Evergy Inc. Common Stock (EVRG) Ownership

54.56 ↑0.11 (0.20%)

As of May 8, 2024, 10:52am EST.

Institutions
Mutual Funds

Institutional Ownership

Vanguard Group Inc is the biggest individual institutional holder of Evergy Inc. Common Stock (EVRG), owning a total of 30.8 million shares. Combined, the top 32 institutional holders of EVRG own 61.56% of the company with a total of 141.4 million shares.

In the latest ownership report on December 31st 2023, the top 32 institutional holders increased their combined ownership of EVRG by 673 thousand shares. 14 institutions bought 7,088,896 total additional shares and increased their ownership by an average of 22.14%. However 5 institutions sold 6,415,513 total shares and decreased their ownership by an average of 16.93%.

Overall this is a positive sign as the number of shares owned by the top 20 institutional holders of Evergy Inc. Common Stock increased by a net total of 673,383 in the latest quarter.

Institution Ownership Chart

Latest Institutional Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Vanguard Group Inc	13.388%	4.766%	30,757,415	1,399,199	2023-12-31
BlackRock Inc	7.458%	1.721%	17,134,151	289,846	2023-12-31
State Street Corporation	5.895%	1.833%	13,543,267	243,769	2023-12-31
Geode Capital Management, LLC	2.365%	1.740%	5,433,902	92,956	2023-12-31
Franklin Resources Inc	2.202%	-1.306%	5,059,404	-66,969	2023-12-31
Amvescap Plc.	1.930%	-17.570%	4,433,900	-945,104	2023-12-31
T. Rowe Price Associates, Inc.	1.828%	-54.546%	4,198,844	-5,038,622	2023-12-31
Morgan Stanley - Brokerage Accounts	1.385%	29.070%	3,182,918	716,882	2023-12-31
FMR Inc	1.362%	1.356%	3,128,523	41,853	2023-12-31
Magellan Asset Management Limited	1.310%	-9.131%	3,009,380	-302,387	2023-12-31
Federated Hermes Inc	1.281%	41.328%	2,942,415	860,433	2023-12-31
American Century Companies Inc	1.269%	9.143%	2,915,101	244,188	2023-12-31
Northern Trust Corp	1.260%	-2.111%	2,895,705	-62,431	2023-12-31
Bank of New York Mellon Corp	1.226%	10.494%	2,816,035	267,437	2023-12-31
Bluescape Energy Partners LLC	1.157%	0.000%	2,657,473	0	2023-12-31
ExodusPoint Capital Management, LP	1.126%	99.002%	2,587,878	1,287,448	2023-12-31
Mitsubishi UFJ Trust & Banking Corp	1.111%	16.762%	2,552,305	366,391	2023-12-31
Legal & General Group PLC	1.019%	14.757%	2,342,141	301,180	2023-12-31
Manning & Napier Group, LLC	0.951%	76.597%	2,183,788	947,196	2023-12-31
First Trust Advisors L.P.	0.912%	1.458%	2,095,851	30,118	2023-12-31

Top Institutions

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Vanguard Group Inc	13.388%	4.766%	30,757,415	1,399,199	2023-12-31
BlackRock Inc	7.458%	1.721%	17,134,151	289,846	2023-12-31
State Street Corporation	5.895%	1.833%	13,543,267	243,769	2023-12-31
Geode Capital Management, LLC	2.365%	1.740%	5,433,902	92,956	2023-12-31
Franklin Resources Inc	2.202%	-1.306%	5,059,404	-66,969	2023-12-31
Amvescap Plc.	1.930%	-17.570%	4,433,900	-945,104	2023-12-31
T. Rowe Price Associates, Inc.	1.828%	-54.546%	4,198,844	-5,038,622	2023-12-31
Morgan Stanley - Brokerage Accounts	1.385%	29.070%	3,182,918	716,882	2023-12-31
FMR Inc	1.362%	1.356%	3,128,523	41,853	2023-12-31
Magellan Asset Management Limited	1.310%	-9.131%	3,009,380	-302,387	2023-12-31
Federated Hermes Inc	1.281%	41.328%	2,942,415	860,433	2023-12-31
American Century Companies Inc	1.269%	9.143%	2,915,101	244,188	2023-12-31
Northern Trust Corp	1.260%	-2.111%	2,895,705	-62,431	2023-12-31
Bank of New York Mellon Corp	1.226%	10.494%	2,816,035	267,437	2023-12-31
Capital Research & Mgmt Co - Division 3	1.214%	-35.898%	2,787,742	-1,561,179	2023-09-30
Citadel Advisors Llc	1.210%	1,433.430%	2,780,039	2,598,744	2023-09-30
Bluescape Energy Partners LLC	1.157%	0.000%	2,657,473	0	2023-12-31
Zimmer Partners LP	1.151%	52.697%	2,643,162	912,179	2023-09-30
ExodusPoint Capital Management, LP	1.126%	99.002%	2,587,878	1,287,448	2023-12-31
Mitsubishi UFJ Trust & Banking Corp	1.111%	16.762%	2,552,305	366,391	2023-12-31
Legal & General Group PLC	1.019%	14.757%	2,342,141	301,180	2023-12-31
Cohen & Steers Inc	0.996%	-1.766%	2,288,052	-41,125	2023-06-30
Manning & Napier Group, LLC	0.951%	76.597%	2,183,788	947,196	2023-12-31
Pictet Asset Manangement SA	0.916%	0.000%	2,104,130	2,104,130	2023-09-30
First Trust Advisors L.P.	0.912%	1.458%	2,095,851	30,118	2023-12-31
Duff & Phelps Inv Mgmt Co (IL)	0.877%	3.679%	2,013,037	71,424	2022-09-30
JPMorgan Chase & Co	0.862%	-29.797%	1,978,615	-839,815	2022-12-31
Millennium Management LLC	0.858%	-37.445%	1,970,544	-1,179,538	2023-03-31
Massachusetts Financial Services Company	0.808%	0.716%	1,854,863	13,189	2023-06-30
Deutsche Bank AG	0.781%	377.824%	1,793,975	1,418,528	2022-12-31
Ameriprise Financial Inc	0.737%	-13.081%	1,692,217	-254,662	2022-06-30
Epoch Investment Partners Inc	0.721%	-2.148%	1,655,930	-36,349	2022-12-31

Mutual Fund Ownership

Vanguard Total Stock Mkt Idx Inv is the biggest individual fund holder of Evergy Inc. Common Stock (EVRG), owning a total of 7.2 million shares. Combined, the top 40 mutual fund holders of EVRG own 47.25% of the company with a total of 108.5 million shares.

In the latest ownership report on March 31st 2024, the top 40 fund holders increased their combined ownership of EVRG by 2.4 million shares. 7 funds bought 5,061,026 total additional shares and increased their ownership by an average of 0.67%. However 5 funds sold 2,677,426 total shares and decreased their ownership by an average of 10.62%.

Overall this is a positive sign as the number of shares owned by the top 20 mutual funds holding Evergy Inc. Common Stock increased by a net total of 2,383,600 in the latest report.

Mutual Funds Chart

Latest Mutual Fund Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Vanguard Total Stock Mkt Idx Inv	3.139%	0.312%	7,212,693	22,425	2024-03-31
Vanguard Institutional 500 Index Trust	2.520%	1.030%	5,789,400	59,013	2024-03-31
Franklin Utilities A1	1.806%	0.000%	4,150,000	0	2024-03-31
SPDR® S&P Dividend ETF	1.436%	1.377%	3,298,708	44,790	2024-03-31
Vanguard Small Cap Index	1.275%	0.000%	2,929,250	2,929,250	2024-03-31
Utilities Select Sector SPDR® ETF	1.263%	-0.294%	2,902,191	-8,547	2024-03-31
SPDR® S&P 500 ETF Trust	1.210%	-0.767%	2,779,019	-21,488	2024-03-31
Federated Hermes Strategic Value Div IS	1.208%	0.000%	2,775,800	0	2024-03-31
Vanguard Mid Cap Index Institutional	1.085%	-51.432%	2,491,688	-2,638,653	2024-03-31
Vanguard Small Cap Value Index Inv	0.857%	0.000%	1,969,812	1,969,812	2024-03-31
American Century Mid Cap Value Inv	0.803%	0.978%	1,845,640	17,868	2024-03-31
American Century U.S. Mid Cap Value	0.803%	0.978%	1,845,640	17,868	2024-03-31
Vanguard Institutional Index I	0.656%	-0.357%	1,507,269	-5,399	2024-03-31
Vanguard Utilities ETF	0.604%	-0.240%	1,388,344	-3,339	2024-03-31

Top Mutual Funds

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Vanguard Total Stock Mkt Idx Inv	3.139%	0.312%	7,212,693	22,425	2024-03-31
Vanguard Instl Ttl Stck Mkt Idx Tr	3.091%	1.802%	7,099,992	125,702	2023-03-31
Vanguard Institutional 500 Index Trust	2.520%	1.030%	5,789,400	59,013	2024-03-31
Vanguard 500 Index Investor	2.406%	0.492%	5,526,009	27,028	2023-08-31
Franklin Utilities Fund A1	1.806%	0.000%	4,150,000	0	2024-02-29
Franklin Utilities A1	1.806%	0.000%	4,150,000	0	2024-03-31
Capital Group Fundamental Invtrs Comp	1.691%	0.000%	3,881,771	0	2022-09-30
American Funds Fundamental Invs A	1.691%	0.000%	3,881,771	0	2022-09-30
SPDR® S&P Dividend ETF	1.436%	1.377%	3,298,708	44,790	2024-03-31
Vanguard Small Cap Index	1.275%	0.000%	2,929,250	2,929,250	2024-03-31
Utilities Select Sector SPDR® ETF	1.263%	-0.294%	2,902,191	-8,547	2024-03-31
SPDR® S&P 500 ETF Trust	1.210%	-0.767%	2,779,019	-21,488	2024-03-31
Federated Hermes Strategic Value Div IS	1.208%	0.000%	2,775,800	0	2024-03-31
Federated Hermes Strategic Val Dividend	1.208%	41.648%	2,775,800	816,150	2023-12-31
Fidelity 500 Index	1.199%	1.016%	2,755,139	27,714	2024-02-29
Fidelity® 500 Index	1.165%	0.641%	2,676,677	17,036	2023-11-30
American Funds American Mutual A	1.102%	0.000%	2,530,000	0	2023-03-31
Capital Group American Mutual Comp	1.102%	0.000%	2,530,000	0	2023-03-31
Vanguard Mid Cap Index Institutional	1.085%	-51.432%	2,491,688	-2,638,653	2024-03-31
iShares Core S&P 500 ETF	1.037%	0.742%	2,381,512	17,536	2024-03-28
Vanguard Equity-Income Inv	0.908%	297.758%	2,086,192	1,561,704	2023-12-31
T. Rowe Price Mid-Cap Value	0.896%	-0.261%	2,058,240	-5,379	2023-12-31
T. Rowe Price US Mid-Cap Value Equity	0.896%	-0.261%	2,058,240	-5,379	2023-12-31
Invesco S&P 500® Equal Weight ETF	0.895%	0.250%	2,056,292	5,120	2024-03-28
Vanguard Small Cap Value Index Inv	0.857%	0.000%	1,969,812	1,969,812	2024-03-31
Vanguard Value Index Inv	0.835%	0.344%	1,919,132	6,578	2024-02-29
American Century Mid Cap Value Inv	0.803%	0.978%	1,845,640	17,868	2024-03-31
American Century U.S. Mid Cap Value	0.803%	0.978%	1,845,640	17,868	2024-03-31
SPDR® Portfolio S&P 500 High Div ETF	0.739%	-0.117%	1,698,225	-1,996	2024-03-28
Vanguard Mid-Cap Value ETF	0.738%	-2.777%	1,695,303	-48,423	2024-02-29
Invesco S&P 500® Low Volatility ETF	0.729%	0.936%	1,673,782	15,527	2023-04-30
DNP Select Income	0.679%	0.000%	1,559,691	0	2022-07-29
Capital Group Wash Mutual Invtrs Comp	0.674%	0.000%	1,548,957	0	2023-06-30
American Funds Washington Mutual A	0.674%	0.000%	1,548,957	0	2023-06-30
Vanguard Institutional Index I	0.656%	-0.357%	1,507,269	-5,399	2024-03-31
T. Rowe Price Value	0.617%	-12.896%	1,416,263	-209,676	2023-09-30
T. Rowe Price US Value Equity Composite	0.617%	-12.896%	1,416,263	-209,676	2023-09-30
Fidelity® Series Value Discovery	0.613%	6.834%	1,406,900	90,000	2023-02-28
Vanguard Utilities ETF	0.604%	-0.240%	1,388,344	-3,339	2024-03-31
American Funds Capital Income Bldr A	0.581%	-64.468%	1,332,665	-2,417,903	2022-12-31