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Vanguard Portfolio Management (EVRG) discloses 11.36M-share Evergy stake at 4.94%

(Moderate)
(Neutral)
Form Type
SCHEDULE 13G/A

Rhea-AI Filing Summary

Vanguard Portfolio Management LLC filed an amended beneficial ownership report for Evergy Inc. common stock. Vanguard and certain affiliates reported beneficial ownership of 11,355,179 shares, representing 4.94% of the class as of June 30, 2026.

They reported sole voting power over 26,080 shares and sole dispositive power over 11,355,179 shares, with no shared voting or dispositive power. The position includes securities held by Vanguard funds and managed accounts over which Vanguard entities exercise voting and/or dispositive power, and no other single person’s interest exceeds 5%.

Positive

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Beneficial ownership 11,355,179 shares Evergy Inc. common stock beneficially owned by Vanguard entities as of 06/30/2026
Percent of class 4.94% Portion of Evergy Inc. common stock class beneficially owned
Sole voting power 26,080 shares Evergy Inc. shares over which Vanguard has sole voting power
Sole dispositive power 11,355,179 shares Evergy Inc. shares over which Vanguard has sole dispositive power
Ownership threshold note 5 percent or less Filing indicates ownership of 5 percent or less of the class
beneficially owned financial
"this reflects the securities beneficially owned, or deemed to be beneficially owned, by Vanguard"
Beneficially owned describes securities or assets where a person has the economic rights and control—such as the right to receive dividends and to direct voting—even if legal title is held in another name. Think of it like having the keys and using a car that’s registered to someone else: you get the benefits and make decisions. Investors care because beneficial ownership reveals who truly controls value and voting power, affecting corporate decisions and takeover dynamics.
sole voting power financial
"Sole Voting Power 26,080.00"
Sole voting power is the exclusive right to cast votes attached to a shareholder’s stock without needing approval from anyone else. Like holding the only remote control for a TV, it lets that holder decide corporate matters such as board members, mergers, and policy changes, making it important to investors because it concentrates control and can strongly influence a company’s strategy and the value of its shares.
sole dispositive power financial
"Sole Dispositive Power 11,355,179.00"
Sole dispositive power is the exclusive legal authority to decide what happens to a security — for example, whether to sell, transfer, or retain shares — without needing anyone else’s permission. Investors care because it signals who truly controls the economic outcome of an investment: like holding the only key to a safe, the holder can realize gains or losses and may trigger regulatory reporting, insider rules, or influence over corporate ownership.
dispositive power financial
"exercises dispositive power, in addition to securities held by clients"
Dispositive power is the authority to decide the final outcome of an asset, legal claim, contract, or corporate action — in effect the power to dispose of or resolve something. For investors it matters because whoever holds that authority can determine who gets paid, who controls an asset or vote, and how risks and returns are allocated; think of it like holding the key that lets you lock in the winner or loser in a deal.
percent of class financial
"Percent of class: 4.94 %"
Percent of class is the portion of a specific category of securities—such as a company’s common shares, preferred shares, or a bond series—that takes part in or approves a corporate action (vote, consent, tender, etc.). Investors watch this number because it reveals how much support or opposition exists within that particular shareholder group; like counting how many members of a club back a proposal, it can determine whether a plan passes or how influence is distributed.

AI-generated analysis. How Rhea-AI works. Not financial advice.

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FAQ

What percentage of Evergy Inc (EVRG) shares does Vanguard Portfolio Management report owning?

Vanguard Portfolio Management reports beneficial ownership of 4.94% of Evergy Inc. common stock. This corresponds to 11,355,179 shares held across Vanguard funds and managed accounts over which Vanguard entities have dispositive and, in some cases, voting power.

How many Evergy Inc (EVRG) shares does Vanguard Portfolio Management beneficially own?

Vanguard Portfolio Management reports beneficial ownership of 11,355,179 Evergy Inc. common shares. These holdings are aggregated across Vanguard Portfolio Management LLC and specified affiliates and business divisions with dispositive authority over the securities.

What voting power does Vanguard Portfolio Management have over Evergy Inc (EVRG) shares?

Vanguard Portfolio Management has sole voting power over 26,080 Evergy shares and no shared voting power. The bulk of the reported position is held with dispositive power but without corresponding reported voting authority at the aggregate level.

What dispositive power does Vanguard Portfolio Management report for its Evergy Inc (EVRG) holdings?

Vanguard Portfolio Management reports sole dispositive power over 11,355,179 Evergy shares and no shared dispositive power. Dispositive power means the authority to decide whether and how the securities may be sold or otherwise transferred.

Why does Vanguard Portfolio Management’s Evergy Inc (EVRG) filing mention 5 percent or less ownership?

The filing states ownership of 4.94% of Evergy’s common stock, which is 5 percent or less of the class. It also notes that no other individual person’s interest in the reported securities exceeds 5% of the class.

Which Vanguard entities are included in the Evergy Inc (EVRG) beneficial ownership report?

The report covers securities beneficially owned by Vanguard Portfolio Management LLC and affiliates including Vanguard Fiduciary Trust Company and Vanguard Global Advisers, LLC, as well as Vanguard funds and other managed accounts they oversee.





30034W106

(CUSIP Number)
06/30/2026

(Date of Event Which Requires Filing of this Statement)


Check the appropriate box to designate the rule pursuant to which this Schedule is filed:
Rule 13d-1(b)
Rule 13d-1(c)
Rule 13d-1(d)




schemaVersion:


SCHEDULE 13G




Comment for Type of Reporting Person: In accordance with SEC Release No. 34-39538 (January 12, 1998), this Schedule 13G reflects the securities beneficially owned, or deemed to be beneficially owned, by Vanguard Portfolio Management LLC and the following affiliates of Vanguard Portfolio Management LLC or business divisions of such affiliates: Vanguard Fiduciary Trust Company and Vanguard Global Advisers, LLC. This Schedule 13G includes securities held by Vanguard funds, or sleeves thereof, over which Vanguard Portfolio Management LLC exercises dispositive power, in addition to securities held by clients over which the affiliates or business divisions of such affiliates indicated above exercise dispositive and/or voting power. This Schedule 13G does not include securities, if any, beneficially owned by other subsidiaries or affiliates of Vanguard Portfolio Management LLC, or business divisions of such subsidiaries whose ownership of securities is disaggregated from that of the reporting business unit in accordance with such release.


SCHEDULE 13G



Vanguard Portfolio Management
Signature:My Trieu-Gatt
Name/Title:Authorized Signatory, Head of Global Fund Administration
Date:07/31/2026