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 S&P 500 Index V.I.S. Fund STATE STREET VARIABLE INSURANCE SERIES FUNDS INC 78864.6K $0.03 %0.00 %as of Mar 31, 2026 ↗
PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF PIMCO Equity Series 78864.6K $0.03 %0.00 %as of Mar 31, 2026 ↗
Defiance Large Cap Ex-mag 7 ETF Tidal Trust II 78765.8K $0.05 %0.00 %as of Feb 28, 2026 ↗
Direxion Daily S&P 500 Bull 2X Shares Direxion Shares ETF Trust 77264K $0.03 %0.00 %as of Apr 30, 2026 ↗
Gotham Enhanced 500 ETF Tidal Trust I 75561.8K $0.01 %0.00 %as of Mar 31, 2026 ↗
Global Strategist Portfolio MORGAN STANLEY INSTITUTIONAL FUND TRUST 73660.3K $0.01 %0.00 %as of Mar 31, 2026 ↗
State Street(R) SPDR(R) S&P(R) 1500 Momentum Tilt ETF SPDR SERIES TRUST 72059K $0.04 %0.00 %as of Mar 31, 2026 ↗
WisdomTree U.S. Efficient Core Fund WisdomTree Trust 69156.6K $0.00 %0.00 %as of Mar 31, 2026 ↗
State Street(R) SPDR(R) Russell 1000 Momentum Focus ETF SPDR SERIES TRUST 68556.1K $0.22 %0.00 %as of Mar 31, 2026 ↗
iShares MSCI Kokusai ETF iShares Trust 67756.1K $0.02 %0.00 %as of Apr 30, 2026 ↗
Nova Fund Rydex Series Funds 65253.4K $0.02 %0.00 %as of Mar 31, 2026 ↗
PineBridge Dynamic Asset Allocation Fund ADVISORS' INNER CIRCLE III 64853.7K $0.04 %0.00 %as of Apr 30, 2026 ↗
DWS Equity Sector Strategy Fund DEUTSCHE DWS ASSET ALLOCATION TRUST 62652.4K $0.06 %0.00 %as of Feb 28, 2026 ↗
S&P 500 2x Strategy Fund Rydex Dynamic Funds 62451.1K $0.03 %0.00 %as of Mar 31, 2026 ↗
EQ/Invesco Moderate Growth Allocation Portfolio EQ Advisors Trust 61250.1K $0.01 %0.00 %as of Mar 31, 2026 ↗
CYBER HORNET S&P 500 Index Funds 60849.8K $0.03 %0.00 %as of Mar 31, 2026 ↗
JPMorgan Flexible Income ETF J.P. Morgan Exchange-Traded Fund Trust 58048K $0.11 %0.00 %as of Apr 30, 2026 ↗
MFS Global Alternative Strategy Fund MFS Series Trust XV 57447.6K $0.02 %0.00 %as of Apr 30, 2026 ↗
Global X Adaptive U.S. Risk Management ETF GLOBAL X FUNDS 53644.8K $0.03 %0.00 %as of Feb 28, 2026 ↗
S&P 500 Fund Rydex Series Funds 51442.1K $0.03 %0.00 %as of Mar 31, 2026 ↗
Intech S&P Large Cap Diversified Alpha ETF Tidal Trust III 49641.1K $0.03 %0.00 %as of Apr 30, 2026 ↗
First Trust Multi Income Allocation Portfolio First Trust Variable Insurance Trust 49140.2K $0.25 %0.00 %as of Mar 31, 2026 ↗
ULTRABULL PROFUND ProFunds 48340K $0.02 %0.00 %as of Apr 30, 2026 ↗
Multi-Asset Strategy Fund RUSSELL INVESTMENT CO 47639.4K $0.01 %0.00 %as of Apr 30, 2026 ↗
Hartford Schroders Diversified Opportunities Fund HARTFORD MUTUAL FUNDS II, INC 47239.1K $0.02 %0.00 %as of Apr 30, 2026 ↗
Morningstar Alternatives Fund Morningstar Funds Trust 47139K $0.02 %0.00 %as of Apr 30, 2026 ↗
EQ/Invesco Moderate Allocation Portfolio EQ Advisors Trust 46137.8K $0.01 %0.00 %as of Mar 31, 2026 ↗
T. Rowe Price Hedged Equity ETF T. Rowe Price Exchange-Traded Funds, Inc. 43936K $0.11 %0.00 %as of Mar 31, 2026 ↗
AB Dynamic Asset Allocation Portfolio AB VARIABLE PRODUCTS SERIES FUND, INC. 42034.4K $0.01 %0.00 %as of Mar 31, 2026 ↗
Multi-Strategy Income Fund RUSSELL INVESTMENT CO 41434.3K $0.01 %0.00 %as of Apr 30, 2026 ↗
MML Managed Volatility Fund MML SERIES INVESTMENT FUND 38131.2K $0.04 %0.00 %as of Mar 31, 2026 ↗
ProShares S&P 500 Ex-Financials ETF ProShares Trust 32727.4K $0.04 %0.00 %as of Feb 28, 2026 ↗
UBS U.S. Allocation Fund UBS INVESTMENT TRUST 32026.8K $0.01 %0.00 %as of Feb 28, 2026 ↗
Simplify Next Intangible Core Index ETF Simplify Exchange Traded Funds 31926.1K $0.07 %0.00 %as of Mar 31, 2026 ↗
LoCorr Strategic Allocation Fund LoCorr Investment Trust 31826.1K $0.03 %0.00 %as of Mar 31, 2026 ↗
The ESG Growth Portfolio HC Capital Trust 31125.5K $0.02 %0.00 %as of Mar 31, 2026 ↗
E*TRADE No Fee Large Cap Index Fund E Trade Trust 30625.3K $0.02 %0.00 %as of Apr 30, 2026 ↗
ProShares S&P 500 Ex-Energy ETF ProShares Trust 30525.5K $0.03 %0.00 %as of Feb 28, 2026 ↗
S&P 500 2x Strategy Fund Rydex Variable Trust 30525K $0.03 %0.00 %as of Mar 31, 2026 ↗
ELFUN DIVERSIFIED FUND ELFUN DIVERSIFIED FUND 28623.4K $0.01 %0.00 %as of Mar 31, 2026 ↗
WisdomTree U.S. Adaptive Moving Average Fund WisdomTree Trust 28223.1K $0.03 %0.00 %as of Mar 31, 2026 ↗
iShares S&P 500 ex S&P 100 ETF iShares Trust 28123K $0.12 %0.00 %as of Mar 31, 2026 ↗
Global Multi-Strategy Fund Principal Funds, Inc 27723.2K $0.00 %0.00 %as of Feb 28, 2026 ↗
State Street(R) SPDR(R) MSCI World StrategicFactors(SM) ETF SPDR INDEX SHARES FUNDS 27622.6K $0.01 %0.00 %as of Mar 31, 2026 ↗
Global X S&P 500 Covered Call & Growth ETF GLOBAL X FUNDS 26121.6K $0.03 %0.00 %as of Apr 30, 2026 ↗
E*TRADE No Fee Total Market Index Fund E Trade Trust 26021.5K $0.03 %0.00 %as of Apr 30, 2026 ↗
AST Quantitative Modeling Portfolio Advanced Series Trust 23018.8K $0.00 %0.00 %as of Mar 31, 2026 ↗
The Catholic SRI Growth Portfolio HC Capital Trust 22818.7K $0.03 %0.00 %as of Mar 31, 2026 ↗
Global X S&P 500 Risk Managed Income ETF GLOBAL X FUNDS 20817.2K $0.04 %0.00 %as of Apr 30, 2026 ↗
Fidelity Strategic Real Return Fund Fidelity Salem Street Trust 19616.1K $0.00 %0.00 %as of Mar 31, 2026 ↗
SA Franklin Tactical Opportunities Portfolio SUNAMERICA SERIES TRUST 19115.8K $0.01 %0.00 %as of Apr 30, 2026 ↗
New Covenant Growth Fund NEW COVENANT FUNDS 18014.7K $0.00 %0.00 %as of Mar 31, 2026 ↗
Invesco S&P 500 Downside Hedged ETF Invesco Actively Managed Exchange-Traded Fund Trust 17714.7K $0.02 %0.00 %as of Apr 30, 2026 ↗
Virtus AlphaSimplex Global Alternatives Fund Virtus Alternative Solutions Trust 17314.2K $0.02 %0.00 %as of Mar 31, 2026 ↗
Allspring VT Index Asset Allocation Fund Allspring VARIABLE TRUST 15712.9K $0.02 %0.00 %as of Mar 31, 2026 ↗
ProShares S&P 500 Ex-Health Care ETF ProShares Trust 15613.1K $0.04 %0.00 %as of Feb 28, 2026 ↗
AB US Equity ETF AB Active ETFs, Inc. 15312.8K $0.00 %0.00 %as of Feb 28, 2026 ↗
BULL PROFUND ProFunds 14812.3K $0.02 %0.00 %as of Apr 30, 2026 ↗
PROFUND VP LARGE CAP VALUE ProFunds 14612K $0.07 %0.00 %as of Mar 31, 2026 ↗
Columbia Research Enhanced Mid Cap ETF Columbia ETF Trust I 14612K $0.40 %0.00 %as of Mar 31, 2026 ↗
RiverNorth Patriot ETF Elevation Series Trust 14111.6K $0.31 %0.00 %as of Mar 31, 2026 ↗
PROFUND VP BULL ProFunds 13811.3K $0.03 %0.00 %as of Mar 31, 2026 ↗
Avantis Total Equity Markets ETF American Century ETF Trust 13211K $0.00 %0.00 %as of Feb 28, 2026 ↗
iShares S&P 500 3% Capped ETF iShares Trust 12410.2K $0.04 %0.00 %as of Mar 31, 2026 ↗
State Street(R) SPDR(R) Portfolio S&P Sector Neutral Dividend ETF SPDR SERIES TRUST 1159.4K $0.08 %0.00 %as of Mar 31, 2026 ↗
UBS GLOBAL ALLOCATION FUND UBS FUNDS 1088.8K $0.01 %0.00 %as of Mar 31, 2026 ↗
NEOS Boosted S&P 500(R) High Income ETF NEOS ETF Trust 1008.2K $0.04 %0.00 %as of Mar 31, 2026 ↗
Global Strategist Portfolio MORGAN STANLEY VARIABLE INSURANCE FUND INC. 998.1K $0.01 %0.00 %as of Mar 31, 2026 ↗
NEOS S&P 500(R) Hedged Equity Income ETF NEOS ETF Trust 988K $0.03 %0.00 %as of Mar 31, 2026 ↗
QRAFT AI-Enhanced U.S. Large Cap ETF Exchange Listed Funds Trust 857K $0.05 %0.00 %as of Apr 30, 2026 ↗
Nova Fund Rydex Variable Trust 836.8K $0.02 %0.00 %as of Mar 31, 2026 ↗
Pacer S&P 500 Quality FCF High Dividend ETF Pacer Funds Trust 665.5K $1.03 %0.00 %as of Apr 30, 2026 ↗
Gotham Enhanced Return Fund FundVantage Trust 604.9K $0.00 %0.00 %as of Mar 31, 2026 ↗
PROFUND VP ULTRABULL ProFunds 574.7K $0.03 %0.00 %as of Mar 31, 2026 ↗
LARGE-CAP VALUE PROFUND ProFunds 473.9K $0.07 %0.00 %as of Apr 30, 2026 ↗
WisdomTree 500 Digital Fund WisdomTree Digital Trust 473.9K $0.02 %0.00 %as of Mar 31, 2026 ↗
MOA CATHOLIC VALUES INDEX FUND MoA Funds Corp 403.3K $0.03 %0.00 %as of Mar 31, 2026 ↗
Avanza USA Avanza Fonder AB 3527.3K SEK0.00 %0.00 %as of Mar 31, 2026 ↗
Xtrackers S&P 500 Diversified Sector Weight ETF DBX ETF Trust 332.8K $0.04 %0.00 %as of Feb 28, 2026 ↗
Innovator Equity Premium Income - Daily PutWrite ETF Innovator ETFs Trust 262.2K $0.02 %0.00 %as of Apr 30, 2026 ↗
Cyber Hornet S&P 500 and Bitcoin 75/25 Strategy ETF Cyber Hornet Trust 211.7K $0.03 %0.00 %as of Mar 31, 2026 ↗
Global X S&P 500 Christian Values ETF GLOBAL X FUNDS 191.6K $0.03 %0.00 %as of Apr 30, 2026 ↗
NPF Core Equity ETF Elevation Series Trust 191.6K $0.00 %0.00 %as of Apr 30, 2026 ↗
Global X U.S. 500 ETF GLOBAL X FUNDS 161.3K $0.03 %0.00 %as of Feb 28, 2026 ↗
Global X S&P 500 Tail Risk ETF GLOBAL X FUNDS 131.1K $0.03 %0.00 %as of Apr 30, 2026 ↗
Global X S&P 500 Collar 95-110 ETF GLOBAL X FUNDS 131.1K $0.03 %0.00 %as of Apr 30, 2026 ↗
Global X S&P 500 U.S. Revenue Leaders ETF GLOBAL X FUNDS 131.1K $0.05 %0.00 %as of Apr 30, 2026 ↗
Gotham Enhanced S&P 500 Index Fund FundVantage Trust 11901.1 $0.00 %0.00 %as of Mar 31, 2026 ↗
WisdomTree Efficient U.S. Plus International Equity Fund WisdomTree Trust 6491.5 $0.03 %0.00 %as of Mar 31, 2026 ↗
ProShares S&P 500 Dynamic Buffer ETF ProShares Trust 5418.3 $0.02 %0.00 %as of Feb 28, 2026 ↗
Gotham Index Plus Fund FundVantage Trust 181.9 $0.00 %as of Mar 31, 2026 ↗
Cyber Hornet S&P 500 & Ethereum 75/25 Strategy ETF Cyber Hornet Trust 181.9 $0.02 %0.00 %as of Mar 31, 2026 ↗
Cyber Hornet S&P 500 & Solana 75/25 Strategy ETF Cyber Hornet Trust 181.9 $0.02 %0.00 %as of Mar 31, 2026 ↗
Cyber Hornet S&P 500 & XRP 75/25 Strategy ETF Cyber Hornet Trust 181.9 $0.02 %0.00 %as of Mar 31, 2026 ↗
IBERCAJA DIVIDENDO GLOBAL, FI IBERCAJA GESTION, SGIIC, S.A. 5.6M €1.33 %as of Dec 31, 2025 ↗
BINDEX USA INDICE, FI BBVA ASSET MANAGEMENT, S.A., SGIIC 333K €0.03 %as of Dec 31, 2025 ↗
ING DIRECT FONDO NARANJA STANDARD & POOR´S 500, FI AMUNDI IBERIA, SGIIC, S.A. 308.2K €0.03 %as of Dec 31, 2025 ↗
IBERCAJA INFRAESTRUCTURAS, FI IBERCAJA GESTION, SGIIC, S.A. 104.9K €0.54 %as of Dec 31, 2025 ↗
BBVA BOLSA INDICE USA (CUBIERTO), FI BBVA ASSET MANAGEMENT, S.A., SGIIC 71K €0.03 %as of Dec 31, 2025 ↗
IBERCAJA COMPROMISO SOLIDARIO, FI IBERCAJA GESTION, SGIIC, S.A. 6.5K €0.28 %as of Dec 31, 2025 ↗

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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