# EVERGY INC (EVRG)

> Institutional ownership reported to the SEC as of Q3 2026, from Form 13F filings. Source: https://holderbook.com/stocks/EVRG/

- Reporting holders: 30
- Reported value: $20.9M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI](https://holderbook.com/funds/1033974-schaper-benz-wise-investment-counsel-inc-wi/) | $10.9M | 138,600 | 0.7% | 32 |
| [Davis Capital Management](https://holderbook.com/funds/1811806-davis-capital-management/) | $1.6M | 20,446 | 1.0% | 7 |
| [GAMMA Investing LLC](https://holderbook.com/funds/2010235-gamma-investing-llc/) | $1.5M | 19,172 | 0.1% | 12 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $1.1M | 13,447 | 0.0% | 16 |
| [MOODY NATIONAL BANK TRUST DIVISION](https://holderbook.com/funds/1092903-moody-national-bank-trust-division/) | $733.0K | 9,345 | 0.1% | 32 |
| [Trust Co](https://holderbook.com/funds/1632554-trust-co/) | $670.0K | 8,541 | 0.1% | 32 |
| [Wedmont Private Capital](https://holderbook.com/funds/1904274-wedmont-private-capital/) | $515.3K | 6,400 | 0.0% | 8 |
| [Sound Income Strategies, LLC](https://holderbook.com/funds/1730960-sound-income-strategies-llc/) | $487.9K | 6,060 | 0.0% | 23 |
| [VISTA INVESTMENT PARTNERS LLC](https://holderbook.com/funds/2023386-vista-investment-partners-llc/) | $420.3K | 5,358 | 0.1% | 12 |
| [Versant Capital Management, Inc](https://holderbook.com/funds/1735057-versant-capital-management-inc/) | $402.2K | 5,128 | 0.0% | 32 |
| [ROCKLAND TRUST CO](https://holderbook.com/funds/84616-rockland-trust-co/) | $395.3K | 5,040 | 0.0% | 12 |
| [Valeo Financial Advisors, LLC](https://holderbook.com/funds/1722641-valeo-financial-advisors-llc/) | $340.7K | 4,343 | 0.0% | 11 |
| [EASTERN BANK](https://holderbook.com/funds/1126395-eastern-bank/) | $332.0K | 4,232 | 0.0% | 9 |
| [Gradient Investments LLC](https://holderbook.com/funds/1542265-gradient-investments-llc/) | $330.3K | 4,211 | 0.0% | 7 |
| [Bank & Trust Co](https://holderbook.com/funds/2026082-bank-trust-co/) | $298.8K | 3,809 | 0.2% | 10 |
| [MassMutual Private Wealth & Trust, FSB](https://holderbook.com/funds/1103653-massmutual-private-wealth-trust-fsb/) | $279.2K | 3,560 | 0.0% | 32 |
| [GoalVest Advisory LLC](https://holderbook.com/funds/1839307-goalvest-advisory-llc/) | $223.1K | 2,844 | 0.0% | 18 |
| [Retirement Wealth Solutions LLC](https://holderbook.com/funds/2044741-retirement-wealth-solutions-llc/) | $109.4K | 1,395 | 0.1% | 8 |
| [ATWOOD & PALMER INC](https://holderbook.com/funds/1044929-atwood-palmer-inc/) | $99.3K | 1,266 | 0.0% | 32 |
| [Bullock Wealth Management Group](https://holderbook.com/funds/2067581-bullock-wealth-management-group/) | $71.5K | 907 | 0.0% | 11 |
| [ELEVATION WEALTH PARTNERS, LLC](https://holderbook.com/funds/1976256-elevation-wealth-partners-llc/) | $45.7K | 582 | 0.0% | 5 |
| [Planning Strategies Inc.](https://holderbook.com/funds/2139665-planning-strategies-inc/) | $44.9K | 572 | 0.0% | 2 |
| [CoreCap Advisors, LLC](https://holderbook.com/funds/1902501-corecap-advisors-llc/) | $38.7K | 493 | 0.0% | 11 |
| [Roxbury Financial LLC](https://holderbook.com/funds/2054149-roxbury-financial-llc/) | $31.6K | 402 | 0.0% | 8 |
| [Bank of New Hampshire](https://holderbook.com/funds/1870761-bank-of-new-hampshire/) | $14.0K | 179 | 0.0% | 6 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 30 | $20.9M |
| Q2 2026 | 950 | $21.2B |
| Q1 2026 | 921 | $17.8B |
| Q4 2025 | 929 | $15.6B |
| Q3 2025 | 857 | $16.6B |
| Q2 2025 | 826 | $14.3B |
| Q1 2025 | 828 | $14.0B |
| Q4 2024 | 775 | $12.6B |
| Q3 2024 | 724 | $12.4B |
| Q2 2024 | 706 | $10.5B |
| Q1 2024 | 696 | $10.9B |
| Q4 2023 | 704 | $10.7B |