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 |
|---|---|---|---|---|---|
| True Wealth Design, LLC | 675 | $58.3K | 0.01% | +79+13.3% | Added |
| NBH Bank | 677 | $58.5K | 0.02% | +677 | New |
| Pinnacle Bancorp, Inc. | 696 | $60.2K | 0.02% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 700 | $60.5K | 0.01% | −6−0.8% | Reduced |
| Spire Wealth Management | 706 | $61.0K | 0.00% | −90−11.3% | Reduced |
| Key Financial Inc | 714 | $61.7K | 0.01% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 715 | $61.8K | 0.00% | −569−44.3% | Reduced |
| MV Capital Management, Inc. | 716 | $61.9K | 0.01% | +2+0.3% | Added |
| Sims Investment Management, LLC | 747 | $64.6K | 0.02% | +747 | New |
| Centennial Bank | 777 | $67.2K | 0.02% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 788 | $68.1K | 0.03% | +16+2.1% | Added |
| Deseret Mutual Benefit Administrators | 806 | $69.7K | 0.02% | −169−17.3% | Reduced |
| City State Bank | 808 | $69.8K | 0.02% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 860 | $74.3K | 0.01% | +11+1.3% | Added |
| Beaird Harris Wealth Management, LLC | 872 | $75.4K | 0.00% | 00.0% | Unchanged |
| Strategic Wealth Partners, Ltd. | 877 | $75.8K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 903 | $78.0K | 0.01% | −1,890−67.7% | Reduced |
| Bullock Wealth Management Group | 907 | $78.2K | 0.03% | +900+12,857.1% | Added |
| Cassaday & Co Wealth Management LLC | 931 | $80.5K | 0.00% | 00.0% | Unchanged |
| Ostrum Asset Management | 938 | $81.1K | 0.00% | −188−16.7% | Reduced |
| Duncker Streett & Co Inc | 949 | $82.0K | 0.01% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 956 | $82.6K | 0.03% | 00.0% | Unchanged |
| Mowery & Schoenfeld Wealth Management, LLC | 976 | $84.4K | 0.11% | 00.0% | Unchanged |
| Bayforest Capital Ltd | 990 | $85.6K | 0.08% | +990 | New |
| CVA Family Office, LLC | 993 | $85.8K | 0.01% | +2+0.2% | Added |
| First Financial Corp | 1,000 | $86.4K | 0.03% | 00.0% | Unchanged |
| Montag A & Associates Inc | 1,000 | $86.4K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 1,000 | $86.4K | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 1,012 | $87.5K | 0.01% | +1+0.1% | Added |
| Clearstead Advisors, LLC | 1,083 | $93.6K | 0.00% | +971+867.0% | Added |
| Y.D. More Investments Ltd | 1,093 | $94.5K | 0.00% | +39+3.7% | Added |
| Rogco, LP | 1,120 | $96.8K | 0.03% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 1,196 | $103.3K | 0.03% | +4+0.3% | Added |
| Cape Investment Advisory, Inc. | 1,225 | $105.9K | 0.03% | +1,225 | New |
| Parkside Financial Bank & Trust | 1,238 | $107.0K | 0.01% | +256+26.1% | Added |
| Southern Michigan Bank & Trust | 1,250 | $108.0K | 0.04% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 1,252 | $108.2K | 0.01% | +1,252 | New |
| Atwood & Palmer Inc | 1,266 | $109.4K | 0.01% | 00.0% | Unchanged |
| Hilltop National Bank | 1,267 | $109.5K | 0.02% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 1,384 | $119.6K | 0.02% | 00.0% | Unchanged |
| Siemens Fonds Invest GmbH | 1,411 | $122.0K | 0.01% | 00.0% | Unchanged |
| Retirement Wealth Solutions LLC | 1,413 | $122.1K | 0.07% | +1,358+2,469.1% | Added |
| TD Waterhouse Canada Inc. | 1,423 | $122.6K | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 1,444 | $124.8K | 0.01% | −134−8.5% | Reduced |
| Custom Index Systems, LLC | 1,470 | $127.1K | 0.05% | +1,470 | New |
| Optiver Holding B.V. | 1,484 | $128.3K | 0.00% | +377+34.1% | Added |
| Hantz Financial Services, Inc. | 1,493 | $129.0K | 0.00% | +171+12.9% | Added |
| Creative Capital Management Investments LLC | 1,533 | $132.5K | 0.03% | +32+2.1% | Added |
| Trust Co of Vermont | 1,585 | $137.0K | 0.01% | +1,585 | New |
| First Command Advisory Services, Inc. | 1,652 | $142.8K | 0.00% | +373+29.2% | Added |
| Bokf, NA | 1,710 | $147.8K | 0.00% | +312+22.3% | Added |
| Tradewinds Capital Management, LLC | 1,800 | $155.6K | 0.03% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 1,800 | $155.6K | 0.04% | +700+63.6% | Added |
| Cary Street Partner Investment Advisory LLC | 1,842 | $159.2K | 0.03% | +194+11.8% | Added |
| Geneos Wealth Management Inc. | 1,852 | $160.1K | 0.00% | −713−27.8% | Reduced |
| Ameritas Investment Partners, Inc. | 1,979 | $171.0K | 0.00% | −81−3.9% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 2,031 | $175.5K | 0.00% | +1,383+213.4% | Added |
| HHM Wealth Advisors, LLC | 2,074 | $179.3K | 0.02% | 00.0% | Unchanged |
| BFSG, LLC | 2,075 | $179.3K | 0.02% | −642−23.6% | Reduced |
| Whittier Trust Co | 2,087 | $180.0K | 0.00% | +6+0.3% | Added |
| HBW Advisory Services LLC | 2,325 | $200.9K | 0.02% | +2,325 | New |
| RWM Asset Management, LLC | 2,439 | $202.5K | 0.03% | +2,016+476.6% | Added |
| Mengis Capital Management, Inc. | 2,347 | $202.9K | 0.03% | +2,347 | New |
| Royal Fund Management, LLC | 2,354 | $203.5K | 0.02% | +2,354 | New |
| Gladstone Institutional Advisory LLC | 2,391 | $206.6K | 0.01% | +2,391 | New |
| Forge Financial Services LLC | 2,422 | $209.3K | 0.02% | +2,422 | New |
| Caitong International Asset Management Co., Ltd | 2,440 | $210.9K | 0.03% | +2,440 | New |
| SNS Financial Group, LLC | 2,466 | $213.1K | 0.00% | +2,466 | New |
| Aristotle Capital Management, LLC | 2,467 | $213.2K | 0.00% | +2,467 | New |
| Cidel Asset Management Inc | 2,482 | $214.5K | 0.01% | −114−4.4% | Reduced |
| Danske Bank A/S | 2,500 | $216.1K | 0.00% | 00.0% | Unchanged |
| Capital Investment Advisors, LLC | 2,506 | $216.6K | 0.00% | −189−7.0% | Reduced |
| EverSource Wealth Advisors, LLC | 2,508 | $216.8K | 0.01% | −109−4.2% | Reduced |
| Turtle Creek Wealth Advisors, LLC | 2,511 | $217.0K | 0.01% | +2,511 | New |
| Pettee Investors, Inc. | 2,523 | $218.1K | 0.11% | 00.0% | Unchanged |
| Everpar Advisors LLC | 2,526 | $218.3K | 0.06% | +2,526 | New |
| Midwest Financial Group LLC | 2,538 | $219.3K | 0.08% | +2+0.1% | Added |
| Intelligence Driven Advisers, LLC | 2,539 | $219.4K | 0.04% | +2,539 | New |
| First National Bank Sioux Falls | 2,691 | $220.7K | 0.06% | 00.0% | Unchanged |
| Poinciana Advisors Group, LLC | 2,555 | $220.8K | 0.16% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 2,544 | $221.4K | 0.01% | 00.0% | Unchanged |
| Twin Focus Capital Partners, LLC | 2,600 | $224.7K | 0.02% | 00.0% | Unchanged |
| Welch Group, LLC | 2,601 | $224.8K | 0.01% | 00.0% | Unchanged |
| Mutual Advisors, LLC | 2,646 | $228.7K | 0.00% | +2,646 | New |
| VestGen Advisors, LLC | 2,654 | $229.4K | 0.01% | +153+6.1% | Added |
| State of Wyoming | 2,660 | $229.9K | 0.02% | +2,660 | New |
| Vontobel Holding Ltd. | 2,672 | $230.9K | 0.00% | +2,672 | New |
| Avanza Fonder AB | 2,674 | $231.1K | 0.01% | +1,144+74.8% | Added |
| W.G. Shaheen & Associates DBA Whitney & Co | 2,696 | $233.0K | 0.02% | 00.0% | Unchanged |
| Aprio Wealth Management, LLC | 2,700 | $233.3K | 0.01% | +10.0% | Added |
| Perigon Wealth Management, LLC | 2,714 | $234.6K | 0.00% | +2,714 | New |
| Leavell Investment Management, Inc. | 2,728 | $235.8K | 0.01% | 00.0% | Unchanged |
| Optas, LLC | 2,730 | $236.0K | 0.03% | +111+4.2% | Added |
| Guyasuta Investment Advisors Inc | 2,739 | $236.7K | 0.01% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 2,741 | $236.9K | 0.00% | +2,741 | New |
| Northstar Advisory Group, LLC | 2,742 | $237.0K | 0.07% | 00.0% | Unchanged |
| Indivisible Partners | 2,746 | $237.4K | 0.01% | +113+4.3% | Added |
| IFP Advisors, Inc | 2,780 | $240.3K | 0.00% | +195+7.5% | Added |
| Westover Capital Advisors, LLC | 2,800 | $242.0K | 0.04% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 2,800 | $242.0K | 0.04% | 00.0% | Unchanged |