EvergyEVRG

13F holders, Q4 2025 (December 31)
924holders +71
102new positions
63sold out
11famous investors
$72.49avg. 13F price*

At the end of Q4 2025, 924 institutions reported holding Evergy Inc. (EVRG) in their 13F filings, up 71 from Q3 2025. 102 opened new positions and 63 sold out. The largest holders were Vanguard Group Inc. ($2.2B), BlackRock, Inc. ($1.7B) and State Street Corp. ($1.2B). 11 famous investors held it, including Steve Cohen (0.2% of Point72 Asset Management's portfolio), Mario Gabelli (0.2% of GAMCO Investors's portfolio) and Joel Greenblatt (0.2% of Gotham 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 Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions102$309.4M
Exits63$72.3M

All 13F filers, Q3 2025 → Q4 2025: 11,860,715 shares bought and 14,233,044 shares sold, net −2,372,329 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 924 holders

Vanguard Group Inc. 0.03% Add +0.2% 30,206,309 $2.2B
BlackRock, Inc. 0.03% Add +4.6% 22,865,085 $1.7B
State Street Corp. 0.04% Add +0.8% 16,610,151 $1.2B
FMR LLC 0.04% Reduce -5.0% 9,452,950 $685.2M
Invesco Ltd. 0.05% Reduce -5.9% 7,514,679 $544.7M
Geode Capital Management, LLC 0.03% Add +1.7% 6,447,150 $465.7M
Franklin Resources Inc. 0.11% Add +0.6% 6,091,518 $441.6M
Morgan Stanley 0.02% Reduce -16.6% 3,873,667 $280.8M
Federated Hermes, Inc. 0.46% Add +1.6% 3,760,548 $272.6M
Nuveen, LLC 0.06% Reduce -12.2% 2,899,037 $210.2M
American Century Companies Inc. 0.11% Reduce -8.0% 2,879,977 $208.8M
Bluescape Energy Partners LLC 50.25% No change 2,657,473 $192.6M
Bank of New York Mellon Corp 0.03% Reduce -16.2% 2,656,692 $192.6M
Northern Trust Corp. 0.02% Reduce -5.0% 2,621,543 $190.0M
Magellan Asset Management Ltd 2.12% Reduce -1.4% 2,409,310 $174.7M
JPMorgan Chase & Co. 0.01% Reduce -24.6% 2,208,543 $160.1M
Charles Schwab Investment Management Inc. 0.02% Add +0.1% 2,188,020 $158.6M
Cohen & Steers, Inc. 0.28% Reduce -8.2% 2,122,228 $153.8M
Massachusetts Financial Services Co. 0.05% Reduce -2.6% 1,993,279 $144.5M
First Trust Advisors LP 0.10% Reduce -4.1% 1,897,624 $137.6M
Truist Financial Corp. 0.18% Add +28.4% 1,847,410 $133.9M
Point72 Asset Management 0.22% New 1,826,964 $132.4M
Goldman Sachs Group Inc. 0.02% Reduce -5.3% 1,772,266 $128.5M
Mitsubishi UFJ Trust & Banking Corp 0.30% Reduce -8.2% 1,741,269 $126.2M
Duff & Phelps Investment Management Co. 1.41% Reduce -5.7% 1,715,935 $124.4M
Legal & General Group Plc 0.03% Reduce -6.7% 1,673,376 $121.3M
Victory Capital Management Inc. 0.06% Reduce -6.1% 1,491,407 $108.1M
Jennison Associates LLC 0.06% Reduce -10.9% 1,452,966 $105.3M
Tortoise Capital Advisors, L.L.C. 1.26% Add +5.9% 1,364,928 $98.9M
Dimensional Fund Advisors LP 0.02% Add +1.4% 1,347,410 $97.7M
Bank of America Corp. 0.01% Reduce -17.5% 1,333,337 $96.7M
Energy Income Partners, LLC 1.61% Add +11.2% 1,222,554 $88.6M
HSBC Holdings PLC 0.05% Add +24.2% 1,215,208 $88.1M
Adage Capital Partners Gp, L.L.C. 0.13% Add +476.6% 1,207,882 $87.6M
Thompson Siegel & Walmsley LLC 1.43% Reduce -4.7% 1,172,329 $85.0M
ExodusPoint Capital Management, LP 0.92% Add +33.3% 1,146,474 $83.1M
Brandes Investment Partners, LP 0.63% Add +3.1% 1,138,521 $82.5M
Envestnet Asset Management Inc. 0.02% Add +9.7% 1,100,841 $79.8M
UBS Group AG 0.02% Reduce -34.6% 1,077,500 $78.1M
Gabelli Funds LLC 0.53% Reduce -0.9% 1,058,482 $76.7M
Thrivent Financial for Lutherans 0.14% Add +0.1% 1,050,711 $76.2M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.02% Reduce -0.8% 1,043,554 $75.6M
Raymond James Financial Inc. 0.02% Reduce -1.9% 1,022,243 $74.2M
Empower Advisory Group, LLC 0.20% Reduce -3.9% 1,014,134 $73.5M
AQR Capital Management 0.04% Reduce -5.8% 970,282 $70.3M
ANTIPODES PARTNERS Ltd 1.45% Reduce -0.9% 949,233 $68.8M
Barclays PLC 0.03% Add +21.7% 916,358 $66.4M
Citadel Advisors 0.05% Reduce -36.5% 910,129 $66.0M
Freestone Grove Partners LP 0.45% Add +321.1% 854,739 $62.0M
Renaissance Technologies 0.09% Add +122.4% 811,202 $58.8M
Vaughan Nelson Investment Management, L.P. 0.54% Add +9.7% 768,034 $55.7M
Old Republic International Corp. 2.13% Reduce -13.0% 727,561 $52.7M
RNC Capital Management LLC 2.29% Add +1.5% 695,348 $50.4M
Gotham Asset Management 0.18% Add +21.1% 679,078 $49.2M
Manufacturers Life Insurance Company, The 0.04% Reduce -5.8% 649,235 $47.1M
Russell Investments Group, Ltd. 0.05% Reduce -7.8% 644,791 $46.7M
Treasurer of the State of North Carolina 0.15% Reduce -1.3% 638,604 $46.3M
Swiss National Bank 0.03% Reduce -4.9% 630,726 $45.7M
California Public Employees Retirement System 0.03% Reduce -14.9% 609,665 $44.2M
Allianz Asset Management GmbH 0.05% Reduce -8.0% 606,618 $44.0M
Deutsche Bank AG 0.01% Reduce -19.7% 600,597 $43.5M
HITE Hedge Asset Management LLC 2.72% Reduce -23.6% 586,192 $42.5M
Sumitomo Mitsui Trust Group, Inc. 0.02% Reduce -3.4% 555,752 $40.3M
BNP Paribas Financial Markets 0.02% Add +15.3% 517,932 $37.5M
T. Rowe Price Associates Inc. 0.00% Reduce -13.1% 482,731 $35.0M
Mitsubishi UFJ Asset Management Co., Ltd. 0.02% Add +2.4% 478,214 $34.9M
Cramer Rosenthal McGlynn LLC 2.22% Add +27.3% 474,988 $34.4M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.05% Add +1.7% 455,429 $33.0M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.16% Reduce -0.4% 432,368 $31.3M
Teilinger Capital Ltd. 31.78% Reduce -25.9% 430,000 $31.2M
Rhumbline Advisers 0.02% Reduce -2.2% 405,159 $29.4M
CIBC Private Wealth Group LLC 0.05% Reduce -16.5% 402,417 $29.2M
Quantinno Capital Management LP 0.06% Add +16.4% 399,857 $29.0M
New York State Common Retirement Fund 0.04% No change 399,850 $29.0M
Focus Partners Wealth 0.03% Add +142.4% 399,617 $29.0M
Citigroup Inc. 0.02% Add +13.1% 389,219 $28.2M
Crawford Investment Counsel Inc. 0.46% Reduce -2.3% 383,913 $27.8M
GW Henssler & Associates Ltd. 1.33% Reduce -1.9% 380,385 $27.6M
Canada Pension Plan Investment Board 0.02% New 380,100 $27.6M
Verbena Value LP 4.67% — 373,900 $27.1M
Brookfield Corp 0.03% Reduce -8.3% 364,131 $26.4M
Alps Advisors Inc. 0.15% Add +1.4% 362,375 $26.3M
Wells Fargo & Company 0.00% Reduce -48.0% 328,663 $23.8M
Natixis Advisors, LLC 0.03% Add +2.5% 327,499 $23.7M
Alliancebernstein L.P. 0.01% Reduce -23.1% 326,371 $23.7M
Stifel Financial Corp. 0.02% Add +1.5% 322,420 $23.4M
Cullen/Frost Bankers, Inc. 0.25% Add +4.9% 316,511 $22.9M
Korea Investment CORP 0.04% Add +7.4% 312,210 $22.6M
Balyasny Asset Management L.P. 0.04% Reduce -62.0% 305,617 $22.2M
Susquehanna Portfolio Strategies, LLC 0.33% No change 292,952 $21.2M
Mercer Global Advisors Inc. 0.03% Add +2.3% 292,628 $21.2M
GAMCO Investors 0.20% Reduce -1.1% 291,540 $21.1M
Cwm, LLC 0.06% Reduce -2.1% 287,819 $20.9M
Bank of Montreal 0.01% Add +21.3% 287,399 $20.8M
California State Teachers Retirement System 0.02% Reduce -0.4% 275,354 $20.0M
Principal Financial Group Inc. 0.01% Add +2.4% 269,043 $19.5M
Diameter Capital Partners LP 2.11% Add +18.2% 260,000 $18.8M
Royal Bank of Canada 0.00% Add +23.7% 259,820 $18.8M
Sei Investments Co. 0.02% Reduce -15.2% 233,062 $16.9M
Creative Planning 0.01% Add +17.9% 229,060 $16.6M

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

Show all 924 holders