EvergyEVRG

13F holders, Q2 2024 (June 30)
699holders +9
70new positions
64sold out
8famous investors
$52.98avg. 13F price*

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

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 → Q2 2024

InstitutionsTotal Value
New Positions70$214.0M
Exits64$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.

Show all 699 holders