EvergyEVRG

13F holders, Q1 2026 (March 31)
924holders
91new positions
89sold out
9famous investors
$81.89avg. 13F price*

At the end of Q1 2026, 924 institutions reported holding Evergy Inc. (EVRG) in their 13F filings, unchanged from Q4 2025. 91 opened new positions and 89 sold out. The largest holders were BlackRock, Inc. ($2.1B), State Street Corp. ($1.3B) and Vanguard Capital Management LLC ($1.2B). 9 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 Q4 2025 → Q1 2026

InstitutionsTotal Value
New Positions91$173.5M
Exits89$297.9M

All 13F filers, Q4 2025 → Q1 2026: 15,724,036 shares bought and 12,542,300 shares sold, net +3,181,736 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 924 holders

BlackRock, Inc. 0.04% Add +11.4% 25,483,010 $2.1B
State Street Corp. 0.05% Reduce -0.9% 16,457,617 $1.3B
Vanguard Capital Management LLC 0.03% — 14,544,400 $1.2B
Vanguard Portfolio Management LLC 0.05% — 12,273,910 $1.0B
FMR LLC 0.04% Add +5.3% 9,959,010 $815.8M
Invesco Ltd. 0.06% Reduce -1.2% 7,422,206 $608.0M
Geode Capital Management, LLC 0.03% Add +1.4% 6,533,964 $533.4M
Franklin Resources Inc. 0.13% Add +2.1% 6,222,045 $509.7M
Morgan Stanley 0.02% Add +23.2% 4,773,108 $391.0M
Federated Hermes, Inc. 0.49% Reduce -1.3% 3,711,940 $304.1M
JPMorgan Chase & Co. 0.02% Add +36.8% 3,020,857 $246.5M
American Century Companies Inc. 0.12% Reduce -2.4% 2,810,126 $230.2M
Bank of New York Mellon Corp 0.04% Add +2.5% 2,724,410 $223.2M
Northern Trust Corp. 0.03% Add +1.9% 2,670,303 $218.8M
Bank of America Corp. 0.02% Add +99.4% 2,659,114 $217.8M
Bluescape Energy Partners LLC 67.58% No change 2,657,473 $217.7M
Nuveen, LLC 0.06% Reduce -13.7% 2,503,270 $205.1M
Goldman Sachs Group Inc. 0.03% Add +39.5% 2,473,098 $202.6M
Magellan Asset Management Ltd 2.38% Reduce -6.9% 2,242,868 $183.7M
Charles Schwab Investment Management Inc. 0.03% Add +2.0% 2,231,787 $182.8M
Cohen & Steers, Inc. 0.31% Add +2.2% 2,169,187 $177.7M
Massachusetts Financial Services Co. 0.05% Reduce -4.6% 1,902,002 $158.8M
Truist Financial Corp. 0.21% Add +3.3% 1,908,444 $156.3M
Mitsubishi UFJ Trust & Banking Corp 0.37% Add +5.0% 1,829,131 $149.8M
Citadel Advisors 0.11% Add +99.2% 1,813,026 $148.5M
Duff & Phelps Investment Management Co. 1.41% Reduce -3.5% 1,655,860 $135.6M
Legal & General Group Plc 0.03% Reduce -1.6% 1,646,473 $134.9M
First Trust Advisors LP 0.09% Reduce -22.7% 1,467,647 $120.2M
Victory Capital Management Inc. 0.08% Reduce -3.8% 1,435,064 $117.6M
CBRE Investment Management Listed Real Assets LLC 1.69% New 1,389,642 $113.8M
Dimensional Fund Advisors LP 0.02% Add +1.9% 1,373,291 $112.5M
Vanguard Fiduciary Trust Co. 0.03% — 1,286,541 $105.4M
Tortoise Capital Advisors, L.L.C. 1.08% Reduce -7.1% 1,267,504 $103.8M
Deutsche Bank AG 0.03% Add +106.3% 1,238,709 $101.5M
Energy Income Partners, LLC 1.63% Add +1.2% 1,237,749 $101.4M
Brandes Investment Partners, LP 0.69% Add +4.2% 1,186,371 $97.2M
Envestnet Asset Management Inc. 0.02% Add +2.8% 1,131,602 $92.7M
Thrivent Financial for Lutherans 0.17% Add +1.9% 1,070,275 $87.7M
Empower Advisory Group, LLC 0.23% Add +5.4% 1,068,450 $87.5M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.02% Add +1.9% 1,063,416 $87.1M
Gabelli Funds LLC 0.58% Reduce -1.6% 1,041,149 $85.3M
Thompson Siegel & Walmsley LLC 1.50% Reduce -11.6% 1,036,435 $84.9M
Jennison Associates LLC 0.06% Reduce -31.7% 992,503 $81.3M
ANTIPODES PARTNERS Ltd 1.55% Add +3.6% 983,388 $80.6M
Raymond James Financial Inc. 0.02% Reduce -4.2% 979,024 $80.1M
Vaughan Nelson Investment Management, L.P. 0.80% Add +25.9% 967,304 $79.2M
ExodusPoint Capital Management, LP 0.78% Reduce -16.3% 959,416 $78.6M
UBS Group AG 0.01% Reduce -15.1% 914,555 $74.9M
AQR Capital Management 0.03% Reduce -8.7% 885,691 $71.9M
Barclays PLC 0.02% Reduce -10.3% 822,116 $67.3M
Freestone Grove Partners LP 0.44% Reduce -13.3% 740,962 $60.7M
Adage Capital Partners Gp, L.L.C. 0.09% Reduce -40.0% 724,382 $59.3M
Gotham Asset Management 0.18% Add +5.8% 718,670 $58.9M
Treasurer of the State of North Carolina 0.18% Add +9.5% 699,185 $57.3M
Swiss National Bank 0.03% Add +7.1% 675,726 $55.4M
RNC Capital Management LLC 2.36% Reduce -5.2% 659,517 $54.0M
Manufacturers Life Insurance Company, The 0.05% Reduce -1.6% 638,590 $52.3M
HSBC Holdings PLC 0.03% Reduce -47.6% 637,262 $52.2M
Old Republic International Corp. 2.04% Reduce -13.7% 627,561 $51.4M
Russell Investments Group, Ltd. 0.05% Reduce -10.1% 579,884 $47.5M
Quantinno Capital Management LP 0.08% Add +37.5% 549,716 $45.0M
Allianz Asset Management GmbH 0.05% Reduce -9.5% 549,227 $45.0M
Jones Financial Companies LLLP 0.02% Add +209.7% 550,238 $44.5M
California Public Employees Retirement System 0.03% Reduce -11.7% 538,644 $44.1M
BNP Paribas Financial Markets 0.03% Add +2.2% 529,380 $43.4M
Sumitomo Mitsui Trust Group, Inc. 0.03% Reduce -4.9% 528,399 $43.3M
Mitsubishi UFJ Asset Management Co., Ltd. 0.03% Add +8.1% 517,130 $42.4M
Renaissance Technologies 0.07% Reduce -37.4% 507,902 $41.6M
Vanguard Global Advisers, LLC 0.02% — 501,003 $41.0M
Natixis Advisors, LLC 0.06% Add +50.8% 493,977 $40.5M
Bank of Montreal 0.02% Add +71.1% 491,722 $40.3M
HITE Hedge Asset Management LLC 2.23% Reduce -18.0% 480,895 $39.4M
CIBC Bancorp USA Inc. 0.05% — 480,707 $39.4M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.20% Add +8.9% 470,889 $38.6M
Millennium Management 0.03% Add +333.9% 457,299 $37.5M
T. Rowe Price Associates Inc. 0.00% Reduce -8.8% 440,097 $36.1M
VANGUARD ASSET MANAGEMENT, Ltd 0.03% — 429,860 $35.2M
Cramer Rosenthal McGlynn LLC 2.57% Reduce -10.1% 426,900 $35.0M
Focus Partners Wealth 0.04% Add +2.9% 411,084 $33.7M
New York State Common Retirement Fund 0.05% No change 399,850 $32.8M
Rhumbline Advisers 0.03% Reduce -1.9% 397,495 $32.6M
Crawford Investment Counsel Inc. 0.55% Add +1.7% 390,402 $32.0M
GW Henssler & Associates Ltd. 1.48% Add +0.6% 382,547 $31.3M
Two Sigma Investments, LP 0.03% Add +369.0% 377,528 $30.9M
Creative Planning 0.02% Add +64.0% 375,646 $30.8M
Wells Fargo & Company 0.01% Add +13.4% 372,591 $30.5M
Verition Fund Management LLC 0.31% Add +700.5% 371,549 $30.4M
Alps Advisors Inc. 0.13% Reduce -5.8% 341,525 $28.0M
Stifel Financial Corp. 0.03% Add +3.2% 332,776 $27.3M
Mercer Global Advisors Inc. 0.04% Add +3.3% 302,333 $24.8M
Susquehanna Portfolio Strategies, LLC 0.36% No change 292,952 $24.0M
GAMCO Investors 0.23% Reduce -2.1% 285,381 $23.4M
Cullen/Frost Bankers, Inc. 0.27% Reduce -9.9% 285,153 $23.4M
Cwm, LLC 0.06% Reduce -2.7% 280,007 $22.9M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.03% Reduce -39.2% 276,892 $22.7M
California State Teachers Retirement System 0.02% Reduce -0.4% 274,168 $22.5M
Royal Bank of Canada 0.00% Add +5.1% 273,184 $22.4M
Citigroup Inc. 0.01% Reduce -31.9% 265,222 $21.7M
Principal Financial Group Inc. 0.01% Reduce -3.4% 259,975 $21.3M
Sei Investments Co. 0.02% Add +8.3% 252,452 $20.7M

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

Show all 924 holders