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 |
|---|---|---|---|---|---|
| Bayban | 310 | $26.8K | 0.02% | 00.0% | Unchanged |
| WealthCollab, LLC | 304 | $26.3K | 0.01% | 00.0% | Unchanged |
| Valley National Advisers Inc | 301 | $26.0K | 0.00% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 300 | $25.9K | 0.00% | 00.0% | Unchanged |
| Lavaca Capital LLC | 300 | $25.9K | 0.00% | 00.0% | Unchanged |
| Caldwell Trust Co | 300 | $25.9K | 0.00% | +300 | New |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 299 | $25.8K | 0.01% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 277 | $23.9K | 0.00% | +164+145.1% | Added |
| Community Bank, N.A. | 276 | $23.9K | 0.00% | +276 | New |
| University of Texas/Texas Am Investment Managment Co | 271 | $23.4K | 0.00% | +271 | New |
| Mark Sheptoff Financial Planning, LLC | 269 | $23.3K | 0.01% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 260 | $22.5K | 0.01% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 250 | $22.0K | 0.01% | 00.0% | Unchanged |
| Consultiva Wealth Management, Corp. | 250 | $21.6K | 0.05% | 00.0% | Unchanged |
| Rossby Financial, LCC | 246 | $21.3K | 0.00% | −22−8.2% | Reduced |
| GW&K Investment Management, LLC | 234 | $20.0K | 0.00% | −25−9.7% | Reduced |
| UMA Financial Services, Inc. | 224 | $19.4K | 0.00% | +16+7.7% | Added |
| Manchester Capital Management LLC | 218 | $18.8K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 209 | $18.1K | 0.01% | +47+29.0% | Added |
| Flagship Wealth Advisors, LLC | 200 | $17.3K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 198 | $17.1K | 0.00% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 195 | $16.9K | 0.00% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 188 | $16.2K | 0.00% | +107+132.1% | Added |
| Synergy Investment Management, LLC | 185 | $15.9K | 0.00% | +84+83.2% | Added |
| Bank of New Hampshire | 179 | $15.5K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 170 | $15.0K | 0.00% | −14−7.6% | Reduced |
| Pin Oak Investment Advisors Inc | 168 | $15.0K | 0.01% | +3+1.8% | Added |
| Beacon Investment Advisory Services, Inc. | 169 | $14.6K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 169 | $14.6K | 0.00% | +6+3.7% | Added |
| North Star Investment Management Corp. | 160 | $13.8K | 0.00% | +5+3.2% | Added |
| Key Capital Management, INC | 156 | $13.5K | 0.01% | −332−68.0% | Reduced |
| Raleigh Capital Management Inc. | 155 | $13.4K | 0.00% | +1+0.6% | Added |
| Owl Creek Wealth Partners LLC | 155 | $13.4K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 149 | $13.0K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 147 | $12.7K | 0.00% | +1+0.7% | Added |
| Paladin Advisory Group, LLC | 145 | $12.5K | 0.01% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 139 | $12.0K | 0.00% | −8−5.4% | Reduced |
| Covestor Ltd | 143 | $12.0K | 0.01% | −106−42.6% | Reduced |
| JFS Wealth Advisors, LLC | 135 | $11.7K | 0.00% | +12+9.8% | Added |
| Buck Wealth Strategies, LLC | 131 | $11.3K | 0.00% | +131 | New |
| Steigerwald, Gordon & Koch Inc. | 125 | $10.8K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 119 | $10.3K | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 119 | $10.3K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 117 | $10.1K | 0.00% | +39+50.0% | Added |
| Dunhill Financial, LLC | 115 | $10.0K | 0.00% | +3+2.7% | Added |
| TSFG, LLC | 113 | $10.0K | 0.00% | 00.0% | Unchanged |
| Gen-Wealth Partners Inc | 112 | $9.68K | 0.00% | 00.0% | Unchanged |
| McGuire Capital Advisors Inc | 111 | $9.63K | 0.01% | 00.0% | Unchanged |
| Ritter Daniher Financial Advisory LLC | 109 | $9.42K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 103 | $8.90K | 0.00% | 00.0% | Unchanged |
| Private Wealth Asset Management, LLC | 103 | $8.87K | 0.00% | +103 | New |
| Wolff Wiese Magana LLC | 101 | $8.73K | 0.00% | +101 | New |
| New England Capital Financial Advisors LLC | 100 | $8.64K | 0.00% | 00.0% | Unchanged |
| CGC Financial Services, LLC | 98 | $8.47K | 0.00% | 00.0% | Unchanged |
| Millstone Evans Group, LLC | 98 | $8.47K | 0.00% | +10+11.4% | Added |
| Kemnay Advisory Services Inc. | 95 | $8.21K | 0.00% | +5+5.6% | Added |
| Basepoint Wealth LLC | 94 | $8.11K | 0.00% | +51+118.6% | Added |
| Bellevue Asset Management, LLC | 86 | $7.49K | 0.00% | +1+1.2% | Added |
| Addison Advisors LLC | 86 | $7.43K | 0.00% | −1,572−94.8% | Reduced |
| Golden State Wealth Management, LLC | 85 | $7.41K | 0.00% | +85 | New |
| Silver Grove Financial Group, Inc. | 84 | $7.24K | 0.00% | +84 | New |
| Elevated Capital Advisors, LLC | 80 | $6.91K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 76 | $6.57K | 0.00% | +12+18.8% | Added |
| Premier Financial Group | 76 | $6.57K | 0.00% | +76 | New |
| JNBA Financial Advisors | 73 | $6.31K | 0.00% | 00.0% | Unchanged |
| POM Investment Strategies, LLC | 72 | $6.22K | 0.01% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 65 | $5.62K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 65 | $5.62K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 61 | $5.27K | 0.00% | 00.0% | Unchanged |
| Country Trust Bank | 60 | $5.19K | 0.00% | +60 | New |
| Armstrong Advisory Group, Inc | 59 | $5.10K | 0.00% | −8−11.9% | Reduced |
| Cornerstone Financial Management LLC | 57 | $4.93K | 0.00% | +6+11.8% | Added |
| Insight Financial Services | 57 | $4.93K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 57 | $4.91K | 0.00% | 00.0% | Unchanged |
| Signature Equity Partners, LLC | 55 | $4.75K | 0.00% | 00.0% | Unchanged |
| Financial Consulate, Inc | 55 | $4.75K | 0.00% | +3+5.8% | Added |
| Clear Street Markets LLC | 54 | $4.67K | 0.00% | +16+42.1% | Added |
| J.Safra Asset Management Corp | 50 | $4.32K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 50 | $4.32K | 0.00% | +25+100.0% | Added |
| Nykredit A/S | 48 | $4.15K | 0.00% | +48 | New |
| Axiom Investment Management LLC | 47 | $4.06K | 0.00% | +47 | New |
| Brown, Lisle/Cummings, Inc. | 45 | $3.89K | 0.00% | +24+114.3% | Added |
| Fulcrum Asset Management LLP | 44 | $3.83K | 0.00% | −5,236−99.2% | Reduced |
| Park Place Capital Corp | 44 | $3.80K | 0.00% | −6−12.0% | Reduced |
| Marshall Investment Management, LLC | 44 | $3.80K | 0.00% | +44 | New |
| Abound Wealth Management | 42 | $3.67K | 0.00% | +15+55.6% | Added |
| Olistico Wealth, LLC | 41 | $3.54K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 39 | $3.37K | 0.00% | +11+39.3% | Added |
| Bartlett & Co. Wealth Management LLC | 38 | $3.28K | 0.00% | 00.0% | Unchanged |
| Commonwealth Retirement Investments LLC | 38 | $3.25K | 0.00% | +38 | New |
| Boreal Capital Management LLC | 37 | $3.20K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 37 | $3.20K | 0.00% | +11+42.3% | Added |
| Torren Management, LLC | 37 | $3.20K | 0.00% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 36 | $3.11K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 34 | $2.94K | 0.00% | +21+161.5% | Added |
| Cornerstone Planning Group LLC | 33 | $2.88K | 0.00% | −9−21.4% | Reduced |
| TFC Financial Management | 33 | $2.85K | 0.00% | 00.0% | Unchanged |
| First Horizon Corp | 31 | $2.68K | 0.00% | 00.0% | Unchanged |
| S&T Bank | 30 | $2.59K | 0.00% | +18+150.0% | Added |
| Sankala Group LLC | 29 | $2.42K | 0.00% | +7+31.8% | Added |