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
WisdomTree U.S. High Dividend Fund WisdomTree Trust 20,6671.7M $0.12 %0.01 %as of Mar 31, 2026 ↗
Keeley Gabelli Mid Cap Dividend Fund Keeley Funds, Inc. 20,4411.7M $1.41 %0.01 %as of Mar 31, 2026 ↗
NAA LARGE CAP VALUE SERIES New Age Alpha Variable Funds Trust 20,4281.7M $0.90 %0.01 %as of Mar 31, 2026 ↗
JPMorgan Diversified Return U.S. Equity ETF J.P. Morgan Exchange-Traded Fund Trust 20,4051.7M $0.38 %0.01 %as of Apr 30, 2026 ↗
JPMorgan Diversified Return U.S. Mid Cap Equity ETF J.P. Morgan Exchange-Traded Fund Trust 19,9941.7M $0.38 %0.01 %as of Apr 30, 2026 ↗
Defiance AI and Power Infrastructure ETF Tidal Trust II 19,9531.7M $0.72 %0.01 %as of Feb 28, 2026 ↗
VictoryShares US 500 Enhanced Volatility Wtd ETF Victory Portfolios II 19,3711.6M $0.40 %0.01 %as of Mar 31, 2026 ↗
Fidelity Infrastructure Fund Fidelity Investment Trust 19,0001.6M $0.97 %0.01 %as of Apr 30, 2026 ↗
U.S. Sector Rotation Fund John Hancock Funds II 18,8861.6M $0.03 %0.01 %as of Feb 28, 2026 ↗
EQUITY INDEX FUND GuideStone Funds 18,8341.5M $0.03 %0.01 %as of Mar 31, 2026 ↗
BNY Mellon US Large Cap Core Equity ETF BNY Mellon ETF Trust 18,7681.6M $0.03 %0.01 %as of Apr 30, 2026 ↗
VANGUARD RUSSELL 3000 INDEX FUND VANGUARD SCOTTSDALE FUNDS 18,5761.6M $0.03 %0.01 %as of Feb 28, 2026 ↗
iShares MSCI World ETF iShares, Inc. 18,4541.5M $0.02 %0.01 %as of Feb 28, 2026 ↗
Venerable Mid Cap Index Fund Venerable Variable Insurance Trust 18,4291.5M $0.15 %0.01 %as of Mar 31, 2026 ↗
ProShares Ultra S&P500 ProShares Trust 18,3011.5M $0.02 %0.01 %as of Feb 28, 2026 ↗
Horizon Multi-Factor U.S. Equity Fund Horizon Funds 18,0781.5M $0.21 %0.01 %as of Feb 28, 2026 ↗
Tortoise AI Infrastructure ETF Tortoise Capital Series Trust 17,9191.5M $1.89 %0.01 %as of Feb 28, 2026 ↗
Venerable Large Cap Index Fund Venerable Variable Insurance Trust 17,8641.5M $0.03 %0.01 %as of Mar 31, 2026 ↗
EQ/Mid Cap Value Managed Volatility Portfolio EQ Advisors Trust 17,8531.5M $0.10 %0.01 %as of Mar 31, 2026 ↗
Fidelity Puritan K6 Fund Fidelity Puritan Trust 17,7851.5M $0.07 %0.01 %as of Feb 28, 2026 ↗
SPIRIT OF AMERICA UTILITIES FUND Spirit of America Investment Fund, Inc. 17,7501.5M $2.49 %0.01 %as of Mar 31, 2026 ↗
Schwab 1000 Index ETF SCHWAB STRATEGIC TRUST 17,6231.5M $0.03 %0.01 %as of Feb 28, 2026 ↗
ALPS Electrification Infrastructure ETF ALPS ETF TRUST 17,6091.5M $1.01 %0.01 %as of Feb 28, 2026 ↗
SGI Enhanced Global Income ETF RBB Fund, Inc. 17,5231.5M $1.57 %0.01 %as of Feb 28, 2026 ↗
WisdomTree U.S. Total Dividend Fund WisdomTree Trust 17,4821.4M $0.10 %0.01 %as of Mar 31, 2026 ↗
EIP Growth and Income Fund EIP Investment Trust 17,4301.4M $1.56 %0.01 %as of Apr 30, 2026 ↗
JNL/Mellon U.S. Stock Market Index Fund JNL Series Trust 17,2341.4M $0.03 %0.01 %as of Mar 31, 2026 ↗
TSW Large Cap Value Fund Perpetual Americas Funds Trust 17,1001.4M $3.88 %0.01 %as of Mar 31, 2026 ↗
First Trust Active Factor Large Cap ETF First Trust Exchange-Traded Fund VIII 16,9131.4M $0.29 %0.01 %as of Feb 28, 2026 ↗
LVIP American Century Disciplined Core Value Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 16,8351.4M $0.56 %0.01 %as of Mar 31, 2026 ↗
SIIT S&P 500 INDEX FUND SEI INSTITUTIONAL INVESTMENTS TRUST 16,7861.4M $0.03 %0.01 %as of Feb 28, 2026 ↗
Victory Global Managed Volatility Fund Victory Portfolios III 16,6941.4M $0.37 %0.01 %as of Apr 30, 2026 ↗
U.S. Large Cap Equity Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 16,4331.4M $0.05 %0.01 %as of Apr 30, 2026 ↗
T. Rowe Price Capital Appreciation and Income Fund T. ROWE PRICE CAPITAL APPRECIATION FUND, INC. 16,3951.3M $0.34 %0.01 %as of Mar 31, 2026 ↗
Genter Dividend Income Fund INVESTMENT MANAGERS SERIES TRUST 16,3501.4M $2.90 %0.01 %as of Apr 30, 2026 ↗
Invesco S&P 500 Index Fund AIM Counselor Series Trust (Invesco Counselor Series Trust) 16,3421.4M $0.03 %0.01 %as of Feb 28, 2026 ↗
Voya VACS Index Series S Portfolio Voya Investors Trust 16,2541.3M $0.03 %0.01 %as of Mar 31, 2026 ↗
PACE Small/Medium Co Value Equity Investments PACE SELECT ADVISORS TRUST 15,7001.3M $0.49 %0.01 %as of Apr 30, 2026 ↗
Direxion Daily S&P 500 Bull 3X Shares Direxion Shares ETF Trust 15,5771.3M $0.02 %0.01 %as of Apr 30, 2026 ↗
Pacer Lunt Large Cap Alternator ETF Pacer Funds Trust 15,3031.3M $1.32 %0.01 %as of Apr 30, 2026 ↗
iShares Total U.S. Stock Market Index Fund BlackRock Funds 15,0121.2M $0.03 %0.01 %as of Apr 30, 2026 ↗
1290 VT GAMCO Mergers & Acquisitions Portfolio EQ Advisors Trust 15,0001.2M $0.72 %0.01 %as of Mar 31, 2026 ↗
ICON UTILITIES AND INCOME FUND SCM Trust 14,9001.2M $5.11 %0.01 %as of Mar 31, 2026 ↗
Voya Global High Dividend Low Volatility Portfolio Voya VARIABLE PORTFOLIOS INC 14,8451.2M $0.36 %0.01 %as of Mar 31, 2026 ↗
MOA ALL AMERICA FUND MoA Funds Corp 14,5441.2M $0.42 %0.01 %as of Mar 31, 2026 ↗
NYLIM VP CBRE Global Infrastructure Portfolio NEW YORK LIFE INVESTMENTS VP FUNDS TRUST 14,4951.2M $2.61 %0.01 %as of Mar 31, 2026 ↗
Penn Series Mid Core Value Fund Penn Series Funds Inc 14,3181.2M $1.81 %0.01 %as of Mar 31, 2026 ↗
Dimensional US Core Equity 1 ETF Dimensional ETF Trust 14,0581.2M $0.04 %0.01 %as of Apr 30, 2026 ↗
NAA SMID-CAP VALUE SERIES New Age Alpha Variable Funds Trust 14,0541.2M $0.89 %0.01 %as of Mar 31, 2026 ↗
SGI Global Equity Fund RBB Fund, Inc. 13,9781.2M $1.43 %0.01 %as of Feb 28, 2026 ↗
U.S. Quality ESG Fund Northern Funds 13,9081.1M $0.35 %0.01 %as of Mar 31, 2026 ↗
EQ/Large Cap Value Managed Volatility Portfolio EQ Advisors Trust 13,7911.1M $0.03 %0.01 %as of Mar 31, 2026 ↗
EQ/Fidelity Institutional AM Large Cap Portfolio EQ Advisors Trust 13,7501.1M $0.08 %0.01 %as of Mar 31, 2026 ↗
BlackRock Dynamic High Income Portfolio BlackRock Funds II 13,6041.1M $0.07 %0.01 %as of Apr 30, 2026 ↗
Fidelity Balanced K6 Fund Fidelity Puritan Trust 13,5201.1M $0.05 %0.01 %as of Feb 28, 2026 ↗
Schwab S&P 500 Index Portfolio SCHWAB ANNUITY PORTFOLIOS 13,4831.1M $0.03 %0.01 %as of Mar 31, 2026 ↗
Invesco S&P 500 Equal Weight Income Advantage ETF Invesco Actively Managed Exchange-Traded Fund Trust 13,1791.1M $0.14 %0.01 %as of Apr 30, 2026 ↗
Goldman Sachs S&P 500 Premium Income ETF Goldman Sachs ETF Trust 12,8291.1M $0.03 %0.01 %as of Mar 31, 2026 ↗
iShares U.S. Power Infrastructure ETF iShares, Inc. 12,5061M $0.71 %0.01 %as of Mar 31, 2026 ↗
SA Large Cap Index Portfolio SUNAMERICA SERIES TRUST 12,2081M $0.03 %0.01 %as of Apr 30, 2026 ↗
Invesco S&P 500 Value with Momentum ETF Invesco Exchange-Traded Fund Trust 12,1241M $0.83 %0.01 %as of Apr 30, 2026 ↗
Fidelity Strategic Dividend and Income Fund Fidelity Salem Street Trust 11,9761M $0.02 %0.01 %as of Feb 28, 2026 ↗
Pacer Trendpilot US Large Cap ETF Pacer Funds Trust 11,926987.9K $0.03 %0.01 %as of Apr 30, 2026 ↗
BNY Mellon Stock Index Fund, Inc. BNY MELLON STOCK INDEX FUND, INC. 11,904975.2K $0.04 %0.01 %as of Mar 31, 2026 ↗
MFG Core Infrastructure Fund MFG Funds, Inc. 11,900974.8K $0.63 %0.01 %as of Mar 31, 2026 ↗
GMO Alternative Allocation Fund GMO TRUST 11,875993.5K $0.12 %0.01 %as of Feb 28, 2026 ↗
VOYA Global High Dividend Low Volatility Fund Voya Mutual Funds 11,755973.8K $0.35 %0.01 %as of Apr 30, 2026 ↗
BlackRock S&P 500 Index V.I. Fund BlackRock Variable Series Funds, Inc. 11,725960.5K $0.03 %0.01 %as of Mar 31, 2026 ↗
MassMutual Diversified Value Fund MASSMUTUAL SELECT FUNDS 11,700958.5K $0.22 %0.01 %as of Mar 31, 2026 ↗
Columbia Large Cap Index Fund COLUMBIA FUNDS SERIES TRUST 11,646974.3K $0.03 %0.01 %as of Feb 28, 2026 ↗
Global X S&P 500 Covered Call ETF GLOBAL X FUNDS 11,608961.6K $0.03 %0.01 %as of Apr 30, 2026 ↗
Invesco V.I. Equally-Weighted S&P 500 Fund AIM Variable Insurance Funds (Invesco Variable Insurance Funds) 11,514943.2K $0.21 %0.00 %as of Mar 31, 2026 ↗
Voya RussellTM Mid Cap Index Portfolio Voya VARIABLE PORTFOLIOS INC 11,493941.5K $0.15 %0.00 %as of Mar 31, 2026 ↗
FlexShares US Quality Low Volatility Index Fund FlexShares Trust 11,466949.8K $0.56 %0.00 %as of Apr 30, 2026 ↗
Brandes Global Equity Fund Datum One Series Trust 11,258922.3K $1.10 %0.00 %as of Mar 31, 2026 ↗
Destinations Real Assets Fund Brinker Capital Destinations Trust 11,243940.6K $0.23 %0.00 %as of Feb 28, 2026 ↗
John Hancock Multifactor Large Cap ETF John Hancock Exchange-Traded Fund Trust 11,014902.3K $0.09 %0.00 %as of Mar 31, 2026 ↗
Cohen & Steers Infrastructure Opportunities Active ETF Cohen & Steers ETF Trust 10,987900.1K $3.45 %0.00 %as of Mar 31, 2026 ↗
ETC 6 Meridian Low Beta Equity Strategy ETF EXCHANGE TRADED CONCEPTS TRUST 10,851907.8K $0.46 %0.00 %as of Feb 28, 2026 ↗
ProShares UltraPro S&P500 ProShares Trust 10,671892.7K $0.02 %0.00 %as of Feb 28, 2026 ↗
Strategic Equity Allocation Trust John Hancock Variable Insurance Trust 10,629870.7K $0.02 %0.00 %as of Mar 31, 2026 ↗
VOYA U.S. STOCK INDEX PORTFOLIO Voya Investors Trust 10,554864.6K $0.03 %0.00 %as of Mar 31, 2026 ↗
Calvert U.S. Mid Cap Core Responsible Index Fund Calvert Responsible Index Series, Inc. 10,553864.5K $0.20 %0.00 %as of Mar 31, 2026 ↗
SGI U.S. Large Cap Core ETF RBB Fund, Inc. 10,270859.2K $0.55 %0.00 %as of Feb 28, 2026 ↗
State Street(R) SPDR(R) S&P(R) 500 Fossil Fuel Reserves Free ETF SPDR SERIES TRUST 9,885809.8K $0.03 %0.00 %as of Mar 31, 2026 ↗
Bridge Builder Large Cap Value Fund Bridge Builder Trust 9,874808.9K $0.00 %0.00 %as of Mar 31, 2026 ↗
iShares MSCI USA Size Factor ETF iShares Trust 9,760808.5K $0.20 %0.00 %as of Apr 30, 2026 ↗
iShares Dow Jones U.S. ETF iShares Trust 9,734806.4K $0.03 %0.00 %as of Apr 30, 2026 ↗
AZL S&P 500 Index Fund Allianz Variable Insurance Products Trust 9,671792.2K $0.03 %0.00 %as of Mar 31, 2026 ↗
BNY Mellon S&P 500 Index Fund BNY MELLON INDEX FUNDS, INC. 9,622797.1K $0.03 %0.00 %as of Apr 30, 2026 ↗
Inspire 500 ETF Northern Lights Fund Trust IV 9,584801.8K $0.11 %0.00 %as of Feb 28, 2026 ↗
Federated Hermes Enhanced Income ETF Federated Hermes ETF Trust 9,549791K $2.16 %0.00 %as of Apr 30, 2026 ↗
Columbia Variable Portfolio - Large Cap Index Fund Columbia Funds Variable Series Trust II 9,534781K $0.03 %0.00 %as of Mar 31, 2026 ↗
LargeCap S&P 500 Index Account Principal Variable Contract Funds, Inc 9,516779.6K $0.03 %0.00 %as of Mar 31, 2026 ↗
Strategic Allocation: Aggressive Fund American Century Strategic Asset Allocations Inc 9,497786.7K $0.11 %0.00 %as of Apr 30, 2026 ↗
iShares Core Dividend ETF iShares Trust 9,328772.7K $0.06 %0.00 %as of Apr 30, 2026 ↗
SA Fidelity Institutional AM Global Equities Portfolio SUNAMERICA SERIES TRUST 9,320772.1K $0.22 %0.00 %as of Apr 30, 2026 ↗
ATM Large Cap Managed Volatility Portfolio EQ Advisors Trust 9,193753.1K $0.03 %0.00 %as of Mar 31, 2026 ↗
NVIT BNY Mellon Dynamic U.S. Core Fund Nationwide Variable Insurance Trust 9,160750.4K $0.03 %0.00 %as of Mar 31, 2026 ↗
THRIVENT MID CAP VALUE PORTFOLIO Thrivent Series Fund, Inc. 9,144749.1K $1.50 %0.00 %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