EVRG Institutional Ownership
Evergy, Inc.
1W: +2.9%
1M: +9.5%
3M: +1.6%
YTD: +16.7%
1Y: +10.4%
3Y: +94.4%
5Y: +59.5%
$85.30
+0.69 (+0.82%)
Weekly Expected Move ±2.3%
$81
$82
$84
$86
$88
Credit Risk of going bust: lower than 82% of companies Debt: 45.6% of company value Bonds: $325.7M held by 383 funds, 70 bp over Treasuries → details ▾
Of US companies ranked in the safest four tenths, about 1 in 3,500 filed for bankruptcy within a year (2020-2025).
If the stock fell to about $2.98 (down 97%), Evergy, Inc. would be worth roughly what it owes.
Total debt $16.50B against a stock market value of $19.66B.
Distance to default 10.05 (Merton model): prices to 2026-10-27, balance sheet 2026-06-30, debt counted $10.34B (short-term plus half of long-term), stock volatility 16.3%; Altman Z'' 0.33. A ranking and a back-test, not a forecast.
Bond figures are fund-reported marks (SEC N-PORT) as of Jul 2026. How these are computed.
If the stock fell to about $2.98 (down 97%), Evergy, Inc. would be worth roughly what it owes.
Total debt $16.50B against a stock market value of $19.66B.
Distance to default 10.05 (Merton model): prices to 2026-10-27, balance sheet 2026-06-30, debt counted $10.34B (short-term plus half of long-term), stock volatility 16.3%; Altman Z'' 0.33. A ranking and a back-test, not a forecast.
Bond figures are fund-reported marks (SEC N-PORT) as of Jul 2026. How these are computed.
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Institutional Ownership — EVRG
1,005
Institutional Holders
-7 vs prior quarter
0.0%
Ownership
+0.00pp
$19B
Total Invested
96
New Positions
402
Increased
326
Reduced
60
Closed
1.33
Put/Call Ratio
Ownership Trends
Top Institutional Holders (1087 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 27,996,513 | $2.4B | +2,513,503 | +9.9% | 8Q | SEC ↗ |
| 2 | STATE STREET CORP | 16,868,189 | $1.4B | +410,572 | +2.5% | 33Q | SEC ↗ |
| 3 | VANGUARD CAPITAL MANAGEMENT LLC | 14,657,069 | $1.3B | +112,669 | +0.8% | 2Q | SEC ↗ |
| 4 | VANGUARD PORTFOLIO MANAGEMENT LLC | 11,329,099 | $966M | -944,811 | -7.7% | 2Q | SEC ↗ |
| 5 | FMR LLC | 8,557,681 | $730M | -1,401,329 | -14.1% | 33Q | SEC ↗ |
| 6 | Invesco Ltd. | 7,371,645 | $629M | -50,561 | -0.7% | 33Q | SEC ↗ |
| 7 | GEODE CAPITAL MANAGEMENT, LLC | 6,651,115 | $567M | +117,151 | +1.8% | 33Q | SEC ↗ |
| 8 | FRANKLIN RESOURCES INC | 6,477,686 | $553M | +255,641 | +4.1% | 22Q | SEC ↗ |
| 9 | MORGAN STANLEY | 3,970,642 | $339M | -802,466 | -16.8% | 33Q | SEC ↗ |
| 10 | FEDERATED HERMES, INC. | 3,713,776 | $317M | +1,836 | +0.0% | 33Q | SEC ↗ |
| 11 | COHEN & STEERS, INC. | 3,000,180 | $256M | +830,993 | +38.3% | 26Q | SEC ↗ |
| 12 | BANK OF AMERICA CORP /DE | 2,761,740 | $236M | +102,626 | +3.9% | 15Q | SEC ↗ |
| 13 | Bank of New York Mellon Corp | 2,757,665 | $235M | +33,255 | +1.2% | 33Q | SEC ↗ |
| 14 | GOLDMAN SACHS GROUP INC | 2,754,425 | $235M | +281,327 | +11.4% | 15Q | SEC ↗ |
| 15 | Bluescape Energy Partners LLC | 2,657,473 | $227M | — | +0.0% | 21Q | SEC ↗ |
| 16 | AMERICAN CENTURY COMPANIES INC | 2,592,493 | $221M | -217,633 | -7.7% | 15Q | SEC ↗ |
| 17 | Nuveen, LLC | 2,499,883 | $213M | -3,387 | -0.1% | 6Q | SEC ↗ |
| 18 | JPMORGAN CHASE & CO | 2,480,723 | $212M | -540,134 | -17.9% | 33Q | SEC ↗ |
| 19 | NORTHERN TRUST CORP | 2,469,494 | $211M | -200,809 | -7.5% | 33Q | SEC ↗ |
| 20 | Sixth Street Partners Management Compa NEW | 2,248,859 | $192M | — | +0.0% | 1Q | SEC ↗ |
| 21 | CHARLES SCHWAB INVESTMENT MANAGEMENT I | 2,248,859 | $192M | +17,072 | +0.8% | 15Q | SEC ↗ |
| 22 | Magellan Asset Management Ltd | 2,173,521 | $185M | -69,347 | -3.1% | 33Q | SEC ↗ |
| 23 | CITADEL ADVISORS LLC | 2,117,472 | $181M | +304,446 | +16.8% | 18Q | SEC ↗ |
| 24 | TRUIST FINANCIAL CORP | 2,051,400 | $175M | +142,956 | +7.5% | 27Q | SEC ↗ |
| 25 | Mitsubishi UFJ Trust & Banking Corp | 2,031,638 | $173M | +202,507 | +11.1% | 33Q | SEC ↗ |
| 26 | MASSACHUSETTS FINANCIAL SERVICES CO /M | 1,942,359 | $166M | +40,357 | +2.1% | 33Q | SEC ↗ |
| 27 | CBRE INVESTMENT MANAGEMENT LISTED REAL | 1,777,469 | $152M | +387,827 | +27.9% | 2Q | SEC ↗ |
| 28 | DUFF & PHELPS INVESTMENT MANAGEMENT CO | 1,652,488 | $141M | -3,372 | -0.2% | 15Q | SEC ↗ |
| 29 | Legal & General Group Plc | 1,599,359 | $136M | -47,114 | -2.9% | 27Q | SEC ↗ |
| 30 | DEUTSCHE BANK AG | 1,478,699 | $126M | +239,990 | +19.4% | 33Q | SEC ↗ |
| 31 | DIMENSIONAL FUND ADVISORS LP | 1,402,663 | $120M | +29,372 | +2.1% | 33Q | SEC ↗ |
| 32 | FIRST TRUST ADVISORS LP | 1,401,818 | $120M | -65,829 | -4.5% | 33Q | SEC ↗ |
| 33 | VICTORY CAPITAL MANAGEMENT INC | 1,370,888 | $117M | -64,176 | -4.5% | 33Q | SEC ↗ |
| 34 | VANGUARD FIDUCIARY TRUST CO | 1,285,098 | $110M | -1,443 | -0.1% | 2Q | SEC ↗ |
| 35 | Energy Income Partners, LLC | 1,277,260 | $109M | +39,511 | +3.2% | 15Q | SEC ↗ |
| 36 | ENVESTNET ASSET MANAGEMENT INC | 1,234,593 | $105M | +102,991 | +9.1% | 31Q | SEC ↗ |
| 37 | BNP PARIBAS FINANCIAL MARKETS | 1,185,272 | $101M | +655,892 | +123.9% | 33Q | SEC ↗ |
| 38 | UBS AM, a distinct business unit of UB | 1,160,181 | $99M | +96,765 | +9.1% | 33Q | SEC ↗ |
| 39 | Empower Advisory Group, LLC | 1,082,040 | $92M | +13,590 | +1.3% | 14Q | SEC ↗ |
| 40 | RAYMOND JAMES FINANCIAL INC | 1,080,652 | $92M | +101,628 | +10.4% | 7Q | SEC ↗ |
| 41 | Thrivent Financial for Lutherans | 1,067,287 | $91M | -2,988 | -0.3% | 25Q | SEC ↗ |
| 42 | GABELLI FUNDS LLC | 1,017,223 | $87M | -23,926 | -2.3% | 33Q | SEC ↗ |
| 43 | AQR CAPITAL MANAGEMENT LLC | 1,016,302 | $87M | +130,611 | +14.7% | 33Q | SEC ↗ |
| 44 | VAUGHAN NELSON INVESTMENT MANAGEMENT, | 972,479 | $83M | +5,175 | +0.5% | 6Q | SEC ↗ |
| 45 | ANTIPODES PARTNERS Ltd | 972,170 | $83M | -11,218 | -1.1% | 4Q | SEC ↗ |
| 46 | UBS Group AG | 967,051 | $82M | +52,496 | +5.7% | 33Q | SEC ↗ |
| 47 | JENNISON ASSOCIATES LLC | 961,228 | $82M | -31,275 | -3.2% | 10Q | SEC ↗ |
| 48 | THOMPSON SIEGEL & WALMSLEY LLC | 928,256 | $79M | -108,179 | -10.4% | 22Q | SEC ↗ |
| 49 | BRANDES INVESTMENT PARTNERS, LP | 890,004 | $76M | -296,367 | -25.0% | 7Q | SEC ↗ |
| 50 | JANE STREET GROUP, LLC | 843,472 | $72M | +818,103 | +3224.8% | 5Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| Sixth Street Partners Management Co | 2,248,859 | $192M |
| Point72 Asset Management, L.P. | 464,908 | $40M |
| MARSHALL WACE, LLP | 315,194 | $27M |
| D. E. Shaw & Co., Inc. | 87,613 | $7M |
| ARROWSTREET CAPITAL, LIMITED PARTNE | 85,845 | $7M |
| KENNEDY CAPITAL MANAGEMENT LLC | 83,361 | $7M |
| Entropy Technologies, LP | 77,510 | $7M |
| Qsemble Capital Management, LP | 54,072 | $5M |
| Dockside LLC | 44,216 | $4M |
| JUPITER ASSET MANAGEMENT LTD | 43,859 | $4M |
| Engineers Gate Manager LP | 23,353 | $2M |
| Jupiter Topco LLC | 19,832 | $2M |
| GREENWOOD CAPITAL ASSOCIATES LLC | 18,030 | $2M |
| Quadrature Capital Ltd | 17,392 | $1M |
| Holocene Advisors, LP | 17,339 | $1M |
| Machina Capital S.A.S. | 14,623 | $1M |
| Kentucky Retirement Systems | 14,530 | $1M |
| Odyssean, LLC | 12,702 | $1M |
| iSAM Funds (UK) Ltd | 11,300 | $964K |
| IEQ CAPITAL, LLC | 9,423 | $804K |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Freestone Grove Partners LP | 740,962 | $63M |
| Teilinger Capital Ltd. | 430,000 | $37M |
| Diameter Capital Partners LP | 260,000 | $22M |
| BROOKFIELD Corp /ON | 237,114 | $20M |
| Yaupon Capital Management LP | 210,050 | $18M |
| BTG Pactual Asset Management US LLC | 178,628 | $15M |
| Zimmer Partners, LP | 137,500 | $12M |
| PRUDENTIAL PLC | 113,617 | $10M |
| Soltis Investment Advisors LLC | 67,600 | $6M |
| Aventail Capital Group, LP | 62,555 | $5M |
| WASATCH ADVISORS LP | 59,389 | $5M |
| Qube Research & Technologies Ltd | 57,181 | $5M |
| VIRGINIA RETIREMENT SYSTEMS ET Al | 55,800 | $5M |
| Polymer Capital Management (US) LLC | 29,320 | $3M |
| PATTON FUND MANAGEMENT, INC. | 29,007 | $2M |
| TUDOR INVESTMENT CORP ET AL | 28,716 | $2M |
| Aquatic Capital Management LLC | 24,146 | $2M |
| F/m Investments LLC | 23,026 | $2M |
| Korea Investment CORP | 22,930 | $2M |
| Andra AP-fonden | 22,751 | $2M |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| BlackRock, Inc. | +2,513,503 | +9.9% | 27,996,513 |
| COHEN & STEERS, INC. | +830,993 | +38.3% | 3,000,180 |
| JANE STREET GROUP, LLC | +818,103 | +3224.8% | 843,472 |
| BNP PARIBAS FINANCIAL MARKETS | +655,892 | +123.9% | 1,185,272 |
| Balyasny Asset Management L.P. | +452,352 | +225.4% | 653,048 |
| STATE STREET CORP | +410,572 | +2.5% | 16,868,189 |
| CBRE INVESTMENT MANAGEMENT LISTED R | +387,827 | +27.9% | 1,777,469 |
| CITADEL ADVISORS LLC | +304,446 | +16.8% | 2,117,472 |
| MILLENNIUM MANAGEMENT LLC | +282,368 | +61.7% | 739,667 |
| GOLDMAN SACHS GROUP INC | +281,327 | +11.4% | 2,754,425 |
| FRANKLIN RESOURCES INC | +255,641 | +4.1% | 6,477,686 |
| BANK OF MONTREAL /CAN | +246,793 | +50.2% | 738,515 |
| DEUTSCHE BANK AG | +239,990 | +19.4% | 1,478,699 |
| CITIGROUP INC | +214,422 | +80.8% | 479,644 |
| PNC Financial Services Group, Inc. | +213,954 | +317.5% | 281,337 |
| Lighthouse Investment Partners, LLC | +206,204 | +4036.9% | 211,312 |
| Mitsubishi UFJ Trust & Banking Corp | +202,507 | +11.1% | 2,031,638 |
| Hudson Bay Capital Management LP | +193,518 | +93.5% | 400,467 |
| JONES FINANCIAL COMPANIES LLLP | +192,473 | +35.0% | 742,711 |
| NATIXIS ADVISORS, LLC | +176,874 | +35.8% | 670,851 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| FMR LLC | -1,401,329 | -14.1% | 8,557,681 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | -944,811 | -7.7% | 11,329,099 |
| MORGAN STANLEY | -802,466 | -16.8% | 3,970,642 |
| TORTOISE CAPITAL ADVISORS, L.L.C. | -653,250 | -51.5% | 614,254 |
| JPMORGAN CHASE & CO | -540,134 | -17.9% | 2,480,723 |
| RENAISSANCE TECHNOLOGIES LLC | -452,400 | -89.1% | 55,502 |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | -376,900 | -52.0% | 347,482 |
| TWO SIGMA INVESTMENTS, LP | -303,853 | -80.5% | 73,675 |
| BRANDES INVESTMENT PARTNERS, LP | -296,367 | -25.0% | 890,004 |
| NEW YORK STATE COMMON RETIREMENT FU | -261,200 | -65.3% | 138,650 |
| AMERICAN CENTURY COMPANIES INC | -217,633 | -7.7% | 2,592,493 |
| NOMURA HOLDINGS INC | -207,847 | -93.6% | 14,321 |
| NORTHERN TRUST CORP | -200,809 | -7.5% | 2,469,494 |
| ExodusPoint Capital Management, LP | -147,495 | -15.4% | 811,921 |
| HRT FINANCIAL LP | -137,403 | -55.7% | 109,417 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Lt | -126,090 | -45.5% | 150,802 |
| SG Americas Securities, LLC | -125,047 | -72.8% | 46,726 |
| PRICE T ROWE ASSOCIATES INC /MD | -108,471 | -24.6% | 331,626 |
| THOMPSON SIEGEL & WALMSLEY LLC | -108,179 | -10.4% | 928,256 |
| OCCUDO QUANTITATIVE STRATEGIES LP | -103,170 | -64.8% | 56,150 |