Vanguard (EVRG) holds 12.3M Evergy shares, 5.35% stake reported
Filing Impact
Filing Sentiment
Form Type
SCHEDULE 13G
Rhea-AI Filing Summary
Evergy Inc ownership filing: Vanguard Portfolio Management reports beneficial ownership of 12,301,824 shares of Evergy common stock, representing 5.35% of the class as of 03/31/2026. The filing shows sole voting power over 27,914 shares and sole dispositive power over 12,301,824 shares.
The filing notes these shares are held on behalf of Vanguard funds and managed accounts and lists the reporting person as Vanguard Portfolio Management with address in Malvern, Pennsylvania.
Positive
- None.
Negative
- None.
Key Figures
Shares beneficially owned: 12,301,824 shares
Percent of class: 5.35%
Sole voting power: 27,914 shares
+2 more
5 metrics
Shares beneficially owned
12,301,824 shares
Amount beneficially owned listed in Item 4(a)
Percent of class
5.35%
Percent of class reported in Item 4(b)
Sole voting power
27,914 shares
Sole power to vote listed in Item 4(c)(i)
Sole dispositive power
12,301,824 shares
Sole power to dispose listed in Item 4(c)(iii)
Reporting period
03/31/2026
Date associated with CUSIP and reporting period
Key Terms
Schedule 13G, beneficial ownership, dispositive power, sole voting power, +1 more
5 terms
Schedule 13G regulatory
"Name of form: SCHEDULE 13G; beneficial ownership report"
A Schedule 13G is a formal document that investors file with the government when they acquire a large ownership stake in a company, usually for investment purposes rather than control. It helps keep the public informed about who owns significant parts of a company's shares, which can influence how the company is managed and how investors make decisions. Filing this schedule is important for transparency and understanding the ownership landscape of publicly traded companies.
beneficial ownership financial
"Amount beneficially owned: 12301824; Percent of class: 5.35 %"
Beneficial ownership means the person or entity that actually enjoys the benefits of owning shares or other assets — such as receiving dividends, voting rights, or price gains — even if the legal title is held in another name. For investors it matters because knowing who truly controls and profits from a company reveals who can influence decisions, exposes potential conflicts of interest or hidden concentration of power, and affects transparency and risk in the stock.
dispositive power regulatory
"Sole power to dispose or to direct the disposition of: 12301824"
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.
sole voting power regulatory
"Sole power to vote or to direct the vote: 27914"
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.
Investment Company Act regulatory
"investment company registered under the Investment Company Act of 1940"
The Investment Company Act is a law that sets rules for businesses whose main activity is managing and selling pooled money, such as mutual funds and other investment funds. It matters to investors because it requires clear reporting, limits managers from putting their own interests ahead of clients, and mandates safekeeping and oversight of assets—similar to safety inspections and traffic rules that help keep shared vehicles reliable and trustworthy.
FAQ
What does Vanguard's Schedule 13G mean for EVRG (Evergy)?
It means Vanguard reports passive ownership of 12,301,824 Evergy shares (5.35%). The filing indicates Vanguard acts in a passive investment capacity and holds these shares through funds and managed accounts, with dispositive authority exercised by Vanguard Portfolio Management.