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 |
|---|---|---|---|---|---|
| Texas Yale Capital Corp. | 3,743 | $323.5K | 0.01% | 00.0% | Unchanged |
| Smith Chas P & Associates Pa Cpas | 3,735 | $322.8K | 0.02% | 00.0% | Unchanged |
| Kimelman & Baird, LLC | 3,734 | $322.7K | 0.02% | 00.0% | Unchanged |
| CX Institutional | 3,728 | $322.0K | 0.01% | +220+6.3% | Added |
| LMR Partners LLP | 3,725 | $322.0K | 0.00% | +3,725 | New |
| Bull Harbor Capital LLC | 3,687 | $318.7K | 0.06% | +141+4.0% | Added |
| Prelude Capital Management, LLC | 3,675 | $317.6K | 0.02% | −2,475−40.2% | Reduced |
| Holistic Planning, LLC | 3,648 | $315.3K | 0.05% | +259+7.6% | Added |
| Northwest & Ethical Investments L.P. | 3,549 | $308.8K | 0.01% | −5,838−62.2% | Reduced |
| Advyzon Investment Management, LLC | 3,554 | $307.2K | 0.02% | −2,234−38.6% | Reduced |
| West Family Investments, Inc. | 3,533 | $305.4K | 0.09% | +3,533 | New |
| Brown Advisory Inc | 3,522 | $304.4K | 0.00% | +324+10.1% | Added |
| Quent Capital, LLC | 3,491 | $301.7K | 0.02% | +187+5.7% | Added |
| Ashton Thomas Private Wealth, LLC | 3,487 | $301.4K | 0.01% | +68+2.0% | Added |
| Checchi Capital Advisers, LLC | 3,441 | $297.4K | 0.02% | +156+4.7% | Added |
| KC Investment Advisors, LLC | 3,432 | $296.6K | 0.06% | +27+0.8% | Added |
| Stratos Wealth Partners, LTD. | 3,406 | $294.5K | 0.00% | +3,406 | New |
| Capital Investment Management, Inc. | 3,406 | $294.4K | 0.09% | −24−0.7% | Reduced |
| Sagespring Wealth Partners, LLC | 3,401 | $293.9K | 0.00% | +39+1.2% | Added |
| Massmutual Trust Co FSB | 3,398 | $293.7K | 0.01% | −100−2.9% | Reduced |
| Stirlingshire Investments, Inc. | 3,359 | $290.3K | 0.22% | +49+1.5% | Added |
| Alteri Wealth LLC | 3,343 | $288.9K | 0.08% | +813+32.1% | Added |
| OneAscent Financial Services LLC | 3,331 | $287.9K | 0.01% | −284−7.9% | Reduced |
| R Squared Ltd | 3,314 | $286.4K | 0.15% | +3,314 | New |
| CFS Investment Advisory Services, LLC | 3,195 | $281.6K | 0.02% | +59+1.9% | Added |
| Snowden Capital Advisors LLC | 3,257 | $281.5K | 0.01% | −1,160−26.3% | Reduced |
| Tower Research Capital LLC (TRC) | 3,231 | $279.3K | 0.01% | −10,799−77.0% | Reduced |
| Camden Capital, LLC | 3,203 | $276.8K | 0.01% | +3,203 | New |
| Commerzbank Aktiengesellschaft | 3,152 | $272.0K | 0.01% | 00.0% | Unchanged |
| Wealth Alliance Advisory Group, LLC | 3,097 | $267.7K | 0.04% | 00.0% | Unchanged |
| Clearwater Capital Advisors, LLC | 3,074 | $265.7K | 0.02% | 00.0% | Unchanged |
| Summitry LLC | 3,073 | $265.6K | 0.01% | +3,073 | New |
| Beacon Pointe Advisors, LLC | 3,070 | $265.3K | 0.00% | −869−22.1% | Reduced |
| Hager Investment Management Services, LLC | 3,060 | $264.5K | 0.12% | 00.0% | Unchanged |
| Bedel Financial Consulting, Inc. | 3,022 | $261.2K | 0.03% | −54−1.8% | Reduced |
| Barnes Wealth Management Group, Inc | 3,020 | $261.0K | 0.12% | −62−2.0% | Reduced |
| Washington Trust Bank | 3,000 | $259.3K | 0.02% | 00.0% | Unchanged |
| Capula Management Ltd | 2,959 | $255.7K | 0.00% | −1,466−33.1% | Reduced |
| Phoenix Wealth Advisors | 2,953 | $255.2K | 0.09% | −47−1.6% | Reduced |
| Savvy Advisors, Inc. | 2,948 | $254.8K | 0.01% | +284+10.7% | Added |
| Burton Enright Welch | 2,932 | $253.4K | 0.03% | +20+0.7% | Added |
| Venturi Wealth Management, LLC | 2,931 | $253.3K | 0.01% | −702−19.3% | Reduced |
| PCM Encore, LLC | 2,907 | $251.2K | 0.04% | −21−0.7% | Reduced |
| Ifrah Financial Services, Inc. | 2,881 | $249.0K | 0.06% | −39−1.3% | Reduced |
| AlphaGrep UK Ltd | 2,879 | $248.8K | 0.08% | +304+11.8% | Added |
| Frank, Rimerman Advisors LLC | 2,826 | $244.3K | 0.01% | +2,826 | New |
| Fifth Third Wealth Advisors LLC | 2,822 | $243.9K | 0.01% | −142−4.8% | Reduced |
| Foundations Investment Advisors, LLC | 2,814 | $243.2K | 0.00% | −148−5.0% | Reduced |
| 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 |
| IFP Advisors, Inc | 2,780 | $240.3K | 0.00% | +195+7.5% | Added |
| Indivisible Partners | 2,746 | $237.4K | 0.01% | +113+4.3% | Added |
| Northstar Advisory Group, LLC | 2,742 | $237.0K | 0.07% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 2,741 | $236.9K | 0.00% | +2,741 | New |
| Guyasuta Investment Advisors Inc | 2,739 | $236.7K | 0.01% | 00.0% | Unchanged |
| Optas, LLC | 2,730 | $236.0K | 0.03% | +111+4.2% | Added |
| Leavell Investment Management, Inc. | 2,728 | $235.8K | 0.01% | 00.0% | Unchanged |
| Perigon Wealth Management, LLC | 2,714 | $234.6K | 0.00% | +2,714 | New |
| Aprio Wealth Management, LLC | 2,700 | $233.3K | 0.01% | +10.0% | Added |
| W.G. Shaheen & Associates DBA Whitney & Co | 2,696 | $233.0K | 0.02% | 00.0% | Unchanged |
| Avanza Fonder AB | 2,674 | $231.1K | 0.01% | +1,144+74.8% | Added |
| Vontobel Holding Ltd. | 2,672 | $230.9K | 0.00% | +2,672 | New |
| State of Wyoming | 2,660 | $229.9K | 0.02% | +2,660 | New |
| VestGen Advisors, LLC | 2,654 | $229.4K | 0.01% | +153+6.1% | Added |
| Mutual Advisors, LLC | 2,646 | $228.7K | 0.00% | +2,646 | New |
| Welch Group, LLC | 2,601 | $224.8K | 0.01% | 00.0% | Unchanged |
| Twin Focus Capital Partners, LLC | 2,600 | $224.7K | 0.02% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 2,544 | $221.4K | 0.01% | 00.0% | Unchanged |
| Poinciana Advisors Group, LLC | 2,555 | $220.8K | 0.16% | 00.0% | Unchanged |
| First National Bank Sioux Falls | 2,691 | $220.7K | 0.06% | 00.0% | Unchanged |
| Intelligence Driven Advisers, LLC | 2,539 | $219.4K | 0.04% | +2,539 | New |
| Midwest Financial Group LLC | 2,538 | $219.3K | 0.08% | +2+0.1% | Added |
| Everpar Advisors LLC | 2,526 | $218.3K | 0.06% | +2,526 | New |
| Pettee Investors, Inc. | 2,523 | $218.1K | 0.11% | 00.0% | Unchanged |
| Turtle Creek Wealth Advisors, LLC | 2,511 | $217.0K | 0.01% | +2,511 | New |
| EverSource Wealth Advisors, LLC | 2,508 | $216.8K | 0.01% | −109−4.2% | Reduced |
| Capital Investment Advisors, LLC | 2,506 | $216.6K | 0.00% | −189−7.0% | Reduced |
| Danske Bank A/S | 2,500 | $216.1K | 0.00% | 00.0% | Unchanged |
| Cidel Asset Management Inc | 2,482 | $214.5K | 0.01% | −114−4.4% | Reduced |
| Aristotle Capital Management, LLC | 2,467 | $213.2K | 0.00% | +2,467 | New |
| SNS Financial Group, LLC | 2,466 | $213.1K | 0.00% | +2,466 | New |
| Caitong International Asset Management Co., Ltd | 2,440 | $210.9K | 0.03% | +2,440 | New |
| Forge Financial Services LLC | 2,422 | $209.3K | 0.02% | +2,422 | New |
| Gladstone Institutional Advisory LLC | 2,391 | $206.6K | 0.01% | +2,391 | New |
| Royal Fund Management, LLC | 2,354 | $203.5K | 0.02% | +2,354 | New |
| Mengis Capital Management, Inc. | 2,347 | $202.9K | 0.03% | +2,347 | New |
| RWM Asset Management, LLC | 2,439 | $202.5K | 0.03% | +2,016+476.6% | Added |
| HBW Advisory Services LLC | 2,325 | $200.9K | 0.02% | +2,325 | New |
| Whittier Trust Co | 2,087 | $180.0K | 0.00% | +6+0.3% | Added |
| BFSG, LLC | 2,075 | $179.3K | 0.02% | −642−23.6% | Reduced |
| HHM Wealth Advisors, LLC | 2,074 | $179.3K | 0.02% | 00.0% | Unchanged |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 2,031 | $175.5K | 0.00% | +1,383+213.4% | Added |
| Ameritas Investment Partners, Inc. | 1,979 | $171.0K | 0.00% | −81−3.9% | Reduced |
| Geneos Wealth Management Inc. | 1,852 | $160.1K | 0.00% | −713−27.8% | Reduced |
| Cary Street Partner Investment Advisory LLC | 1,842 | $159.2K | 0.03% | +194+11.8% | 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 |
| Bokf, NA | 1,710 | $147.8K | 0.00% | +312+22.3% | Added |
| First Command Advisory Services, Inc. | 1,652 | $142.8K | 0.00% | +373+29.2% | Added |
| Trust Co of Vermont | 1,585 | $137.0K | 0.01% | +1,585 | New |