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
State Street(R) SPDR(R) MSCI USA StrategicFactors(SM) ETF SPDR SERIES TRUST 3,786310.1K $0.02 %0.00 %as of Mar 31, 2026 ↗
Invesco Multi-Strategy Fund AIM Investment Funds (Invesco Investment Funds) 3,768312.1K $0.13 %0.00 %as of Apr 30, 2026 ↗
Goldman Sachs Strategic Factor Allocation Fund GOLDMAN SACHS TRUST 3,762314.7K $0.01 %0.00 %as of Feb 28, 2026 ↗
VOYA MULTI-MANAGER MID CAP VALUE FUND Voya Equity Trust 3,691308.8K $0.20 %0.00 %as of Feb 28, 2026 ↗
Penn Series Index 500 Fund Penn Series Funds Inc 3,668300.5K $0.03 %0.00 %as of Mar 31, 2026 ↗
SA U.S. Core Market Fund SA FUNDS INVESTMENT TRUST 3,652299.2K $0.04 %0.00 %as of Mar 31, 2026 ↗
AAM Transformers ETF ETF Series Solutions 3,617299.6K $0.19 %0.00 %as of Apr 30, 2026 ↗
Calvert US Large-Cap Core Responsible Index ETF Morgan Stanley ETF Trust 3,588293.9K $0.04 %0.00 %as of Mar 31, 2026 ↗
Total Stock Market Index Trust John Hancock Variable Insurance Trust 3,572292.6K $0.03 %0.00 %as of Mar 31, 2026 ↗
Hartford Multifactor US Equity ETF Lattice Strategies Trust 3,552294.2K $0.05 %0.00 %as of Apr 30, 2026 ↗
WisdomTree Global High Dividend Fund WisdomTree Trust 3,546290.5K $0.21 %0.00 %as of Mar 31, 2026 ↗
Tema S&P 500 Historical Weight ETF Strategy Tema ETF Trust 3,500292.8K $0.04 %0.00 %as of Feb 28, 2026 ↗
PGIM Quant Solutions Large-Cap Index Fund Prudential Investment Portfolios 8 3,500286.7K $0.03 %0.00 %as of Mar 31, 2026 ↗
CRM ALL CAP VALUE FUND CRM Mutual Fund Trust 3,452286K $1.46 %0.00 %as of Apr 30, 2026 ↗
Longboard Fund NORTHERN LIGHTS FUND TRUST II 3,396284.1K $0.27 %0.00 %as of Feb 28, 2026 ↗
THRIVENT CONSERVATIVE ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. 3,263267.3K $0.05 %0.00 %as of Mar 31, 2026 ↗
MidCap Value Fund I Principal Funds, Inc 3,247269K $0.01 %0.00 %as of Apr 30, 2026 ↗
DWS Equity 500 Index VIP DEUTSCHE DWS INVESTMENTS VIT FUNDS 3,204262.5K $0.03 %0.00 %as of Mar 31, 2026 ↗
LargeCap Value Fund III Principal Funds, Inc 3,173262.9K $0.01 %0.00 %as of Apr 30, 2026 ↗
Nuveen Life Stock Index Fund TIAA-CREF Life Funds 3,168259.5K $0.03 %0.00 %as of Mar 31, 2026 ↗
Value Equity Index Fund GuideStone Funds 3,155258.5K $0.05 %0.00 %as of Mar 31, 2026 ↗
Franklin S&P 500 Index Fund Legg Mason Partners Investment Trust 3,033248.5K $0.03 %0.00 %as of Mar 31, 2026 ↗
Abraham Fortress Fund INVESTMENT MANAGERS SERIES TRUST II 2,967243.1K $0.25 %0.00 %as of Mar 31, 2026 ↗
Goldman Sachs MarketBeta(R) Russell 1000 Value Equity ETF Goldman Sachs ETF Trust 2,956247.3K $0.06 %0.00 %as of Feb 28, 2026 ↗
Utilities Fund Rydex Variable Trust 2,919239.1K $1.83 %0.00 %as of Mar 31, 2026 ↗
NAA LARGE CORE SERIES New Age Alpha Variable Funds Trust 2,881236K $0.10 %0.00 %as of Mar 31, 2026 ↗
NAA LARGE CORE FUND New Age Alpha Funds Trust 2,835232.2K $0.10 %0.00 %as of Mar 31, 2026 ↗
Allspring Index Asset Allocation Fund ALLSPRING FUNDS TRUST 2,829231.8K $0.02 %0.00 %as of Mar 31, 2026 ↗
BrandywineGLOBAL - Diversified US Large Cap Value Fund Legg Mason Global Asset Management Trust 2,800229.4K $0.22 %0.00 %as of Mar 31, 2026 ↗
Invesco S&P 500 Concentrated QVM ETF Invesco Exchange-Traded Fund Trust II 2,765231.3K $0.18 %0.00 %as of Feb 28, 2026 ↗
SIMT Mid-Cap Fund SEI INSTITUTIONAL MANAGED TRUST 2,750225.3K $0.43 %0.00 %as of Mar 31, 2026 ↗
VANGUARD TAX-MANAGED CAPITAL APPRECIATION FUND VANGUARD TAX-MANAGED FUNDS 2,716222.5K $0.00 %0.00 %as of Mar 31, 2026 ↗
Voya VACS Series MCV Fund Voya Equity Trust 2,704226.2K $0.20 %0.00 %as of Feb 28, 2026 ↗
Point Bridge America First ETF ETF Series Solutions 2,680219.5K $0.71 %0.00 %as of Mar 31, 2026 ↗
MML Equity Index Fund MML SERIES INVESTMENT FUND 2,634215.8K $0.03 %0.00 %as of Mar 31, 2026 ↗
First Trust Alerian U.S. NextGen Infrastructure ETF First Trust Exchange-Traded Fund II 2,599212.9K $1.05 %0.00 %as of Mar 31, 2026 ↗
First Trust S&P 500 Diversified Dividend Aristocrats ETF First Trust Exchange-Traded Fund VI 2,541208.2K $0.37 %0.00 %as of Mar 31, 2026 ↗
THRIVENT MODERATELY CONSERVATIVE ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. 2,512205.8K $0.01 %0.00 %as of Mar 31, 2026 ↗
JNL/Mellon World Index Fund JNL Series Trust 2,494204.3K $0.02 %0.00 %as of Mar 31, 2026 ↗
SIMT Dynamic Asset Allocation Fund SEI INSTITUTIONAL MANAGED TRUST 2,328190.7K $0.03 %0.00 %as of Mar 31, 2026 ↗
AB Global Dynamic Allocation Portfolio Brighthouse Funds Trust I 2,308189.1K $0.01 %0.00 %as of Mar 31, 2026 ↗
Wilmington Large-Cap Strategy Fund Wilmington Funds 2,300190.5K $0.03 %0.00 %as of Apr 30, 2026 ↗
Strategic Allocation: Conservative Fund American Century Strategic Asset Allocations Inc 2,202182.4K $0.06 %0.00 %as of Apr 30, 2026 ↗
JNL S&P 500 Index Fund JNL Series Trust 2,151176.2K $0.03 %0.00 %as of Mar 31, 2026 ↗
Artisan Value Income Fund Artisan Partners Funds Inc. 2,126174.2K $2.10 %0.00 %as of Mar 31, 2026 ↗
CVT S&P 500 Index Portfolio Calvert Variable Trust, Inc. 2,060168.8K $0.03 %0.00 %as of Mar 31, 2026 ↗
Calvert US Mid-Cap Core Responsible Index ETF Morgan Stanley ETF Trust 2,058168.6K $0.20 %0.00 %as of Mar 31, 2026 ↗
Xtrackers MSCI Kokusai Equity ETF DBX ETF Trust 2,049171.4K $0.02 %0.00 %as of Feb 27, 2026 ↗
Fidelity U.S. Low Volatility Equity Fund Fidelity Summer Street Trust 2,029168.1K $0.90 %0.00 %as of Apr 30, 2026 ↗
EQ/AB Dynamic Moderate Growth Portfolio EQ Advisors Trust 2,023165.7K $0.01 %0.00 %as of Mar 31, 2026 ↗
SIIT MULTI-ASSET REAL RETURN FUND SEI INSTITUTIONAL INVESTMENTS TRUST 1,881157.4K $0.02 %0.00 %as of Feb 28, 2026 ↗
The Free Markets ETF Tidal Trust I 1,843154.2K $0.87 %0.00 %as of Feb 28, 2026 ↗
NAA OPPORTUNITY FUND New Age Alpha Funds Trust 1,843151K $0.38 %0.00 %as of Mar 31, 2026 ↗
RJ Eagle Vertical Income ETF Carillon Series Trust 1,761144.3K $1.16 %0.00 %as of Mar 31, 2026 ↗
THRIVENT MODERATELY CONSERVATIVE ALLOCATION FUND Thrivent Mutual Funds 1,756145.5K $0.01 %0.00 %as of Apr 30, 2026 ↗
VanEck Durable High Dividend ETF VanEck ETF Trust 1,753143.6K $0.36 %0.00 %as of Mar 31, 2026 ↗
First Sentier American Listed Infrastructure Fund Datum One Series Trust 1,753143.6K $3.25 %0.00 %as of Mar 31, 2026 ↗
EQ/Global Equity Managed Volatility Portfolio EQ Advisors Trust 1,750143.4K $0.01 %0.00 %as of Mar 31, 2026 ↗
EQ/AB Dynamic Growth Portfolio EQ Advisors Trust 1,750143.4K $0.01 %0.00 %as of Mar 31, 2026 ↗
Steward Values Enhanced Large Cap Fund Steward Funds Inc 1,721142.6K $0.05 %0.00 %as of Apr 30, 2026 ↗
NAA ALLOCATION FUND New Age Alpha Funds Trust 1,689138.4K $0.08 %0.00 %as of Mar 31, 2026 ↗
Victory Cornerstone Moderately Conservative Fund Victory Portfolios III 1,687141.1K $0.07 %0.00 %as of Feb 28, 2026 ↗
ProShares S&P 500 Ex-Technology ETF ProShares Trust 1,599133.8K $0.05 %0.00 %as of Feb 28, 2026 ↗
ProShares Ultra Utilities ProShares Trust 1,554130K $0.77 %0.00 %as of Feb 28, 2026 ↗
EQ/AB Dynamic Aggressive Growth Portfolio EQ Advisors Trust 1,553127.2K $0.01 %0.00 %as of Mar 31, 2026 ↗
Victory Growth and Tax Strategy Fund Victory Portfolios III 1,539128.8K $0.01 %0.00 %as of Feb 28, 2026 ↗
Avanza Global Avanza Fonder AB 1,4951.2M SEK0.00 %0.00 %as of Mar 31, 2026 ↗
WisdomTree Efficient Gold Plus Equity Strategy Fund WisdomTree Trust 1,463122.4K $0.02 %0.00 %as of Feb 28, 2026 ↗
Invesco S&P 500 High Dividend Growers ETF Invesco Exchange-Traded Fund Trust II 1,395116.7K $1.13 %0.00 %as of Feb 28, 2026 ↗
Sofi Select 500 ETF Tidal Trust I 1,326110.9K $0.02 %0.00 %as of Feb 28, 2026 ↗
AQR Trend Total Return Fund AQR Funds 1,291105.8K $0.05 %0.00 %as of Mar 31, 2026 ↗
Invesco S&P 500 BuyWrite ETF Invesco Exchange-Traded Fund Trust 1,274105.5K $0.03 %0.00 %as of Apr 30, 2026 ↗
S&P 500 Index Fund SHELTON FUNDS 1,272106.4K $0.03 %0.00 %as of Feb 28, 2026 ↗
Franklin U.S. Core Dividend Tilt Index ETF Franklin Templeton ETF Trust 1,271104.1K $0.10 %0.00 %as of Mar 31, 2026 ↗
Destinations Small-Mid Cap Equity Fund Brinker Capital Destinations Trust 1,263105.7K $0.01 %0.00 %as of Feb 28, 2026 ↗
Knights of Columbus U.S. ALL CAP INDEX FUND ADVISORS' INNER CIRCLE III 1,246103.2K $0.03 %0.00 %as of Apr 30, 2026 ↗
Empower Core Strategies: U.S. Equity Fund EMPOWER FUNDS, INC. 1,21199.2K $0.01 %0.00 %as of Mar 31, 2026 ↗
SIMT Multi-Asset Inflation Managed Fund SEI INSTITUTIONAL MANAGED TRUST 1,20398.5K $0.02 %0.00 %as of Mar 31, 2026 ↗
State Street Total Return V.I.S. Fund STATE STREET VARIABLE INSURANCE SERIES FUNDS INC 1,18797.2K $0.01 %0.00 %as of Mar 31, 2026 ↗
State Street Balanced Index Fund STATE STREET INSTITUTIONAL INVESTMENT TRUST 1,16695.5K $0.02 %0.00 %as of Mar 31, 2026 ↗
Stratified LargeCap Index ETF Exchange Listed Funds Trust 1,12291.9K $0.08 %0.00 %as of Mar 31, 2026 ↗
AVIP Intech U.S. Low Volatility Portfolio AuguStar Variable Insurance Products Fund Inc 1,11591.3K $0.02 %0.00 %as of Mar 31, 2026 ↗
AMT Diversified Equity Fund ADVISER MANAGED TRUST 1,09490.6K $0.02 %0.00 %as of Apr 30, 2026 ↗
BlackRock Managed Income Fund BlackRock Funds II 1,08689K $0.01 %0.00 %as of Mar 31, 2026 ↗
Victory S&P 500 Index Fund Victory Portfolios 1,06487.2K $0.03 %0.00 %as of Mar 31, 2026 ↗
Wilshire 5000 Index Fund Wilshire Mutual Funds Inc 1,05986.8K $0.03 %0.00 %as of Mar 31, 2026 ↗
AZL MSCI Global Equity Index Fund Allianz Variable Insurance Products Trust 1,04685.7K $0.03 %0.00 %as of Mar 31, 2026 ↗
EQ/Goldman Sachs Moderate Growth Allocation Portfolio EQ Advisors Trust 1,04085.2K $0.01 %0.00 %as of Mar 31, 2026 ↗
ProShares Ultra S&P 500 Equal Weight ProShares Trust 1,03486.5K $0.15 %0.00 %as of Feb 28, 2026 ↗
Transamerica Morgan Stanley Global Allocation VP TRANSAMERICA SERIES TRUST 1,02884.2K $0.01 %0.00 %as of Mar 31, 2026 ↗
EQ/ClearBridge Select Equity Managed Volatility Portfolio EQ Advisors Trust 98780.9K $0.01 %0.00 %as of Mar 31, 2026 ↗
Federated Hermes Max-Cap Index Fund Federated Hermes Index Trust 96579.9K $0.03 %0.00 %as of Apr 30, 2026 ↗
Franklin Dividend Growth ETF Franklin Templeton ETF Trust 88272.3K $1.47 %0.00 %as of Mar 31, 2026 ↗
NYLI CBRE Real Assets ETF New York Life Investments Active ETF Trust 86271.4K $1.03 %0.00 %as of Apr 30, 2026 ↗
SA Multi-Managed Large Cap Value Portfolio SEASONS SERIES TRUST 86270.6K $0.02 %0.00 %as of Mar 31, 2026 ↗
Innovator Equity Managed 10 Buffer ETF Innovator ETFs Trust 86171.3K $0.27 %0.00 %as of Apr 30, 2026 ↗
Gotham Absolute Return Fund FundVantage Trust 84969.6K $0.01 %0.00 %as of Mar 31, 2026 ↗
Catholic Values Equity Fund SEI CATHOLIC VALUES TRUST 83369.7K $0.02 %0.00 %as of Feb 28, 2026 ↗
Direxion HCM Tactical Enhanced US ETF Direxion Shares ETF Trust 82067.9K $0.01 %0.00 %as of Apr 30, 2026 ↗
Six Circles Managed Equity Portfolio International Unconstrained Fund SIX CIRCLES TRUST 80165.6K $0.00 %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