EVRG: Evergy Inc insider trading, 5% holders and institutional ownership
From public SEC filings: open-market insider purchases and sales (Form 4, last 180 days), holders of 5% or more (Schedules 13D and 13G) and institutional ownership (Form 13F). Insider and 5% data delayed 48 hours.
Insider trading
0 open-market buys totaling - and 1 sales totaling $100K in the last 180 days.
Insider sales
| Trade date | Insider | Role | Value | 10b5-1 plan |
|---|---|---|---|---|
| 2026-06-15 | Caisley Charles A. | Officer | $100K |
Activist and 5% holders
| Filed | What | Holder | Stake | Change | Filing |
|---|---|---|---|---|---|
| 2026-07-31 | Fell below 5% | Vanguard Portfolio Management | 4.94% | SEC |
Institutional ownership (Q2 2026)
949 institutions reported holding $18.09B of Evergy Inc on Form 13F (924 the quarter before). 85 opened a new position and 61 sold out. Shares held by institutions: +2%.
| Largest holders | Shares | Value |
|---|---|---|
| BlackRock, Inc. | 27,996,513 | $2.42B |
| STATE STREET CORP | 16,868,189 | $1.46B |
| VANGUARD CAPITAL MANAGEMENT LLC | 14,657,069 | $1.27B |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 11,329,099 | $979.17M |
| FMR LLC | 8,557,681 | $739.64M |
| Invesco Ltd. | 7,371,645 | $637.13M |
| GEODE CAPITAL MANAGEMENT, LLC | 6,651,115 | $572.77M |
| FRANKLIN RESOURCES INC | 6,477,686 | $559.87M |
| MORGAN STANLEY | 3,970,642 | $343.18M |
| FEDERATED HERMES, INC. | 3,713,776 | $320.98M |
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