EvergyEVRG

13F holders, Q3 2025 (September 30)
853holders +34
88new positions
51sold out
7famous investors
$76.00avg. 13F price*

At the end of Q3 2025, 853 institutions reported holding Evergy Inc. (EVRG) in their 13F filings, up 34 from Q2 2025. 88 opened new positions and 51 sold out. The largest holders were Vanguard Group Inc. ($2.3B), BlackRock, Inc. ($1.7B) and State Street Corp. ($1.3B). 7 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 Ken Griffin (0.1% of Citadel Advisors'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 2025 → Q3 2025

InstitutionsTotal Value
New Positions88$154.5M
Exits51$221.4M

All 13F filers, Q2 2025 → Q3 2025: 20,503,449 shares bought and 12,360,338 shares sold, net +8,143,111 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 853 holders

Vanguard Group Inc. 0.03% Reduce -2.7% 30,136,078 $2.3B
BlackRock, Inc. 0.03% Add +7.3% 21,856,185 $1.7B
State Street Corp. 0.04% Reduce -0.2% 16,470,081 $1.3B
FMR LLC 0.04% Add +20.2% 9,951,295 $756.5M
Invesco Ltd. 0.10% Add +10.7% 7,989,340 $607.3M
Geode Capital Management, LLC 0.03% Add +1.3% 6,341,308 $480.2M
Franklin Resources Inc. 0.12% Add +4.3% 6,058,061 $460.5M
Morgan Stanley 0.02% Add +14.0% 4,645,380 $353.1M
Federated Hermes, Inc. 0.50% Add +0.5% 3,702,734 $281.5M
Nuveen, LLC 0.07% Add +2.0% 3,301,169 $251.0M
Bank of New York Mellon Corp 0.04% Add +1.2% 3,168,947 $240.9M
American Century Companies Inc. 0.12% Reduce -1.2% 3,130,654 $238.0M
JPMorgan Chase & Co. 0.01% Add +41.9% 2,929,230 $222.7M
Northern Trust Corp. 0.03% Add +10.6% 2,760,494 $209.9M
Bluescape Energy Partners LLC 46.90% No change 2,657,473 $202.0M
Magellan Asset Management Ltd 2.20% Add +3.4% 2,444,381 $185.8M
Cohen & Steers, Inc. 0.32% Reduce -19.4% 2,312,284 $175.8M
Charles Schwab Investment Management Inc. 0.03% Reduce -0.1% 2,185,080 $166.1M
Massachusetts Financial Services Co. 0.05% Add +346.2% 2,046,787 $155.6M
First Trust Advisors LP 0.11% Reduce -2.5% 1,978,753 $150.4M
Mitsubishi UFJ Trust & Banking Corp 0.32% Reduce -23.2% 1,897,406 $144.2M
Goldman Sachs Group Inc. 0.02% Add +42.0% 1,870,630 $142.2M
Duff & Phelps Investment Management Co. 1.57% Reduce -6.5% 1,819,402 $138.3M
Legal & General Group Plc 0.03% Reduce -2.3% 1,792,729 $136.3M
UBS Group AG 0.02% Add +58.1% 1,648,706 $125.3M
Jennison Associates LLC 0.07% Reduce -4.6% 1,631,532 $124.0M
Bank of America Corp. 0.01% Add +19.3% 1,616,496 $122.9M
Victory Capital Management Inc. 0.07% Reduce -9.2% 1,587,757 $120.7M
Truist Financial Corp. 0.15% Add +169.2% 1,438,958 $109.4M
Citadel Advisors 0.09% Add +193.7% 1,433,151 $108.9M
Assenagon Asset Management S.A. 0.15% Add +969.3% 1,329,424 $101.1M
Dimensional Fund Advisors LP 0.02% Add +0.3% 1,328,368 $101.0M
Tortoise Capital Advisors, L.L.C. 1.26% Add +1.6% 1,289,314 $98.0M
Thompson Siegel & Walmsley LLC 1.52% Reduce -6.5% 1,229,552 $93.5M
Brandes Investment Partners, LP 0.67% Add +2.6% 1,103,754 $83.9M
Energy Income Partners, LLC 1.61% Add +1.3% 1,099,236 $83.6M
Two Sigma Investments, LP 0.13% Add +243.0% 1,088,757 $82.8M
Gabelli Funds LLC 0.56% Reduce -1.6% 1,068,134 $81.2M
Empower Advisory Group, LLC 0.22% Reduce -16.3% 1,055,614 $80.2M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.02% Reduce -37.6% 1,051,711 $80.0M
Thrivent Financial for Lutherans 0.16% Add +850.2% 1,049,376 $79.8M
Raymond James Financial Inc. 0.03% Add +12.7% 1,042,086 $79.2M
AQR Capital Management 0.05% Reduce -24.6% 1,030,606 $78.0M
Envestnet Asset Management Inc. 0.02% Add +136.7% 1,003,616 $76.3M
HSBC Holdings PLC 0.04% Add +16.1% 978,162 $74.4M
ANTIPODES PARTNERS Ltd 1.63% New 958,355 $72.9M
ExodusPoint Capital Management, LP 0.92% Reduce -7.6% 860,179 $65.4M
Old Republic International Corp. 2.36% No change 836,046 $63.6M
Balyasny Asset Management L.P. 0.13% Add +50.9% 804,130 $61.1M
HITE Hedge Asset Management LLC 3.17% Reduce -23.5% 767,132 $58.3M
Barclays PLC 0.02% Reduce -17.2% 752,985 $57.2M
Deutsche Bank AG 0.02% Add +16.8% 747,763 $56.8M
California Public Employees Retirement System 0.03% Reduce -15.0% 716,187 $54.4M
Vaughan Nelson Investment Management, L.P. 0.48% Add +23.5% 700,184 $53.2M
Russell Investments Group, Ltd. 0.06% Add +9.9% 698,978 $53.1M
Manufacturers Life Insurance Company, The 0.04% Reduce -4.6% 688,897 $52.4M
RNC Capital Management LLC 2.40% Reduce -1.0% 685,138 $52.1M
Swiss National Bank 0.03% Reduce -4.8% 663,126 $50.4M
Allianz Asset Management GmbH 0.06% Reduce -7.2% 659,054 $50.1M
Treasurer of the State of North Carolina 0.15% Reduce -0.7% 646,669 $49.2M
Wells Fargo & Company 0.01% Reduce -38.9% 632,694 $48.1M
Teilinger Capital Ltd. 47.33% Reduce -14.7% 580,000 $44.1M
Sumitomo Mitsui Trust Group, Inc. 0.03% Add +1.4% 575,181 $43.7M
Captrust Financial Advisors 0.09% Reduce -0.5% 573,259 $43.6M
Gotham Asset Management 0.19% Add +29.3% 560,551 $42.6M
T. Rowe Price Associates Inc. 0.00% Add +10.2% 555,438 $42.2M
CIBC Private Wealth Group LLC 0.06% Reduce -12.5% 481,685 $36.6M
Mitsubishi UFJ Asset Management Co., Ltd. 0.03% Add +9.2% 466,933 $35.5M
BNP Paribas Financial Markets 0.03% Reduce -2.6% 449,153 $34.1M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.06% Add +18.3% 447,691 $34.0M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.17% Reduce -8.8% 434,088 $33.0M
Alliancebernstein L.P. 0.01% Add +6.0% 424,147 $32.2M
Rhumbline Advisers 0.03% Add +0.7% 414,425 $31.5M
New York State Common Retirement Fund 0.04% Reduce -0.1% 399,850 $30.4M
Brookfield Corp 0.04% Reduce -7.6% 397,326 $30.2M
Crawford Investment Counsel Inc. 0.50% Add +0.7% 392,756 $29.9M
GW Henssler & Associates Ltd. 1.47% Add +0.6% 387,540 $29.5M
Cramer Rosenthal McGlynn LLC 1.82% New 373,032 $28.4M
Renaissance Technologies 0.04% Add +46.6% 364,802 $27.7M
Verition Fund Management LLC 0.16% Add +2.5% 357,555 $27.2M
Alps Advisors Inc. 0.15% Reduce -0.5% 357,241 $27.2M
Citigroup Inc. 0.02% Add +23.2% 344,081 $26.2M
Quantinno Capital Management LP 0.07% Add +27.5% 343,409 $26.1M
Natixis Advisors, LLC 0.04% Add +86.1% 319,510 $24.3M
Stifel Financial Corp. 0.02% Reduce -2.2% 317,518 $24.1M
Cullen/Frost Bankers, Inc. 0.27% Add +1.5% 301,604 $22.9M
Voloridge Investment Management, LLC 0.08% Reduce -46.4% 300,952 $22.9M
GAMCO Investors 0.22% Reduce -1.1% 294,827 $22.4M
Cwm, LLC 0.07% Add +0.2% 293,896 $22.3M
Susquehanna Portfolio Strategies, LLC 0.35% Add +169.4% 292,952 $22.3M
Korea Investment CORP 0.05% Reduce -15.6% 290,604 $22.1M
Mercer Global Advisors Inc. 0.04% Add +23.5% 285,953 $21.7M
California State Teachers Retirement System 0.02% Add +0.7% 276,399 $21.0M
Sei Investments Co. 0.02% Reduce -17.6% 274,912 $20.9M
T. Rowe Price Investment Management, Inc. 0.01% Add +873.0% 265,911 $20.2M
Principal Financial Group Inc. 0.01% Reduce -1.3% 262,784 $20.0M
Guggenheim Capital LLC 0.14% Add +9.0% 248,902 $18.9M
Two Sigma Advisers, LP 0.04% Reduce -53.8% 247,789 $18.8M
Bank of Montreal 0.01% Add +4.1% 236,881 $18.0M
Wedge Capital Management L L P 0.30% Reduce -0.9% 229,970 $17.5M

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

Show all 853 holders