Holders over time
- EVRG
- D
| Quarter | EVRG | D |
|---|---|---|
| Q3 2020 | 17 holders, $1.3bn | 20 holders, $8.7bn |
| Q4 2020 | 18 holders, $2.1bn | 28 holders, $7.2bn |
| Q1 2021 | 15 holders, $2.2bn | 26 holders, $7.4bn |
| Q2 2021 | 12 holders, $1.7bn | 21 holders, $7.5bn |
| Q3 2021 | 7 holders, $1.5bn | 16 holders, $7.2bn |
| Q4 2021 | 8 holders, $1.8bn | 18 holders, $8.2bn |
| Q1 2022 | 9 holders, $1.1bn | 19 holders, $9.3bn |
| Q2 2022 | 10 holders, $915m | 20 holders, $9.3bn |
| Q3 2022 | 12 holders, $922m | 17 holders, $7.5bn |
| Q4 2022 | 15 holders, $854m | 24 holders, $6.3bn |
| Q1 2023 | 11 holders, $1.3bn | 19 holders, $6.1bn |
| Q2 2023 | 10 holders, $1.1bn | 12 holders, $5.7bn |
| Q3 2023 | 14 holders, $1.2bn | 12 holders, $5.4bn |
| Q4 2023 | 17 holders, $1.4bn | 15 holders, $6.4bn |
| Q1 2024 | 19 holders, $1.3bn | 10 holders, $6.5bn |
| Q2 2024 | 16 holders, $1.3bn | 9 holders, $6.2bn |
| Q3 2024 | 15 holders, $1.3bn | 14 holders, $7.4bn |
| Q4 2024 | 14 holders, $1.4bn | 13 holders, $6.5bn |
| Q1 2025 | 17 holders, $1.4bn | 16 holders, $7.0bn |
| Q2 2025 | 14 holders, $1.5bn | 10 holders, $8.8bn |
| Q3 2025 | 15 holders, $1.9bn | 8 holders, $9.8bn |
| Q4 2025 | 14 holders, $1.8bn | 12 holders, $10.5bn |
| Q1 2026 | 12 holders, $1.9bn | 11 holders, $10.4bn |
| Q2 2026 | 11 holders, $1.8bn | 13 holders, $12.4bn |
Evergy Inc
- Holders
- 17
- Reported value
- $1.4bn
- Buyers
- 11
- Sellers
- 5
Breadth +6 among 95 comparable managers.
Dominion Res Inc Va New
- Holders
- 16
- Reported value
- $7.0bn
- Buyers
- 11
- Sellers
- 5
Breadth +6 among 95 comparable managers.
Who holds both, Q1 2025
Both (5)
AQR Capital Management LLC, Arrowstreet Capital LP, Balyasny Asset Management LLC, Invesco Ltd, Two Sigma Advisers LP
Only EVRG (12)
Artisan Partners LP, Brevan Howard Capital Management LP, Citadel Advisors LLC, ExodusPoint Capital Management LP, Freestone Grove Partners LP, GAMCO Investors Inc, Hudson Bay Capital Management LP, Point72 Asset Management LP, Two Sigma Investments LP, Verition Fund Management LLC, Voloridge Investment Management LLC, Winton Group Ltd
How much of the picture this is
A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. Buyers and sellers count comparable managers (those that filed both quarters) by shares, so a rise in value with no rise in shares is the price. Large books are listed to their largest positions. These are 95 tracked managers, not the institutional market.