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
- 14
- Reported value
- $1.8bn
- Buyers
- 20
- Sellers
- 16
Breadth +4 among 92 comparable managers.
Dominion Res Inc Va New
- Holders
- 12
- Reported value
- $10.5bn
- Buyers
- 16
- Sellers
- 11
Breadth +5 among 92 comparable managers.
Who holds both, Q4 2025
Only EVRG (11)
Artisan Partners LP, Brevan Howard Capital Management LP, Bridgewater Associates LP, Caxton Associates LLP, ExodusPoint Capital Management LP, Fidelity (FMR LLC), Freestone Grove Partners LP, GAMCO Investors Inc, Hudson Bay Capital Management LP, Renaissance Technologies LLC, Schonfeld Strategic Advisors LLC
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.