§ UTILITIES
USD · Utilities

EVRG

EVERGY INC
USDSector · UtilitiesMarket cap · $19.1BBeta · 0.59
LAST · MARKET CLOSE · OCT 05
79.17
+0.38 ▲ 0.48%PREV CLOSE · $78.79
§ 01 · PRICE
Price action
1D5D1M6MYTD1YMAX
OPEN 79.37HIGH 79.79LOW 79.0352W 61.94 — 85.23
EVENTSSEP 15 · RJD BUYJUN 30 · EARNINGS +4.0%

§ 03 · SIGNAL STACK · WHAT THE INPUTS SAY

13F FLOW
506 increased/new, 272 decreased/exited (13F)
AC 13F Analysis
INSIDER
+$16K
1 txn · 90d

§ 04 · FUNDAMENTALS · THE BOOKS

P/E22.3P/B1.63
EPS (TTM)3.66Dividend3.44%
§ 05 · WHO OWNS IT
Top institutional holders
All holders →
FundShares% portΔ Q/Q
BlackRock, Inc.25.5M0.0%+11%
State Street16.5M0.0%−1%
VANGUARD CAPITAL MANAGEMENT LLC14.5Mn/an/a
VANGUARD PORTFOLIO MANAGEMENT LLC12.3Mn/an/a
Fidelity Management10.0M0.0%+5%
Geode Capital Management6.5M0.0%+1%
◇ AC INTELLIGENCE

Top institutional owners for EVRG as of the most recent 13F reporting period (Q1 2026 · Period ended Mar 31). Δ Q/Q reflects share-count change vs. the prior filing — positive green means adding, negative red means trimming. Cross-reference with the ownership-mix bars below to see which strategy cohort is driving the flow.

§ 06 · WHO OWNS IT · BY STRATEGY

OTHER40.1% · 732 holders
DEALER / BANK20.3% · 76 holders
PASSIVE / INDEX19.8% · 14 holders
QUALITY / COMPOUNDER15.4% · 34 holders
INCOME / DEFENSIVE1.7% · 39 holders
TACTICAL / MACRO1.5% · 6 holders
SYSTEMATIC / QUANT0.7% · 12 holders
DEEP VALUE0.0% · 2 holders
GROWTH / MOMENTUM0.0% · 1 holder
◇ AC INTELLIGENCE

Ownership mix by behavioral cohort. Top bars indicate which style of capital dominates the float — passive indexing, quality compounders, dealer/bank, systematic quant, etc. Big quality-compounder share means concentrated active conviction; heavy passive share means flows are dictated by index rebalances, not fundamentals.

§ 07 · INSIDER ACTIVITY · LAST 180 DAYS

DateInsiderActionShares$ value
SEP 15Rolph Jonathan DBUY200+$16K
JUN 16Caisley Charles A.SELL11K−$900K
JUN 04Lawrence Sandra AJSELL200−$17K
JUN 01Lawrence Sandra AJSELL400−$33K
◇ AC INTELLIGENCE

1 insider buy, 3 sells in the last 180 days. Scheduled 10b5-1 sales are pre-programmed and neutral; discretionary clusters are the tape worth reading. Cross-reference with the signal stack above for context.

§ 08 · COVERAGE · OUR RECENT NOTES

No notes mention EVRG yet.