Evergy

EVRG • NASDAQ

Evergy is a regulated electric company in the utilities sector on NASDAQ, led by David A. Campbell, with a market cap of $16.9B. As of Q3 2025, 93% of shares are held by 831 institutional investors, with VANGUARD GROUP INC as the largest holder at 13.09%.

President and Chief Executive OfficerDavid A. Campbell

Market Cap$16.9B

Regulated Electric

Utilities

Employees4.7K

Websiteinvestors.evergy.com

Country

United States of America

Overview

Overview of institutional ownership in EVRG as of Q3 2025 with a market cap of $17.5B

All Institutions

Institutions: 831
Value Held: $16.3B
Shares Held: 214.2M
Avg Position: $19.6M
Median Position: $648.1K

Hedge Funds

Hedge Funds: 43
Value Held: $858.6M
Shares Held: 11.3M
Avg Position: $20.0M
Median Position: $7.0M

Ownership Breakdown

Institutional (non-HF)

88.13%

$15.4B

Hedge Funds

4.91%

$858.6M

Retail & Other

6.96%

$1.2B

Based on market cap of $17.5B as of Q3 2025. Institutional (non-HF) excludes hedge funds to avoid double counting.

Biggest Investors

Institutions with the largest positions in EVRG as of Q3 2025

Institution	Key People	Position Value	Ownership	Owned Since	Total AUM (Long)
VANGUARD GROUP INC Institution	Salim Ramji CEO	$2.3B 0.03% of portfolio	13.09% 30.1M shares	Q2 2018 Held for 7y 5m	$6.69T
B BlackRock, Inc. Institution	-	$1.7B 0.03% of portfolio	9.50% 21.9M shares	Q2 2018 Held for 7y 5m	$5.67T
STATE STREET CORP Institution	Ronald P. O'Hanley CEO	$1.3B 0.04% of portfolio	7.16% 16.5M shares	Q2 2018 Held for 7y 5m	$2.88T
FMR LLC Institution	-	$756.5M 0.04% of portfolio	4.32% 10.0M shares	Q2 2018 Held for 7y 5m	$1.92T
Invesco Ltd. ETF Provider	Brian Christopher Hartigan CEO	$607.3M 0.10% of portfolio	3.47% 8.0M shares	Q2 2018 Held for 7y 5m	$633.08B
GEODE CAPITAL MANAGEMENT LLC ETF Provider	David Kenneth Lane CEO	$480.2M 0.03% of portfolio	2.76% 6.3M shares	Q2 2018 Held for 7y 5m	$1.57T
FRANKLIN RESOURCES INC Institution	Gregory E. Johnson CEO	$460.5M 0.12% of portfolio	2.63% 6.1M shares	Q2 2018 Held for 7y 5m	$395.36B
MORGAN STANLEY RIA/Wealth	Jed Finn CEO	$353.1M 0.02% of portfolio	2.02% 4.6M shares	Q2 2018 Held for 7y 5m	$1.65T
FEDERATED INVESTORS INC /PA/ Long Only Manager	Gregory Philip Dulski Chairman	$281.5M 0.50% of portfolio	1.61% 3.7M shares	Q2 2018 Held for 7y 5m	$56.6B
N Nuveen, LLC Institution	-	$251.0M 0.07% of portfolio	1.43% 3.3M shares	Q1 2025 Held for 8 months	$377.89B

Net Capital Flow

Institutional buying and selling activity for EVRG in Q3 2025

Traded: +$650.8M
Buyers: 422
Sellers: 303
Total Bought: +$1.6B
Total Sold: −$914.4M
Avg Position: $18.4M

Biggest Buyers

Institution	Net Bought	Current Position
FMR LLC Institution	+$127.0M +1.7M shares	$756.5M 10.0M shares
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ Long Only Manager	+$120.7M +1.6M shares	$155.6M 2.0M shares
B BlackRock, Inc. Institution	+$113.5M +1.5M shares	$1.7B 21.9M shares
A Assenagon Asset Management S.A. Institution	+$91.6M +1.2M shares	$101.1M 1.3M shares
A ANTIPODES PARTNERS Ltd Hedge Fund•Long/Short	+$72.9M +958.4K shares	$72.9M 958.4K shares
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	+$71.9M +945.2K shares	$108.9M 1.4M shares
THRIVENT FINANCIAL FOR LUTHERANS Insurance Manager	+$71.4M +938.9K shares	$79.8M 1.0M shares
BB&T CORP Institution	+$68.8M +904.4K shares	$109.4M 1.4M shares
JPMORGAN CHASE & CO Institution	+$65.7M +864.3K shares	$222.7M 2.9M shares
TWO SIGMA INVESTMENTS LLC Hedge Fund•Multi-Strategy	+$58.6M +771.3K shares	$82.8M 1.1M shares

Biggest Sellers

Institution	Net Sold	Current Position
Point72 Asset Management, L.P. Hedge Fund•Multi-Strategy	−$66.6M −966.3K shares	Sold Off 0 shares
Z Zimmer Partners, LP Hedge Fund•Long/Short	−$64.5M −936.4K shares	Sold Off 0 shares
CBRE CLARION SECURITIES LLC Real Assets	−$64.2M −931.8K shares	Sold Off 0 shares
VANGUARD GROUP INC Institution	−$63.1M −830.7K shares	$2.3B 30.1M shares
UBS GLOBAL ASSET MANAGEMENT AMERICAS INC Long Only Manager	−$48.1M −633.0K shares	$80.0M 1.1M shares
Y Yaupon Capital Management LP Hedge Fund•Multi-Strategy	−$46.3M −608.8K shares	$15.3M 201.7K shares
M Mitsubishi UFJ Trust & Banking Corp Institution	−$43.6M −573.5K shares	$144.2M 1.9M shares
COHEN & STEERS INC Institution	−$42.2M −554.8K shares	$175.8M 2.3M shares
WELLS FARGO & COMPANY/MN Institution	−$30.6M −402.5K shares	$48.1M 632.7K shares
F Freestone Grove Partners LP Hedge Fund•Multi-Strategy	−$29.4M −387.2K shares	$15.4M 203.0K shares

Entry and Exit Activity

Institutions that initiated new positions or completely exited EVRG in Q3 2025

New Positions: 42
New Value: $125.6M
Exited Positions: 55
Exited Value: $225.4M

New Positions

Institution	Position Value
A ANTIPODES PARTNERS Ltd Hedge Fund•Long/Short	$72.9M 958.4K shares
CRAMER ROSENTHAL MCGLYNN LLC Long Only Manager	$28.4M 373.0K shares
Diameter Capital Partners LP Hedge Fund•Credit Arb	$16.7M 220.0K shares
IMC-Chicago, LLC RIA/Wealth	$1.2M 16.1K shares
Union Bankshares Corp Institution	$728.1K 9.6K shares
Vestmark Advisory Solutions, Inc. Fund of Funds	$657.6K 8.7K shares
V Vise Technologies, Inc. Institution	$640.4K 8.4K shares
ASSOCIATED BANC-CORP Institution	$512.2K 6.7K shares
Aaron Wealth Advisors LLC RIA/Wealth	$471.3K 6.2K shares
Texas Capital Bank Wealth Management Services Inc RIA/Wealth	$287.4K 3.8K shares

Exited Positions

Institution	Previous Position
Point72 Asset Management, L.P. Hedge Fund•Multi-Strategy	$66.6M 966.3K shares
Z Zimmer Partners, LP Hedge Fund•Long/Short	$64.5M 936.4K shares
CBRE CLARION SECURITIES LLC Real Assets	$64.2M 931.8K shares
P PINNBROOK CAPITAL MANAGEMENT LP Hedge Fund•Global Macro	$4.6M 66.3K shares
B Brevan Howard Capital Management LP Institution	$4.2M 61.5K shares
D D. E. Shaw & Co., Inc. Institution	$3.6M 52.4K shares
Kingstone Capital Partners Texas, LLC RIA/Wealth	$2.9M 41.5K shares
BTG Pactual Asset Management US LLC Hedge Fund•Multi-Strategy	$2.7M 39.1K shares
WEXFORD CAPITAL LP Hedge Fund•Multi-Strategy	$1.9M 27.5K shares
T TEXAS PERMANENT SCHOOL FUND Institution	$1.1M 15.7K shares

Options Activity

Institutions with the largest Call and Put options positions in EVRG as of Q3 2025

Call Positions: 8
Call Value: $19.3M
Put Positions: 7
Put Value: $71.8M

Call Positions

Institution	Position Value
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	$8.5M 1.1K contracts
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	$7.3M 954.0 contracts
J JANE STREET GROUP, LLC Institution	$1.8M 238.0 contracts
W WOLVERINE TRADING, LLC Institution	$893.2K 119.0 contracts
UBS Group AG Institution	$532.1K 70.0 contracts
Walleye Trading Advisors, LLC Hedge Fund•Multi-Strategy	$288.9K 38.0 contracts
BARCLAYS PLC Institution	$15.2K 2.0 contracts
TUDOR INVESTMENT CORP ET AL Hedge Fund•Multi-Strategy	- - contracts

Put Positions

Institution	Position Value
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	$46.9M 6.2K contracts
Z Zimmer Partners, LP Hedge Fund•Long/Short	$21.9M 2.9K contracts
Walleye Trading LLC RIA/Wealth	$1.2M 161.0 contracts
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	$1.0M 133.0 contracts
CAPSTONE INVESTMENT ADVISORS, LLC Hedge Fund•Multi-Strategy	$334.5K 44.0 contracts
Walleye Trading Advisors, LLC Hedge Fund•Multi-Strategy	$281.3K 37.0 contracts
J JANE STREET GROUP, LLC Institution	$205.3K 27.0 contracts

Most Committed Institutions

Institutions with EVRG as the highest % of their portfolio as of Q3 2025

Institution	Key People	Portfolio Weight	Ownership	Owned Since	Total AUM (Long)
T Teilinger Capital Ltd. Institution	-	47.32% $44.1M	0.25% 580.0K shares	Q4 2023 Held for 1y 11m	$93.2M
Bluescape Energy Partners LLC Private Equity	C John Wilder Chairman	46.90% $202.0M	1.15% 2.7M shares	Q2 2021 Held for 4y 5m	$430.7M
HITE Hedge Asset Management LLC Hedge Fund•Long/Short	James Meyers Jampel Founder	3.17% $58.3M	0.33% 767.1K shares	Q4 2020 Held for 4y 11m	$1.8B
V Vennlight Capital Management, LP Hedge Fund•Long/Short	Igor (Nmn) Gitelman Founder	2.70% $2.1M	0.01% 27.3K shares	Q3 2025 Held for 2 months	$76.9M
R RNC CAPITAL MANAGEMENT LLC RIA/Wealth	Daniel John Genter CEO	2.40% $52.1M	0.30% 685.1K shares	Q3 2020 Held for 5y 2m	$2.2B
OLD REPUBLIC INTERNATIONAL CORP Institution	Craig Smiddy CEO	2.36% $63.6M	0.36% 836.0K shares	Q2 2018 Held for 7y 5m	$2.7B
Magellan Asset Management Ltd Long Only Manager	Sophia Sally Rahmani CEO	2.20% $185.8M	1.06% 2.4M shares	Q2 2018 Held for 7y 5m	$8.4B
FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. RIA/Wealth	Laurie Sue Stegenga President	1.99% $3.5M	0.02% 46.2K shares	Q3 2024 Held for 1y 2m	$176.8M
A ADVOCATE GROUP LLC Institution	-	1.83% $11.1M	0.06% 146.5K shares	Q2 2022 Held for 3y 5m	$608.3M
CRAMER ROSENTHAL MCGLYNN LLC Long Only Manager	Christopher Charles Barnett CEO	1.82% $28.4M	0.16% 373.0K shares	Q3 2025 Held for 2 months	$1.6B

Hedge Fund Spotlight

Discover hedge funds investing in EVRG

Quantinno Capital Management LP

Hedge Fund • Market Neutral

Portfolio ManagerHoon Nmn Kim

Portfolio Value: $36.6B
Positions: 2,911
Last Reported: Q3 2025

Sector Allocation

Position in Evergy

Market Value: $26.1M
Shares Held: 343.4K
Portfolio Weight: 0.07%
Owned Since: 2023-Q1

Top Holding	Sector	Market Value	Weight
1 Nvidia NVDA	Semiconductors Technology	$2.1B	5.71%
2 Apple AAPL	Consumer Electronics Technology	$1.9B	5.06%
3 Microsoft MSFT	Software - Infrastructure Technology	$1.4B	3.93%