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
MML VIP American Century Mid Cap Value Fund MML SERIES INVESTMENT FUND 51,0004.2M $1.81 %0.02 %as of Mar 31, 2026 ↗
JPMorgan Equity Index Fund JPMorgan Trust II 50,8684.2M $0.03 %0.02 %as of Mar 31, 2026 ↗
VIP Balanced Portfolio Variable Insurance Products Fund III 50,8004.2M $0.05 %0.02 %as of Mar 31, 2026 ↗
Fidelity Nasdaq Composite Index ETF Fidelity Commonwealth Trust 49,6424.2M $0.05 %0.02 %as of Feb 28, 2026 ↗
Utilities Fund American Century Quantitative Equity Funds, Inc. 49,4944.1M $1.29 %0.02 %as of Mar 31, 2026 ↗
T. Rowe Price Hedged Equity Fund T. Rowe Price Equity Funds, Inc. 48,6224M $0.10 %0.02 %as of Mar 31, 2026 ↗
THRIVENT GLOBAL STOCK PORTFOLIO Thrivent Series Fund, Inc. 48,5474M $0.21 %0.02 %as of Mar 31, 2026 ↗
LargeCap S&P 500 Index Fund Principal Funds, Inc 48,4744M $0.03 %0.02 %as of Apr 30, 2026 ↗
LVIP SSGA S&P 500 Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 47,9993.9M $0.03 %0.02 %as of Mar 31, 2026 ↗
The U.S. Equity Portfolio HC Capital Trust 47,7343.9M $0.21 %0.02 %as of Mar 31, 2026 ↗
EQ/Equity 500 Index Portfolio EQ Advisors Trust 47,6853.9M $0.03 %0.02 %as of Mar 31, 2026 ↗
THRIVENT MODERATELY AGGRESSIVE ALLOCATION FUND Thrivent Mutual Funds 47,4083.9M $0.07 %0.02 %as of Apr 30, 2026 ↗
500 Index Trust John Hancock Variable Insurance Trust 47,2383.9M $0.03 %0.02 %as of Mar 31, 2026 ↗
First Sentier Global Listed Infrastructure Fund Datum One Series Trust 46,6833.8M $2.63 %0.02 %as of Mar 31, 2026 ↗
Dimensional US Core Equity Market ETF Dimensional ETF Trust 46,5373.9M $0.03 %0.02 %as of Apr 30, 2026 ↗
Global Infrastructure Fund RUSSELL INVESTMENT CO 45,4593.8M $0.61 %0.02 %as of Apr 30, 2026 ↗
State Street(R) SPDR(R) Portfolio S&P 1500(R) Composite Stock Market ETF SPDR SERIES TRUST 45,2263.7M $0.03 %0.02 %as of Mar 31, 2026 ↗
Victory Integrity Mid-Cap Value Fund Victory Portfolios 45,0173.7M $1.10 %0.02 %as of Mar 31, 2026 ↗
Fidelity Enhanced Large Cap Value ETF Fidelity Covington Trust 44,9693.7M $0.14 %0.02 %as of Mar 31, 2026 ↗
THRIVENT AGGRESSIVE ALLOCATION FUND Thrivent Mutual Funds 44,9123.7M $0.11 %0.02 %as of Apr 30, 2026 ↗
Dividend Value Fund VALIC Co I 44,5723.7M $0.51 %0.02 %as of Feb 28, 2026 ↗
Schwab U.S. Mid-Cap Index Fund SCHWAB CAPITAL TRUST 44,0593.6M $0.14 %0.02 %as of Apr 30, 2026 ↗
Fidelity Stock Selector Large Cap Value Fund Fidelity Devonshire Trust 43,8403.6M $0.46 %0.02 %as of Apr 30, 2026 ↗
VIP Stock Selector Portfolio Variable Insurance Products Fund 43,8003.6M $0.08 %0.02 %as of Mar 31, 2026 ↗
Fidelity Series All-Sector Equity Fund Fidelity Devonshire Trust 43,3003.6M $0.07 %0.02 %as of Apr 30, 2026 ↗
VictoryShares US Value Momentum ETF Victory Portfolios II 42,7073.5M $1.49 %0.02 %as of Mar 31, 2026 ↗
BlackRock Equity Dividend V.I. Fund BlackRock Variable Series Funds, Inc. 42,4133.5M $1.21 %0.02 %as of Mar 31, 2026 ↗
VY(R) AMERICAN CENTURY SMALL-MID CAP VALUE PORTFOLIO Voya Partners Inc 41,6443.4M $1.28 %0.02 %as of Mar 31, 2026 ↗
Calvert U.S. Large Cap Value Responsible Index Fund Calvert Responsible Index Series, Inc. 41,5283.4M $0.19 %0.02 %as of Mar 31, 2026 ↗
First Trust BuyWrite Income ETF First Trust Exchange-Traded Fund VI 41,0003.4M $0.16 %0.02 %as of Mar 31, 2026 ↗
Goldman Sachs Equal Weight U.S. Large Cap Equity ETF Goldman Sachs ETF Trust 40,8653.4M $0.21 %0.02 %as of Feb 28, 2026 ↗
MFS Mid Cap Value Portfolio MFS VARIABLE INSURANCE TRUST III 40,8033.3M $0.57 %0.02 %as of Mar 31, 2026 ↗
iShares Russell Mid-Cap Index Fund BlackRock Funds 39,9953.3M $0.14 %0.02 %as of Apr 30, 2026 ↗
MFS Low Volatility Equity Fund MFS SERIES TRUST I 39,9883.3M $0.97 %0.02 %as of Feb 28, 2026 ↗
Column Mid Cap Fund Trust for Professional Managers 39,9143.3M $0.31 %0.02 %as of Feb 28, 2026 ↗
Virtus Duff & Phelps Global Infrastructure Fund Virtus Opportunities Trust 39,2663.2M $1.86 %0.02 %as of Mar 31, 2026 ↗
Brandes U.S. Value ETF 2023 ETF Series Trust 39,2283.2M $1.17 %0.02 %as of Mar 31, 2026 ↗
Invesco MSCI USA ETF Invesco Exchange-Traded Fund Trust II 39,1623.3M $0.03 %0.02 %as of Feb 28, 2026 ↗
Fidelity Mid Cap Value Index Fund Fidelity Salem Street Trust 39,1293.2M $0.19 %0.02 %as of Mar 31, 2026 ↗
Six Circles U.S. Unconstrained Equity Fund SIX CIRCLES TRUST 39,1223.2M $0.01 %0.02 %as of Mar 31, 2026 ↗
PSF Stock Index Portfolio Prudential Series Fund 39,0003.2M $0.03 %0.02 %as of Mar 31, 2026 ↗
VANGUARD RUSSELL 1000 INDEX FUND VANGUARD SCOTTSDALE FUNDS 38,4813.2M $0.03 %0.02 %as of Feb 28, 2026 ↗
Brookfield Global Listed Infrastructure Fund Brookfield Investment Funds 38,1403.1M $2.40 %0.02 %as of Mar 31, 2026 ↗
Victory Integrity Small/Mid-Cap Value Fund Victory Portfolios 37,9923.1M $0.95 %0.02 %as of Mar 31, 2026 ↗
MID-CAP INDEX PORTFOLIO VANGUARD VARIABLE INSURANCE FUNDS 37,7303.1M $0.10 %0.02 %as of Mar 31, 2026 ↗
Empower S&P 500 Index Fund EMPOWER FUNDS, INC. 37,3063.1M $0.03 %0.02 %as of Mar 31, 2026 ↗
iShares MSCI USA Equal Weighted ETF iShares, Inc. 36,7543.1M $0.19 %0.02 %as of Feb 28, 2026 ↗
BlackRock Systematic Multi-Strategy Fund BlackRock Funds IV 36,3033M $0.04 %0.02 %as of Mar 31, 2026 ↗
EQ/Invesco Comstock Portfolio EQ Advisors Trust 36,2143M $0.91 %0.02 %as of Mar 31, 2026 ↗
Innovator Equity Managed Floor ETF Innovator ETFs Trust 35,7663M $0.18 %0.02 %as of Apr 30, 2026 ↗
Goldman Sachs Multi-Manager Real Assets Strategy Fund Goldman Sachs Trust II 35,1902.9M $0.20 %0.02 %as of Apr 30, 2026 ↗
Nuveen Global Infrastructure Fund Nuveen Investment Funds, Inc. 35,1462.9M $0.53 %0.02 %as of Mar 31, 2026 ↗
MetLife Stock Index Portfolio Brighthouse Funds Trust II 35,0842.9M $0.03 %0.02 %as of Mar 31, 2026 ↗
THRIVENT MODERATE ALLOCATION FUND Thrivent Mutual Funds 35,0212.9M $0.07 %0.02 %as of Apr 30, 2026 ↗
SGI U.S. Large Cap Equity Fund RBB Fund, Inc. 34,1212.9M $1.41 %0.01 %as of Feb 28, 2026 ↗
Invesco S&P 500 Revenue ETF Invesco Exchange-Traded Fund Trust II 33,5482.8M $0.03 %0.01 %as of Feb 28, 2026 ↗
FlexShares Quality Dividend Defensive Index Fund FlexShares Trust 33,3662.8M $0.52 %0.01 %as of Apr 30, 2026 ↗
THRIVENT MODERATELY AGGRESSIVE ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. 33,2372.7M $0.03 %0.01 %as of Mar 31, 2026 ↗
NEOS S&P 500(R) High Income ETF NEOS ETF Trust 32,7582.7M $0.03 %0.01 %as of Mar 31, 2026 ↗
SA Franklin BW U.S. Large Cap Value Portfolio SUNAMERICA SERIES TRUST 32,5002.7M $0.22 %0.01 %as of Apr 30, 2026 ↗
The Institutional U.S. Equity Portfolio HC Capital Trust 32,3532.7M $0.09 %0.01 %as of Mar 31, 2026 ↗
iShares Morningstar Mid-Cap Value ETF iShares Trust 32,2672.7M $0.26 %0.01 %as of Apr 30, 2026 ↗
iShares Global Utilities ETF iShares Trust 32,0842.6M $0.82 %0.01 %as of Mar 31, 2026 ↗
State Farm Balanced Fund Advisers Investment Trust 32,0002.6M $0.10 %0.01 %as of Mar 31, 2026 ↗
Fidelity Flex 500 Index Fund Fidelity Concord Street Trust 31,3862.6M $0.03 %0.01 %as of Feb 28, 2026 ↗
Cohen & Steers Real Assets Fund, Inc. Cohen & Steers Real Assets Fund, Inc. 31,3552.6M $0.14 %0.01 %as of Mar 31, 2026 ↗
NAA SMID CAP VALUE FUND New Age Alpha Funds Trust 30,8422.5M $0.89 %0.01 %as of Mar 31, 2026 ↗
Index 500 Stock Portfolio NORTHWESTERN MUTUAL SERIES FUND INC 30,2762.5M $0.03 %0.01 %as of Mar 31, 2026 ↗
VanEck Morningstar SMID Moat ETF VanEck ETF Trust 30,1832.5M $0.77 %0.01 %as of Mar 31, 2026 ↗
First Trust Nasdaq BuyWrite Income ETF First Trust Exchange-Traded Fund VI 29,6052.4M $0.31 %0.01 %as of Mar 31, 2026 ↗
Timothy Plan US Large/Mid Cap Core ETF Timothy Plan 29,0392.4M $0.71 %0.01 %as of Mar 31, 2026 ↗
JPMORGAN BETABUILDERS U.S. EQUITY ETF J.P. Morgan Exchange-Traded Fund Trust 28,9982.4M $0.03 %0.01 %as of Apr 30, 2026 ↗
EQ/500 Managed Volatility Portfolio EQ Advisors Trust 28,9332.4M $0.03 %0.01 %as of Mar 31, 2026 ↗
ICON EQUITY INCOME FUND SCM Trust 28,9002.4M $5.47 %0.01 %as of Mar 31, 2026 ↗
Tax-Managed Real Assets Fund RUSSELL INVESTMENT CO 28,6552.4M $0.16 %0.01 %as of Apr 30, 2026 ↗
EQ/Common Stock Index Portfolio EQ Advisors Trust 28,4092.3M $0.03 %0.01 %as of Mar 31, 2026 ↗
AQR Style Premia Alternative Fund AQR Funds 27,5312.3M $0.10 %0.01 %as of Mar 31, 2026 ↗
Calvert U.S. Large Cap Core Responsible Index Fund Calvert Responsible Index Series, Inc. 27,3822.2M $0.04 %0.01 %as of Mar 31, 2026 ↗
Stock Index Fund VALIC Co I 26,9782.3M $0.03 %0.01 %as of Feb 28, 2026 ↗
State Street(R) SPDR(R) Russell 1000 Low Volatility Focus ETF SPDR SERIES TRUST 26,6082.2M $0.42 %0.01 %as of Mar 31, 2026 ↗
Sit Dividend Growth Fund SIT MUTUAL FUNDS INC 26,3552.2M $0.97 %0.01 %as of Mar 31, 2026 ↗
MFS Low Volatility Global Equity Fund MFS SERIES TRUST I 25,4452.1M $0.69 %0.01 %as of Feb 28, 2026 ↗
Equity Index Portfolio PACIFIC SELECT FUND 25,3392.1M $0.03 %0.01 %as of Mar 31, 2026 ↗
VictoryShares US 500 Volatility Wtd ETF Victory Portfolios II 25,2382.1M $0.40 %0.01 %as of Mar 31, 2026 ↗
iShares Morningstar Mid-Cap ETF iShares Trust 24,8112.1M $0.13 %0.01 %as of Apr 30, 2026 ↗
THRIVENT AGGRESSIVE ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. 24,7902M $0.09 %0.01 %as of Mar 31, 2026 ↗
Invesco Dorsey Wright Utilities Momentum ETF Invesco Exchange-Traded Fund Trust 24,7272M $2.62 %0.01 %as of Apr 30, 2026 ↗
MML Equity Fund MML Series Investment Fund II 24,7002M $0.22 %0.01 %as of Mar 31, 2026 ↗
Parametric Equity Premium Income ETF Morgan Stanley ETF Trust 24,6232M $0.58 %0.01 %as of Mar 31, 2026 ↗
MOA EQUITY INDEX FUND MoA Funds Corp 23,7631.9M $0.03 %0.01 %as of Mar 31, 2026 ↗
VY(R) INVESCO COMSTOCK PORTFOLIO Voya Partners Inc 23,4281.9M $0.91 %0.01 %as of Mar 31, 2026 ↗
Parametric Volatility Risk Premium - Defensive Fund Eaton Vance Mutual Funds Trust 23,0501.9M $0.14 %0.01 %as of Apr 30, 2026 ↗
SIMT U.S. Managed Volatility Fund SEI INSTITUTIONAL MANAGED TRUST 22,9891.9M $0.39 %0.01 %as of Mar 31, 2026 ↗
NYLIM VP S&P 500 Index Portfolio NEW YORK LIFE INVESTMENTS VP FUNDS TRUST 22,8101.9M $0.03 %0.01 %as of Mar 31, 2026 ↗
Franklin U.S. Large Cap Multifactor Index ETF Franklin Templeton ETF Trust 22,4941.8M $0.11 %0.01 %as of Mar 31, 2026 ↗
Inspire 100 ETF Northern Lights Fund Trust IV 22,3911.9M $0.46 %0.01 %as of Feb 28, 2026 ↗
Invesco Bloomberg MVP Multi-Factor ETF Invesco Exchange-Traded Fund Trust 21,9161.8M $1.78 %0.01 %as of Apr 30, 2026 ↗
NVIT S&P 500 Index Fund Nationwide Variable Insurance Trust 21,3131.7M $0.03 %0.01 %as of Mar 31, 2026 ↗
Invesco Russell 1000 Equal Weight ETF Invesco Exchange-Traded Fund Trust II 21,2991.8M $0.23 %0.01 %as of Feb 28, 2026 ↗
JPMorgan U.S. Value Factor ETF J.P. Morgan Exchange-Traded Fund Trust 20,7791.7M $0.23 %0.01 %as of Apr 30, 2026 ↗

Download this table: CSV, JSON

Report an error

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
Cite this page

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