HoldingsHub
中文

Home › Stocks › EVRG

EVRG — EVERGY INC

Reported value held$5.50B
Funds holding (latest)45
SectorUtilities

Index member: S&P 500

Funds holding (Q2 2026)41
Institutional value$3.16B · 199.23M sh
New / Add / Cut / Exit4 / 19 / 15 / 2
Top-5 / Top-10 concentration69.0% / 86.3%
Institutional holdings change Reducing -11.9% (-26.90M sh)
Institutional value change Up +8.0%

As of Q2 2026, 41 SEC-registered investment managers reported holding EVRG (EVERGY INC) in their latest 13F filings, with a combined reported value of $3.16B across 199.23M shares. That is -11.9% by share count (-26.90M shares) versus the previous quarter, while reported value moved +8.0%. Ownership is concentrated: the five largest holders account for 69.0% of reported value and the top ten for 86.3%.

Compared with the prior quarter, 4 opened new positions, 19 added to existing stakes, 15 trimmed, 2 exited entirely. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.

EVRG is a constituent of the S&P 500 and is classified in the Utilities sector.

All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.

FundQuarterSharesValuePortfolio WeightChange
Vanguard Group history Q4 2025 30.21M $2.19B 0.03% Hold
Invesco Ltd history Q2 2026 7.37M $637.13M 0.05% Reduce
Geode Capital Management history Q2 2026 6.65M $572.77M 0.03% Add
Franklin Resources history Q2 2026 6.48M $559.87M 0.13% Add
Northern Trust Corp history Q2 2026 2.47M $213.44M 0.03% Reduce
Charles Schwab Investment Management history Q2 2026 2.25M $194.37M 0.03% Add
MFS Investment Management history Q2 2026 1.94M $171.28M 0.06% Add
Elliott Investment Management history Q1 2022 2.24M $153.41M 1.59% Reduce
Legal & General Investment Management America history Q2 2026 1.60M $138.23M 0.03% Reduce
AQR Capital Management history Q2 2026 1.02M $87.64M 0.03% Add
BlackRock Inc history Q2 2026 58.83M $83.69M 0.00% Reduce
Millennium Management history Q2 2026 739.67K $63.93M 0.03% Add
Balyasny Asset Management history Q2 2026 653.05K $56.44M 0.07% Add
Citadel Advisors history Q2 2026 38.75M $55.09M 0.01% Add
Manulife Financial history Q2 2026 628.34K $54.31M 0.04% Reduce
Point72 Asset Management history Q2 2026 464.91K $40.18M 0.05% Reduce
Marshall Wace history Q2 2026 315.19K $27.24M 0.02% New
PNC Financial Services history Q2 2026 281.34K $24.32M 0.01% Add
Bank of America Corp history Q2 2026 16.18M $23.01M 0.00% Add
Principal Global Investors history Q2 2026 254.80K $22.02M 0.01% Reduce

View all 45 fund holders →

New Positions (Q2 2026)

Fully Exited (vs previous quarter)

Fund Position History — shares by quarter (top 20 funds)

FundQ3 2021Q4 2021Q1 2022Q2 2022Q3 2022Q4 2022Q1 2023Q2 2023Q3 2023Q4 2023Q1 2024Q2 2024Q3 2024Q4 2024Q1 2025Q2 2025Q3 2025Q4 2025Q1 2026Q2 2026
Invesco Ltd 2.52M 4.03M 3.84M 3.98M 4.96M 5.18M 5.46M 5.12M 5.38M 4.43M 5.48M 5.72M 6.33M 5.00M 5.00M 5.00M 7.99M 7.51M 7.42M 7.37M
Geode Capital Management 4.20M 4.31M 4.50M 4.61M 4.70M 4.97M 5.06M 5.24M 5.34M 5.43M 5.67M 5.81M 5.50M 5.64M 6.09M 6.26M 6.34M 6.45M 6.53M 6.65M
Franklin Resources 5.80M 5.65M 4.11M 4.37M 4.49M 5.03M 5.18M 5.09M 5.13M 5.06M 5.10M 5.24M 5.53M 5.66M 5.69M 5.81M 6.06M 6.09M 6.22M 6.48M
Northern Trust Corp 2.21M 2.17M 2.39M 2.44M 2.45M 2.90M 2.97M 2.92M 2.96M 2.90M 2.81M 2.25M 2.22M 2.35M 2.74M 2.50M 2.76M 2.62M 2.67M 2.47M
Charles Schwab Investment Management 1.19M 1.25M 1.29M 1.28M 1.31M 1.34M 1.35M 1.35M 1.37M 1.41M 1.46M 1.50M 2.14M 2.16M 2.17M 2.19M 2.19M 2.19M 2.23M 2.25M
MFS Investment Management 2.20M 2.20M — 1.86M 1.87M 1.80M 1.84M 1.85M 1.89M 1.53M 1.24M 869.15K 218.21K 218.63K 407.84K 458.69K 2.05M 1.99M 1.90M 1.94M
Legal & General Investment Management America 2.63M 2.65M 2.61M 2.58M 2.37M 2.29M 2.17M 2.14M 2.04M 2.34M 2.26M 2.10M 2.05M 1.71M 1.77M 1.83M 1.79M 1.67M 1.65M 1.60M
AQR Capital Management 246.04K 254.58K 271.63K 271.34K 349.14K 538.55K 554.94K 673.59K 667.29K 636.28K 481.60K 1.19M 1.14M 1.16M 1.48M 1.37M 1.03M 970.28K 885.69K 1.02M
BlackRock Inc — — — — — — — — — — — — 16.76M 13.69M 94.17M 79.72M 110.43M 105.40M 69.58M 58.83M
Millennium Management 652.60K 178.89K 18.04K 436.77K 290.61K 3.15M 1.97M 505.51K 862.95K 2.11M 2.66M 3.68M 3.24M 4.04M 573.65K — 49.63K 105.39K 457.30K 739.67K
Balyasny Asset Management 62.59K 8.21K — 150.16K — 471.93K 31.88K 1.14M — 1.72M 1.18M 1.38M 959.51K 847.39K 1.19M 533.03K 804.13K 305.62K 200.70K 653.05K
Citadel Advisors 773.92K 51.20K 1.61M 1.63M 89.73K 1.27M 349.62K 191.40K 2.80M 1.82M 1.50M 1.29M 1.47M 75.00M 72.50M 560.66K 89.10M 34.10M 16.75M 38.75M
Manulife Financial 240.94K 214.39K 199.20K 186.43K 172.04K 169.67K 170.82K 163.03K 166.75K 692.94K 721.68K 738.76K 727.40K 723.02K 725.87K 722.43K 688.90K 649.24K 638.59K 628.34K
Point72 Asset Management 61.39K 16.84K 358.80K — 318.70K 278.60K — 258.00K 317.23K 3.61M 3.75M 2.26M 2.85M 2.34M 60.00M 966.26K 140.00M 100.00M 54.12M 464.91K
Marshall Wace — 18.02K 50.71K — — 225.94K — — — — — 527.00K — 17.50M — 3.44K 218.18K — — 315.19K
PNC Financial Services 14.00K 14.02K 14.20K 14.43K 14.78K 19.26K 20.69K 20.59K 21.40K 34.89K 52.20K 51.35K 64.39K 64.74K 66.35K 57.63K 58.47K 62.92K 67.38K 281.34K
Bank of America Corp 839.25K 846.38K 776.01K 858.92K 795.80K 1.12M 909.26K 604.40K 518.96K 535.24K 1.83M 1.32M 1.36M 920.25K 5.48M 20.75M 5.38M 15.04M 9.41M 16.18M
Principal Global Investors 295.14K 286.49K 298.98K 288.82K 304.78K 295.06K 300.63K 283.45K 283.61K 279.51K 286.50K 259.60K 278.20K 276.41K 273.96K 266.35K 262.78K 269.04K 259.98K 254.80K
Amundi US 278.88K 237.23K 433.77K 471.71K 706.08K 553.28K 599.45K 687.85K 731.12K 1.11M 204.15K 155.36K 272.30K 122.82K 140.30K 172.93K 183.53K 190.69K 198.16K 200.07K
Fidelity Management & Research (FMR) 10.01M 10.20M 7.15M 6.91M 6.97M 5.58M 5.50M 6.25M 3.09M 3.13M 2.02M 866.28K 2.00M 14.26M 14.26M 13.32M 12.55M 12.01M 12.01M 11.42M

Download holders (CSV)