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
CRM ALL CAP VALUE FUND CRM Mutual Fund Trust 3,391281.5K $1.42 %0.00 %as of Jul 31, 2026 ↗
THRIVENT CONSERVATIVE ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. 3,263282K $0.05 %0.00 %as of Jun 30, 2026 ↗
VANGUARD GROWTH AND INCOME FUND VANGUARD QUANTITATIVE FUNDS 3,240280K $0.00 %0.00 %as of Jun 30, 2026 ↗
Dimensional US Large Cap Core Equity Market ETF Dimensional ETF Trust 3,211266.5K $0.02 %0.00 %as of Jul 31, 2026 ↗
DWS Equity 500 Index VIP DEUTSCHE DWS INVESTMENTS VIT FUNDS 3,204276.9K $0.03 %0.00 %as of Jun 30, 2026 ↗
PGIM Quant Solutions Large-Cap Index Fund Prudential Investment Portfolios 8 3,200276.6K $0.03 %0.00 %as of Jun 30, 2026 ↗
Nuveen Life Stock Index Fund TIAA-CREF Life Funds 3,168273.8K $0.03 %0.00 %as of Jun 30, 2026 ↗
Value Equity Index Fund GuideStone Funds 3,155272.7K $0.05 %0.00 %as of Jun 30, 2026 ↗
Franklin S&P 500 Index Fund Legg Mason Partners Investment Trust 3,033262.1K $0.03 %0.00 %as of Jun 30, 2026 ↗
Abraham Fortress Fund INVESTMENT MANAGERS SERIES TRUST II 2,967256.4K $0.25 %0.00 %as of Jun 30, 2026 ↗
JNL Multi-Manager Small Cap Value Fund JNL Series Trust 2,920252.4K $0.01 %0.00 %as of Jun 30, 2026 ↗
First Trust S&P 500 Diversified Dividend Aristocrats ETF First Trust Exchange-Traded Fund VI 2,864247.5K $0.40 %0.00 %as of Jun 30, 2026 ↗
Voya VACS Series MCV Fund Voya Equity Trust 2,842233.2K $0.20 %0.00 %as of May 31, 2026 ↗
NAA LARGE CORE FUND New Age Alpha Funds Trust 2,835245K $0.09 %0.00 %as of Jun 30, 2026 ↗
NAA LARGE CORE SERIES New Age Alpha Variable Funds Trust 2,821243.8K $0.09 %0.00 %as of Jun 30, 2026 ↗
BrandywineGLOBAL - Diversified US Large Cap Value Fund Legg Mason Global Asset Management Trust 2,800242K $0.22 %0.00 %as of Jun 30, 2026 ↗
Goldman Sachs MarketBeta(R) Russell 1000 Value Equity ETF Goldman Sachs ETF Trust 2,776227.7K $0.06 %0.00 %as of May 31, 2026 ↗
Invesco S&P 500 Concentrated QVM ETF Invesco Exchange-Traded Fund Trust II 2,723223.4K $0.17 %0.00 %as of May 31, 2026 ↗
VANGUARD TAX-MANAGED CAPITAL APPRECIATION FUND VANGUARD TAX-MANAGED FUNDS 2,716234.7K $0.00 %0.00 %as of Jun 30, 2026 ↗
VOYA MULTI-MANAGER MID CAP VALUE FUND Voya Equity Trust 2,705221.9K $0.20 %0.00 %as of May 31, 2026 ↗
The Free Markets ETF Tidal Trust I 2,694221K $1.47 %0.00 %as of May 31, 2026 ↗
Invesco Multi-Strategy Fund AIM Investment Funds (Invesco Investment Funds) 2,666221.3K $0.09 %0.00 %as of Jul 31, 2026 ↗
Allspring Index Asset Allocation Fund ALLSPRING FUNDS TRUST 2,654229.4K $0.02 %0.00 %as of Jun 30, 2026 ↗
SIMT Mid-Cap Fund SEI INSTITUTIONAL MANAGED TRUST 2,649229K $0.40 %0.00 %as of Jun 30, 2026 ↗
MML VIP BlackRock(R) Equity Index Fund MML SERIES INVESTMENT FUND 2,634227.7K $0.03 %0.00 %as of Jun 30, 2026 ↗
THRIVENT MODERATELY CONSERVATIVE ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. 2,512217.1K $0.01 %0.00 %as of Jun 30, 2026 ↗
Point Bridge America First ETF ETF Series Solutions 2,439210.8K $0.68 %0.00 %as of Jun 30, 2026 ↗
ProShares Ultra Utilities ProShares Trust 2,394196.4K $1.02 %0.00 %as of May 31, 2026 ↗
Bridge Builder Large Cap Value Fund Bridge Builder Trust 2,393206.8K $0.00 %0.00 %as of Jun 30, 2026 ↗
JNL/Mellon World Index Fund JNL Series Trust 2,384206K $0.02 %0.00 %as of Jun 30, 2026 ↗
Calvert US Mid-Cap Core Responsible Index ETF Morgan Stanley ETF Trust 2,370204.8K $0.20 %0.00 %as of Jun 30, 2026 ↗
SIMT Dynamic Asset Allocation Fund SEI INSTITUTIONAL MANAGED TRUST 2,328201.2K $0.02 %0.00 %as of Jun 30, 2026 ↗
Wilmington Large-Cap Strategy Fund Wilmington Funds 2,300190.9K $0.03 %0.00 %as of Jul 31, 2026 ↗
MoA Large Cap Value Index Fund MoA Funds Corp 2,266195.9K $0.05 %0.00 %as of Jun 30, 2026 ↗
AB Global Dynamic Allocation Portfolio Brighthouse Funds Trust I 2,185188.8K $0.01 %0.00 %as of Jun 30, 2026 ↗
JNL S&P 500 Index Fund JNL Series Trust 2,151185.9K $0.03 %0.00 %as of Jun 30, 2026 ↗
EQ/Global Equity Managed Volatility Portfolio EQ Advisors Trust 2,115182.8K $0.01 %0.00 %as of Jun 30, 2026 ↗
Xtrackers MSCI Kokusai Equity ETF DBX ETF Trust 2,103172.5K $0.02 %0.00 %as of May 29, 2026 ↗
First Sentier American Listed Infrastructure Fund Datum One Series Trust 2,044176.7K $3.88 %0.00 %as of Jun 30, 2026 ↗
CVT S&P 500 Index Portfolio Calvert Variable Trust, Inc. 1,979171K $0.03 %0.00 %as of Jun 30, 2026 ↗
RJ Eagle Vertical Income ETF Carillon Series Trust 1,936167.3K $1.22 %0.00 %as of Jun 30, 2026 ↗
Strategic Allocation: Conservative Fund American Century Strategic Asset Allocations Inc 1,919159.3K $0.06 %0.00 %as of Jul 31, 2026 ↗
Artisan Value Income Fund Artisan Partners Funds Inc. 1,903164.5K $2.02 %0.00 %as of Jun 30, 2026 ↗
Fidelity Strategic Dividend and Income Fund Fidelity Salem Street Trust 1,899155.8K $0.00 %0.00 %as of May 31, 2026 ↗
GuideMark Large Cap Core Fund GPS Funds I 1,893163.6K $0.02 %0.00 %as of Jun 30, 2026 ↗
Utilities Fund Rydex Variable Trust 1,880162.5K $1.77 %0.00 %as of Jun 30, 2026 ↗
NAA OPPORTUNITY FUND New Age Alpha Funds Trust 1,843159.3K $0.39 %0.00 %as of Jun 30, 2026 ↗
SIIT MULTI-ASSET REAL RETURN FUND SEI INSTITUTIONAL INVESTMENTS TRUST 1,843151.2K $0.02 %0.00 %as of May 31, 2026 ↗
EQ/AB Dynamic Moderate Growth Portfolio EQ Advisors Trust 1,841159.1K $0.01 %0.00 %as of Jun 30, 2026 ↗
THRIVENT MODERATELY CONSERVATIVE ALLOCATION FUND Thrivent Mutual Funds 1,756145.8K $0.01 %0.00 %as of Jul 31, 2026 ↗
EQ/AB Dynamic Growth Portfolio EQ Advisors Trust 1,751151.3K $0.01 %0.00 %as of Jun 30, 2026 ↗
Steward Values Enhanced Large Cap Fund Steward Funds Inc 1,721142.9K $0.04 %0.00 %as of Jul 31, 2026 ↗
Clockwise U.S. Core Equity ETF Tidal Trust II 1,700139.5K $0.97 %0.00 %as of May 31, 2026 ↗
Victory Cornerstone Moderately Conservative Fund Victory Portfolios III 1,687138.4K $0.07 %0.00 %as of May 31, 2026 ↗
Longboard Fund NORTHERN LIGHTS FUND TRUST II 1,673137.3K $0.13 %0.00 %as of May 31, 2026 ↗
VanEck Durable High Dividend ETF VanEck ETF Trust 1,669144.3K $0.39 %0.00 %as of Jun 30, 2026 ↗
NAA ALLOCATION FUND New Age Alpha Funds Trust 1,636141.4K $0.07 %0.00 %as of Jun 30, 2026 ↗
Direxion HCM Tactical Enhanced US ETF Direxion Shares ETF Trust 1,602133K $0.02 %0.00 %as of Jul 31, 2026 ↗
EQ/AB Dynamic Aggressive Growth Portfolio EQ Advisors Trust 1,554134.3K $0.01 %0.00 %as of Jun 30, 2026 ↗
ProShares S&P 500 Ex-Technology ETF ProShares Trust 1,541126.4K $0.05 %0.00 %as of May 31, 2026 ↗
Victory Growth and Tax Strategy Fund Victory Portfolios III 1,539126.3K $0.01 %0.00 %as of May 31, 2026 ↗
Avanza Global Avanza Fonder AB 1,4951.2M SEK0.00 %0.00 %as of Mar 31, 2026 ↗
Empower Core Strategies: U.S. Equity Fund EMPOWER FUNDS, INC. 1,454125.7K $0.02 %0.00 %as of Jun 30, 2026 ↗
Innovator Equity Managed 10 Buffer ETF Innovator ETFs Trust 1,444119.9K $0.27 %0.00 %as of Jul 31, 2026 ↗
Invesco S&P 500 High Dividend Growers ETF Invesco Exchange-Traded Fund Trust II 1,431117.4K $1.06 %0.00 %as of May 31, 2026 ↗
Franklin U.S. Core Dividend Tilt Index ETF Franklin Templeton ETF Trust 1,426123.2K $0.09 %0.00 %as of Jun 30, 2026 ↗
Sofi Select 500 ETF Tidal Trust I 1,341110K $0.02 %0.00 %as of May 31, 2026 ↗
Harbor Long-Short Equity ETF Harbor ETF Trust 1,302108.1K $0.71 %0.00 %as of Jul 31, 2026 ↗
Invesco S&P 500 BuyWrite ETF Invesco Exchange-Traded Fund Trust 1,298107.7K $0.03 %0.00 %as of Jul 31, 2026 ↗
Knights of Columbus U.S. ALL CAP INDEX FUND ADVISORS' INNER CIRCLE III 1,277106K $0.03 %0.00 %as of Jul 31, 2026 ↗
S&P 500 Index Fund SHELTON FUNDS 1,272104.4K $0.03 %0.00 %as of May 31, 2026 ↗
Destinations Small-Mid Cap Equity Fund Brinker Capital Destinations Trust 1,263103.6K $0.01 %0.00 %as of May 31, 2026 ↗
State Street Balanced Index Fund STATE STREET INSTITUTIONAL INVESTMENT TRUST 1,210104.6K $0.02 %0.00 %as of Jun 30, 2026 ↗
State Street Total Return V.I.S. Fund STATE STREET VARIABLE INSURANCE SERIES FUNDS INC 1,187102.6K $0.01 %0.00 %as of Jun 30, 2026 ↗
SIMT Multi-Asset Inflation Managed Fund SEI INSTITUTIONAL MANAGED TRUST 1,163100.5K $0.02 %0.00 %as of Jun 30, 2026 ↗
WisdomTree Efficient Gold Plus Equity Strategy Fund WisdomTree Trust 1,15995.1K $0.02 %0.00 %as of May 31, 2026 ↗
Stratified LargeCap Index ETF Exchange Listed Funds Trust 1,12297K $0.08 %0.00 %as of Jun 30, 2026 ↗
Franklin Dividend Growth ETF Franklin Templeton ETF Trust 1,11896.6K $1.84 %0.00 %as of Jun 30, 2026 ↗
AVIP Intech U.S. Low Volatility Portfolio AuguStar Variable Insurance Products Fund Inc 1,11596.4K $0.02 %0.00 %as of Jun 30, 2026 ↗
UTILITIES ULTRASECTOR PROFUND ProFunds 1,10291.5K $1.17 %0.00 %as of Jul 31, 2026 ↗
AMT Diversified Equity Fund ADVISER MANAGED TRUST 1,09490.8K $0.02 %0.00 %as of Jul 31, 2026 ↗
BlackRock Managed Income Fund BlackRock Funds II 1,08693.9K $0.01 %0.00 %as of Jun 30, 2026 ↗
EQ/Goldman Sachs Growth Allocation Portfolio EQ Advisors Trust 1,07893.2K $0.01 %0.00 %as of Jun 30, 2026 ↗
Wilshire 5000 Index Fund Wilshire Mutual Funds Inc 1,05991.5K $0.03 %0.00 %as of Jun 30, 2026 ↗
Victory S&P 500 Index Fund Victory Portfolios 1,05190.8K $0.03 %0.00 %as of Jun 30, 2026 ↗
NYLIM CBRE Real Assets ETF NYLIM Active ETF Trust 1,04887K $1.26 %0.00 %as of Jul 31, 2026 ↗
Transamerica Morgan Stanley Global Allocation VP TRANSAMERICA SERIES TRUST 1,01287.5K $0.01 %0.00 %as of Jun 30, 2026 ↗
EQ/ClearBridge Select Equity Managed Volatility Portfolio EQ Advisors Trust 98785.3K $0.01 %0.00 %as of Jun 30, 2026 ↗
Federated Hermes Max-Cap Index Fund Federated Hermes Index Trust 96379.9K $0.03 %0.00 %as of Jul 31, 2026 ↗
Intech S&P Large Cap Diversified Alpha ETF Tidal Trust III 95679.4K $0.06 %0.00 %as of Jul 31, 2026 ↗
EQ/Goldman Sachs Moderate Growth Allocation Portfolio EQ Advisors Trust 94481.6K $0.01 %0.00 %as of Jun 30, 2026 ↗
PineBridge Dynamic Asset Allocation Fund ADVISORS' INNER CIRCLE III 92276.5K $0.06 %0.00 %as of Jul 31, 2026 ↗
Gotham Enhanced Return Fund FundVantage Trust 91979.4K $0.02 %0.00 %as of Jun 30, 2026 ↗
PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF PIMCO Equity Series 90878.5K $0.03 %0.00 %as of Jun 30, 2026 ↗
Direxion Daily S&P 500 Bull 2X Shares Direxion Shares ETF Trust 87072.2K $0.03 %0.00 %as of Jul 31, 2026 ↗
AZL MSCI Global Equity Index Fund Allianz Variable Insurance Products Trust 83372K $0.02 %0.00 %as of Jun 30, 2026 ↗
Catholic Values Equity Fund SEI CATHOLIC VALUES TRUST 83368.3K $0.02 %0.00 %as of May 31, 2026 ↗
SA Multi-Managed Large Cap Value Portfolio SEASONS SERIES TRUST 82571.3K $0.02 %0.00 %as of Jun 30, 2026 ↗
Symmetry Panoramic US Equity Fund Symmetry Panoramic Trust 81566.9K $0.02 %0.00 %as of May 31, 2026 ↗
Six Circles Managed Equity Portfolio International Unconstrained Fund SIX CIRCLES TRUST 80169.2K $0.00 %0.00 %as of Jun 30, 2026 ↗

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