Which New Zealand managed funds hold Evergy Inc?

17 New Zealand managed funds hold Evergy Inc as a direct holding, across 6 fund managers. Weights range from 0.000% to 2.06% of each fund's net assets. Source: FMA Disclose full portfolio holdings. Funds holding Evergy Inc indirectly through an underlying fund or ETF are not counted, so this is a floor rather than a total.

Which NZ fund has the largest holding in Evergy Inc?

ANZ Investments OneAnswer International Listed Infrastructure Fund has the largest direct holding at 2.06% of its net assets, as filed with the FMA.

Direct holding

Which NZ managed funds hold Evergy Inc?

17 funds hold Evergy Inc directly, across 6 managers. Weights are the percentage of each fund's net assets, as filed with the FMA.

FMA Disclose — full portfolio holdings

Direct holdings only. Funds that hold Evergy Inc indirectly — through an underlying fund, trust or ETF — are not listed here. Disclose filings do not distinguish a wrapper from a security, so this page cannot see through one. It is a floor, not a total.

Fund	Manager	% of fund
ANZ Investments OneAnswer International Listed Infrastructure Fund	ANZ Investments	2.06%
ANZ Investments OneAnswer High Growth Fund	ANZ Investments	0.080%
ANZ Investments OneAnswer Growth Fund	ANZ Investments	0.070%
ANZ Investments OneAnswer Balanced Growth Fund	ANZ Investments	0.050%
ANZ Investments OneAnswer Balanced Fund	ANZ Investments	0.040%
Kernel S&P 500 (Unhedged) Fund	Kernel	0.030%
Kernel S&P 500 (NZD Hedged) Fund	Kernel	0.030%
ANZ Investments OneAnswer Conservative Balanced Fund	ANZ Investments	0.030%
Mercer All Country Global Shares Index Fund	Mercer	0.020%
ANZ Investments OneAnswer Conservative Fund	ANZ Investments	0.020%
Harbour Balanced Growth Fund	Harbour	0.010%
Mercer Global Shares Fund	Mercer	0.010%
Booster Shielded Growth Fund	Booster	0.010%
Generate Focused Growth Managed Fund	GGenerate	0.000%
Mercer Responsible Balanced Fund	Mercer	0.000%
Kernel Balanced Fund	Kernel	0.000%
Kernel High Growth Fund	Kernel	0.000%

Funds holding Evergy Inc usually also hold

Companies that appear alongside Evergy Inc in the same funds' filings.

How this security was matched

Disclose filings carry no security code, so managers spell the same holding differently. These 5 spellings were treated as Evergy Inc — shown so you can check the grouping rather than take it on trust.

EVERGY INC
EVERGY INC COM NPV
Evergy Inc
Evergy Inc Com Npv
Evergy Ord Shs

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