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

13F holders, Q2 2025 (June 30)
11holders +2
2new positions
0sold out
$2.18avg. 13F price*

At the end of Q2 2025, 11 institutions reported holding Evergy Inc. (evrg 4.5 12/15/27) in their 13F filings, up 2 from Q1 2025. 2 opened new positions and 0 sold out. The largest holders were Angelo Gordon & Co., L.P. ($46.8M), Nomura Holdings Inc. ($40.3M) and Loomis Sayles & Co. L P ($21.3M).

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 2025 → Q2 2025

InstitutionsTotal Value
New Positions2$2.4M
Exits0$0

All 13F filers, Q1 2025 → Q2 2025: 7,955,707 shares bought, net +7,955,707 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 11 holders

Angelo Gordon & Co., L.P. 7.50% Add +14.3% 40,000,000 $46.8M
Nomura Holdings Inc. 0.33% Add +335.5% 584,948 $40.3M
Loomis Sayles & Co. L P 0.03% Add +25.1% 309,074 $21.3M
Mizuho Securities USA LLC 0.22% — 8,727,000 $10.2M
Income Research & Management 1.61% Add +2.5% 5,127,000 $6.0M
Ameritas Investment Partners, Inc. 0.09% No change 2,415,000 $2.8M
State of Wisconsin Investment Board 0.01% New 2,000,000 $2.3M
Bank of New York Mellon Corp 0.00% Add +100.0% 600,000 $701K
&partners 0.00% New 16,000 $19K
Natixis 0.00% No change 10,000 $12K
Northwestern Mutual Wealth Management Co. 0.00% No change 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.