As of the latest SEC filings, Evergy, Inc. (EVRG) is held by 723 institutional funds. The largest fund shareholder is VANGUARD TOTAL STOCK MARKET INDEX FUND (VTI), holding an estimated $566,452,060.16 in market value, representing 0.03% of its portfolio.
Funds holding Evergy, Inc. (EVRG)
Source: SEC Form N-PORT institutional portfolio disclosures
- Ticker:
- EVRG
- CIK:
- 0001711269
| Fund | Type | Manager | Weight | Market Value | Shares |
Report Date
|
Filing Date
|
|---|---|---|---|---|---|---|---|
|
VTI
VANGUARD TOTAL STOCK MARKET INDEX FUND
|
ETF | Vanguard | 0.03% | $566,452,060.16 | 6,914,698 | Mar 31, 2026 | May 28, 2026 |
|
VFIAX
VANGUARD 500 INDEX FUND
|
ETF | Vanguard | 0.03% | $479,209,062.40 | 5,849,720 | Mar 31, 2026 | May 28, 2026 |
|
FKUTX
Franklin Utilities Fund
|
MF | Franklin Templeton | 4.39% | $339,968,000.00 | 4,150,000 | Mar 31, 2026 | May 27, 2026 |
|
XLU
State Street(R) Utilities Select Sector SPDR(R) ETF
|
ETF | State Street (SPDR) | 1.32% | $323,544,023.04 | 3,949,512 | Mar 31, 2026 | May 28, 2026 |
|
SVAAX
Federated Hermes Strategic Value Dividend Fund
|
MF | Federated Hermes | 3.01% | $286,564,270.00 | 3,459,250 | Apr 30, 2026 | Jun 23, 2026 |
|
FXAIX
Fidelity 500 Index Fund
|
MF | Fidelity | 0.03% | $245,103,888.92 | 2,929,762 | Feb 28, 2026 | Apr 24, 2026 |
|
IVV
iShares Core S&P 500 ETF
|
ETF | BlackRock / iShares | 0.03% | $242,526,371.84 | 2,960,527 | Mar 31, 2026 | May 28, 2026 |
|
MDDVX
BlackRock Equity Dividend Fund
|
MF | BlackRock / iShares | 1.13% | $222,640,535.48 | 2,687,597 | Apr 30, 2026 | Jun 25, 2026 |
|
SPY
SPDR S&P 500 ETF Trust
|
ETF | State Street (SPDR) | 0.03% | $221,051,781.12 | 2,698,386 | Mar 31, 2026 | May 28, 2026 |
|
NAESX
VANGUARD SMALL-CAP INDEX FUND
|
ETF | Vanguard | 0.13% | $206,131,036.16 | 2,516,248 | Mar 31, 2026 | May 28, 2026 |
|
VO
VANGUARD MID-CAP INDEX FUND
|
ETF | Vanguard | 0.10% | $193,052,753.92 | 2,356,601 | Mar 31, 2026 | May 28, 2026 |
|
FCTDX
Strategic Advisers Fidelity U.S. Total Stock Fund
|
MF | Fidelity | 0.08% | $180,495,613.40 | 2,157,490 | Feb 28, 2026 | Apr 24, 2026 |
|
SDY
State Street(R) SPDR(R) S&P(R) Dividend ETF
|
ETF | State Street (SPDR) | 0.85% | $175,703,408.64 | 2,144,817 | Mar 31, 2026 | May 28, 2026 |
|
RSP
Invesco S&P 500 Equal Weight ETF
|
ETF | Invesco | 0.20% | $172,490,193.56 | 2,082,209 | Apr 30, 2026 | Jun 29, 2026 |
|
VISVX
VANGUARD SMALL-CAP VALUE INDEX FUND
|
ETF | Vanguard | 0.22% | $131,267,051.52 | 1,602,381 | Mar 31, 2026 | May 28, 2026 |
|
VUIAX
VANGUARD UTILITIES INDEX FUND
|
ETF | Vanguard | 1.19% | $131,045,107.66 | 1,566,401 | Feb 28, 2026 | Apr 28, 2026 |
|
FSUTX
Select Utilities Portfolio
|
MF | Fidelity | 3.04% | $124,147,591.64 | 1,483,954 | Feb 28, 2026 | Apr 24, 2026 |
|
ACSDX
Invesco Comstock Fund
|
MF | Invesco | 0.84% | $121,033,547.68 | 1,461,052 | Apr 30, 2026 | Jun 26, 2026 |
|
DNP
DNP Select Income Fund Inc
|
CEF | Duff & Phelps / Virtus | 2.72% | $106,666,689.32 | 1,287,623 | Apr 30, 2026 | Jun 26, 2026 |
|
SPLV
Invesco S&P 500 Low Volatility ETF
|
ETF | Invesco | 1.29% | $106,450,406.22 | 1,272,417 | Feb 28, 2026 | Apr 28, 2026 |
|
VIIIX
VANGUARD INSTITUTIONAL INDEX FUND
|
MF | Vanguard | 0.03% | $106,341,826.56 | 1,298,118 | Mar 31, 2026 | May 28, 2026 |
|
ACMVX
Mid Cap Value Fund
|
MF | American Century | 1.86% | $103,916,011.52 | 1,268,506 | Mar 31, 2026 | May 29, 2026 |
|
TYG
Tortoise Energy Infrastructure Corp
|
CEF | Independent / Boutique | 8.93% | $95,331,322.94 | 1,139,509 | Feb 28, 2026 | Apr 28, 2026 |
|
SPYD
State Street(R) SPDR(R) Portfolio S&P 500(R) High Dividend ETF
|
ETF | State Street (SPDR) | 1.31% | $92,169,912.32 | 1,125,121 | Mar 31, 2026 | May 28, 2026 |
|
MVCHX
MFS Mid Cap Value Fund
|
MF | Independent / Boutique | 0.56% | $90,327,613.44 | 1,102,632 | Mar 31, 2026 | May 26, 2026 |
Advertisement (320x50)