Evergy, Inc.
MX ˙ BMV ˙ US30034W1062
SecurityMX:EVRG / Evergy, Inc.
InstitutionAdvisors Asset Management, Inc.
Latest Disclosed Ownership41,708 shares
Latest Disclosed Value $ 3,416,719
Advisors Asset Management, Inc. reports 3.96% increase in ownership of EVRG / Evergy, Inc.

On May 15, 2026 - Advisors Asset Management, Inc. filed a 13F-HR form disclosing ownership of 41,708 shares of Evergy, Inc. (MX:EVRG) valued at $3,416,719 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 12, 2026 disclosing 40,118 shares of Evergy, Inc.. This represents a change in shares of 3.96% 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 41,708 1,590 3.96 3,417 17.47 0.0568
2026-02-12 2025-12-31 13F EVERGY COM 30034W106 40,118 2,889 7.76 2,908 2.76 0.0488
2025-11-06 2025-09-30 13F EVERGY COM 30034W106 37,229 3,397 10.04 2,830 21.36 0.0480
2025-08-12 2025-06-30 13F EVERGY COM 30034W106 33,832 1,228 3.77 2,332 3.74 0.0418
2025-05-15 2025-03-31 13F EVERGY COM 30034W106 32,604 6,951 27.10 2,248 42.46 0.0422
2025-02-10 2024-12-31 13F EVERGY COM 30034W106 25,653 2,471 10.66 1,579 9.81 0.0291
2024-11-08 2024-09-30 13F EVERGY COM 30034W106 23,182 1,327 6.07 1,438 24.20 0.0264
2024-08-14 2024-06-30 13F EVERGY COM 30034W106 21,855 348 1.62 1,158 0.78 0.0226
2024-05-14 2024-03-31 13F EVERGY COM 30034W106 21,507 -961 -4.28 1,148 -2.05 0.0221
2024-02-14 2023-12-31 13F EVERGY COM 30034W106 22,468 -681 -2.94 1,173 -0.09 0.0239
2023-11-14 2023-09-30 13F EVERGY COM 30034W106 23,149 -57 -0.25 1,174 -13.43 0.0253
2023-08-14 2023-06-30 13F EVERGY COM 30034W106 23,206 1,470 6.76 1,356 2.03 0.0277
2023-05-12 2023-03-31 13F EVERGY COM 30034W106 21,736 3,645 20.15 1,329 16.70 0.0270
2023-02-13 2022-12-31 13F EVERGY COM 30034W106 18,091 4,925 37.41 1,138 45.52 0.0235
2022-11-08 2022-09-30 13F EVERGY COM 30034W106 13,166 1,787 15.70 782 5.39 0.0164
2022-08-08 2022-06-30 13F EVERGY COM 30034W106 11,379 3,626 46.77 742 40.00 0.0141
2022-05-17 2022-03-31 13F EVERGY COM 30034W106 7,753 265 3.54 530 3.11 0.0082
2022-02-15 2021-12-31 13F EVERGY COM 30034W106 7,488 1,512 25.30 514 38.17 0.0073
2021-11-12 2021-09-30 13F EVERGY COM 30034W106 5,976 1,418 31.11 372 35.27 0.0057
2021-07-30 2021-06-30 13F EVERGY COM 30034W106 4,558 -14,930 -76.61 275 -76.29 0.0041
2021-05-07 2021-03-31 13F EVERGY COM 30034W106 19,488 -12,605 -39.28 1,160 -34.87 0.0180
2021-02-12 2020-12-31 13F EVERGY COM 30034W106 32,093 -9,520 -22.88 1,781 -15.79 0.0295
2020-11-16 2020-09-30 13F EVERGY COM 30034W106 41,613 -507 -1.20 2,115 -15.30 0.0391
2020-08-12 2020-06-30 13F EVERGY COM 30034W106 42,120 3,641 9.46 2,497 17.89 0.0486
2020-05-15 2020-03-31 13F EVERGY COM 30034W106 38,479 19,480 102.53 2,118 71.22 0.0504
2020-05-20 2019-12-31 13F/A-1 EVERGY COM 30034W106 18,999 10,632 127.07 1,237 122.08 0.0217
2020-02-14 2019-12-31 13F EVERGY COM 30034W106 18,999 10,632 1,237 10,948.6196
2019-11-14 2019-09-30 13F EVERGY COM 30034W106 8,367 8,367 557 0.0103
2019-05-15 2019-03-31 13F EVERGY COM 30034W106 0 -3,797 -100.00 0 -100.00
2019-02-06 2018-12-31 13F/A-1 EVERGY COM 30034W106 3,797 -1,925 -33.64 216 -31.21 0.0043
2019-01-31 2018-12-31 13F EVERGY COM 30034W106 3,797 -1,925 216
2018-11-15 2018-09-30 13F EVERGY COM 30034W106 5,722 -7,671 -57.28 314 -58.24 0.0051
2018-08-22 2018-06-30 13F/A-1 EVERGY COM 30034W106 13,393 13,393 752 0.0128
2018-08-15 2018-06-30 13F EVERGY COM 30034W106 348 752
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.