undamentalytics Newsletter

Evergy: which funds bought and sold

Institutions that bought and sold Evergy shares in Q2 2026, from the holdings they reported to the SEC on Form 13F for March 31, 2026 and June 30, 2026.

Between March 31, 2026 and June 30, 2026, 480 institutions that filed 13F reports for both quarters added to or opened positions in Evergy, and 324 cut or closed them. Together they added a net 3.7M shares, +1.7% on what they held at the start of the quarter. Active managers and hedge funds on our list were net sellers of 980K shares (−2.2%); index fund managers were net buyers of 2.0M shares (+2.5%). 82 opened a new position and 60 sold out entirely.

Bought, Q2 2026 480 institutions, 82 of them new holders Sold, Q2 2026 324 institutions, 60 of them sold out
Net change, all compared +3.7M shares (+1.7%)
Net change, active managers −980K shares (−2.2%), 39 bought, 37 sold

Buyers versus sellers

institutions compared, 982
Active managers and hedge funds 39 bought · 37 sold · −980K
Index fund managers 8 bought · 4 sold · +2.0M
Other institutions 433 bought · 283 sold · +2.7M

Biggest buyers

by change in shares held
Biggest buyers
Institution Change in shares Shares June 30, 2026 Value
Blackrock, Inc. Index funds +2.5M +9.9% 28.0M $2.4B
Cohen & Steers, Inc. +831K +38.3% 3.0M $259M
Jane Street Group, LLC +818K +3224.8% 843K $72.9M
BNP Paribas Financial Markets +656K +123.9% 1.2M $102M
Point72 Asset Management, L.P. Hedge fund +465K New position 465K $40.2M
Balyasny Asset Management L.P. Hedge fund +452K +225.4% 653K $56.4M
State Street Corp Index funds +411K +2.5% 16.9M $1.5B
Cbre Investment Management Listed Real Assets LLC +388K +27.9% 1.8M $154M
Marshall Wace, LLP Hedge fund +315K New position 315K $27.2M
Citadel Advisors LLC Hedge fund +304K +16.8% 2.1M $183M
Millennium Management LLC Hedge fund +282K +61.7% 740K $63.9M
Goldman Sachs Group Inc +281K +11.4% 2.8M $238M
Franklin Resources Inc Active manager +256K +4.1% 6.5M $560M
Bank Of Montreal +247K +50.2% 739K $63.8M
Deutsche Bank Ag\ +240K +19.4% 1.5M $128M
Citigroup Inc +214K +80.8% 480K $41.5M
PNC Financial Services Group, Inc. +214K +317.5% 281K $24.3M
Lighthouse Investment Partners, LLC Hedge fund +206K +4036.9% 211K $18.3M
Mitsubishi Ufj Trust & Banking Corp +203K +11.1% 2.0M $176M
Hudson Bay Capital Management LP Hedge fund +194K +93.5% 400K $34.6M

Biggest sellers

by change in shares held
Biggest sellers
Institution Change in shares Shares June 30, 2026 Value
FMR LLC Active manager −1.4M −14.1% 8.6M $740M
Vanguard Portfolio Management LLC Index funds −945K −7.7% 11.3M $979M
Morgan Stanley −802K −16.8% 4.0M $343M
Freestone Grove Partners LP Hedge fund −741K Sold out 0 —
Tortoise Capital Advisors, L.L.C. −653K −51.5% 614K $53.1M
Jpmorgan Chase & Co −540K −17.9% 2.5M $216M
Renaissance Technologies LLC Hedge fund −452K −89.1% 56K $4.8M
Adage Capital Partners Gp, L.L.C. Hedge fund −377K −52.0% 347K $30M
Two Sigma Investments, LP Hedge fund −304K −80.5% 74K $6.4M
Brandes Investment Partners, LP Active manager −296K −25.0% 890K $76.9M
New York State Common Retirement Fund −261K −65.3% 139K $12M
Brookfield Corp −237K Sold out 0 —
American Century Companies Inc Active manager −218K −7.7% 2.6M $224M
Nomura Holdings Inc −208K −93.6% 14K $1.2M
Northern Trust Corp Index funds −201K −7.5% 2.5M $213M
Exoduspoint Capital Management, LP Hedge fund −147K −15.4% 812K $70.2M
HRT Financial LP −137K −55.7% 109K $9.5M
Mirae Asset Global Etfs Holdings Ltd. −126K −45.5% 151K $13M
SG Americas Securities, LLC −125K −72.8% 47K $4M
Price T Rowe Associates Inc Active manager −108K −24.6% 332K $28.7M

New positions

largest by value
InstitutionSharesValue June 30, 2026
Point72 Asset Management, L.P.Hedge fund 465K $40.2M
Marshall Wace, LLPHedge fund 315K $27.2M
D. E. Shaw & Co., Inc.Hedge fund 88K $7.6M
Arrowstreet Capital, Limited PartnershipHedge fund 86K $7.4M
Kennedy Capital Management LLCActive manager 83K $7.2M
Entropy Technologies, LP 78K $6.7M
Qsemble Capital Management, LP 54K $4.7M
Dockside LLC 44K $3.8M
Jupiter Asset Management LtdActive manager 44K $3.8M
Engineers Gate Manager LPHedge fund 23K $2M

Sold out

largest by value

Who holds the shares

13F holdings at June 30, 2026
Institutions reporting
935
Ten largest holders
49.4%
of 13F-reported shares
Index fund managers
38.6%
of 13F-reported shares
Active managers and hedge funds
19.8%
of 13F-reported shares
Buying and selling by type of institution, March 31, 2026 to June 30, 2026
TypeBoughtSoldNewSold outNet change in sharesNet %
Active managers and hedge funds 39 37 12 7 −980K −2.2%
Index fund managers 8 4 0 0 +2.0M +2.5%
Other institutions 433 283 70 53 +2.7M +3.0%

Active managers and hedge funds: a list we maintain of about 400 well-known stock-picking firms and hedge funds, matched by SEC registration number (CIK) and checked against the filer names each quarter. Index fund managers: the large index houses, such as BlackRock, Vanguard, State Street, Geode and Northern Trust. Every other filer (banks, brokers, wealth managers, pension funds, insurers and firms not on the list) counts as another institution. A firm that files under several SEC registrations appears once for each.

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