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EVRG in the 13F filings

Evergy Inc · CUSIP 30034W106

Sector · UtilitiesTheme · Electric utilitiesTheme · Energy and power infrastructure· L3VLUP-defined
Quarter
Q3 2026 · early filersQ2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023
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

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q3 2023, and only where both filings list the position. A rise in value with no rise in shares is the price, not buying.

17 of 17 holders

ActionFiling
Invesco Ltd4,433,900$231m0.06%Trimmed-945,10413 Feb 2024 (the filing on sec.gov)
T. Rowe Price Associates Inc4,198,844$219munder 0.1%Trimmed-5,038,62216 Feb 2024 (the filing on sec.gov)
Point72 Asset Management LP3,612,200$189m0.46%Added+3,294,96714 Feb 2024 (the filing on sec.gov)
ExodusPoint Capital Management LP2,587,878$135m0.89%Added+1,287,44814 Feb 2024 (the filing on sec.gov)
Millennium Management LLC2,109,732$110munder 0.1%Addedn.a.14 Feb 2024 (the filing on sec.gov)
Two Sigma Investments LP2,006,062$105m0.24%Added+1,642,76614 Feb 2024 (the filing on sec.gov)
Balyasny Asset Management LLC1,720,915$90m0.17%Newnew14 Feb 2024 (the filing on sec.gov)
Two Sigma Advisers LP1,595,400$83m0.19%Added+1,385,30014 Feb 2024 (the filing on sec.gov)
MFS Investment Management1,532,209$80munder 0.1%Trimmed-358,1168 Feb 2024 (the filing on sec.gov)
Voloridge Investment Management LLC809,078$42m0.17%Added+485,48414 Feb 2024 (the filing on sec.gov)
AQR Capital Management LLC636,281$33m0.06%Trimmed-31,00714 Feb 2024 (the filing on sec.gov)
Renaissance Technologies LLC576,602$30munder 0.1%Addedn.a.13 Feb 2024 (the filing on sec.gov)
Hudson Bay Capital Management LP551,084$29m0.18%Added+417,30814 Feb 2024 (the filing on sec.gov)
Tudor Investment Corp397,879$21m0.17%Newnew14 Feb 2024 (the filing on sec.gov)
GAMCO Investors Inc338,784$18m0.19%Trimmed-10,74014 Feb 2024 (the filing on sec.gov)
Schonfeld Strategic Advisors LLC171,815$9.0m0.06%Addedn.a.14 Feb 2024 (the filing on sec.gov)
Holocene Advisors LP80,686$4.2munder 0.1%Addedn.a.14 Feb 2024 (the filing on sec.gov)

Largest increases and reductions, by shares

Q3 2023 to Q4 2023, among managers that listed it in both quarters or opened it.

Increases

Reductions

New positions and exits

At least these many: a manager is shown exiting only where its own filing shows the position gone.

New (2)

Exited (1)

Ownership over time

Every quarter on file. A quarter-end value moves with the price as well as with the shares held; buyers and sellers count comparable managers, by shares.
15 in Q3 2024 to 11 in Q2 2026

Tracked managers listing it, at least.

0510152020192020202120222023202420252026
the quarter shown share split complete books; unmarked quarters rest on listed positionsClick a quarter to open it.
EVRG by quarter
QuarterHoldersReported valueBuyersSellers
Q2 201818$3.1bnn.a.n.a.
Q3 201818$2.7bnn.a.n.a.
Q4 201820$2.7bnn.a.n.a.
Q1 201919$2.5bnn.a.n.a.
Q2 201917$2.4bnn.a.n.a.
Q3 201915$2.0bnn.a.n.a.
Q4 201915$1.6bnn.a.n.a.
Q1 202016$1.5bnn.a.n.a.
Q2 202020$1.5bnn.a.n.a.
Q3 202017$1.3bnn.a.n.a.
Q4 202018$2.1bnn.a.n.a.
Q1 202115$2.2bnn.a.n.a.
Q2 202112$1.7bnn.a.n.a.
Q3 20217$1.5bnn.a.n.a.
Q4 20218$1.8bnn.a.n.a.
Q1 20229$1.1bnn.a.n.a.
Q2 202210$915mn.a.n.a.
Q3 202212$922mn.a.n.a.
Q4 202215$854mn.a.n.a.
Q1 202311$1.3bnn.a.n.a.
Q2 202310$1.1bnn.a.n.a.
Q3 202314$1.2bnn.a.n.a.
Q4 202317$1.4bn126
Q1 202419$1.3bn118
Q2 202416$1.3bn79
Q3 202415$1.3bn410
Q4 202414$1.4bn58
Q1 202517$1.4bn115
Q2 202514$1.5bn68
Q3 202515$1.9bn78
Q4 202514$1.8bn2016
Q1 202612$1.9bn1322
Q2 202611$1.8bn1817

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 →