Evergy Ownership | Who Owns Evergy?
Evergy Ownership Summary
Evergy is owned by 44.36% institutional investors, 0.44% insiders, and 55.20% retail investors. Vanguard group is the largest institutional shareholder, holding 13.32% of EVRG shares. Vanguard Total Stock Mkt Idx Inv is the top mutual fund, with 3.01% of its assets in Evergy shares.
EVRG Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Evergy | 44.36% | 0.44% | 55.20% |
| Sector | Utilities Stocks | 49.95% | 8.87% | 41.18% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Vanguard group | 30.67M | 13.32% | $1.89B |
| Blackrock funding, inc. /de | 17.43M | 7.57% | $1.07B |
| State street | 16.74M | 7.27% | $1.03B |
| Blackrock | 16.39M | 7.12% | $868.39M |
| Invesco | 6.77M | 2.94% | $416.83M |
| Franklin resources | 5.66M | 2.46% | $348.43M |
| Geode capital management | 5.64M | 2.45% | $346.06M |
| Fmr | 4.25M | 1.84% | $261.35M |
| Millennium management | 4.03M | 1.75% | $247.86M |
| Morgan stanley | 3.73M | 1.62% | $197.44M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Bluescape energy partners | 2.66M | 38.88% | $163.57M |
| Teilinger capital | 650.00K | 7.02% | $40.01M |
| Zimmer partners, lp | 3.71M | 3.93% | $228.31M |
| Keene & associates | 64.24K | 3.17% | $3.95M |
| Rnc capital management | 694.16K | 2.28% | $42.73M |
| Aventail capital group, lp | 651.22K | 2.06% | $40.08M |
| Old republic | 830.25K | 2.01% | $51.10M |
| Greenland capital management lp | 183.54K | 1.80% | $11.30M |
| Dc investments management | 41.62K | 1.67% | $2.56M |
| Thompson siegel & walmsley | 1.71M | 1.64% | $105.52M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Fmr | 4.25M | 0.02% | 2.24M |
| Exoduspoint capital management, lp | 2.31M | 0.98% | 1.44M |
| Ubs group | 2.80M | 0.03% | 1.21M |
| Brandes investment partners, lp | 904.18K | 0.62% | 904.18K |
| Groupama asset managment | 880.77K | 0.06% | 854.21K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Pathway financial advisers | 42.87K | 0.88% | -2.50M |
| Cohen & steers | 1.33M | 0.15% | -1.10M |
| Arrowstreet capital, limited partnership | - | - | -773.99K |
| Wells fargo & company/mn | 300.72K | 0.00% | -766.37K |
| Bnp paribas arbitrage, snc | 262.44K | 0.01% | -682.71K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Brandes investment partners, lp | 904.18K | 0.62% | 904.18K | $55.65M |
| Aventail capital group, lp | 651.22K | 2.06% | 651.22K | $40.08M |
| Raymond james financial | 527.84K | 0.01% | 527.84K | $32.49M |
| Susquehanna fundamental investments | 218.33K | 0.19% | 218.33K | $13.44M |
| Bnp paribas asset management | 123.05K | 0.02% | 123.05K | $7.57M |
Sold Out
| Holder | Change |
|---|---|
| Hallmark capital management | -1.00 |
| Westend advisors | -3.00 |
| Harbor investment advisory | -3.00 |
| Castleview partners | -4.00 |
| Clear point advisors | -8.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Dec 31, 2024 | 484 | -33.15% | 102,151,613 | -49.28% | 44 | 0.58% | 239 | -28.87% | 136 | -42.86% |
| Sep 30, 2024 | 717 | 1.85% | 201,284,731 | 2.85% | 87 | 1.21% | 333 | -4.03% | 235 | 4.44% |
| Jun 30, 2024 | 694 | -0.29% | 194,827,778 | -0.36% | 84 | 1.17% | 339 | 6.94% | 225 | -10.36% |
| Mar 31, 2024 | 696 | -1.14% | 195,529,228 | -2.46% | 84 | 1.12% | 317 | -14.78% | 251 | 10.57% |
| Dec 31, 2023 | 704 | 6.99% | 200,467,767 | 4.64% | 87 | 1.26% | 372 | 15.89% | 227 | 5.09% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Vanguard Total Stock Mkt Idx Inv | 6.93M | 3.01% | 44.93K |
| Vanguard US Total Market Shares ETF | 6.93M | 3.01% | 4.33K |
| Vanguard Institutional 500 Index Trust | 6.38M | 2.77% | 46.45K |
| Franklin Utilities A1 | 4.25M | 1.85% | - |
| Franklin Utilities Fund A1 | 4.25M | 1.85% | - |
| The Utilities Select Sector SPDR® ETF | 3.39M | 1.47% | 18.75K |
| Federated Hermes Strategic Val Dividend | 3.21M | 1.40% | - |
| Federated Hermes Strategic Value Div IS | 3.21M | 1.40% | - |
| Fidelity 500 Index | 2.88M | 1.25% | 12.82K |
| SPDR® S&P 500 ETF | 2.85M | 1.24% | -41.85K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Nov 27, 2024 | KING CHARLES L | SVP & CHIEF TECHNOLOGY OFFICER | Sell | $150.01K |
| Nov 13, 2024 | Bryant Kevin E. | EVP - CORPORATE INITIATIVES | Sell | $3.03M |
| Sep 03, 2024 | Caisley Charles A. | SVP - PA & CHIEF CO | Sell | $550.75K |
| Aug 27, 2024 | Humphrey Heather A | SVP - GEN COUNSEL, CORP SEC | Sell | $196.81K |
| Aug 21, 2024 | Lawrence Sandra AJ | - | Sell | $58.35K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2025 Q2 | - | - |
| 2025 Q1 | - | - |
| 2024 Q4 | - | 2 |
| 2024 Q3 | - | 6 |
| 2024 Q2 | - | - |
EVRG Ownership FAQ
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