EvergyEVRG

13F holders, Q1 2024 (March 31)
690holders
9famous investors
$53.20avg. 13F price*

At the end of Q1 2024, 690 institutions reported holding Evergy Inc. (EVRG) in their 13F filings. The largest holders were Vanguard Group Inc. ($1.7B), State Street Corp. ($908.5M) and BlackRock Inc. ($852.0M). 9 famous investors held it, including Steve Cohen (0.6% of Point72 Asset Management's portfolio), Paul Tudor Jones (0.2% of Tudor Investment Corporation's portfolio) and Mario Gabelli (0.2% of GAMCO Investors's portfolio).

Company
Evergy Inc.
Sector
Utilities
CUSIP
30034W106
Latest filing quarter
Q2 2026

History

Number of 13F holders

02004006008001,000 Q1 2024: 690Q1 2024Q2 2024: 699Q2 2024Q3 2024: 719Q3 2024Q4 2024: 775Q4 2024Q1 2025: 819Q1 2025Q2 2025: 819Q2 2025Q3 2025: 853Q3 2025Q4 2025: 924Q4 2025Q1 2026: 924Q1 2026Q2 2026: 946Q2 2026

Total Exit/New Position Q1 2024

InstitutionsTotal Value
New Positions61$108.4M
Exits72$134.5M

Ownership 690 holders

Vanguard Group Inc. 0.03% Add +0.9% 31,046,328 $1.7B
State Street Corp. 0.04% Add +25.7% 17,019,929 $908.5M
BlackRock Inc. 0.02% Reduce -6.8% 15,960,970 $852.0M
Geode Capital Management, LLC 0.03% Add +4.4% 5,673,145 $302.1M
Invesco Ltd. 0.06% Add +23.6% 5,482,352 $292.6M
Franklin Resources Inc. 0.09% Add +0.8% 5,102,367 $272.4M
Point72 Asset Management 0.59% Add +3.9% 3,753,700 $200.4M
American Century Companies Inc. 0.11% Add +16.3% 3,391,444 $181.0M
Morgan Stanley 0.01% Add +3.5% 3,295,614 $175.9M
Federated Hermes, Inc. 0.36% Reduce -0.1% 2,938,219 $156.8M
Northern Trust Corp. 0.03% Reduce -3.0% 2,808,223 $149.9M
Bank of New York Mellon Corp 0.03% Reduce -0.6% 2,799,616 $149.4M
Bluescape Energy Partners LLC 31.74% No change 2,657,473 $141.9M
Millennium Management 0.12% Add +25.9% 2,656,626 $141.8M
Mitsubishi UFJ Trust & Banking Corp 0.32% Add +5.3% 2,686,541 $141.8M
Zimmer Partners, LP 2.70% Add +781.4% 2,326,385 $124.2M
Manning & Napier Group, LLC 1.46% Reduce -0.1% 2,181,289 $116.4M
FMR LLC 0.01% Reduce -35.4% 2,020,085 $107.8M
Thompson Siegel & Walmsley LLC 1.64% Add +21.7% 2,001,941 $106.9M
First Trust Advisors LP 0.11% Reduce -5.0% 1,990,024 $106.2M
Legal & General Group Plc 0.03% Reduce -3.4% 1,955,070 $104.4M
Two Sigma Investments, LP 0.25% Reduce -8.0% 1,845,264 $98.5M
Bank of America Corp. 0.01% Add +241.1% 1,825,751 $97.5M
ExodusPoint Capital Management, LP 1.14% Reduce -33.2% 1,728,628 $92.3M
Two Sigma Advisers, LP 0.21% Add +7.2% 1,710,800 $91.3M
T. Rowe Price Associates Inc. 0.01% Reduce -61.1% 1,635,174 $87.3M
Voloridge Investment Management, LLC 0.31% Add +95.6% 1,582,883 $84.5M
Charles Schwab Investment Management Inc. 0.02% Add +3.4% 1,461,641 $78.0M
JPMorgan Chase & Co. 0.01% Add +13.6% 1,427,768 $76.2M
Duff & Phelps Investment Management Co. 0.87% Add +13.2% 1,368,356 $73.0M
Nuveen Asset Management, LLC 0.02% Add +97.9% 1,280,836 $71.3M
California Public Employees Retirement System 0.05% Reduce -6.1% 1,320,785 $70.5M
Gabelli Funds LLC 0.50% Reduce -5.2% 1,262,307 $67.4M
Citadel Advisors 0.07% Reduce -28.7% 1,253,153 $66.9M
Massachusetts Financial Services Co. 0.02% Reduce -19.2% 1,238,495 $66.1M
Balyasny Asset Management L.P. 0.17% Reduce -31.3% 1,181,696 $63.1M
Dimensional Fund Advisors LP 0.02% Add +14.8% 1,153,308 $61.6M
Verition Fund Management LLC 0.65% Add +2399.1% 1,118,361 $59.7M
HSBC Holdings PLC 0.04% Add +9.8% 1,117,966 $59.7M
Energy Income Partners, LLC 1.21% Add +10.8% 1,107,443 $59.1M
UBS Group AG 0.02% Reduce -26.6% 1,095,639 $58.5M
Goldman Sachs Group Inc. 0.01% Reduce -1.3% 1,069,959 $57.1M
Empower Advisory Group, LLC 0.21% Add +15.5% 1,067,298 $57.0M
APG Asset Management N.V. 0.09% Reduce -2.3% 1,004,592 $49.7M
Bank of Montreal 0.02% Reduce -54.5% 903,011 $48.3M
Old Republic International Corp. 1.74% No change 830,246 $44.3M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.02% Reduce -1.9% 813,796 $43.4M
Victory Capital Management Inc. 0.04% Reduce -17.9% 789,664 $42.2M
Assenagon Asset Management S.A. 0.11% Reduce -49.2% 771,022 $41.2M
Thrivent Financial for Lutherans 0.08% Add +2.4% 754,498 $40.3M
Allianz Asset Management GmbH 0.07% Reduce -8.8% 721,787 $38.5M
Manufacturers Life Insurance Company, The 0.04% Add +4.2% 721,682 $38.5M
Adage Capital Partners Gp, L.L.C. 0.07% Reduce -34.4% 712,782 $38.0M
BNP Paribas Financial Markets 0.05% Reduce -10.1% 712,536 $38.0M
Jennison Associates LLC 0.03% New 702,998 $37.5M
RNC Capital Management LLC 2.14% Add +19.9% 702,889 $37.5M
Swiss National Bank 0.03% Reduce -4.2% 687,926 $36.7M
Barclays PLC 0.02% Reduce -3.0% 687,288 $36.7M
Schonfeld Strategic Advisors LLC 0.29% Add +299.6% 686,639 $36.7M
National Bank of Canada 0.06% Add +132.9% 652,401 $36.2M
Captrust Financial Advisors 0.12% Add +23.4% 608,862 $32.5M
Yaupon Capital Management LP 2.64% Add +136.3% 573,710 $30.6M
Deutsche Bank AG 0.01% Add +5.2% 552,494 $29.5M
Sumitomo Mitsui Trust Group, Inc. 0.02% Reduce -3.5% 547,982 $29.3M
Citigroup Inc. 0.03% Reduce -24.4% 547,145 $29.2M
Hudson Bay Capital Management LP 0.28% Reduce -6.6% 514,718 $27.5M
D. E. Shaw & Co. 0.04% Add +337.3% 490,001 $26.2M
AQR Capital Management 0.04% Reduce -24.3% 481,597 $25.7M
Guggenheim Capital LLC 0.18% Reduce -2.6% 478,816 $25.6M
Cohen & Steers, Inc. 0.05% Reduce -16.3% 474,479 $25.3M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.16% Add +6.6% 447,928 $23.9M
Alps Advisors Inc. 0.17% Add +2.8% 447,291 $23.9M
Russell Investments Group, Ltd. 0.04% Add +107.7% 428,264 $22.9M
HITE Hedge Asset Management LLC 2.22% Add +943.9% 414,105 $22.1M
Eagle Asset Management Inc. 0.11% Reduce -0.4% 415,362 $21.9M
Rhumbline Advisers 0.02% Reduce -0.1% 388,776 $20.8M
Credit Suisse AG/ 0.02% Add +4.1% 376,421 $20.1M
State Board of Administration of Florida Retirement System 0.05% Add +11.2% 316,455 $19.3M
Greenland Capital Management LP 3.13% Add +89.7% 353,400 $18.9M
GW Henssler & Associates Ltd. 1.09% Add +43.9% 348,278 $18.6M
Alliancebernstein L.P. 0.01% Reduce -7.5% 347,888 $18.6M
Tudor Investment Corporation 0.23% Reduce -12.8% 346,982 $18.5M
Arrowstreet Capital, Limited Partnership 0.02% Add +872.5% 335,442 $17.9M
Aventail Capital Group, LP 1.37% Add +86.1% 335,050 $17.9M
Sei Investments Co. 0.03% Add +18.5% 334,224 $17.8M
GAMCO Investors 0.18% Reduce -2.4% 330,805 $17.7M
Qube Research & Technologies Ltd 0.03% Reduce -71.5% 320,272 $17.1M
CIBC Private Wealth Group LLC 0.03% New 322,634 $17.0M
Cwm, LLC 0.08% Add +1.3% 314,029 $16.8M
LSV Asset Management 0.03% Reduce -19.0% 313,600 $16.7M
Royal Bank of Canada 0.00% Reduce -15.0% 310,130 $16.6M
California State Teachers Retirement System 0.02% Reduce -3.6% 309,114 $16.5M
Korea Investment CORP 0.04% Reduce -18.3% 300,223 $16.0M
Teilinger Capital Ltd. 6.73% Reduce -23.8% 294,000 $15.7M
Crawford Investment Counsel Inc. 0.29% Add +6.4% 292,485 $15.6M
Principal Financial Group Inc. 0.01% Add +2.5% 286,497 $15.3M
New York State Teachers Retirement System 0.03% Reduce -9.4% 275,216 $14.7M
Envestnet Asset Management Inc. 0.01% Reduce -55.0% 271,857 $14.5M
Voya Investment Management LLC 0.02% Reduce -0.1% 268,685 $14.3M
Mitsubishi UFJ Asset Management Co., Ltd. 0.02% Add +20.9% 263,709 $14.1M

"% of holder's portfolio" is EVRG's weight in each manager's 13F, not the share of Evergy Inc. the manager owns.

Show all 690 holders