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 |
|---|---|---|---|---|---|
| Creative Capital Management Investments LLC | 1,533 | $132.5K | 0.03% | +32+2.1% | Added |
| Hantz Financial Services, Inc. | 1,493 | $129.0K | 0.00% | +171+12.9% | Added |
| Optiver Holding B.V. | 1,484 | $128.3K | 0.00% | +377+34.1% | Added |
| Custom Index Systems, LLC | 1,470 | $127.1K | 0.05% | +1,470 | New |
| Transamerica Financial Advisors, Inc. | 1,444 | $124.8K | 0.01% | −134−8.5% | Reduced |
| TD Waterhouse Canada Inc. | 1,423 | $122.6K | 0.00% | 00.0% | Unchanged |
| Retirement Wealth Solutions LLC | 1,413 | $122.1K | 0.07% | +1,358+2,469.1% | Added |
| Siemens Fonds Invest GmbH | 1,411 | $122.0K | 0.01% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 1,384 | $119.6K | 0.02% | 00.0% | Unchanged |
| Hilltop National Bank | 1,267 | $109.5K | 0.02% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 1,266 | $109.4K | 0.01% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 1,252 | $108.2K | 0.01% | +1,252 | New |
| Southern Michigan Bank & Trust | 1,250 | $108.0K | 0.04% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 1,238 | $107.0K | 0.01% | +256+26.1% | Added |
| Cape Investment Advisory, Inc. | 1,225 | $105.9K | 0.03% | +1,225 | New |
| Rocky Mountain Advisers, LLC | 1,196 | $103.3K | 0.03% | +4+0.3% | Added |
| Rogco, LP | 1,120 | $96.8K | 0.03% | 00.0% | Unchanged |
| Y.D. More Investments Ltd | 1,093 | $94.5K | 0.00% | +39+3.7% | Added |
| Clearstead Advisors, LLC | 1,083 | $93.6K | 0.00% | +971+867.0% | Added |
| Truvestments Capital LLC | 1,012 | $87.5K | 0.01% | +1+0.1% | 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 |
| CVA Family Office, LLC | 993 | $85.8K | 0.01% | +2+0.2% | Added |
| Bayforest Capital Ltd | 990 | $85.6K | 0.08% | +990 | New |
| Mowery & Schoenfeld Wealth Management, LLC | 976 | $84.4K | 0.11% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 956 | $82.6K | 0.03% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 949 | $82.0K | 0.01% | 00.0% | Unchanged |
| Ostrum Asset Management | 938 | $81.1K | 0.00% | −188−16.7% | Reduced |
| Cassaday & Co Wealth Management LLC | 931 | $80.5K | 0.00% | 00.0% | Unchanged |
| Bullock Wealth Management Group | 907 | $78.2K | 0.03% | +900+12,857.1% | Added |
| Quarry LP | 903 | $78.0K | 0.01% | −1,890−67.7% | Reduced |
| Strategic Wealth Partners, Ltd. | 877 | $75.8K | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 872 | $75.4K | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 860 | $74.3K | 0.01% | +11+1.3% | Added |
| City State Bank | 808 | $69.8K | 0.02% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 806 | $69.7K | 0.02% | −169−17.3% | Reduced |
| Cromwell Holdings LLC | 788 | $68.1K | 0.03% | +16+2.1% | Added |
| Centennial Bank | 777 | $67.2K | 0.02% | 00.0% | Unchanged |
| Sims Investment Management, LLC | 747 | $64.6K | 0.02% | +747 | New |
| MV Capital Management, Inc. | 716 | $61.9K | 0.01% | +2+0.3% | Added |
| Ronald Blue Trust, Inc. | 715 | $61.8K | 0.00% | −569−44.3% | Reduced |
| Key Financial Inc | 714 | $61.7K | 0.01% | 00.0% | Unchanged |
| Spire Wealth Management | 706 | $61.0K | 0.00% | −90−11.3% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 700 | $60.5K | 0.01% | −6−0.8% | Reduced |
| Pinnacle Bancorp, Inc. | 696 | $60.2K | 0.02% | 00.0% | Unchanged |
| NBH Bank | 677 | $58.5K | 0.02% | +677 | New |
| True Wealth Design, LLC | 675 | $58.3K | 0.01% | +79+13.3% | Added |
| LRI Investments, LLC | 672 | $58.1K | 0.00% | +134+24.9% | Added |
| Index Technologies Group LLC | 670 | $57.9K | 0.05% | +670 | New |
| Heritage Wealth Advisors | 658 | $56.9K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 639 | $55.7K | 0.00% | −3−0.5% | Reduced |
| EFG International AG | 640 | $55.3K | 0.00% | +374+140.6% | Added |
| Manning & Napier Advisors LLC | 628 | $54.6K | 0.00% | +82+15.0% | Added |
| Onefund, LLC | 627 | $54.2K | 0.03% | −5−0.8% | Reduced |
| CoreCap Advisors, LLC | 614 | $53.0K | 0.00% | +2+0.3% | Added |
| Fedenia Advisers LLC | 613 | $53.0K | 0.01% | +613 | New |
| Delta Asset Management LLC | 605 | $52.3K | 0.00% | 00.0% | Unchanged |
| Mechanics Financial Corp | 605 | $52.3K | 0.02% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 600 | $51.9K | 0.00% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 598 | $51.7K | 0.01% | 00.0% | Unchanged |
| Tower Trust & Investment Co | 579 | $50.0K | 0.03% | 00.0% | Unchanged |
| Bravera Wealth | 578 | $50.0K | 0.02% | +117+25.4% | Added |
| Planning Strategies Inc. | 569 | $49.2K | 0.03% | +569 | New |
| Independence Bank of Kentucky | 556 | $48.1K | 0.01% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 553 | $47.8K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 534 | $46.2K | 0.00% | 00.0% | Unchanged |
| Compass Financial Management LLC | 541 | $45.4K | 0.01% | +541 | New |
| Glass Jacobson Investment Advisors llc | 510 | $44.1K | 0.01% | 00.0% | Unchanged |
| Triumph Capital Management | 508 | $43.9K | 0.01% | 00.0% | Unchanged |
| Institute for Wealth Management, LLC. | 507 | $43.8K | 0.00% | +507 | New |
| Loomis Sayles & Co L P | 498 | $43.0K | 0.00% | +497+49,700.0% | Added |
| Cedar Mountain Advisors, LLC | 493 | $42.6K | 0.01% | 00.0% | Unchanged |
| Fairscale Capital, LLC | 492 | $42.5K | 0.03% | 00.0% | Unchanged |
| Private Trust Co NA | 482 | $41.7K | 0.00% | 00.0% | Unchanged |
| Carolina Wealth Advisors, LLC | 478 | $41.3K | 0.02% | 00.0% | Unchanged |
| Avion Wealth | 485 | $41.0K | 0.01% | 00.0% | Unchanged |
| Basecamp Wealth Advisors LLC | 464 | $40.1K | 0.01% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 463 | $40.0K | 0.00% | +12+2.7% | Added |
| Crewe Advisors LLC | 461 | $39.8K | 0.00% | +325+239.0% | Added |
| Prosperity Bancshares Inc | 443 | $38.3K | 0.03% | 00.0% | Unchanged |
| Ares Financial Consulting, LLC | 430 | $37.2K | 0.03% | 00.0% | Unchanged |
| Roxbury Financial LLC | 399 | $34.5K | 0.03% | +3+0.8% | Added |
| Action Point Financial Planning, LLC | 401 | $34.4K | 0.00% | +401 | New |
| Alpine Bank Wealth Management | 387 | $33.4K | 0.00% | +387 | New |
| Atlantic Trust, LLC | 381 | $32.9K | 0.00% | 00.0% | Unchanged |
| Ameriflex Group, Inc. | 368 | $31.8K | 0.01% | +46+14.3% | Added |
| Burk Holdings LLC | 363 | $31.4K | 0.01% | 00.0% | Unchanged |
| City Holding Co | 358 | $30.9K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 352 | $30.4K | 0.02% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 351 | $30.3K | 0.00% | +9+2.6% | Added |
| MidFirst Bank | 350 | $30.3K | 0.00% | 00.0% | Unchanged |
| Knuff & Co LLC | 350 | $30.3K | 0.01% | +350 | New |
| Smithfield Trust Co | 345 | $30.0K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 334 | $28.9K | 0.00% | −91−21.4% | Reduced |
| CNB Bank | 324 | $28.0K | 0.01% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 321 | $27.7K | 0.00% | +101+45.9% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 312 | $27.0K | 0.00% | +31+11.0% | Added |
| SHP Wealth Management | 312 | $27.0K | 0.00% | −33−9.6% | Reduced |
| Essential Partners LLC | 311 | $26.9K | 0.01% | +45+16.9% | Added |