EvergyEVRG

13F holders, Q1 2025 (March 31)
819holders +44
106new positions
61sold out
9famous investors
$68.93avg. 13F price*

At the end of Q1 2025, 819 institutions reported holding Evergy Inc. (EVRG) in their 13F filings, up 44 from Q4 2024. 106 opened new positions and 61 sold out. The largest holders were Vanguard Group Inc. ($2.1B), BlackRock, Inc. ($1.2B) and State Street Corp. ($1.1B). 9 famous investors held it, including Steve Cohen (0.6% of Point72 Asset Management's portfolio), Joel Greenblatt (0.2% of Gotham Asset 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 Q4 2024 → Q1 2025

InstitutionsTotal Value
New Positions106$248.3M
Exits61$97.2M

All 13F filers, Q4 2024 → Q1 2025: 16,886,123 shares bought and 19,387,824 shares sold, net −2,501,701 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 819 holders

Vanguard Group Inc. 0.04% Reduce -0.7% 30,445,467 $2.1B
BlackRock, Inc. 0.03% Add +0.4% 17,500,669 $1.2B
State Street Corp. 0.05% Reduce -2.7% 16,281,355 $1.1B
Invesco Ltd. 0.09% Add +5.2% 7,125,610 $491.3M
FMR LLC 0.03% Add +51.4% 6,429,819 $443.3M
Geode Capital Management, LLC 0.03% Add +8.0% 6,086,904 $418.4M
Franklin Resources Inc. 0.12% Add +0.5% 5,688,910 $392.3M
Morgan Stanley 0.02% Add +6.8% 3,867,846 $266.7M
Federated Hermes, Inc. 0.50% Reduce -1.2% 3,391,578 $233.8M
American Century Companies Inc. 0.14% Reduce -7.3% 3,294,339 $227.1M
Point72 Asset Management 0.63% Add +34.6% 3,148,161 $217.1M
Bank of New York Mellon Corp 0.04% Add +2.0% 3,146,265 $216.9M
Nuveen, LLC 0.06% — 3,076,607 $212.1M
Northern Trust Corp. 0.03% Add +16.7% 2,737,480 $188.7M
Bluescape Energy Partners LLC 42.35% No change 2,657,473 $183.2M
Charles Schwab Investment Management Inc. 0.03% Add +0.6% 2,174,047 $149.9M
Citadel Advisors 0.15% Reduce -0.8% 2,165,256 $149.3M
First Trust Advisors LP 0.13% Add +49.5% 2,077,200 $143.2M
Duff & Phelps Investment Management Co. 1.57% Add +5.1% 1,946,011 $134.2M
Legal & General Group Plc 0.03% Add +3.2% 1,765,727 $121.7M
Jennison Associates LLC 0.08% Add +11.2% 1,730,849 $119.3M
Mitsubishi UFJ Trust & Banking Corp 0.31% Reduce -21.4% 1,710,616 $117.9M
UBS Group AG 0.03% Reduce -39.4% 1,696,621 $117.0M
Victory Capital Management Inc. 0.12% Add +15.8% 1,679,572 $115.8M
Cohen & Steers, Inc. 0.21% Add +23.8% 1,645,869 $113.5M
Zimmer Partners, LP 2.18% Reduce -58.0% 1,558,418 $107.5M
AQR Capital Management 0.10% Add +27.7% 1,482,508 $101.7M
Goldman Sachs Group Inc. 0.02% Add +4.5% 1,427,725 $98.4M
Thompson Siegel & Walmsley LLC 1.56% Reduce -22.5% 1,328,275 $91.6M
Dimensional Fund Advisors LP 0.02% Add +1.0% 1,309,084 $90.3M
JPMorgan Chase & Co. 0.01% Add +18.9% 1,260,470 $86.9M
Empower Advisory Group, LLC 0.28% Add +2.9% 1,227,231 $84.6M
T. Rowe Price Associates Inc. 0.01% Reduce -10.1% 1,226,774 $84.6M
Balyasny Asset Management L.P. 0.21% Add +40.2% 1,188,010 $81.9M
Captrust Financial Advisors 0.20% Add +2.4% 1,139,960 $78.6M
Gabelli Funds LLC 0.58% Reduce -3.3% 1,079,307 $74.4M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.02% Reduce -6.8% 1,065,857 $73.5M
Brandes Investment Partners, LP 0.75% Add +17.9% 1,065,555 $73.5M
Two Sigma Advisers, LP 0.17% Reduce -24.9% 1,063,700 $73.3M
Bank of America Corp. 0.01% Add +13.4% 1,043,673 $72.0M
Two Sigma Investments, LP 0.16% Add +3.8% 1,035,622 $71.4M
California Public Employees Retirement System 0.05% Reduce -4.3% 995,966 $68.7M
Voloridge Investment Management, LLC 0.23% Reduce -18.0% 920,774 $63.5M
Maple-Brown Abbott Ltd 4.33% New 920,064 $63.4M
CBRE Investment Management Listed Real Assets LLC 0.90% Reduce -30.0% 845,286 $58.3M
Old Republic International Corp. 2.24% Add +0.7% 836,046 $57.6M
Verition Fund Management LLC 0.33% Add +114.1% 807,711 $55.7M
Energy Income Partners, LLC 1.06% Add +4.6% 804,155 $55.4M
Barclays PLC 0.02% Add +18.7% 786,118 $54.2M
Deutsche Bank AG 0.02% Add +4.8% 785,908 $54.2M
Wells Fargo & Company 0.01% Add +156.5% 771,407 $53.2M
Teilinger Capital Ltd. 51.72% Add +15.4% 750,000 $51.7M
Manufacturers Life Insurance Company, The 0.05% Add +0.4% 725,871 $50.0M
RNC Capital Management LLC 2.44% Reduce -0.1% 693,666 $47.8M
Raymond James Financial Inc. 0.02% Add +30.2% 687,109 $47.4M
Assenagon Asset Management S.A. 0.08% Reduce -34.5% 682,480 $47.1M
Allianz Asset Management GmbH 0.07% Reduce -1.6% 681,435 $47.0M
ExodusPoint Capital Management, LP 0.61% Reduce -71.0% 671,793 $46.3M
Swiss National Bank 0.03% Reduce -0.1% 648,626 $44.7M
HSBC Holdings PLC 0.03% Reduce -22.7% 605,119 $41.6M
Bank of Montreal 0.02% Add +87.1% 593,890 $40.9M
Vaughan Nelson Investment Management, L.P. 0.40% New 584,245 $40.3M
Millennium Management 0.04% Reduce -85.9% 568,549 $39.2M
BNP Paribas Financial Markets 0.03% Add +116.2% 567,314 $39.1M
Citigroup Inc. 0.03% Add +18.1% 549,425 $37.9M
Sumitomo Mitsui Trust Group, Inc. 0.03% Reduce -0.0% 539,118 $37.2M
Russell Investments Group, Ltd. 0.05% Add +59.8% 533,671 $36.8M
Sei Investments Co. 0.04% Reduce -0.9% 477,550 $32.9M
CIBC Private Wealth Group LLC 0.07% Add +5.6% 477,551 $30.8M
Arrowstreet Capital, Limited Partnership 0.02% New 433,529 $29.9M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.17% Add +0.8% 426,622 $29.4M
Alliancebernstein L.P. 0.01% Add +35.0% 415,555 $28.7M
Mackenzie Financial Corp. 0.04% Add +164.7% 413,486 $28.5M
Massachusetts Financial Services Co. 0.01% Add +86.5% 407,836 $28.1M
Gotham Asset Management 0.23% Add +63.0% 407,696 $28.1M
Mitsubishi UFJ Asset Management Co., Ltd. 0.03% Add +11.2% 401,095 $27.7M
Rhumbline Advisers 0.03% Add +9.7% 398,235 $27.5M
Yaupon Capital Management LP 2.00% Reduce -27.8% 396,263 $27.3M
Aventail Capital Group, LP 1.35% Reduce -39.3% 395,621 $27.3M
New York State Common Retirement Fund 0.04% Reduce -0.9% 395,450 $27.3M
GW Henssler & Associates Ltd. 1.50% Add +4.7% 379,354 $26.2M
Merewether Investment Management, LP 0.94% New 376,700 $26.0M
Hudson Bay Capital Management LP 0.19% Add +29.9% 371,006 $25.6M
Alps Advisors Inc. 0.15% Reduce -8.4% 365,292 $25.2M
SummitTX Capital, L.P. 1.06% — 348,342 $24.0M
HITE Hedge Asset Management LLC 1.40% Add +27.4% 326,872 $22.5M
Stifel Financial Corp. 0.02% Add +4.5% 315,105 $21.7M
Envestnet Asset Management Inc. 0.01% Reduce -8.1% 304,196 $21.0M
Cwm, LLC 0.08% Reduce -2.8% 298,188 $20.6M
Treasurer of the State of North Carolina 0.08% Add +5.8% 293,073 $20.2M
LSV Asset Management 0.05% Reduce -1.9% 291,700 $20.1M
GAMCO Investors 0.22% Reduce -1.5% 287,921 $19.9M
Crawford Investment Counsel Inc. 0.35% Add +1.6% 286,113 $19.7M
Korea Investment CORP 0.05% Add +15.8% 279,790 $19.3M
Cullen/Frost Bankers, Inc. 0.27% Add +2.9% 278,796 $19.2M
California State Teachers Retirement System 0.02% Add +0.9% 275,314 $19.0M
Principal Financial Group Inc. 0.01% Reduce -0.9% 273,959 $18.9M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.04% Add +117.0% 271,689 $18.7M
Royal Bank of Canada 0.00% Reduce -43.9% 267,346 $18.4M
State Board of Administration of Florida Retirement System 0.04% Add +2.3% 264,221 $18.2M

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

Show all 819 holders