Evergy Ownership | Who Owns Evergy?


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Evergy Ownership Summary


Evergy is owned by 87.40% institutional investors, 0.21% insiders, and 12.39% retail investors. Vanguard group is the largest institutional shareholder, holding 13.16% of EVRG shares. Vanguard Total Stock Mkt Idx Inv is the top mutual fund, with 2.99% of its assets in Evergy shares.

EVRG Ownership Benchmark


TypeName% Inst% Insiders% Retail
StockEvergy87.40%0.21%12.39%
SectorUtilities Stocks61.10%5.42%33.48%

Institutional Shareholders


Top Institutional Shareholders by Total Shares

HolderShares% HoldingValue
Vanguard group30.29M13.16%$1.60B
Blackrock funding, inc. /de17.43M7.57%$1.07B
State street16.45M7.15%$871.58M
Blackrock16.39M7.12%$868.39M
Zimmer partners, lp5.85M2.54%$309.92M
Geode capital management5.81M2.53%$307.17M
Invesco5.72M2.49%$303.12M
Franklin resources5.24M2.28%$277.78M
Morgan stanley3.73M1.62%$197.44M
Millennium management3.68M1.60%$195.09M

Top Institutional Shareholders by % of Total Assets

HolderShares% AssetsValue
Bluescape energy partners2.66M33.60%$140.77M
Teilinger capital650.00K7.02%$40.01M
Zimmer partners, lp5.85M5.71%$309.92M
Decade renewable partners lp213.53K5.52%$11.31M
Covalis capital llp458.20K3.30%$24.27M
Keene & associates64.24K3.17%$3.95M
Greenland capital management lp282.94K2.21%$14.99M
Rnc capital management739.16K2.17%$39.15M
Hite hedge asset management389.42K2.02%$20.63M
Old republic830.25K2.01%$51.10M

Top Buyers

HolderShares% AssetsChange
Zimmer partners, lp5.85M5.71%3.52M
Millennium management3.68M0.09%1.03M
Brandes investment partners, lp904.18K0.62%904.18K
Wells fargo & company/mn1.04M0.01%833.89K
Aqr capital management1.19M0.10%711.78K

Top Sellers

HolderShares% AssetsChange
Pathway financial advisers42.87K0.88%-2.50M
Point72 asset management2.26M0.31%-1.49M
Price t rowe associates inc /md/419.40K0.00%-1.22M
Fmr866.28K0.00%-1.15M
Vanguard group30.29M0.03%-760.71K

New Positions

HolderShares% AssetsChangeValue
Brandes investment partners, lp904.18K0.62%904.18K$55.65M
Raymond james financial527.84K0.01%527.84K$32.49M
Covalis capital llp458.20K3.30%458.20K$24.27M
Arrowmark colorado210.00K0.13%210.00K$11.12M
Brandywine global investment management136.35K0.05%136.35K$7.22M

Sold Out

HolderChange
Hallmark capital management-1.00
Westend advisors-3.00
Harbor investment advisory-3.00
Castleview partners-4.00
Johnson financial group-7.00

Institutional Ownership Trends


DateHoldingsChange %SharesChange %OwnershipChange %Increased PositionChange %Decreased PositionChange %
Sep 30, 20247171.85%201,284,7312.85%871.21%333-4.03%2354.44%
Jun 30, 2024694-0.29%194,827,778-0.36%841.17%3396.94%225-10.36%
Mar 31, 2024696-1.14%195,529,228-2.46%841.12%317-14.78%25110.57%
Dec 31, 20237046.99%200,467,7674.64%871.26%37215.89%2275.09%
Sep 30, 2023658-0.90%191,580,1490.87%831.22%3216.29%216-4.85%

Top Mutual Funds Shareholders


HolderShares% HoldingChange
Vanguard Total Stock Mkt Idx Inv6.88M2.99%4.06K
Vanguard Institutional 500 Index Trust6.23M2.71%45.22K
Franklin Utilities Fund A14.25M1.85%-
Franklin Utilities A14.25M1.85%-
The Utilities Select Sector SPDR® ETF3.33M1.45%-8.26K
Federated Hermes Strategic Val Dividend3.21M1.40%-
Federated Hermes Strategic Value Div IS3.21M1.40%-
Fidelity 500 Index2.85M1.24%13.26K
SPDR® S&P 500® ETF Trust2.83M1.23%-12.55K
Vanguard Small Cap Index2.78M1.21%24.39K

Recent Insider Transactions


DateNameRoleActivityValue
Nov 27, 2024KING CHARLES L SVP & CHIEF TECHNOLOGY OFFICERSell$150.01K
Nov 13, 2024Bryant Kevin E. EVP - CORPORATE INITIATIVESSell$3.03M
Sep 03, 2024Caisley Charles A. SVP - PA & CHIEF COSell$550.75K
Aug 27, 2024Humphrey Heather A SVP - GEN COUNSEL, CORP SECSell$196.81K
Aug 21, 2024Lawrence Sandra AJ-Sell$58.35K

Insider Transactions Trends


DateBuySell
2025 Q1--
2024 Q4-2
2024 Q3-6
2024 Q2--
2024 Q1--

EVRG Ownership FAQ


Who owns the most shares of Evergy?

Evergy’s largest shareholders are Vanguard group (30.29M shares, 13.16%), Blackrock funding, inc. /de (17.43M shares, 7.57%), and State street (16.45M shares, 7.15%). Together, they hold 27.87% of Evergy’s total shares outstanding.

Does Blackrock own Evergy?

Yes, BlackRock owns 7.12% of Evergy, totaling 16.39M shares as of Jun 2024. This represents 0.02% of BlackRock's total assets, with a market value of 868.39M$. In the last quarter, BlackRock increased its holdings by 433.09K shares, a 2.71% change.

Who is Evergy’s biggest shareholder by percentage of total assets invested?

Bluescape energy partners is Evergy’s biggest shareholder by percentage of total assets invested, with 33.60% of its assets in 2.66M Evergy shares, valued at 140.77M$.

Who is the top mutual fund holder of Evergy shares?

Vanguard Total Stock Mkt Idx Inv is the top mutual fund holder of Evergy shares, with 2.99% of its total shares outstanding invested in 6.88M Evergy shares.

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