Evergy Inc. (evrg 4.5 12/15/27)
13F holders, Q1 2026 (March 31)11holders −1
2new positions
2sold out
$1.54avg. 13F price*
At the end of Q1 2026, 11 institutions reported holding Evergy Inc. (evrg 4.5 12/15/27) in their 13F filings, down 1 from Q4 2025. 2 opened new positions and 2 sold out. The largest holders were TPG GP A, LLC ($54.0M), Ssi Investment Management LLC ($11.7M) and Loomis Sayles & Co. L P ($11.0M).
- 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 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $65.7M |
| Exits | 2 | $30.1M |
All 13F filers, Q4 2025 → Q1 2026: 48,919,698 shares bought and 12,621,491 shares sold, net +36,298,207 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 11 holders
| TPG GP A, LLC | 1.58% | New | 40,000,000 | $54.0M |
| Ssi Investment Management LLC | 0.97% | New | 8,703,000 | $11.7M |
| Loomis Sayles & Co. L P | 0.01% | Add +8.6% | 134,701 | $11.0M |
| Income Research & Management | 3.49% | No change | 4,322,000 | $5.8M |
| State of Wisconsin Investment Board | 0.01% | No change | 3,000,000 | $4.0M |
| Bank of New York Mellon Corp | 0.00% | Add +28.6% | 900,000 | $1.2M |
| Police & Firemen's Retirement System of New Jersey | 0.01% | No change | 616,000 | $831K |
| MML Investors Services, LLC | 0.00% | No change | 23,000 | $31K |
| &partners | 0.00% | Add +23.5% | 21,000 | $28K |
| Natixis | 0.00% | Reduce -25.0% | 15,000 | $20K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +28.6% | 9,000 | $12K |
"% 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.