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Security record · archived quarter

EVRG

Evergy, Inc. · Utilities · Regulated Electric

81.69 -1.9% mkt cap $18.83B quote delayed (FMP) · as of Oct 19 22:09 UTC · separate from filing data below

Q3 2026 Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024
154Tracked holders
+2Δ holders
172.87MShares held
$12.53BReported value
+3New positions
−1Exits
Stable Conviction score 49/100 3 quarters of rising tracked shares ●●●○○○ How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth +1.3% · share flow -1.1% · net new positions +1.3% · formula
Ownership fragmentation: more holders, smaller aggregate stake

All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025

Ownership over time
QuarterHoldersΔSharesReported valueNewExits
Q3 2026 3 0 245.74K $19.07M n/a n/a
Q2 2026 151 +4 163.73M $14.15B +8 −6
Q1 2026 152 -4 160.59M $13.15B +7 −11
Q4 2025 154 +2 172.87M $12.53B +3 −1
Q3 2025 19 -1 102.95M $7.82B +1 −2
Q2 2025 17 -1 87.30M $6.01B +1 −2
Q1 2025 15 +2 33.70M $2.32B +2 n/a
Q4 2024 13 -2 35.56M $2.19B n/a −2
Q3 2024 14 0 18.53M $1.15B +1 −1
Q2 2024 14 n/a 18.06M $955.72M n/a n/a
Holder count
Who holds it · Q4 2025
#ManagerSharesΔ sharesValueTheir weightHeld
1 The Vanguard Group ✦ (passive) 30.21M +0.2% $2.19B 0.0% ▲ Add 3 SEC ↗ ×6
2 BlackRock ✦ (passive) 22.87M +4.6% $1.66B 0.0% ▲ Add 3 SEC ↗ ×21
3 State Street Global Advisors ✦ (passive) 16.61M +0.8% $1.20B 0.0% ▲ Add 5 SEC ↗
4 Fidelity (FMR) ✦ 9.45M -5.0% $685.24M 0.0% ▼ Trim 3 SEC ↗ ×5
5 Invesco Ltd. 7.51M n/a $544.74M 0.1% n/c 1 SEC ↗ ×14
6 Geode Capital Management ✦ (passive) 6.45M +1.7% $465.68M 0.0% ▲ Add 7 SEC ↗ ×2
7 Franklin Resources Inc 6.09M n/a $441.57M 0.1% n/c 1 SEC ↗ ×10
8 Morgan Stanley ✦ 3.87M -16.6% $280.80M 0.0% ▼ Trim 2 SEC ↗ ×14
9 Federated Hermes, Inc. 3.76M n/a $272.60M 0.5% n/c 1 SEC ↗ ×3
10 Nuveen, LLC 2.90M n/a $210.15M 0.1% n/c 1 SEC ↗ ×3
11 American Century Companies Inc 2.88M n/a $208.77M 0.1% n/c 1 SEC ↗
12 Bank of New York Mellon Corp 2.66M n/a $192.58M 0.0% n/c 1 SEC ↗ ×19
13 Northern Trust Corp 2.62M n/a $190.04M 0.0% n/c 1 SEC ↗ ×10
14 Hsbc Holdings Plc 2.43M n/a $176.24M 0.1% n/c 1 SEC ↗ ×18
15 JPMorgan Chase ✦ 2.21M -62.3% $160.10M 0.0% ▼ Trim 2 SEC ↗ ×15
16 Charles Schwab Investment… 2.19M n/a $158.61M 0.0% n/c 1 SEC ↗
17 Massachusetts Financial Services Co… 1.99M n/a $144.49M 0.0% n/c 1 SEC ↗ ×7
18 First Trust Advisors Lp 1.90M n/a $137.56M 0.1% n/c 1 SEC ↗ ×2
19 Truist Financial Corp 1.85M n/a $133.92M 0.2% n/c 1 SEC ↗ ×3
20 Point72 Asset Management ✦ 1.83M New $132.44M 0.2% New 1 SEC ↗
21 Goldman Sachs Group ✦ 1.77M -5.3% $128.47M 0.0% ▼ Trim 2 SEC ↗ ×4
22 Mitsubishi UFJ Trust & Banking Corp 1.74M n/a $126.23M 0.3% n/c 1 SEC ↗ ×3
23 Legal & General Group Plc 1.67M n/a $121.30M 0.0% n/c 1 SEC ↗ ×3
24 Victory Capital Management Inc 1.49M n/a $108.11M 0.1% n/c 1 SEC ↗
25 Jennison Associates Llc 1.45M n/a $105.33M 0.1% n/c 1 SEC ↗
26 Dimensional Fund Advisors Lp 1.35M n/a $97.68M 0.0% n/c 1 SEC ↗ ×5
27 Bank Of America Corp /De/ 1.33M n/a $96.65M 0.0% n/c 1 SEC ↗ ×8
28 Adage Capital Partners ✦ 1.21M +476.6% $87.56M 0.1% ▲ Add 7 SEC ↗
29 Envestnet Asset Management Inc 1.10M n/a $79.80M 0.0% n/c 1 SEC ↗
30 UBS Group AG 1.08M n/a $78.11M 0.0% n/c 1 SEC ↗ ×4
31 UBS AM, a distinct business unit of… 1.04M n/a $75.65M 0.0% n/c 1 SEC ↗ ×9
32 Raymond James Financial Inc 1.02M n/a $74.21M 0.0% n/c 1 SEC ↗ ×5
33 Empower Advisory Group, LLC 1.01M n/a $73.51M 0.2% n/c 1 SEC ↗
34 AQR Capital Management ✦ 970.28K -5.8% $70.34M 0.0% ▼ Trim 7 SEC ↗ ×6
35 Barclays Plc 916.36K n/a $66.43M 0.0% n/c 1 SEC ↗ ×3
36 Citadel Advisors ✦ 910.13K -36.5% $65.98M 0.0% ▼ Trim 7 SEC ↗ ×2
37 Renaissance Technologies ✦ 811.20K +122.4% $58.80M 0.1% ▲ Add 6 SEC ↗
38 Gotham Asset Management ✦ 679.08K +21.1% $49.23M 0.2% ▲ Add 7 SEC ↗
39 Manufacturers Life Insurance… 649.24K n/a $47.06M 0.0% n/c 1 SEC ↗
40 Russell Investments Group, Ltd. 644.79K n/a $46.74M 0.1% n/c 1 SEC ↗ ×9
41 Swiss National Bank 630.73K n/a $45.72M 0.0% n/c 1 SEC ↗
42 California Public Employees… 609.66K n/a $44.19M 0.0% n/c 1 SEC ↗
43 Allianz Asset Management GmbH 606.62K n/a $43.97M 0.1% n/c 1 SEC ↗ ×2
44 Deutsche Bank Ag\ 600.60K n/a $43.54M 0.0% n/c 1 SEC ↗ ×7
45 Sumitomo Mitsui Trust Group, Inc. 555.75K n/a $40.29M 0.0% n/c 1 SEC ↗
46 Bnp Paribas Financial Markets 517.93K n/a $37.54M 0.0% n/c 1 SEC ↗
47 T. Rowe Price ✦ 482.73K -13.1% $34.99M 0.0% ▼ Trim 7 SEC ↗ ×2
48 Mitsubishi UFJ Asset Management… 478.21K n/a $34.95M 0.0% n/c 1 SEC ↗
49 MIRAE ASSET GLOBAL ETFS HOLDINGS… 455.43K n/a $33.02M 0.0% n/c 1 SEC ↗ ×3
50 Rhumbline Advisers 405.16K n/a $29.37M 0.0% n/c 1 SEC ↗
51 Quantinno Capital Management LP 399.86K n/a $28.99M 0.1% n/c 1 SEC ↗
52 New York State Common Retirement… 399.85K n/a $28.99M 0.0% n/c 1 SEC ↗
53 Focus Partners Wealth 399.62K n/a $28.97M 0.0% n/c 1 SEC ↗
54 Citigroup Inc 389.22K n/a $28.21M 0.0% n/c 1 SEC ↗ ×4
55 Canada Pension Plan Investment Board 380.10K n/a $27.55M 0.0% n/c 1 SEC ↗
56 BROOKFIELD Corp /ON/ 364.13K n/a $26.40M 0.0% n/c 1 SEC ↗
57 Wells Fargo & Company/Mn 328.66K n/a $23.82M 0.0% n/c 1 SEC ↗ ×5
58 Alliancebernstein L.P. 326.37K n/a $23.66M 0.0% n/c 1 SEC ↗
59 Stifel Financial Corp 322.42K n/a $23.37M 0.0% n/c 1 SEC ↗ ×5
60 Korea Investment CORP 312.21K n/a $22.63M 0.0% n/c 1 SEC ↗
61 Balyasny Asset Management L.P. 305.62K n/a $22.15M 0.0% n/c 1 SEC ↗ ×2
62 Mercer Global Advisors Inc /Adv 292.63K n/a $21.21M 0.0% n/c 1 SEC ↗
63 GAMCO Investors ✦ 291.54K -1.1% $21.13M 0.2% ▼ Trim 7 SEC ↗
64 Cwm, Llc 287.82K n/a $20.86M 0.1% n/c 1 SEC ↗
65 Bank Of Montreal /Can/ 287.40K n/a $20.83M 0.0% n/c 1 SEC ↗ ×8
66 California State Teachers… 275.35K n/a $19.96M 0.0% n/c 1 SEC ↗
67 Principal Financial Group Inc 269.04K n/a $19.50M 0.0% n/c 1 SEC ↗ ×2
68 Royal Bank Of Canada 259.82K n/a $18.84M 0.0% n/c 1 SEC ↗ ×8
69 Sei Investments Co 233.06K n/a $16.89M 0.0% n/c 1 SEC ↗ ×3
70 Creative Planning 229.06K n/a $16.60M 0.0% n/c 1 SEC ↗ ×2
71 Squarepoint Ops LLC 222.29K n/a $16.11M 0.0% n/c 1 SEC ↗
72 State Board Of Administration Of… 220.73K n/a $16.00M 0.0% n/c 1 SEC ↗
73 Ameriprise Financial Inc 215.47K n/a $15.62M 0.0% n/c 1 SEC ↗ ×4
74 Hrt Financial Lp 203.30K n/a $14.74M 0.0% n/c 1 SEC ↗
75 LPL Financial LLC 195.55K n/a $14.18M 0.0% n/c 1 SEC ↗
76 Amundi 190.69K n/a $13.82M 0.0% n/c 1 SEC ↗ ×2
77 Jones Financial Companies Lllp 177.67K n/a $12.88M 0.0% n/c 1 SEC ↗ ×2
78 Captrust Financial Advisors 165.67K n/a $12.01M 0.0% n/c 1 SEC ↗
79 Wealthfront Advisers LLC 154.15K n/a $11.17M 0.0% n/c 1 SEC ↗
80 CIBC Asset Management Inc 151.16K n/a $10.96M 0.0% n/c 1 SEC ↗
81 Mackenzie Financial Corp 135.13K n/a $9.87M 0.0% n/c 1 SEC ↗
82 Zurcher Kantonalbank (Zurich… 132.24K n/a $9.59M 0.0% n/c 1 SEC ↗
83 Cetera Investment Advisers 131.25K n/a $9.51M 0.0% n/c 1 SEC ↗
84 Neuberger Berman Group LLC 131.21K n/a $9.51M 0.0% n/c 1 SEC ↗ ×2
85 Prudential Financial Inc 125.68K n/a $9.11M 0.0% n/c 1 SEC ↗ ×2
86 State Of Wisconsin Investment Board 122.33K n/a $8.87M 0.0% n/c 1 SEC ↗
87 Assenagon Asset Management S.A. 122.00K n/a $8.84M 0.0% n/c 1 SEC ↗
88 Corient Private Wealth LP 160.84K n/a $8.69M 0.0% n/c 1 SEC ↗ ×4
89 Chevy Chase Trust Holdings, LLC 116.86K n/a $8.47M 0.0% n/c 1 SEC ↗ ×2
90 Asset Management One Co., Ltd. 115.06K n/a $8.40M 0.0% n/c 1 SEC ↗
91 Ensign Peak Advisors, Inc 115.52K n/a $8.37M 0.0% n/c 1 SEC ↗
92 HighTower Advisors, LLC 114.13K n/a $8.27M 0.0% n/c 1 SEC ↗
93 Cerity Partners LLC 113.10K n/a $8.20M 0.0% n/c 1 SEC ↗ ×3
94 Voya Investment Management Llc 112.01K n/a $8.12M 0.0% n/c 1 SEC ↗ ×2
95 National Bank Of Canada /Fi/ 108.42K n/a $7.90M 0.0% n/c 1 SEC ↗ ×4
96 Bridgewater Associates ✦ 108.82K New $7.89M 0.0% New 1 SEC ↗
97 Millennium Management ✦ 105.39K +112.3% $7.64M 0.0% ▲ Add 2 SEC ↗
98 D. E. Shaw & Co. ✦ 84.63K New $6.13M 0.0% New 1 SEC ↗
99 Td Asset Management Inc 84.18K n/a $6.10M 0.0% n/c 1 SEC ↗
100 Toronto Dominion Bank 81.28K n/a $5.89M 0.0% n/c 1 SEC ↗

“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.

New buyers

Point72 Asset Management $132.44M 0.2%
Bridgewater Associates $7.89M 0.0%
D. E. Shaw & Co. $6.13M 0.0%

Exited

Marshall Wace $16.59M was 0.0%

Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 909 holders, 210.88M shares, $16.60B reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.

Frequently co-owned

What else this security's tracked holders most often hold: shared-ownership counts, not fundamental relationships.

Insider transactions

Open-market purchases (P)

Sep 11 Rolph Jonathan D

Director · 150 sh @ 81.44 · $12,216

Sep 11 Rolph Jonathan D

Director · 335 sh @ 81.36 · $27,254

Sep 11 Rolph Jonathan D

Director · 200 sh @ 81.83 · $16,367

Sep 11 Rolph Jonathan D

Director · 70 sh @ 81.47 · $5,703

Sep 11 Rolph Jonathan D

Director · 335 sh @ 81.39 · $27,266

Sep 11 Rolph Jonathan D

Director · 300 sh @ 81.48 · $24,444

Sep 11 Rolph Jonathan D

Director · 250 sh @ 81.44 · $20,360

Open-market sales (S)

No open-market insider sales in our coverage window.

Awards, exercises and tax withholding are never counted as buys or sales here. Methodology

Beneficial ownership
Jul 31 SC 13G/A: VANGUARD PORTFOLIO MANAGEMENT LLC

View original SEC filing ↗

Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR. Reporting period: Q4 2025 · Methodology · Get this via the API