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 |
|---|---|---|---|---|---|
| Ameritas Advisory Services, LLC | 3,084 | $252.7K | 0.01% | +5+0.2% | Added |
| Wealth Alliance Advisory Group, LLC | 3,097 | $253.7K | 0.04% | −326−9.5% | Reduced |
| Commerzbank Aktiengesellschaft | 3,152 | $258.0K | 0.01% | −87−2.7% | Reduced |
| Gateway Wealth Partners, LLC | 3,153 | $258.3K | 0.01% | +3,153 | New |
| CFS Investment Advisory Services, LLC | 3,136 | $258.3K | 0.02% | +271+9.5% | Added |
| Brown Advisory Inc | 3,198 | $262.0K | 0.00% | −136−4.1% | Reduced |
| Larson Financial Group LLC | 3,211 | $263.0K | 0.01% | +107+3.4% | Added |
| Fisher Asset Management, LLC | 3,215 | $263.4K | 0.00% | +3,215 | New |
| Checchi Capital Advisers, LLC | 3,285 | $269.1K | 0.02% | +3,285 | New |
| Glenview Trust Co | 3,300 | $270.3K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 3,304 | $270.6K | 0.02% | +16+0.5% | Added |
| Stirlingshire Investments, Inc. | 3,310 | $271.2K | 0.24% | +202+6.5% | Added |
| Sagespring Wealth Partners, LLC | 3,362 | $275.4K | 0.01% | +212+6.7% | Added |
| Holistic Planning, LLC | 3,389 | $277.6K | 0.06% | −31−0.9% | Reduced |
| KC Investment Advisors, LLC | 3,405 | $279.0K | 0.07% | +39+1.2% | Added |
| Ashton Thomas Private Wealth, LLC | 3,419 | $280.1K | 0.01% | −3,798−52.6% | Reduced |
| Capital Investment Management, Inc. | 3,430 | $280.9K | 0.10% | −8,370−70.9% | Reduced |
| Teacher Retirement System of Texas | 3,437 | $281.6K | 0.00% | −4,178−54.9% | Reduced |
| Steward Partners Investment Advisory, LLC | 3,450 | $282.6K | 0.00% | +328+10.5% | Added |
| Avantra Family Wealth, Inc. | 3,468 | $284.1K | 0.21% | +172+5.2% | Added |
| Crestwood Advisors Group LLC | 3,490 | $285.9K | 0.00% | +382+12.3% | Added |
| Massmutual Trust Co FSB | 3,498 | $286.6K | 0.01% | −204−5.5% | Reduced |
| Journey Strategic Wealth LLC | 3,501 | $286.8K | 0.01% | +231+7.1% | Added |
| CX Institutional | 3,508 | $287.0K | 0.01% | +581+19.8% | Added |
| Tema ETFs LLC | 3,508 | $287.4K | 0.02% | +14+0.4% | Added |
| Advisory Alpha, LLC | 3,545 | $290.5K | 0.01% | +26+0.7% | Added |
| Bull Harbor Capital LLC | 3,546 | $290.5K | 0.08% | +3,546 | New |
| OneAscent Financial Services LLC | 3,615 | $296.2K | 0.02% | +3,615 | New |
| Venturi Wealth Management, LLC | 3,633 | $297.6K | 0.01% | +3,633 | New |
| Tradewinds, LLC. | 3,607 | $298.0K | 0.10% | +4+0.1% | Added |
| Gradient Investments LLC | 3,641 | $298.3K | 0.00% | −12−0.3% | Reduced |
| Trust Co of Kansas | 3,726 | $305.0K | 0.17% | 00.0% | Unchanged |
| Kimelman & Baird, LLC | 3,734 | $305.9K | 0.03% | 00.0% | Unchanged |
| Smith Chas P & Associates Pa Cpas | 3,735 | $306.0K | 0.02% | 00.0% | Unchanged |
| Texas Yale Capital Corp. | 3,743 | $306.6K | 0.01% | 00.0% | Unchanged |
| CWA Asset Management Group, LLC | 3,762 | $308.2K | 0.01% | −2,164−36.5% | Reduced |
| First National Advisers, LLC | 3,772 | $309.0K | 0.05% | +11+0.3% | Added |
| Cornerstone Wealth Management, LLC | 3,778 | $309.5K | 0.02% | +16+0.4% | Added |
| Texas Capital Bank Wealth Management Services Inc | 3,789 | $310.4K | 0.02% | +6+0.2% | Added |
| TCW Group Inc | 3,795 | $310.9K | 0.00% | +184+5.1% | Added |
| Bank & Trust Co | 3,809 | $312.0K | 0.21% | 00.0% | Unchanged |
| Sowell Financial Services LLC | 3,853 | $315.6K | 0.01% | −233−5.7% | Reduced |
| Northland Securities, Inc. | 3,873 | $317.3K | 0.30% | 00.0% | Unchanged |
| Summit Financial, LLC | 3,885 | $318.2K | 0.00% | +402+11.5% | Added |
| Legacy Financial Strategies, LLC | 3,893 | $318.9K | 0.06% | 00.0% | Unchanged |
| Kavar Capital Partners Group, LLC | 3,915 | $320.7K | 0.04% | 00.0% | Unchanged |
| Beacon Pointe Advisors, LLC | 3,939 | $322.7K | 0.00% | +3,939 | New |
| Kera Capital Partners, Inc. | 3,956 | $324.1K | 0.04% | +560+16.5% | Added |
| Alpha Family Trust | 3,970 | $325.2K | 0.16% | 00.0% | Unchanged |
| KCM Investment Advisors LLC | 4,003 | $327.9K | 0.01% | −320−7.4% | Reduced |
| Vaughan David Investments LLC | 4,021 | $329.0K | 0.01% | −527−11.6% | Reduced |
| Black Diamond Financial, LLC | 4,041 | $331.0K | 0.04% | −24−0.6% | Reduced |
| Aviva PLC | 4,041 | $331.0K | 0.00% | 00.0% | Unchanged |
| Keystone Financial Group | 4,057 | $332.3K | 0.02% | −765−15.9% | Reduced |
| Apollon Wealth Management, LLC | 4,108 | $336.5K | 0.01% | +231+6.0% | Added |
| Ontario Teachers Pension Plan Board | 4,109 | $336.6K | 0.01% | −46,850−91.9% | Reduced |
| Probity Advisors, Inc. | 4,111 | $336.8K | 0.05% | −47−1.1% | Reduced |
| Versant Capital Management, Inc | 4,112 | $336.9K | 0.03% | +1,467+55.5% | Added |
| Bessemer Group Inc | 4,135 | $338.0K | 0.00% | +753+22.3% | Added |
| Cresset Asset Management, LLC | 4,145 | $339.5K | 0.00% | +148+3.7% | Added |
| Kingdom Financial Group LLC. | 4,184 | $342.8K | 0.10% | −150−3.5% | Reduced |
| Lloyd Advisory Services, LLC. | 4,184 | $342.8K | 0.10% | +4,184 | New |
| Sym Financial Corp | 4,230 | $346.5K | 0.03% | +192+4.8% | Added |
| Eastern Bank | 4,232 | $346.7K | 0.01% | 00.0% | Unchanged |
| Sound Stewardship, LLC | 4,232 | $346.7K | 0.16% | 00.0% | Unchanged |
| Mather Group, LLC. | 4,306 | $352.7K | 0.00% | +60+1.4% | Added |
| Providence Financial Advisors, LLC | 4,322 | $354.1K | 0.20% | +21+0.5% | Added |
| Canada Post Corp Registered Pension Plan | 4,325 | $354.3K | 0.01% | 00.0% | Unchanged |
| Snowden Capital Advisors LLC | 4,417 | $361.8K | 0.01% | +4,417 | New |
| Capula Management Ltd | 4,425 | $362.5K | 0.00% | +4,425 | New |
| Triad Wealth Partners, LLC | 4,449 | $364.5K | 0.03% | −150−3.3% | Reduced |
| Cura Wealth Advisors, LLC | 4,459 | $365.3K | 0.16% | +38+0.9% | Added |
| Ballentine Partners, LLC | 4,472 | $366.3K | 0.01% | −314−6.6% | Reduced |
| Independent Advisor Alliance | 4,533 | $371.4K | 0.00% | −155−3.3% | Reduced |
| Integris Wealth Management, LLC | 4,570 | $374.4K | 0.09% | 00.0% | Unchanged |
| Garrett Investment Advisors LLC | 4,586 | $375.7K | 0.03% | −190−4.0% | Reduced |
| Walker Asset Management, LLC | 4,598 | $376.7K | 0.20% | +64+1.4% | Added |
| D.A. Davidson & Co. | 4,599 | $376.8K | 0.00% | +581+14.5% | Added |
| Simplicity Wealth,LLC | 4,698 | $384.9K | 0.02% | −18−0.4% | Reduced |
| Aptus Capital Advisors, LLC | 4,703 | $385.3K | 0.00% | −81−1.7% | Reduced |
| Central Trust Co | 4,741 | $388.4K | 0.01% | −25−0.5% | Reduced |
| Greenleaf Trust | 4,747 | $388.9K | 0.00% | +76+1.6% | Added |
| Kentucky Trust Co | 4,751 | $389.2K | 0.20% | +170+3.7% | Added |
| Evoke Wealth, LLC | 4,834 | $396.0K | 0.01% | −1,275−20.9% | Reduced |
| Garner Asset Management Corp | 4,857 | $397.9K | 0.16% | −100−2.0% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 4,870 | $398.9K | 0.02% | −56−1.1% | Reduced |
| Keating Financial Advisory Services, Inc. | 4,891 | $400.7K | 0.06% | −119−2.4% | Reduced |
| Leo Wealth, LLC | 4,900 | $401.4K | 0.03% | +1,130+30.0% | Added |
| Blackhawk Capital Partners LLC. | 4,912 | $402.4K | 0.15% | +792+19.2% | Added |
| LexAurum Advisors, LLC | 4,983 | $408.2K | 0.05% | +4,983 | New |
| LSV Asset Management | 5,056 | $414.0K | 0.00% | −135,144−96.4% | Reduced |
| Wedbush Securities Inc | 5,078 | $416.0K | 0.01% | +1,340+35.8% | Added |
| Wedmont Private Capital | 4,987 | $416.1K | 0.01% | +655+15.1% | Added |
| Equitable Holdings, Inc. | 5,640 | $416.9K | 0.00% | +976+20.9% | Added |
| Ritholtz Wealth Management | 5,090 | $417.0K | 0.01% | +785+18.2% | Added |
| Lighthouse Investment Partners, LLC | 5,108 | $418.4K | 0.02% | −4,340−45.9% | Reduced |
| Intrust Bank NA | 5,129 | $420.2K | 0.03% | +258+5.3% | Added |
| Aaron Wealth Advisors | 5,136 | $420.7K | 0.02% | −1,642−24.2% | Reduced |
| Transcend Wealth Collective, LLC | 5,146 | $421.6K | 0.03% | +1,077+26.5% | Added |
| Mattern Wealth Management LLC | 5,180 | $424.3K | 0.08% | −1,971−27.6% | Reduced |