Evergy, Inc.
MX ˙ BMV ˙ US30034W1062
SecurityMX:EVRG / Evergy, Inc.
InstitutionAcadian Asset Management Llc
Latest Disclosed Ownership32,876 shares
Latest Disclosed Value $ 2,692
Acadian Asset Management Llc reports 12,544.62% increase in ownership of EVRG / Evergy, Inc.

On May 13, 2026 - Acadian Asset Management Llc filed a 13F-HR form disclosing ownership of 32,876 shares of Evergy, Inc. (MX:EVRG) valued at $2,692 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 10, 2026 disclosing 260 shares of Evergy, Inc..

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-13 2026-03-31 13F EVERGY COM 30034W106 32,876 32,616 12,544.62 3 0.0038
2026-02-10 2025-12-31 13F EVERGY COM 30034W106 260 0 0.00 0 0.0000
2025-11-13 2025-09-30 13F EVERGY COM 30034W106 260 0 0.00 0 0.0000
2025-08-07 2025-06-30 13F EVERGY COM 30034W106 260 0 0.00 0 0.0000
2025-05-21 2025-03-31 13F EVERGY COM 30034W106 260 0 0.00 0 0.0000
2025-02-11 2024-12-31 13F EVERGY COM 30034W106 260 0 0.00 0 0.0000
2024-11-12 2024-09-30 13F EVERGY COM 30034W106 260 0 0.00 0 0.0000
2024-08-06 2024-06-30 13F EVERGY COM 30034W106 260 -12,121 -97.90 0 0.0000
2024-05-10 2024-03-31 13F EVERGY COM 30034W106 12,381 12,121 4,661.92 1 0.0023
2024-02-13 2023-12-31 13F EVERGY COM 30034W106 260 0 0.00 0 0.0001
2023-11-13 2023-09-30 13F EVERGY COM 30034W106 260 0 0.00 0 0.0001
2023-08-07 2023-06-30 13F EVERGY COM 30034W106 260 0 0.00 0 0.0001
2023-05-11 2023-03-31 13F EVERGY COM 30034W106 260 0 0.00 0 0.0001
2023-02-14 2022-12-31 13F EVERGY COM 30034W106 260 0 0.00 0 -100.00 0.0001
2022-11-14 2022-09-30 13F EVERGY COM 30034W106 260 0 0.00 15 -11.76 0.0001
2022-08-09 2022-06-30 13F EVERGY COM 30034W106 260 0 0.00 17 0.00 0.0001
2022-05-12 2022-03-31 13F EVERGY COM 30034W106 260 0 0.00 17 0.00 0.0001
2022-02-10 2021-12-31 13F EVERGY COM 30034W106 260 0 0.00 17 6.25 0.0001
2021-11-12 2021-09-30 13F EVERGY COM 30034W106 260 0 0.00 16 0.00 0.0001
2021-08-11 2021-06-30 13F EVERGY COM 30034W106 260 -430 -62.32 16 -60.98 0.0001
2021-05-11 2021-03-31 13F EVERGY COM 30034W106 690 91 15.19 41 24.24 0.0002
2021-02-11 2020-12-31 13F EVERGY COM 30034W106 599 -9,254 -93.92 33 -93.40 0.0001
2020-11-09 2020-09-30 13F EVERGY COM 30034W106 9,853 -54,578 -84.71 500 -86.91 0.0021
2020-08-12 2020-06-30 13F EVERGY COM 30034W106 64,431 -130,491 -66.95 3,820 -64.40 0.0164
2020-05-11 2020-03-31 13F EVERGY COM 30034W106 194,922 7,344 3.92 10,731 -12.11 0.0614
2020-02-06 2019-12-31 13F EVERGY COM 30034W106 187,578 -4,092 -2.13 12,210 -4.29 0.0555
2019-11-07 2019-09-30 13F EVERGY COM 30034W106 191,670 9,191 5.04 12,757 16.23 0.0545
2019-08-08 2019-06-30 13F EVERGY COM 30034W106 182,479 -70,896 -27.98 10,976 -25.36 0.0527
2019-05-09 2019-03-31 13F EVERGY COM 30034W106 253,375 110,122 76.87 14,706 80.82 0.0633
2019-02-07 2018-12-31 13F EVERGY COM 30034W106 143,253 142,448 17,695.40 8,133 18,384.09 0.0403
2018-10-30 2018-09-30 13F EVERGY COM 30034W106 805 0 0.00 44 -2.22 0.0002
2018-07-24 2018-06-30 13F EVERGY COM 30034W106 805 805 45 0.0002
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.