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 |
|---|---|---|---|---|---|
| Foundations Investment Advisors, LLC | 2,814 | $243.2K | 0.00% | −148−5.0% | Reduced |
| Fifth Third Wealth Advisors LLC | 2,822 | $243.9K | 0.01% | −142−4.8% | Reduced |
| Frank, Rimerman Advisors LLC | 2,826 | $244.3K | 0.01% | +2,826 | New |
| AlphaGrep UK Ltd | 2,879 | $248.8K | 0.08% | +304+11.8% | Added |
| Ifrah Financial Services, Inc. | 2,881 | $249.0K | 0.06% | −39−1.3% | Reduced |
| PCM Encore, LLC | 2,907 | $251.2K | 0.04% | −21−0.7% | Reduced |
| Venturi Wealth Management, LLC | 2,931 | $253.3K | 0.01% | −702−19.3% | Reduced |
| Burton Enright Welch | 2,932 | $253.4K | 0.03% | +20+0.7% | Added |
| Savvy Advisors, Inc. | 2,948 | $254.8K | 0.01% | +284+10.7% | Added |
| Phoenix Wealth Advisors | 2,953 | $255.2K | 0.09% | −47−1.6% | Reduced |
| Capula Management Ltd | 2,959 | $255.7K | 0.00% | −1,466−33.1% | Reduced |
| Washington Trust Bank | 3,000 | $259.3K | 0.02% | 00.0% | Unchanged |
| Barnes Wealth Management Group, Inc | 3,020 | $261.0K | 0.12% | −62−2.0% | Reduced |
| Bedel Financial Consulting, Inc. | 3,022 | $261.2K | 0.03% | −54−1.8% | Reduced |
| Hager Investment Management Services, LLC | 3,060 | $264.5K | 0.12% | 00.0% | Unchanged |
| Beacon Pointe Advisors, LLC | 3,070 | $265.3K | 0.00% | −869−22.1% | Reduced |
| Summitry LLC | 3,073 | $265.6K | 0.01% | +3,073 | New |
| Clearwater Capital Advisors, LLC | 3,074 | $265.7K | 0.02% | 00.0% | Unchanged |
| Wealth Alliance Advisory Group, LLC | 3,097 | $267.7K | 0.04% | 00.0% | Unchanged |
| Commerzbank Aktiengesellschaft | 3,152 | $272.0K | 0.01% | 00.0% | Unchanged |
| Camden Capital, LLC | 3,203 | $276.8K | 0.01% | +3,203 | New |
| Tower Research Capital LLC (TRC) | 3,231 | $279.3K | 0.01% | −10,799−77.0% | Reduced |
| Snowden Capital Advisors LLC | 3,257 | $281.5K | 0.01% | −1,160−26.3% | Reduced |
| CFS Investment Advisory Services, LLC | 3,195 | $281.6K | 0.02% | +59+1.9% | Added |
| R Squared Ltd | 3,314 | $286.4K | 0.15% | +3,314 | New |
| OneAscent Financial Services LLC | 3,331 | $287.9K | 0.01% | −284−7.9% | Reduced |
| Alteri Wealth LLC | 3,343 | $288.9K | 0.08% | +813+32.1% | Added |
| Stirlingshire Investments, Inc. | 3,359 | $290.3K | 0.22% | +49+1.5% | Added |
| Massmutual Trust Co FSB | 3,398 | $293.7K | 0.01% | −100−2.9% | Reduced |
| Sagespring Wealth Partners, LLC | 3,401 | $293.9K | 0.00% | +39+1.2% | Added |
| Capital Investment Management, Inc. | 3,406 | $294.4K | 0.09% | −24−0.7% | Reduced |
| Stratos Wealth Partners, LTD. | 3,406 | $294.5K | 0.00% | +3,406 | New |
| KC Investment Advisors, LLC | 3,432 | $296.6K | 0.06% | +27+0.8% | Added |
| Checchi Capital Advisers, LLC | 3,441 | $297.4K | 0.02% | +156+4.7% | Added |
| Ashton Thomas Private Wealth, LLC | 3,487 | $301.4K | 0.01% | +68+2.0% | Added |
| Quent Capital, LLC | 3,491 | $301.7K | 0.02% | +187+5.7% | Added |
| Brown Advisory Inc | 3,522 | $304.4K | 0.00% | +324+10.1% | Added |
| West Family Investments, Inc. | 3,533 | $305.4K | 0.09% | +3,533 | New |
| Advyzon Investment Management, LLC | 3,554 | $307.2K | 0.02% | −2,234−38.6% | Reduced |
| Northwest & Ethical Investments L.P. | 3,549 | $308.8K | 0.01% | −5,838−62.2% | Reduced |
| Holistic Planning, LLC | 3,648 | $315.3K | 0.05% | +259+7.6% | Added |
| Prelude Capital Management, LLC | 3,675 | $317.6K | 0.02% | −2,475−40.2% | Reduced |
| Bull Harbor Capital LLC | 3,687 | $318.7K | 0.06% | +141+4.0% | Added |
| LMR Partners LLP | 3,725 | $322.0K | 0.00% | +3,725 | New |
| CX Institutional | 3,728 | $322.0K | 0.01% | +220+6.3% | Added |
| Kimelman & Baird, LLC | 3,734 | $322.7K | 0.02% | 00.0% | Unchanged |
| Smith Chas P & Associates Pa Cpas | 3,735 | $322.8K | 0.02% | 00.0% | Unchanged |
| Texas Yale Capital Corp. | 3,743 | $323.5K | 0.01% | 00.0% | Unchanged |
| CWA Asset Management Group, LLC | 3,749 | $324.1K | 0.01% | −13−0.3% | Reduced |
| Gradient Investments LLC | 3,754 | $324.5K | 0.00% | +113+3.1% | Added |
| Boothbay Fund Management, LLC | 3,776 | $326.4K | 0.01% | −7,546−66.6% | Reduced |
| Cornerstone Wealth Management, LLC | 3,794 | $327.9K | 0.01% | +16+0.4% | Added |
| Sowell Financial Services LLC | 3,797 | $328.1K | 0.01% | −56−1.5% | Reduced |
| Tema ETFs LLC | 3,798 | $328.3K | 0.01% | +290+8.3% | Added |
| First National Advisers, LLC | 3,804 | $328.8K | 0.05% | +32+0.8% | Added |
| Bank & Trust Co | 3,809 | $329.2K | 0.21% | 00.0% | Unchanged |
| Texas Capital Bank Wealth Management Services Inc | 3,854 | $333.1K | 0.02% | +65+1.7% | Added |
| TCW Group Inc | 3,862 | $333.8K | 0.00% | +67+1.8% | Added |
| Northland Securities, Inc. | 3,873 | $334.7K | 0.19% | 00.0% | Unchanged |
| Glenview Trust Co | 3,881 | $335.4K | 0.00% | +581+17.6% | Added |
| Legacy Financial Strategies, LLC | 3,893 | $336.5K | 0.05% | 00.0% | Unchanged |
| Larson Financial Group LLC | 3,914 | $338.3K | 0.01% | +703+21.9% | Added |
| Kingdom Financial Group LLC. | 3,923 | $339.1K | 0.09% | −261−6.2% | Reduced |
| Kavar Capital Partners Group, LLC | 3,949 | $341.3K | 0.04% | +34+0.9% | Added |
| KCM Investment Advisors LLC | 3,949 | $341.3K | 0.01% | −54−1.3% | Reduced |
| Caliber Wealth Management, LLC | 3,953 | $341.7K | 0.03% | +1,386+54.0% | Added |
| High Point Wealth Management, LLC | 3,965 | $342.7K | 0.28% | +1,393+54.2% | Added |
| Alpha Family Trust | 3,970 | $343.1K | 0.14% | 00.0% | Unchanged |
| Vaughan David Investments LLC | 4,021 | $348.0K | 0.01% | 00.0% | Unchanged |
| Aviva PLC | 4,041 | $349.3K | 0.00% | 00.0% | Unchanged |
| Crestwood Advisors Group LLC | 4,071 | $351.9K | 0.01% | +581+16.6% | Added |
| Probity Advisors, Inc. | 4,097 | $354.1K | 0.05% | −14−0.3% | Reduced |
| Black Diamond Financial, LLC | 4,129 | $356.9K | 0.03% | +88+2.2% | Added |
| Summit Financial, LLC | 4,196 | $362.7K | 0.00% | +311+8.0% | Added |
| Sound Stewardship, LLC | 4,232 | $365.8K | 0.15% | 00.0% | Unchanged |
| Eastern Bank | 4,232 | $365.8K | 0.01% | 00.0% | Unchanged |
| Garrett Investment Advisors LLC | 4,283 | $370.2K | 0.03% | −303−6.6% | Reduced |
| Providence Financial Advisors, LLC | 4,325 | $373.8K | 0.21% | +3+0.1% | Added |
| Canada Post Corp Registered Pension Plan | 4,325 | $373.8K | 0.01% | 00.0% | Unchanged |
| Keystone Financial Group | 4,342 | $375.3K | 0.02% | +285+7.0% | Added |
| Saiph Capital, LLC | 4,348 | $375.8K | 0.11% | +4,348 | New |
| Westwood Holdings Group Inc. | 4,362 | $377.0K | 0.00% | +4,362 | New |
| Triad Wealth Partners, LLC | 4,537 | $377.6K | 0.02% | +88+2.0% | Added |
| Valeo Financial Advisors, LLC | 4,398 | $380.1K | 0.01% | +1,880+74.7% | Added |
| Versant Capital Management, Inc | 4,421 | $382.1K | 0.03% | +309+7.5% | Added |
| Mather Group, LLC. | 4,429 | $382.8K | 0.00% | +123+2.9% | Added |
| Cresset Asset Management, LLC | 4,437 | $383.5K | 0.00% | +292+7.0% | Added |
| Cura Wealth Advisors, LLC | 4,497 | $388.7K | 0.17% | +38+0.9% | Added |
| Integris Wealth Management, LLC | 4,570 | $395.0K | 0.08% | 00.0% | Unchanged |
| Walker Asset Management, LLC | 4,576 | $395.5K | 0.20% | −22−0.5% | Reduced |
| D.A. Davidson & Co. | 4,587 | $396.5K | 0.00% | −12−0.3% | Reduced |
| Wedbush Securities Inc | 4,650 | $402.0K | 0.01% | −428−8.4% | Reduced |
| Axq Capital, LP | 4,692 | $405.5K | 0.04% | −2,406−33.9% | Reduced |
| Kentucky Trust Co | 4,746 | $410.2K | 0.20% | −5−0.1% | Reduced |
| Central Trust Co | 4,754 | $410.9K | 0.01% | +13+0.3% | Added |
| Sym Financial Corp | 4,781 | $413.2K | 0.03% | +551+13.0% | Added |
| Equitable Holdings, Inc. | 4,812 | $415.9K | 0.00% | −828−14.7% | Reduced |
| Johnson Investment Counsel Inc | 4,844 | $418.7K | 0.00% | −598−11.0% | Reduced |
| Garner Asset Management Corp | 4,857 | $419.8K | 0.14% | 00.0% | Unchanged |
| Greenleaf Trust | 4,859 | $420.0K | 0.00% | +112+2.4% | Added |