EvergyEVRG

13F holders, Q4 2024 (December 31)
775holders +56
87new positions
60sold out
8famous investors
$61.54avg. 13F price*

At the end of Q4 2024, 775 institutions reported holding Evergy Inc. (EVRG) in their 13F filings, up 56 from Q3 2024. 87 opened new positions and 60 sold out. The largest holders were Vanguard Group Inc. ($1.9B), BlackRock, Inc. ($1.1B) and State Street Corp. ($1.0B). 8 famous investors held it, including Steve Cohen (0.4% of Point72 Asset Management's portfolio), Israel Englander (0.2% of Millennium Management'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 Q3 2024 → Q4 2024

InstitutionsTotal Value
New Positions87$136.9M
Exits60$165.5M

All 13F filers, Q3 2024 → Q4 2024: 17,889,961 shares bought and 16,100,102 shares sold, net +1,789,859 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 775 holders

Vanguard Group Inc. 0.03% Add +0.7% 30,665,885 $1.9B
BlackRock, Inc. 0.02% Add +4.0% 17,433,199 $1.1B
State Street Corp. 0.04% Add +1.7% 16,737,392 $1.0B
Invesco Ltd. 0.08% Add +6.9% 6,772,172 $416.8M
Franklin Resources Inc. 0.10% Add +2.3% 5,660,930 $348.4M
Geode Capital Management, LLC 0.03% Add +2.4% 5,637,257 $346.1M
FMR LLC 0.02% Add +111.8% 4,246,147 $261.4M
Millennium Management 0.22% Add +24.4% 4,026,909 $247.9M
Zimmer Partners, LP 3.96% Reduce -10.9% 3,709,310 $228.3M
Morgan Stanley 0.02% Add +9.5% 3,622,409 $223.0M
American Century Companies Inc. 0.13% Add +3.8% 3,555,122 $218.8M
Federated Hermes, Inc. 0.46% Add +2.2% 3,434,216 $211.4M
Bank of New York Mellon Corp 0.04% Add +9.1% 3,085,401 $189.9M
UBS Group AG 0.04% Add +76.3% 2,800,467 $172.4M
Nuveen Asset Management, LLC 0.05% Reduce -9.6% 2,779,982 $171.1M
Bluescape Energy Partners LLC 38.88% No change 2,657,473 $163.6M
Northern Trust Corp. 0.02% Add +5.7% 2,345,119 $144.3M
Point72 Asset Management 0.40% Reduce -17.9% 2,338,687 $143.9M
ExodusPoint Capital Management, LP 1.48% Add +164.8% 2,312,953 $142.4M
Citadel Advisors 0.13% Add +59.4% 2,182,316 $134.3M
Mitsubishi UFJ Trust & Banking Corp 0.32% Reduce -13.8% 2,177,465 $134.0M
Charles Schwab Investment Management Inc. 0.02% Add +1.2% 2,160,492 $133.0M
Manning & Napier Advisors LLC 1.35% Reduce -6.0% 1,920,048 $118.2M
Duff & Phelps Investment Management Co. 1.36% Add +1.6% 1,851,745 $114.0M
Thompson Siegel & Walmsley LLC 1.65% Reduce -5.3% 1,714,385 $105.5M
Legal & General Group Plc 0.03% Reduce -1.8% 1,710,629 $105.3M
Jennison Associates LLC 0.06% Add +10.8% 1,556,580 $95.8M
Victory Capital Management Inc. 0.09% Add +25.8% 1,450,458 $89.3M
Two Sigma Advisers, LP 0.20% Add +12.8% 1,417,100 $87.2M
First Trust Advisors LP 0.08% Reduce -2.6% 1,388,937 $85.5M
Goldman Sachs Group Inc. 0.02% Add +17.0% 1,365,606 $84.1M
T. Rowe Price Associates Inc. 0.01% Add +1.2% 1,364,401 $84.0M
Cohen & Steers, Inc. 0.16% Reduce -45.2% 1,329,399 $81.8M
Dimensional Fund Advisors LP 0.02% Add +1.5% 1,295,687 $79.7M
CBRE Investment Management Listed Real Assets LLC 1.32% Add +9.8% 1,207,828 $74.3M
Empower Advisory Group, LLC 0.25% Add +4.0% 1,192,964 $73.4M
AQR Capital Management 0.09% Add +1.5% 1,161,102 $71.5M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.02% Add +15.6% 1,144,126 $70.4M
Voloridge Investment Management, LLC 0.24% Reduce -22.3% 1,123,230 $69.1M
Gabelli Funds LLC 0.52% Reduce -1.9% 1,116,307 $68.7M
Captrust Financial Advisors 0.20% Add +67.2% 1,113,538 $68.5M
JPMorgan Chase & Co. 0.01% Reduce -36.7% 1,060,122 $65.3M
Assenagon Asset Management S.A. 0.12% Add +43.6% 1,041,564 $64.1M
California Public Employees Retirement System 0.04% Add +0.8% 1,040,565 $64.0M
Two Sigma Investments, LP 0.15% Reduce -21.0% 997,500 $61.4M
SG Americas Securities, LLC 0.25% Add +15406.4% 921,546 $56.7M
Bank of America Corp. 0.01% Reduce -32.5% 920,245 $56.6M
Brandes Investment Partners, LP 0.62% New 904,180 $55.7M
Balyasny Asset Management L.P. 0.12% Reduce -11.7% 847,394 $52.2M
Old Republic International Corp. 2.01% No change 830,246 $51.1M
HSBC Holdings PLC 0.03% Reduce -7.8% 782,876 $48.1M
Energy Income Partners, LLC 0.97% Reduce -15.2% 768,541 $47.3M
Deutsche Bank AG 0.02% Add +34.6% 750,061 $46.2M
Manufacturers Life Insurance Company, The 0.04% Reduce -0.6% 723,022 $44.5M
RNC Capital Management LLC 2.28% Reduce -6.1% 694,159 $42.7M
Allianz Asset Management GmbH 0.06% Add +2.9% 692,892 $42.6M
Barclays PLC 0.02% Add +51.0% 662,313 $40.8M
Los Angeles Capital Management LLC 0.16% Reduce -14.7% 654,124 $40.3M
Aventail Capital Group, LP 2.10% New 651,219 $40.1M
Teilinger Capital Ltd. 30.50% Reduce -7.1% 650,000 $40.0M
Swiss National Bank 0.03% Reduce -4.8% 649,626 $40.0M
Yaupon Capital Management LP 2.14% Add +1.6% 548,578 $33.8M
Sumitomo Mitsui Trust Group, Inc. 0.02% Add +4.7% 539,263 $33.2M
Raymond James Financial Inc. 0.01% — 527,837 $32.5M
Sei Investments Co. 0.04% Reduce -21.1% 481,843 $29.7M
Royal Bank of Canada 0.01% Add +104.6% 476,323 $29.3M
Citigroup Inc. 0.03% Reduce -52.1% 465,304 $28.6M
CIBC Private Wealth Group LLC 0.05% Reduce -0.1% 452,140 $27.5M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.16% Reduce -0.4% 423,409 $26.1M
New York State Common Retirement Fund 0.03% Add +292.4% 398,950 $24.6M
Alps Advisors Inc. 0.15% Reduce -0.8% 398,705 $24.5M
Verition Fund Management LLC 0.12% Reduce -48.8% 377,195 $23.2M
GW Henssler & Associates Ltd. 1.29% Reduce -0.9% 362,319 $22.5M
Natixis 0.15% Add +334.7% 363,652 $22.4M
Rhumbline Advisers 0.02% Reduce -2.8% 363,155 $22.4M
Mitsubishi UFJ Asset Management Co., Ltd. 0.02% Add +7.5% 360,846 $22.2M
National Bank of Canada 0.03% Add +24.8% 339,685 $20.9M
Russell Investments Group, Ltd. 0.03% Reduce -30.4% 333,974 $20.6M
Envestnet Asset Management Inc. 0.01% Add +3.0% 331,086 $20.4M
Bank of Montreal 0.01% Reduce -68.2% 317,398 $19.5M
Alliancebernstein L.P. 0.01% Reduce -3.2% 307,890 $19.0M
Cwm, LLC 0.08% Reduce -1.5% 306,910 $18.9M
Stifel Financial Corp. 0.02% Add +10.3% 301,447 $18.6M
Wells Fargo & Company 0.00% Reduce -71.8% 300,720 $18.5M
LSV Asset Management 0.04% Add +3.3% 297,300 $18.3M
Ameriprise Financial Inc. 0.00% Add +5.1% 295,489 $18.2M
GAMCO Investors 0.19% Reduce -1.0% 292,403 $18.0M
Hudson Bay Capital Management LP 0.13% Reduce -41.5% 285,689 $17.6M
Crawford Investment Counsel Inc. 0.31% Reduce -0.7% 281,713 $17.3M
Treasurer of the State of North Carolina 0.07% Add +2.7% 277,139 $17.1M
Principal Financial Group Inc. 0.01% Reduce -0.6% 276,412 $17.0M
Renaissance Technologies 0.03% Add +16.9% 274,602 $16.9M
California State Teachers Retirement System 0.02% Reduce -4.7% 272,821 $16.8M
Cullen/Frost Bankers, Inc. 0.23% Add +1.1% 270,839 $16.7M
BNP Paribas Financial Markets 0.01% Reduce -72.2% 262,443 $16.2M
State Board of Administration of Florida Retirement System 0.03% Reduce -9.2% 258,245 $15.9M
HITE Hedge Asset Management LLC 1.16% Reduce -16.0% 256,594 $15.8M
Gotham Asset Management 0.15% Add +40.5% 250,199 $15.4M
Korea Investment CORP 0.04% Add +24.5% 241,657 $14.9M
Voya Investment Management LLC 0.02% Reduce -6.4% 234,177 $14.4M

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

Show all 775 holders