Evergy Ownership | Who Owns Evergy?
Evergy Ownership Summary
Evergy is owned by 87.40% institutional investors, 0.21% insiders, and 12.39% retail investors. Vanguard group is the largest institutional shareholder, holding 13.16% of EVRG shares. Vanguard Total Stock Mkt Idx Inv is the top mutual fund, with 2.99% of its assets in Evergy shares.
EVRG Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Evergy | 87.40% | 0.21% | 12.39% |
| Sector | Utilities Stocks | 61.10% | 5.42% | 33.48% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Vanguard group | 30.29M | 13.16% | $1.60B |
| State street | 16.45M | 7.15% | $871.58M |
| Blackrock | 16.39M | 7.12% | $868.39M |
| Zimmer partners, lp | 5.85M | 2.54% | $309.92M |
| Geode capital management | 5.81M | 2.53% | $307.17M |
| Invesco | 5.72M | 2.49% | $303.12M |
| Franklin resources | 5.24M | 2.28% | $277.78M |
| Morgan stanley | 3.73M | 1.62% | $197.44M |
| Millennium management | 3.68M | 1.60% | $195.09M |
| Federated hermes | 3.49M | 1.52% | $184.90M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Bluescape energy partners | 2.66M | 33.60% | $140.77M |
| Teilinger capital | 390.00K | 9.00% | $20.66M |
| Zimmer partners, lp | 5.85M | 5.71% | $309.92M |
| Decade renewable partners lp | 213.53K | 5.52% | $11.31M |
| Covalis capital llp | 458.20K | 3.30% | $24.27M |
| Keene & associates | 64.31K | 2.78% | $3.41M |
| Greenland capital management lp | 282.94K | 2.21% | $14.99M |
| Rnc capital management | 739.16K | 2.17% | $39.15M |
| Hite hedge asset management | 389.42K | 2.02% | $20.63M |
| Old republic | 830.25K | 1.79% | $43.98M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Zimmer partners, lp | 5.85M | 5.71% | 3.52M |
| Millennium management | 3.68M | 0.09% | 1.03M |
| Los angeles capital management | 944.75K | 0.18% | 944.75K |
| Wells fargo & company/mn | 1.04M | 0.01% | 833.89K |
| Aqr capital management | 1.19M | 0.10% | 711.78K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Pathway financial advisers | 42.87K | 0.88% | -2.50M |
| Point72 asset management | 2.26M | 0.31% | -1.49M |
| Price t rowe associates inc /md/ | 419.40K | 0.00% | -1.22M |
| Fmr | 866.28K | 0.00% | -1.15M |
| Vanguard group | 30.29M | 0.03% | -760.71K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Cbre investment management listed real assets | 540.78K | 0.52% | 540.78K | $28.65M |
| Covalis capital llp | 458.20K | 3.30% | 458.20K | $24.27M |
| Arrowmark colorado | 210.00K | 0.13% | 210.00K | $11.12M |
| Brandywine global investment management | 136.35K | 0.05% | 136.35K | $7.22M |
| Nfj investment group | 133.79K | 0.22% | 133.79K | $7.09M |
Sold Out
| Holder | Change |
|---|---|
| Westend advisors | -3.00 |
| Harbor investment advisory | -3.00 |
| Castleview partners | -4.00 |
| Johnson financial group | -7.00 |
| Wetzel investment advisors | -9.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| 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% |
| Sep 30, 2023 | 658 | -0.90% | 191,580,149 | 0.87% | 83 | 1.22% | 321 | 6.29% | 216 | -4.85% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Vanguard Total Stock Mkt Idx Inv | 6.88M | 2.99% | 4.06K |
| Vanguard Institutional 500 Index Trust | 6.23M | 2.71% | 45.22K |
| Franklin Utilities A1 | 4.25M | 1.85% | - |
| Franklin Utilities Fund A1 | 4.25M | 1.85% | - |
| The Utilities Select Sector SPDR® ETF | 3.25M | 1.41% | 1.50K |
| Federated Hermes Strategic Val Dividend | 3.21M | 1.40% | -70.00K |
| Federated Hermes Strategic Value Div IS | 3.21M | 1.40% | -70.00K |
| SPDR® S&P 500® ETF Trust | 2.89M | 1.25% | 21.60K |
| Fidelity 500 Index | 2.84M | 1.24% | 19.34K |
| SPDR® S&P Dividend ETF | 2.80M | 1.22% | 920.00 |
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 |
|---|---|---|
| 2024 Q4 | - | 2 |
| 2024 Q3 | - | 6 |
| 2024 Q2 | - | - |
| 2024 Q1 | - | - |
| 2023 Q4 | - | - |
EVRG Ownership FAQ
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