EvergyEVRG

13F holders, Q2 2025 (June 30)
819holders
78new positions
77sold out
8famous investors
$68.92avg. 13F price*

At the end of Q2 2025, 819 institutions reported holding Evergy Inc. (EVRG) in their 13F filings, unchanged from Q1 2025. 78 opened new positions and 77 sold out. The largest holders were Vanguard Group Inc. ($2.1B), BlackRock, Inc. ($1.4B) and State Street Corp. ($1.1B). 8 famous investors held it, including Mario Gabelli (0.2% of GAMCO Investors's portfolio), Joel Greenblatt (0.2% of Gotham Asset Management's portfolio) and Steve Cohen (0.2% of Point72 Asset 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 2025 → Q2 2025

InstitutionsTotal Value
New Positions78$179.2M
Exits77$189.3M

All 13F filers, Q1 2025 → Q2 2025: 22,180,489 shares bought and 16,236,956 shares sold, net +5,943,533 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 819 holders

Vanguard Group Inc. 0.03% Add +1.7% 30,966,777 $2.1B
BlackRock, Inc. 0.03% Add +16.4% 20,363,364 $1.4B
State Street Corp. 0.04% Add +1.4% 16,502,966 $1.1B
FMR LLC 0.03% Add +28.8% 8,280,724 $570.8M
Invesco Ltd. 0.08% Add +1.3% 7,218,362 $497.6M
Geode Capital Management, LLC 0.03% Add +2.8% 6,257,857 $429.7M
Franklin Resources Inc. 0.11% Add +2.1% 5,807,034 $400.3M
Morgan Stanley 0.02% Add +5.4% 4,075,221 $280.9M
Federated Hermes, Inc. 0.48% Add +8.7% 3,685,142 $254.0M
Nuveen, LLC 0.06% Add +5.1% 3,234,766 $223.0M
American Century Companies Inc. 0.12% Reduce -3.8% 3,168,614 $218.4M
Bank of New York Mellon Corp 0.04% Reduce -0.5% 3,132,204 $215.9M
Cohen & Steers, Inc. 0.36% Add +74.2% 2,867,090 $197.6M
Bluescape Energy Partners LLC 44.56% No change 2,657,473 $183.2M
Northern Trust Corp. 0.02% Reduce -8.8% 2,496,875 $172.1M
Mitsubishi UFJ Trust & Banking Corp 0.39% Add +44.5% 2,470,917 $170.3M
Magellan Asset Management Ltd 1.86% Add +1418.7% 2,364,493 $163.0M
Charles Schwab Investment Management Inc. 0.03% Add +0.6% 2,186,998 $150.7M
JPMorgan Chase & Co. 0.01% Add +63.8% 2,064,959 $142.3M
First Trust Advisors LP 0.11% Reduce -2.3% 2,029,432 $139.9M
Duff & Phelps Investment Management Co. 1.58% Reduce -0.1% 1,945,073 $134.1M
Legal & General Group Plc 0.03% Add +3.9% 1,834,286 $126.4M
Victory Capital Management Inc. 0.08% Add +4.1% 1,748,730 $120.5M
Jennison Associates LLC 0.07% Reduce -1.2% 1,709,576 $117.8M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.02% Add +58.1% 1,684,722 $116.1M
Bank of America Corp. 0.01% Add +29.9% 1,355,307 $93.4M
AQR Capital Management 0.08% Reduce -7.7% 1,367,690 $93.3M
Dimensional Fund Advisors LP 0.02% Add +1.2% 1,324,224 $91.3M
Goldman Sachs Group Inc. 0.01% Reduce -7.7% 1,317,256 $90.8M
Thompson Siegel & Walmsley LLC 1.53% Reduce -1.0% 1,315,337 $90.7M
Tortoise Capital Advisors, L.L.C. 1.14% New 1,269,067 $87.5M
Empower Advisory Group, LLC 0.26% Add +2.8% 1,260,977 $86.9M
Gabelli Funds LLC 0.54% Add +0.6% 1,085,506 $74.8M
Energy Income Partners, LLC 1.47% Add +35.0% 1,085,254 $74.8M
Brandes Investment Partners, LP 0.67% Add +1.0% 1,076,140 $74.2M
UBS Group AG 0.01% Reduce -38.5% 1,042,865 $71.9M
Wells Fargo & Company 0.02% Add +34.2% 1,035,219 $71.4M
HITE Hedge Asset Management LLC 3.98% Add +206.9% 1,003,207 $69.2M
Point72 Asset Management 0.17% Reduce -69.3% 966,257 $66.6M
Zimmer Partners, LP 1.48% Reduce -39.9% 936,418 $64.5M
CBRE Investment Management Listed Real Assets LLC 0.98% Add +10.2% 931,841 $64.2M
ExodusPoint Capital Management, LP 0.78% Add +38.5% 930,730 $64.2M
Raymond James Financial Inc. 0.02% Add +34.6% 924,729 $63.7M
Barclays PLC 0.03% Add +15.6% 908,945 $62.7M
California Public Employees Retirement System 0.04% Reduce -15.4% 842,921 $58.1M
HSBC Holdings PLC 0.04% Add +39.2% 842,297 $58.0M
Old Republic International Corp. 2.26% No change 836,046 $57.6M
Yaupon Capital Management LP 3.73% Add +104.5% 810,504 $55.9M
Manufacturers Life Insurance Company, The 0.04% Reduce -0.5% 722,434 $49.8M
Allianz Asset Management GmbH 0.07% Add +4.2% 710,266 $49.0M
Swiss National Bank 0.03% Add +7.3% 696,226 $48.0M
RNC Capital Management LLC 2.31% Reduce -0.2% 692,093 $47.7M
Teilinger Capital Ltd. 47.88% Reduce -9.3% 680,000 $46.9M
Treasurer of the State of North Carolina 0.14% Add +122.2% 651,157 $44.9M
Deutsche Bank AG 0.02% Reduce -18.6% 640,144 $44.1M
Russell Investments Group, Ltd. 0.06% Add +19.2% 635,982 $43.8M
Freestone Grove Partners LP 0.31% Add +153.1% 590,179 $40.7M
Captrust Financial Advisors 0.09% Reduce -49.5% 575,954 $39.7M
Sumitomo Mitsui Trust Group, Inc. 0.02% Add +5.3% 567,432 $39.1M
Vaughan Nelson Investment Management, L.P. 0.37% Reduce -3.0% 567,034 $39.1M
Voloridge Investment Management, LLC 0.14% Reduce -39.0% 561,661 $38.7M
CIBC Private Wealth Group LLC 0.07% Add +15.3% 550,620 $38.0M
Two Sigma Advisers, LP 0.08% Reduce -49.6% 536,200 $37.0M
Truist Financial Corp. 0.05% Add +2959.7% 534,558 $36.8M
Balyasny Asset Management L.P. 0.08% Reduce -55.1% 533,031 $36.7M
T. Rowe Price Associates Inc. 0.00% Reduce -58.9% 503,942 $34.7M
Citadel Advisors 0.03% Reduce -77.5% 487,960 $33.6M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.17% Add +11.6% 476,197 $32.8M
BNP Paribas Financial Markets 0.03% Reduce -18.7% 461,183 $31.8M
Massachusetts Financial Services Co. 0.01% Add +12.5% 458,687 $31.6M
Gotham Asset Management 0.18% Add +6.4% 433,658 $29.9M
Brookfield Corp 0.04% New 430,057 $29.6M
Mitsubishi UFJ Asset Management Co., Ltd. 0.02% Add +6.6% 427,447 $29.5M
Envestnet Asset Management Inc. 0.01% Add +39.4% 424,085 $29.2M
Rhumbline Advisers 0.02% Add +3.4% 411,651 $28.4M
New York State Common Retirement Fund 0.04% Add +1.3% 400,450 $27.6M
Alliancebernstein L.P. 0.01% Reduce -3.7% 400,335 $27.6M
Crawford Investment Counsel Inc. 0.47% Add +36.3% 390,016 $26.9M
Aventail Capital Group, LP 1.19% Reduce -1.6% 389,285 $26.8M
GW Henssler & Associates Ltd. 1.42% Add +1.5% 385,120 $26.5M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.05% Add +39.3% 378,421 $26.1M
Alps Advisors Inc. 0.14% Reduce -1.7% 358,963 $24.7M
Verition Fund Management LLC 0.14% Reduce -56.8% 348,810 $24.0M
Korea Investment CORP 0.05% Add +23.1% 344,349 $23.7M
Hudson Bay Capital Management LP 0.17% Reduce -9.9% 334,248 $23.0M
Sei Investments Co. 0.03% Reduce -30.2% 333,511 $23.0M
Royal Bank of Canada 0.00% Add +24.3% 332,380 $22.9M
Stifel Financial Corp. 0.02% Add +3.0% 324,596 $22.4M
QRG Capital Management, Inc. 0.19% Add +159.2% 321,320 $22.1M
Two Sigma Investments, LP 0.04% Reduce -69.3% 317,408 $21.9M
GAMCO Investors 0.20% Add +3.5% 297,947 $20.5M
Cullen/Frost Bankers, Inc. 0.26% Add +6.6% 297,079 $20.5M
Cwm, LLC 0.07% Reduce -1.6% 293,341 $20.2M
Citigroup Inc. 0.01% Reduce -49.1% 279,367 $19.3M
California State Teachers Retirement System 0.02% Reduce -0.3% 274,528 $18.9M
Quantinno Capital Management LP 0.08% Add +39.9% 269,377 $18.6M
Principal Financial Group Inc. 0.01% Reduce -2.8% 266,350 $18.4M
Illinois Municipal Retirement Fund 0.25% Add +91.1% 264,419 $18.2M
State Board of Administration of Florida Retirement System 0.03% Reduce -1.8% 259,392 $17.9M
LSV Asset Management 0.04% Reduce -11.8% 257,266 $17.7M

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

Show all 819 holders