Titelia

Fund shareholders of Evergy Inc

ISIN US30034W1062 · United States · LEI 549300PGTHDQY6PSUI61

Fund shareholders
701
Of which ETFs
214 487 other funds
Value held
≈ 8.7B $ 8.7B $ · 6.4M € · 1.2M SEK
Share of capital
44.6 % of 230.6M shares on Jul 31, 2026

701 funds hold this company. This table lists the 699 that declare it in a regulatory filing. The other 2 publish their holdings in their own reports. The “Fund reports” tab lists them, with their weight.

FundSharesValueWeight in fundShare of capital
VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS 6,930,226599M $0.03 %3.01 %as of Jun 30, 2026 ↗
VANGUARD 500 INDEX FUND VANGUARD INDEX FUNDS 5,972,238516.2M $0.03 %2.59 %as of Jun 30, 2026 ↗
VANGUARD SMALL-CAP INDEX FUND VANGUARD INDEX FUNDS 5,004,654432.6M $0.23 %2.17 %as of Jun 30, 2026 ↗
Franklin Utilities Fund Franklin Custodian Funds 4,150,000358.7M $4.69 %1.80 %as of Jun 30, 2026 ↗
State Street(R) Utilities Select Sector SPDR(R) ETF SELECT SECTOR SPDR TRUST 3,750,926324.2M $1.40 %1.63 %as of Jun 30, 2026 ↗
BlackRock Equity Dividend Fund BlackRock Equity Dividend Fund 3,434,886285.1M $1.40 %1.49 %as of Jul 31, 2026 ↗
VANGUARD SMALL-CAP VALUE INDEX FUND VANGUARD INDEX FUNDS 3,170,806274.1M $0.40 %1.38 %as of Jun 30, 2026 ↗
iShares Core S&P 500 ETF iShares Trust 3,170,796274.1M $0.03 %1.38 %as of Jun 30, 2026 ↗
Fidelity 500 Index Fund Fidelity Concord Street Trust 2,946,062241.7M $0.03 %1.28 %as of May 31, 2026 ↗
Federated Hermes Strategic Value Dividend Fund Federated Hermes Equity Funds 2,899,250240.7M $2.41 %1.26 %as of Jul 31, 2026 ↗
State Street(R) SPDR(R) S&P(R) Dividend ETF SPDR SERIES TRUST 2,413,573208.6M $0.98 %1.05 %as of Jun 30, 2026 ↗
Invesco S&P 500 Equal Weight ETF Invesco Exchange-Traded Fund Trust 2,249,498186.7M $0.19 %0.98 %as of Jul 31, 2026 ↗
Strategic Advisers Fidelity U.S. Total Stock Fund Fidelity Rutland Square Trust II 1,811,256148.6M $0.06 %0.79 %as of May 31, 2026 ↗
VANGUARD UTILITIES INDEX FUND VANGUARD WORLD FUND 1,602,427131.5M $1.24 %0.69 %as of May 31, 2026 ↗
Invesco Comstock Fund AIM Sector Funds (Invesco Sector Funds) 1,461,052121.3M $0.81 %0.63 %as of Jul 31, 2026 ↗
Select Utilities Portfolio Fidelity Select Portfolios 1,420,954116.6M $2.98 %0.62 %as of May 31, 2026 ↗
VANGUARD INSTITUTIONAL INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS 1,252,496108.3M $0.03 %0.54 %as of Jun 30, 2026 ↗
State Street(R) SPDR(R) Portfolio S&P 500(R) High Dividend ETF SPDR SERIES TRUST 1,145,13699M $1.34 %0.50 %as of Jun 30, 2026 ↗
Mid Cap Value Fund American Century Capital Portfolios, Inc. 1,091,93394.4M $1.67 %0.47 %as of Jun 30, 2026 ↗
MFS Mid Cap Value Fund MFS SERIES TRUST XI 1,089,58394.2M $0.54 %0.47 %as of Jun 30, 2026 ↗
College Retirement Equities Fund - Total Global Stock Account College Retirement Equities Fund 1,084,83693.8M $0.06 %0.47 %as of Jun 30, 2026 ↗
Invesco S&P 500 Low Volatility ETF Invesco Exchange-Traded Fund Trust II 1,023,28384M $1.22 %0.44 %as of May 31, 2026 ↗
PGIM Jennison Utility Fund Prudential Sector Funds, Inc. 961,22878.9M $2.37 %0.42 %as of May 29, 2026 ↗
iShares Russell Mid-Cap ETF iShares Trust 945,95181.8M $0.14 %0.41 %as of Jun 30, 2026 ↗
VANGUARD HIGH DIVIDEND YIELD INDEX FUND VANGUARD WHITEHALL FUNDS 927,20477M $0.08 %0.40 %as of Jul 31, 2026 ↗
Fidelity Mid Cap Index Fund Fidelity Salem Street Trust 872,79972.5M $0.14 %0.38 %as of Jul 31, 2026 ↗
Franklin Equity Income Fund Franklin Investors Securities Trust 815,00067.7M $1.34 %0.35 %as of Jul 31, 2026 ↗
The Gabelli Utilities Fund Gabelli Utilities Fund 772,85066.8M $3.79 %0.34 %as of Jun 30, 2026 ↗
First Trust North American Energy Infrastructure Fund First Trust Exchange-Traded Fund IV 770,64264M $1.55 %0.33 %as of Jul 31, 2026 ↗
iShares Core Dividend Growth ETF iShares Trust 718,10359.6M $0.14 %0.31 %as of Jul 31, 2026 ↗
NYLIM CBRE Global Infrastructure Fund NYLIM FUNDS TRUST 715,53059.4M $3.48 %0.31 %as of Jul 31, 2026 ↗
VIP Mid Cap Portfolio Variable Insurance Products Fund III 703,70060.8M $0.64 %0.31 %as of Jun 30, 2026 ↗
Bridge Builder Small/Mid Cap Value Fund Bridge Builder Trust 693,60559.9M $0.57 %0.30 %as of Jun 30, 2026 ↗
Invesco S&P 500 High Dividend Low Volatility ETF Invesco Exchange-Traded Fund Trust II 665,53954.6M $1.69 %0.29 %as of May 31, 2026 ↗
Fidelity Puritan Fund Fidelity Puritan Trust 660,05454.2M $0.16 %0.29 %as of May 31, 2026 ↗
Carillon Scout Mid Cap Fund Carillon Series Trust 635,93255M $1.29 %0.28 %as of Jun 30, 2026 ↗
Fidelity Equity Dividend Income Fund Fidelity Financial Trust 627,90051.5M $0.64 %0.27 %as of May 31, 2026 ↗
Schwab U.S. Mid-Cap ETF SCHWAB STRATEGIC TRUST 622,51151.1M $0.35 %0.27 %as of May 31, 2026 ↗
State Street(R) SPDR(R) Portfolio S&P 500(R) ETF SPDR SERIES TRUST 548,31147.4M $0.03 %0.24 %as of Jun 30, 2026 ↗
iShares Core High Dividend ETF iShares Trust 522,18343.3M $0.29 %0.23 %as of Jul 31, 2026 ↗
Schwab S&P 500 Index Fund SCHWAB CAPITAL TRUST 515,67042.8M $0.03 %0.22 %as of Jul 31, 2026 ↗
iShares Russell 1000 Value ETF iShares Trust 515,47044.6M $0.06 %0.22 %as of Jun 30, 2026 ↗
College Retirement Equities Fund - Global Equities Account College Retirement Equities Fund 440,43038.1M $0.10 %0.19 %as of Jun 30, 2026 ↗
Fidelity Total Market Index Fund Fidelity Concord Street Trust 434,60835.7M $0.03 %0.19 %as of May 31, 2026 ↗
Fidelity Telecom and Utilities Fund Fidelity Select Portfolios 431,20035.8M $2.71 %0.19 %as of Jul 31, 2026 ↗
VANGUARD STRATEGIC EQUITY FUND VANGUARD HORIZON FUNDS 389,97833.7M $0.28 %0.17 %as of Jun 30, 2026 ↗
Franklin Mutual Quest Fund Franklin Mutual Series Funds 382,45233.1M $1.21 %0.17 %as of Jun 30, 2026 ↗
iShares S&P 500 Value ETF iShares Trust 378,69132.7M $0.07 %0.16 %as of Jun 30, 2026 ↗
First Trust Value Line Dividend Index Fund First Trust Exchange-Traded Fund 376,49032.5M $0.40 %0.16 %as of Jun 30, 2026 ↗
First Trust Morningstar Dividend Leaders Index Fund First Trust Exchange-Traded Fund 367,11231.7M $0.44 %0.16 %as of Jun 30, 2026 ↗
Fidelity SAI U.S. Low Volatility Index Fund Fidelity Salem Street Trust 366,16630.4M $0.13 %0.16 %as of Jul 31, 2026 ↗
iShares Russell Mid-Cap Value ETF iShares Trust 352,46730.5M $0.19 %0.15 %as of Jun 30, 2026 ↗
Fidelity Series Total Market Index Fund Fidelity Concord Street Trust 351,89828.9M $0.03 %0.15 %as of May 31, 2026 ↗
Fidelity MSCI Utilities Index ETF FIDELITY COVINGTON TRUST 348,59428.9M $1.25 %0.15 %as of Jul 31, 2026 ↗
Fidelity Balanced Fund Fidelity Puritan Trust 342,63428.1M $0.04 %0.15 %as of May 31, 2026 ↗
Cohen & Steers Global Infrastructure Fund Inc. COHEN & STEERS GLOBAL INFRASTRUCTURE FUND INC 334,48828.9M $2.63 %0.15 %as of Jun 30, 2026 ↗
First Trust Utilities AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund 326,08527.1M $3.26 %0.14 %as of Jul 31, 2026 ↗
THRIVENT LARGE CAP VALUE PORTFOLIO Thrivent Series Fund, Inc. 320,21927.7M $0.74 %0.14 %as of Jun 30, 2026 ↗
ALPS Sector Dividend Dogs ETF ALPS ETF TRUST 315,93025.9M $1.87 %0.14 %as of May 31, 2026 ↗
THRIVENT LARGE CAP VALUE FUND Thrivent Mutual Funds 315,86626.2M $0.70 %0.14 %as of Jul 31, 2026 ↗
NYLIM VP Fidelity Institutional AM Utilities Portfolio NYLIM VP FUNDS TRUST 297,50025.7M $3.00 %0.13 %as of Jun 30, 2026 ↗
iShares Core S&P Total U.S. Stock Market ETF iShares Trust 297,21625.7M $0.03 %0.13 %as of Jun 30, 2026 ↗
iShares U.S. Infrastructure ETF iShares Trust 284,59224.6M $0.53 %0.12 %as of Jun 30, 2026 ↗
State Street(R) SPDR(R) Portfolio S&P 500(R) Value ETF SPDR SERIES TRUST 279,92924.2M $0.07 %0.12 %as of Jun 30, 2026 ↗
LVIP BlackRock Dividend Value Managed Volatility Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 259,96822.5M $1.12 %0.11 %as of Jun 30, 2026 ↗
Franklin Mutual U.S. Mid Cap Value Fund Franklin Value Investors Trust 252,34320.9M $2.69 %0.11 %as of Jul 31, 2026 ↗
BlackRock High Equity Income Fund BlackRock Funds 249,19320.4M $0.98 %0.11 %as of May 29, 2026 ↗
Victory Income Stock Fund Victory Portfolios III 246,75620.5M $0.71 %0.11 %as of Jul 31, 2026 ↗
BlackRock Multi-Asset Income Portfolio BlackRock Funds II 246,57720.5M $0.20 %0.11 %as of Jul 31, 2026 ↗
Schwab U.S. Large-Cap ETF SCHWAB STRATEGIC TRUST 244,67620.1M $0.03 %0.11 %as of May 31, 2026 ↗
Value Fund American Century Capital Portfolios, Inc. 242,91621M $1.11 %0.11 %as of Jun 30, 2026 ↗
Nomura Mid Cap Income Opportunities Fund IVY FUNDS 233,77620.2M $2.82 %0.10 %as of Jun 30, 2026 ↗
LVIP BlackRock Equity Dividend Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 230,36319.9M $1.51 %0.10 %as of Jun 30, 2026 ↗
Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF Goldman Sachs ETF Trust 219,65718M $0.12 %0.10 %as of May 31, 2026 ↗
VANGUARD TOTAL WORLD STOCK INDEX FUND VANGUARD INTERNATIONAL EQUITY INDEX FUNDS 218,60418.1M $0.02 %0.09 %as of Jul 31, 2026 ↗
U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 216,51318M $0.05 %0.09 %as of Jul 31, 2026 ↗
S&P 500 Index Master Portfolio Master Investment Portfolio 211,15318.2M $0.03 %0.09 %as of Jun 30, 2026 ↗
BlackRock Mid-Cap Value Fund BlackRock Mid-Cap Value Series, Inc. 207,70017.2M $1.54 %0.09 %as of Jul 31, 2026 ↗
iShares U.S. Utilities ETF iShares Trust 207,67317.2M $1.18 %0.09 %as of Jul 31, 2026 ↗
Invesco S&P 500 Equal Weight Utilities ETF Invesco Exchange-Traded Fund Trust 207,57917.2M $3.20 %0.09 %as of Jul 31, 2026 ↗
Invesco S&P 500 Momentum ETF Invesco Exchange-Traded Fund Trust II 207,31517M $0.09 %0.09 %as of May 31, 2026 ↗
Invesco Comstock Portfolio Brighthouse Funds Trust I 205,93517.8M $0.91 %0.09 %as of Jun 30, 2026 ↗
WisdomTree U.S. Value Fund WisdomTree Trust 204,80417.7M $0.60 %0.09 %as of Jun 30, 2026 ↗
Federated Hermes U.S. Strategic Dividend ETF Federated Hermes ETF Trust 200,79216.7M $1.89 %0.09 %as of Jul 31, 2026 ↗
iShares Core S&P U.S. Value ETF iShares Trust 199,43117.2M $0.07 %0.09 %as of Jun 30, 2026 ↗
Transamerica Mid Cap Value Opportunities TRANSAMERICA FUNDS 194,50016.1M $2.08 %0.08 %as of Jul 31, 2026 ↗
Nuveen Equity Index Fund TIAA-CREF Funds 190,71315.8M $0.03 %0.08 %as of Jul 31, 2026 ↗
Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust 187,00315.5M $0.03 %0.08 %as of Jul 31, 2026 ↗
CRM LONG/SHORT OPPORTUNITIES CRM Mutual Fund Trust 184,18215.3M $2.90 %0.08 %as of Jul 31, 2026 ↗
U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 184,14715.3M $0.04 %0.08 %as of Jul 31, 2026 ↗
Fidelity U.S. Equity Central Fund Fidelity Central Investment Portfolios LLC 180,30015.6M $0.07 %0.08 %as of Jun 30, 2026 ↗
Schwab Fundamental U.S. Large Company ETF SCHWAB STRATEGIC TRUST 178,11914.6M $0.06 %0.08 %as of May 31, 2026 ↗
John Hancock Multifactor Mid Cap ETF John Hancock Exchange-Traded Fund Trust 171,06014.8M $0.25 %0.07 %as of Jun 30, 2026 ↗
Fidelity Advisor Mid Cap II Fund Fidelity Advisor Series I 169,40014.6M $0.64 %0.07 %as of Jun 30, 2026 ↗
JNL/First Sentier Global Infrastructure Fund JNL Series Trust 167,13914.4M $3.18 %0.07 %as of Jun 30, 2026 ↗
Invesco Equally-Weighted S&P 500 Fund AIM Counselor Series Trust (Invesco Counselor Series Trust) 165,94113.6M $0.19 %0.07 %as of May 31, 2026 ↗
Duff & Phelps Utility & Infrastructure Fund Inc. Duff & Phelps Utility & Infrastructure Fund Inc. 163,00013.5M $2.32 %0.07 %as of Jul 31, 2026 ↗
iShares Russell 1000 ETF iShares Trust 161,08813.9M $0.03 %0.07 %as of Jun 30, 2026 ↗
Nuveen Real Asset Income Fund Nuveen Investment Funds, Inc. 158,67113.7M $1.14 %0.07 %as of Jun 30, 2026 ↗
Invesco V.I. Comstock Fund AIM Variable Insurance Funds (Invesco Variable Insurance Funds) 157,77613.6M $0.89 %0.07 %as of Jun 30, 2026 ↗

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Funds that publish their own holdings

FundWeight in fund
Fidelity Funds - Global Low Volatility Equity Fund FIL Investment Management (Luxembourg) S.A. 0.80 %as of Apr 30, 2025 ↗
Pictet - USA Index Pictet Asset Management (Europe) S.A. 0.03 %as of Sep 30, 2025 ↗

The funds most exposed to it

The weight is the share of a fund's net assets. The holders table ranks funds by number of shares. This one ranks them by the weight of the company in each fund.

FundWeight in fund
ICON EQUITY INCOME FUND SCM Trust 5.61 %as of Jun 30, 2026 ↗
Franklin Utilities Fund Franklin Custodian Funds 4.69 %as of Jun 30, 2026 ↗
ICON UTILITIES AND INCOME FUND SCM Trust 4.55 %as of Jun 30, 2026 ↗
TSW Large Cap Value Fund Perpetual Americas Funds Trust 4.10 %as of Jun 30, 2026 ↗
First Sentier American Listed Infrastructure Fund Datum One Series Trust 3.88 %as of Jun 30, 2026 ↗
Invesco Dorsey Wright Utilities Momentum ETF Invesco Exchange-Traded Fund Trust 3.82 %as of Jul 31, 2026 ↗
The Gabelli Utilities Fund Gabelli Utilities Fund 3.79 %as of Jun 30, 2026 ↗
NYLIM VP CBRE Global Infrastructure Portfolio NYLIM VP FUNDS TRUST 3.61 %as of Jun 30, 2026 ↗
NYLIM CBRE Global Infrastructure Fund NYLIM FUNDS TRUST 3.48 %as of Jul 31, 2026 ↗
Cohen & Steers Infrastructure Opportunities Active ETF Cohen & Steers ETF Trust 3.47 %as of Jun 30, 2026 ↗

Quarter after quarter

Each row is one quarter of SEC filings, newest first. The change compares each quarter with the one before.

QuarterShareholdersChangeSharesChange
2026Q3691-1102,907,446-1.3 %
2026Q2692+17104,253,580+3.0 %
2026Q1675-30101,168,998-3.7 %
2025Q4705+11105,001,961+1.4 %
2025Q3694+15103,534,029+4.7 %
2025Q2679+6398,919,976+8.9 %
2025Q1616-1090,803,562+1.7 %
2024Q4626+889,320,498+3.0 %
2024Q3618+786,690,563-0.7 %
2024Q2611-1287,277,371+7.4 %
2024Q1623-2281,290,136-8.0 %
2023Q464588,336,841

Institutional managers

902 managers declare this company to the SEC (Form 13F). The table shows the 25 largest.

ManagerSharesValue
BlackRock, Inc.25,483,0102.1B $as of Mar 31, 2026
STATE STREET CORP16,457,6171.3B $as of Mar 31, 2026
FMR LLC9,959,010815.8M $as of Mar 31, 2026
Invesco Ltd.7,422,206608M $as of Mar 31, 2026
GEODE CAPITAL MANAGEMENT, LLC6,533,964533.4M $as of Mar 31, 2026
FRANKLIN RESOURCES INC6,222,045509.7M $as of Mar 31, 2026
MORGAN STANLEY4,773,108391M $as of Mar 31, 2026
FEDERATED HERMES, INC.3,711,940304.1M $as of Mar 31, 2026
JPMORGAN CHASE & CO3,020,857246.5M $as of Mar 31, 2026
AMERICAN CENTURY COMPANIES INC2,810,126230.2M $as of Mar 31, 2026
Bank of New York Mellon Corp2,724,410223.2M $as of Mar 31, 2026
NORTHERN TRUST CORP2,670,303218.8M $as of Mar 31, 2026
BANK OF AMERICA CORP /DE/2,659,114217.8M $as of Mar 31, 2026
Bluescape Energy Partners LLC2,657,473217.7M $as of Mar 31, 2026
Nuveen, LLC2,503,270205.1M $as of Mar 31, 2026
GOLDMAN SACHS GROUP INC2,473,098202.6M $as of Mar 31, 2026
Magellan Asset Management Ltd2,242,868183.7M $as of Mar 31, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC2,231,787182.8M $as of Mar 31, 2026
COHEN & STEERS, INC.2,169,187177.7K $as of Mar 31, 2026
TRUIST FINANCIAL CORP1,908,444156.3M $as of Mar 31, 2026
MASSACHUSETTS FINANCIAL SERVICES CO /MA/1,902,002158.8M $as of Mar 31, 2026
Mitsubishi UFJ Trust & Banking Corp1,829,131149.8M $as of Mar 31, 2026
CITADEL ADVISORS LLC1,813,026148.5M $as of Mar 31, 2026
DUFF & PHELPS INVESTMENT MANAGEMENT CO1,655,860135.6M $as of Mar 31, 2026
Legal & General Group Plc1,646,473134.9M $as of Mar 31, 2026

Declared shareholders of Evergy Inc

There is 1 beneficial ownership filing. These stakes do not add up. An asset manager that files includes its own funds, which already appear among the funds on this page.

ShareholderDeclared stakeShares
Vanguard Portfolio Management 4.94 %11,355,179as of Jun 30, 2026 · SCHEDULE 13G

Funds holding the debt of Evergy Inc

207 funds declare 253 bond lines of this company. The table shows the 25 largest holdings. The amount is the one the fund files. It is not a share of the debt, because no regulator publishes the amount outstanding in open access.

FundBond linesValue
Calamos Market Neutral Income Fund182.1M $as of Jul 31, 2026
VANGUARD TOTAL BOND MARKET INDEX FUND334.7M $as of Jun 30, 2026
iShares Convertible Bond ETF134.1M $as of Jul 31, 2026
VANGUARD SHORT-TERM CORPORATE BOND INDEX FUND333.6M $as of May 31, 2026
LORD ABBETT BOND DEBENTURE FUND INC132.8M $as of Jun 30, 2026
VANGUARD TOTAL BOND MARKET II INDEX FUND330.5M $as of Jun 30, 2026
JPMorgan Ultra-Short Income ETF128.1M $as of May 31, 2026
State Street(R) SPDR(R) Bloomberg Convertible Securities ETF124.1M $as of Jun 30, 2026
Cohen & Steers Preferred Securities & Income Fund, Inc.121.6M $as of Jun 30, 2026
VANGUARD SHORT-TERM INVESTMENT-GRADE FUND117M $as of Jul 31, 2026
Cohen & Steers Short Duration Preferred & Income Fund,Inc.215.8M $as of Jul 31, 2026
VANGUARD SHORT-TERM BOND INDEX FUND312.6M $as of Jun 30, 2026
Baird Short-Term Bond Fund110.7M $as of Jun 30, 2026
Inspire Corporate Bond ETF19.7M $as of May 31, 2026
iShares 1-5 Year Investment Grade Corporate Bond ETF39.5M $as of May 31, 2026
Fidelity Convertible Securities Fund19.4M $as of May 31, 2026
iShares iBonds Dec 2029 Term Corporate ETF28.5M $as of Jul 31, 2026
JPMorgan Core Bond Fund17.5M $as of May 31, 2026
BNY Mellon Core Plus Fund27.1M $as of Jul 31, 2026
iShares Core U.S. Aggregate Bond ETF37.1M $as of May 31, 2026
Cohen & Steers Real Assets Fund, Inc.25.4M $as of Jun 30, 2026
Invesco Variable Rate Preferred ETF15.3M $as of May 31, 2026
Invesco BulletShares 2029 Corporate Bond ETF15.2M $as of May 31, 2026
PIMCO Total Return Portfolio15M $as of Jun 30, 2026
Principal Spectrum Preferred Securities Active ETF14.9M $as of Jun 30, 2026
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Titelia. "Fund shareholders of Evergy Inc". https://titelia.com/en/stocks/evergy-inc-US30034W1062