Evergy, Inc.
MX ˙ BMV ˙ US30034W1062
SecurityMX:EVRG / Evergy, Inc.
InstitutionAdage Capital Partners Gp, L.l.c.
ManagerPhil Gross, Robert Atchinson
Latest Disclosed Ownership724,382 shares
Latest Disclosed Value $ 59,341,373
Adage Capital Partners Gp, L.l.c. reports 40.03% decrease in ownership of EVRG / Evergy, Inc.

On May 15, 2026 - Adage Capital Partners Gp, L.l.c. filed a 13F-HR form disclosing ownership of 724,382 shares of Evergy, Inc. (MX:EVRG) valued at $59,341,373 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 1,207,882 shares of Evergy, Inc.. This represents a change in shares of -40.03% during the quarter.

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)
2026-05-15 2026-03-31 13F EVERGY COM 30034W106 724,382 -483,500 -40.03 59,341 -32.23 0.0915
2026-02-17 2025-12-31 13F EVERGY COM 30034W106 1,207,882 998,400 476.60 87,559 449.86 0.1325
2025-11-14 2025-09-30 13F EVERGY COM 30034W106 209,482 -1,300 -0.62 15,925 9.60 0.0252
2025-08-14 2025-06-30 13F EVERGY COM 30034W106 210,782 900 0.43 14,529 0.40 0.0245
2025-05-15 2025-03-31 13F EVERGY COM 30034W106 209,882 -5,000 -2.33 14,471 9.42 0.0268
2025-02-14 2024-12-31 13F EVERGY COM 30034W106 214,882 -1,900 -0.88 13,226 -1.61 0.0231
2024-11-14 2024-09-30 13F EVERGY COM 30034W106 216,782 -391,300 -64.35 13,443 -58.27 0.0237
2024-08-14 2024-06-30 13F EVERGY COM 30034W106 608,082 -104,700 -14.69 32,210 -15.34 0.0596
2024-05-15 2024-03-31 13F EVERGY COM 30034W106 712,782 -372,900 -34.35 38,048 -32.86 0.0718
2024-02-14 2023-12-31 13F EVERGY COM 30034W106 1,085,682 294,800 37.27 56,673 41.34 0.1173
2023-11-14 2023-09-30 13F EVERGY COM 30034W106 790,882 124,500 18.68 40,098 3.00 0.0909
2023-08-14 2023-06-30 13F EVERGY COM 30034W106 666,382 -63,500 -8.70 38,930 -12.73 0.0846
2023-05-15 2023-03-31 13F EVERGY COM 30034W106 729,882 271,400 59.20 44,610 54.62 0.1001
2023-02-14 2022-12-31 13F EVERGY COM 30034W106 458,482 -75,400 -14.12 28,852 -9.02 0.0690
2022-11-14 2022-09-30 13F EVERGY COM 30034W106 533,882 -5,100 -0.95 31,713 -9.83 0.0787
2022-08-15 2022-06-30 13F EVERGY COM 30034W106 538,982 299,500 125.06 35,169 114.89 0.0806
2022-05-16 2022-03-31 13F EVERGY COM 30034W106 239,482 -4,900 -2.01 16,366 -2.39 0.0311
2022-02-14 2021-12-31 13F EVERGY COM 30034W106 244,382 -400 -0.16 16,767 10.13 0.0302
2021-11-15 2021-09-30 13F EVERGY COM 30034W106 244,782 -818 -0.33 15,225 2.58 0.0300
2021-08-16 2021-06-30 13F EVERGY COM 30034W106 245,600 -696,000 -73.92 14,842 -73.52 0.0291
2021-05-17 2021-03-31 13F EVERGY COM 30034W106 941,600 695,300 282.30 56,053 309.98 0.1145
2021-02-16 2020-12-31 13F EVERGY COM 30034W106 246,300 -6,005 -2.38 13,672 6.63 0.0298
2020-11-16 2020-09-30 13F EVERGY COM 30034W106 252,305 -1,055,795 -80.71 12,822 -83.47 0.0321
2020-08-14 2020-06-30 13F EVERGY COM 30034W106 1,308,100 345,500 35.89 77,557 46.36 0.1986
2020-05-15 2020-03-31 13F EVERGY COM 30034W106 962,600 -430,270 -30.89 52,991 -41.55 0.1583
2020-02-14 2019-12-31 13F EVERGY COM 30034W106 1,392,870 -742,600 -34.77 90,662 -36.22 0.2227
2019-11-14 2019-09-30 13F EVERGY COM 30034W106 2,135,470 -702,600 -24.76 142,137 -16.74 0.3490
2019-08-14 2019-06-30 13F EVERGY COM 30034W106 2,838,070 1,334,700 88.78 170,710 95.61 0.4250
2019-05-15 2019-03-31 13F EVERGY COM 30034W106 1,503,370 1,164,900 344.17 87,271 354.18 0.2182
2019-02-14 2018-12-31 13F EVERGY COM 30034W106 338,470 -11,750 -3.36 19,215 -0.10 0.0532
2018-11-14 2018-09-30 13F EVERGY COM 30034W106 350,220 -2,434,493 -87.42 19,234 -87.70 0.0429
2018-08-14 2018-06-30 13F EVERGY COM 30034W106 2,784,713 2,784,713 156,362 0.3580
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.