EvergyEVRG

13F holders, Q3 2024 (September 30)
719holders +20
75new positions
56sold out
9famous investors
$61.12avg. 13F price*

At the end of Q3 2024, 719 institutions reported holding Evergy Inc. (EVRG) in their 13F filings, up 20 from Q2 2024. 75 opened new positions and 56 sold out. The largest holders were Vanguard Group Inc. ($1.9B), BlackRock, Inc. ($1.0B) and State Street Corp. ($1.0B). 9 famous investors held it, including Steve Cohen (0.6% 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 Q2 2024 → Q3 2024

InstitutionsTotal Value
New Positions75$62.9M
Exits56$75.0M

All 13F filers, Q2 2024 → Q3 2024: 18,274,359 shares bought and 12,701,292 shares sold, net +5,573,067 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 719 holders

Vanguard Group Inc. 0.03% Add +0.5% 30,444,799 $1.9B
BlackRock, Inc. 0.02% — 16,758,402 $1.0B
State Street Corp. 0.04% Add +0.1% 16,464,120 $1.0B
Invesco Ltd. 0.08% Add +10.7% 6,334,339 $392.8M
Geode Capital Management, LLC 0.03% Reduce -5.3% 5,503,616 $340.1M
Franklin Resources Inc. 0.09% Add +5.5% 5,532,719 $330.5M
Zimmer Partners, LP 4.84% Reduce -28.9% 4,161,221 $258.0M
American Century Companies Inc. 0.12% Add +0.9% 3,424,318 $212.3M
Federated Hermes, Inc. 0.46% Reduce -3.7% 3,361,150 $208.4M
Morgan Stanley 0.01% Reduce -11.2% 3,309,084 $205.2M
Millennium Management 0.18% Reduce -12.1% 3,236,171 $200.7M
Nuveen Asset Management, LLC 0.05% Add +146.9% 3,076,277 $194.1M
Point72 Asset Management 0.63% Add +25.8% 2,848,735 $176.7M
Bank of New York Mellon Corp 0.03% Add +1.8% 2,828,423 $175.4M
Bluescape Energy Partners LLC 37.63% No change 2,657,473 $164.8M
Mitsubishi UFJ Trust & Banking Corp 0.36% Reduce -0.2% 2,527,577 $156.7M
Cohen & Steers, Inc. 0.27% Add +411.5% 2,427,152 $150.5M
Northern Trust Corp. 0.02% Reduce -1.5% 2,219,221 $137.6M
Charles Schwab Investment Management Inc. 0.03% Add +42.3% 2,135,011 $132.4M
Manning & Napier Advisors LLC 1.39% Reduce -3.8% 2,041,608 $126.6M
FMR LLC 0.01% Add +131.4% 2,004,414 $124.3M
Duff & Phelps Investment Management Co. 1.30% Add +16.4% 1,822,647 $113.0M
Thompson Siegel & Walmsley LLC 1.69% Reduce -9.4% 1,810,122 $112.2M
Legal & General Group Plc 0.03% Reduce -3.1% 1,742,554 $108.1M
JPMorgan Chase & Co. 0.01% Add +24.6% 1,675,453 $103.9M
UBS Group AG 0.03% Add +22.8% 1,588,394 $98.5M
Voloridge Investment Management, LLC 0.33% Reduce -7.2% 1,445,918 $89.7M
First Trust Advisors LP 0.08% Reduce -5.4% 1,425,765 $88.4M
Jennison Associates LLC 0.05% Reduce -4.9% 1,404,610 $87.1M
Citadel Advisors 0.09% Add +24.2% 1,368,939 $84.9M
Bank of America Corp. 0.01% Add +2.9% 1,362,559 $84.5M
T. Rowe Price Associates Inc. 0.01% Add +221.6% 1,348,734 $83.6M
Dimensional Fund Advisors LP 0.02% Add +3.2% 1,276,103 $79.1M
Two Sigma Investments, LP 0.18% Reduce -14.9% 1,262,770 $78.3M
Two Sigma Advisers, LP 0.18% Reduce -23.3% 1,256,100 $77.9M
Goldman Sachs Group Inc. 0.01% Add +13.6% 1,167,555 $72.4M
Victory Capital Management Inc. 0.07% Reduce -2.1% 1,152,923 $71.5M
Empower Advisory Group, LLC 0.24% Add +3.9% 1,147,525 $71.2M
AQR Capital Management 0.10% Reduce -4.1% 1,143,917 $70.9M
Gabelli Funds LLC 0.52% Reduce -2.8% 1,138,507 $70.6M
CBRE Investment Management Listed Real Assets LLC 1.09% Add +103.5% 1,100,523 $68.2M
Wells Fargo & Company 0.02% Add +3.0% 1,067,094 $66.2M
California Public Employees Retirement System 0.04% Reduce -3.5% 1,031,985 $64.0M
Bank of Montreal 0.03% Add +29.1% 997,832 $61.8M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.02% Add +1.6% 990,173 $61.4M
Citigroup Inc. 0.06% Reduce -0.8% 970,993 $60.2M
Balyasny Asset Management L.P. 0.16% Reduce -30.4% 959,509 $59.5M
BNP Paribas Financial Markets 0.06% Add +34.0% 945,148 $58.6M
Energy Income Partners, LLC 1.20% Reduce -10.8% 906,045 $56.2M
ExodusPoint Capital Management, LP 0.56% Reduce -53.3% 873,503 $54.2M
HSBC Holdings PLC 0.03% Add +1.0% 848,880 $52.6M
Old Republic International Corp. 1.93% No change 830,246 $51.5M
Arrowstreet Capital, Limited Partnership 0.04% Add +360.8% 773,990 $48.0M
Los Angeles Capital Management LLC 0.19% Reduce -18.8% 766,806 $47.5M
Verition Fund Management LLC 0.35% Reduce -31.6% 736,219 $45.7M
Manufacturers Life Insurance Company, The 0.04% Reduce -1.5% 727,403 $45.1M
Assenagon Asset Management S.A. 0.09% Add +2628.1% 725,367 $45.0M
Teilinger Capital Ltd. 26.02% Add +79.5% 700,000 $43.4M
Swiss National Bank 0.03% Add +0.3% 682,426 $42.3M
Allianz Asset Management GmbH 0.06% Add +3.0% 673,378 $41.8M
Captrust Financial Advisors 0.12% Add +3.7% 665,980 $41.3M
RNC Capital Management LLC 2.17% No change 739,161 $39.2M
Sei Investments Co. 0.05% Add +68.0% 610,519 $37.9M
Deutsche Bank AG 0.01% Add +3.4% 557,090 $34.5M
Yaupon Capital Management LP 2.25% Add +2.2% 540,162 $33.5M
Sumitomo Mitsui Trust Group, Inc. 0.02% Add +2.9% 515,306 $32.0M
AMF Tjanstepension AB 0.22% No change 498,730 $30.9M
Hudson Bay Capital Management LP 0.24% Add +2.0% 488,162 $30.3M
Russell Investments Group, Ltd. 0.04% Add +7.3% 480,039 $29.8M
CIBC Private Wealth Group LLC 0.05% Add +0.1% 452,387 $28.1M
Barclays PLC 0.01% Reduce -0.3% 438,557 $27.2M
Guggenheim Capital LLC 0.19% Reduce -5.1% 437,881 $27.2M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.17% Reduce -5.2% 425,140 $26.4M
Eagle Asset Management Inc. 0.13% Add +0.2% 411,378 $25.7M
Alps Advisors Inc. 0.17% Reduce -5.9% 401,825 $24.9M
Rhumbline Advisers 0.02% Reduce -2.3% 373,615 $23.2M
APG Asset Management N.V. 0.15% Reduce -30.8% 409,013 $22.7M
GW Henssler & Associates Ltd. 1.28% Add +1.9% 365,681 $22.7M
ING Groep NV 0.12% Add +271.6% 345,355 $21.4M
Mitsubishi UFJ Asset Management Co., Ltd. 0.02% Add +2.3% 335,719 $20.8M
Envestnet Asset Management Inc. 0.01% Add +4.5% 321,572 $19.9M
Alliancebernstein L.P. 0.01% Reduce -7.4% 318,066 $19.7M
Cwm, LLC 0.08% Reduce -1.3% 311,471 $19.3M
HITE Hedge Asset Management LLC 2.18% Reduce -21.5% 305,528 $18.9M
Bank of Nova Scotia 0.04% Add +66.4% 304,430 $18.9M
GAMCO Investors 0.19% Reduce -1.0% 295,263 $18.3M
LSV Asset Management 0.04% No change 287,770 $17.8M
California State Teachers Retirement System 0.02% Reduce -5.8% 286,382 $17.8M
State Board of Administration of Florida Retirement System 0.03% Add +0.0% 284,284 $17.6M
Crawford Investment Counsel Inc. 0.30% Reduce -2.3% 283,587 $17.6M
Ameriprise Financial Inc. 0.00% Add +3.4% 281,216 $17.4M
Principal Financial Group Inc. 0.01% Add +7.2% 278,197 $17.3M
Stifel Financial Corp. 0.02% Add +9.7% 273,314 $16.9M
National Bank of Canada 0.02% Reduce -28.4% 272,129 $16.9M
Treasurer of the State of North Carolina 0.07% Add +0.4% 269,968 $16.7M
Crestline Management, L.P. 0.95% Add +30.2% 268,080 $16.6M
Cullen/Frost Bankers, Inc. 0.23% Add +9.3% 267,855 $16.6M
Amundi 0.01% Add +75.3% 272,298 $16.3M
Voya Investment Management LLC 0.02% Reduce -26.2% 250,248 $15.5M
ArrowMark Colorado Holdings LLC 0.19% Add +12.9% 237,000 $14.7M

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

Show all 719 holders