← Back to EVRGPortrait, one to two pages. Turn on “background graphics” in the print dialog to keep the table rules.

SPZCOEvergy, Inc. · EVRGData at close 2026-07-30

Utilities · Electric & Other Services Combined · Nasdaq · CIK 1711269 · FYE Dec 31 · Prices AT CLOSE 2026-07-30 (USD) — end-of-day, never a live or intraday quote

Last $83.25Day −0.89%Mkt cap $19.4BP/E (FY) 23.0×1Y +22.9%Off 52W high −6.1%Vol (1Y) 16.3%

Price2023-07-31 → 2026-07-30

EVRG close: $60.0 on 2023-07-31 to $83.3 on 2026-07-30.

Daily closing price, split-adjusted to the current basis; 3y shown of 2,046 bars on file. Sampled to 240 points — every point is a real close, none averaged. Price return, not total return (dividends excluded). Source marketstack.

At a glance

Fair value (model)$55.37

Implied upside−34.1%

Valuation confidenceHIGH

Price impliesAGGRESSIVE · 14.0% growth

Short interest7.9% of sh out

Days to cover8.4d

13F net flow (QoQ)+1.69%

Top-10 13F concentration50.0%

Next report (est.)2026-08-06

Fair value, confidence and the reverse-DCF grade are the MATERIALIZED daily snapshot (the same columns the screener serves), not a live model run. Short interest is FINRA semi-monthly, settlement 2026-07-15. 13F figures are quarterly filings, period 2026-Q1 — a lower bound on true ownership.

Key fundamentalsFY 2025

P/E (FY)23.0×

Sales (TTM)$6.03B

Trailing returns

YTD+16.8%

1Y+22.9%

3Y+57.3%

5Y+55.7%

Since incept. (ann.)+9.4%

Total return through 2026-07-30 · series begins 2018-06-04. Only the windows this history actually covers are shown.

Risk

Ann. volatility (1Y)16.3%

Ann. volatility (3Y)17.5%

Sharpe (1Y)1.41

Sharpe (3Y)0.96

Max drawdown (1Y)−7.3%

Max drawdown (3Y)−19.0%

Beta (3Y vs SPY)0.43

Daily simple returns, annualized; drawdown is peak-to-trough within the window. Beta is the OLS slope of monthly returns on SPY's over three years. Each figure is labeled by the window it was measured over — they are not comparable across windows.

Top institutional holders13F 2026-Q1

Manager	Shares	Value	% sh out	QoQ
BlackRock, Inc.	25.5M	$2.1B	11.07%	+11.4%
STATE STREET CORP	16.5M	$1.3B	7.15%	−0.9%
VANGUARD CAPITAL MANAGEMENT LLC	14.5M	$1.2B	6.32%	new
VANGUARD PORTFOLIO MANAGEMENT LLC	12.3M	$1.0B	5.33%	new
FMR LLC	10.0M	$816M	4.32%	+5.4%
Invesco Ltd.	7.4M	$608M	3.22%	−1.2%
GEODE CAPITAL MANAGEMENT, LLC	6.5M	$533M	2.84%	+1.3%
FRANKLIN RESOURCES INC	6.2M	$510M	2.70%	+2.1%

Reported 13F long positions as filed for 2026-Q1 (change vs 2025-Q4). 13F covers US-listed long equity only — the sum is a LOWER BOUND on institutional ownership, never a total.

Latest reported quarterslast report 2026-05-07

Period end	Reported	EPS	EPS YoY	Revenue	Rev YoY
2026-03-31	2026-05-07	$0.64	+18.5%	$1.44B	+5.0%
2025-12-31	2026-02-19	—	—	$1.34B	+6.6%
2025-09-30	2025-11-06	$2.03	+0.5%	$1.81B	−0.1%
2025-06-30	2025-08-07	$0.74	−17.8%	$1.44B	−0.7%

EPS and revenue as reported in this filer's own XBRL — our extraction of the filings, not a vendor consensus feed, and never a beat/miss claim (we carry no estimates). YoY compares the same fiscal quarter a year earlier. Next report 2026-08-06 is ESTIMATED from filing cadence (median gap 91d) — not company-confirmed.

Basis & disclosures

End-of-day only. Every price on this sheet is a stored CLOSE — the last one is 2026-07-30. Nothing here is live, intraday or delayed-real-time, and the sheet does not update after it is printed.
Nothing is imputed. A figure that is not in the underlying filing or feed renders as “—”. We never fill a gap with an estimate, a peer median or a carried-forward value.
Mixed as-of dates by design. Prices are at the last close; fundamentals are at the latest reported fiscal period; 13F ownership is at the latest filed quarter (45+ days in arrears); short interest is the latest FINRA settlement. Each block states its own basis above.
Not investment advice. Model fair values, reverse-DCF grades and confidence labels are the output of published, disclosed methods on public filings — they are analysis, not a recommendation, a price target or a solicitation.
Fundamentals and ownership derive from SEC EDGAR (and equivalent foreign registers); prices from a licensed end-of-day vendor, shown under a neutral source label. Full methodology at spzco.com/methodology.