Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Evergy Inc (EVRG)

934 + 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
↑ +27
Streak
4Q ▲
Buyers last Q
59%

Smart Money Signals — EVRG

Based on 943 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 4 quarters in a row

last 6Q
For 4 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
943 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 — +17% more funds vs a year ago

fund count last 6Q
+136 new funds entered over the past year (+17% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 59% buying

501 buying344 selling
Last quarter: 501 funds bought or added vs 344 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.
⚠️

Fewer new buyers each quarter (-6 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 100 → 157 → 110 → 104. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
🔒

60% of holders stayed for 2+ years

■ 60% conviction (2yr+) ■ 21% medium ■ 18% new
569 out of 943 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.
📊

Peak discovery — momentum slowing

89 → 100 → 157 → 110 → 104 new funds/Q
New funds entering each quarter: 100 → 157 → 110 → 104. EVRG is well-known in the hedge fund world, but fresh entries are gradually declining. The explosive phase of institutional discovery is likely behind us.
🏛️

Veteran-anchored — 65% veterans vs 22% newcomers

■ 65% veterans ■ 13% 1-2yr ■ 22% new
Entry-cohort mix of 954 holders: 620 (65%) are 2+ year veterans, 122 entered 1–2 years ago, and 212 (22%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 61% AUM from top-100 funds

61% from top-100 AUM funds
64 of 940 holders are among the 100 largest funds by AUM, controlling 61% 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.
3.6
out of 10
Low Exit Risk
Exit risk score 3.6/10 — 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.

Institutional Sentiment Summary — EVRG

In 2026 Q2, 501 hedge funds were net buyers of EVRG (104 opened a new position, 397 added to an existing one), while 344 reduced or exited (267 trimmed, 77 sold completely) — a 59% buyer ratio, indicating a slight buying edge. This marks 4 consecutive quarters of net institutional buying — a persistent conviction signal. 61% of total institutional value in EVRG is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +27 funds (more new holders than closures). Total institutional holders: 943.

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

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Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

33 top-rated funds 2 high-conviction
Consensus
6.6
/ 10
breadth
×
Elite
2.7
/ 10
conviction
Hedge Fund Positioning: EVRG
934 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 934 916 1.97%
13F Shares 219M 211M 3.71%
Total Value $18.06B $16.60B 8.77%
New Positions 103 110 -7
Increased Positions 392 354 +38
Closed Positions 82 107 -25
Reduced Positions 262 277 -15
Total Calls 6 4 50.0%
Total Puts 7 5 40.0%
PUT/CALL Ratio 1.17 1.25 Neutral

Statistics: EVRG

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Institutional Holders (2026 Q2)

934 + investors

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

QUARTER:
Top 25 EVRG holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Bluescape Energy Partners LLC 77.24% 2,657,473 $229.7M
2 Magellan Asset Management Ltd 4.20% 2,173,521 $187.9M
3 Rnc Capital Management LLC 2.36% 659,517 $54.0M
4 Cramer Rosenthal Mcglynn LLC 2.28% 522,181 $45.1M
5 Cbre Investment Management Listed Real Assets LLC 2.14% 1,777,469 $153.6M
6 Verbena Value LP 2.01% 141,100 $12.2M
7 Foresight Capital Management Advisors, INC. 1.94% 46,241 $4.0M
8 HITE Hedge Asset Management LLC 1.86% 393,514 $34.0M
9 Energy Income Partners, LLC 1.74% 1,277,260 $110.4M
10 Advocate Group LLC 1.66% 127,851 $11.1M
11 Community Bank of Raymore 1.62% 31,764 $2.7M
12 ANTIPODES PARTNERS Ltd 1.54% 972,170 $84.0M
13 Gw Henssler & Associates Ltd 1.48% 383,867 $33.2M
14 Alpine Woods Capital Investors, LLC 1.38% 73,415 $6.3M
15 Duff & Phelps Investment Management Co 1.35% 1,652,488 $142.8M
16 Davis Capital Management 1.06% 20,624 $1.8M
17 Sagefield Capital LP 1.02% 159,232 $13.8M
18 Greenland Capital Management LP 1.01% 95,220 $8.2M
19 Ranch Capital Advisors Inc. 0.99% 36,282 $3.1M
20 Pathway Financial Advisers, LLC 0.95% 43,727 $3.8M
21 Dockside LLC 0.89% 44,216 $3.8M
22 Brookmont Capital Management 0.85% 18,246 $1.6M
23 DC Investments Management, LLC 0.82% 27,863 $2.4M
24 Schaper Benz & Wise Investment Counsel Inc/Wi 0.81% 139,420 $12.1M
25 Viking Fund Management LLC 0.77% 100,000 $8.6M
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 — 4 quarters in a row: For 4 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 — 59% buying: Last quarter: 501 funds bought or added vs 344 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 — 61% AUM from top-100 funds: 64 of 940 holders are among the 100 largest funds by AUM, controlling 61% 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: 569 out of 943 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.

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