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
Duff & Phelps Utility & Infrastructure Fund Inc. Duff & Phelps Utility & Infrastructure Fund Inc. 163,00013.5M $2.21 %0.07 %as of Apr 30, 2026 ↗
John Hancock Multifactor Mid Cap ETF John Hancock Exchange-Traded Fund Trust 160,75913.2M $0.27 %0.07 %as of Mar 31, 2026 ↗
Invesco V.I. Comstock Fund AIM Variable Insurance Funds (Invesco Variable Insurance Funds) 159,46013.1M $0.91 %0.07 %as of Mar 31, 2026 ↗
JPMorgan U.S. Quality Factor ETF J.P. Morgan Exchange-Traded Fund Trust 158,31613.1M $0.18 %0.07 %as of Apr 30, 2026 ↗
iShares MSCI USA Momentum Factor ETF iShares Trust 157,69613.1M $0.05 %0.07 %as of Apr 30, 2026 ↗
JNL/First Sentier Global Infrastructure Fund JNL Series Trust 154,04712.6M $2.64 %0.07 %as of Mar 31, 2026 ↗
State Farm Growth Fund Advisers Investment Trust 151,40012.4M $0.14 %0.07 %as of Mar 31, 2026 ↗
MFS Core Equity Fund MFS SERIES TRUST I 149,20112.5M $0.20 %0.06 %as of Feb 28, 2026 ↗
Meridian Contrarian Fund Meridian Fund Inc 148,00012.1M $2.06 %0.06 %as of Mar 31, 2026 ↗
BlackRock Mid-Cap Value Fund BlackRock Mid-Cap Value Series, Inc. 147,99312.3M $1.17 %0.06 %as of Apr 30, 2026 ↗
Victory Market Neutral Income Fund Victory Portfolios II 147,55012.1M $0.41 %0.06 %as of Mar 31, 2026 ↗
Fidelity Advisor Mid Cap II Fund Fidelity Advisor Series I 146,80012M $0.72 %0.06 %as of Mar 31, 2026 ↗
T. Rowe Price Equity Index 500 Fund T. ROWE PRICE INDEX TRUST, INC. 145,78511.9M $0.03 %0.06 %as of Mar 31, 2026 ↗
1290 VT GAMCO Small Company Value Portfolio EQ Advisors Trust 145,50011.9M $0.31 %0.06 %as of Mar 31, 2026 ↗
VictoryShares US EQ Income Enhanced Volatility Wtd ETF Victory Portfolios II 145,29311.9M $1.65 %0.06 %as of Mar 31, 2026 ↗
Global X Adaptive U.S. Factor ETF GLOBAL X FUNDS 144,95912.1M $1.44 %0.06 %as of Feb 28, 2026 ↗
Mid Cap Value Portfolio NORTHWESTERN MUTUAL SERIES FUND INC 139,01111.4M $1.72 %0.06 %as of Mar 31, 2026 ↗
Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST 136,49611.3M $0.03 %0.06 %as of Apr 30, 2026 ↗
Large Cap Index Master Portfolio Master Investment Portfolio 136,09111.1M $0.03 %0.06 %as of Mar 31, 2026 ↗
Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST 135,35711.3M $0.03 %0.06 %as of Feb 28, 2026 ↗
VANGUARD RUSSELL 1000 VALUE INDEX FUND VANGUARD SCOTTSDALE FUNDS 134,04011.2M $0.06 %0.06 %as of Feb 28, 2026 ↗
VIP Utilities Portfolio Variable Insurance Products Fund IV 133,93911M $3.05 %0.06 %as of Mar 31, 2026 ↗
FlexShares Quality Dividend Index Fund FlexShares Trust 133,65011.1M $0.52 %0.06 %as of Apr 30, 2026 ↗
Fidelity Nasdaq Composite Index Fund Fidelity Concord Street Trust 133,25011.1M $0.05 %0.06 %as of Feb 28, 2026 ↗
EQ/American Century Mid Cap Value Portfolio EQ Advisors Trust 131,35410.8M $1.72 %0.06 %as of Mar 31, 2026 ↗
JNL/MFS Mid Cap Value Fund JNL Series Trust 128,33910.5M $0.57 %0.06 %as of Mar 31, 2026 ↗
VANGUARD LARGE-CAP INDEX FUND VANGUARD INDEX FUNDS 128,12610.5M $0.02 %0.06 %as of Mar 31, 2026 ↗
Strategic Advisers U.S. Total Stock Fund Fidelity Rutland Square Trust II 127,20010.6M $0.01 %0.06 %as of Feb 28, 2026 ↗
Disciplined Value Fund American Century Quantitative Equity Funds, Inc. 126,08310.3M $0.55 %0.05 %as of Mar 31, 2026 ↗
LVIP American Century Value Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 125,35710.3M $1.12 %0.05 %as of Mar 31, 2026 ↗
JNL/Mellon Utilities Sector Fund JNL Series Trust 124,35510.2M $1.19 %0.05 %as of Mar 31, 2026 ↗
Victory Growth & Income Fund Victory Portfolios III 124,06310.3M $0.47 %0.05 %as of Apr 30, 2026 ↗
VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS 122,79010.1M $0.02 %0.05 %as of Mar 31, 2026 ↗
Schwab U.S. Large-Cap Value ETF SCHWAB STRATEGIC TRUST 121,73610.2M $0.07 %0.05 %as of Feb 28, 2026 ↗
Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust 119,3599.9M $0.03 %0.05 %as of Apr 30, 2026 ↗
Touchstone Funds Group Trust-Touchstone Mid Cap Value Fund Touchstone Funds Group Trust 119,0449.8M $1.73 %0.05 %as of Mar 31, 2026 ↗
Multi-Manager Global Listed Infrastructure Fund Northern Funds 118,6349.7M $0.96 %0.05 %as of Mar 31, 2026 ↗
College Retirement Equities Fund - S&P 500 Index Account College Retirement Equities Fund 112,1199.2M $0.04 %0.05 %as of Mar 31, 2026 ↗
First Trust Large Cap Value AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund 110,5369.2M $0.70 %0.05 %as of Apr 30, 2026 ↗
Global X U.S. Electrification ETF GLOBAL X FUNDS 108,9679M $1.98 %0.05 %as of Apr 30, 2026 ↗
Tortoise Energy Fund Tortoise Capital Series Trust 106,0398.9M $1.60 %0.05 %as of Feb 28, 2026 ↗
VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS 105,2818.6M $0.03 %0.05 %as of Mar 31, 2026 ↗
Transamerica Small/Mid Cap Value TRANSAMERICA FUNDS 104,2008.6M $1.32 %0.05 %as of Apr 30, 2026 ↗
Invesco NASDAQ Next Gen 100 ETF Invesco Exchange-Traded Fund Trust II 102,5928.6M $0.95 %0.04 %as of Feb 28, 2026 ↗
Six Circles Managed Equity Portfolio U.S. Unconstrained Fund SIX CIRCLES TRUST 100,4218.2M $0.03 %0.04 %as of Mar 31, 2026 ↗
Integrity Dividend Harvest Fund INTEGRITY FUNDS 100,0008.3M $1.17 %0.04 %as of Apr 30, 2026 ↗
FT Energy Income Partners Enhanced Income ETF First Trust Exchange-Traded Fund VIII 99,3198.3M $0.79 %0.04 %as of Feb 28, 2026 ↗
LVIP American Century Mid Cap Value Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 99,2238.1M $1.80 %0.04 %as of Mar 31, 2026 ↗
Fidelity Advisor Diversified Stock Fund Fidelity Destiny Portfolios 99,1008.1M $0.22 %0.04 %as of Mar 31, 2026 ↗
PIMCO RAE US Fund PIMCO Equity Series 98,4688.1M $0.65 %0.04 %as of Mar 31, 2026 ↗
Fidelity Large Cap Value Index Fund Fidelity Salem Street Trust 93,6047.8M $0.06 %0.04 %as of Apr 30, 2026 ↗
Nuveen Large Cap Value Index Fund TIAA-CREF Funds 88,2757.3M $0.06 %0.04 %as of Apr 30, 2026 ↗
Schwab Fundamental U.S. Large Company Index Fund SCHWAB CAPITAL TRUST 87,7707.3M $0.06 %0.04 %as of Apr 30, 2026 ↗
Fidelity Enhanced Mid Cap ETF Fidelity Covington Trust 87,3407.2M $0.12 %0.04 %as of Mar 31, 2026 ↗
State Street Equity 500 Index II Portfolio STATE STREET INSTITUTIONAL INVESTMENT TRUST 85,6997M $0.03 %0.04 %as of Mar 31, 2026 ↗
Tortoise Electrification Infrastructure ETF Tortoise Capital Series Trust 84,4997.1M $5.01 %0.04 %as of Feb 28, 2026 ↗
Transamerica Small/Mid Cap Value VP TRANSAMERICA SERIES TRUST 83,7016.9M $1.30 %0.04 %as of Mar 31, 2026 ↗
Vaughan Nelson Mid Cap Fund Natixis Funds Trust II 83,5656.8M $3.67 %0.04 %as of Mar 31, 2026 ↗
NVIT BlackRock Equity Dividend Fund Nationwide Variable Insurance Trust 83,1856.8M $1.21 %0.04 %as of Mar 31, 2026 ↗
Franklin U.S. Low Volatility High Dividend Index ETF Legg Mason ETF Investment Trust 82,4786.8M $1.11 %0.04 %as of Mar 31, 2026 ↗
FT Energy Income Partners Strategy ETF First Trust Exchange-Traded Fund IV 80,1506.6M $1.25 %0.03 %as of Apr 30, 2026 ↗
Fidelity Series Large Cap Value Index Fund Fidelity Salem Street Trust 79,3136.6M $0.06 %0.03 %as of Apr 30, 2026 ↗
LVIP American Century Select Mid Cap Managed Volatility Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 76,2176.2M $1.43 %0.03 %as of Mar 31, 2026 ↗
iShares MSCI ACWI ETF iShares Trust 76,0436.3M $0.02 %0.03 %as of Apr 30, 2026 ↗
VictoryShares US Large Cap High Div Volatility Wtd ETF Victory Portfolios II 75,7556.2M $1.65 %0.03 %as of Mar 31, 2026 ↗
AQR Managed Futures Strategy Fund AQR Funds 74,5936.1M $0.20 %0.03 %as of Mar 31, 2026 ↗
Dimensional U.S. Equity Market ETF Dimensional ETF Trust 73,5056.1M $0.03 %0.03 %as of Apr 30, 2026 ↗
Schwab 1000 Index Fund SCHWAB INVESTMENTS 73,3156.1M $0.03 %0.03 %as of Apr 30, 2026 ↗
VIP Index 500 Portfolio Variable Insurance Products Fund II 72,6626M $0.03 %0.03 %as of Mar 31, 2026 ↗
iShares Large Cap Value Active ETF BlackRock ETF Trust 71,0185.9M $1.86 %0.03 %as of Apr 30, 2026 ↗
Columbia Research Enhanced Core ETF Columbia ETF Trust I 70,8195.9M $0.11 %0.03 %as of Apr 30, 2026 ↗
Avantis U.S. Equity ETF American Century ETF Trust 69,6625.8M $0.05 %0.03 %as of Feb 28, 2026 ↗
Stock Index Fund Northern Funds 68,3905.6M $0.03 %0.03 %as of Mar 31, 2026 ↗
JNL/Mellon S&P 500 Index Fund JNL Series Trust 67,1955.5M $0.03 %0.03 %as of Mar 31, 2026 ↗
Invesco RAFI US 1000 ETF Invesco Exchange-Traded Fund Trust 67,1235.6M $0.06 %0.03 %as of Apr 30, 2026 ↗
WisdomTree U.S. LargeCap Dividend Fund WisdomTree Trust 65,2375.3M $0.09 %0.03 %as of Mar 31, 2026 ↗
Timothy Plan High Dividend Stock ETF Timothy Plan 65,1785.3M $1.57 %0.03 %as of Mar 31, 2026 ↗
CRM MID CAP VALUE FUND CRM Mutual Fund Trust 65,1465.4M $2.04 %0.03 %as of Apr 30, 2026 ↗
Fidelity ZERO Large Cap Index Fund Fidelity Concord Street Trust 63,9045.3M $0.03 %0.03 %as of Apr 30, 2026 ↗
State Street(R) SPDR(R) Russell 1000 Yield Focus ETF SPDR SERIES TRUST 63,5665.2M $0.61 %0.03 %as of Mar 31, 2026 ↗
ActivePassive U.S. Equity ETF Trust for Professional Managers 63,0635.3M $0.23 %0.03 %as of Feb 28, 2026 ↗
iShares Russell 3000 ETF iShares Trust 62,6105.1M $0.03 %0.03 %as of Mar 31, 2026 ↗
MOA MID CAP VALUE FUND MoA Funds Corp 62,2385.1M $2.75 %0.03 %as of Mar 31, 2026 ↗
JPMorgan U.S. Momentum Factor ETF J.P. Morgan Exchange-Traded Fund Trust 60,9165M $0.23 %0.03 %as of Apr 30, 2026 ↗
HCM Sector Plus Fund NORTHERN LIGHTS FUND TRUST III 60,7415M $0.27 %0.03 %as of Mar 31, 2026 ↗
JPMorgan Income Builder Fund JPMorgan Trust I 60,6385M $0.06 %0.03 %as of Apr 30, 2026 ↗
Transamerica TSW Mid Cap Value Opportunities VP TRANSAMERICA SERIES TRUST 60,4004.9M $2.20 %0.03 %as of Mar 31, 2026 ↗
First Trust Large Cap Core AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund 59,9855M $0.33 %0.03 %as of Apr 30, 2026 ↗
Transamerica Multi-Asset Income TRANSAMERICA FUNDS 59,3004.9M $0.56 %0.03 %as of Apr 30, 2026 ↗
Fidelity SAI U.S. Large Cap Index Fund Fidelity Salem Street Trust 58,2944.8M $0.03 %0.03 %as of Apr 30, 2026 ↗
Destinations Equity Income Fund Brinker Capital Destinations Trust 57,8254.8M $0.93 %0.03 %as of Feb 28, 2026 ↗
THRIVENT GLOBAL STOCK FUND Thrivent Mutual Funds 57,1124.7M $0.19 %0.02 %as of Apr 30, 2026 ↗
FlexShares US Quality Large Cap Index Fund FlexShares Trust 54,6004.5M $0.50 %0.02 %as of Apr 30, 2026 ↗
Victory 500 Index Fund Victory Portfolios III 53,2614.4M $0.03 %0.02 %as of Apr 30, 2026 ↗
VANGUARD S&P 500 VALUE INDEX FUND VANGUARD ADMIRAL FUNDS 52,7564.4M $0.07 %0.02 %as of Feb 28, 2026 ↗
U.S. LARGE COMPANY PORTFOLIO DIMENSIONAL INVESTMENT GROUP INC 52,2424.3M $0.03 %0.02 %as of Apr 30, 2026 ↗
Thrivent Mid Cap Value ETF Thrivent ETF Trust 52,1084.3M $1.50 %0.02 %as of Mar 31, 2026 ↗
Nuveen S&P 500 Index Fund TIAA-CREF Funds 51,8034.3M $0.03 %0.02 %as of Apr 30, 2026 ↗
EQUITY INDEX PORTFOLIO VANGUARD VARIABLE INSURANCE FUNDS 51,4934.2M $0.03 %0.02 %as of Mar 31, 2026 ↗
CRM SMALL/MID CAP VALUE FUND CRM Mutual Fund Trust 51,2664.2M $2.79 %0.02 %as of Apr 30, 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