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
State Street S&P 500 Index V.I.S. Fund STATE STREET VARIABLE INSURANCE SERIES FUNDS INC 78868.1K $0.03 %0.00 %as of Jun 30, 2026 ↗
Nova Fund Rydex Series Funds 77466.9K $0.03 %0.00 %as of Jun 30, 2026 ↗
Gotham Enhanced 500 ETF Tidal Trust I 75465.2K $0.01 %0.00 %as of Jun 30, 2026 ↗
Global Strategist Portfolio MORGAN STANLEY INSTITUTIONAL FUND TRUST 73963.9K $0.01 %0.00 %as of Jun 30, 2026 ↗
Defiance Large Cap ex-Mag 7 ETF Tidal Trust II 73960.6K $0.04 %0.00 %as of May 31, 2026 ↗
S&P 500 2x Strategy Fund Rydex Dynamic Funds 71561.8K $0.03 %0.00 %as of Jun 30, 2026 ↗
WisdomTree U.S. Efficient Core Fund WisdomTree Trust 68759.4K $0.00 %0.00 %as of Jun 30, 2026 ↗
iShares MSCI Kokusai ETF iShares Trust 67756.2K $0.02 %0.00 %as of Jul 31, 2026 ↗
Multi-Strategy Income Fund RUSSELL INVESTMENT CO 65854.6K $0.02 %0.00 %as of Jul 31, 2026 ↗
JPMorgan Flexible Income ETF J.P. Morgan Exchange-Traded Fund Trust 63452.6K $0.11 %0.00 %as of Jul 31, 2026 ↗
DWS Equity Sector Strategy Fund DEUTSCHE DWS ASSET ALLOCATION TRUST 62651.4K $0.05 %0.00 %as of May 31, 2026 ↗
EQ/Invesco Moderate Growth Allocation Portfolio EQ Advisors Trust 61252.9K $0.01 %0.00 %as of Jun 30, 2026 ↗
CYBER HORNET S&P 500 Index Funds 60252K $0.03 %0.00 %as of Jun 30, 2026 ↗
State Street(R) SPDR(R) Russell 1000 Momentum Focus ETF SPDR SERIES TRUST 58750.7K $0.17 %0.00 %as of Jun 30, 2026 ↗
1290 Loomis Sayles Multi-Asset Income Fund 1290 Funds 56947.2K $0.05 %0.00 %as of Jul 31, 2026 ↗
State Street(R) SPDR(R) S&P(R) 1500 Momentum Tilt ETF SPDR SERIES TRUST 54747.3K $0.03 %0.00 %as of Jun 30, 2026 ↗
MFS Global Alternative Strategy Fund MFS Series Trust XV 51843K $0.02 %0.00 %as of Jul 31, 2026 ↗
S&P 500 Fund Rydex Series Funds 50843.9K $0.03 %0.00 %as of Jun 30, 2026 ↗
Global X Adaptive U.S. Risk Management ETF GLOBAL X FUNDS 50741.6K $0.03 %0.00 %as of May 31, 2026 ↗
ULTRABULL PROFUND ProFunds 49641.2K $0.02 %0.00 %as of Jul 31, 2026 ↗
WisdomTree U.S. Adaptive Moving Average Fund WisdomTree Trust 48541.9K $0.02 %0.00 %as of Jun 30, 2026 ↗
Morningstar Alternatives Fund Morningstar Funds Trust 48540.3K $0.02 %0.00 %as of Jul 31, 2026 ↗
Multi-Asset Strategy Fund RUSSELL INVESTMENT CO 47639.5K $0.01 %0.00 %as of Jul 31, 2026 ↗
Hartford Schroders Diversified Opportunities Fund HARTFORD MUTUAL FUNDS II, INC 47239.2K $0.02 %0.00 %as of Jul 31, 2026 ↗
EQ/Invesco Moderate Allocation Portfolio EQ Advisors Trust 46139.8K $0.01 %0.00 %as of Jun 30, 2026 ↗
Tuttle Capital Heavy Assets Low Obsolescence ETF ETF Opportunities Trust 45639.4K $2.63 %0.00 %as of Jun 30, 2026 ↗
First Trust Multi Income Allocation Portfolio First Trust Variable Insurance Trust 43537.6K $0.22 %0.00 %as of Jun 30, 2026 ↗
E*TRADE No Fee Large Cap Index Fund E Trade Trust 41034K $0.03 %0.00 %as of Jul 31, 2026 ↗
S&P 500 2x Strategy Fund Rydex Variable Trust 40935.3K $0.03 %0.00 %as of Jun 30, 2026 ↗
AB Dynamic Asset Allocation Portfolio AB VARIABLE PRODUCTS SERIES FUND, INC. 38933.6K $0.01 %0.00 %as of Jun 30, 2026 ↗
Gotham Index Plus Fund FundVantage Trust 36431.5K $0.00 %0.00 %as of Jun 30, 2026 ↗
The ESG Growth Portfolio HC Capital Trust 35530.7K $0.02 %0.00 %as of Jun 30, 2026 ↗
E*TRADE No Fee Total Market Index Fund E Trade Trust 34728.8K $0.03 %0.00 %as of Jul 31, 2026 ↗
ProShares S&P 500 Ex-Financials ETF ProShares Trust 32226.4K $0.03 %0.00 %as of May 31, 2026 ↗
UBS U.S. Allocation Fund UBS INVESTMENT TRUST 32126.3K $0.01 %0.00 %as of May 31, 2026 ↗
LoCorr Strategic Allocation Fund LoCorr Investment Trust 31827.5K $0.02 %0.00 %as of Jun 30, 2026 ↗
ProShares S&P 500 Ex-Energy ETF ProShares Trust 30725.2K $0.03 %0.00 %as of May 31, 2026 ↗
ELFUN DIVERSIFIED FUND ELFUN DIVERSIFIED FUND 28424.5K $0.01 %0.00 %as of Jun 30, 2026 ↗
ProShares Ultra S&P 500 Equal Weight ProShares Trust 27722.7K $0.08 %0.00 %as of May 31, 2026 ↗
iShares S&P 500 ex S&P 100 ETF iShares Trust 27223.5K $0.11 %0.00 %as of Jun 30, 2026 ↗
State Street(R) SPDR(R) MSCI World StrategicFactors(SM) ETF SPDR INDEX SHARES FUNDS 26122.6K $0.01 %0.00 %as of Jun 30, 2026 ↗
The Catholic SRI Growth Portfolio HC Capital Trust 25722.2K $0.03 %0.00 %as of Jun 30, 2026 ↗
Global X S&P 500 Covered Call & Growth ETF GLOBAL X FUNDS 25421.1K $0.03 %0.00 %as of Jul 31, 2026 ↗
NEOS Boosted S&P 500(R) High Income ETF NEOS ETF Trust 23920.7K $0.03 %0.00 %as of Jun 30, 2026 ↗
Virtus AlphaSimplex Global Alternatives Fund Virtus Alternative Solutions Trust 22719.6K $0.03 %0.00 %as of Jun 30, 2026 ↗
AST Quantitative Modeling Portfolio Advanced Series Trust 22019K $0.00 %0.00 %as of Jun 30, 2026 ↗
Schroders Global Multi-Asset Portfolio Brighthouse Funds Trust I 21818.8K $0.00 %0.00 %as of Jun 30, 2026 ↗
Invesco S&P 500 Downside Hedged ETF Invesco Actively Managed Exchange-Traded Fund Trust 19916.5K $0.03 %0.00 %as of Jul 31, 2026 ↗
Gotham Neutral Fund FundVantage Trust 19316.7K $0.02 %0.00 %as of Jun 30, 2026 ↗
New Covenant Growth Fund NEW COVENANT FUNDS 18015.6K $0.00 %0.00 %as of Jun 30, 2026 ↗
Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF Morgan Stanley ETF Trust 17415K $0.08 %0.00 %as of Jun 30, 2026 ↗
SA Franklin Tactical Opportunities Portfolio SUNAMERICA SERIES TRUST 17014.1K $0.01 %0.00 %as of Jul 31, 2026 ↗
Global X S&P 500 Risk Managed Income ETF GLOBAL X FUNDS 16613.8K $0.03 %0.00 %as of Jul 31, 2026 ↗
ProShares S&P 500 Ex-Health Care ETF ProShares Trust 15612.8K $0.03 %0.00 %as of May 31, 2026 ↗
AB US Equity ETF AB Active ETFs, Inc. 15312.6K $0.00 %0.00 %as of May 31, 2026 ↗
Fidelity Strategic Real Return Fund Fidelity Salem Street Trust 15213.1K $0.00 %0.00 %as of Jun 30, 2026 ↗
iShares Dynamic Short-Term Active ETF BlackRock ETF Trust 15212.6K $0.01 %0.00 %as of Jul 31, 2026 ↗
Nova Fund Rydex Variable Trust 14812.8K $0.03 %0.00 %as of Jun 30, 2026 ↗
Allspring VT Index Asset Allocation Fund Allspring VARIABLE TRUST 14712.7K $0.02 %0.00 %as of Jun 30, 2026 ↗
RiverNorth Patriot ETF Elevation Series Trust 14112.2K $0.30 %0.00 %as of Jun 30, 2026 ↗
PROFUND VP BULL ProFunds 13811.9K $0.02 %0.00 %as of Jun 30, 2026 ↗
UBS GLOBAL ALLOCATION FUND UBS FUNDS 13711.8K $0.01 %0.00 %as of Jun 30, 2026 ↗
PROFUND VP LARGE CAP VALUE ProFunds 13611.8K $0.07 %0.00 %as of Jun 30, 2026 ↗
Avantis Total Equity Markets ETF American Century ETF Trust 13210.8K $0.00 %0.00 %as of May 31, 2026 ↗
State Street(R) SPDR(R) Portfolio S&P Sector Neutral Dividend ETF SPDR SERIES TRUST 12911.1K $0.09 %0.00 %as of Jun 30, 2026 ↗
iShares S&P 500 3% Capped ETF iShares Trust 12911.1K $0.04 %0.00 %as of Jun 30, 2026 ↗
NEOS S&P 500(R) Hedged Equity Income ETF NEOS ETF Trust 11610K $0.03 %0.00 %as of Jun 30, 2026 ↗
BULL PROFUND ProFunds 1099K $0.02 %0.00 %as of Jul 31, 2026 ↗
Global Multi-Strategy Fund Principal Funds, Inc 998.1K $0.00 %0.00 %as of May 31, 2026 ↗
Global Strategist Portfolio MORGAN STANLEY VARIABLE INSURANCE FUND INC. 978.4K $0.01 %0.00 %as of Jun 30, 2026 ↗
WisdomTree Efficient U.S. Plus International Equity Fund WisdomTree Trust 938K $0.02 %0.00 %as of Jun 30, 2026 ↗
SA Schroders VCP Global Allocation Portfolio SUNAMERICA SERIES TRUST 796.6K $0.00 %0.00 %as of Jul 31, 2026 ↗
Pacer S&P 500 Quality FCF High Dividend ETF Pacer Funds Trust 695.7K $1.04 %0.00 %as of Jul 31, 2026 ↗
Fidelity Enhanced Mid Cap Value ETF Fidelity Covington Trust 605.2K $0.10 %0.00 %as of Jun 30, 2026 ↗
PROFUND VP ULTRABULL ProFunds 585K $0.02 %0.00 %as of Jun 30, 2026 ↗
WisdomTree 500 Digital Fund WisdomTree Digital Trust 474.1K $0.02 %0.00 %as of Jun 30, 2026 ↗
MOA CATHOLIC VALUES INDEX FUND MoA Funds Corp 423.6K $0.03 %0.00 %as of Jun 30, 2026 ↗
LARGE-CAP VALUE PROFUND ProFunds 403.3K $0.06 %0.00 %as of Jul 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 342.8K $0.04 %0.00 %as of May 31, 2026 ↗
Innovator Equity Premium Income - Daily PutWrite ETF Innovator ETFs Trust 302.5K $0.01 %0.00 %as of Jul 31, 2026 ↗
Global X S&P 500 Christian Values ETF GLOBAL X FUNDS 282.3K $0.03 %0.00 %as of Jul 31, 2026 ↗
Cyber Hornet S&P 500 and Bitcoin 75/25 Strategy ETF Cyber Hornet Trust 201.7K $0.02 %0.00 %as of Jun 30, 2026 ↗
NPF Core Equity ETF Elevation Series Trust 191.6K $0.00 %0.00 %as of Jul 31, 2026 ↗
Global X S&P 500 Tail Risk ETF GLOBAL X FUNDS 171.4K $0.03 %0.00 %as of Jul 31, 2026 ↗
Global X U.S. 500 ETF GLOBAL X FUNDS 161.3K $0.03 %0.00 %as of May 31, 2026 ↗
Global X S&P 500 Collar 95-110 ETF GLOBAL X FUNDS 141.2K $0.03 %0.00 %as of Jul 31, 2026 ↗
Global X S&P 500 U.S. Revenue Leaders ETF GLOBAL X FUNDS 12996.1 $0.05 %0.00 %as of Jul 31, 2026 ↗
Gotham Enhanced S&P 500 Index Fund FundVantage Trust 11950.7 $0.00 %0.00 %as of Jun 30, 2026 ↗
ProShares S&P 500 Dynamic Buffer ETF ProShares Trust 5410.2 $0.02 %0.00 %as of May 31, 2026 ↗
Cyber Hornet S&P 500 & Solana 75/25 Strategy ETF Cyber Hornet Trust 3259.3 $0.02 %0.00 %as of Jun 30, 2026 ↗
Cyber Hornet S&P 500 & Ethereum 75/25 Strategy ETF Cyber Hornet Trust 186.4 $0.02 %0.00 %as of Jun 30, 2026 ↗
Cyber Hornet S&P 500 & XRP 75/25 Strategy ETF Cyber Hornet Trust 186.4 $0.02 %0.00 %as of Jun 30, 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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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