Evergy Inc. (evrg 4.5 12/15/27)
13F holders, Q1 2025 (March 31)9holders +2
4new positions
2sold out
$1.58avg. 13F price*
At the end of Q1 2025, 9 institutions reported holding Evergy Inc. (evrg 4.5 12/15/27) in their 13F filings, up 2 from Q4 2024. 4 opened new positions and 2 sold out. The largest holders were Angelo Gordon & Co., L.P. ($41.1M), Mizuho Securities USA LLC ($23.4M) and Loomis Sayles & Co. L P ($17.0M).
- Company
- Evergy Inc. (evrg 4.5 12/15/27)
- CUSIP
- 30034WAD8
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 4 | $23.8M |
| Exits | 2 | $24.2M |
All 13F filers, Q4 2024 → Q1 2025: 30,445,038 shares bought and 22,339,000 shares sold, net +8,106,038 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 9 holders
| Angelo Gordon & Co., L.P. | 8.67% | Add +40.0% | 35,000,000 | $41.1M |
| Mizuho Securities USA LLC | 0.51% | New | 20,000,000 | $23.4M |
| Loomis Sayles & Co. L P | 0.02% | Add +7.6% | 247,002 | $17.0M |
| Nomura Holdings Inc. | 0.05% | Add +466.1% | 134,313 | $9.3M |
| Income Research & Management | 2.50% | No change | 5,000,000 | $5.9M |
| Ameritas Investment Partners, Inc. | 0.10% | No change | 2,415,000 | $2.8M |
| Bank of New York Mellon Corp | 0.00% | New | 300,000 | $353K |
| Natixis | 0.00% | New | 10,000 | $12K |
| Northwestern Mutual Wealth Management Co. | 0.00% | New | 7,000 | $8K |
"% 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.