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, Q2 2026
Institutional positions in Evergy, Inc. as of Jun 30, 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
- 948
- +35 vs. Q1 2026
- Shares held
- 217.8M
- +3.64M (+1.7%) vs. Q1 2026
- Total value
- $18.8B
- +$1.29B (+7.3%) vs. Q1 2026
- New holders
- 96
- 403 more added
- Sold out
- 61
- 267 more reduced
11 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: 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, Q2 2026
Shares, value and share of portfolio for each institution holding Evergy, Inc.; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| McGuire Capital Advisors Inc | 111 | $9.63K | 0.01% | 00.0% | Unchanged |
| Gen-Wealth Partners Inc | 112 | $9.68K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 113 | $10.0K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 115 | $10.0K | 0.00% | +3+2.7% | Added |
| Colonial Trust Co | 117 | $10.1K | 0.00% | +39+50.0% | Added |
| Aspect Partners, LLC | 119 | $10.3K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 119 | $10.3K | 0.00% | 00.0% | Unchanged |
| Steigerwald, Gordon & Koch Inc. | 125 | $10.8K | 0.00% | 00.0% | Unchanged |
| Buck Wealth Strategies, LLC | 131 | $11.3K | 0.00% | +131 | New |
| JFS Wealth Advisors, LLC | 135 | $11.7K | 0.00% | +12+9.8% | Added |
| Covestor Ltd | 143 | $12.0K | 0.01% | −106−42.6% | Reduced |
| AdvisorNet Financial, Inc | 139 | $12.0K | 0.00% | −8−5.4% | Reduced |
| Paladin Advisory Group, LLC | 145 | $12.5K | 0.01% | 00.0% | Unchanged |
| Hollencrest Capital Management | 147 | $12.7K | 0.00% | +1+0.7% | Added |
| Capital Advisors, Ltd. LLC | 149 | $13.0K | 0.00% | 00.0% | Unchanged |
| Owl Creek Wealth Partners LLC | 155 | $13.4K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 155 | $13.4K | 0.00% | +1+0.6% | Added |
| Key Capital Management, INC | 156 | $13.5K | 0.01% | −332−68.0% | Reduced |
| North Star Investment Management Corp. | 160 | $13.8K | 0.00% | +5+3.2% | Added |
| Beacon Investment Advisory Services, Inc. | 169 | $14.6K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 169 | $14.6K | 0.00% | +6+3.7% | Added |
| Capital Analysts, LLC | 170 | $15.0K | 0.00% | −14−7.6% | Reduced |
| Pin Oak Investment Advisors Inc | 168 | $15.0K | 0.01% | +3+1.8% | Added |
| Bank of New Hampshire | 179 | $15.5K | 0.00% | 00.0% | Unchanged |
| Synergy Investment Management, LLC | 185 | $15.9K | 0.00% | +84+83.2% | Added |
| ZRC Wealth Management, LLC | 188 | $16.2K | 0.00% | +107+132.1% | Added |
| Princeton Global Asset Management LLC | 195 | $16.9K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 198 | $17.1K | 0.00% | 00.0% | Unchanged |
| Flagship Wealth Advisors, LLC | 200 | $17.3K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 209 | $18.1K | 0.01% | +47+29.0% | Added |
| Manchester Capital Management LLC | 218 | $18.8K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 224 | $19.4K | 0.00% | +16+7.7% | Added |
| GW&K Investment Management, LLC | 234 | $20.0K | 0.00% | −25−9.7% | Reduced |
| Rossby Financial, LCC | 246 | $21.3K | 0.00% | −22−8.2% | Reduced |
| Consultiva Wealth Management, Corp. | 250 | $21.6K | 0.05% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 250 | $22.0K | 0.01% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 260 | $22.5K | 0.01% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 269 | $23.3K | 0.01% | 00.0% | Unchanged |
| University of Texas/Texas Am Investment Managment Co | 271 | $23.4K | 0.00% | +271 | New |
| Community Bank, N.A. | 276 | $23.9K | 0.00% | +276 | New |
| SJS Investment Consulting Inc. | 277 | $23.9K | 0.00% | +164+145.1% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 299 | $25.8K | 0.01% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 300 | $25.9K | 0.00% | 00.0% | Unchanged |
| Lavaca Capital LLC | 300 | $25.9K | 0.00% | 00.0% | Unchanged |
| Caldwell Trust Co | 300 | $25.9K | 0.00% | +300 | New |
| Valley National Advisers Inc | 301 | $26.0K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 304 | $26.3K | 0.01% | 00.0% | Unchanged |
| Bayban | 310 | $26.8K | 0.02% | 00.0% | Unchanged |
| Essential Partners LLC | 311 | $26.9K | 0.01% | +45+16.9% | Added |
| SHP Wealth Management | 312 | $27.0K | 0.00% | −33−9.6% | Reduced |
| Harel Insurance Investments & Financial Services Ltd. | 312 | $27.0K | 0.00% | +31+11.0% | Added |
| Evermay Wealth Management LLC | 321 | $27.7K | 0.00% | +101+45.9% | Added |
| CNB Bank | 324 | $28.0K | 0.01% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 334 | $28.9K | 0.00% | −91−21.4% | Reduced |
| Smithfield Trust Co | 345 | $30.0K | 0.00% | 00.0% | Unchanged |
| MidFirst Bank | 350 | $30.3K | 0.00% | 00.0% | Unchanged |
| Knuff & Co LLC | 350 | $30.3K | 0.01% | +350 | New |
| Bogart Wealth, LLC | 351 | $30.3K | 0.00% | +9+2.6% | Added |
| Bruce G. Allen Investments, LLC | 352 | $30.4K | 0.02% | 00.0% | Unchanged |
| City Holding Co | 358 | $30.9K | 0.00% | 00.0% | Unchanged |
| Burk Holdings LLC | 363 | $31.4K | 0.01% | 00.0% | Unchanged |
| Ameriflex Group, Inc. | 368 | $31.8K | 0.01% | +46+14.3% | Added |
| Atlantic Trust, LLC | 381 | $32.9K | 0.00% | 00.0% | Unchanged |
| Alpine Bank Wealth Management | 387 | $33.4K | 0.00% | +387 | New |
| Action Point Financial Planning, LLC | 401 | $34.4K | 0.00% | +401 | New |
| Roxbury Financial LLC | 399 | $34.5K | 0.03% | +3+0.8% | Added |
| Ares Financial Consulting, LLC | 430 | $37.2K | 0.03% | 00.0% | Unchanged |
| Prosperity Bancshares Inc | 443 | $38.3K | 0.03% | 00.0% | Unchanged |
| Crewe Advisors LLC | 461 | $39.8K | 0.00% | +325+239.0% | Added |
| SBI Securities Co., Ltd. | 463 | $40.0K | 0.00% | +12+2.7% | Added |
| Basecamp Wealth Advisors LLC | 464 | $40.1K | 0.01% | 00.0% | Unchanged |
| Avion Wealth | 485 | $41.0K | 0.01% | 00.0% | Unchanged |
| Carolina Wealth Advisors, LLC | 478 | $41.3K | 0.02% | 00.0% | Unchanged |
| Private Trust Co NA | 482 | $41.7K | 0.00% | 00.0% | Unchanged |
| Fairscale Capital, LLC | 492 | $42.5K | 0.03% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 493 | $42.6K | 0.01% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 498 | $43.0K | 0.00% | +497+49,700.0% | Added |
| Institute for Wealth Management, LLC. | 507 | $43.8K | 0.00% | +507 | New |
| Triumph Capital Management | 508 | $43.9K | 0.01% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 510 | $44.1K | 0.01% | 00.0% | Unchanged |
| Compass Financial Management LLC | 541 | $45.4K | 0.01% | +541 | New |
| Moisand Fitzgerald Tamayo, LLC | 534 | $46.2K | 0.00% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 553 | $47.8K | 0.00% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 556 | $48.1K | 0.01% | 00.0% | Unchanged |
| Planning Strategies Inc. | 569 | $49.2K | 0.03% | +569 | New |
| Bravera Wealth | 578 | $50.0K | 0.02% | +117+25.4% | Added |
| Tower Trust & Investment Co | 579 | $50.0K | 0.03% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 598 | $51.7K | 0.01% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 600 | $51.9K | 0.00% | 00.0% | Unchanged |
| Delta Asset Management LLC | 605 | $52.3K | 0.00% | 00.0% | Unchanged |
| Mechanics Financial Corp | 605 | $52.3K | 0.02% | 00.0% | Unchanged |
| Fedenia Advisers LLC | 613 | $53.0K | 0.01% | +613 | New |
| CoreCap Advisors, LLC | 614 | $53.0K | 0.00% | +2+0.3% | Added |
| Onefund, LLC | 627 | $54.2K | 0.03% | −5−0.8% | Reduced |
| Manning & Napier Advisors LLC | 628 | $54.6K | 0.00% | +82+15.0% | Added |
| EFG International AG | 640 | $55.3K | 0.00% | +374+140.6% | Added |
| Whittier Trust Co of Nevada Inc | 639 | $55.7K | 0.00% | −3−0.5% | Reduced |
| Heritage Wealth Advisors | 658 | $56.9K | 0.00% | 00.0% | Unchanged |
| Index Technologies Group LLC | 670 | $57.9K | 0.05% | +670 | New |
| LRI Investments, LLC | 672 | $58.1K | 0.00% | +134+24.9% | Added |