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Funds Holding Evergy Inc

Every registered fund lists what it holds each quarter. These are the ones reporting a position in Evergy Inc, ordered by how much of each fund the position represents rather than by its size.

Institutional holders of EVRG →
Funds holding
191
as of 2026-07-31
Reported value
$2.1B
summed across funds
Fund families
85
named trusts
Largest conviction
3.82%
of a single fund

Largest share of a fund

A small position that is a large part of its fund says more than a large one that is a rounding error.

FundOf the fund
Invesco Dorsey Wright Utilities Momentum ETFInvesco Exchange-Traded Fund Trust25.1K sh$2.1M3.82%
NYLIM CBRE Global Infrastructure FundNYLIM FUNDS TRUST715.5K sh$59.4M3.48%
StockSnips AI-Powered Sentiment US All Cap ETFEA Series Trust7.7K sh$642.7K3.29%
First Trust Utilities AlphaDEX FundFirst Trust Exchange-Traded AlphaDEX Fund326.1K sh$27.1M3.26%
Invesco S&P 500 Equal Weight Utilities ETFInvesco Exchange-Traded Fund Trust207.6K sh$17.2M3.20%
iShares Infrastructure Active ETFBlackRock ETF Trust39.8K sh$3.3M3.01%
Genter Capital Dividend Income ETFSPINNAKER ETF SERIES1.7K sh$145K2.99%
CRM LONG/SHORT OPPORTUNITIESCRM Mutual Fund Trust184.2K sh$15.3M2.90%
DNP Select Income Fund IncDNP Select Income Fund Inc1.3M sh$106.9M2.88%
CRM SMALL/MID CAP VALUE FUNDCRM Mutual Fund Trust61.2K sh$5.1M2.81%
Genter Dividend Income FundINVESTMENT MANAGERS SERIES TRUST17K sh$1.4M2.80%
Fidelity Telecom and Utilities FundFidelity Select Portfolios431.2K sh$35.8M2.71%
Franklin Mutual U.S. Mid Cap Value FundFranklin Value Investors Trust252.3K sh$20.9M2.69%
John Hancock Premium Dividend FundJohn Hancock Premium Dividend Fund208K sh$17.3M2.45%
First Trust EIP Power Solutions ETFFirst Trust Exchange-Traded Fund IV8.7K sh$722.5K2.44%
Federated Hermes Strategic Value Dividend FundFederated Hermes Equity Funds2.9M sh$240.7M2.41%
John Hancock Tax-Advantaged Dividend Income FundJohn Hancock Tax-Advantaged Dividend Income Fund266.9K sh$22.2M2.37%
Duff & Phelps Utility & Infrastructure Fund Inc.Duff & Phelps Utility & Infrastructure Fund Inc.163K sh$13.5M2.32%
Federated Hermes Enhanced Income ETFFederated Hermes ETF Trust14.9K sh$1.2M2.16%
Transamerica Mid Cap Value OpportunitiesTRANSAMERICA FUNDS194.5K sh$16.1M2.08%
Global X U.S. Electrification ETFGLOBAL X FUNDS111K sh$9.2M2.00%
CRM MID CAP VALUE FUNDCRM Mutual Fund Trust64.1K sh$5.3M1.96%
MarketDesk Focused U.S. Dividend ETFEA Series Trust13.7K sh$1.1M1.94%
Federated Hermes U.S. Strategic Dividend ETFFederated Hermes ETF Trust200.8K sh$16.7M1.89%
iShares Large Cap Value Active ETFBlackRock ETF Trust66.9K sh$5.6M1.61%
First Trust North American Energy Infrastructure FundFirst Trust Exchange-Traded Fund IV770.6K sh$64M1.55%
BlackRock Mid-Cap Value FundBlackRock Mid-Cap Value Series, Inc.207.7K sh$17.2M1.54%
CRM ALL CAP VALUE FUNDCRM Mutual Fund Trust3.4K sh$281.5K1.42%
FT Energy Income Partners Strategy ETFFirst Trust Exchange-Traded Fund IV96K sh$8M1.41%
BlackRock Equity Dividend FundBlackRock Equity Dividend Fund3.4M sh$285.1M1.40%
Transamerica Small/Mid Cap ValueTRANSAMERICA FUNDS108K sh$9M1.38%
Franklin Equity Income FundFranklin Investors Securities Trust815K sh$67.7M1.34%
NYLIM CBRE Real Assets ETFNYLIM Active ETF Trust1K sh$87K1.26%
Fidelity MSCI Utilities Index ETFFIDELITY COVINGTON TRUST348.6K sh$28.9M1.25%
iShares U.S. Utilities ETFiShares Trust207.7K sh$17.2M1.18%
UTILITIES ULTRASECTOR PROFUNDProFunds1.1K sh$91.5K1.17%
Direxion Daily Utilities Bull 3X SharesDirexion Shares ETF Trust4.9K sh$406K1.07%
Integrity Dividend Harvest FundINTEGRITY FUNDS100K sh$8.3M1.06%
Pacer S&P 500 Quality FCF High Dividend ETFPacer Funds Trust69 sh$5.7K1.04%
Fidelity Infrastructure FundFidelity Investment Trust19.3K sh$1.6M1.03%
Global Infrastructure FundRUSSELL INVESTMENT CO66.9K sh$5.6M0.91%
Invesco Comstock FundAIM Sector Funds (Invesco Sector Funds)1.5M sh$121.3M0.81%
Invesco S&P 500 Value with Momentum ETFInvesco Exchange-Traded Fund Trust11.5K sh$952.1K0.73%
Victory Income Stock FundVictory Portfolios III246.8K sh$20.5M0.71%
Harbor Long-Short Equity ETFHarbor ETF Trust1.3K sh$108.1K0.71%
THRIVENT LARGE CAP VALUE FUNDThrivent Mutual Funds315.9K sh$26.2M0.70%
First Trust Horizon Managed Volatility Domestic ETFFirst Trust Exchange-Traded Fund III6K sh$496.5K0.67%
Transamerica Multi-Asset IncomeTRANSAMERICA FUNDS59.3K sh$4.9M0.56%
FlexShares US Quality Low Volatility Index FundFlexShares Trust10.8K sh$892.5K0.55%
FlexShares Quality Dividend Defensive Index FundFlexShares Trust32.7K sh$2.7M0.50%
FlexShares US Quality Large Cap Index FundFlexShares Trust59.1K sh$4.9M0.48%
First Trust Large Cap Value AlphaDEX FundFirst Trust Exchange-Traded AlphaDEX Fund81.3K sh$6.7M0.48%
Goldman Sachs Multi-Manager Real Assets Strategy FundGoldman Sachs Trust II85.1K sh$7.1M0.46%
PGIM Quant Solutions Mid-Cap Value FundPrudential Investment Portfolios, Inc. 1010.8K sh$896.5K0.46%
PACE Small/Medium Co Value Equity InvestmentsPACE SELECT ADVISORS TRUST14.8K sh$1.2M0.45%
JPMorgan Diversified Return U.S. Equity ETFJ.P. Morgan Exchange-Traded Fund Trust20.8K sh$1.7M0.38%
JPMorgan Diversified Return U.S. Mid Cap Equity ETFJ.P. Morgan Exchange-Traded Fund Trust20.9K sh$1.7M0.37%
Victory Global Managed Volatility FundVictory Portfolios III16.7K sh$1.4M0.37%
First Trust Large Cap Core AlphaDEX FundFirst Trust Exchange-Traded AlphaDEX Fund65.2K sh$5.4M0.35%
VOYA Global High Dividend Low Volatility FundVoya Mutual Funds11.3K sh$934.4K0.32%
Victory Growth & Income FundVictory Portfolios III88.2K sh$7.3M0.32%
Fidelity Hedged Equity FundFidelity Greenwood Street Trust27.4K sh$2.3M0.30%
iShares Core High Dividend ETFiShares Trust522.2K sh$43.3M0.29%
Column Mid Cap FundTrust for Professional Managers39.4K sh$3.2M0.29%
Innovator Equity Managed 10 Buffer ETFInnovator ETFs Trust1.4K sh$119.9K0.27%
iShares Morningstar Mid-Cap Value ETFiShares Trust36.5K sh$3M0.27%
Innovator Equity Managed 100 Buffer ETFInnovator ETFs Trust4.4K sh$362.3K0.26%
JPMorgan U.S. Momentum Factor ETFJ.P. Morgan Exchange-Traded Fund Trust76.9K sh$6.4M0.26%
First Trust Multi Cap Value AlphaDEX FundFirst Trust Exchange-Traded AlphaDEX Fund4.9K sh$407.3K0.24%
JPMorgan U.S. Value Factor ETFJ.P. Morgan Exchange-Traded Fund Trust22.1K sh$1.8M0.22%
AAM Transformers ETFETF Series Solutions6.5K sh$538.2K0.22%
SA Fidelity Institutional AM Global Equities PortfolioSUNAMERICA SERIES TRUST8.9K sh$741.3K0.22%
SA Franklin BW U.S. Large Cap Value PortfolioSUNAMERICA SERIES TRUST31.3K sh$2.6M0.20%
BlackRock Multi-Asset Income PortfolioBlackRock Funds II246.6K sh$20.5M0.20%
Invesco S&P 500 Equal Weight ETFInvesco Exchange-Traded Fund Trust2.2M sh$186.7M0.19%
iShares MSCI USA Size Factor ETFiShares Trust9.8K sh$810.2K0.19%
THRIVENT GLOBAL STOCK FUNDThrivent Mutual Funds55.8K sh$4.6M0.19%
Innovator Equity Managed Floor ETFInnovator ETFs Trust44.2K sh$3.7M0.17%
Tax-Managed Real Assets FundRUSSELL INVESTMENT CO28.7K sh$2.4M0.16%
JPMorgan U.S. Quality Factor ETFJ.P. Morgan Exchange-Traded Fund Trust157K sh$13M0.16%
Invesco S&P 500 Equal Weight Income Advantage ETFInvesco Actively Managed Exchange-Traded Fund Trust17.7K sh$1.5M0.14%
iShares Core Dividend Growth ETFiShares Trust718.1K sh$59.6M0.14%
Fidelity Mid Cap Index FundFidelity Salem Street Trust872.8K sh$72.5M0.14%
Schwab U.S. Mid-Cap Index FundSCHWAB CAPITAL TRUST46.6K sh$3.9M0.14%
iShares Russell Mid-Cap Index FundBlackRock Funds42.8K sh$3.6M0.14%
Parametric Volatility Risk Premium - Defensive FundEaton Vance Mutual Funds Trust23.1K sh$1.9M0.13%
iShares Morningstar Mid-Cap ETFiShares Trust26.4K sh$2.2M0.13%
Fidelity SAI U.S. Low Volatility Index FundFidelity Salem Street Trust366.2K sh$30.4M0.13%
Columbia Research Enhanced Value ETFColumbia ETF Trust I5.2K sh$428.6K0.13%
iShares MSCI USA Value Factor ETFiShares Trust130.6K sh$10.8M0.12%
JPMorgan Flexible Income ETFJ.P. Morgan Exchange-Traded Fund Trust634 sh$52.6K0.11%
THRIVENT AGGRESSIVE ALLOCATION FUNDThrivent Mutual Funds44.9K sh$3.7M0.10%
Strategic Allocation: Aggressive FundAmerican Century Strategic Asset Allocations Inc8.1K sh$674.5K0.09%
Invesco Multi-Strategy FundAIM Investment Funds (Invesco Investment Funds)2.7K sh$221.3K0.09%
THRIVENT DYNAMIC ALLOCATION FUNDThrivent Mutual Funds4.9K sh$408.3K0.09%
BlackRock Dynamic High Income PortfolioBlackRock Funds II15.5K sh$1.3M0.08%
VANGUARD HIGH DIVIDEND YIELD INDEX FUNDVANGUARD WHITEHALL FUNDS927.2K sh$77M0.08%
Strategic Allocation: Moderate FundAmerican Century Strategic Asset Allocations Inc6.7K sh$558.6K0.07%
Columbia Research Enhanced Core ETFColumbia ETF Trust I49.4K sh$4.1M0.07%
Invesco Dividend AchieversTM ETFInvesco Exchange-Traded Fund Trust6.6K sh$544.5K0.07%
THRIVENT MODERATELY AGGRESSIVE ALLOCATION FUNDThrivent Mutual Funds47.4K sh$3.9M0.07%
THRIVENT MODERATE ALLOCATION FUNDThrivent Mutual Funds35K sh$2.9M0.07%
SA Large Cap Value Index PortfolioSUNAMERICA SERIES TRUST5.4K sh$451.8K0.06%
LARGE-CAP VALUE PROFUNDProFunds40 sh$3.3K0.06%
Fidelity Series All-Sector Equity FundFidelity Devonshire Trust42.8K sh$3.6M0.06%
PineBridge Dynamic Asset Allocation FundADVISORS' INNER CIRCLE III922 sh$76.5K0.06%
Strategic Allocation: Conservative FundAmerican Century Strategic Asset Allocations Inc1.9K sh$159.3K0.06%
JPMorgan Income Builder FundJPMorgan Trust I59K sh$4.9M0.06%
Intech S&P Large Cap Diversified Alpha ETFTidal Trust III956 sh$79.4K0.06%
Schwab Fundamental U.S. Large Company Index FundSCHWAB CAPITAL TRUST88.7K sh$7.4M0.06%
iShares Morningstar Value ETFiShares Trust8.9K sh$737.9K0.06%
Invesco RAFI US 1000 ETFInvesco Exchange-Traded Fund Trust64.5K sh$5.4M0.05%
Fidelity Series Large Cap Value Index FundFidelity Salem Street Trust77.8K sh$6.5M0.05%
Schwab U.S. Large-Cap Value Index FundSCHWAB CAPITAL TRUST7.1K sh$590.2K0.05%
Fidelity Large Cap Value Index FundFidelity Salem Street Trust91K sh$7.6M0.05%
Nuveen Large Cap Value Index FundTIAA-CREF Funds83.6K sh$6.9M0.05%
U.S. Large Cap Equity PortfolioDFA INVESTMENT DIMENSIONS GROUP INC16.4K sh$1.4M0.05%
iShares Core Dividend ETFiShares Trust10.1K sh$837.7K0.05%
Hartford Multifactor US Equity ETFLattice Strategies Trust4.1K sh$338.8K0.05%
1290 Loomis Sayles Multi-Asset Income Fund1290 Funds569 sh$47.2K0.05%
U.S. CORE EQUITY 2 PORTFOLIODFA INVESTMENT DIMENSIONS GROUP INC216.5K sh$18M0.05%
Global X S&P 500 U.S. Revenue Leaders ETFGLOBAL X FUNDS12 sh$996.10.05%
Steward Values Enhanced Large Cap FundSteward Funds Inc1.7K sh$142.9K0.04%
U.S. CORE EQUITY 1 PORTFOLIODFA INVESTMENT DIMENSIONS GROUP INC184.1K sh$15.3M0.04%
Dimensional US Core Equity 1 ETFDimensional ETF Trust14.1K sh$1.2M0.03%
Global X S&P 500 Covered Call & Growth ETFGLOBAL X FUNDS254 sh$21.1K0.03%
Global X S&P 500 Collar 95-110 ETFGLOBAL X FUNDS14 sh$1.2K0.03%
Dimensional U.S. Core Equity 2 ETFDimensional ETF Trust187K sh$15.5M0.03%
Dimensional US Core Equity Market ETFDimensional ETF Trust46.5K sh$3.9M0.03%
Wilmington Large-Cap Strategy FundWilmington Funds2.3K sh$190.9K0.03%
SA Large Cap Index PortfolioSUNAMERICA SERIES TRUST12.2K sh$1M0.03%
Global X S&P 500 Covered Call ETFGLOBAL X FUNDS11.8K sh$983.1K0.03%
Invesco S&P 500 BuyWrite ETFInvesco Exchange-Traded Fund Trust1.3K sh$107.7K0.03%
JLens 500 Jewish Advocacy U.S. ETFEA Series Trust853 sh$70.8K0.03%
Global X S&P 500 Catholic Values ETFGLOBAL X FUNDS4.7K sh$388.7K0.03%
Pacer Trendpilot US Large Cap ETFPacer Funds Trust11.7K sh$967.6K0.03%
Fidelity SAI U.S. Large Cap Index FundFidelity Salem Street Trust67.4K sh$5.6M0.03%
Schwab S&P 500 Index FundSCHWAB CAPITAL TRUST515.7K sh$42.8M0.03%
BNY Mellon S&P 500 Index FundBNY MELLON INDEX FUNDS, INC.9.6K sh$798.7K0.03%
JPMORGAN BETABUILDERS U.S. EQUITY ETFJ.P. Morgan Exchange-Traded Fund Trust31.7K sh$2.6M0.03%
U.S. LARGE COMPANY PORTFOLIODIMENSIONAL INVESTMENT GROUP INC51K sh$4.2M0.03%
LargeCap S&P 500 Index FundPrincipal Funds, Inc47.5K sh$3.9M0.03%
NYLIM S&P 500 Index FundNYLIM FUNDS TRUST7.6K sh$628.4K0.03%
TCW Transform 500 ETFTCW ETF Trust3.9K sh$322.3K0.03%
Global X S&P 500 Tail Risk ETFGLOBAL X FUNDS17 sh$1.4K0.03%
Fidelity ZERO Large Cap Index FundFidelity Concord Street Trust65.9K sh$5.5M0.03%
Knights of Columbus U.S. ALL CAP INDEX FUNDADVISORS' INNER CIRCLE III1.3K sh$106K0.03%
Global X S&P 500 Christian Values ETFGLOBAL X FUNDS28 sh$2.3K0.03%
iShares Morningstar U.S. Equity ETFiShares Trust4.5K sh$370.1K0.03%
Victory 500 Index FundVictory Portfolios III53.3K sh$4.4M0.03%
BNY Mellon US Large Cap Core Equity ETFBNY Mellon ETF Trust18.8K sh$1.6M0.03%
Nuveen S&P 500 Index FundTIAA-CREF Funds46.8K sh$3.9M0.03%
Federated Hermes Max-Cap Index FundFederated Hermes Index Trust963 sh$79.9K0.03%
BNY Mellon Institutional S&P 500 Stock Index FundBNY Mellon Investment Funds IV, Inc.4.6K sh$377.8K0.03%
Dimensional U.S. Equity Market ETFDimensional ETF Trust70K sh$5.8M0.03%
Global X S&P 500 Risk Managed Income ETFGLOBAL X FUNDS166 sh$13.8K0.03%
Schwab 1000 Index FundSCHWAB INVESTMENTS73.3K sh$6.1M0.03%
Direxion Daily S&P 500 Bull 2X SharesDirexion Shares ETF Trust870 sh$72.2K0.03%
iShares Dow Jones U.S. ETFiShares Trust9.7K sh$803K0.03%
Pacer Metaurus US Large Cap Dividend Multiplier 400 ETFPacer Funds Trust5.5K sh$459.9K0.03%
Fidelity ZERO Total Market Index FundFidelity Concord Street Trust125.6K sh$10.4M0.03%
Nuveen Equity Index FundTIAA-CREF Funds190.7K sh$15.8M0.03%
E*TRADE No Fee Total Market Index FundE Trade Trust347 sh$28.8K0.03%
iShares Total U.S. Stock Market Index FundBlackRock Funds15K sh$1.2M0.03%
Schwab Total Stock Market Index FundSCHWAB CAPITAL TRUST139.2K sh$11.6M0.03%
Invesco S&P 500 Downside Hedged ETFInvesco Actively Managed Exchange-Traded Fund Trust199 sh$16.5K0.03%
E*TRADE No Fee Large Cap Index FundE Trade Trust410 sh$34K0.03%
FlexShares Morningstar US Market Factor Tilt Index FundFlexShares Trust6.6K sh$550.9K0.03%
Direxion HCM Tactical Enhanced US ETFDirexion Shares ETF Trust1.6K sh$133K0.02%
Hartford Schroders Diversified Opportunities FundHARTFORD MUTUAL FUNDS II, INC472 sh$39.2K0.02%
AMT Diversified Equity FundADVISER MANAGED TRUST1.1K sh$90.8K0.02%
ULTRABULL PROFUNDProFunds496 sh$41.2K0.02%
iShares MSCI Kokusai ETFiShares Trust677 sh$56.2K0.02%
Direxion Daily S&P 500 Bull 3X SharesDirexion Shares ETF Trust18K sh$1.5M0.02%
MFS Global Alternative Strategy FundMFS Series Trust XV518 sh$43K0.02%
iShares MSCI ACWI ETFiShares Trust75.9K sh$6.3M0.02%
VANGUARD TOTAL WORLD STOCK INDEX FUNDVANGUARD INTERNATIONAL EQUITY INDEX FUNDS218.6K sh$18.1M0.02%
Multi-Strategy Income FundRUSSELL INVESTMENT CO658 sh$54.6K0.02%
MidCap Value Fund IPrincipal Funds, Inc5.2K sh$429.2K0.02%
Dimensional US Large Cap Core Equity Market ETFDimensional ETF Trust3.2K sh$266.5K0.02%
BULL PROFUNDProFunds109 sh$9K0.02%
Morningstar Alternatives FundMorningstar Funds Trust485 sh$40.3K0.02%
Innovator Equity Premium Income - Daily PutWrite ETFInnovator ETFs Trust30 sh$2.5K0.01%
SA Franklin Tactical Opportunities PortfolioSUNAMERICA SERIES TRUST170 sh$14.1K0.01%
THRIVENT MODERATELY CONSERVATIVE ALLOCATION FUNDThrivent Mutual Funds1.8K sh$145.8K0.01%
Multi-Asset Strategy FundRUSSELL INVESTMENT CO476 sh$39.5K0.01%
iShares Dynamic Short-Term Active ETFBlackRock ETF Trust152 sh$12.6K0.01%
SA Schroders VCP Global Allocation PortfolioSUNAMERICA SERIES TRUST79 sh$6.6K0.00%
NPF Core Equity ETFElevation Series Trust19 sh$1.6K0.00%
PACE Alternative Strategies InvestmentsPACE SELECT ADVISORS TRUST-7.8K sh-$649.1K-0.25%
Calamos Market Neutral Income FundCALAMOS INVESTMENT TRUST/IL-913.1K sh-$75.8M-0.41%

Source: quarterly NPORT-P filings, via EDGAR. Positions arrive by CUSIP; each one here has been confirmed against OpenFIGI rather than matched by name. NPORT covers mutual funds, ETFs and closed-end funds alike and does not distinguish them, and positions are as of quarter end — a fund may have sold out entirely since. The summed value counts each filing once, so two share classes of the same fund appear twice.

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