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EVRG · Evergy, Inc. · Held by Funds

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$84.77 -1.78 (-2.05%) Q2 2026 earnings call transcript
S&P 500 member Russell 1000 member Rebalance outlook locked
Market Cap
$19.95B
Shares
230.51M
Volume · Nov 3 2.31M Avg daily vol (3M) 2.11M

Registered funds — mutual funds, ETFs and closed-end funds — whose latest Form N-PORT portfolio report holds this exact listed security, matched by CUSIP. Each row is one fund position with its size, value and weight in that fund.

Fund Ownership of EVRG by Fund Type

Registered funds' Form N-PORT reports for the quarter ended Jun 30, 2026

Index funds and index ETFs hold 26.62% of shares outstanding.

Fund type Of shares outstanding Shares
Index funds 4.59% 10,588,404
Index ETFs 22.03% 50,778,356
Active ETFs 0.99% 2,282,088
Active funds 18.80% 43,338,746
Unclassified 1.48% 3,403,878
All registered funds 47.89% 110,391,472
How fund types are measured

Each fund series counts once, with its latest Form N-PORT report dated inside the quarter; only long share positions count, restated to today's split basis. The fund type is the series' latest Form N-CEN answer on or before the quarter end (the index-fund box and the exchange-traded flag), never its name. Unclassified funds have no usable N-CEN; unit investment trusts are among them, so index ownership is a floor. Funds sit inside their advisers' 13F reports, so these shares overlap the 13F figures and are never added to them.

Funds holding EVRG

794 fund positions
Fund Balance Value % of Fund Open
VANGUARD TOTAL STOCK MARKET INDEX FUND 6,930,226 $598,979,433 0.03%
VANGUARD 500 INDEX FUND 5,972,238 $516,180,530 0.03%
VANGUARD SMALL-CAP INDEX FUND 5,004,654 $432,552,245 0.23%
Franklin Utilities Fund 4,150,000 $358,684,500 4.69%
State Street(R) Utilities Select Sector SPDR(R) ETF 3,750,926 $324,192,534 1.40%
BlackRock Equity Dividend Fund 3,434,886 $285,129,887 1.40%
VANGUARD SMALL-CAP VALUE INDEX FUND 3,170,806 $274,052,763 0.40%
iShares Core S&P 500 ETF 3,170,796 $274,051,898 0.03%
Fidelity 500 Index Fund 2,992,274 $242,434,039 0.03%
State Street(R) SPDR(R) S&P 500(R) ETF Trust 2,793,936 $241,479,888 0.03%
Federated Hermes Strategic Value Dividend Fund 2,899,250 $240,666,743 2.41%
State Street(R) SPDR(R) S&P(R) Dividend ETF 2,413,573 $208,605,114 0.98%
Invesco S&P 500 Equal Weight ETF 2,249,498 $186,730,829 0.19%
Strategic Advisers Fidelity U.S. Total Stock Fund 1,861,501 $150,818,811 0.06%
VANGUARD UTILITIES INDEX FUND 1,588,463 $128,697,272 1.28%
Invesco Comstock Fund 1,461,052 $121,281,927 0.81%
Select Utilities Portfolio 1,396,454 $113,140,703 3.23%
VANGUARD INSTITUTIONAL INDEX FUND 1,252,496 $108,253,229 0.03%
DNP Select Income Fund Inc 1,287,623 $106,885,585 2.88%
State Street(R) SPDR(R) Portfolio S&P 500(R) High Dividend ETF 1,145,136 $98,974,104 1.34%
Mid Cap Value Fund 1,091,933 $94,375,769 1.67%
MFS Mid Cap Value Fund 1,089,583 $94,172,659 0.54%
College Retirement Equities Fund - Total Global Stock Account 1,084,836 $93,762,375 0.06%
Invesco S&P 500 Low Volatility ETF 1,081,736 $87,642,251 1.24%
iShares Russell Mid-Cap ETF 945,951 $81,758,545 0.14%
VANGUARD HIGH DIVIDEND YIELD INDEX FUND 927,204 $76,967,204 0.08%
PGIM Jennison Utility Fund 943,187 $76,417,011 2.53%
Fidelity Mid Cap Index Fund 872,799 $72,451,045 0.14%
COHEN & STEERS INFRASTRUCTURE FUND INC 811,570 $70,143,995 2.24%
Franklin Equity Income Fund 815,000 $67,653,150 1.34%
The Gabelli Utilities Fund 772,850 $66,797,426 3.79%
First Trust North American Energy Infrastructure Fund 770,642 $63,970,992 1.55%
VIP Mid Cap Portfolio 703,700 $60,820,791 0.64%
Fidelity Puritan Fund 744,054 $60,283,255 0.18%
Bridge Builder Small/Mid Cap Value Fund 693,605 $59,948,280 0.57%
iShares Core Dividend Growth ETF 718,103 $59,609,730 0.14%
NYLIM CBRE Global Infrastructure Fund 715,530 $59,396,145 3.48%
Carillon Scout Mid Cap Fund 635,932 $54,963,603 1.29%
Schwab U.S. Mid-Cap ETF 637,639 $51,661,512 0.35%
State Street(R) SPDR(R) Portfolio S&P 500(R) ETF 548,311 $47,390,520 0.03%
Invesco S&P 500 High Dividend Low Volatility ETF 558,747 $45,269,682 1.33%
iShares Russell 1000 Value ETF 515,470 $44,552,072 0.06%
iShares Core High Dividend ETF 522,183 $43,346,411 0.29%
Tortoise Energy Infrastructure Corp 530,872 $43,011,249 3.77%
Schwab S&P 500 Index Fund 515,670 $42,805,767 0.03%
College Retirement Equities Fund - Global Equities Account 440,430 $38,066,365 0.10%
Fidelity Telecom and Utilities Fund 431,200 $35,793,912 2.71%
Fidelity Total Market Index Fund 440,461 $35,686,150 0.03%
Fidelity Equity Dividend Income Fund 432,800 $35,065,456 0.41%
VANGUARD STRATEGIC EQUITY FUND 389,978 $33,705,799 0.28%
Showing 1–50 of 794 positions
Key facts CIK 1711269 CUSIP 30034W106 13F (30d) 366 filings 334 filers Visit website Investor relations