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

13F holders, Q3 2025 (September 30)
11holders
1new positions
1sold out
$1.64avg. 13F price*

At the end of Q3 2025, 11 institutions reported holding Evergy Inc. (evrg 4.5 12/15/27) in their 13F filings, unchanged from Q2 2025. 1 opened new positions and 1 sold out. The largest holders were Angelo Gordon & Co., L.P. ($50.3M), Nomura Holdings Inc. ($15.0M) and Mizuho Securities USA LLC ($9.3M).

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 Q2 2025 → Q3 2025

InstitutionsTotal Value
New Positions1$718K
Exits1$2.8M

All 13F filers, Q2 2025 → Q3 2025: 1,992,000 shares bought and 4,776,992 shares sold, net −2,784,992 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 11 holders

Angelo Gordon & Co., L.P. 7.32% No change 40,000,000 $50.3M
Nomura Holdings Inc. 0.08% Reduce -66.3% 197,342 $15.0M
Mizuho Securities USA LLC 0.19% Reduce -10.4% 7,815,000 $9.3M
Loomis Sayles & Co. L P 0.01% Reduce -67.1% 101,688 $7.7M
Income Research & Management 2.64% Reduce -16.7% 4,272,000 $5.4M
State of Wisconsin Investment Board 0.01% Add +50.0% 3,000,000 $3.8M
Bank of New York Mellon Corp 0.00% Add +66.7% 1,000,000 $1.3M
Police & Firemen's Retirement System of New Jersey 0.01% New 573,000 $718K
&partners 0.00% Add +56.3% 25,000 $29K
Natixis 0.00% Add +100.0% 20,000 $25K
Northwestern Mutual Wealth Management Co. 0.00% No change 7,000 $9K

"% 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.