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

13F holders, Q4 2025 (December 31)
12holders +1
1new positions
0sold out
$1.57avg. 13F price*

At the end of Q4 2025, 12 institutions reported holding Evergy Inc. (evrg 4.5 12/15/27) in their 13F filings, up 1 from Q3 2025. 1 opened new positions and 0 sold out. The largest holders were Angelo Gordon & Co., L.P. ($54.8M), Mizuho Securities USA LLC ($15.6M) and Nomura Holdings Inc. ($14.5M).

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 Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions1$28K
Exits0$0

All 13F filers, Q3 2025 → Q4 2025: 9,742,464 shares bought and 308,000 shares sold, net +9,434,464 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 12 holders

Angelo Gordon & Co., L.P. 6.44% Add +12.5% 45,000,000 $54.8M
Mizuho Securities USA LLC 0.26% Add +58.9% 12,417,000 $15.6M
Nomura Holdings Inc. 0.04% Add +1.1% 199,491 $14.5M
Loomis Sayles & Co. L P 0.01% Add +21.9% 124,003 $9.0M
Income Research & Management 2.78% Add +1.2% 4,322,000 $5.3M
State of Wisconsin Investment Board 0.01% No change 3,000,000 $3.7M
Bank of New York Mellon Corp 0.00% Reduce -30.0% 700,000 $853K
Police & Firemen's Retirement System of New Jersey 0.01% Add +7.5% 616,000 $751K
MML Investors Services, LLC 0.00% New 23,000 $28K
Natixis 0.00% No change 20,000 $25K
&partners 0.00% Reduce -32.0% 17,000 $21K
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.