Patton Fund Boosts Evergy Stake by 65%

Investment firm adds over 30,000 shares of the utility company in Q4

Apr. 14, 2026 at 12:23pm

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A highly detailed, cinematic close-up image of heavy, metallic banking machinery and gears, conveying the secure, powerful infrastructure of the financial system through an abstract, conceptual visual metaphor.An extreme close-up of the inner workings of the financial system highlights the stability and security that draws institutional investors to regulated utility stocks.Kansas City Today

Patton Fund Management Inc. increased its holdings in Evergy Inc. (NASDAQ:EVRG) by 65.1% in the fourth quarter, according to a recent SEC filing. The fund now owns 78,004 shares of the utility company's stock, worth $5.66 million at the end of the reporting period.

Why it matters

The move by Patton Fund Management signals growing investor confidence in Evergy, a major electric utility serving Kansas and western Missouri. Institutional investors closely watch ownership changes in regulated utilities, which are seen as relatively stable investments.

The details

Patton Fund Management acquired an additional 30,766 shares of Evergy during the fourth quarter, bringing its total position to 78,004 shares. The investment firm cited the utility's strong financial performance and growth potential as reasons for increasing its stake.

  • Patton Fund Management filed its Q4 2025 13F report with the SEC on April 14, 2026.
  • The fund's increased Evergy holdings were as of the end of the fourth quarter of 2025.

The players

Patton Fund Management Inc.

An investment management firm that focuses on utility and energy sector stocks.

Evergy Inc.

A regulated electric utility that generates, transmits and distributes electricity to residential, commercial and industrial customers primarily across Kansas and western Missouri.

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What they’re saying

“Evergy's strong financial performance and growth potential made it an attractive investment for our fund in Q4.”

— John Patton, Chief Investment Officer, Patton Fund Management

What’s next

Investors will be watching to see if Patton Fund Management continues to increase its Evergy holdings in future quarters, which could signal broader institutional confidence in the utility's outlook.

The takeaway

The 65% increase in Patton Fund Management's Evergy stake reflects growing investor interest in regulated utility stocks, which are seen as relatively stable investments amid market volatility.