Evergy Inc. (evrg 4.5 12/15/27)

13F holders, Q2 2026 (June 30)
10holders −1
1new positions
2sold out
$1.97avg. 13F price*

At the end of Q2 2026, 10 institutions reported holding Evergy Inc. (evrg 4.5 12/15/27) in their 13F filings, down 1 from Q1 2026. 1 opened new positions and 2 sold out. The largest holders were TPG GP A, LLC ($42.3M), Loomis Sayles & Co. L P ($21.9M) and State of Wisconsin Investment Board ($5.7M).

Company
Evergy Inc. (evrg 4.5 12/15/27)
CUSIP
30034WAD8
Latest filing quarter
Q2 2026

History

Number of 13F holders

051015 Q4 2024: 7Q4 2024Q1 2025: 9Q1 2025Q2 2025: 11Q2 2025Q3 2025: 11Q3 2025Q4 2025: 12Q4 2025Q1 2026: 11Q1 2026Q2 2026: 10Q2 2026

Total Exit/New Position Q1 2026 → Q2 2026

InstitutionsTotal Value
New Positions1$27K
Exits2$11.8M

All 13F filers, Q1 2026 → Q2 2026: 1,243,183 shares bought and 19,818,000 shares sold, net −18,574,817 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 10 holders

TPG GP A, LLC 0.91% Reduce -25.6% 29,750,000 $42.3M
Loomis Sayles & Co. L P 0.03% Add +88.5% 253,884 $21.9M
State of Wisconsin Investment Board 0.01% Add +33.3% 4,000,000 $5.7M
Income Research & Management 2.89% Reduce -13.9% 3,722,000 $5.3M
Police & Firemen's Retirement System of New Jersey 0.01% Add +17.1% 721,000 $1.0M
Bank of New York Mellon Corp 0.00% Reduce -27.8% 650,000 $923K
MML Investors Services, LLC 0.00% No change 23,000 $33K
&partners 0.00% No change 21,000 $30K
Focus Partners Wealth 0.00% New 19,000 $27K
Northwestern Mutual Wealth Management Co. 0.00% No change 9,000 $13K

"% of holder's portfolio" is EVERGY INC (EVRG 4.5 12/15/27)'s weight in each manager's 13F, not the share of Evergy Inc. (evrg 4.5 12/15/27) the manager owns.