Reporting Date | Major Shareholder Name | Shares Held | Market Value | Change in Shares | Ownership |
---|---|---|---|---|---|
05/10/2024 | VANGUARD GROUP INC | 31.05 M | $1.66 B | 0.94% | 13.50% |
05/15/2024 | STATE STREET CORP | 17.02 M | $908.52 M | 25.67% | 7.40% |
05/10/2024 | BLACKROCK INC. | 15.96 M | $852.00 M | -6.85% | 6.94% |
05/13/2024 | GEODE CAPITAL MANAGEMENT, LLC | 5.67 M | $302.08 M | 4.40% | 2.47% |
05/14/2024 | INVESCO LTD. | 5.48 M | $292.65 M | 23.65% | 2.38% |
05/13/2024 | FRANKLIN RESOURCES INC | 5.10 M | $272.36 M | 0.85% | 2.22% |
05/15/2024 | POINT72 ASSET MANAGEMENT, L.P. | 3.75 M | $200.37 M | 3.92% | 1.63% |
05/14/2024 | AMERICAN CENTURY COMPANIES INC | 3.39 M | $181.04 M | 16.34% | 1.47% |
05/15/2024 | MORGAN STANLEY | 3.30 M | $175.92 M | 3.54% | 1.43% |
05/14/2024 | FEDERATED HERMES, INC. | 2.94 M | $156.84 M | -0.14% | 1.28% |
05/14/2024 | NORTHERN TRUST CORP | 2.81 M | $149.90 M | -3.02% | 1.22% |
04/25/2024 | BANK OF NEW YORK MELLON CORP | 2.80 M | $149.44 M | -0.58% | 1.22% |
05/10/2024 | MITSUBISHI UFJ TRUST & BANKING CORP | 2.69 M | $141.79 M | 5.26% | 1.17% |
05/15/2024 | MILLENNIUM MANAGEMENT LLC | 2.66 M | $141.81 M | 25.92% | 1.16% |
05/15/2024 | BLUESCAPE ENERGY PARTNERS LLC | 2.66 M | $141.86 M | 0.00% | 1.15% |
05/15/2024 | ZIMMER PARTNERS, LP | 2.33 M | $124.18 M | 781.37% | 1.01% |
07/01/2024 | LEGAL & GENERAL GROUP PLC | 2.26 M | $120.77 M | -3.40% | 0.98% |
04/15/2024 | MANNING & NAPIER GROUP, LLC | 2.18 M | $116.44 M | -0.11% | 0.95% |
05/13/2024 | FMR LLC | 2.02 M | $107.83 M | -35.43% | 0.88% |
05/09/2024 | THOMPSON SIEGEL & WALMSLEY LLC | 2.00 M | $106.86 M | 21.67% | 0.87% |
05/13/2024 | FIRST TRUST ADVISORS LP | 1.99 M | $106.23 M | -5.05% | 0.87% |
05/15/2024 | TWO SIGMA INVESTMENTS, LP | 1.85 M | $98.50 M | -8.02% | 0.80% |
05/15/2024 | BANK OF AMERICA CORP /DE/ | 1.83 M | $97.46 M | 241.11% | 0.79% |
05/14/2024 | EXODUSPOINT CAPITAL MANAGEMENT, LP | 1.73 M | $92.27 M | -33.20% | 0.75% |
05/15/2024 | TWO SIGMA ADVISERS, LP | 1.71 M | $91.32 M | 7.23% | 0.74% |
05/15/2024 | PRICE T ROWE ASSOCIATES INC /MD/ | 1.64 M | $87.29 M | -61.06% | 0.71% |
05/15/2024 | VOLORIDGE INVESTMENT MANAGEMENT, LLC | 1.58 M | $84.49 M | 95.64% | 0.69% |
05/09/2024 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1.46 M | $78.02 M | 3.43% | 0.64% |
05/10/2024 | JPMORGAN CHASE & CO | 1.43 M | $76.21 M | 13.55% | 0.62% |
05/14/2024 | DUFF & PHELPS INVESTMENT MANAGEMENT CO | 1.37 M | $73.04 M | 13.24% | 0.59% |
04/30/2024 | CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | 1.32 M | $70.50 M | -6.09% | 0.57% |
05/13/2024 | NUVEEN ASSET MANAGEMENT, LLC | 1.28 M | $71.31 M | 97.88% | 0.56% |
05/14/2024 | GABELLI FUNDS LLC | 1.26 M | $67.38 M | -5.18% | 0.55% |
05/15/2024 | CITADEL ADVISORS LLC | 1.25 M | $66.89 M | -28.70% | 0.54% |
05/14/2024 | MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 1.24 M | $66.11 M | -19.17% | 0.54% |
05/13/2024 | BALYASNY ASSET MANAGEMENT L.P. | 1.18 M | $63.08 M | -31.33% | 0.51% |
05/10/2024 | DIMENSIONAL FUND ADVISORS LP | 1.15 M | $61.56 M | 14.85% | 0.50% |
05/15/2024 | HSBC HOLDINGS PLC | 1.12 M | $59.65 M | 9.84% | 0.49% |
05/14/2024 | VERITION FUND MANAGEMENT LLC | 1.12 M | $59.70 M | 2,399.07% | 0.49% |
05/15/2024 | ENERGY INCOME PARTNERS, LLC | 1.11 M | $59.12 M | 10.85% | 0.48% |
05/13/2024 | UBS GROUP AG | 1.10 M | $58.49 M | -26.59% | 0.48% |
05/15/2024 | GOLDMAN SACHS GROUP INC | 1.07 M | $57.11 M | -1.28% | 0.47% |
05/02/2024 | EMPOWER ADVISORY GROUP, LLC | 1.07 M | $56.97 M | 15.52% | 0.46% |
05/14/2024 | APG ASSET MANAGEMENT N.V. | 1.00 M | $49.65 M | -2.25% | 0.44% |
05/13/2024 | BANK OF MONTREAL /CAN/ | 903,011 | $48.29 M | -54.53% | 0.39% |
04/29/2024 | OLD REPUBLIC INTERNATIONAL CORP | 830,246 | $44.32 M | 0.00% | 0.36% |
05/14/2024 | MACQUARIE GROUP LTD | 817,642 | $9.94 M | 336.05% | 0.36% |
05/15/2024 | UBS ASSET MANAGEMENT AMERICAS INC | 813,796 | $43.44 M | -1.87% | 0.35% |
05/03/2024 | VICTORY CAPITAL MANAGEMENT INC | 789,664 | $42.15 M | -17.89% | 0.34% |
04/24/2024 | ASSENAGON ASSET MANAGEMENT S.A. | 771,022 | $41.16 M | -49.17% | 0.33% |
A. During the previous two years, 931 institutional investors and hedge funds held shares of Evergy, Inc.. The most heavily invested institutionals were:
VANGUARD GROUP INC: 31.05 M
STATE STREET CORP: 17.02 M
BlackRock Inc.: 15.96 M
GEODE CAPITAL MANAGEMENT, LLC: 5.67 M
Invesco Ltd.: 5.48 M
FRANKLIN RESOURCES INC: 5.1 M
A. 84.56% of Evergy, Inc. stock is owned by institutional investors.
A. Institutional investors have bought a total of 261.28 M shares in the last 24 months. This purchase volume represents approximately $13.80 B in transactions.