Evergy Ownership 2024 | Who Owns Evergy Now?
Institutional Ownership
84.61%
Insider Ownership
0.22%
Retail Ownership
15.17%
Institutional Holders
682.00
Evergy Institutional Shareholders
Institutional Shareholders by % of Total Shares
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| VANGUARD GROUP INC | 13.16% | 0.03% | 30,285,614 | -760,714 | -2.45% | 1,604,228,973 | Jun 30, 2024 |
| STATE STREET CORP | 7.15% | 0.04% | 16,454,263 | -565,666 | -3.32% | 871,582,311,000 | Jun 30, 2024 |
| BLACKROCK INC. | 7.12% | 0.02% | 16,394,057 | 433,087 | 2.71% | 868,393,196 | Jun 30, 2024 |
| ZIMMER PARTNERS, LP | 2.54% | 5.71% | 5,850,925 | 3,524,540 | 151.50% | 309,923,497 | Jun 30, 2024 |
| GEODE CAPITAL MANAGEMENT, LLC | 2.53% | 0.03% | 5,813,573 | 140,428 | 2.48% | 307,169,817 | Jun 30, 2024 |
| INVESCO LTD. | 2.49% | 0.06% | 5,722,535 | 240,183 | 4.38% | 303,122,678 | Jun 30, 2024 |
| FRANKLIN RESOURCES INC | 2.28% | 0.09% | 5,244,100 | 141,733 | 2.78% | 277,779,978 | Jun 30, 2024 |
| MORGAN STANLEY | 1.62% | 0.02% | 3,727,329 | 431,715 | 13.10% | 197,436,708 | Jun 30, 2024 |
| MILLENNIUM MANAGEMENT LLC | 1.60% | 0.09% | 3,683,000 | 1,026,374 | 38.63% | 195,088,510 | Jun 30, 2024 |
| FEDERATED HERMES, INC. | 1.52% | 0.44% | 3,490,674 | 552,455 | 18.80% | 184,901,001,000 | Jun 30, 2024 |
| AMERICAN CENTURY COMPANIES INC | 1.47% | 0.11% | 3,394,957 | 3,513 | 0.10% | 179,830,922 | Jun 30, 2024 |
| BANK OF NEW YORK MELLON CORP | 1.21% | 0.03% | 2,779,801 | -19,815 | -0.71% | 147,246,082 | Jun 30, 2024 |
| BLUESCAPE ENERGY PARTNERS LLC | 1.15% | 33.60% | 2,657,473 | - | - | 140,766,345 | Jun 30, 2024 |
| MITSUBISHI UFJ TRUST & BANKING CORP | 1.10% | 0.32% | 2,532,351 | -154,190 | -5.74% | 134,138,632 | Jun 30, 2024 |
| POINT72 ASSET MANAGEMENT, L.P. | 0.98% | 0.31% | 2,264,812 | -1,488,888 | -39.66% | 119,967,094 | Jun 30, 2024 |
| NORTHERN TRUST CORP | 0.98% | 0.02% | 2,253,444 | -554,779 | -19.76% | 119,364,929,000 | Jun 30, 2024 |
| MANNING & NAPIER ADVISORS LLC | 0.92% | 1.27% | 2,123,156 | 2,123,156 | 100.00% | 112,463,573 | Jun 30, 2024 |
| LEGAL & GENERAL GROUP PLC | 0.91% | 0.03% | 2,104,974 | -157,477 | -6.96% | 111,500,470 | Jun 30, 2024 |
| THOMPSON SIEGEL & WALMSLEY LLC | 0.87% | 1.70% | 1,998,418 | -3,523 | -0.18% | 105,856,000 | Jun 30, 2024 |
| EXODUSPOINT CAPITAL MANAGEMENT, LP | 0.81% | 0.68% | 1,869,292 | 140,664 | 8.14% | 99,016,000 | Jun 30, 2024 |
Evergy's largest institutional shareholder is VANGUARD GROUP INC, holding 13.16% of the company's total share outstanding, currently valued at $1.60B. The top 10 institutional shareholders own together 41.99% of the company.
Institutional Shareholders by % of Total Assets
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| BLUESCAPE ENERGY PARTNERS LLC | 1.15% | 33.60% | 2,657,473 | - | - | 140,766,345 | Jun 30, 2024 |
| TEILINGER CAPITAL LTD. | 0.17% | 9.00% | 390,000 | 96,000 | 32.65% | 20,658,300 | Jun 30, 2024 |
| ZIMMER PARTNERS, LP | 2.54% | 5.71% | 5,850,925 | 3,524,540 | 151.50% | 309,923,497 | Jun 30, 2024 |
| DECADE RENEWABLE PARTNERS LP | 0.09% | 5.52% | 213,526 | 82,257 | 62.66% | 11,310,472 | Jun 30, 2024 |
| COVALIS CAPITAL LLP | 0.20% | 3.30% | 458,197 | 458,197 | 100.00% | 24,270,695 | Jun 30, 2024 |
| KEENE & ASSOCIATES, INC. | 0.03% | 2.78% | 64,308 | -627 | -0.97% | 3,406,395 | Jun 30, 2024 |
| GREENLAND CAPITAL MANAGEMENT LP | 0.12% | 2.21% | 282,940 | -70,460 | -19.94% | 14,987,332 | Jun 30, 2024 |
| RNC CAPITAL MANAGEMENT LLC | 0.32% | 2.17% | 739,161 | 36,272 | 5.16% | 39,153,378 | Jun 30, 2024 |
| HITE HEDGE ASSET MANAGEMENT LLC | 0.17% | 2.02% | 389,415 | -24,690 | -5.96% | 20,627,313 | Jun 30, 2024 |
| KEMPNER CAPITAL MANAGEMENT INC. | 0.03% | 1.80% | 64,067 | - | - | 3,394,000 | Jun 30, 2024 |
| OLD REPUBLIC INTERNATIONAL CORP | 0.36% | 1.79% | 830,246 | - | - | 43,978,000 | Jun 30, 2024 |
| THOMPSON SIEGEL & WALMSLEY LLC | 0.87% | 1.70% | 1,998,418 | -3,523 | -0.18% | 105,856,000 | Jun 30, 2024 |
| YAUPON CAPITAL MANAGEMENT LP | 0.23% | 1.42% | 528,470 | -45,240 | -7.89% | 27,993,056 | Jun 30, 2024 |
| DC INVESTMENTS MANAGEMENT, LLC | 0.01% | 1.32% | 29,492 | - | - | 1,562,191 | Jun 30, 2024 |
| COMMUNITY BANK OF RAYMORE | 0.01% | 1.30% | 31,551 | -8,709 | -21.63% | 1,671,256 | Jun 30, 2024 |
| MANNING & NAPIER ADVISORS LLC | 0.92% | 1.27% | 2,123,156 | 2,123,156 | 100.00% | 112,463,573 | Jun 30, 2024 |
| ADVOCATE GROUP LLC | 0.05% | 1.22% | 114,669 | 2,422 | 2.16% | 6,074,017 | Jun 30, 2024 |
| ENERGY INCOME PARTNERS, LLC | 0.44% | 1.20% | 1,015,588 | -91,855 | -8.29% | 53,795,696 | Jun 30, 2024 |
| GW HENSSLER & ASSOCIATES LTD | 0.16% | 1.14% | 358,802 | 10,524 | 3.02% | 19,005,738 | Jun 30, 2024 |
| DUFF & PHELPS INVESTMENT MANAGEMENT CO | 0.68% | 1.06% | 1,566,286 | 197,930 | 14.46% | 82,966,169 | Jun 30, 2024 |
The largest Evergy shareholder by % of total assets is BLUESCAPE ENERGY PARTNERS LLC. The company owns 2.66M shares of Evergy (EVRG), representing 33.60% of its total assets.
Institutional Buyers
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| ZIMMER PARTNERS, LP | 2.54% | 5.71% | 5,850,925 | 3,524,540 | 151.50% | 309,923,497 | Jun 30, 2024 |
| MANNING & NAPIER ADVISORS LLC | 0.92% | 1.27% | 2,123,156 | 2,123,156 | 100.00% | 112,463,573 | Jun 30, 2024 |
| MILLENNIUM MANAGEMENT LLC | 1.60% | 0.09% | 3,683,000 | 1,026,374 | 38.63% | 195,088,510 | Jun 30, 2024 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | 0.41% | 0.18% | 944,755 | 944,755 | 100.00% | 50,043,672 | Jun 30, 2024 |
| WELLS FARGO & COMPANY/MN | 0.45% | 0.01% | 1,036,093 | 833,886 | 412.39% | 54,881,820 | Jun 30, 2024 |
| JENNISON ASSOCIATES LLC | 0.64% | 0.05% | 1,477,681 | 774,683 | 110.20% | 78,272,763 | Jun 30, 2024 |
| AQR CAPITAL MANAGEMENT LLC | 0.52% | 0.10% | 1,193,382 | 711,785 | 147.80% | 63,213,438 | Jun 30, 2024 |
| FEDERATED HERMES, INC. | 1.52% | 0.44% | 3,490,674 | 552,455 | 18.80% | 184,901,001,000 | Jun 30, 2024 |
| CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC | 0.23% | 0.52% | 540,785 | 540,785 | 100.00% | 28,645,381 | Jun 30, 2024 |
| MARSHALL WACE, LLP | 0.23% | 0.04% | 526,995 | 526,995 | 100.00% | 27,914,925 | Jun 30, 2024 |
| COVALIS CAPITAL LLP | 0.20% | 3.30% | 458,197 | 458,197 | 100.00% | 24,270,695 | Jun 30, 2024 |
| BLACKROCK INC. | 7.12% | 0.02% | 16,394,057 | 433,087 | 2.71% | 868,393,196 | Jun 30, 2024 |
| MORGAN STANLEY | 1.62% | 0.02% | 3,727,329 | 431,715 | 13.10% | 197,436,708 | Jun 30, 2024 |
| VICTORY CAPITAL MANAGEMENT INC | 0.51% | 0.06% | 1,178,289 | 388,625 | 49.21% | 62,413,969 | Jun 30, 2024 |
| INVESCO LTD. | 2.49% | 0.06% | 5,722,535 | 240,183 | 4.38% | 303,122,678 | Jun 30, 2024 |
| ARROWMARK COLORADO HOLDINGS LLC | 0.09% | 0.13% | 210,000 | 210,000 | 100.00% | 11,123,700 | Jun 30, 2024 |
| UBS GROUP AG | 0.56% | 0.02% | 1,293,745 | 198,106 | 18.08% | 68,529,673 | Jun 30, 2024 |
| DUFF & PHELPS INVESTMENT MANAGEMENT CO | 0.68% | 1.06% | 1,566,286 | 197,930 | 14.46% | 82,966,169 | Jun 30, 2024 |
| BALYASNY ASSET MANAGEMENT L.P. | 0.60% | 0.13% | 1,379,325 | 197,629 | 16.72% | 73,062,845 | Jun 30, 2024 |
| UBS ASSET MANAGEMENT AMERICAS INC | 0.42% | 0.01% | 974,117 | 160,321 | 19.70% | 51,598,977 | Jun 30, 2024 |
As of Jun 30 2024, Evergy's largest institutional buyer is ZIMMER PARTNERS, LP. The company purchased 3.52M stocks of EVRG, valued at $309.92M.
Institutional Sellers
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| POINT72 ASSET MANAGEMENT, L.P. | 0.98% | 0.31% | 2,264,812 | -1,488,888 | -39.66% | 119,967,094 | Jun 30, 2024 |
| PRICE T ROWE ASSOCIATES INC /MD/ | 0.18% | 0.00% | 419,398 | -1,215,776 | -74.35% | 22,216,000 | Jun 30, 2024 |
| FMR LLC | 0.38% | 0.00% | 866,276 | -1,153,809 | -57.12% | 45,886,600 | Jun 30, 2024 |
| VANGUARD GROUP INC | 13.16% | 0.03% | 30,285,614 | -760,714 | -2.45% | 1,604,228,973 | Jun 30, 2024 |
| ASSENAGON ASSET MANAGEMENT S.A. | 0.01% | 0.00% | 26,589 | -744,433 | -96.55% | 1,408,419 | Jun 30, 2024 |
| PORTMAN SQUARE CAPITAL LLP | - | - | - | -640,000 | -100.00% | - | Jun 30, 2024 |
| MACQUARIE GROUP LTD | 0.08% | 0.01% | 187,826 | -629,816 | -77.03% | 9,949,143 | Jun 30, 2024 |
| SCHONFELD STRATEGIC ADVISORS LLC | 0.03% | 0.02% | 59,890 | -626,749 | -91.28% | 3,172,372 | Jun 30, 2024 |
| STATE STREET CORP | 7.15% | 0.04% | 16,454,263 | -565,666 | -3.32% | 871,582,311,000 | Jun 30, 2024 |
| NORTHERN TRUST CORP | 0.98% | 0.02% | 2,253,444 | -554,779 | -19.76% | 119,364,929,000 | Jun 30, 2024 |
| BANK OF AMERICA CORP /DE/ | 0.58% | 0.01% | 1,324,831 | -500,920 | -27.44% | 70,176,280 | Jun 30, 2024 |
| FIRST TRUST ADVISORS LP | 0.65% | 0.08% | 1,507,262 | -482,762 | -24.26% | 79,839,670 | Jun 30, 2024 |
| APG ASSET MANAGEMENT N.V. | 0.26% | 0.05% | 590,618 | -413,974 | -41.21% | 29,190,609 | Jun 30, 2024 |
| D. E. SHAW & CO., INC. | 0.03% | 0.00% | 79,776 | -410,225 | -83.72% | 4,225,735 | Jun 30, 2024 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 0.38% | 0.01% | 869,155 | -369,340 | -29.82% | 46,039,140 | Jun 30, 2024 |
| TWO SIGMA INVESTMENTS, LP | 0.65% | 0.18% | 1,484,765 | -360,499 | -19.54% | 78,648,002 | Jun 30, 2024 |
| AVENTAIL CAPITAL GROUP, LP | - | - | - | -335,050 | -100.00% | - | Jun 30, 2024 |
| TUDOR INVESTMENT CORP ET AL | 0.03% | 0.02% | 69,231 | -277,751 | -80.05% | 3,667,166 | Jun 30, 2024 |
| HSBC HOLDINGS PLC | 0.37% | 0.03% | 840,523 | -277,443 | -24.82% | 44,636,318 | Jun 30, 2024 |
| NATIONAL BANK OF CANADA /FI/ | 0.17% | 0.03% | 379,891 | -272,510 | -41.77% | 20,024,070 | Jun 30, 2024 |
As of Jun 30 2024, Evergy's biggest institutional seller is POINT72 ASSET MANAGEMENT, L.P.. The company sold -1.49M shares of EVRG, valued at $119.97M.
Institutional New positions
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| MANNING & NAPIER ADVISORS LLC | 0.92% | 1.27% | 2,123,156 | 2,123,156 | 100.00% | 112,463,573 | Jun 30, 2024 |
| CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC | 0.23% | 0.52% | 540,785 | 540,785 | 100.00% | 28,645,381 | Jun 30, 2024 |
| MARSHALL WACE, LLP | 0.23% | 0.04% | 526,995 | 526,995 | 100.00% | 27,914,925 | Jun 30, 2024 |
| COVALIS CAPITAL LLP | 0.20% | 3.30% | 458,197 | 458,197 | 100.00% | 24,270,695 | Jun 30, 2024 |
| ARROWMARK COLORADO HOLDINGS LLC | 0.09% | 0.13% | 210,000 | 210,000 | 100.00% | 11,123,700 | Jun 30, 2024 |
| BRANDYWINE GLOBAL INVESTMENT MANAGEMENT, LLC | 0.06% | 0.05% | 136,351 | 136,351 | 100.00% | 7,222,512 | Jun 30, 2024 |
| NFJ INVESTMENT GROUP, LLC | 0.06% | 0.22% | 133,787 | 133,787 | 100.00% | 7,086,697 | Jun 30, 2024 |
| BTG PACTUAL ASSET MANAGEMENT US LLC | 0.06% | 1.02% | 130,162 | 130,162 | 100.00% | 6,894,681 | Jun 30, 2024 |
| CHURCHILL MANAGEMENT CORP | 0.05% | 0.07% | 108,755 | 108,755 | 100.00% | 5,760,752 | Jun 30, 2024 |
| AVANTAX ADVISORY SERVICES, INC. | 0.03% | 0.03% | 75,251 | 75,251 | 100.00% | 3,986,045 | Jun 30, 2024 |
| COREBRIDGE FINANCIAL, INC. | 0.03% | 0.02% | 58,692 | 58,692 | 100.00% | 3,108,915 | Jun 30, 2024 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 0.02% | 0.00% | 38,649 | 38,649 | 100.00% | 2,051,704 | Jun 30, 2024 |
| INSPIRE ADVISORS, LLC | 0.01% | 0.23% | 32,523 | 32,523 | 100.00% | 1,722,742 | Jun 30, 2024 |
| INCEPTIONR LLC | 0.01% | 0.40% | 26,925 | 26,925 | 100.00% | 1,426,217 | Jun 30, 2024 |
| INDEPENDENT ADVISOR ALLIANCE | 0.01% | 0.04% | 23,043 | 23,043 | 100.00% | 1,220,630 | Jun 30, 2024 |
| FRANK, RIMERMAN ADVISORS LLC | 0.01% | 0.08% | 22,498 | 22,498 | 100.00% | 1,191,719 | Jun 30, 2024 |
| EAGLE GLOBAL ADVISORS LLC | 0.01% | 0.05% | 17,808 | 17,808 | 100.00% | 943,290 | Jun 30, 2024 |
| MIZUHO SECURITIES USA LLC | 0.01% | 0.02% | 17,725 | 17,725 | 100.00% | 938,893 | Jun 30, 2024 |
| MBB PUBLIC MARKETS I LLC | 0.01% | 0.02% | 16,865 | 16,865 | 100.00% | 893,339 | Jun 30, 2024 |
| COPPELL ADVISORY SOLUTIONS LLC | 0.01% | 0.12% | 13,228 | 13,228 | 100.00% | 700,701 | Jun 30, 2024 |
| 0.00% | 0.03% | 10,827 | 10,827 | 100.00% | 573,614 | Jun 30, 2024 | |
| ALTFEST L J & CO INC | 0.00% | 0.07% | 9,501 | 9,501 | 100.00% | 503,000 | Jun 30, 2024 |
| CHOREO, LLC | 0.00% | 0.01% | 8,689 | 8,689 | 100.00% | 458,429 | Jun 30, 2024 |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 0.00% | 0.04% | 8,478 | 8,478 | 100.00% | 449,080 | Jun 30, 2024 |
| PALLAS CAPITAL ADVISORS LLC | 0.00% | 0.02% | 8,400 | 8,400 | 100.00% | 463,008 | Jun 30, 2024 |
| SIERRA SUMMIT ADVISORS LLC | 0.00% | 0.10% | 7,682 | 7,682 | 100.00% | 406,916 | Jun 30, 2024 |
| DARK FOREST CAPITAL MANAGEMENT LP | 0.00% | 0.07% | 6,986 | 6,986 | 100.00% | 370,048 | Jun 30, 2024 |
| PALOMA PARTNERS MANAGEMENT CO | 0.00% | 0.01% | 6,523 | 6,523 | 100.00% | 345,523 | Jun 30, 2024 |
| IFG ADVISORY, LLC | 0.00% | 0.02% | 6,263 | 6,263 | 100.00% | 331,798 | Jun 30, 2024 |
| VINVA INVESTMENT MANAGEMENT LTD | 0.00% | 0.02% | 5,707 | 5,707 | 100.00% | 303,898 | Jun 30, 2024 |
| PENSIONMARK FINANCIAL GROUP, LLC | 0.00% | 0.02% | 5,503 | 5,503 | 100.00% | 291,487 | Jun 30, 2024 |
| GENTRY PRIVATE WEALTH, LLC | 0.00% | 0.24% | 5,093 | 5,093 | 100.00% | 269,776 | Jun 30, 2024 |
| QUADCAP WEALTH MANAGEMENT, LLC | 0.00% | 0.04% | 4,635 | 4,635 | 100.00% | 245,518 | Jun 30, 2024 |
| MIDWESTONE FINANCIAL GROUP, INC. | 0.00% | 0.04% | 4,619 | 4,619 | 100.00% | 244,668 | Jun 30, 2024 |
| BUCKINGHAM STRATEGIC WEALTH, LLC | 0.00% | 0.00% | 4,365 | 4,365 | 100.00% | 231,203 | Jun 30, 2024 |
| ATRIA INVESTMENTS, INC | 0.00% | 0.00% | 4,243 | 4,243 | 100.00% | 224,738 | Jun 30, 2024 |
| PROBITY ADVISORS, INC. | 0.00% | 0.04% | 4,051 | 4,051 | 100.00% | 214,581 | Jun 30, 2024 |
| GOLDEN STATE EQUITY PARTNERS | 0.00% | 0.04% | 3,950 | 3,950 | 100.00% | 209,232 | Jun 30, 2024 |
| STATE OF WYOMING | 0.00% | 0.03% | 3,410 | 3,410 | 100.00% | 180,628 | Jun 30, 2024 |
| REDWOOD WEALTH MANAGEMENT GROUP, LLC | 0.00% | 0.10% | 2,433 | 2,433 | 100.00% | 128,876 | Jun 30, 2024 |
| Y.D. MORE INVESTMENTS LTD | 0.00% | 0.01% | 2,185 | 2,185 | 100.00% | 115,739 | Jun 30, 2024 |
| CREATIVE CAPITAL MANAGEMENT INVESTMENTS LLC | 0.00% | 0.04% | 1,501 | 1,501 | 100.00% | 79,508 | Jun 30, 2024 |
| JEFFERIES FINANCIAL GROUP INC. | 0.00% | 0.00% | 1,400 | 1,400 | 100.00% | 74,158 | Jun 30, 2024 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | 0.00% | 0.02% | 1,061 | 1,061 | 100.00% | 56,200 | Jun 30, 2024 |
| 0.00% | 0.02% | 732 | 732 | 100.00% | 38,774 | Jun 30, 2024 | |
| 0.00% | 0.02% | 492 | 492 | 100.00% | 26,947 | Jun 30, 2024 | |
| SWS PARTNERS | 0.00% | 0.01% | 440 | 440 | 100.00% | 23,336 | Jun 30, 2024 |
| AMERICAN NATIONAL BANK | 0.00% | 0.00% | 291 | 291 | 100.00% | 15,414 | Jun 30, 2024 |
| TRIAD WEALTH PARTNERS, LLC | 0.00% | 0.00% | 163 | 163 | 100.00% | 8,634 | Jun 30, 2024 |
| FLPUTNAM INVESTMENT MANAGEMENT CO | 0.00% | 0.00% | 134 | 134 | 100.00% | 7,098 | Jun 30, 2024 |
| GHP INVESTMENT ADVISORS, INC. | 0.00% | 0.00% | 130 | 130 | 100.00% | 6,887 | Jun 30, 2024 |
| ADDISON ADVISORS LLC | - | 0.00% | 106 | 106 | 100.00% | 5,615 | Jun 30, 2024 |
| TRANSCENDENT CAPITAL GROUP LLC | - | 0.00% | 62 | 62 | 100.00% | 3,284 | Jun 30, 2024 |
| RIDGEWOOD INVESTMENTS LLC | - | 0.00% | 49 | 49 | 100.00% | 2,596 | Jun 30, 2024 |
| ASHTON THOMAS PRIVATE WEALTH, LLC | - | 0.00% | 45 | 45 | 100.00% | 2,384 | Jun 30, 2024 |
| OPAL WEALTH ADVISORS, LLC | - | 0.00% | 18 | 18 | 100.00% | 954 | Jun 30, 2024 |
| FAIRWAY WEALTH LLC | - | 0.00% | 17 | 17 | 100.00% | 900 | Jun 30, 2024 |
| INNEALTA CAPITAL, LLC | - | 0.00% | 11 | 11 | 100.00% | 583 | Jun 30, 2024 |
| HARBOR INVESTMENT ADVISORY, LLC | - | - | 3 | 3 | 100.00% | 159 | Jun 30, 2024 |
| HALLMARK CAPITAL MANAGEMENT INC | - | - | 1 | 1 | 100.00% | 52 | Jun 30, 2024 |
Evergy's largest new institutional shareholder by number of shares is MANNING & NAPIER ADVISORS LLC, purchased 2.12M shares, valued at $112.46M, as of undefined.
Institutional Sold Out
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| PORTMAN SQUARE CAPITAL LLP | - | - | - | -640,000 | -100.00% | - | Jun 30, 2024 |
| AVENTAIL CAPITAL GROUP, LP | - | - | - | -335,050 | -100.00% | - | Jun 30, 2024 |
| SCOUT INVESTMENTS, INC. | - | - | - | -252,921 | -100.00% | - | Jun 30, 2024 |
| RENAISSANCE TECHNOLOGIES LLC | - | - | - | -227,202 | -100.00% | - | Jun 30, 2024 |
| HOLOCENE ADVISORS, LP | - | - | - | -209,388 | -100.00% | - | Jun 30, 2024 |
| NATIXIS | - | - | - | -180,541 | -100.00% | - | Jun 30, 2024 |
| OSSIAM | - | - | - | -150,400 | -100.00% | - | Jun 30, 2024 |
| QUANTBOT TECHNOLOGIES LP | - | - | - | -89,779 | -100.00% | - | Jun 30, 2024 |
| AMERICAN INTERNATIONAL GROUP, INC. | - | - | - | -60,019 | -100.00% | - | Jun 30, 2024 |
| TRILOGY CAPITAL INC. | - | - | - | -52,238 | -100.00% | - | Jun 30, 2024 |
| POINT72 (DIFC) LTD | - | - | - | -45,802 | -100.00% | - | Jun 30, 2024 |
| ATOM INVESTORS LP | - | - | - | -24,859 | -100.00% | - | Jun 30, 2024 |
| WINTON GROUP LTD | - | - | - | -22,432 | -100.00% | - | Jun 30, 2024 |
| BAYESIAN CAPITAL MANAGEMENT, LP | - | - | - | -16,900 | -100.00% | - | Jun 30, 2024 |
| PARADIGM ASSET MANAGEMENT CO LLC | - | - | - | -15,100 | -100.00% | - | Jun 30, 2024 |
| EQIS CAPITAL MANAGEMENT, INC. | - | - | - | -11,607 | -100.00% | - | Jun 30, 2024 |
| FORA CAPITAL, LLC | - | - | - | -10,830 | -100.00% | - | Jun 30, 2024 |
| METROPOLITAN LIFE INSURANCE CO/NY | - | - | - | -9,264 | -100.00% | - | Jun 30, 2024 |
| AGF MANAGEMENT LTD | - | - | - | -8,672 | -100.00% | - | Jun 30, 2024 |
| WESTPAC BANKING CORP | - | - | - | -8,520 | -100.00% | - | Jun 30, 2024 |
| PINEBRIDGE INVESTMENTS, L.P. | - | - | - | -8,390 | -100.00% | - | Jun 30, 2024 |
| TWINBEECH CAPITAL LP | - | - | - | -8,252 | -100.00% | - | Jun 30, 2024 |
| EVOKE WEALTH, LLC | - | - | - | -8,153 | -100.00% | - | Jun 30, 2024 |
| XTX TOPCO LTD | - | - | - | -7,798 | -100.00% | - | Jun 30, 2024 |
| KEYBANK NATIONAL ASSOCIATION/OH | - | - | - | -7,679 | -100.00% | - | Jun 30, 2024 |
| CONVERGENCE INVESTMENT PARTNERS, LLC | - | - | - | -6,999 | -100.00% | - | Jun 30, 2024 |
| WAVERLY ADVISORS, LLC | - | - | - | -6,928 | -100.00% | - | Jun 30, 2024 |
| LINCOLN NATIONAL CORP | - | - | - | -6,129 | -100.00% | - | Jun 30, 2024 |
| QUADRATURE CAPITAL LTD | - | - | - | -5,377 | -100.00% | - | Jun 30, 2024 |
| REGIONS FINANCIAL CORP | - | - | - | -5,246 | -100.00% | - | Jun 30, 2024 |
| CAPULA MANAGEMENT LTD | - | - | - | -5,074 | -100.00% | - | Jun 30, 2024 |
| SYSTEMATIC PORTFOLIOS LLC | - | - | - | -5,066 | -100.00% | - | Jun 30, 2024 |
| BNP PARIBAS ASSET MANAGEMENT HOLDING S.A. | - | - | - | -4,675 | -100.00% | - | Jun 30, 2024 |
| ROYAL FUND MANAGEMENT, LLC | - | - | - | -4,633 | -100.00% | - | Jun 30, 2024 |
| WOLVERINE TRADING, LLC | - | - | - | -4,111 | -100.00% | - | Jun 30, 2024 |
| CIBC WORLD MARKET INC. | - | - | - | -3,952 | -100.00% | - | Jun 30, 2024 |
| ALBERTA INVESTMENT MANAGEMENT CORP | - | - | - | -3,900 | -100.00% | - | Jun 30, 2024 |
| FIRST NATIONAL ADVISERS, LLC | - | - | - | -3,761 | -100.00% | - | Jun 30, 2024 |
| QUEST PARTNERS LLC | - | - | - | -1,941 | -100.00% | - | Jun 30, 2024 |
| BI ASSET MANAGEMENT FONDSMAEGLERSELSKAB A/S | - | - | - | -1,612 | -100.00% | - | Jun 30, 2024 |
| LGT FINANCIAL ADVISORS LLC | - | - | - | -1,064 | -100.00% | - | Jun 30, 2024 |
| ICA GROUP WEALTH MANAGEMENT, LLC | - | - | - | -1,000 | -100.00% | - | Jun 30, 2024 |
| MEEDER ASSET MANAGEMENT INC | - | - | - | -785 | -100.00% | - | Jun 30, 2024 |
| ROSENBERG MATTHEW HAMILTON | - | - | - | -666 | -100.00% | - | Jun 30, 2024 |
| FIDELIS CAPITAL PARTNERS, LLC | - | - | - | -597 | -100.00% | - | Jun 30, 2024 |
| TRUVESTMENTS CAPITAL LLC | - | - | - | -506 | -100.00% | - | Jun 30, 2024 |
| QUARRY LP | - | - | - | -215 | -100.00% | - | Jun 30, 2024 |
| BROWN BROTHERS HARRIMAN & CO | - | - | - | -140 | -100.00% | - | Jun 30, 2024 |
| NORTHWEST INVESTMENT COUNSELORS, LLC | - | - | - | -119 | -100.00% | - | Jun 30, 2024 |
| PRIVATE OCEAN, LLC | - | - | - | -96 | -100.00% | - | Jun 30, 2024 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | - | - | - | -89 | -100.00% | - | Jun 30, 2024 |
| FINANCIAL GRAVITY ASSET MANAGEMENT, INC. | - | - | - | -85 | -100.00% | - | Jun 30, 2024 |
| GABLES CAPITAL MANAGEMENT INC. | - | - | - | -75 | -100.00% | - | Jun 30, 2024 |
| OPEROSE ADVISORS LLC | - | - | - | -59 | -100.00% | - | Jun 30, 2024 |
| BEACON CAPITAL MANAGEMENT, LLC | - | - | - | -53 | -100.00% | - | Jun 30, 2024 |
| SALOMON & LUDWIN, LLC | - | - | - | -39 | -100.00% | - | Jun 30, 2024 |
| CORNERSTONE PLANNING GROUP LLC | - | - | - | -37 | -100.00% | - | Jun 30, 2024 |
| TOMPKINS FINANCIAL CORP | - | - | - | -21 | -100.00% | - | Jun 30, 2024 |
| FARMERS & MERCHANTS TRUST CO OF CHAMBERSBURG PA | - | - | - | -16 | -100.00% | - | Jun 30, 2024 |
| CREEKMUR ASSET MANAGEMENT LLC | - | - | - | -15 | -100.00% | - | Jun 30, 2024 |
| ARLINGTON TRUST CO LLC | - | - | - | -14 | -100.00% | - | Jun 30, 2024 |
| SACHETTA, LLC | - | - | - | -12 | -100.00% | - | Jun 30, 2024 |
| JOHNSON FINANCIAL GROUP, INC. | - | - | - | -7 | -100.00% | - | Jun 30, 2024 |
Evergy's largest sold out institutional shareholder by shares sold is PORTMAN SQUARE CAPITAL LLP, sold -0.64M shares, valued at -, as of undefined.
Evergy Mutual Fund Holders
| Name | % Total Assets | Total Shares | Change Amount | Change % | Date |
|---|---|---|---|---|---|
| VANGUARD VALLEY FORGE FUNDS | 1.92% | 1,000,000 | - | - | Mar 31, 2024 |
| Transparent Value Trust | 1.70% | 27,311 | - | - | Dec 31, 2023 |
| DAXOR CORP | 1.56% | 4,297 | 4,297 | - | Sep 30, 2023 |
| GABELLI UTILITIES FUND | 1.39% | 996,807 | -117,250 | -10.52% | Dec 29, 2023 |
| LORD ABBETT MID CAP STOCK FUND INC | 1.07% | 291,230 | - | - | Mar 31, 2024 |
| VANGUARD VALLEY FORGE FUNDS | 0.98% | 510,000 | - | - | Mar 31, 2024 |
| DELAWARE VIP TRUST | 0.96% | 3,445,000 | - | - | Mar 28, 2024 |
| Duff & Phelps Utility & Infrastructure Fund Inc. | 0.83% | 144,500 | - | - | Jan 31, 2024 |
| BNY Mellon Investment Funds VII, Inc. | 0.82% | 855,000 | - | - | Jan 31, 2024 |
| DSS AMERICAFIRST QUANTITATIVE FUNDS | 0.67% | 4,445 | - | - | Mar 31, 2021 |
| DELAWARE VIP TRUST | 0.62% | 2,250,000 | - | - | Mar 28, 2024 |
| ADAMS DIVERSIFIED EQUITY FUND, INC. | 0.62% | 202,600 | - | - | Dec 31, 2023 |
| JP MORGAN FLEMING MUTUAL FUND GROUP INC | 0.59% | 2,739,106 | - | - | Dec 31, 2023 |
| Cohen & Steers MLP & Energy Opportunity Fund, Inc. | 0.48% | 26,157 | - | - | Feb 29, 2024 |
| SIT MUTUAL FUNDS INC | 0.47% | 175,000 | - | - | Mar 28, 2024 |
| Manager Directed Portfolios | 0.46% | 75,000 | - | - | Jan 31, 2024 |
| GABELLI DIVIDEND GROWTH FUND | 0.43% | 4,000 | - | - | Dec 29, 2023 |
| Voya VARIABLE FUNDS | 0.39% | 337,987 | - | - | Mar 31, 2024 |
| TOUCHSTONE FUNDS GROUP TRUST | 0.39% | 10,000,000 | - | - | Mar 31, 2024 |
| FIRST TRUST ENERGY INFRASTRUCTURE FUND | 0.36% | 66,500 | 11,546 | 21.01% | Feb 29, 2024 |
| MASSMUTUAL PREMIER FUNDS | 0.35% | 10,000,000 | - | - | Dec 31, 2023 |
| John Hancock Tax-Advantaged Global Shareholder Yield Fund | 0.35% | 7,800 | -300 | -3.70% | Jan 31, 2024 |
| GABELLI UTILITY TRUST | 0.33% | 140,500 | - | - | Dec 29, 2023 |
| Nuveen Core Equity Alpha Fund | 0.32% | 22,760 | 9,840 | 76.16% | Mar 31, 2024 |
| VANGUARD VALLEY FORGE FUNDS | 0.30% | 158,996 | - | - | Mar 31, 2024 |
| PRUDENTIAL SECTOR FUNDS, INC. | 0.29% | 603,535 | - | - | Feb 29, 2024 |
| COHEN & STEERS GLOBAL INFRASTRUCTURE FUND INC | 0.28% | 214,336 | - | - | Dec 31, 2023 |
| T. Rowe Price Value Fund, Inc. | 0.28% | 1,416,263 | - | - | Mar 31, 2024 |
| AMERICAN MUTUAL FUND | 0.27% | 2,530,000 | - | - | Jan 31, 2024 |
| Voya Global Advantage & Premium Opportunity Fund | 0.26% | 16,392 | 3,074 | 23.08% | Feb 29, 2024 |
| Vanguard Montgomery Funds | 0.26% | 62,095 | - | - | Mar 31, 2024 |
| Zacks Trust | 0.25% | 23,151 | 23,151 | - | Feb 29, 2024 |
| COMMERCE FUNDS | 0.25% | 5,000,000 | 5,000,000 | - | Jan 31, 2024 |
| Voya GLOBAL EQUITY DIVIDEND & PREMIUM OPPORTUNITY FUND | 0.24% | 49,600 | 9,266 | 22.97% | Feb 29, 2024 |
| T. Rowe Price New Era Fund, Inc. | 0.23% | 250,540 | - | - | Mar 31, 2024 |
| DELAWARE POOLED TRUST | 0.21% | 220,000 | - | - | Jan 31, 2024 |
| Nuveen S&P 500 Dynamic Overwrite Fund | 0.21% | 6,084 | - | - | Mar 31, 2024 |
| Kayne Anderson NextGen Energy & Infrastructure, Inc. | 0.20% | 56,400 | - | - | Aug 31, 2023 |
| DELAWARE GROUP ADVISER FUNDS | 0.19% | 7,975,000 | - | - | Jan 31, 2024 |
| PRUDENTIAL SHORT-TERM CORPORATE BOND FUND, INC. | 0.18% | 15,750,000 | - | - | Mar 28, 2024 |
| Natixis ETF Trust II | 0.17% | 3,108 | - | - | Mar 31, 2024 |
| DNP SELECT INCOME FUND INC | 0.15% | 1,208,356 | - | - | Jan 31, 2024 |
| FIRST TRUST EXCHANGE-TRADED FUND | 0.15% | 1,448,769 | -160,741 | -9.99% | Mar 31, 2024 |
| Federated Hermes Equity Funds | 0.14% | 2,775,800 | 816,150 | 41.65% | Jan 31, 2024 |
| FRONTIER FUNDS, INC. | 0.14% | 55,070 | 1,839 | 3.45% | Mar 31, 2024 |
| DELAWARE GROUP INCOME FUNDS | 0.14% | 4,520,000 | - | - | Jan 31, 2024 |
| AMERICAN CENTURY QUANTITATIVE EQUITY FUNDS, INC. | 0.14% | 316,472 | 49,561 | 18.57% | Mar 31, 2024 |
| IDX Funds | 0.13% | 5,148 | - | - | Dec 31, 2021 |
| FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND | 0.13% | 498,878 | 12,418 | 2.55% | Jan 31, 2024 |
| DELAWARE POOLED TRUST | 0.12% | 130,000 | - | - | Jan 31, 2024 |
| Kayne Anderson Energy Infrastructure Fund, Inc. | 0.12% | 121,200 | - | - | Feb 29, 2024 |
| Nuveen S&P 500 BuyWrite Income Fund | 0.12% | 83,996 | -30,512 | -26.65% | Mar 31, 2024 |
| Keeley Funds, Inc. | 0.12% | 30,517 | -1,663 | -5.17% | Dec 29, 2023 |
| EIP INVESTMENT TRUST | 0.12% | 5,410 | -600 | -9.98% | Jan 31, 2024 |
| FIRST TRUST MLP & ENERGY INCOME FUND | 0.12% | 55,300 | 55,300 | - | Jan 31, 2024 |
| CUSHING MLP & INFRASTRUCTURE TOTAL RETURN FUND | 0.11% | 8,000 | - | - | Feb 29, 2024 |
| AMERICAN CENTURY VARIABLE PORTFOLIOS INC | 0.11% | 272,467 | 104,818 | 62.52% | Mar 31, 2024 |
| GABELLI GLOBAL UTILITY & INCOME TRUST | 0.11% | 17,000 | - | - | Dec 29, 2023 |
| American Funds Global Insight Fund | 0.10% | 222,211 | - | - | Jan 31, 2024 |
| FIRST TRUST ENERGY INCOME & GROWTH FUND | 0.10% | 39,900 | 14,154 | 54.98% | Feb 29, 2024 |
| Brookfield Investment Funds | 0.10% | 164,400 | - | - | Mar 31, 2024 |
| PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 10 | 0.10% | 23,200 | - | - | Jan 31, 2024 |
| ANCHOR SERIES TRUST | 0.10% | 3,200,000 | - | - | Sep 30, 2021 |
| AMERICAN CENTURY CAPITAL PORTFOLIOS INC | 0.10% | 2,095,760 | 267,988 | 14.66% | Mar 31, 2024 |
| T. Rowe Price U.S. Large-Cap Core Fund, Inc. | 0.10% | 166,316 | - | - | Mar 31, 2024 |
| ETF Managers Trust | 0.10% | 743,000 | - | - | Dec 31, 2023 |
| FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND | 0.09% | 22,900 | 22,900 | - | Jan 31, 2024 |
| CORNERCAP GROUP OF FUNDS /VA/ | 0.09% | 6,639 | - | - | Sep 30, 2022 |
| INVESTMENT CO OF AMERICA | 0.09% | 1,419,429 | - | - | Mar 31, 2024 |
| Voya Infrastructure, Industrials & Materials Fund | 0.09% | 22,401 | -421 | -1.84% | Feb 29, 2024 |
| VANGUARD FENWAY FUNDS | 0.09% | 2,167,658 | 81,466 | 3.91% | Mar 31, 2024 |
| Legg Mason ETF Investment Trust | 0.08% | 165,201 | 24,619 | 17.51% | Mar 31, 2024 |
| Nuveen NASDAQ 100 Dynamic Overwrite Fund | 0.08% | 9,808 | - | - | Mar 31, 2024 |
| SELECT SECTOR SPDR TRUST | 0.08% | 2,910,738 | -566,970 | -16.30% | Mar 31, 2024 |
| GABELLI DIVIDEND & INCOME TRUST | 0.08% | 132,000 | 3,000 | 2.33% | Dec 29, 2023 |
| DELAWARE GROUP ADVISER FUNDS | 0.08% | 3,230,000 | - | - | Jan 31, 2024 |
| WASHINGTON MUTUAL INVESTORS FUND | 0.07% | 1,548,957 | - | - | Jan 31, 2024 |
| Calvert Responsible Index Series, Inc. | 0.07% | 120,953 | -896 | -0.74% | Mar 31, 2024 |
| Guggenheim Enhanced Equity Income Fund | 0.07% | 12,680 | -301 | -2.32% | Sep 30, 2021 |
| SPDR S&P 500 ETF TRUST | 0.07% | 2,800,507 | -59,432 | -2.08% | Mar 31, 2024 |
| Index Funds | 0.07% | 595 | -12 | -1.98% | Mar 31, 2024 |
| Collaborative Investment Series Trust | 0.06% | 9,915 | - | - | Mar 31, 2024 |
| Virtus Total Return Fund Inc. | 0.06% | 123,096 | - | - | Feb 29, 2024 |
| AMERICAN FUNDS FUNDAMENTAL INVESTORS | 0.06% | 1,299,136 | - | - | Mar 31, 2024 |
| T. Rowe Price Mid-Cap Value Fund, Inc. | 0.06% | 681,605 | -1,376,635 | -66.88% | Mar 31, 2024 |
| DEUTSCHE DWS INVESTMENT TRUST | 0.06% | 176,883 | - | - | Jan 31, 2024 |
| ALLSPRING UTILITIES & HIGH INCOME FUND | 0.06% | 29,385 | - | - | Feb 29, 2024 |
| FRANK FUNDS | 0.06% | 47,000 | - | - | Mar 31, 2024 |
| VANGUARD INSTITUTIONAL INDEX FUNDS | 0.05% | 1,648,582 | -22,344 | -1.34% | Mar 31, 2024 |
| Engine No. 1 ETF Trust | 0.05% | 3,182 | -211 | -6.22% | Jan 31, 2024 |
| VANGUARD INDEX FUNDS | 0.05% | 22,289,265 | 404,983 | 1.85% | Mar 31, 2024 |
| STATE FARM ASSOCIATES FUNDS TRUSTS | 0.05% | 1,000,000 | - | - | May 31, 2021 |
| STATE FARM ASSOCIATES FUNDS TRUSTS | 0.05% | 1,000,000 | - | - | May 31, 2021 |
| DELAWARE GROUP FOUNDATION FUNDS | 0.05% | 270,000 | - | - | Dec 30, 2022 |
| EATON VANCE SPECIAL INVESTMENT TRUST | 0.05% | 86,600 | - | - | Mar 31, 2024 |
| Innovator ETFs Trust II | 0.05% | 17,493 | - | - | Jul 31, 2021 |
| ALLSPRING MASTER TRUST | 0.05% | 3,171,000 | - | - | Feb 29, 2024 |
| SYNTAX ETF TRUST | 0.04% | 1,418 | 21 | 1.50% | Mar 31, 2024 |
| FRANKLIN VALUE INVESTORS TRUST | 0.04% | 164,041 | 58,455 | 55.36% | Jan 31, 2024 |
| JOHN HANCOCK TAX-ADVANTAGED DIVIDEND INCOME FUND | 0.04% | 295,000 | - | - | Jan 31, 2024 |
Evergy's largest mutual fund holder by % of total assets is "VANGUARD VALLEY FORGE FUNDS", owning 1.00M shares, compromising 1.92% of its total assets.
Evergy Institutional Ownership Trends
Institutional Holdings Trend
| Date | Holdings | Change % |
|---|---|---|
| 30 Jun, 24 | 682 | -1.59% |
| 31 Mar, 24 | 693 | -1.28% |
| 31 Dec, 23 | 702 | 6.85% |
| 30 Sep, 23 | 657 | -0.90% |
| 30 Jun, 23 | 663 | 1.38% |
| 31 Mar, 23 | 654 | -5.08% |
| 31 Dec, 22 | 689 | 6.33% |
| 30 Sep, 22 | 648 | 0.93% |
| 30 Jun, 22 | 642 | -0.62% |
| 31 Mar, 22 | 646 | 1.25% |
| 31 Dec, 21 | 638 | 7.59% |
| 30 Sep, 21 | 593 | 1.72% |
| 30 Jun, 21 | 583 | -1.02% |
| 31 Mar, 21 | 589 | -1.34% |
| 31 Dec, 20 | 597 | 4.55% |
| 30 Sep, 20 | 571 | -2.39% |
| 30 Jun, 20 | 585 | -0.17% |
| 31 Mar, 20 | 586 | -2.66% |
| 31 Dec, 19 | 602 | 0.67% |
| 30 Sep, 19 | 598 | 5.28% |
| 30 Jun, 19 | 568 | -1.05% |
| 31 Mar, 19 | 574 | -1.88% |
| 31 Dec, 18 | 585 | 5.98% |
| 30 Sep, 18 | 552 | 8.66% |
| 30 Jun, 18 | 508 | - |
| 31 Mar, 16 | 1 | - |
As of 30 Jun 24, 682 institutions are holding Evergy's shares, representing a decrease of -1.59% compared to the previous quarter.
Shares Outstanding Trend
| Date | Shares Outstanding | Change % |
|---|---|---|
| 30 Jun, 24 | 194,770,639 | -0.41% |
| 31 Mar, 24 | 195,580,750 | -2.42% |
| 31 Dec, 23 | 200,433,549 | 4.62% |
| 30 Sep, 23 | 191,578,595 | 0.86% |
| 30 Jun, 23 | 189,943,259 | -1.35% |
| 31 Mar, 23 | 192,535,446 | 1.20% |
| 31 Dec, 22 | 190,259,720 | -1.16% |
| 30 Sep, 22 | 192,485,426 | 0.04% |
| 30 Jun, 22 | 192,402,803 | 1.13% |
| 31 Mar, 22 | 190,247,860 | -4.92% |
| 31 Dec, 21 | 200,089,603 | 1.29% |
| 30 Sep, 21 | 197,544,190 | 0.49% |
| 30 Jun, 21 | 196,576,953 | 3.48% |
| 31 Mar, 21 | 189,960,500 | 0.95% |
| 31 Dec, 20 | 188,164,895 | 2.60% |
| 30 Sep, 20 | 183,396,501 | -1.97% |
| 30 Jun, 20 | 187,088,885 | 0.53% |
| 31 Mar, 20 | 186,102,056 | -1.66% |
| 31 Dec, 19 | 189,251,628 | -3.80% |
| 30 Sep, 19 | 196,718,223 | -1.69% |
| 30 Jun, 19 | 200,098,187 | -3.64% |
| 31 Mar, 19 | 207,660,310 | -3.06% |
| 31 Dec, 18 | 214,217,935 | -2.86% |
| 30 Sep, 18 | 220,516,016 | -1.23% |
| 30 Jun, 18 | 223,270,447 | - |
| 31 Mar, 16 | 3,266 | - |
Evergy (EVRG) has 194.77M shares outstanding as of 30 Jun 24, down -0.41% compared to the previous quarter.
Institutional Ownership Trend
| Date | Ownership % | Change % |
|---|---|---|
| 30 Jun, 24 | 84.61% | 1.17% |
| 31 Mar, 24 | 84.96% | 1.12% |
| 31 Dec, 23 | 87.14% | 1.26% |
| 30 Sep, 23 | 83.26% | 1.22% |
| 30 Jun, 23 | 82.55% | 1.18% |
| 31 Mar, 23 | 83.71% | 1.22% |
| 31 Dec, 22 | 82.76% | 1.18% |
| 30 Sep, 22 | 83.73% | 1.20% |
| 30 Jun, 22 | 83.69% | 1.22% |
| 31 Mar, 22 | 82.79% | 1.08% |
| 31 Dec, 21 | 87.38% | 1.18% |
| 30 Sep, 21 | 86.00% | 1.17% |
| 30 Jun, 21 | 85.73% | 1.23% |
| 31 Mar, 21 | 83.57% | 1.22% |
| 31 Dec, 20 | 82.82% | 1.27% |
| 30 Sep, 20 | 80.68% | 1.19% |
| 30 Jun, 20 | 82.35% | 1.23% |
| 31 Mar, 20 | 81.95% | 1.31% |
| 31 Dec, 19 | 79.02% | 1.12% |
| 30 Sep, 19 | 83.85% | 1.24% |
| 30 Jun, 19 | 82.28% | 1.22% |
| 31 Mar, 19 | 82.14% | 0.82% |
| 31 Dec, 18 | 100.15% | 1.49% |
| 30 Sep, 18 | 82.10% | 0.54% |
| 30 Jun, 18 | 123.42% | - |
| 31 Mar, 16 | 0.00% | - |
As of 30 Jun 24, Evergy is held by 84.61% institutional shareholders, representing a 1.17% growth compared to 31 Mar 24.
Institutional Increased Positions Trend
| Date | Increased Positions | Change % |
|---|---|---|
| 30 Jun, 24 | 334 | 5.70% |
| 31 Mar, 24 | 316 | -14.82% |
| 31 Dec, 23 | 371 | 15.58% |
| 30 Sep, 23 | 321 | 6.29% |
| 30 Jun, 23 | 302 | -1.95% |
| 31 Mar, 23 | 308 | -14.92% |
| 31 Dec, 22 | 362 | 17.53% |
| 30 Sep, 22 | 308 | - |
| 30 Jun, 22 | 308 | 3.70% |
| 31 Mar, 22 | 297 | -9.73% |
| 31 Dec, 21 | 329 | 27.52% |
| 30 Sep, 21 | 258 | -11.03% |
| 30 Jun, 21 | 290 | 7.01% |
| 31 Mar, 21 | 271 | 0.37% |
| 31 Dec, 20 | 270 | 0.37% |
| 30 Sep, 20 | 269 | 23.39% |
| 30 Jun, 20 | 218 | -8.40% |
| 31 Mar, 20 | 238 | -12.82% |
| 31 Dec, 19 | 273 | -3.53% |
| 30 Sep, 19 | 283 | 15.51% |
| 30 Jun, 19 | 245 | -13.12% |
| 31 Mar, 19 | 282 | 7.63% |
| 31 Dec, 18 | 262 | -5.07% |
| 30 Sep, 18 | 276 | -45.56% |
| 30 Jun, 18 | 507 | - |
| 31 Mar, 16 | 1 | - |
334 institutional shareholders have increased their position in EVRG stock as of 30 Jun 24 compared to 316 in the previous quarter (a 5.70% increase).
Institutional Reduced Positions Trend
| Date | Reduced Positions | Change % |
|---|---|---|
| 30 Jun, 24 | 221 | -11.60% |
| 31 Mar, 24 | 250 | 10.13% |
| 31 Dec, 23 | 227 | 5.09% |
| 30 Sep, 23 | 216 | -4.85% |
| 30 Jun, 23 | 227 | 3.18% |
| 31 Mar, 23 | 220 | -1.35% |
| 31 Dec, 22 | 223 | 9.31% |
| 30 Sep, 22 | 204 | 3.03% |
| 30 Jun, 22 | 198 | -6.16% |
| 31 Mar, 22 | 211 | 12.83% |
| 31 Dec, 21 | 187 | -8.33% |
| 30 Sep, 21 | 204 | 26.71% |
| 30 Jun, 21 | 161 | -15.26% |
| 31 Mar, 21 | 190 | -17.39% |
| 31 Dec, 20 | 230 | 18.56% |
| 30 Sep, 20 | 194 | -22.09% |
| 30 Jun, 20 | 249 | 9.21% |
| 31 Mar, 20 | 228 | 7.04% |
| 31 Dec, 19 | 213 | 8.12% |
| 30 Sep, 19 | 197 | -5.74% |
| 30 Jun, 19 | 209 | 8.29% |
| 31 Mar, 19 | 193 | -14.22% |
| 31 Dec, 18 | 225 | 19.68% |
| 30 Sep, 18 | 188 | - |
| 30 Jun, 18 | - | - |
| 31 Mar, 16 | - | - |
221 institutional shareholders have reduced their position in EVRG stock as of 30 Jun 24 compared to 250 in the previous quarter (a -11.60% decrease).
All Institutional Ownership Trend Data
| Date | Holdings | Change % | Shares Outstanding | Change % | Ownership % | Change % | Increased Positions | Change % | Reduced Positions | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| 30 Jun, 24 | 682 | -1.59% | 194,770,639 | -0.41% | 84.61% | 1.17% | 334 | 5.70% | 221 | -11.60% |
| 31 Mar, 24 | 693 | -1.28% | 195,580,750 | -2.42% | 84.96% | 1.12% | 316 | -14.82% | 250 | 10.13% |
| 31 Dec, 23 | 702 | 6.85% | 200,433,549 | 4.62% | 87.14% | 1.26% | 371 | 15.58% | 227 | 5.09% |
| 30 Sep, 23 | 657 | -0.90% | 191,578,595 | 0.86% | 83.26% | 1.22% | 321 | 6.29% | 216 | -4.85% |
| 30 Jun, 23 | 663 | 1.38% | 189,943,259 | -1.35% | 82.55% | 1.18% | 302 | -1.95% | 227 | 3.18% |
| 31 Mar, 23 | 654 | -5.08% | 192,535,446 | 1.20% | 83.71% | 1.22% | 308 | -14.92% | 220 | -1.35% |
| 31 Dec, 22 | 689 | 6.33% | 190,259,720 | -1.16% | 82.76% | 1.18% | 362 | 17.53% | 223 | 9.31% |
| 30 Sep, 22 | 648 | 0.93% | 192,485,426 | 0.04% | 83.73% | 1.20% | 308 | - | 204 | 3.03% |
| 30 Jun, 22 | 642 | -0.62% | 192,402,803 | 1.13% | 83.69% | 1.22% | 308 | 3.70% | 198 | -6.16% |
| 31 Mar, 22 | 646 | 1.25% | 190,247,860 | -4.92% | 82.79% | 1.08% | 297 | -9.73% | 211 | 12.83% |
| 31 Dec, 21 | 638 | 7.59% | 200,089,603 | 1.29% | 87.38% | 1.18% | 329 | 27.52% | 187 | -8.33% |
| 30 Sep, 21 | 593 | 1.72% | 197,544,190 | 0.49% | 86.00% | 1.17% | 258 | -11.03% | 204 | 26.71% |
| 30 Jun, 21 | 583 | -1.02% | 196,576,953 | 3.48% | 85.73% | 1.23% | 290 | 7.01% | 161 | -15.26% |
| 31 Mar, 21 | 589 | -1.34% | 189,960,500 | 0.95% | 83.57% | 1.22% | 271 | 0.37% | 190 | -17.39% |
| 31 Dec, 20 | 597 | 4.55% | 188,164,895 | 2.60% | 82.82% | 1.27% | 270 | 0.37% | 230 | 18.56% |
| 30 Sep, 20 | 571 | -2.39% | 183,396,501 | -1.97% | 80.68% | 1.19% | 269 | 23.39% | 194 | -22.09% |
| 30 Jun, 20 | 585 | -0.17% | 187,088,885 | 0.53% | 82.35% | 1.23% | 218 | -8.40% | 249 | 9.21% |
| 31 Mar, 20 | 586 | -2.66% | 186,102,056 | -1.66% | 81.95% | 1.31% | 238 | -12.82% | 228 | 7.04% |
| 31 Dec, 19 | 602 | 0.67% | 189,251,628 | -3.80% | 79.02% | 1.12% | 273 | -3.53% | 213 | 8.12% |
| 30 Sep, 19 | 598 | 5.28% | 196,718,223 | -1.69% | 83.85% | 1.24% | 283 | 15.51% | 197 | -5.74% |
| 30 Jun, 19 | 568 | -1.05% | 200,098,187 | -3.64% | 82.28% | 1.22% | 245 | -13.12% | 209 | 8.29% |
| 31 Mar, 19 | 574 | -1.88% | 207,660,310 | -3.06% | 82.14% | 0.82% | 282 | 7.63% | 193 | -14.22% |
| 31 Dec, 18 | 585 | 5.98% | 214,217,935 | -2.86% | 100.15% | 1.49% | 262 | -5.07% | 225 | 19.68% |
| 30 Sep, 18 | 552 | 8.66% | 220,516,016 | -1.23% | 82.10% | 0.54% | 276 | -45.56% | 188 | - |
| 30 Jun, 18 | 508 | - | 223,270,447 | - | 123.42% | - | 507 | - | - | - |
| 31 Mar, 16 | 1 | - | 3,266 | - | 0.00% | - | 1 | - | - | - |
Evergy Insider Shareholders Trades
Open Market Insider Trades
Open Market Insider Buys
| Date | Name | Relation | Role | Transaction | Buy/Sell | Shares | Price | Value | Shares Held | Source |
|---|
Insider Sells
All Insider Owners Trades
The last insider sell of Evergy's stock was made by Murtlow Ann D. on Aug 14 2024, selling 3,301 shares at $58.85 per share (valued at $194.28K).
Evergy Insider Ownership Trends
All Insider Trades Trend
| Date | Buy | Sell | Buy/Sell Ratio |
|---|---|---|---|
| Q3 2024 | 2 | 3 | 66.67% |
| Q2 2024 | 12 | - | - |
| Q1 2024 | 26 | 25 | 104.00% |
| Q4 2023 | 3 | 1 | 300.00% |
| Q3 2023 | 5 | 4 | 125.00% |
| Q2 2023 | 14 | 3 | 466.67% |
| Q1 2023 | 22 | 18 | 122.22% |
| Q4 2022 | 4 | 3 | 133.33% |
| Q3 2022 | 3 | 2 | 150.00% |
| Q2 2022 | 14 | 6 | 233.33% |
| Q1 2022 | 34 | 23 | 147.83% |
| Q4 2021 | 51 | 1 | 5100.00% |
| Q3 2021 | 17 | - | - |
| Q2 2021 | 10 | 3 | 333.33% |
| Q1 2021 | 34 | 19 | 178.95% |
| Q4 2020 | 2 | 3 | 66.67% |
| Q3 2020 | 1 | - | - |
| Q2 2020 | 17 | 31 | 54.84% |
| Q1 2020 | 32 | 20 | 160.00% |
| Q4 2019 | 2 | 6 | 33.33% |
2 total buy trades, and 3 total sell trades (buy/sell ratio of 0.67%) were made by Evergy's insiders, as of Q3 2024.
Open Market Insider Trades Trend
| Date | Buy | Sell | Buy/Sell Ratio |
|---|---|---|---|
| Q3 2024 | - | 1 | - |
| Q2 2024 | - | - | - |
| Q1 2024 | - | - | - |
| Q4 2023 | - | - | - |
| Q3 2023 | - | - | - |
| Q2 2023 | - | 3 | - |
| Q1 2023 | - | 1 | - |
| Q4 2022 | - | - | - |
| Q3 2022 | - | - | - |
| Q2 2022 | - | 6 | - |
| Q1 2022 | - | 1 | - |
| Q4 2021 | 46 | - | - |
| Q3 2021 | 11 | - | - |
| Q2 2021 | 3 | 1 | 300.00% |
| Q1 2021 | 2 | 6 | 33.33% |
| Q4 2020 | - | 3 | - |
| Q3 2020 | - | - | - |
| Q2 2020 | - | 1 | - |
| Q1 2020 | - | 4 | - |
| Q4 2019 | - | 5 | - |
As of Q3 2024, Insider owners conducted 0 open market buy trades and 1 open market sell trades of Evergy's stocks.
EVRG Ownership FAQ
Who Owns Evergy?
Evergy is owned by institutional shareholders (84.61%), insiders (0.22%), and public (15.17%). The largest institutional shareholder of Evergy is VANGUARD GROUP INC (13.16% of total shares) and the top mutual fund owner is VANGUARD VALLEY FORGE FUNDS (1.92% of total shares).
Who are the major institutional shareholders of Evergy?
Evergy's major institutional shareholders are VANGUARD GROUP INC, STATE STREET CORP, BLACKROCK INC., ZIMMER PARTNERS, LP, and GEODE CAPITAL MANAGEMENT, LLC. The top five shareholders own together 32.49% of the company's share outstanding.
How many Evergy shareholders are there?
As of Jun 2024, there are 682 institutional shareholders of Evergy.
What percentage of Evergy is owned by VANGUARD GROUP INC?
VANGUARD GROUP INC owns 30.29M shares of Evergy, representing 13.16% of the company's total shares outstanding, valued at $1.6B (as of Jun 2024).
What percentage of Evergy is owned by STATE STREET CORP?
As of Jun 2024, STATE STREET CORP holds 16.45M shares of Evergy (EVRG), compromising 7.15% of the company, valued at $871.58B.
What percentage of Evergy is owned by BLACKROCK INC?
BLACKROCK INC is the third largest holder of Evergy. The company owns 16.39M of the company's shares outstanding (worth $868.39M).