MORGAN STANLEY

Position in EVRG — Evergy, Inc.

CIK 895421 NEW YORK, NY

Back to EVRG Full portfolio

Position in EVRG

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$343,182,581

-$47,830,420 QoQ

Shares Held

3,970,642

-16.8% QoQ

Ownership

1.72%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

of 935 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 76% Shared 0% None 24%

Common Shares in EVRG Over Time

Shares Held

Position Value (USD)

Position in Utilities - Regulated Electric

Utilities · as of Jun 30, 2026

MORGAN STANLEY holds $22,424,712,131 across 42 Utilities - Regulated Electric names. EVRG ranks #19 (1.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	63,514,030	$5,574,626,402
2	AEP	American Electric Power Co Inc	18,980,444	$2,596,714,535
3	DUK	Duke Energy CORP	13,107,459	$1,659,142,151
4	SO	Southern Co	13,593,077	$1,298,538,960
5	ETR	Entergy Corp /De/	9,808,504	$1,126,604,759
6	D	Dominion Energy, Inc	11,169,924	$762,794,100
7	EXC	Exelon Corp	16,111,485	$751,117,419
8	XEL	Xcel Energy Inc	7,894,693	$633,943,843

All Filings in EVRG

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26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$343,182,581	3,970,642	-16.8%	Shares	Defined	2026-08-13
2026-03-31	$391,013,001	4,773,108	+23.2%	Shares	Defined	2026-05-15
2025-12-31	$280,802,111	3,873,667	-16.6%	Shares	Defined	2026-05-27
2025-09-30	$353,141,780	4,645,380	+14.0%	Shares	Defined	2026-05-27
2025-06-30	$280,904,977	4,075,221	+5.4%	Shares	Defined	2025-08-15
2025-03-31	$266,687,976	3,867,846	+6.8%	Shares	Defined	2025-05-15
2024-12-31	$222,959,268	3,622,409	+9.5%	Shares	Defined	2025-05-15
2024-09-30	$205,196,292	3,309,084	-11.2%	Shares	Defined	2025-05-14
2024-06-30	$197,436,608	3,727,329	+13.1%	Shares	Defined	2025-05-14
2024-03-31	$175,919,868	3,295,614	+3.5%	Shares	Defined	2024-10-17
2023-12-31	$166,148,315	3,182,918	+29.1%	Shares	Defined	2024-08-16
2023-09-30	$125,028,019	2,466,036	+24.7%	Shares	Defined	2023-11-15
2023-06-30	$115,492,538	1,976,935	+3.6%	Shares	Defined	2023-08-14
2023-03-31	$116,598,862	1,907,704	+9.3%	Shares	Defined	2023-05-15
2022-12-31	$109,820,018	1,745,114	+21.9%	Shares	Defined	2023-02-14
2022-09-30	$85,015,414	1,431,236	-2.8%	Shares	Defined	2022-11-14
2022-06-30	$96,104,699	1,472,869	+71.0%	Shares	Defined	2022-10-27
2022-03-31	$58,863,153	861,328	-11.7%	Shares	Defined	2022-10-27
2021-12-31	$66,890,698	974,941	+57.7%	Shares	Defined	2022-02-14
2021-09-30	$38,442,832	618,052	+16.1%	Shares	Defined	2021-11-15
2021-06-30	$32,166,825	532,299	+35.8%	Shares	Defined	2021-08-23
2021-03-31	$23,341,948	392,104	-62.2%	Shares	Defined	2021-05-17
2020-12-31	$57,643,691	1,038,438	-23.0%	Shares	Defined	2021-02-16
2020-09-30	$68,506,525	1,348,023	-34.5%	Shares	Defined	2020-11-13
2020-06-30	$122,062,572	2,058,738	-19.6%	Shares	Defined	2020-08-14
2020-03-31	$141,033,639	2,561,919	—	Shares	Defined	2020-05-26
No filing history on record for this holder in this stock.