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Sunday, August 23, 2026The Morning Brief →Sign in

Who holds EVRGEVERGY

32 funds on our shelf carry EVERGY — heaviest hand: PUI at 3.87% of its book.

FundWeightFund assetsShares held
PUI3.87%24,960
RSPU3.28%208,988
XLUUtilities Select Sector SPDR FundINDEX1.41%$22.8B3,766,055
XLUUtilities Select Sector SPDR FundINDEX1.38%$22.8B3,806,624
SPHD1.35%557,125
SPYD1.34%1,145,136
VPUVanguard Utilities Index FundINDEX1.25%$6.2B1,585,668
SPLV1.20%1,017,126
IDUiShares U.S. Utilities ETFINDEX1.19%$1.4B192,492
UPW1.03%2,115
SDY0.98%2,416,973
QQQJ0.95%133,788
JXIiShares Global Utilities ETFINDEX0.86%$307M31,746
POWRiShares U.S. Power Infrastructure ETF0.75%41,589
SPVM0.74%12,082
LGLV0.62%82,275
IFRAiShares U.S. Infrastructure ETFINDEX0.53%$4.7B275,474
VBRVanguard Small Cap Value Index FundINDEX0.39%$30.1B3,186,871
HDViShares Core High Dividend ETFINDEX0.28%$15.1B519,783
IMCViShares Morningstar Mid-Cap Value ETFINDEX0.26%$1.2B37,305
ONEV0.25%9,297
VBVanguard Small Cap Index FundINDEX0.22%$58.9B5,016,212
EQAL0.20%19,708
IWSiShares Russell Mid-Cap Value ETFINDEX0.18%$16B345,688
DGROiShares Core Dividend Growth ETFINDEX0.14%$43.6B722,678
VFMV0.12%6,646
VLUEiShares MSCI USA Value Factor ETFINDEX0.11%$9.9B134,640
SPMO0.09%233,811
VYMVanguard High Dividend Yield Index FundINDEX0.08%$58.1B927,356
SPDG0.08%115
PFM0.07%6,560
DIVBiShares U.S. Dividend and Buyback ETFINDEX0.05%$1.9B10,852

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