Titelia

Fund shareholders of Evergy Inc

ISIN US30034W1062 · United States · LEI 549300PGTHDQY6PSUI61

Fund shareholders
702
Of which ETFs
214 488 other funds
Value held
8.6B $ 6.4M € · 1.2M SEK
Share of capital
45.2 % of 230.6M shares on Jul 31, 2026

702 funds hold this company. This table lists the 700 that declare it in a regulatory filing. The other 2 publish their holdings in their own reports. They are not in the table.

FundSharesValueWeight in fundShare of capital
VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS 6,914,698566.5M $0.03 %3.00 %as of Mar 31, 2026 ↗
VANGUARD 500 INDEX FUND VANGUARD INDEX FUNDS 5,849,720479.2M $0.03 %2.54 %as of Mar 31, 2026 ↗
Franklin Utilities Fund Franklin Custodian Funds 4,150,000340M $4.39 %1.80 %as of Mar 31, 2026 ↗
State Street(R) Utilities Select Sector SPDR(R) ETF SELECT SECTOR SPDR TRUST 3,949,512323.5M $1.33 %1.71 %as of Mar 31, 2026 ↗
Federated Hermes Strategic Value Dividend Fund Federated Hermes Equity Funds 3,459,250286.6M $3.01 %1.50 %as of Apr 30, 2026 ↗
iShares Core S&P 500 ETF iShares Trust 2,960,527242.5M $0.03 %1.28 %as of Mar 31, 2026 ↗
Fidelity 500 Index Fund Fidelity Concord Street Trust 2,929,762245.1M $0.03 %1.27 %as of Feb 28, 2026 ↗
BlackRock Equity Dividend Fund BlackRock Equity Dividend Fund 2,687,597222.6M $1.13 %1.17 %as of Apr 30, 2026 ↗
VANGUARD SMALL-CAP INDEX FUND VANGUARD INDEX FUNDS 2,516,248206.1M $0.13 %1.09 %as of Mar 31, 2026 ↗
VANGUARD MID-CAP INDEX FUND VANGUARD INDEX FUNDS 2,356,601193.1M $0.10 %1.02 %as of Mar 31, 2026 ↗
Strategic Advisers Fidelity U.S. Total Stock Fund Fidelity Rutland Square Trust II 2,157,490180.5M $0.08 %0.94 %as of Feb 28, 2026 ↗
State Street(R) SPDR(R) S&P(R) Dividend ETF SPDR SERIES TRUST 2,144,817175.7M $0.85 %0.93 %as of Mar 31, 2026 ↗
Invesco S&P 500 Equal Weight ETF Invesco Exchange-Traded Fund Trust 2,082,209172.5M $0.20 %0.90 %as of Apr 30, 2026 ↗
VANGUARD SMALL-CAP VALUE INDEX FUND VANGUARD INDEX FUNDS 1,602,381131.3M $0.22 %0.69 %as of Mar 31, 2026 ↗
VANGUARD UTILITIES INDEX FUND VANGUARD WORLD FUND 1,566,401131M $1.19 %0.68 %as of Feb 28, 2026 ↗
Select Utilities Portfolio Fidelity Select Portfolios 1,483,954124.1M $3.04 %0.64 %as of Feb 28, 2026 ↗
Invesco Comstock Fund AIM Sector Funds (Invesco Sector Funds) 1,461,052121M $0.84 %0.63 %as of Apr 30, 2026 ↗
VANGUARD INSTITUTIONAL INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS 1,298,118106.3M $0.03 %0.56 %as of Mar 31, 2026 ↗
Invesco S&P 500 Low Volatility ETF Invesco Exchange-Traded Fund Trust II 1,272,417106.5M $1.29 %0.55 %as of Feb 28, 2026 ↗
Mid Cap Value Fund American Century Capital Portfolios, Inc. 1,268,506103.9M $1.86 %0.55 %as of Mar 31, 2026 ↗
College Retirement Equities Fund - Total Global Stock Account College Retirement Equities Fund 1,185,75497.1M $0.08 %0.51 %as of Mar 31, 2026 ↗
State Street(R) SPDR(R) Portfolio S&P 500(R) High Dividend ETF SPDR SERIES TRUST 1,125,12192.2M $1.31 %0.49 %as of Mar 31, 2026 ↗
MFS Mid Cap Value Fund MFS SERIES TRUST XI 1,102,63290.3M $0.56 %0.48 %as of Mar 31, 2026 ↗
VANGUARD VALUE INDEX FUND VANGUARD INDEX FUNDS 1,009,55482.7M $0.04 %0.44 %as of Mar 31, 2026 ↗
PGIM Jennison Utility Fund Prudential Sector Funds, Inc. 992,50383M $2.32 %0.43 %as of Feb 27, 2026 ↗
VANGUARD HIGH DIVIDEND YIELD INDEX FUND VANGUARD WHITEHALL FUNDS 907,17375.2M $0.08 %0.39 %as of Apr 30, 2026 ↗
iShares Russell Mid-Cap ETF iShares Trust 878,49672M $0.15 %0.38 %as of Mar 31, 2026 ↗
Fidelity Series Stock Selector Large Cap Value Fund Fidelity Devonshire Trust 877,70072.7M $0.46 %0.38 %as of Apr 30, 2026 ↗
Fidelity Mid Cap Index Fund Fidelity Salem Street Trust 852,59770.6M $0.14 %0.37 %as of Apr 30, 2026 ↗
First Trust North American Energy Infrastructure Fund First Trust Exchange-Traded Fund IV 791,55465.6M $1.61 %0.34 %as of Apr 30, 2026 ↗
The Gabelli Utilities Fund Gabelli Utilities Fund 788,50764.6M $3.65 %0.34 %as of Mar 31, 2026 ↗
VANGUARD MID-CAP VALUE INDEX FUND VANGUARD INDEX FUNDS 709,40658.1M $0.17 %0.31 %as of Mar 31, 2026 ↗
VIP Mid Cap Portfolio Variable Insurance Products Fund III 703,70057.6M $0.72 %0.31 %as of Mar 31, 2026 ↗
Bridge Builder Small/Mid Cap Value Fund Bridge Builder Trust 693,60556.8M $0.63 %0.30 %as of Mar 31, 2026 ↗
iShares Core Dividend Growth ETF iShares Trust 675,09155.9M $0.14 %0.29 %as of Apr 30, 2026 ↗
Invesco S&P 500 High Dividend Low Volatility ETF Invesco Exchange-Traded Fund Trust II 661,63455.4M $1.61 %0.29 %as of Feb 28, 2026 ↗
Fidelity Equity Dividend Income Fund Fidelity Financial Trust 656,90055M $0.67 %0.28 %as of Feb 28, 2026 ↗
Franklin Equity Income Fund Franklin Investors Securities Trust 640,00053M $1.10 %0.28 %as of Apr 30, 2026 ↗
Schwab U.S. Mid-Cap ETF SCHWAB STRATEGIC TRUST 622,69952.1M $0.38 %0.27 %as of Feb 28, 2026 ↗
NYLI CBRE Global Infrastructure Fund NEW YORK LIFE INVESTMENTS FUNDS TRUST 620,47151.4M $3.00 %0.27 %as of Apr 30, 2026 ↗
VANGUARD EQUITY INCOME FUND VANGUARD FENWAY FUNDS 619,41850.7M $0.08 %0.27 %as of Mar 31, 2026 ↗
Carillon Scout Mid Cap Fund Carillon Series Trust 578,64147.4M $1.27 %0.25 %as of Mar 31, 2026 ↗
VANGUARD STRATEGIC EQUITY FUND VANGUARD HORIZON FUNDS 543,80644.5M $0.44 %0.24 %as of Mar 31, 2026 ↗
iShares Russell 1000 Value ETF iShares Trust 527,77843.2M $0.06 %0.23 %as of Mar 31, 2026 ↗
Schwab S&P 500 Index Fund SCHWAB CAPITAL TRUST 507,34442M $0.03 %0.22 %as of Apr 30, 2026 ↗
iShares Core High Dividend ETF iShares Trust 500,02441.4M $0.31 %0.22 %as of Apr 30, 2026 ↗
State Street(R) SPDR(R) Portfolio S&P 500(R) ETF SPDR SERIES TRUST 484,05839.7M $0.03 %0.21 %as of Mar 31, 2026 ↗
Fidelity Telecom and Utilities Fund Fidelity Select Portfolios 456,30037.8M $2.50 %0.20 %as of Apr 30, 2026 ↗
College Retirement Equities Fund - Global Equities Account College Retirement Equities Fund 437,46735.8M $0.11 %0.19 %as of Mar 31, 2026 ↗
Fidelity Total Market Index Fund Fidelity Concord Street Trust 429,74036M $0.03 %0.19 %as of Feb 28, 2026 ↗
First Trust Value Line Dividend Index Fund First Trust Exchange-Traded Fund 426,95835M $0.43 %0.19 %as of Mar 31, 2026 ↗
iShares S&P 500 Value ETF iShares Trust 397,68132.6M $0.07 %0.17 %as of Mar 31, 2026 ↗
Franklin Mutual Quest Fund Franklin Mutual Series Funds 382,45231.3M $1.19 %0.17 %as of Mar 31, 2026 ↗
Fidelity Balanced Fund Fidelity Puritan Trust 372,93431.2M $0.05 %0.16 %as of Feb 28, 2026 ↗
First Trust Utilities AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund 363,95930.2M $3.36 %0.16 %as of Apr 30, 2026 ↗
First Trust Morningstar Dividend Leaders Index Fund First Trust Exchange-Traded Fund 358,30629.4M $0.40 %0.16 %as of Mar 31, 2026 ↗
Fidelity MSCI Utilities Index ETF FIDELITY COVINGTON TRUST 352,71929.2M $1.19 %0.15 %as of Apr 30, 2026 ↗
ALPS Sector Dividend Dogs ETF ALPS ETF TRUST 341,16828.5M $2.06 %0.15 %as of Feb 28, 2026 ↗
Fidelity Series Total Market Index Fund Fidelity Concord Street Trust 340,87628.5M $0.03 %0.15 %as of Feb 28, 2026 ↗
NYLIM VP Fidelity Institutional AM Utilities Portfolio NEW YORK LIFE INVESTMENTS VP FUNDS TRUST 338,30027.7M $3.16 %0.15 %as of Mar 31, 2026 ↗
Fidelity SAI U.S. Low Volatility Index Fund Fidelity Salem Street Trust 334,35427.7M $0.13 %0.15 %as of Apr 30, 2026 ↗
iShares Russell Mid-Cap Value ETF iShares Trust 332,14127.2M $0.19 %0.14 %as of Mar 31, 2026 ↗
Fidelity Puritan Fund Fidelity Puritan Trust 331,25427.7M $0.09 %0.14 %as of Feb 28, 2026 ↗
THRIVENT LARGE CAP VALUE PORTFOLIO Thrivent Series Fund, Inc. 320,21926.2M $0.77 %0.14 %as of Mar 31, 2026 ↗
THRIVENT LARGE CAP VALUE FUND Thrivent Mutual Funds 315,86626.2M $0.74 %0.14 %as of Apr 30, 2026 ↗
iShares Core S&P Total U.S. Stock Market ETF iShares Trust 290,14423.8M $0.03 %0.13 %as of Mar 31, 2026 ↗
Victory Income Stock Fund Victory Portfolios III 284,65623.6M $0.88 %0.12 %as of Apr 30, 2026 ↗
State Street(R) SPDR(R) Portfolio S&P 500(R) Value ETF SPDR SERIES TRUST 271,05322.2M $0.07 %0.12 %as of Mar 31, 2026 ↗
Franklin Mutual U.S. Mid Cap Value Fund Franklin Value Investors Trust 253,76721M $2.74 %0.11 %as of Apr 30, 2026 ↗
Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF Goldman Sachs ETF Trust 243,17720.3M $0.14 %0.11 %as of Feb 28, 2026 ↗
Value Fund American Century Capital Portfolios, Inc. 237,93519.5M $1.11 %0.10 %as of Mar 31, 2026 ↗
Schwab U.S. Large-Cap ETF SCHWAB STRATEGIC TRUST 237,69119.9M $0.03 %0.10 %as of Feb 28, 2026 ↗
BlackRock High Equity Income Fund BlackRock Funds 233,37819.5M $0.94 %0.10 %as of Feb 27, 2026 ↗
iShares MSCI USA Value Factor ETF iShares Trust 231,85619.2M $0.16 %0.10 %as of Apr 30, 2026 ↗
BlackRock Multi-Asset Income Portfolio BlackRock Funds II 231,50319.2M $0.18 %0.10 %as of Apr 30, 2026 ↗
Invesco S&P 500 Equal Weight Utilities ETF Invesco Exchange-Traded Fund Trust 230,05219.1M $3.25 %0.10 %as of Apr 30, 2026 ↗
iShares U.S. Infrastructure ETF iShares Trust 227,38418.6M $0.50 %0.10 %as of Mar 31, 2026 ↗
iShares U.S. Utilities ETF iShares Trust 223,31418.5M $1.14 %0.10 %as of Apr 30, 2026 ↗
Federated Hermes U.S. Strategic Dividend ETF Federated Hermes ETF Trust 222,07118.4M $2.45 %0.10 %as of Apr 30, 2026 ↗
Nomura Mid Cap Income Opportunities Fund IVY FUNDS 220,15618M $2.50 %0.10 %as of Mar 31, 2026 ↗
Transamerica Mid Cap Value Opportunities TRANSAMERICA FUNDS 218,10018.1M $2.23 %0.09 %as of Apr 30, 2026 ↗
U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 216,51317.9M $0.05 %0.09 %as of Apr 30, 2026 ↗
S&P 500 Index Master Portfolio Master Investment Portfolio 211,15317.3M $0.03 %0.09 %as of Mar 31, 2026 ↗
Cohen & Steers Global Infrastructure Fund Inc. COHEN & STEERS GLOBAL INFRASTRUCTURE FUND INC 209,07717.1M $1.56 %0.09 %as of Mar 31, 2026 ↗
LVIP BlackRock Dividend Value Managed Volatility Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 205,05016.8M $0.88 %0.09 %as of Mar 31, 2026 ↗
Invesco Comstock Portfolio Brighthouse Funds Trust I 204,63816.8M $0.93 %0.09 %as of Mar 31, 2026 ↗
Fidelity U.S. Equity Central Fund Fidelity Central Investment Portfolios LLC 204,20016.7M $0.08 %0.09 %as of Mar 31, 2026 ↗
Invesco S&P 500 Momentum ETF Invesco Exchange-Traded Fund Trust II 203,07317M $0.13 %0.09 %as of Feb 28, 2026 ↗
VANGUARD TOTAL WORLD STOCK INDEX FUND VANGUARD INTERNATIONAL EQUITY INDEX FUNDS 201,17316.7M $0.02 %0.09 %as of Apr 30, 2026 ↗
Nuveen Real Asset Income Fund Nuveen Investment Funds, Inc. 199,50516.3M $1.40 %0.09 %as of Mar 31, 2026 ↗
iShares Core S&P U.S. Value ETF iShares Trust 192,57915.8M $0.07 %0.08 %as of Mar 31, 2026 ↗
Schwab Fundamental U.S. Large Company ETF SCHWAB STRATEGIC TRUST 191,75716M $0.07 %0.08 %as of Feb 28, 2026 ↗
Nuveen Equity Index Fund TIAA-CREF Funds 190,71315.8M $0.03 %0.08 %as of Apr 30, 2026 ↗
WisdomTree U.S. Value Fund WisdomTree Trust 190,29015.6M $0.60 %0.08 %as of Mar 31, 2026 ↗
U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 184,14715.3M $0.04 %0.08 %as of Apr 30, 2026 ↗
Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust 183,49115.2M $0.03 %0.08 %as of Apr 30, 2026 ↗
Invesco Equally-Weighted S&P 500 Fund AIM Counselor Series Trust (Invesco Counselor Series Trust) 181,35115.2M $0.21 %0.08 %as of Feb 28, 2026 ↗
LVIP BlackRock Equity Dividend Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 175,48714.4M $1.21 %0.08 %as of Mar 31, 2026 ↗
CRM LONG/SHORT OPPORTUNITIES CRM Mutual Fund Trust 165,30613.7M $3.01 %0.07 %as of Apr 30, 2026 ↗
iShares Russell 1000 ETF iShares Trust 163,74013.4M $0.03 %0.07 %as of Mar 31, 2026 ↗

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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 5.47 %as of Mar 31, 2026 ↗
ICON UTILITIES AND INCOME FUND SCM Trust 5.11 %as of Mar 31, 2026 ↗
Tortoise Electrification Infrastructure ETF Tortoise Capital Series Trust 5.01 %as of Feb 28, 2026 ↗
Franklin Utilities Fund Franklin Custodian Funds 4.39 %as of Mar 31, 2026 ↗
TSW Large Cap Value Fund Perpetual Americas Funds Trust 3.88 %as of Mar 31, 2026 ↗
Vaughan Nelson Mid Cap Fund Natixis Funds Trust II 3.67 %as of Mar 31, 2026 ↗
The Gabelli Utilities Fund Gabelli Utilities Fund 3.65 %as of Mar 31, 2026 ↗
Saratoga Mid Capitalization Portfolio SARATOGA ADVANTAGE TRUST 3.49 %as of Feb 28, 2026 ↗
Cohen & Steers Infrastructure Opportunities Active ETF Cohen & Steers ETF Trust 3.45 %as of Mar 31, 2026 ↗
First Trust Utilities AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund 3.36 %as of Apr 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
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 are 2 beneficial ownership filings. 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 Capital Management 7.38 %16,956,757as of Mar 31, 2026 · SCHEDULE 13G
Vanguard Portfolio Management 5.35 %12,301,824as of Mar 31, 2026 · SCHEDULE 13G

Funds holding the debt of Evergy Inc

197 funds declare 236 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 Fund181.8M $as of Apr 30, 2026
VANGUARD TOTAL BOND MARKET INDEX FUND334.5M $as of Mar 31, 2026
LORD ABBETT BOND DEBENTURE FUND INC132.2M $as of Mar 31, 2026
VANGUARD TOTAL BOND MARKET II INDEX FUND330.5M $as of Mar 31, 2026
VANGUARD SHORT-TERM CORPORATE BOND INDEX FUND227.3M $as of Feb 28, 2026
iShares Convertible Bond ETF127M $as of Apr 30, 2026
Cohen & Steers Preferred Securities & Income Fund, Inc.121.3M $as of Mar 31, 2026
VANGUARD SHORT-TERM INVESTMENT-GRADE FUND120.5M $as of Apr 30, 2026
State Street(R) SPDR(R) Bloomberg Convertible Securities ETF120M $as of Mar 31, 2026
Cohen & Steers Low Duration Preferred and Income Fund, Inc.215.9M $as of Apr 30, 2026
VANGUARD SHORT-TERM BOND INDEX FUND312.4M $as of Mar 31, 2026
Baird Short-Term Bond Fund110.7M $as of Mar 31, 2026
Inspire Corporate Bond ETF110M $as of Feb 28, 2026
Fidelity Convertible Securities Fund19.4M $as of Feb 28, 2026
Allspring Core Plus Bond Fund19.1M $as of Feb 28, 2026
iShares iBonds Dec 2029 Term Corporate ETF27.7M $as of Apr 30, 2026
JPMorgan Core Bond Fund17.6M $as of Feb 28, 2026
iShares 1-5 Year Investment Grade Corporate Bond ETF27.6M $as of Feb 28, 2026
BNY Mellon Core Plus Fund27.5M $as of Apr 30, 2026
iShares Core U.S. Aggregate Bond ETF25.9M $as of Feb 28, 2026
Invesco BulletShares 2029 Corporate Bond ETF15.7M $as of Feb 28, 2026
Cohen & Steers Real Assets Fund, Inc.25.4M $as of Mar 31, 2026
JPMorgan Global Active Allocation Portfolio15.2M $as of Mar 31, 2026
PIMCO Total Return Portfolio15.1M $as of Mar 31, 2026
Spectrum Preferred and Capital Securities Income Fund14.9M $as of Feb 28, 2026
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Titelia. "Fund shareholders of Evergy Inc". https://titelia.com/en/stocks/evergy-inc-US30034W1062