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
Victory Market Neutral Income Fund Victory Portfolios II 157,62813.6M $0.42 %0.07 %as of Jun 30, 2026 ↗
JPMorgan U.S. Quality Factor ETF J.P. Morgan Exchange-Traded Fund Trust 156,95213M $0.16 %0.07 %as of Jul 31, 2026 ↗
State Farm Growth Fund Advisers Investment Trust 151,40013.1M $0.13 %0.07 %as of Jun 30, 2026 ↗
LVIP American Century Value Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 147,25412.7M $1.12 %0.06 %as of Jun 30, 2026 ↗
VANGUARD RUSSELL 1000 VALUE INDEX FUND VANGUARD SCOTTSDALE FUNDS 146,55312M $0.06 %0.06 %as of May 31, 2026 ↗
1290 VT GAMCO Small Company Value Portfolio EQ Advisors Trust 145,50012.6M $0.28 %0.06 %as of Jun 30, 2026 ↗
T. Rowe Price Equity Index 500 Fund T. ROWE PRICE INDEX TRUST, INC. 142,92012.4M $0.03 %0.06 %as of Jun 30, 2026 ↗
MFS Core Equity Fund MFS SERIES TRUST I 141,89611.6M $0.18 %0.06 %as of May 31, 2026 ↗
Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST 139,20011.6M $0.03 %0.06 %as of Jul 31, 2026 ↗
VictoryShares US EQ Income Enhanced Volatility Wtd ETF Victory Portfolios II 139,05612M $1.68 %0.06 %as of Jun 30, 2026 ↗
Fidelity Nasdaq Composite Index Fund Fidelity Concord Street Trust 138,53511.4M $0.04 %0.06 %as of May 31, 2026 ↗
Multi-Manager Global Listed Infrastructure Fund Northern Funds 138,01111.9M $1.21 %0.06 %as of Jun 30, 2026 ↗
Meridian Contrarian Fund Meridian Fund Inc 137,00011.8M $1.74 %0.06 %as of Jun 30, 2026 ↗
Mid Cap Value Portfolio NORTHWESTERN MUTUAL SERIES FUND INC 136,87111.8M $1.67 %0.06 %as of Jun 30, 2026 ↗
Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST 136,27311.2M $0.03 %0.06 %as of May 31, 2026 ↗
Large Cap Index Master Portfolio Master Investment Portfolio 136,09111.8M $0.03 %0.06 %as of Jun 30, 2026 ↗
iShares MSCI USA Value Factor ETF iShares Trust 130,62510.8M $0.12 %0.06 %as of Jul 31, 2026 ↗
EQ/American Century Mid Cap Value Portfolio EQ Advisors Trust 128,98711.1M $1.67 %0.06 %as of Jun 30, 2026 ↗
Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust 125,63410.4M $0.03 %0.05 %as of Jul 31, 2026 ↗
JNL/MFS Mid Cap Value Fund JNL Series Trust 124,48410.8M $0.54 %0.05 %as of Jun 30, 2026 ↗
Strategic Advisers U.S. Total Stock Fund Fidelity Rutland Square Trust II 123,10010.1M $0.01 %0.05 %as of May 31, 2026 ↗
VIP Utilities Portfolio Variable Insurance Products Fund IV 122,83910.6M $2.99 %0.05 %as of Jun 30, 2026 ↗
Disciplined Value Fund American Century Quantitative Equity Funds, Inc. 121,21510.5M $0.51 %0.05 %as of Jun 30, 2026 ↗
Invesco NASDAQ Next Gen 100 ETF Invesco Exchange-Traded Fund Trust II 118,7219.7M $0.88 %0.05 %as of May 31, 2026 ↗
VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS 118,27810.2M $0.02 %0.05 %as of Jun 30, 2026 ↗
Fidelity Advisor Diversified Stock Fund Fidelity Destiny Portfolios 117,60010.2M $0.24 %0.05 %as of Jun 30, 2026 ↗
Schwab U.S. Large-Cap Value ETF SCHWAB STRATEGIC TRUST 116,3109.5M $0.06 %0.05 %as of May 31, 2026 ↗
NVIT BlackRock Equity Dividend Fund Nationwide Variable Insurance Trust 112,5849.7M $1.51 %0.05 %as of Jun 30, 2026 ↗
JNL/Mellon Utilities Sector Fund JNL Series Trust 111,9049.7M $1.29 %0.05 %as of Jun 30, 2026 ↗
Touchstone Funds Group Trust-Touchstone Mid Cap Value Fund Touchstone Funds Group Trust 111,4599.6M $1.69 %0.05 %as of Jun 30, 2026 ↗
Global X U.S. Electrification ETF GLOBAL X FUNDS 111,0429.2M $2.00 %0.05 %as of Jul 31, 2026 ↗
Transamerica Small/Mid Cap Value TRANSAMERICA FUNDS 108,0009M $1.38 %0.05 %as of Jul 31, 2026 ↗
Dividend Value Fund VALIC Co I 107,6438.8M $0.97 %0.05 %as of May 31, 2026 ↗
VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS 104,6399M $0.03 %0.05 %as of Jun 30, 2026 ↗
Utilities Fund American Century Quantitative Equity Funds, Inc. 103,5879M $2.99 %0.04 %as of Jun 30, 2026 ↗
College Retirement Equities Fund - S&P 500 Index Account College Retirement Equities Fund 102,2718.8M $0.03 %0.04 %as of Jun 30, 2026 ↗
FT Energy Income Partners Enhanced Income ETF First Trust Exchange-Traded Fund VIII 100,7898.3M $0.79 %0.04 %as of May 31, 2026 ↗
Integrity Dividend Harvest Fund INTEGRITY FUNDS 100,0008.3M $1.03 %0.04 %as of Jul 31, 2026 ↗
Six Circles Managed Equity Portfolio U.S. Unconstrained Fund SIX CIRCLES TRUST 99,3248.6M $0.03 %0.04 %as of Jun 30, 2026 ↗
Fidelity Enhanced Mid Cap Core ETF Fidelity Covington Trust 97,2658.4M $0.11 %0.04 %as of Jun 30, 2026 ↗
FT Energy Income Partners Strategy ETF First Trust Exchange-Traded Fund IV 95,9898M $1.41 %0.04 %as of Jul 31, 2026 ↗
LVIP American Century Mid Cap Value Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 92,3868M $1.67 %0.04 %as of Jun 30, 2026 ↗
Fidelity Large Cap Value Index Fund Fidelity Salem Street Trust 91,0157.6M $0.05 %0.04 %as of Jul 31, 2026 ↗
Vaughan Nelson Mid Cap Fund Natixis Funds Trust II 90,4807.8M $3.19 %0.04 %as of Jun 30, 2026 ↗
Schwab Fundamental U.S. Large Company Index Fund SCHWAB CAPITAL TRUST 88,7107.4M $0.06 %0.04 %as of Jul 31, 2026 ↗
Victory Growth & Income Fund Victory Portfolios III 88,1687.3M $0.32 %0.04 %as of Jul 31, 2026 ↗
PIMCO RAE US Fund PIMCO Equity Series 87,6637.6M $0.55 %0.04 %as of Jun 30, 2026 ↗
Transamerica Small/Mid Cap Value VP TRANSAMERICA SERIES TRUST 86,4017.5M $1.32 %0.04 %as of Jun 30, 2026 ↗
State Street Equity 500 Index II Portfolio STATE STREET INSTITUTIONAL INVESTMENT TRUST 85,6997.4M $0.03 %0.04 %as of Jun 30, 2026 ↗
Goldman Sachs Multi-Manager Real Assets Strategy Fund Goldman Sachs Trust II 85,0737.1M $0.46 %0.04 %as of Jul 31, 2026 ↗
Nuveen Large Cap Value Index Fund TIAA-CREF Funds 83,6266.9M $0.05 %0.04 %as of Jul 31, 2026 ↗
State Street(R) SPDR(R) US Large Cap Low Volatility Index ETF SPDR SERIES TRUST 81,5157M $0.62 %0.04 %as of Jun 30, 2026 ↗
First Trust Large Cap Value AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund 81,2596.7M $0.48 %0.04 %as of Jul 31, 2026 ↗
Fidelity Series Large Cap Value Index Fund Fidelity Salem Street Trust 77,7566.5M $0.05 %0.03 %as of Jul 31, 2026 ↗
JPMorgan U.S. Momentum Factor ETF J.P. Morgan Exchange-Traded Fund Trust 76,9276.4M $0.26 %0.03 %as of Jul 31, 2026 ↗
iShares MSCI ACWI ETF iShares Trust 75,8696.3M $0.02 %0.03 %as of Jul 31, 2026 ↗
VictoryShares US Large Cap High Div Volatility Wtd ETF Victory Portfolios II 75,7556.5M $1.67 %0.03 %as of Jun 30, 2026 ↗
AQR Managed Futures Strategy Fund AQR Funds 74,5936.4M $0.20 %0.03 %as of Jun 30, 2026 ↗
Schwab 1000 Index Fund SCHWAB INVESTMENTS 73,3156.1M $0.03 %0.03 %as of Jul 31, 2026 ↗
VIP Index 500 Portfolio Variable Insurance Products Fund II 72,7296.3M $0.03 %0.03 %as of Jun 30, 2026 ↗
Nuveen Global Infrastructure Fund Nuveen Investment Funds, Inc. 71,9156.2M $1.09 %0.03 %as of Jun 30, 2026 ↗
Avantis U.S. Equity ETF American Century ETF Trust 71,5615.9M $0.04 %0.03 %as of May 31, 2026 ↗
Dimensional U.S. Equity Market ETF Dimensional ETF Trust 69,9605.8M $0.03 %0.03 %as of Jul 31, 2026 ↗
Bridge Builder Small/Mid Cap Growth Fund Bridge Builder Trust 69,2496M $0.05 %0.03 %as of Jun 30, 2026 ↗
LVIP American Century Select Mid Cap Managed Volatility Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 68,6845.9M $1.28 %0.03 %as of Jun 30, 2026 ↗
Stock Index Fund Northern Funds 68,3905.9M $0.03 %0.03 %as of Jun 30, 2026 ↗
Timothy Plan High Dividend Stock ETF Timothy Plan 67,8775.9M $1.67 %0.03 %as of Jun 30, 2026 ↗
Fidelity SAI U.S. Large Cap Index Fund Fidelity Salem Street Trust 67,4005.6M $0.03 %0.03 %as of Jul 31, 2026 ↗
JNL/Mellon S&P 500 Index Fund JNL Series Trust 67,1955.8M $0.03 %0.03 %as of Jun 30, 2026 ↗
iShares Large Cap Value Active ETF BlackRock ETF Trust 66,9455.6M $1.61 %0.03 %as of Jul 31, 2026 ↗
Global Infrastructure Fund RUSSELL INVESTMENT CO 66,8945.6M $0.91 %0.03 %as of Jul 31, 2026 ↗
Fidelity ZERO Large Cap Index Fund Fidelity Concord Street Trust 65,8665.5M $0.03 %0.03 %as of Jul 31, 2026 ↗
WisdomTree U.S. LargeCap Dividend Fund WisdomTree Trust 65,8095.7M $0.09 %0.03 %as of Jun 30, 2026 ↗
First Trust Large Cap Core AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund 65,2125.4M $0.35 %0.03 %as of Jul 31, 2026 ↗
Invesco RAFI US 1000 ETF Invesco Exchange-Traded Fund Trust 64,5085.4M $0.05 %0.03 %as of Jul 31, 2026 ↗
CRM MID CAP VALUE FUND CRM Mutual Fund Trust 64,1495.3M $1.96 %0.03 %as of Jul 31, 2026 ↗
iShares Russell 3000 ETF iShares Trust 62,1345.4M $0.03 %0.03 %as of Jun 30, 2026 ↗
MOA MID CAP VALUE FUND MoA Funds Corp 61,8705.3M $2.43 %0.03 %as of Jun 30, 2026 ↗
CRM SMALL/MID CAP VALUE FUND CRM Mutual Fund Trust 61,2495.1M $2.81 %0.03 %as of Jul 31, 2026 ↗
HCM Sector Plus Fund NORTHERN LIGHTS FUND TRUST III 60,7415.2M $0.26 %0.03 %as of Jun 30, 2026 ↗
BlackRock Basic Value V.I. Fund BlackRock Variable Series Funds, Inc. 59,9795.2M $1.55 %0.03 %as of Jun 30, 2026 ↗
Cohen & Steers Real Assets Fund, Inc. Cohen & Steers Real Assets Fund, Inc. 59,7795.2M $0.27 %0.03 %as of Jun 30, 2026 ↗
Transamerica Multi-Asset Income TRANSAMERICA FUNDS 59,3004.9M $0.56 %0.03 %as of Jul 31, 2026 ↗
FlexShares US Quality Large Cap Index Fund FlexShares Trust 59,1364.9M $0.48 %0.03 %as of Jul 31, 2026 ↗
JPMorgan Income Builder Fund JPMorgan Trust I 58,9504.9M $0.06 %0.03 %as of Jul 31, 2026 ↗
Transamerica TSW Mid Cap Value Opportunities VP TRANSAMERICA SERIES TRUST 58,4005M $2.25 %0.03 %as of Jun 30, 2026 ↗
First Sentier Global Listed Infrastructure Fund Datum One Series Trust 56,6974.9M $3.16 %0.02 %as of Jun 30, 2026 ↗
THRIVENT GLOBAL STOCK FUND Thrivent Mutual Funds 55,8394.6M $0.19 %0.02 %as of Jul 31, 2026 ↗
BlackRock Equity Dividend V.I. Fund BlackRock Variable Series Funds, Inc. 54,2604.7M $1.52 %0.02 %as of Jun 30, 2026 ↗
Victory 500 Index Fund Victory Portfolios III 53,3044.4M $0.03 %0.02 %as of Jul 31, 2026 ↗
VANGUARD S&P 500 VALUE INDEX FUND VANGUARD ADMIRAL FUNDS 52,9534.3M $0.07 %0.02 %as of May 31, 2026 ↗
EQUITY INDEX PORTFOLIO VANGUARD VARIABLE INSURANCE FUNDS 51,8394.5M $0.03 %0.02 %as of Jun 30, 2026 ↗
U.S. LARGE COMPANY PORTFOLIO DIMENSIONAL INVESTMENT GROUP INC 51,0404.2M $0.03 %0.02 %as of Jul 31, 2026 ↗
Fidelity Nasdaq Composite Index ETF Fidelity Commonwealth Trust 50,9864.2M $0.04 %0.02 %as of May 31, 2026 ↗
Allspring Utility and Telecommunications Fund ALLSPRING FUNDS TRUST 50,7014.4M $1.24 %0.02 %as of Jun 30, 2026 ↗
Franklin U.S. Low Volatility High Dividend Index ETF Legg Mason ETF Investment Trust 49,6324.3M $0.71 %0.02 %as of Jun 30, 2026 ↗
Defiance AI & Power Infrastructure ETF Tidal Trust II 49,4574.1M $0.54 %0.02 %as of May 31, 2026 ↗
Columbia Research Enhanced Core ETF Columbia ETF Trust I 49,4444.1M $0.07 %0.02 %as of Jul 31, 2026 ↗
JPMorgan Equity Index Fund JPMorgan Trust II 48,9804.2M $0.03 %0.02 %as of Jun 30, 2026 ↗
THRIVENT GLOBAL STOCK PORTFOLIO Thrivent Series Fund, Inc. 48,0624.2M $0.20 %0.02 %as of Jun 30, 2026 ↗

Download this table: CSV, JSON

Report an error

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
Cite this page

Titelia. "Fund shareholders of Evergy Inc". https://titelia.com/en/stocks/evergy-inc-US30034W1062