DaveManuel.com · Institutional Ownership · Who Owns It
EVERGY INC (EVRG)
Institutional ownership reported to the SEC as of Q2 2026, across 32 quarters.
955
Reporting holders
$18.9B
Reported value
0.1%
Calls
0.2%
Puts
+25
Holder change
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| BlackRock, Inc. | $2.4B | 27,996,513 | 0.04% | 8q | +9.9%+$217.2M |
| STATE STREET CORP | $1.5B | 16,868,189 | 0.04% | 31q | +2.5%+$35.5M |
| VANGUARD CAPITAL MANAGEMENT LLC | $1.3B | 14,657,069 | 0.03% | 2q | +0.8%+$9.7M |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $979.2M | 11,329,099 | 0.04% | 2q | -7.7%-$81.7M |
| FMR LLC | $739.6M | 8,557,681 | 0.03% | 31q | -14.1%-$121.1M |
| Invesco Ltd. | $637.1M | 7,371,645 | 0.05% | 31q | -0.7%-$4.4M |
| GEODE CAPITAL MANAGEMENT, LLC | $572.8M | 6,651,115 | 0.03% | 31q | +1.8%+$10.1M |
| FRANKLIN RESOURCES INC | $559.9M | 6,477,686 | 0.12% | 31q | +4.1%+$22.1M |
| MORGAN STANLEY | $343.2M | 3,970,642 | 0.02% | 33q | -16.8%-$69.4M |
| FEDERATED HERMES, INC. | $321.0M | 3,713,776 | 0.46% | 31q | HELD |
| COHEN & STEERS, INC. | $259.3M | 3,000,180 | 0.41% | 26q | +38.3%+$71.8M |
| BANK OF AMERICA CORP /DE/ | $238.7M | 2,761,740 | 0.02% | 31q | +3.9%+$8.9M |
| Bank of New York Mellon Corp | $238.3M | 2,757,665 | 0.04% | 31q | +1.2%+$2.9M |
| GOLDMAN SACHS GROUP INC | $238.1M | 2,754,425 | 0.02% | 31q | +11.4%+$24.3M |
| Bluescape Energy Partners LLC | $229.7M | 2,657,473 | 77.24% | 21q | HELD |
| AMERICAN CENTURY COMPANIES INC | $224.1M | 2,592,493 | 0.10% | 31q | -7.7%-$18.8M |
| Nuveen, LLC | $216.1M | 2,499,883 | 0.05% | 6q | HELD |
| JPMORGAN CHASE & CO | $215.8M | 2,480,723 | 0.01% | 31q | -17.9%-$47.0M |
| NORTHERN TRUST CORP | $213.4M | 2,469,494 | 0.02% | 31q | -7.5%-$17.4M |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $194.4M | 2,248,859 | 0.03% | 31q | +0.8%+$1.5M |
| CITADEL ADVISORS LLC | $191.1M incl. $8.1M options CALL+PUT | 2,117,472 | 0.02% | 31q | +16.8%+$27.5M |
| Magellan Asset Management Ltd | $187.9M | 2,173,521 | 4.20% | 31q | -3.1%-$6.0M |
| TRUIST FINANCIAL CORP | $177.3M | 2,051,400 | 0.21% | 27q | +7.5%+$12.4M |
| Mitsubishi UFJ Trust & Banking Corp | $175.6M | 2,031,638 | 0.38% | 31q | +11.1%+$17.5M |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | $171.3M | 1,942,359 | 0.05% | 31q | +2.1%+$3.6M |
| CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC | $153.6M | 1,777,469 | 2.14% | 2q | +27.9%+$33.5M |
| DUFF & PHELPS INVESTMENT MANAGEMENT CO | $142.8M | 1,652,488 | 1.35% | 31q | HELD |
| Legal & General Group Plc | $138.2M | 1,599,359 | 0.03% | 31q | -2.9%-$4.1M |
| DEUTSCHE BANK AG\ | $127.8M | 1,478,699 | 0.04% | 33q | +19.4%+$20.7M |
| DIMENSIONAL FUND ADVISORS LP | $121.2M | 1,402,663 | 0.02% | 31q | +2.1%+$2.5M |
| FIRST TRUST ADVISORS LP | $121.2M | 1,401,818 | 0.07% | 31q | -4.5%-$5.7M |
| VICTORY CAPITAL MANAGEMENT INC | $118.5M | 1,370,888 | 0.07% | 31q | -4.5%-$5.5M |
| VANGUARD FIDUCIARY TRUST CO | $111.1M | 1,285,098 | 0.02% | 2q | HELD |
| Energy Income Partners, LLC | $110.4M | 1,277,260 | 1.74% | 15q | +3.2%+$3.4M |
| ENVESTNET ASSET MANAGEMENT INC | $106.7M | 1,234,593 | 0.03% | 31q | +9.1%+$8.9M |
| BNP PARIBAS FINANCIAL MARKETS | $102.4M | 1,185,272 | 0.04% | 31q | +123.9%+$56.7M |
| JANE STREET GROUP, LLC | $100.3M incl. $27.4M options CALL+PUT | 843,472 | 0.01% | 14q | +3224.8%+$97.3M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $100.3M | 1,160,181 | 0.02% | 31q | +9.1%+$8.4M |
| Empower Advisory Group, LLC | $93.5M | 1,082,040 | 0.22% | 14q | +1.3%+$1.2M |
| RAYMOND JAMES FINANCIAL INC | $93.4M | 1,080,652 | 0.03% | 7q | +10.4%+$8.8M |
| Thrivent Financial for Lutherans | $92.2M | 1,067,287 | 0.16% | 31q | HELD |
| UBS Group AG | $89.1M incl. $5.6M options CALL | 967,051 | 0.01% | 31q | +5.7%+$4.8M |
| GABELLI FUNDS LLC | $87.9M | 1,017,223 | 0.56% | 31q | -2.3%-$2.1M |
| AQR CAPITAL MANAGEMENT LLC | $87.6M | 1,016,302 | 0.03% | 31q | +14.7%+$11.3M |
| VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. | $84.1M | 972,479 | 0.74% | 6q | +0.5%+$447.3K |
| ANTIPODES PARTNERS Ltd | $84.0M | 972,170 | 1.54% | 4q | -1.1%-$969.6K |
| JENNISON ASSOCIATES LLC | $83.1M | 961,228 | 0.05% | 10q | -3.2%-$2.7M |
| THOMPSON SIEGEL & WALMSLEY LLC | $80.2M | 928,256 | 1.44% | 22q | -10.4%-$9.3M |
| BRANDES INVESTMENT PARTNERS, LP | $76.9M | 890,004 | 0.54% | 7q | -25.0%-$25.6M |
| ExodusPoint Capital Management, LP | $70.2M | 811,921 | 0.45% | 16q | -15.4%-$12.7M |
| Gotham Asset Management, LLC | $64.9M | 751,305 | 0.15% | 19q | +4.5%+$2.8M |
| JONES FINANCIAL COMPANIES LLLP | $64.8M | 742,711 | 0.03% | 23q | +35.0%+$16.8M |
| MILLENNIUM MANAGEMENT LLC | $63.9M | 739,667 | 0.02% | 4q | +61.7%+$24.4M |
| BANK OF MONTREAL /CAN/ | $63.8M | 738,515 | 0.02% | 31q | +50.2%+$21.3M |
| BARCLAYS PLC | $62.9M | 728,294 | 0.01% | 31q | -11.4%-$8.1M |
| Treasurer of the State of North Carolina | $62.4M | 722,172 | 0.16% | 33q | +3.3%+$2.0M |
| Russell Investments Group, Ltd. | $61.0M | 705,405 | 0.05% | 31q | +21.6%+$10.8M |
| NATIXIS ADVISORS, LLC | $58.0M | 670,851 | 0.07% | 31q | +35.8%+$15.3M |
| Quantinno Capital Management LP | $57.9M | 669,650 | 0.07% | 14q | +21.8%+$10.4M |
| RNC CAPITAL MANAGEMENT LLC | $57.0M | 659,548 | 2.35% | 24q | HELD |
| Balyasny Asset Management L.P. | $56.4M | 653,048 | 0.07% | 11q | +225.4%+$39.1M |
| Swiss National Bank | $56.1M | 649,526 | 0.03% | 31q | -3.9%-$2.3M |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | $54.3M | 628,335 | 0.04% | 31q | -1.6%-$886.3K |
| OLD REPUBLIC INTERNATIONAL CORP | $54.3M | 627,561 | 2.03% | 31q | HELD |
| HSBC HOLDINGS PLC | $53.2M | 614,758 | 0.02% | 31q | -3.5%-$1.9M |
| TORTOISE CAPITAL ADVISORS, L.L.C. | $53.1M | 614,254 | 0.54% | 5q | -51.5%-$56.5M |
| Allianz Asset Management GmbH | $48.3M | 559,108 | 0.04% | 20q | +1.8%+$854.0K |
| Mitsubishi UFJ Asset Management Co., Ltd. | $47.8M | 552,687 | 0.03% | 31q | +6.9%+$3.1M |
| Creative Planning | $46.4M | 536,615 | 0.03% | 31q | +42.9%+$13.9M |
| CRAMER ROSENTHAL MCGLYNN LLC | $45.1M | 522,181 | 2.28% | 4q | +22.3%+$8.2M |
| Sumitomo Mitsui Trust Group, Inc. | $45.1M | 521,983 | 0.03% | 31q | -1.2%-$554.5K |
| Vanguard Global Advisers, LLC | $42.9M | 496,603 | 0.02% | 2q | -0.9%-$380.3K |
| CITIGROUP INC | $41.5M | 479,644 | 0.01% | 31q | +80.8%+$18.5M |
| California Public Employees Retirement System | $40.7M | 471,425 | 0.02% | 31q | -12.5%-$5.8M |
| Point72 Asset Management, L.P. | $40.2M | 464,908 | 0.04% | new | NEW |
| VANGUARD ASSET MANAGEMENT, Ltd | $39.7M | 459,699 | 0.03% | 2q | +6.9%+$2.6M |
| Verition Fund Management LLC | $39.0M | 450,699 | 0.20% | 24q | +21.3%+$6.8M |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | $37.6M | 435,025 | 0.18% | 31q | -7.6%-$3.1M |
| ROYAL BANK OF CANADA | $37.0M | 428,213 | 0.01% | 31q | +56.7%+$13.4M |
| Focus Partners Wealth | $35.7M | 412,886 | 0.04% | 10q | HELD |
| CIBC Bancorp USA Inc. | $35.4M | 409,158 | 0.04% | 3q | -14.9%-$6.2M |
| WELLS FARGO & COMPANY/MN | $35.3M | 408,252 | 0.01% | 31q | +9.6%+$3.1M |
| Hudson Bay Capital Management LP | $34.6M | 400,467 | 0.09% | 12q | +93.5%+$16.7M |
| RHUMBLINE ADVISERS | $34.3M | 396,823 | 0.03% | 31q | HELD |
| HITE Hedge Asset Management LLC | $34.0M | 393,514 | 1.86% | 23q | -18.2%-$7.6M |
| CRAWFORD INVESTMENT COUNSEL INC | $33.9M | 391,676 | 0.56% | 31q | HELD |
| GW HENSSLER & ASSOCIATES LTD | $33.2M | 383,867 | 1.48% | 17q | HELD |
| STIFEL FINANCIAL CORP | $30.6M | 354,151 | 0.03% | 31q | +6.4%+$1.8M |
| ALPS ADVISORS INC | $30.4M | 352,276 | 0.14% | 16q | +3.1%+$929.2K |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | $30.0M | 347,482 | 0.04% | 31q | -52.0%-$32.6M |
| PRICE T ROWE ASSOCIATES INC /MD/ | $28.7M | 331,626 | 0.00% | 31q | -24.6%-$9.4M |
| MARSHALL WACE, LLP | $27.2M | 315,194 | 0.02% | new | NEW |
| MERCER GLOBAL ADVISORS INC /ADV | $26.8M | 309,684 | 0.03% | 30q | +2.4%+$635.3K |
| Cullen/Frost Bankers, Inc. | $25.3M | 292,945 | 0.25% | 30q | +2.7%+$673.5K |
| GAMCO INVESTORS, INC. ET AL | $24.4M | 282,866 | 0.22% | 31q | -0.9%-$217.4K |
| PNC Financial Services Group, Inc. | $24.3M | 281,337 | 0.01% | 31q | +317.5%+$18.5M |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | $23.1M | 267,287 | 0.02% | 31q | -2.5%-$594.7K |
| SEI INVESTMENTS CO | $22.5M | 260,424 | 0.02% | 31q | +3.2%+$689.0K |
| PRINCIPAL FINANCIAL GROUP INC | $22.0M | 254,799 | 0.01% | 31q | -2.0%-$447.4K |
| ALLIANCEBERNSTEIN L.P. | $21.6M | 263,514 | 0.01% | 31q | -7.0%-$1.6M |
Showing the largest 100 of 956 reported holders. The count of 955 above leaves out 1 position whose reported value failed our price check; it is listed here as filed.
What the company announced
Form 8-K filings from the last 120 days, showing only the items worth a reader's attention. Earnings releases, exhibit attachments and general disclosures are filed constantly and are left out. Filed is when the SEC received it; event is the date the company says the thing happened.
| Filed | Event date | What | Source |
|---|---|---|---|
| 2026-08-24 | 2026-08-24 | Material agreement terminated | filing |
What the insiders did
Open market purchases and sales reported on Form 4 in the last 180 days. Grants, option exercises and shares surrendered to cover tax are left out: they are compensation rather than a decision to buy or sell. Where a broker filled one order in tranches the lines are summed, because it was one decision.
Officers and directors
| Date | Insider | Role | Side | Shares | Value |
|---|---|---|---|---|---|
| 2026-06-15 | Caisley Charles A. | EVP & CHIEF CUST OFFCR | Sold | 10,787 | $900.2K |
| 2026-09-11 | Rolph Jonathan D | Director | Bought | 1,640 | $133.6K ×7 |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 297 | $497.6M | 6,308,107 | 27 | 109 | 66 | 0.5% |
| Q2 2026 | 955 | $18.9B | 217,933,272 | 88 | 371 | 239 | 0.3% |
| Q1 2026 | 930 | $17.6B | 214,663,905 | 92 | 324 | 261 | 0.2% |
| Q4 2025 | 932 | $15.6B | 214,115,614 | 104 | 287 | 266 | 0.3% |
| Q3 2025 | 859 | $16.6B | 217,714,223 | 92 | 320 | 233 | 0.6% |
| Q2 2025 | 827 | $14.3B | 207,284,172 | 81 | 345 | 204 | 0.1% |
| Q1 2025 | 829 | $14.0B | 202,237,246 | 110 | 315 | 221 | 0.5% |
| Q4 2024 | 776 | $12.6B | 204,041,904 | 84 | 276 | 212 | 0.2% |
| Q3 2024 | 724 | $12.4B | 200,430,466 | 78 | 241 | 224 | 0.3% |
| Q2 2024 | 706 | $10.5B | 196,918,955 | 72 | 248 | 221 | 0.4% |
| Q1 2024 | 698 | $10.9B | 203,491,503 | 65 | 232 | 246 | 0.7% |
| Q4 2023 | 705 | $10.7B | 204,683,248 | 75 | 238 | 222 | 0.1% |
| Q3 2023 | 664 | $9.7B | 192,138,301 | 58 | 237 | 209 | 0.1% |
| Q2 2023 | 665 | $11.1B | 189,911,056 | 53 | 214 | 217 | 0.0% |
| Q1 2023 | 654 | $12.1B | 198,534,592 | 53 | 235 | 203 | 0.0% |
| Q4 2022 | 688 | $12.4B | 196,275,425 | 78 | 226 | 226 | 0.1% |
| Q3 2022 | 628 | $24.5B | 411,361,472 | 57 | 218 | 183 | 0.1% |
| Q2 2022 | 631 | $27.3B | 417,689,963 | 59 | 216 | 181 | 0.1% |
| Q1 2022 | 635 | $21.1B | 308,186,593 | 66 | 188 | 194 | 0.1% |
| Q4 2021 | 631 | $26.0B | 378,491,230 | 61 | 199 | 175 | 0.2% |
| Q3 2021 | 583 | $18.6B | 299,429,216 | 50 | 180 | 187 | 0.1% |
| Q2 2021 | 573 | $14.6B | 240,982,314 | 52 | 204 | 152 | 0.1% |
| Q1 2021 | 577 | $20.0B | 335,132,830 | 61 | 184 | 182 | 0.2% |
| Q4 2020 | 584 | $19.1B | 343,359,709 | 63 | 159 | 211 | 0.1% |
| Q3 2020 | 560 | $21.2B | 417,020,045 | 68 | 181 | 192 | 0.2% |
| Q2 2020 | 577 | $23.3B | 392,167,286 | 61 | 140 | 239 | 0.3% |
| Q1 2020 | 580 | $25.0B | 453,975,920 | 56 | 167 | 219 | 0.0% |
| Q4 2019 | 595 | $25.2B | 386,628,692 | 54 | 175 | 204 | 0.1% |
| Q3 2019 | 586 | $22.9B | 343,126,785 | 66 | 198 | 184 | 0.1% |
| Q2 2019 | 562 | $17.6B | 292,077,611 | 54 | 176 | 199 | 0.1% |
| Q1 2019 | 570 | $19.1B | 329,301,500 | 59 | 196 | 193 | 0.0% |
| Q4 2018 | 585 | $17.6B | 310,212,006 | 10 | 7 | 8 | 0.0% |