EvergyEVRG
13F holders, Q2 2024 (June 30)At the end of Q2 2024, 699 institutions reported holding Evergy Inc. (EVRG) in their 13F filings, up 9 from Q1 2024. 70 opened new positions and 64 sold out. The largest holders were Vanguard Group Inc. ($1.6B), State Street Corp. ($871.6M) and BlackRock Inc. ($868.4M). 8 famous investors held it, including Steve Cohen (0.4% of Point72 Asset Management's portfolio), Mario Gabelli (0.2% of GAMCO Investors's portfolio) and Israel Englander (0.2% of Millennium Management's portfolio).
- Company
- Evergy Inc.
- Sector
- Utilities
- CUSIP
- 30034W106
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 70 | $214.0M |
| Exits | 64 | $101.0M |
All 13F filers, Q1 2024 → Q2 2024: 17,453,526 shares bought and 16,977,838 shares sold, net +475,688 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 699 holders
| Vanguard Group Inc. | 0.03% | Reduce -2.5% | 30,285,614 | $1.6B |
| State Street Corp. | 0.04% | Reduce -3.3% | 16,454,263 | $871.6M |
| BlackRock Inc. | 0.02% | Add +2.7% | 16,394,057 | $868.4M |
| Zimmer Partners, LP | 5.91% | Add +151.5% | 5,850,925 | $309.9M |
| Geode Capital Management, LLC | 0.03% | Add +2.5% | 5,813,573 | $307.2M |
| Invesco Ltd. | 0.06% | Add +4.4% | 5,722,535 | $303.1M |
| Franklin Resources Inc. | 0.09% | Add +2.8% | 5,244,100 | $277.8M |
| Morgan Stanley | 0.02% | Add +13.1% | 3,727,329 | $197.4M |
| Millennium Management | 0.17% | Add +38.6% | 3,683,000 | $195.1M |
| Federated Hermes, Inc. | 0.44% | Add +18.8% | 3,490,674 | $184.9M |
| American Century Companies Inc. | 0.11% | Add +0.1% | 3,394,957 | $179.8M |
| Bank of New York Mellon Corp | 0.03% | Reduce -0.7% | 2,779,801 | $147.2M |
| Bluescape Energy Partners LLC | 33.60% | No change | 2,657,473 | $140.8M |
| Mitsubishi UFJ Trust & Banking Corp | 0.32% | Reduce -5.7% | 2,532,351 | $134.1M |
| Point72 Asset Management | 0.39% | Reduce -39.7% | 2,264,812 | $120.0M |
| Northern Trust Corp. | 0.02% | Reduce -19.8% | 2,253,444 | $119.4M |
| Manning & Napier Advisors LLC | 1.27% | — | 2,123,156 | $112.5M |
| Thompson Siegel & Walmsley LLC | 1.70% | Reduce -0.2% | 1,998,418 | $105.9M |
| ExodusPoint Capital Management, LP | 1.09% | Add +8.1% | 1,869,292 | $99.0M |
| Legal & General Group Plc | 0.03% | Reduce -8.1% | 1,797,495 | $95.2M |
| Two Sigma Advisers, LP | 0.19% | Reduce -4.2% | 1,638,400 | $86.8M |
| Duff & Phelps Investment Management Co. | 1.06% | Add +14.5% | 1,566,286 | $83.0M |
| Voloridge Investment Management, LLC | 0.31% | Reduce -1.5% | 1,558,444 | $82.6M |
| First Trust Advisors LP | 0.08% | Reduce -24.3% | 1,507,262 | $79.8M |
| Charles Schwab Investment Management Inc. | 0.02% | Add +2.6% | 1,500,276 | $79.5M |
| Two Sigma Investments, LP | 0.19% | Reduce -19.5% | 1,484,765 | $78.6M |
| Jennison Associates LLC | 0.05% | Add +110.2% | 1,477,681 | $78.3M |
| Balyasny Asset Management L.P. | 0.19% | Add +16.7% | 1,379,325 | $73.1M |
| JPMorgan Chase & Co. | 0.01% | Reduce -5.8% | 1,344,989 | $71.2M |
| Bank of America Corp. | 0.01% | Reduce -27.4% | 1,324,831 | $70.2M |
| Nuveen Asset Management, LLC | 0.02% | Reduce -2.7% | 1,246,042 | $68.8M |
| UBS Group AG | 0.02% | Add +18.1% | 1,293,745 | $68.5M |
| Dimensional Fund Advisors LP | 0.02% | Add +7.2% | 1,236,343 | $65.5M |
| AQR Capital Management | 0.10% | Add +147.8% | 1,193,382 | $63.2M |
| Victory Capital Management Inc. | 0.06% | Add +49.2% | 1,178,289 | $62.4M |
| Gabelli Funds LLC | 0.48% | Reduce -7.2% | 1,171,307 | $62.0M |
| Empower Advisory Group, LLC | 0.22% | Add +3.5% | 1,104,696 | $58.5M |
| Citadel Advisors | 0.06% | Reduce -12.1% | 1,101,872 | $58.4M |
| Verition Fund Management LLC | 0.49% | Reduce -3.7% | 1,077,154 | $57.1M |
| California Public Employees Retirement System | 0.04% | Reduce -19.0% | 1,069,875 | $56.7M |
| Wells Fargo & Company | 0.01% | Add +412.4% | 1,036,093 | $54.9M |
| Goldman Sachs Group Inc. | 0.01% | Reduce -3.9% | 1,028,129 | $54.5M |
| Energy Income Partners, LLC | 1.20% | Reduce -8.3% | 1,015,588 | $53.8M |
| Citigroup Inc. | 0.05% | Add +78.8% | 978,379 | $51.8M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.01% | Add +19.7% | 974,117 | $51.6M |
| Los Angeles Capital Management LLC | 0.18% | New | 944,755 | $50.0M |
| Massachusetts Financial Services Co. | 0.01% | Reduce -29.8% | 869,155 | $46.0M |
| FMR LLC | 0.00% | Reduce -57.1% | 866,276 | $45.9M |
| HSBC Holdings PLC | 0.03% | Reduce -24.8% | 840,523 | $44.6M |
| Old Republic International Corp. | 1.79% | No change | 830,246 | $44.0M |
| Bank of Montreal | 0.01% | Reduce -14.4% | 773,153 | $43.1M |
| Thrivent Financial for Lutherans | 0.08% | Reduce -1.5% | 743,409 | $39.4M |
| RNC Capital Management LLC | 2.17% | Add +5.2% | 739,161 | $39.2M |
| Manufacturers Life Insurance Company, The | 0.04% | Add +2.4% | 738,756 | $39.1M |
| BNP Paribas Financial Markets | 0.04% | Reduce -1.0% | 705,549 | $37.4M |
| Swiss National Bank | 0.02% | Reduce -1.1% | 680,226 | $36.0M |
| Allianz Asset Management GmbH | 0.06% | Reduce -9.4% | 653,875 | $34.6M |
| Captrust Financial Advisors | 0.11% | Add +5.4% | 641,968 | $34.0M |
| Adage Capital Partners Gp, L.L.C. | 0.06% | Reduce -14.7% | 608,082 | $32.2M |
| APG Asset Management N.V. | 0.05% | Reduce -41.2% | 590,618 | $29.2M |
| CBRE Investment Management Listed Real Assets LLC | 0.53% | New | 540,785 | $28.6M |
| Deutsche Bank AG | 0.01% | Reduce -2.5% | 538,554 | $28.5M |
| Yaupon Capital Management LP | 2.50% | Reduce -7.9% | 528,470 | $28.0M |
| Marshall Wace, LLP | 0.04% | New | 526,995 | $27.9M |
| Sumitomo Mitsui Trust Group, Inc. | 0.02% | Reduce -8.6% | 500,923 | $26.5M |
| AMF Tjanstepension AB | 0.20% | New | 498,730 | $26.4M |
| Hudson Bay Capital Management LP | 0.22% | Reduce -7.0% | 478,593 | $25.4M |
| Cohen & Steers, Inc. | 0.05% | No change | 474,479 | $25.1M |
| Guggenheim Capital LLC | 0.18% | Reduce -3.7% | 461,244 | $24.4M |
| Covalis Capital LLP | 3.30% | New | 458,197 | $24.3M |
| CIBC Private Wealth Group LLC | 0.04% | Add +40.1% | 452,004 | $23.9M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.16% | Add +0.1% | 448,205 | $23.7M |
| Russell Investments Group, Ltd. | 0.04% | Add +4.5% | 447,388 | $23.7M |
| Barclays PLC | 0.01% | Reduce -36.0% | 440,114 | $23.3M |
| Alps Advisors Inc. | 0.16% | Reduce -4.5% | 427,111 | $22.6M |
| T. Rowe Price Associates Inc. | 0.00% | Reduce -74.3% | 419,398 | $22.2M |
| Eagle Asset Management Inc. | 0.12% | Reduce -1.2% | 410,430 | $21.6M |
| Teilinger Capital Ltd. | 9.84% | Add +32.6% | 390,000 | $20.7M |
| HITE Hedge Asset Management LLC | 2.03% | Reduce -6.0% | 389,415 | $20.6M |
| Rhumbline Advisers | 0.02% | Reduce -1.6% | 382,354 | $20.3M |
| National Bank of Canada | 0.03% | Reduce -41.8% | 379,891 | $20.0M |
| Sei Investments Co. | 0.03% | Add +8.8% | 363,497 | $19.3M |
| GW Henssler & Associates Ltd. | 1.14% | Add +3.0% | 358,802 | $19.0M |
| Korea Investment CORP | 0.05% | Add +19.3% | 358,257 | $19.0M |
| Alliancebernstein L.P. | 0.01% | Reduce -1.3% | 343,500 | $18.2M |
| Voya Investment Management LLC | 0.02% | Add +26.1% | 338,928 | $18.0M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.02% | Add +24.5% | 328,295 | $17.4M |
| Royal Bank of Canada | 0.00% | Add +5.6% | 327,395 | $17.3M |
| Cwm, LLC | 0.08% | Add +0.5% | 315,455 | $16.7M |
| Envestnet Asset Management Inc. | 0.01% | Add +13.2% | 307,797 | $16.3M |
| California State Teachers Retirement System | 0.02% | Reduce -1.6% | 304,073 | $16.1M |
| GAMCO Investors | 0.17% | Reduce -9.9% | 298,151 | $15.8M |
| Crawford Investment Counsel Inc. | 0.29% | Reduce -0.8% | 290,227 | $15.4M |
| LSV Asset Management | 0.03% | Reduce -8.2% | 287,770 | $15.2M |
| State Board of Administration of Florida Retirement System | 0.03% | Reduce -10.2% | 284,170 | $15.1M |
| Greenland Capital Management LP | 3.23% | Reduce -19.9% | 282,940 | $15.0M |
| Prudential Financial Inc. | 0.02% | Add +48.1% | 279,329 | $14.8M |
| Ameriprise Financial Inc. | 0.00% | Add +39.6% | 272,088 | $14.4M |
| Treasurer of the State of North Carolina | 0.06% | Add +126.4% | 268,816 | $14.2M |
| Wedge Capital Management L L P | 0.24% | Add +8.0% | 260,331 | $13.8M |
"% of holder's portfolio" is EVRG's weight in each manager's 13F, not the share of Evergy Inc. the manager owns.