Vanguard Portfolio Management (EVRG) discloses 11.36M-share Evergy stake at 4.94%
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%.
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Key Figures
Beneficial ownership: 11,355,179 shares
Percent of class: 4.94%
Sole voting power: 26,080 shares
+2 more
5 metrics
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
Key Terms
beneficially owned, sole voting power, sole dispositive power, dispositive power, +1 more
5 terms
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.
FAQ
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.