Who Owns Evergy Inc

Every manager with more than $100m in listed equities files a 13F each quarter naming what they hold. These are the ones reporting a position in Evergy Inc.

Who crossed 5% of EVRG →

Managers holding

as of 2026-09-30

Reported value

$20.2M

summed across filings

Shares held

257.6K

Added vs trimmed

7 / 9

since each filer's last quarter

Positions as of 2026-09-30

Largest first. The move is against the previous quarter that manager filed, not the previous calendar quarter.

Manager	Shares	Value	Since last quarter
SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WIStock138.6K shtrimmed	138.6K	$10.9M	trimmed
Davis Capital ManagementStock20.4K shtrimmed	20.4K	$1.6M	trimmed
GAMMA Investing LLCCommon Stock19.2K shtrimmed	19.2K	$1.5M	trimmed
Farther Finance Advisors, LLCStock13.4K shadded	13.4K	$1.1M	added
MOODY NATIONAL BANK TRUST DIVISIONCOM9.3K shadded	9.3K	$733K	added
Trust CoStock8.5K shtrimmed	8.5K	$670K	trimmed
Wedmont Private CapitalCOM6.4K shadded	6.4K	$515.3K	added
Sound Income Strategies, LLCCOM6.1K shtrimmed	6.1K	$487.9K	trimmed
VISTA INVESTMENT PARTNERS LLCCOM5.4K shheld	5.4K	$420.3K	held
ROCKLAND TRUST COCOM5K shtrimmed	5K	$395.3K	trimmed
Valeo Financial Advisors, LLCStock4.3K shtrimmed	4.3K	$340.7K	trimmed
EASTERN BANKCOM4.2K shheld	4.2K	$332K	held
Gradient Investments LLCCOM4.2K shadded	4.2K	$330.3K	added
Bank & Trust CoCOM3.8K shheld	3.8K	$298.8K	held
MassMutual Private Wealth & Trust, FSBCommon / Ordinary Stock3.6K shadded	3.6K	$279.2K	added
Retirement Wealth Solutions LLCCOM1.4K shtrimmed	1.4K	$109.4K	trimmed
ATWOOD & PALMER INCCOM1.3K shheld	1.3K	$99.3K	held
Bullock Wealth Management GroupStock907 shadded	907	$71.5K	added
ELEVATION WEALTH PARTNERS, LLCCOM582 shadded	582	$45.7K	added
CoreCap Advisors, LLCStock493 shtrimmed	493	$38.7K	trimmed
Bank of New HampshireCOM179 shheld	179	$14K	held
ARMSTRONG ADVISORY GROUP, INCCOM59 shheld	59	$4.6K	held
Olistico Wealth, LLCStock41 shheld	41	$3.2K	held
Grove Bank & TrustCOM38 sh—	38	$3K	—
GILPIN WEALTH MANAGEMENT, LLCCOM34 sh—	34	$2.7K	—
TOTH FINANCIAL ADVISORY CORPCOM14 sh—	14	$1.1K	—

Source: quarterly 13F filings, via EDGAR. A 13F reports positions by CUSIP alone; each CUSIP here has been confirmed against OpenFIGI rather than matched by name, because a name match would attribute one company's shareholders to another. Positions are as of quarter end and can be months old by the time they are filed, and 13F covers long equity positions only — not shorts, and not most debt. The summed value is what these filers reported, not the company's institutional ownership.

More on EVRG

Company overviewEverything on EVRG in one place, with the price.SEC filingsWhat EVRG's 8-Ks say happened: results, departures, auditor changes.Insider tradingWhat EVRG's own officers and directors buy and sell.Funds holding itWhich funds and ETFs hold EVRG, and how big a bet.LobbyingWhat EVRG spends lobbying Congress, and on what.Who lobbies for itThe lobbyists on EVRG's account, and who they worked for.Federal contractsWhat federal agencies pay EVRG.

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