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 |
|---|---|---|---|---|---|
| Gateway Investment Advisers LLC | 9,302 | $762.0K | 0.01% | −48,172−83.8% | Reduced |
| Lazard Asset Management LLC | 9,316 | $763.2K | 0.00% | −925−9.0% | Reduced |
| Principal Securities, Inc. | 9,341 | $765.3K | 0.01% | +1,418+17.9% | Added |
| MUFG Securities EMEA plc | 9,446 | $773.8K | 0.01% | 00.0% | Unchanged |
| Northwest & Ethical Investments L.P. | 9,387 | $775.8K | 0.02% | 00.0% | Unchanged |
| Huber Capital Management LLC | 9,502 | $778.4K | 0.12% | −6,965−42.3% | Reduced |
| Evergreen Capital Management LLC | 9,533 | $780.9K | 0.02% | +431+4.7% | Added |
| Empowered Funds, LLC | 9,625 | $788.5K | 0.01% | +3,018+45.7% | Added |
| CoreFirst Bank & Trust | 9,691 | $793.9K | 0.42% | +702+7.8% | Added |
| Ground Swell Capital, LLC | 9,741 | $798.0K | 1.57% | +9,741 | New |
| Atom Investors LP | 9,760 | $799.5K | 0.06% | +5,509+129.6% | Added |
| Vise Technologies, Inc. | 11,124 | $806.4K | 0.02% | 00.0% | Unchanged |
| Pinnacle Financial Partners, Inc. | 9,848 | $806.7K | 0.01% | +26+0.3% | Added |
| Aster Capital Management (DIFC) Ltd | 11,763 | $811.1K | 0.27% | +10,077+597.7% | Added |
| Norinchukin Bank, The | 10,022 | $821.0K | 0.01% | +57+0.6% | Added |
| Aware Super Pty Ltd as trustee of Aware Super | 10,030 | $821.7K | 0.01% | +10,030 | New |
| Reaves W H & Co Inc | 10,087 | $826.3K | 0.01% | +163+1.6% | Added |
| Rockland Trust Co | 10,105 | $827.8K | 0.03% | −14−0.1% | Reduced |
| Evolve Private Wealth, LLC | 10,161 | $832.4K | 0.04% | +402+4.1% | Added |
| AE Wealth Management LLC | 10,218 | $837.1K | 0.00% | +1,980+24.0% | Added |
| Financial Advisory Service, Inc. | 10,235 | $838.5K | 0.05% | +4,468+77.5% | Added |
| Newbridge Financial Services Group, Inc. | 10,257 | $840.3K | 0.14% | −304−2.9% | Reduced |
| Horizon Investments, LLC | 10,312 | $844.8K | 0.01% | −18,658−64.4% | Reduced |
| Gsa Capital Partners LLP | 10,378 | $850.0K | 0.05% | +3,146+43.5% | Added |
| Moors & Cabot, Inc. | 10,461 | $857.0K | 0.04% | −270−2.5% | Reduced |
| Merit Financial Group, LLC | 10,508 | $860.8K | 0.01% | +4,371+71.2% | Added |
| New Mexico Educational Retirement Board | 10,650 | $872.0K | 0.03% | 00.0% | Unchanged |
| RSM US Wealth Management LLC | 10,677 | $874.6K | 0.01% | +41+0.4% | Added |
| Pallas Capital Advisors LLC | 10,696 | $876.2K | 0.03% | −364−3.3% | Reduced |
| Vinva Investment Management Ltd | 10,986 | $896.3K | 0.01% | +10,986 | New |
| Exchange Traded Concepts, LLC | 11,046 | $904.9K | 0.01% | −1,242−10.1% | Reduced |
| Atria Investments LLC | 11,099 | $909.2K | 0.01% | +1,103+11.0% | Added |
| Trust Co | 11,103 | $909.6K | 0.09% | −81−0.7% | Reduced |
| Atlantic Union Bankshares Corp | 11,133 | $912.0K | 0.02% | +1,227+12.4% | Added |
| Maryland State Retirement & Pension System | 11,187 | $916.4K | 0.02% | 00.0% | Unchanged |
| Bleakley Financial Group, LLC | 11,225 | $919.5K | 0.01% | +779+7.5% | Added |
| Boothbay Fund Management, LLC | 11,322 | $927.5K | 0.02% | +203+1.8% | Added |
| Integrated Wealth Concepts LLC | 11,670 | $956.0K | 0.01% | +11,670 | New |
| Louisiana State Employees Retirement System | 11,700 | $958.5K | 0.02% | −100−0.8% | Reduced |
| Turning Point Benefit Group, Inc. | 11,691 | $961.2K | 0.61% | −247−2.1% | Reduced |
| Contravisory Investment Management, Inc. | 11,833 | $969.4K | 0.20% | +100+0.9% | Added |
| Resources Investment Advisors, LLC. | 11,966 | $980.2K | 0.01% | −879−6.8% | Reduced |
| Adamsbrown Wealth Consultants LLC | 11,987 | $982.0K | 0.26% | −6,743−36.0% | Reduced |
| WCG Wealth Advisors LLC | 12,071 | $988.8K | 0.03% | +12+0.1% | Added |
| HB Wealth Management, LLC | 12,193 | $998.9K | 0.01% | +2,669+28.0% | Added |
| Parallel Advisors, LLC | 12,411 | $1.02M | 0.02% | +1,880+17.9% | Added |
| Iams Wealth Management, LLC | 12,498 | $1.02M | 0.36% | −347−2.7% | Reduced |
| AGH Wealth Advisors, LLC | 12,579 | $1.03M | 0.76% | 00.0% | Unchanged |
| Gibson Wealth Advisors LLC | 12,596 | $1.03M | 0.69% | 00.0% | Unchanged |
| DRW Securities, LLC | 12,629 | $1.03M | 0.06% | +12,629 | New |
| Financial Partners Group, Inc | 12,738 | $1.04M | 0.12% | −76−0.6% | Reduced |
| Royal London Asset Management Ltd | 12,753 | $1.04M | 0.00% | 00.0% | Unchanged |
| Alerus Financial NA | 12,755 | $1.04M | 0.05% | +12,755 | New |
| Farther Finance Advisors, LLC | 12,937 | $1.06M | 0.01% | +1,303+11.2% | Added |
| 44 Wealth Management LLC | 13,064 | $1.07M | 0.37% | +6,425+96.8% | Added |
| Nicolet Bankshares Inc | 13,127 | $1.08M | 0.04% | +5,127+64.1% | Added |
| TD Private Client Wealth LLC | 13,213 | $1.08M | 0.02% | +6,062+84.8% | Added |
| Nordea Investment Management AB | 13,392 | $1.09M | 0.00% | +13,392 | New |
| Hartford Investment Management Co | 13,254 | $1.09M | 0.03% | −158−1.2% | Reduced |
| SeaCrest Wealth Management, LLC | 13,312 | $1.09M | 0.12% | 00.0% | Unchanged |
| Sierra Summit Advisors LLC | 13,483 | $1.10M | 0.16% | +725+5.7% | Added |
| Jump Financial, LLC | 13,496 | $1.11M | 0.02% | +13,496 | New |
| Albion Financial Group | 13,690 | $1.12M | 0.07% | +507+3.8% | Added |
| Mizuho Securities USA LLC | 13,917 | $1.14M | 0.03% | −2,846−17.0% | Reduced |
| Tower Research Capital LLC (TRC) | 14,030 | $1.15M | 0.03% | +5,581+66.1% | Added |
| CAPROCK Group, Inc. | 14,059 | $1.15M | 0.03% | −7,522−34.9% | Reduced |
| Catherine Avery Investment Management LLC | 14,148 | $1.16M | 0.52% | −1,135−7.4% | Reduced |
| RIA Advisory Group LLC | 14,699 | $1.20M | 0.29% | +1,362+10.2% | Added |
| Rockefeller Capital Management L.P. | 14,915 | $1.22M | 0.00% | +3,908+35.5% | Added |
| Dynamic Technology Lab Private Ltd | 14,964 | $1.23M | 0.20% | −16,974−53.1% | Reduced |
| Keybank National Association | 15,104 | $1.24M | 0.00% | −2,190−12.7% | Reduced |
| Concurrent Investment Advisors, LLC | 15,171 | $1.24M | 0.01% | +2,327+18.1% | Added |
| Goelzer Investment Management, Inc. | 15,254 | $1.25M | 0.06% | +454+3.1% | Added |
| DGS Capital Management, LLC | 15,327 | $1.26M | 0.21% | +2,570+20.1% | Added |
| Chicago Partners Investment Group LLC | 15,888 | $1.27M | 0.03% | +1,844+13.1% | Added |
| Vident Advisory, LLC | 15,652 | $1.28M | 0.01% | +6,840+77.6% | Added |
| Jain Global LLC | 15,686 | $1.28M | 0.02% | +15,686 | New |
| Kestra Advisory Services, LLC | 15,829 | $1.30M | 0.00% | +124+0.8% | Added |
| Allspring Global Investments Holdings, LLC | 15,856 | $1.30M | 0.00% | −9,125−36.5% | Reduced |
| Janney Montgomery Scott LLC | 16,189 | $1.33M | 0.00% | +3,063+23.3% | Added |
| KBC Group NV | 16,391 | $1.34M | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 16,398 | $1.34M | 0.01% | +6,482+65.4% | Added |
| Twinbeech Capital LP | 16,421 | $1.35M | 0.14% | +2,789+20.5% | Added |
| T. Rowe Price Investment Management, Inc. | 16,431 | $1.35M | 0.00% | −32,206−66.2% | Reduced |
| Prudent Man Advisors, LLC | 16,492 | $1.35M | 0.40% | +6,074+58.3% | Added |
| Greenland Capital Management LP | 16,720 | $1.37M | 0.27% | −15,469−48.1% | Reduced |
| Twin Capital Management Inc | 16,910 | $1.39M | 0.18% | +255+1.5% | Added |
| National Pension Service | 17,179 | $1.41M | 0.00% | +8,117+89.6% | Added |
| Integrity Alliance, LLC. | 17,351 | $1.42M | 0.05% | +188+1.1% | Added |
| Ninepoint Partners LP | 17,684 | $1.45M | 0.17% | +17,684 | New |
| Ethic Inc. | 17,721 | $1.45M | 0.02% | +42+0.2% | Added |
| Spirit of America Management Corp | 17,750 | $1.45M | 0.29% | +1,000+6.0% | Added |
| Gulf International Bank (UK) Ltd | 17,777 | $1.46M | 0.03% | +5,201+41.4% | Added |
| Meeder Advisory Services, Inc. | 17,823 | $1.46M | 0.06% | +3,287+22.6% | Added |
| GAMMA Investing LLC | 17,942 | $1.47M | 0.07% | +1,180+7.0% | Added |
| Teachers Retirement System of the State of Kentucky | 18,043 | $1.48M | 0.01% | 00.0% | Unchanged |
| Umb Bank N A | 18,058 | $1.48M | 0.02% | −292−1.6% | Reduced |
| Brookmont Capital Management | 18,293 | $1.50M | 0.84% | +1,436+8.5% | Added |
| Rafferty Asset Management, LLC | 18,629 | $1.53M | 0.01% | −6,722−26.5% | Reduced |
| IHT Wealth Management, LLC | 18,707 | $1.53M | 0.04% | −480−2.5% | Reduced |