Evergy, Inc.
MX ˙ BMV ˙ US30034W1062
SecurityMX:EVRG / Evergy, Inc.
InstitutionAdvisorNet Financial, Inc
Latest Disclosed Ownership147 shares
Latest Disclosed Value $ 12,042
AdvisorNet Financial, Inc reports 25.64% increase in ownership of EVRG / Evergy, Inc.

On April 17, 2026 - AdvisorNet Financial, Inc filed a 13F-HR form disclosing ownership of 147 shares of Evergy, Inc. (MX:EVRG) valued at $12,042 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 20, 2026 disclosing 117 shares of Evergy, Inc.. This represents a change in shares of 25.64% 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)
2026-04-17 2026-03-31 13F EVERGY INC COM Stock 30034W106 147 30 25.64 12 50.00 0.0006
2026-01-20 2025-12-31 13F EVERGY INC COM Stock 30034W106 117 42 56.00 8 60.00 0.0005
2025-10-09 2025-09-30 13F EVERGY INC COM Stock 30034W106 75 26 53.06 6 66.67 0.0003
2025-07-14 2025-06-30 13F EVERGY INC COM Stock 30034W106 49 0 0.00 3 0.00 0.0002
2025-04-07 2025-03-31 13F EVERGY INC COM Stock 30034W106 49 -358 -87.96 3 -88.00 0.0003
2025-01-13 2024-12-31 13F EVERGY INC COM Stock 30034W106 407 -33 -7.50 25 -7.41 0.0021
2024-10-15 2024-09-30 13F EVERGY INC COM Stock 30034W106 440 31 7.58 27 28.57 0.0020
2024-07-16 2024-06-30 13F EVERGY INC COM Stock 30034W106 409 -73 -15.15 22 -16.00 0.0020
2024-04-12 2024-03-31 13F EVERGY INC COM Stock 30034W106 482 -25 -4.93 26 -3.85 0.0025
2024-01-19 2023-12-31 13F EVERGY INC COM Stock 30034W106 507 133 35.56 26 44.44 0.0024
2023-10-12 2023-09-30 13F EVERGY INC COM Stock 30034W106 374 -1,634 -81.37 19 -84.62 0.0017
2023-07-14 2023-06-30 13F EVERGY INC COM Stock 30034W106 2,008 61 3.13 117 -1.68 0.0100
2023-04-28 2023-03-31 13F EVERGY INC COM Stock 30034W106 1,947 -884 -31.23 119 -33.15 0.0109
2023-01-13 2022-12-31 13F EVERGY INC COM Stock 30034W106 2,831 -206 -6.78 178 -1.11 0.0175
2022-10-04 2022-09-30 13F EVERGY INC COM Stock 30034W106 3,037 24 0.80 180 -8.63 0.0180
2022-07-07 2022-06-30 13F EVERGY INC COM Stock 30034W106 3,013 -105 -3.37 197 -7.51 0.0193
2022-04-14 2022-03-31 13F EVERGY INC COM Stock 30034W106 3,118 924 42.11 213 41.06 0.0134
2022-01-19 2021-12-31 13F EVERGY INC COM Stock 30034W106 2,194 625 39.83 151 54.08 0.0093
2021-10-15 2021-09-30 13F EVERGY INC COM Stock 30034W106 1,569 -355 -18.45 98 -15.52 0.0068
2021-07-06 2021-06-30 13F EVERGY INC COM Stock 30034W106 1,924 0 0.00 116 0.87 0.0077
2021-04-14 2021-03-31 13F EVERGY INC COM Stock 30034W106 1,924 35 1.85 115 9.52 0.0082
2021-02-04 2020-12-31 13F EVERGY INC COM Stock 30034W106 1,889 100 5.59 105 15.38 0.0085
2020-11-06 2020-09-30 13F EVERGY INC COM Stock 30034W106 1,789 2 0.11 91 -14.15 0.0078
2020-08-26 2020-06-30 13F EVERGY INC COM Stock 30034W106 1,787 -177 -9.01 106 -1.85 0.0085
2020-05-14 2020-03-31 13F EVERGY INC COM Stock 30034W106 1,964 0 0.00 108 -15.62 0.0100
2020-02-12 2019-12-31 13F EVERGY INC COM Stock 30034W106 1,964 -1,571 -44.44 128 -45.53 0.0109
2019-10-23 2019-09-30 13F EVERGY INC COM Stock 30034W106 3,535 1,069 43.35 235 58.78 0.0216
2019-07-15 2019-06-30 13F EVERGY INC COM Stock 30034W106 2,466 2,466 148 0.0164
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.