Запись по ценной бумаге · архивный квартал
EVRG
Evergy, Inc. · Utilities · Regulated Electric
152Отслеживаемые держатели
-4Δ держателей
160.59MАкций в держании
$13.15BОтчётная стоимость
+7Новые позиции
−11Выходы
Моментум-факторы (сопоставимые управляющие):
широта держателей -2.6% ·
поток акций +1.8% ·
новые чистые позиции -2.6%
· формула
Концентрированное накопление: рост долей при сокращении числа держателей
Все данные о владении: только отслеживаемые управляющие 13F, позиции по обыкновенным акциям, отчётный период Q1 2026
Динамика владения
| Квартал | Держатели | Δ | Акции | Отчётная стоимость | Новый | Выходы |
|---|---|---|---|---|---|---|
| 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 |
Кто держит · Q1 2026
| # | Управляющий | Акции | Δ акций | Стоимость | Их вес | Держится | ||
|---|---|---|---|---|---|---|---|---|
| 1 | BlackRock ✦ (пассивный) | 25.48M | +11.4% | $2.09B | 0.0% | ▲ Add | 4 | SEC ↗ ×21 |
| 2 | State Street Global Advisors ✦ (пассивный) | 16.46M | -0.9% | $1.35B | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 3 | Vanguard Capital Management Llc | 14.54M | n/a | $1.19B | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Fidelity (FMR) ✦ | 9.96M | +5.3% | $815.84M | 0.0% | ▲ Add | 4 | SEC ↗ ×5 |
| 5 | Invesco Ltd. | 7.42M | -1.2% | $608.03M | 0.1% | ▼ Trim | 2 | SEC ↗ ×14 |
| 6 | Geode Capital Management ✦ (пассивный) | 6.53M | +1.4% | $533.37M | 0.0% | ▲ Add | 8 | SEC ↗ ×2 |
| 7 | Franklin Resources Inc | 6.22M | +2.1% | $509.71M | 0.1% | ▲ Add | 2 | SEC ↗ ×11 |
| 8 | Morgan Stanley ✦ | 4.77M | +23.2% | $391.01M | 0.0% | ▲ Add | 3 | SEC ↗ ×13 |
| 9 | Federated Hermes, Inc. | 3.71M | -1.3% | $304.08M | 0.5% | ▼ Trim | 2 | SEC ↗ ×3 |
| 10 | JPMorgan Chase ✦ | 3.02M | +36.8% | $246.47M | 0.0% | ▲ Add | 3 | SEC ↗ ×15 |
| 11 | American Century Companies Inc | 2.81M | -2.4% | $230.21M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 12 | Bank of New York Mellon Corp | 2.72M | +2.5% | $223.18M | 0.0% | ▲ Add | 2 | SEC ↗ ×18 |
| 13 | Northern Trust Corp | 2.67M | +1.9% | $218.75M | 0.0% | ▲ Add | 2 | SEC ↗ ×10 |
| 14 | Bank Of America Corp /De/ | 2.66M | +99.4% | $217.83M | 0.0% | ▲ Add | 2 | SEC ↗ ×6 |
| 15 | Nuveen, LLC | 2.50M | -13.7% | $205.07M | 0.1% | ▼ Trim | 2 | SEC ↗ ×3 |
| 16 | Goldman Sachs Group ✦ | 2.47M | +39.5% | $202.60M | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 17 | Charles Schwab Investment… | 2.23M | +2.0% | $182.83M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | Massachusetts Financial Services Co… | 1.90M | -4.6% | $158.77M | 0.1% | ▼ Trim | 2 | SEC ↗ ×7 |
| 19 | Truist Financial Corp | 1.91M | +3.3% | $156.34M | 0.2% | ▲ Add | 2 | SEC ↗ ×3 |
| 20 | Mitsubishi UFJ Trust & Banking Corp | 1.83M | +5.0% | $149.84M | 0.4% | ▲ Add | 2 | SEC ↗ ×3 |
| 21 | Citadel Advisors ✦ | 1.81M | +99.2% | $148.52M | 0.1% | ▲ Add | 8 | SEC ↗ ×2 |
| 22 | Legal & General Group Plc | 1.65M | -1.6% | $134.88M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 23 | First Trust Advisors Lp | 1.47M | -22.7% | $120.23M | 0.1% | ▼ Trim | 2 | SEC ↗ ×2 |
| 24 | Victory Capital Management Inc | 1.44M | -3.8% | $117.56M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 25 | Dimensional Fund Advisors Lp | 1.37M | +1.9% | $112.50M | 0.0% | ▲ Add | 2 | SEC ↗ ×5 |
| 26 | Deutsche Bank Ag\ | 1.24M | +106.2% | $101.48M | 0.0% | ▲ Add | 2 | SEC ↗ ×8 |
| 27 | Envestnet Asset Management Inc | 1.13M | +2.8% | $92.70M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 28 | Empower Advisory Group, LLC | 1.07M | +5.4% | $87.53M | 0.2% | ▲ Add | 2 | SEC ↗ |
| 29 | UBS AM, a distinct business unit of… | 1.06M | +1.9% | $87.12M | 0.0% | ▲ Add | 2 | SEC ↗ ×9 |
| 30 | Jennison Associates Llc | 992.50K | -31.7% | $81.31M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 31 | Raymond James Financial Inc | 979.02K | -4.2% | $80.15M | 0.0% | ▼ Trim | 2 | SEC ↗ ×5 |
| 32 | UBS Group AG | 914.55K | -15.1% | $74.92M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 33 | AQR Capital Management ✦ | 885.69K | -8.7% | $71.91M | 0.0% | ▼ Trim | 8 | SEC ↗ ×7 |
| 34 | Barclays Plc | 822.12K | -10.3% | $67.35M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 35 | Adage Capital Partners ✦ | 724.38K | -40.0% | $59.34M | 0.1% | ▼ Trim | 8 | SEC ↗ |
| 36 | Gotham Asset Management ✦ | 718.67K | +5.8% | $58.87M | 0.2% | ▲ Add | 8 | SEC ↗ |
| 37 | Swiss National Bank | 675.73K | +7.1% | $55.36M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 38 | Manufacturers Life Insurance… | 638.59K | -1.6% | $52.31M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 39 | Hsbc Holdings Plc | 637.26K | -73.8% | $52.17M | 0.0% | ▼ Trim | 2 | SEC ↗ ×6 |
| 40 | Russell Investments Group, Ltd. | 579.88K | -10.1% | $47.50M | 0.1% | ▼ Trim | 2 | SEC ↗ ×9 |
| 41 | Quantinno Capital Management LP | 549.72K | +37.5% | $45.03M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 42 | Allianz Asset Management GmbH | 549.23K | -9.5% | $44.99M | 0.1% | ▼ Trim | 2 | SEC ↗ ×2 |
| 43 | Jones Financial Companies Lllp | 550.24K | +209.7% | $44.49M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 44 | California Public Employees… | 538.64K | -11.7% | $44.13M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 45 | Bnp Paribas Financial Markets | 529.38K | +2.2% | $43.37M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 46 | Sumitomo Mitsui Trust Group, Inc. | 528.40K | -4.9% | $43.29M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 47 | Mitsubishi UFJ Asset Management… | 517.13K | +8.1% | $42.36M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 48 | Renaissance Technologies ✦ | 507.90K | -37.4% | $41.61M | 0.1% | ▼ Trim | 7 | SEC ↗ |
| 49 | Bank Of Montreal /Can/ | 491.72K | +71.1% | $40.28M | 0.0% | ▲ Add | 2 | SEC ↗ ×8 |
| 50 | CIBC Bancorp USA Inc. | 480.71K | n/a | $39.38M | 0.1% | n/c | 1 | SEC ↗ ×3 |
| 51 | Millennium Management ✦ | 457.30K | +333.9% | $37.46M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 52 | T. Rowe Price ✦ | 440.10K | -8.8% | $36.05M | 0.0% | ▼ Trim | 8 | SEC ↗ ×2 |
| 53 | Focus Partners Wealth | 411.08K | +2.9% | $33.67M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 54 | New York State Common Retirement… | 399.85K | 0.0% | $32.76M | 0.0% | Held | 2 | SEC ↗ |
| 55 | Rhumbline Advisers | 397.50K | -1.9% | $32.56M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 56 | Two Sigma Investments ✦ | 377.53K | +369.0% | $30.93M | 0.0% | ▲ Add | 8 | SEC ↗ |
| 57 | Creative Planning | 375.65K | +64.0% | $30.77M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 58 | Wells Fargo & Company/Mn | 372.59K | +13.4% | $30.52M | 0.0% | ▲ Add | 2 | SEC ↗ ×5 |
| 59 | Stifel Financial Corp | 332.78K | +3.2% | $27.26M | 0.0% | ▲ Add | 2 | SEC ↗ ×5 |
| 60 | Mercer Global Advisors Inc /Adv | 302.33K | +3.3% | $24.77M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 61 | GAMCO Investors ✦ | 285.38K | -2.1% | $23.38M | 0.2% | ▼ Trim | 8 | SEC ↗ |
| 62 | Cwm, Llc | 280.01K | -2.7% | $22.94M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 63 | MIRAE ASSET GLOBAL ETFS HOLDINGS… | 276.89K | -39.2% | $22.68M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 64 | California State Teachers… | 274.17K | -0.4% | $22.46M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 65 | Royal Bank Of Canada | 273.18K | +5.1% | $22.38M | 0.0% | ▲ Add | 2 | SEC ↗ ×9 |
| 66 | Citigroup Inc | 265.22K | -31.9% | $21.73M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 67 | Principal Financial Group Inc | 259.98K | -3.4% | $21.30M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 68 | Sei Investments Co | 252.45K | +8.3% | $20.68M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 69 | Alliancebernstein L.P. | 283.35K | -13.2% | $20.54M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 70 | Hrt Financial Lp | 246.82K | +21.4% | $20.22M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 71 | Nomura Asset Management… | 244.90K | Новый | $20.06M | 0.0% | New | 1 | SEC ↗ |
| 72 | BROOKFIELD Corp /ON/ | 237.11K | -34.9% | $19.42M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 73 | Nomura Holdings Inc | 222.17K | +257.4% | $18.20M | 0.2% | ▲ Add | 2 | SEC ↗ ×2 |
| 74 | State Board Of Administration Of… | 220.73K | 0.0% | $18.08M | 0.0% | Held | 2 | SEC ↗ |
| 75 | Ameriprise Financial Inc | 204.40K | -5.1% | $16.74M | 0.0% | ▼ Trim | 2 | SEC ↗ ×4 |
| 76 | Balyasny Asset Management L.P. | 200.70K | -34.3% | $16.44M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 77 | Canada Pension Plan Investment Board | 199.31K | -47.6% | $16.33M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 78 | Amundi | 198.16K | +3.9% | $16.23M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 79 | LPL Financial LLC | 197.64K | +1.1% | $16.19M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 80 | Squarepoint Ops LLC | 192.60K | -13.4% | $15.78M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 81 | Wealthfront Advisers LLC | 162.66K | +5.5% | $13.32M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 82 | Bridgewater Associates ✦ | 154.47K | +42.0% | $12.65M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 83 | CIBC Asset Management Inc | 150.68K | -0.3% | $12.34M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 84 | State Of Wisconsin Investment Board | 137.96K | +12.8% | $11.30M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 85 | Neuberger Berman Group LLC | 131.15K | 0.0% | $10.74M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 86 | Toronto Dominion Bank | 128.88K | +58.6% | $10.56M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 87 | Captrust Financial Advisors | 125.75K | -24.1% | $10.30M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 88 | Cetera Investment Advisers | 125.33K | -4.5% | $10.27M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 89 | Ensign Peak Advisors, Inc | 119.94K | +3.8% | $9.83M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 90 | Voya Investment Management Llc | 116.74K | +4.2% | $9.56M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 91 | Mackenzie Financial Corp | 116.56K | -13.7% | $9.55M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 92 | HighTower Advisors, LLC | 116.33K | +1.9% | $9.53M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 93 | Chevy Chase Trust Holdings, LLC | 113.53K | -2.9% | $9.30M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 94 | Asset Management One Co., Ltd. | 111.64K | -3.0% | $9.15M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 95 | Prudential Financial Inc | 111.34K | -11.4% | $9.12M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 96 | Fifth Third Bancorp | 108.76K | +152.3% | $8.91M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 97 | Td Asset Management Inc | 87.68K | +4.2% | $7.18M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 98 | Susquehanna International Group, Llp | 85.60K | +12.6% | $7.01M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 99 | Commonwealth Equity Services, Llc | 80.13K | +6.2% | $6.56M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 100 | Nomura Asset Management Co Ltd | 78.82K | +0.7% | $6.46M | 0.0% | ▲ Add | 2 | SEC ↗ |
«Вес в портфеле» = доля позиции в заявленной стоимости акционерного капитала 13F данного управляющего: показатель убеждённости. ✦ = курируемый управляющий.
Новые покупатели
| Nomura Asset Management… | $20.06M | 0.0% |
Закрыто
| Point72 Asset Management | $132.44M | составлял 0.2% |
| D. E. Shaw & Co. | $6.13M | составлял 0.0% |
| Qube Research & Technologies… | $4.15M | составлял 0.0% |
| Tudor Investment Corp Et Al | $2.08M | составлял 0.0% |
| LMR Partners LLP | $2.03M | составлял 0.0% |
| Financial Engines Advisors… | $1.64M | составлял 0.0% |
| Wellington Management | $1.62M | составлял 0.0% |
| 1832 Asset Management L.P. | $1.62M | составлял 0.0% |
| Robeco Institutional Asset… | $424,936 | составлял 0.0% |
| Walleye Trading LLC | $325,045 | составлял 0.0% |
| Artisan Partners Limited… | $312,287 | 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: Q1 2026 ·
Методология ·
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