13F

Stock

Evergy, Inc.

EVRG · held by 34 managers

Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025

Reported value

$667.8M

Holders

34

+0 new · −0 exited

Holders’ est. mark

−$20.6M

Price effect on 15 books still in the name

Largest holder

$371.8M

MORGAN STANLEY

Holder count by quarter

Q2 2018Q3 2018Q1 2019Q2 2019Q3 2019Q4 2019Q1 2020Q2 2020Q3 2020Q4 2020Q1 2021Q2 2021Q3 2021Q4 2021Q1 2022Q2 2022Q3 2022Q4 2022Q1 2023Q2 2023Q3 2023Q4 2023Q1 2024Q2 2024Q3 2024Q4 2024Q1 2025Q2 2025Q3 2025Q4 2025Q1 2026

Who holds it

Notable only
InvestorSharesValueEst. markChange
MORGAN STANLEY19.5M$371.8M—Held
BANK OF AMERICA CORP /DE/6.99M$129.6M—Held
BARCLAYS PLC7.19M$65.3M−$21.7MCut−$2.16M
Polar Asset Management Partners Inc.35M$44M—Held
GW HENSSLER & ASSOCIATES LTD387.5K$29.5M—Held
Hudson Bay Capital Management LP171.5K$13M—Held
ONTARIO TEACHERS PENSION PLAN BOARD76.4K$5.8M$440.7KAdded$1.52M
Swiss Life Asset Management Ltd22.3K$1.7M$158.1KCut−$188.2K
Sanctuary Advisors, LLC20.4K$1.55M$123.5KAdded$350.2K
Catherine Avery Investment Management LLC16.3K$1.24M$115.3KCut−$2.24M
DGS Capital Management, LLC11.1K$841.7K$75KAdded$111.8K
Allworth Financial LP9.86K$749.7K—Held
VIRTUS ADVISERS, LLC85.5K$744.8K$67.1KAdded$67.1K
SUMMIT WEALTH GROUP LLC / CO2.97K$502.3K—Held
Savant Capital, LLC5.91K$449.2K$38.6KAdded$73.8K
Cresset Asset Management, LLC4.18K$318K$28.9KAdded$37.3K
IFP Advisors, Inc3.93K$298.8K—Held
Burton Enright Welch2.95K$224.3K$20.6KAdded$23.5K
MV CAPITAL MANAGEMENT, INC.713$54.2K—Held
Painted Porch Advisors LLC425$32.3K—Held
Essential Partners LLC266$20.2K$1.72KAdded$3.47K
Leonteq Securities AG231$17.6K$7Added$17.5K
Prestige Wealth Management Group LLC85$6.46K$602Added$602
Cape Investment Advisory, Inc.44$3.34K—Held
Boreal Capital Management LLC37$2.81K—Held
Kilter Group LLC26$1.98K—Held
Pensionfund Sabic16.9K$1.28K$120Added$120
KBC Group NV16.4K$1.25K—Held
Clark Wealth Partners14$1.01K$40Added$257
NEW MEXICO EDUCATIONAL RETIREMENT BOARD10.3K$787—Held

Positions as of Q3 2025. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.