207.8K | 0.09% | +2,536 | New |
| VestGen Advisors, LLC | 2,501 | $208.3K | 0.01% | +2,501 | New |
| Pettee Investors, Inc. | 2,523 | $209.0K | 0.11% | +2,523 | New |
| Poinciana Advisors Group, LLC | 2,555 | $209.3K | 0.17% | +2,555 | New |
| Geneos Wealth Management Inc. | 2,565 | $210.1K | 0.00% | +2+0.1% | Added |
| Caliber Wealth Management, LLC | 2,567 | $210.3K | 0.02% | +2,567 | New |
| High Point Wealth Management, LLC | 2,572 | $210.7K | 0.20% | +2,572 | New |
| AlphaGrep UK Ltd | 2,575 | $210.9K | 0.06% | −1,841−41.7% | Reduced |
| IFP Advisors, Inc | 2,585 | $211.8K | 0.00% | −167−6.1% | Reduced |
| Cidel Asset Management Inc | 2,596 | $212.7K | 0.01% | +2,596 | New |
| Twin Focus Capital Partners, LLC | 2,600 | $213.0K | 0.02% | +2,600 | New |
| Welch Group, LLC | 2,601 | $213.1K | 0.01% | +2,601 | New |
| EverSource Wealth Advisors, LLC | 2,617 | $214.4K | 0.01% | +644+32.6% | Added |
| Optas, LLC | 2,619 | $214.5K | 0.03% | +2,619 | New |
| Indivisible Partners | 2,633 | $215.7K | 0.02% | +2,633 | New |
| Ausdal Financial Partners, Inc. | 2,642 | $216.4K | 0.01% | +2,642 | New |
| Chicago Trust Co NA | 2,656 | $217.6K | 0.03% | +2,656 | New |
| Savvy Advisors, Inc. | 2,664 | $218.2K | 0.01% | +2,664 | New |
| Beese Fulmer Investment Management, Inc. | 2,685 | $220.0K | 0.01% | +2,685 | New |
| First National Bank Sioux Falls | 2,691 | $220.7K | 0.06% | +2,691 | New |
| Capital Investment Advisors, LLC | 2,695 | $220.7K | 0.00% | +2,695 | New |
| W.G. Shaheen & Associates DBA Whitney & Co | 2,696 | $220.9K | 0.02% | +2,696 | New |
| Citizens Financial Group Inc | 2,698 | $221.0K | 0.00% | −960−26.2% | Reduced |
| Aprio Wealth Management, LLC | 2,699 | $221.1K | 0.01% | +2,699 | New |
| BFSG, LLC | 2,717 | $222.6K | 0.02% | +1,779+189.7% | Added |
| Leavell Investment Management, Inc. | 2,728 | $223.5K | 0.01% | +2,728 | New |
| Guyasuta Investment Advisors Inc | 2,739 | $224.4K | 0.01% | −376−12.1% | Reduced |
| Northstar Advisory Group, LLC | 2,742 | $224.6K | 0.09% | +2,742 | New |
| Quarry LP | 2,793 | $228.8K | 0.05% | +444+18.9% | Added |
| Westover Capital Advisors, LLC | 2,800 | $229.4K | 0.04% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 2,800 | $229.4K | 0.05% | 00.0% | Unchanged |
| Excelsior Advisor Network LLC | 2,849 | $233.4K | 0.09% | +2,849 | New |
| Burton Enright Welch | 2,912 | $238.6K | 0.03% | 00.0% | Unchanged |
| Ifrah Financial Services, Inc. | 2,920 | $239.2K | 0.06% | −88−2.9% | Reduced |
| PCM Encore, LLC | 2,928 | $239.9K | 0.05% | +2,928 | New |
| Capital Performance Advisors LLP | 2,946 | $241.3K | 0.02% | +137+4.9% | Added |
| Foundations Investment Advisors, LLC | 2,962 | $242.6K | 0.00% | +2,962 | New |
| Fifth Third Wealth Advisors LLC | 2,964 | $242.8K | 0.01% | +2,964 | New |
| Phoenix Wealth Advisors | 3,000 | $245.8K | 0.10% | −150−4.8% | Reduced |
| Washington Trust Bank | 3,000 | $245.8K | 0.02% | 00.0% | Unchanged |
| 111 Capital | 3,059 | $250.6K | 0.06% | +3,059 | New |
| Hager Investment Management Services, LLC | 3,060 | $250.7K | 0.14% | 00.0% | Unchanged |
| Clearwater Capital Advisors, LLC | 3,074 | $251.8K | 0.02% | 00.0% | Unchanged |
| Bedel Financial Consulting, Inc. | 3,076 | $252.0K | 0.03% | 00.0% | Unchanged |
| Barnes Wealth Management Group, Inc | 3,082 | $252.5K | 0.13% | +31+1.0% | Added |