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 |
|---|---|---|---|---|---|
| Meiji Yasuda Asset Management Co Ltd. | 4,870 | $420.9K | 0.02% | 00.0% | Unchanged |
| Aptus Capital Advisors, LLC | 4,876 | $421.4K | 0.00% | +173+3.7% | Added |
| LexAurum Advisors, LLC | 4,894 | $423.0K | 0.05% | −89−1.8% | Reduced |
| Rothschild Investment LLC | 4,921 | $425.3K | 0.02% | +4,012+441.4% | Added |
| Keating Financial Advisory Services, Inc. | 4,954 | $428.2K | 0.06% | +63+1.3% | Added |
| Kera Capital Partners, Inc. | 5,012 | $433.2K | 0.04% | +1,056+26.7% | Added |
| LSV Asset Management | 5,056 | $437.0K | 0.00% | 00.0% | Unchanged |
| Trust Co of Kansas | 5,059 | $437.0K | 0.22% | +1,333+35.8% | Added |
| Intrust Bank NA | 5,057 | $437.1K | 0.03% | −72−1.4% | Reduced |
| Equity Wealth Partners, LLC | 5,098 | $440.6K | 0.16% | +5,098 | New |
| Apollon Wealth Management, LLC | 5,138 | $444.1K | 0.01% | +1,030+25.1% | Added |
| Independent Advisor Alliance | 5,163 | $446.2K | 0.01% | +630+13.9% | Added |
| Mattern Wealth Management LLC | 5,180 | $447.7K | 0.07% | 00.0% | Unchanged |
| Panagora Asset Management Inc | 5,183 | $448.0K | 0.00% | 00.0% | Unchanged |
| Lombard Odier Asset Management (Switzerland) SA | 5,200 | $449.4K | 0.01% | +5,200 | New |
| Ritholtz Wealth Management | 5,300 | $458.1K | 0.01% | +210+4.1% | Added |
| Anchyra Partners LLC | 5,324 | $460.2K | 0.11% | −5−0.1% | Reduced |
| Balboa Wealth Partners | 5,338 | $461.4K | 0.06% | −10.0% | Reduced |
| Advantage Trust Co | 5,350 | $462.4K | 0.16% | +5,250+5,250.0% | Added |
| Bessemer Group Inc | 5,357 | $463.0K | 0.00% | +1,222+29.6% | Added |
| Vista Investment Partners LLC | 5,358 | $463.1K | 0.12% | 00.0% | Unchanged |
| Warren Averett Asset Management, LLC | 5,382 | $465.2K | 0.00% | −224−4.0% | Reduced |
| Prosperity Consulting Group, LLC | 5,398 | $466.5K | 0.02% | +5,398 | New |
| Tradewinds, LLC. | 5,865 | $469.0K | 0.15% | +2,258+62.6% | Added |
| Apollon Financial, LLC | 5,442 | $470.4K | 0.06% | +32+0.6% | Added |
| Steward Partners Investment Advisory, LLC | 5,480 | $473.6K | 0.00% | +2,030+58.8% | Added |
| Schulhoff & Co Inc | 5,500 | $475.4K | 0.19% | 00.0% | Unchanged |
| Wedmont Private Capital | 5,562 | $476.7K | 0.01% | +575+11.5% | Added |
| Metis Global Partners, LLC | 5,542 | $479.0K | 0.01% | −979−15.0% | Reduced |
| AlphaStar Capital Management, LLC | 5,603 | $484.3K | 0.03% | +56+1.0% | Added |
| Evolve Private Wealth, LLC | 5,628 | $486.5K | 0.03% | −4,533−44.6% | Reduced |
| Ballentine Partners, LLC | 5,652 | $488.5K | 0.01% | +1,180+26.4% | Added |
| Naples Global Advisors, LLC | 5,670 | $490.1K | 0.03% | +172+3.1% | Added |
| Miracle Mile Advisors, LLC | 5,751 | $497.0K | 0.01% | +562+10.8% | Added |
| Prairie Advisory, LLC | 5,761 | $497.9K | 0.12% | +5,761 | New |
| NBC Securities, Inc. | 5,814 | $502.5K | 0.03% | −29−0.5% | Reduced |
| Pensionmark Financial Group, LLC | 6,090 | $503.7K | 0.01% | −1,888−23.7% | Reduced |
| Transcend Wealth Collective, LLC | 5,907 | $510.5K | 0.03% | +761+14.8% | Added |
| Uncommon Cents Investing LLC | 5,910 | $510.8K | 0.11% | +100+1.7% | Added |
| Huntington National Bank | 5,940 | $513.4K | 0.00% | +345+6.2% | Added |
| AlphaCore Capital LLC | 6,009 | $519.4K | 0.01% | +609+11.3% | Added |
| Waterfront Wealth Inc. | 6,067 | $520.0K | 0.08% | 00.0% | Unchanged |
| Kentucky Retirement Systems Insurance Trust Fund | 6,030 | $521.2K | 0.03% | −27−0.4% | Reduced |
| Securian Asset Management, Inc | 6,105 | $522.5K | 0.02% | −100−1.6% | Reduced |
| Gentry Private Wealth, LLC | 6,098 | $527.0K | 0.27% | 00.0% | Unchanged |
| Agf Management Ltd | 6,121 | $529.0K | 0.00% | +6,121 | New |
| Laird Norton Trust Company, LLC | 6,266 | $541.6K | 0.01% | +10+0.2% | Added |
| STRS Ohio | 6,270 | $541.9K | 0.00% | +765+13.9% | Added |
| Simplicity Wealth,LLC | 6,285 | $543.2K | 0.02% | +1,587+33.8% | Added |
| GoalVest Advisory LLC | 6,290 | $543.7K | 0.10% | +26+0.4% | Added |
| Baker Avenue Asset Management, LP | 6,341 | $548.1K | 0.01% | +668+11.8% | Added |
| Prime Capital Investment Advisors, LLC | 6,419 | $554.8K | 0.01% | −411−6.0% | Reduced |
| Harbour Investments, Inc. | 6,483 | $560.3K | 0.01% | −699−9.7% | Reduced |
| Amica Mutual Insurance Co | 6,546 | $566.0K | 0.05% | −2,635−28.7% | Reduced |
| Arkadios Wealth Advisors | 6,558 | $566.8K | 0.01% | +76+1.2% | Added |
| Krilogy Financial LLC | 6,580 | $568.7K | 0.02% | +44+0.7% | Added |
| Excelsior Advisor Network LLC | 6,580 | $568.7K | 0.08% | +3,731+131.0% | Added |
| Kingsview Wealth Management, LLC | 6,595 | $570.0K | 0.01% | +69+1.1% | Added |
| National Asset Management, Inc. | 6,601 | $574.4K | 0.03% | −109−1.6% | Reduced |
| PensionDanmark Pensionsforsikringsaktieselskab | 6,660 | $575.6K | 0.00% | 00.0% | Unchanged |
| IFG Advisory, LLC | 6,667 | $576.2K | 0.02% | +6,667 | New |
| Aaron Wealth Advisors | 6,727 | $581.4K | 0.03% | +1,591+31.0% | Added |
| Buckingham Strategic Partners | 6,767 | $584.9K | 0.00% | +6,767 | New |
| North Dakota State Investment Board | 6,844 | $591.5K | 0.02% | +115+1.7% | Added |
| Marex Group plc | 6,911 | $597.3K | 0.00% | +6,911 | New |
| Citizens Financial Group Inc | 6,924 | $598.4K | 0.01% | +4,226+156.6% | Added |
| MUFG Securities Americas Inc. | 6,943 | $600.1K | 0.03% | +573+9.0% | Added |
| Ti-Trust, Inc | 7,047 | $609.1K | 0.33% | −100−1.4% | Reduced |
| Avantra Family Wealth, Inc. | 7,094 | $613.1K | 0.39% | +3,626+104.6% | Added |
| MainStreet Investment Advisors LLC | 7,099 | $613.6K | 0.08% | +11+0.2% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 7,139 | $618.5K | 0.00% | −1,625−18.5% | Reduced |
| Intrua Financial, LLC | 7,193 | $621.7K | 0.06% | −509−6.6% | Reduced |
| Profund Advisors LLC | 7,217 | $623.8K | 0.02% | −637−8.1% | Reduced |
| Novak & Powell Financial Services, Inc. | 7,220 | $624.0K | 0.29% | +58+0.8% | Added |
| PFG Investments, LLC | 7,255 | $627.1K | 0.02% | +1,177+19.4% | Added |
| Jeppson Wealth Management, LLC | 7,345 | $634.8K | 0.19% | −60−0.8% | Reduced |
| Sound Income Strategies, LLC | 7,378 | $637.7K | 0.03% | −835−10.2% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 7,390 | $638.7K | 0.01% | +24+0.3% | Added |
| Ameritas Advisory Services, LLC | 7,500 | $648.2K | 0.01% | +4,416+143.2% | Added |
| Mariner, LLC | 7,552 | $652.8K | 0.00% | +5,033+199.8% | Added |
| Aware Super Pty Ltd as trustee of Aware Super | 7,572 | $654.4K | 0.01% | −2,458−24.5% | Reduced |
| Cynosure Management, LLC | 7,743 | $669.2K | 0.10% | +7,743 | New |
| Inscription Capital, LLC | 7,755 | $670.2K | 0.06% | +173+2.3% | Added |
| EP Wealth Advisors, LLC | 7,811 | $675.1K | 0.00% | −91−1.2% | Reduced |
| Callan Family Office, LLC | 7,814 | $675.4K | 0.01% | −58−0.7% | Reduced |
| V-Square Quantitative Management LLC | 7,875 | $680.6K | 0.06% | +69+0.9% | Added |
| Empirical Finance, LLC | 8,082 | $698.5K | 0.03% | +269+3.4% | Added |
| Benjamin Edwards Inc | 8,086 | $698.8K | 0.01% | +1,069+15.2% | Added |
| BKD Wealth Advisors, LLC | 8,200 | $708.8K | 0.01% | 00.0% | Unchanged |
| Syon Capital LLC | 8,271 | $714.9K | 0.03% | +58+0.7% | Added |
| Walleye Capital LLC | 8,393 | $725.4K | 0.00% | +8,385+104,812.5% | Added |
| Potomac Fund Management Inc | 8,420 | $727.8K | 0.02% | +56+0.7% | Added |
| Everence Capital Management Inc | 8,550 | $739.0K | 0.04% | 00.0% | Unchanged |
| Heartland Bank & Trust Co | 8,593 | $742.7K | 0.15% | −101−1.2% | Reduced |
| Evergreen Capital Management LLC | 8,631 | $746.0K | 0.01% | −902−9.5% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 8,739 | $755.3K | 0.01% | +197+2.3% | Added |
| Blackhawk Capital Partners LLC. | 8,769 | $757.9K | 0.25% | +3,857+78.5% | Added |
| Smith, Moore & Co. | 8,774 | $758.3K | 0.05% | −81−0.9% | Reduced |
| Modern Wealth Management, LLC | 8,809 | $761.4K | 0.01% | +73+0.8% | Added |
| Verity Asset Management, Inc. | 8,846 | $764.6K | 0.29% | +859+10.8% | Added |