Запись по ценной бумаге · архивный квартал
EVRG
Evergy, Inc. · Utilities · Regulated Electric
154Отслеживаемые держатели
+2Δ держателей
172.87MАкций в держании
$12.53BОтчётная стоимость
+3Новые позиции
−1Выходы
Моментум-факторы (сопоставимые управляющие):
широта держателей +1.3% ·
поток акций -1.1% ·
новые чистые позиции +1.3%
· формула
Фрагментация владения: больше держателей при меньшей совокупной доле
Все данные о владении: только отслеживаемые управляющие 13F, позиции по обыкновенным акциям, отчётный период Q4 2025
Динамика владения
| Квартал | Держатели | Δ | Акции | Отчётная стоимость | Новый | Выходы |
|---|---|---|---|---|---|---|
| Q3 2026 | 3 | 0 | 245.74K | $19.07M | n/a | n/a |
| Q2 2026 | 153 | +4 | 164.04M | $14.18B | +8 | −4 |
| 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 |
Кто держит · Q4 2025
| # | Управляющий | Акции | Δ акций | Стоимость | Их вес | Держится | ||
|---|---|---|---|---|---|---|---|---|
| 1 | The Vanguard Group ✦ (пассивный) | 30.21M | +0.2% | $2.19B | 0.0% | ▲ Add | 3 | SEC ↗ ×6 |
| 2 | BlackRock ✦ (пассивный) | 22.87M | +4.6% | $1.66B | 0.0% | ▲ Add | 3 | SEC ↗ ×21 |
| 3 | State Street Global Advisors ✦ (пассивный) | 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 ✦ (пассивный) | 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 | Новый | $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 | Новый | $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 | Новый | $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 ↗ |
«Вес в портфеле» = доля позиции в заявленной стоимости акционерного капитала 13F данного управляющего: показатель убеждённости. ✦ = курируемый управляющий.
Новые покупатели
| Point72 Asset Management | $132.44M | 0.2% |
| Bridgewater Associates | $7.89M | 0.0% |
| D. E. Shaw & Co. | $6.13M | 0.0% |
Закрыто
| Marshall Wace | $16.59M | составлял 0.0% |
Контекст по всему рынку: по ВСЕМ фондам, подающим 13F (структурированные данные SEC, Q1 2026): 909 держатели, 210.88M акции, $16.60B отражено в отчётности. Это иной, более ранний период по сравнению с показателями отслеживаемой вселенной выше, и они никогда не смешиваются.
Часто держатся совместно
Что ещё чаще всего держат отслеживаемые владельцы данной ценной бумаги: количество случаев совместного владения, а не фундаментальные взаимосвязи.
Покупки на открытом рынке (P)
Sep 11
Rolph Jonathan D
Director · 150 акц. @ 81.44 · $12,216
Sep 11
Rolph Jonathan D
Director · 335 акц. @ 81.36 · $27,254
Sep 11
Rolph Jonathan D
Director · 200 акц. @ 81.83 · $16,367
Sep 11
Rolph Jonathan D
Director · 70 акц. @ 81.47 · $5,703
Sep 11
Rolph Jonathan D
Director · 335 акц. @ 81.39 · $27,266
Sep 11
Rolph Jonathan D
Director · 300 акц. @ 81.48 · $24,444
Sep 11
Rolph Jonathan D
Director · 250 акц. @ 81.44 · $20,360
Продажи на открытом рынке (S)
Продаж инсайдеров на открытом рынке в нашем окне покрытия нет.
Вознаграждения, исполнение опционов и удержание налогов никогда не учитываются здесь как покупки или продажи. Методология
Jul 31
SC 13G/A: VANGUARD PORTFOLIO MANAGEMENT LLC
Происхождение: Владение на основе разобранных позиций в обыкновенных акциях из 13F (отслеживаемая вселенная, сопоставимые наборы для изменений); строки инсайдеров из форм 3/4/5; доли из Schedules 13D/13G; каждая подача ссылается на оригинал на SEC EDGAR.
Отчётный период: Q4 2025 ·
Методология ·
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