EVRG in the 13F filings
Evergy Inc · CUSIP 30034W106
- Quarter end
- 31 Mar 2024
- the date the book describes
- Filed
- 15 May 2024
- latest of these filings; the earliest 6 May 2024
- Managers listing it
- 19
- at least, of 95 tracked, among listed positions
- Comparable managers
- 93
- filed both Q4 2023 and Q1 2024; 15 listed it in both
- Shares listed
- 24,985,453
- combined, among listed positions
- Reported value
- $1.3bn
- combined, at the quarter end
Among the 93 comparable managers: 11 buyers (opened or added shares) and 8 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 Q1 2024
19 of 19 holders
Largest increases and reductions, by shares
Increases
- Invesco Ltdexisting position · 5,482,352 shares now+1,048,452
- Voloridge Investment Management LLCexisting position · 1,582,883 shares now+773,805
- Millennium Management LLCexisting position · 2,656,626 shares now+546,894
- Schonfeld Strategic Advisors LLCexisting position · 686,639 shares now+514,824
- Point72 Asset Management LPexisting position · 3,753,700 shares now+141,500
Reductions
- ExodusPoint Capital Management LPexisting position · 1,728,628 shares now-859,250
- Balyasny Asset Management LLCexisting position · 1,181,696 shares now-539,219
- MFS Investment Managementexisting position · 1,238,495 shares now-293,714
- Two Sigma Investments LPexisting position · 1,845,264 shares now-160,798
- AQR Capital Management LLCexisting position · 481,597 shares now-154,684
New positions and exits
New (3)
- Quantbot Technologies LP$4.8m
- Winton Group Ltd$1.2m
- Artisan Partners LP$230k
Exited (0)
No exit shown by a manager’s own filing.
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 →