EVRG in the 13F filings
Evergy Inc · CUSIP 30034W106
- Quarter end
- 31 Dec 2023
- the date the book describes
- Filed
- 16 Feb 2024
- latest of these filings; the earliest 8 Feb 2024
- Managers listing it
- 17
- at least, of 95 tracked, among listed positions
- Comparable managers
- 93
- filed both Q3 2023 and Q4 2023; 11 listed it in both
- Shares listed
- 27,359,349
- combined, among listed positions
- Reported value
- $1.4bn
- combined, at the quarter end
Among the 93 comparable managers: 12 buyers (opened or added shares) and 6 sellers (trimmed or exited), at least, among listed positions. Their net change in shares is not known from listed positions, because at least one of them lists it in only one of the two quarters.
Managers listing EVRG in Q4 2023
17 of 17 holders
Largest increases and reductions, by shares
Increases
- Point72 Asset Management LPexisting position · 3,612,200 shares now+3,294,967
- Balyasny Asset Management LLCnew position · 1,720,915 shares now+1,720,915
- Two Sigma Investments LPexisting position · 2,006,062 shares now+1,642,766
- Two Sigma Advisers LPexisting position · 1,595,400 shares now+1,385,300
- ExodusPoint Capital Management LPexisting position · 2,587,878 shares now+1,287,448
Reductions
- T. Rowe Price Associates Incexisting position · 4,198,844 shares now-5,038,622
- Invesco Ltdexisting position · 4,433,900 shares now-945,104
- MFS Investment Managementexisting position · 1,532,209 shares now-358,116
- AQR Capital Management LLCexisting position · 636,281 shares now-31,007
- GAMCO Investors Incexisting position · 338,784 shares now-10,740
New positions and exits
New (2)
Exited (1)
- Element Capital Management LLCwas $1.3m
Ownership over time
Tracked managers listing it, at least.
| Quarter | Holders | Reported value | Buyers | Sellers |
|---|---|---|---|---|
| Q2 2018 | 18 | $3.1bn | n.a. | n.a. |
| Q3 2018 | 18 | $2.7bn | n.a. | n.a. |
| Q4 2018 | 20 | $2.7bn | n.a. | n.a. |
| Q1 2019 | 19 | $2.5bn | n.a. | n.a. |
| Q2 2019 | 17 | $2.4bn | n.a. | n.a. |
| Q3 2019 | 15 | $2.0bn | n.a. | n.a. |
| Q4 2019 | 15 | $1.6bn | n.a. | n.a. |
| Q1 2020 | 16 | $1.5bn | n.a. | n.a. |
| Q2 2020 | 20 | $1.5bn | n.a. | n.a. |
| Q3 2020 | 17 | $1.3bn | n.a. | n.a. |
| Q4 2020 | 18 | $2.1bn | n.a. | n.a. |
| Q1 2021 | 15 | $2.2bn | n.a. | n.a. |
| Q2 2021 | 12 | $1.7bn | n.a. | n.a. |
| Q3 2021 | 7 | $1.5bn | n.a. | n.a. |
| Q4 2021 | 8 | $1.8bn | n.a. | n.a. |
| Q1 2022 | 9 | $1.1bn | n.a. | n.a. |
| Q2 2022 | 10 | $915m | n.a. | n.a. |
| Q3 2022 | 12 | $922m | n.a. | n.a. |
| Q4 2022 | 15 | $854m | n.a. | n.a. |
| Q1 2023 | 11 | $1.3bn | n.a. | n.a. |
| Q2 2023 | 10 | $1.1bn | n.a. | n.a. |
| Q3 2023 | 14 | $1.2bn | n.a. | n.a. |
| Q4 2023 | 17 | $1.4bn | 12 | 6 |
| Q1 2024 | 19 | $1.3bn | 11 | 8 |
| Q2 2024 | 16 | $1.3bn | 7 | 9 |
| Q3 2024 | 15 | $1.3bn | 4 | 10 |
| Q4 2024 | 14 | $1.4bn | 5 | 8 |
| Q1 2025 | 17 | $1.4bn | 11 | 5 |
| Q2 2025 | 14 | $1.5bn | 6 | 8 |
| Q3 2025 | 15 | $1.9bn | 7 | 8 |
| Q4 2025 | 14 | $1.8bn | 20 | 16 |
| Q1 2026 | 12 | $1.9bn | 13 | 22 |
| Q2 2026 | 11 | $1.8bn | 18 | 17 |
Compare with…
Holders over time, buyers and sellers, and the managers holding both, side by side for up to four stocks.
EVRG and SO →EVRG and D →EVRG and NEE →Choose a stock to compare with EVRG →
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. It shows no shorts, cash, bonds or performance, and it is never today’s portfolio. Large books are listed to their largest positions, so a manager missing from this table may still hold a small position below that line. These are 95 tracked managers, not the institutional market.
Which funds own EVRG, latest filings →Back to the 13F Explorer →