AI summary pending
View Full Filing (SEC EDGAR)Evergy Inc
$83.30+2.1%
+$2.5B
Net Activity
+13.57% total shares
Institutions Holding
949
Popularity Rank
#522
Avg Weight
0.18%
Total Value
$19.3B
949 institutions currently hold EVRG, with 501 net buyers and 333 net sellers this quarter.
Institutional Moves (Q2 2026)
Majority Increased
Based on recent trading activity
Net Selling Institutions
333
Net Buying Institutions
501
Top 5 by Value
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Across its top 20 institutional holders, EVRG's holder base skews toward low-concentration, low-turnover investors on average (avg. concentration score 10/100, avg. turnover score 33/100).
EVRG ranks #522 out of 37696 tracked stocks by institutional interest — one of the most closely watched names in our coverage.
EVRG is a top-conviction position for Bluescape Energy Partners LLC — at 77.2% of their entire disclosed 13F portfolio, it's one of their largest single bets, not just a passing allocation.
The largest dollar stake in EVRG belongs to BlackRock, Inc., but the position matters far more to Bluescape Energy Partners LLC, who has 77.2% of their own portfolio riding on it — a reminder that the biggest holder by size and the holder with the biggest bet aren't always the same fund.
Wealth Enhancement Advisory Services, LLC has added to its EVRG position for two straight quarters, increasing it by $2.7M to reach $5.6M today.
Portman Square Capital LLP has trimmed its EVRG position for two straight quarters, cutting it by $12.8M while still holding $2.4M.
EVRG is up 2.1% today, and institutions have been net buyers of $2.5B this quarter — today's price move and the underlying institutional flow are pointing the same direction.
EVRG posted net income of $882.1M over the trailing twelve months.
+$2.5B
Total Buy Value
$947.3M
Total Sell Value
501
Net Buyers
333
Net Sellers
EVRG
Q2 2026
Top 5 Institutional Movers
+$332.2M
+$109.7M
+$98.0M
EVRG does not currently show a 13F-and-insider convergence signal — its insider confidence score is 40/100, below the threshold this product uses to flag combined buying pressure.
13F data as of 2026-09-30 quarterly filings. Note: many large institutions file close to the 45-day post-quarter deadline, so early-quarter flow figures can shift substantially as more filings arrive.
1
unique buyers
$134K
buy value
12-Month Buy/Sell Activity
| Action | Insider | Date | Value |
|---|---|---|---|
| Buy | Jonathan D Rolph | 2026-09-11 | $27K |
| Buy | Jonathan D Rolph | 2026-09-11 | $27K |
| Buy | Jonathan D Rolph | 2026-09-11 | $24K |
| Buy | Jonathan D Rolph | 2026-09-11 | $20K |
| Buy | Jonathan D Rolph | 2026-09-11 | $12K |
| Buy | Jonathan D Rolph | 2026-09-11 | $6K |
| Buy | Jonathan D Rolph | 2026-09-11 | $16K |
| Sell | Charles A. Caisley | 2026-06-15 | $100K |
No Form 144 planned sale filings in the last 90 days
0
Active 5%+ Holders
| Reporting Person | Type | Filing Date | % of Class |
|---|---|---|---|
| Vanguard Portfolio Management | 13G/A | 2026-07-31 | 4.9% |
3
Filings (14d)
AI summary pending
View Full Filing (SEC EDGAR)Utility company Evergy terminated its $500 million term loan credit agreement with Wells Fargo on August 24, 2026. The facility was originally dated February 11, 2026 and wasn't due until February 10, 2027, so this amounts to paying it off roughly six months early — and the company says it incurred no early-termination penalties. The filing also lists two other items (8.01 and 9.01), but this excerpt only includes the loan termination details.
View Full Filing (SEC EDGAR)AI summary pending
View Full Filing (SEC EDGAR)30034W106, 30034w106
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