Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

EVERGY INC (EVRG)

883 + Investors. Track Smart Money conviction in EVRG. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +71
Streak
2Q ▲
Buyers last Q
57%

Smart Money Signals — EVRG

Based on 872 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, more hedge funds added EVRG than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
872 hedge funds hold EVRG right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
📶

Steady growth — +20% more funds vs a year ago

fund count last 6Q
+144 new funds entered over the past year (+20% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 57% buying

459 buying347 selling
Last quarter: 459 funds bought or added vs 347 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
📈

More new buyers each quarter (+57 vs last Q)

new funds entering per quarter
Funds opening a new EVRG position: 117 → 84 → 93 → 150. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

60% of holders stayed for 2+ years

■ 60% conviction (2yr+) ■ 21% medium ■ 18% new
526 out of 872 hedge funds have held EVRG for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
📈

Growing discovery — still being found

113 → 117 → 84 → 93 → 150 new funds/Q
New funds entering each quarter: 117 → 84 → 93 → 150. A growing number of institutions are discovering EVRG each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Deep conviction — 65% of holders stayed 2+ years

■ 65% veterans ■ 12% 1-2yr ■ 23% new
Of 883 current holders: 574 (65%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
🏆

Elite ownership — 56% AUM from top-100 funds

56% from top-100 AUM funds
46 of 872 holders are among the 100 largest funds by AUM, controlling 56% of total institutional value in EVRG. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.7
out of 10
Low Exit Risk
Exit risk score 3.7/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Hedge Fund Ownership: EVRG

How many hedge funds hold EVRG — quarterly history vs. share price
Quarterly hedge fund ownership of EVRG vs. share price

Market Analysis: EVRG

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: EVRG

-- --
Smart Money Signal ?
Broad Consensus, Selective Conviction

Many quality funds hold this stock, but top-tier positions remain relatively small.

48 top-rated funds 4 high-conviction
Consensus
7.3
/ 10
breadth
×
Elite
3.4
/ 10
conviction
Hedge Fund Positioning: EVRG
2026 Q1 Stats Unlock in 22 days 883 + Investors

Track Smart Money conviction in EVRG. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 883 812 8.74%
13F Shares 211M 212M -0.69%
Total Value $15.19B $16.02B -5.2%
New Positions 150 95 +55
Increased Positions 327 330 -3
Closed Positions 79 66 +13
Reduced Positions 283 248 +35
Total Calls 6 7 -14.29%
Total Puts 6 7 -14.29%
PUT/CALL Ratio 1.0 1.0 Neutral

Statistics: EVRG

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Valuation Measures Data as of: --

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PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
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Total Cash (mrq) --
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Institutional Holders (2026 Q1)

883 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in EVRG. Verified SEC 13F-HR filings.

Top 25 institutional holders of EVRG — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. 2.08% 45,675 $3.7M
2 OLD REPUBLIC INTERNATIONAL CORP 2.04% 627,561 $51K
3 ADVOCATE GROUP LLC 1.81% 141,388 $11.6M
4 Community Bank of Raymore 1.64% 29,914 $2.5M
5 Ground Swell Capital, LLC 1.57% 9,741 $798K
6 Davis Capital Management 1.04% 18,805 $1.5M
7 Pathway Financial Advisers, LLC 1.01% 43,802 $3.6M
8 VIKING FUND MANAGEMENT LLC 0.84% 100,000 $8.2M
9 VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. 0.80% 967,304 $79.2M
10 AGH Wealth Advisors, LLC 0.76% 12,579 $1.0M
11 Gibson Wealth Advisors LLC 0.69% 12,596 $1.0M
12 First PREMIER Bank 0.64% 34,047 $3K
13 Leeward Investments, LLC - MA 0.61% 150,816 $12.4M
14 Portman Square Capital LLP 0.58% 185,000 $15.2M
15 FRANKLIN STREET ADVISORS INC /NC 0.48% 95,549 $7.8M
16 PATTON FUND MANAGEMENT, INC. 0.40% 29,007 $2.4M
17 Ledyard National Bank 0.39% 54,789 $4.5M
18 IAMS WEALTH MANAGEMENT, LLC 0.36% 12,498 $1.0M
19 Oak Thistle LLC 0.35% 43,390 $3.6M
20 Oxbow Advisors, LLC 0.34% 48,493 $4.0M
21 WEDGE CAPITAL MANAGEMENT L L P/NC 0.32% 210,240 $17.2M
22 Capital Investment Management, Inc. 0.30% 11,800 $855K
23 SPIRIT OF AMERICA MANAGEMENT CORP/NY 0.29% 17,750 $1.5M
24 RIA Advisory Group LLC 0.29% 14,699 $1.2M
25 SVB WEALTH LLC 0.28% 51,775 $4.2M
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — EVERGY INC (EVRG)

What does the Smart Money Trend signal show for EVRG?

Buying streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds added EVRG than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for EVRG?

Slight buying edge — 57% buying: Last quarter: 459 funds bought or added vs 347 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for EVRG holders?

Elite ownership — 56% AUM from top-100 funds: 46 of 872 holders are among the 100 largest funds by AUM, controlling 56% of total institutional value in EVRG. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held EVRG?

60% of holders stayed for 2+ years: 526 out of 872 hedge funds have held EVRG for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.