Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Evergy Inc (EVRG)

906 + 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
↑ +2
Streak
3Q ▲
Buyers last Q
55%

Smart Money Signals — EVRG

Based on 914 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 3 quarters in a row

last 6Q
For 3 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
914 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 — +13% more funds vs a year ago

fund count last 6Q
+104 new funds entered over the past year (+13% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 55% buying

464 buying386 selling
Last quarter: 464 funds bought or added vs 386 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 (-47 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 87 → 100 → 156 → 109. 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.
🔒

59% of holders stayed for 2+ years

■ 59% conviction (2yr+) ■ 22% medium ■ 19% new
538 out of 914 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

121 → 87 → 100 → 156 → 109 new funds/Q
New funds entering each quarter: 87 → 100 → 156 → 109. A growing number of institutions are discovering EVRG each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 64% veterans vs 24% newcomers

■ 64% veterans ■ 12% 1-2yr ■ 24% new
Entry-cohort mix of 921 holders: 590 (64%) are 2+ year veterans, 109 entered 1–2 years ago, and 222 (24%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 46% AUM from top-100 funds

46% from top-100 AUM funds
62 of 912 holders are among the 100 largest funds by AUM, controlling 46% 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.

Institutional Sentiment Summary — EVRG

In 2026 Q1, 464 hedge funds were net buyers of EVRG (109 opened a new position, 355 added to an existing one), while 386 reduced or exited (279 trimmed, 107 sold completely) — a 55% buyer ratio, indicating a slight buying edge. This marks 3 consecutive quarters of net institutional buying — a persistent conviction signal. 46% of total institutional value in EVRG is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +2 funds (more new holders than closures). Total institutional holders: 914.

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

-- --

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

Is It Too Late to Buy Evergy Inc (EVRG) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much EVRG has moved relative to its sector benchmark (XLU) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 82d ago
EVRG
+0.7%
XLU
-2.5%

EVRG outperformed XLU by +3.2% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 37d ago
EVRG
+3.3%
XLU
+2.0%

Since the filing became public, EVRG outperformed XLU by +1.3% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Broad Consensus, Selective Conviction

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

50 top-rated funds 1 high-conviction
Consensus
7.4
/ 10
breadth
×
Elite
2.6
/ 10
conviction
Hedge Fund Positioning: EVRG
906 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 906 912 -0.66%
13F Shares 211M 214M -1.41%
Total Value $16.59B $15.40B 7.76%
New Positions 107 156 -49
Increased Positions 350 314 +36
Closed Positions 113 80 +33
Reduced Positions 275 281 -6
Total Calls 4 6 -33.33%
Total Puts 5 6 -16.67%
PUT/CALL Ratio 1.25 1.0 Bearish

Statistics: EVRG

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Valuation Measures Data as of: --

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Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

906 + 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 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Bluescape Energy Partners LLC 67.58% 2,657,473 $217.7M
2 Decade Renewable Partners LP 3.16% 57,835 $4.0M
3 Cramer Rosenthal Mcglynn LLC 2.57% 426,900 $35.0M
4 Magellan Asset Management Ltd 2.38% 2,242,868 $183.7M
5 HITE Hedge Asset Management LLC 2.22% 480,895 $39.4M
6 Foresight Capital Management Advisors, INC. 2.08% 45,675 $3.7M
7 Verbena Value LP 2.00% 149,300 $12.2M
8 Advocate Group LLC 1.81% 141,388 $11.6M
9 Cbre Investment Management Listed Real Assets LLC 1.69% 1,389,642 $113.8M
10 Community Bank of Raymore 1.64% 29,914 $2.5M
11 Energy Income Partners, LLC 1.63% 1,237,749 $101.4M
12 Ground Swell Capital, LLC 1.57% 9,741 $798K
13 ANTIPODES PARTNERS Ltd 1.55% 983,388 $80.6M
14 Alpine Woods Capital Investors, LLC 1.49% 75,695 $6.2M
15 Gw Henssler & Associates Ltd 1.48% 382,547 $31.3M
16 Duff & Phelps Investment Management Co 1.41% 1,655,860 $135.6M
17 Tortoise Capital Advisors, L.L.C. 1.08% 1,267,504 $103.8M
18 Davis Capital Management 1.04% 18,805 $1.5M
19 Pathway Financial Advisers, LLC 1.01% 43,802 $3.6M
20 Ranch Capital Advisors Inc. 0.97% 32,594 $2.7M
21 DC Investments Management, LLC 0.87% 27,863 $2.3M
22 Schaper Benz & Wise Investment Counsel Inc/Wi 0.86% 137,424 $11.3M
23 Viking Fund Management LLC 0.84% 100,000 $8.2M
24 Brookmont Capital Management 0.84% 18,293 $1.5M
25 Icon Advisers Inc/Co 0.83% 43,800 $3.6M
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 — 3 quarters in a row: For 3 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 — 55% buying: Last quarter: 464 funds bought or added vs 386 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 — 46% AUM from top-100 funds: 62 of 912 holders are among the 100 largest funds by AUM, controlling 46% 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?

59% of holders stayed for 2+ years: 538 out of 914 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.

Is it too late to buy Evergy Inc (EVRG) following the 2026 Q1 hedge fund 13F filings?

As of today, EVRG has moved +3.3% since the 2026 Q1 13F filing date (May 15, 2026), compared to +2.0% for the XLU sector ETF — an outperformance of +1.3%. Since the quarter end (March 31, 2026), EVRG has gained +0.7% vs -2.5% for XLU. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

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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