Evergy, Inc.· EVRG

🇺🇸 US · LargeSP500NASDAQ

Utilities Regulated Electric Website

Price: $79.78
Day: -1.31%
Mkt Cap: $18.39B
52W Range: $71.41 – $88.62
Volume: 3.39M
Beta: 0.51

D55D FrameworkQuarterly Data

Holdings Analysis

Insider activity, institutional flows, and fund ownership.

Smart Money: 4.0 / 5 (Bullish), from 3 of 3 components
Institutions Q2 2026: 958 institutions hold; 498 added, 270 reduced
Insiders Q3 2026: 6 purchases ($106.4K), no sales

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Evergy, Inc.

EVRG|Utilities|Regulated Electric

Current price: $80

Smart Money

Dimension 5 of 5

Insider selling pace · Q3 2026

0.0x

quarter in progress, filings still arriving

Seller breadth · Q3 2026

0 sellers

vs 1.8 avg per quarter

Institutional net breadth · Q2 2026

+251

594 adding vs 343 reducing

Institutional ownership · Q2 2026

95.7%

958 institutions

Insider Selling Pace

Each quarter's selling vs this stock's own trailing 6-quarter average

Light <0.5xRoutineElevated >1.5xHeavy >3xBuying

Institutional Positions

Institutions adding above the line, reducing below, net as a line

NewIncreasedReducedClosedNet

Largest Institutional Holders, Q2 2026

By reported market value, and how each moved in the quarter

Holder

Change

BLACKROCK, INC.

28.0M

+9.8%

STATE STREET CORP

16.9M

+2.4%

VANGUARD CAPITAL MANAGEMENT LLC

14.7M

+0.7%

VANGUARD PORTFOLIO MANAGEMENT LLC

11.3M

-7.8%

FMR LLC

8.6M

-14.1%

INVESCO LTD.

7.4M

-0.8%

ETF & Fund Activity, Q2 2026

How the covering funds split between buying, holding and selling

100

213

139

100 buying213 unchanged139 selling

452 funds held EVRG in Q2 2026, holding 123.3M shares between them, up 1.6% on the quarter.

Largest fund holders

SPDR SERIES TRUST4.6M sh

T. Rowe Price Capital Appreciation Fund, Inc.16.4K sh

EIP INVESTMENT TRUST15.4K sh

Notable Insider Transactions, Q3 2026

Largest open-market purchases and sales by value in the last eight quarters

Sale · Nov 13

Bryant Kevin E.

$3.0M

Sale · Jun 15

Caisley Charles A.

$900.2K

Sale · Sep 15

Elwell Lesley Lissette

$578.6K

Insider transactions from SEC Form 4 filings; institutional holdings from quarterly 13F filings, which are reported with a lag and can overlap between filers. 13F: quarterly institutional holdings report · ETF: Exchange-Traded Fund

See the complete picture

The full 5D Framework: Business Quality · Peer Comparison · Valuation · Analyst Sentiment · Smart Money

Explore EVRG on stockoscope.com→

Generated September 21, 2026

For educational purposes only. Not financial advice. Data may be delayed or incomplete.

Smart Money Sentiment

EVRG Smart Money Sentiment Score

A weighted 1-5 sentiment score across three smart money signals.

Smart Money

4.0/5

Bullish

Weighted across 3 components

Component Breakdown (3 of 3 available)

Insider Activity

40% weight

+50

Institutional Flow

50% weight

+66

Fund Flow

10% weight

-25

Overall Smart Money sentiment of 4.0/5 (Bullish) based on a weighted combination of 3 components. Insider activity uses a relative-baseline comparison against the stock's own history; institutional flow tracks position momentum and 13F share changes; fund flow measures ETF / mutual-fund buying vs selling. Higher scores indicate stronger bullish sentiment from professional investors.Last updated September 20, 2026.

Insider Trading Activity

Insider trading analysis comparing the latest quarter against the stock's own historical baseline.

Insider Selling Pace for EVRG

Each quarter's selling vs the stock's own trailing 6-quarter average; 1.0x is typical for this stock. Green triangles mark quarters with insider buying.

Bullish Signal

Insider buying in Q3 2026

Modest: 6 purchases totaling $106.4K (1.3K shares)

No prior buying history, this is a new signal

Buying is rare, only seen in 0 of 15 quarters

0.0x

Selling pace

quarter in progress, filings still arriving

0.00%

Stake sold

of active insiders' holdings

0 sellers

Seller breadth

vs 1.2 avg per quarter

$106.4K

Insider buying

1 buyer in Q3 2026

Notable Recent Transactions, EVRG

Top 8 highest-value insider trades from the last 8 quarters

Bryant Kevin E.

EVP - Corporate Initiatives

Sell

48,141 shares at $62.93

≈100.0% of their stake at the time

Nov 13, 2024$3.03M

Caisley Charles A.

EVP & Chief Cust Offcr

Sell

10,787 shares at $83.46

≈22.2% of their stake at the time

Jun 15, 2026$900.24K

Elwell Lesley Lissette

SVP & Chief People Officer

Sell

8,000 shares at $72.33

≈94.1% of their stake at the time

Sep 15, 2025$578.64K

Humphrey Heather A

SVP - Gen Counsel, Corp Sec

Sell

3,552 shares at $82.61

≈7.5% of their stake at the time

Mar 10, 2026$293.43K

Murtlow Ann D.

Director

Sell

2,847 shares at $82.34

≈55.2% of their stake at the time

Feb 25, 2026$234.42K

KING CHARLES L

CTO

Sell

2,440 shares at $82.19

≈11.7% of their stake at the time

Mar 12, 2026$200.53K

KING CHARLES L

CTO

Sell

2,300 shares at $65.22

≈13.6% of their stake at the time

Nov 27, 2024$150.01K

Lawrence Sandra AJ

Director

Sell

761 shares at $83.31

≈31.2% of their stake at the time

May 28, 2026$63.40K

Institutional Ownership Analysis

Institutional ownership analysis with position momentum, 13F share flow, and ownership percentage trends.

Institutional Positions for EVRG

Institutions adding (new + increased) above zero, reducing (reduced + closed) below, net as a line

New Increased Reduced Closed Net (adding − reducing)

Very Bullish

Institutions accumulating in Q2 2026

95.7% institutional ownership

Moderate accumulation: 594 adding vs 343 reducing

13F shares increased by 2.9%, a notable change

Momentum improving from prior quarter

+251

Net breadth

594 adding vs 343 reducing

Accumulating

1.73

Add / reduce ratio

in Q2 2026

+23

New − closed

96 initiated, 73 exited

5 of 10

Top holders adding

largest holders with a known change

Position Changes

Q2 2026: how are institutions adjusting their positions?

+594 growing-343 shrinkingNet: +251

498

270

New (96)

Increased (498)

Reduced (270)

Closed (73)

Top Institutional Holders, EVRG

Largest 8 institutional positions by ownership percentage as of Q2 2026

BLACKROCK, INC.

28.0M

$2.4B

Ownership

12.13%

+9.8%

STATE STREET CORP

16.9M

$1.5B

Ownership

7.31%

+2.4%

VANGUARD CAPITAL MANAGEMENT LLC

14.7M

$1.3B

Ownership

6.35%

+0.7%

VANGUARD PORTFOLIO MANAGEMENT LLC

11.3M

$979.2M

Ownership

4.91%

-7.8%

FMR LLC

8.6M

$739.6M

Ownership

3.71%

-14.1%

INVESCO LTD.

7.4M

$637.1M

Ownership

3.19%

-0.8%

GEODE CAPITAL MANAGEMENT, LLC

6.7M

$572.8M

Ownership

2.88%

+1.7%

FRANKLIN RESOURCES INC

6.5M

$559.9M

Ownership

2.81%

+4.0%

ETF and Mutual Fund Holdings

ETF and mutual fund activity breakdown showing buying vs selling funds, top fund holders, and detailed holdings.

Fund Activity

Q2 2026: 452 ETFs and mutual funds reporting

100 buying139 sellingNet: -39

100

213

139

Buying (100)

Unchanged (213)

Selling (139)

In total, funds bought 5.4M shares and sold 3.5M this quarter. Each fund counts once in the bar above, whatever the size of its move.

Bearish Signal

Funds distributing in Q2 2026

452 ETFs and mutual funds reporting

139 funds selling vs 100 buying

Top Fund Holders, EVRG

Largest 8 ETF and mutual fund positions by shares held, each fund's latest filing

SPDR SERIES TRUST

4.6M

Weight

22.65%

Jul 31, 2026No change

T. Rowe Price Capital Appreciation Fund, Inc.

16.4K

Weight

0.01%

Jun 30, 2026No change

EIP INVESTMENT TRUST

15.4K

Weight

19.17%

Jul 31, 2026Decreased

Goldman Sachs ETF Trust

13.9K

Weight

0.01%

Jun 30, 2026Increased

FEDERATED HERMES INSURANCE SERIES

13.8K

Weight

0.38%

Jun 30, 2026No change

NATIONWIDE MUTUAL FUNDS

12.1K

Weight

0.00%

Jul 31, 2026No change

FRONTIER FUNDS, INC.

11.4K

Weight

9.90%

Jun 30, 2026Decreased

Collaborative Investment Series Trust

9.9K

Weight

1.44%

Jun 30, 2026No change

Evergy, Inc.· EVRG

Holdings Analysis

Insider Trading Activity

1.3Transaction History103Real market purchases and sales onlyShow All Types

Institutional Ownership Analysis

2.4Detailed Holdings162Most recent institutional positions with changes and valuations

ETF and Mutual Fund Holdings

3.3Fund Holdings Details25Most recent ETF and mutual fund holdings with share counts and weights

Search stocks

Holdings Analysis

Insider Trading Activity

1.3Transaction History103Real market purchases and sales onlyShow All Types

Institutional Ownership Analysis

2.4Detailed Holdings162Most recent institutional positions with changes and valuations

ETF and Mutual Fund Holdings

3.3Fund Holdings Details25Most recent ETF and mutual fund holdings with share counts and weights