EVRGNasdaqElectric & Other Services CombinedFiscal year ends December 31
Evergy, Inc.
Financials through Q1 FY2026, quarter ended Mar 31, 2026Last filing: 10-Q on Aug 6, 2026
$81.69−1.61 (-1.93%)
Close on Oct 19, 2026
- Market cap
- $19.25B
- P/E (TTM)
- 21.7
- Dividend yield
- 3.30%
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
94.5%
218M of 231M shares
Institutional holders
942
94 new, 61 sold out
Net institutional buying
4M
In Q2 2026
Insider trades, 12 months
7 buys · 9 sales
Net sold $1.66M
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| BlackRock, Inc. | 17,133,688 | 7.50% | 13G (passive) amendment | Dec 31, 2023 |
| Vanguard Capital Management | 16,956,757 | 7.38% | 13G (passive) | Mar 31, 2026 |
| State Street Corporation | 16,465,218 | 7.20% | 13G (passive) amendment | Sep 30, 2024 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of EVRG | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| BlackRock, Inc. | 27,996,513 | 12.14% | $2.42B | +2,513,503 | 0.04% |
| State Street Corp | 16,868,189 | 7.32% | $1.46B | +410,572 | 0.04% |
| Vanguard Capital Management LLC | 14,657,069 | 6.36% | $1.27B | +112,669 | 0.03% |
| Vanguard Portfolio Management LLC | 11,329,099 | 4.91% | $979.17M | −944,811 | 0.04% |
| FMR LLC | 8,557,681 | 3.71% | $739.64M | −1,401,329 | 0.03% |
| Invesco Ltd. | 7,371,645 | 3.20% | $637.13M | −50,561 | 0.05% |
| Geode Capital Management, LLC | 6,651,115 | 2.88% | $572.77M | +117,151 | 0.03% |
| Franklin Resources Inc | 6,477,686 | 2.81% | $559.87M | +255,641 | 0.12% |
| Morgan Stanley | 3,970,642 | 1.72% | $343.18M | −802,466 | 0.02% |
| Federated Hermes, Inc. | 3,713,776 | 1.61% | $320.98M | +1,836 | 0.46% |
| Cohen & Steers, Inc. | 3,000,180 | 1.30% | $259.31K | +830,993 | 0.41% |
| Bank Of America Corp /De/ | 2,761,740 | 1.20% | $238.70M | +102,626 | 0.02% |
| Bank of New York Mellon Corp | 2,757,665 | 1.20% | $238.34M | +33,255 | 0.04% |
| Goldman Sachs Group Inc | 2,754,425 | 1.19% | $238.06M | +281,327 | 0.02% |
| Bluescape Energy Partners LLC | 2,657,473 | 1.15% | $229.69M | – | 77.24% |
| American Century Companies Inc | 2,592,493 | 1.12% | $224.07M | −217,633 | 0.10% |
| Nuveen, LLC | 2,499,883 | 1.08% | $216.06M | −3,387 | 0.05% |
| JPMorgan Chase & Co | 2,480,723 | 1.08% | $215.85M | −540,134 | 0.01% |
| Northern Trust Corp | 2,469,494 | 1.07% | $213.44M | −200,809 | 0.02% |
| Charles Schwab Investment Management Inc | 2,248,859 | 0.98% | $194.37M | +17,072 | 0.03% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | % of shares | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 942 | 218M | 94.5% | 94 / 402 | 265 / 61 | 15M | 11M |
| Q1 2026 | 923 | 215M | 93.1% | 108 / 353 | 279 / 91 | 45M | 14M |
| Q4 2025 | 922 | 214M | 92.9% | 150 / 321 | 288 / 64 | 14M | 17M |
| Q3 2025 | 853 | 218M | 94.4% | 95 / 338 | 252 / 53 | 24M | 13M |
| Q2 2025 | 820 | 207M | 89.9% | 90 / 361 | 223 / 76 | 23M | 16M |
| Q1 2025 | 819 | 202M | 87.7% | 114 / 334 | 235 / 62 | 20M | 19M |
| Q4 2024 | 775 | 204M | 88.5% | 127 / 289 | 227 / 59 | 19M | 19M |
| Q3 2024 | 719 | 204M | 88.6% | 83 / 258 | 242 / 58 | 37M | 13M |
| Q2 2024 | 699 | 197M | 85.4% | 83 / 266 | 232 / 64 | 19M | 23M |
| Q1 2024 | 690 | 203M | 88.2% | 68 / 246 | 259 / 75 | 25M | 26M |
| Q4 2023 | 705 | 205M | 88.8% | 118 / 252 | 234 / 67 | 37M | 25M |
| Q3 2023 | 663 | 192M | 83.4% | 69 / 261 | 216 / 61 | 19M | 15M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of EVRG | Value | % of fund | As of |
|---|---|---|---|---|---|
| Vanguard Total Stock Market Index Fund | 6,930,226 | 3.01% | $598.98M | 0.03% | Jun 30, 2026 |
| Vanguard 500 Index Fund | 5,972,238 | 2.59% | $516.18M | 0.03% | Jun 30, 2026 |
| Vanguard Small-Cap Index Fund | 5,004,654 | 2.17% | $432.55M | 0.23% | Jun 30, 2026 |
| Franklin Utilities Fund | 4,150,000 | 1.80% | $358.68M | 4.69% | Jun 30, 2026 |
| State Street(R) Utilities Select Sector SPDR(R) ETF | 3,750,926 | 1.63% | $324.19M | 1.40% | Jun 30, 2026 |
| BlackRock Equity Dividend Fund | 3,434,886 | 1.49% | $285.13M | 1.40% | Jul 31, 2026 |
| Vanguard Small-Cap Value Index Fund | 3,170,806 | 1.38% | $274.05M | 0.40% | Jun 30, 2026 |
| iShares Core S&P 500 ETF | 3,170,796 | 1.38% | $274.05M | 0.03% | Jun 30, 2026 |
| Fidelity 500 Index Fund | 2,946,062 | 1.28% | $241.69M | 0.03% | May 31, 2026 |
| Federated Hermes Strategic Value Dividend Fund | 2,899,250 | 1.26% | $240.67M | 2.41% | Jul 31, 2026 |
| State Street(R) SPDR(R) S&P(R) Dividend ETF | 2,413,573 | 1.05% | $208.61M | 0.98% | Jun 30, 2026 |
| Invesco S&P 500 Equal Weight ETF | 2,249,498 | 0.98% | $186.73M | 0.19% | Jul 31, 2026 |
| Strategic Advisers Fidelity U.S. Total Stock Fund | 1,811,256 | 0.79% | $148.60M | 0.06% | May 31, 2026 |
| Vanguard Utilities Index Fund | 1,602,427 | 0.69% | $131.46M | 1.24% | May 31, 2026 |
| Invesco Comstock Fund | 1,461,052 | 0.63% | $121.28M | 0.81% | Jul 31, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | % of shares | Latest filing |
|---|---|---|---|---|
| David A. Campbell | President and CEO, Director | 160,100 | 0.07% | Mar 3, 2026 |
| Charles A. Caisley | EVP & CHIEF CUST OFFCR | 38,266 | 0.02% | Jun 16, 2026 |
| Charles L. King | SVP & CHIEF TECHNOLOGY OFFICER | 18,359 | 0.01% | Mar 13, 2026 |
| Heather A. Humphrey | SVP - GEN COUNSEL, CORP SEC | 44,007 | 0.02% | Mar 11, 2026 |
| William Bryan Buckler | EVP - Chief Financial Officer | 9,551 | 0.00% | Mar 3, 2026 |
| John T. Bridson | SVP, GENERATION & OPS SUPPORT | 44,664 | 0.02% | Mar 3, 2026 |
| Cleveland O. Reasoner III | SVP, CHIEF NUCLEAR OFFICER | 25,593 | 0.01% | Mar 3, 2026 |
| Matthew B. Gummig | VICE PRESIDENT & CAO | 885 | 0.00% | Mar 3, 2026 |
| Lesley Lissette Elwell | SVP & CHIEF PEOPLE OFFICER | 7,187 | 0.00% | Mar 3, 2026 |
| Kevin E. Bryant | EVP - CORPORATE INITIATIVES | 1 | 0.00% | Nov 14, 2024 |
| Jonathan D. Rolph | Director | 2,170 | 0.00% | Sep 15, 2026 |
| C. John Wilder | Director | 2,657,473 | 1.15% | Jul 1, 2026 |
| Sandra AJ Lawrence | Director | 480 | 0.00% | Jun 4, 2026 |
| Sandra J. Price | Director | – | – | May 8, 2026 |
| James Scarola | Director | 11,794 | 0.01% | May 8, 2026 |
| Neal A. Sharma | Director | 7,361 | 0.00% | May 8, 2026 |
| Dean A. Newton | Director | 4,292 | 0.00% | May 8, 2026 |
| Mary L. Landrieu | Director | 9,368 | 0.00% | May 8, 2026 |
| B. Anthony Isaac | Director | 57,228 | 0.02% | May 8, 2026 |
| Ann D. Murtlow | Director | 4,272 | 0.00% | May 8, 2026 |
| Paul Keglevic | Director | – | – | May 8, 2026 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Jonathan D. Rolph Director | Sep 11, 2026 | Buy | +250 | $81.44 | $20.36K | 500 |
| Jonathan D. Rolph Director | Sep 11, 2026 | Buy | +70 | $81.47 | $5.70K | 140 |
| Jonathan D. Rolph Director | Sep 11, 2026 | Buy | +150 | $81.44 | $12.22K | 300 |
| Jonathan D. Rolph Director | Sep 11, 2026 | Buy | +200 | $81.84 | $16.37K | 200 |
| Jonathan D. Rolph Director | Sep 11, 2026 | Buy | +300 | $81.48 | $24.44K | 600 |
| Jonathan D. Rolph Director | Sep 11, 2026 | Buy | +335 | $81.39 | $27.27K | 670 |
| Jonathan D. Rolph Director | Sep 11, 2026 | Buy | +335 | $81.36 | $27.26K | 670 |
| Charles A. Caisley EVP & CHIEF CUST OFFCR | Jun 15, 2026 | Sale | −10,787 | $83.46 | $900.28K | 37,789 |
| Sandra AJ Lawrence Director | Jun 3, 2026 | Sale | −200 | $82.63 | $16.53K | 480 |
| Sandra AJ Lawrence Director | Jun 2, 2026 | Sale | −600 | $81.41 | $48.85K | 680 |
| Sandra AJ Lawrence Director | May 29, 2026 | Sale | −400 | $82.04 | $32.82K | 1,280 |
| Sandra AJ Lawrence Director | May 28, 2026 | Sale | −761 | $83.31 | $63.40K | 1,680 |
| Neal A. Sharma Director | May 6, 2026 | Award | +1,961 | – | – | 7,361 |
| James Scarola Director | May 6, 2026 | Award | +1,961 | – | – | 11,794 |
| Sandra AJ Lawrence Director | May 6, 2026 | Award | +1,961 | – | – | 2,441 |
| Ann D. Murtlow Director | May 6, 2026 | Award | +1,961 | – | – | 4,272 |
| Dean A. Newton Director | May 6, 2026 | Award | +1,961 | – | – | 4,292 |
| B. Anthony Isaac Director | May 6, 2026 | Award | +981 | – | – | 57,228 |
| Charles L. King SVP & CHIEF TECHNOLOGY OFFICER | Mar 12, 2026 | Sale | −2,440 | $82.19 | $200.54K | 18,359 |
| Heather A. Humphrey SVP - GEN COUNSEL, CORP SEC | Mar 10, 2026 | Sale | −3,552 | $82.61 | $293.43K | 44,007 |
| Heather A. Humphrey SVP - GEN COUNSEL, CORP SEC | Mar 10, 2026 | Sale | −98 | $82.62 | $8.10K | 48,841 |
| Lesley Lissette Elwell SVP & CHIEF PEOPLE OFFICER | Mar 1, 2026 | Award | +6,604 | – | – | 7,187 |
| Lesley Lissette Elwell SVP & CHIEF PEOPLE OFFICER | Mar 1, 2026 | Tax withholding | −1,617 | $83.66 | $135.28K | 5,570 |
| Lesley Lissette Elwell SVP & CHIEF PEOPLE OFFICER | Mar 1, 2026 | Option exercise | +2,353 | – | – | 7,923 |
| Lesley Lissette Elwell SVP & CHIEF PEOPLE OFFICER | Mar 1, 2026 | Tax withholding | −703 | $83.66 | $58.81K | 7,220 |
| Lesley Lissette Elwell SVP & CHIEF PEOPLE OFFICER | Mar 1, 2026 | Tax withholding | −784 | $83.66 | $65.59K | 8,981 |
| Lesley Lissette Elwell SVP & CHIEF PEOPLE OFFICER | Mar 1, 2026 | Option exercise | +2,545 | – | – | 9,765 |
| David A. Campbell President and CEO, Director | Mar 1, 2026 | Tax withholding | −9,946 | $83.66 | $832.08K | 160,100 |
| David A. Campbell President and CEO, Director | Mar 1, 2026 | Option exercise | +22,077 | – | – | 170,046 |
| David A. Campbell President and CEO, Director | Mar 1, 2026 | Tax withholding | −22,975 | $83.66 | $1.92M | 147,969 |
| David A. Campbell President and CEO, Director | Mar 1, 2026 | Award | +61,984 | – | – | 170,944 |
| Cleveland O. Reasoner III SVP, CHIEF NUCLEAR OFFICER | Mar 1, 2026 | Option exercise | +4,009 | – | – | 25,593 |
| Cleveland O. Reasoner III SVP, CHIEF NUCLEAR OFFICER | Mar 1, 2026 | Award | +11,256 | – | – | 24,259 |
| Cleveland O. Reasoner III SVP, CHIEF NUCLEAR OFFICER | Mar 1, 2026 | Tax withholding | −2,675 | $83.66 | $223.79K | 21,584 |
| Cleveland O. Reasoner III SVP, CHIEF NUCLEAR OFFICER | Mar 1, 2026 | Tax withholding | −1,778 | $83.66 | $148.75K | 23,815 |
| Charles A. Caisley EVP & CHIEF CUST OFFCR | Mar 1, 2026 | Tax withholding | −1,711 | $83.66 | $143.14K | 48,577 |
| Charles A. Caisley EVP & CHIEF CUST OFFCR | Mar 1, 2026 | Option exercise | +3,836 | – | – | 50,288 |
| Charles A. Caisley EVP & CHIEF CUST OFFCR | Mar 1, 2026 | Tax withholding | −2,762 | $83.66 | $231.07K | 46,452 |
| Charles A. Caisley EVP & CHIEF CUST OFFCR | Mar 1, 2026 | Award | +10,766 | – | – | 49,214 |
| Heather A. Humphrey SVP - GEN COUNSEL, CORP SEC | Mar 1, 2026 | Award | +10,586 | – | – | 49,269 |
| Heather A. Humphrey SVP - GEN COUNSEL, CORP SEC | Mar 1, 2026 | Tax withholding | −1,617 | $83.66 | $135.28K | 48,940 |
| Heather A. Humphrey SVP - GEN COUNSEL, CORP SEC | Mar 1, 2026 | Option exercise | +3,771 | – | – | 50,557 |
| Heather A. Humphrey SVP - GEN COUNSEL, CORP SEC | Mar 1, 2026 | Tax withholding | −2,483 | $83.66 | $207.73K | 46,786 |
| Charles L. King SVP & CHIEF TECHNOLOGY OFFICER | Mar 1, 2026 | Tax withholding | −490 | $83.66 | $40.99K | 20,799 |
| Charles L. King SVP & CHIEF TECHNOLOGY OFFICER | Mar 1, 2026 | Option exercise | +1,641 | – | – | 21,289 |
| Charles L. King SVP & CHIEF TECHNOLOGY OFFICER | Mar 1, 2026 | Tax withholding | −1,153 | $83.66 | $96.46K | 19,648 |
| Charles L. King SVP & CHIEF TECHNOLOGY OFFICER | Mar 1, 2026 | Award | +4,608 | – | – | 20,801 |
| Matthew B. Gummig VICE PRESIDENT & CAO | Mar 1, 2026 | Tax withholding | −129 | $83.66 | $10.79K | 885 |
| Matthew B. Gummig VICE PRESIDENT & CAO | Mar 1, 2026 | Tax withholding | −55 | $83.66 | $4.60K | 986 |
| Matthew B. Gummig VICE PRESIDENT & CAO | Mar 1, 2026 | Option exercise | +156 | – | – | 1,041 |
| Matthew B. Gummig VICE PRESIDENT & CAO | Mar 1, 2026 | Award | +439 | – | – | 1,014 |
| John T. Bridson SVP, GENERATION & OPS SUPPORT | Mar 1, 2026 | Award | +4,252 | – | – | 44,664 |
| John T. Bridson SVP, GENERATION & OPS SUPPORT | Mar 1, 2026 | Tax withholding | −1,046 | $83.66 | $87.51K | 43,618 |
| John T. Bridson SVP, GENERATION & OPS SUPPORT | Mar 1, 2026 | Tax withholding | −427 | $83.66 | $35.72K | 45,717 |
| John T. Bridson SVP, GENERATION & OPS SUPPORT | Mar 1, 2026 | Option exercise | +1,455 | – | – | 46,144 |
| John T. Bridson SVP, GENERATION & OPS SUPPORT | Mar 1, 2026 | Option exercise | +1,515 | – | – | 45,133 |
| John T. Bridson SVP, GENERATION & OPS SUPPORT | Mar 1, 2026 | Tax withholding | −444 | $83.66 | $37.15K | 44,689 |
| Ann D. Murtlow Director | Feb 25, 2026 | Sale | −2,847 | $82.34 | $234.42K | 2,311 |
| Matthew B. Gummig VICE PRESIDENT & CAO | Dec 1, 2025 | Option exercise | +816 | – | – | 816 |
| Matthew B. Gummig VICE PRESIDENT & CAO | Dec 1, 2025 | Tax withholding | −245 | $75.52 | $18.50K | 571 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| Charles A. Caisley Officer | Jun 15, 2026 | 11,985 | $999.64K | Jun 15, 2026 | Compensation Grant |
| Counselors Inc Financial Director | May 28, 2026 | 1,961 | $165.00K | May 28, 2026 | Purchased |
| King Charles Officer | Mar 12, 2026 | 2,440 | $200.53K | Mar 12, 2026 | Restricted Stock |
| Humphrey Trust Dated 1-17-2025 Heather Officer | Mar 10, 2026 | 3,650 | $300.00K | Mar 10, 2026 | Stock Grant |
| Ann D. Murtlow Director | Feb 25, 2026 | 2,847 | $232.17K | Feb 25, 2026 | Stock Award |
| Lesley Lissette Elwell Director | Sep 15, 2025 | 8,000 | $580.16K | Sep 15, 2025 | Dividend |
| Counselors Inc Financial Director | Jun 10, 2025 | 2,311 | $156.00K | Jun 10, 2025 | Compensation |
| Lynn King Charles Officer | Nov 27, 2024 | 2,300 | $149.13K | Nov 27, 2024 | Acquired as compensation -- Restricted Stock Units |
| E. Bryant Kevin Officer | Nov 13, 2024 | 48,141 | $3.07M | Nov 13, 2024 | Acquired as compensation -- Restricted Stock Units |
| Charles A. Caisley Officer | Sep 3, 2024 | 9,236 | $550.27K | Sep 3, 2024 | Compensation |
| Humphrey Heather Officer | Aug 27, 2024 | 3,347 | $200.00K | Aug 27, 2024 | Stock Award |
| Counselors Inc Financial Director | Aug 22, 2024 | 2,847 | $161.46K | Aug 19, 2024 | Purchased |
| Ann D. Murtlow Director | Aug 13, 2024 | 3,301 | $193.47K | Aug 13, 2024 | Payment for services rendered |
| Mary L. Landrieu Director | Jun 14, 2023 | 1,770 | $69.72K | Jun 12, 2023 | Vested Shares Received as Compensation |
| Mary L. Landrieu Director | Jun 14, 2023 | 1,170 | $69.72K | Jun 12, 2023 | Vested Shares Received as Compensation |