Evergy, Inc.
MX ˙ BMV ˙ US30034W1062
SecurityMX:EVRG / Evergy, Inc.
InstitutionAlbion Financial Group /ut
Latest Disclosed Ownership13,690 shares
Latest Disclosed Value $ 1,121,485
Albion Financial Group /ut reports 3.85% increase in ownership of EVRG / Evergy, Inc.

On April 27, 2026 - Albion Financial Group /ut filed a 13F-HR form disclosing ownership of 13,690 shares of Evergy, Inc. (MX:EVRG) valued at $1,121,485 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 21, 2026 disclosing 13,183 shares of Evergy, Inc.. This represents a change in shares of 3.85% 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)
2026-04-27 2026-03-31 13F EVERGY COM 30034W106 13,690 507 3.85 1,121 17.38 0.0724
2026-01-21 2025-12-31 13F EVERGY COM 30034W106 13,183 0 0.00 956 -4.69 0.0595
2025-10-20 2025-09-30 13F EVERGY COM 30034W106 13,183 0 0.00 1,002 10.35 0.0605
2025-07-17 2025-06-30 13F EVERGY COM 30034W106 13,183 0 0.00 909 0.00 0.0594
2025-04-25 2025-03-31 13F EVERGY COM 30034W106 13,183 0 0.00 909 11.96 0.0643
2025-01-17 2024-12-31 13F EVERGY COM 30034W106 13,183 0 0.00 811 -0.73 0.0555
2024-10-09 2024-09-30 13F EVERGY COM 30034W106 13,183 0 0.00 817 17.05 0.0567
2024-07-10 2024-06-30 13F EVERGY COM 30034W106 13,183 -2,887 -17.97 698 -18.55 0.0526
2024-04-19 2024-03-31 13F EVERGY COM 30034W106 16,070 0 0.00 858 2.27 0.0662
2024-01-26 2023-12-31 13F EVERGY COM 30034W106 16,070 0 0.00 839 2.95 0.0691
2023-11-01 2023-09-30 13F EVERGY COM 30034W106 16,070 0 0.00 815 -13.22 0.0752
2023-07-25 2023-06-30 13F EVERGY COM 30034W106 16,070 0 0.00 939 -4.48 0.0822
2023-04-18 2023-03-31 13F EVERGY COM 30034W106 16,070 0 0.00 982 -2.87 0.0899
2023-02-03 2022-12-31 13F EVERGY COM 30034W106 16,070 -200 -1.23 1,011 4.66 0.0976
2022-10-27 2022-09-30 13F EVERGY COM 30034W106 16,270 0 0.00 966 -9.04 0.0997
2022-07-29 2022-06-30 13F EVERGY COM 30034W106 16,270 0 0.00 1,062 -4.50 0.1052
2022-05-09 2022-03-31 13F EVERGY COM 30034W106 16,270 -3,950 -19.54 1,112 -19.83 0.0947
2022-02-15 2021-12-31 13F EVERGY COM 30034W106 20,220 0 0.00 1,387 10.25 0.1099
2021-10-19 2021-09-30 13F EVERGY COM 30034W106 20,220 0 0.00 1,258 2.95 0.1102
2021-08-12 2021-06-30 13F EVERGY COM 30034W106 20,220 -500 -2.41 1,222 6.26 0.1059
2021-02-19 2020-12-31 13F EVERGY COM 30034W106 20,720 -2,900 -12.28 1,150 -4.17 0.1127
2020-11-13 2020-09-30 13F Evergy COM 30034W106 23,620 0 0.00 1,200 -14.29 0.1300
2020-08-17 2020-06-30 13F Evergy COM 30034W106 23,620 0 0.00 1,400 7.69 0.1652
2020-05-08 2020-03-31 13F Evergy COM 30034W106 23,620 0 0.00 1,300 -15.42 0.1898
2020-01-31 2019-12-31 13F Evergy COM 30034W106 23,620 0 0.00 1,537 -2.23 0.1824
2019-11-08 2019-09-30 13F Evergy COM 30034W106 23,620 -3,540 -13.03 1,572 -3.79 0.2016
2019-08-08 2019-06-30 13F Evergy COM 30034W106 27,160 0 0.00 1,634 3.61 0.2110
2019-05-14 2019-03-31 13F Evergy COM 30034W106 27,160 0 0.00 1,577 2.27 0.2139
2019-01-28 2018-12-31 13F Evergy COM 30034W106 27,160 -310 -1.13 1,542 2.19 0.2402
2018-11-20 2018-09-30 13F Evergy COM 30034W106 27,470 -1,800 -6.15 1,509 -8.21 0.2042
2018-08-14 2018-06-30 13F Evergy COM 30034W106 29,270 29,270 1,644 0.2369
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.