Evergy, Inc.
MX ˙ BMV ˙ US30034W1062
SecurityMX:EVRG / Evergy, Inc.
InstitutionAllianz Asset Management GmbH
Latest Disclosed Ownership549,227 shares
Latest Disclosed Value $ 44,992,675
Allianz Asset Management GmbH reports 9.46% decrease in ownership of EVRG / Evergy, Inc.

On May 11, 2026 - Allianz Asset Management GmbH filed a 13F-HR form disclosing ownership of 549,227 shares of Evergy, Inc. (MX:EVRG) valued at $44,992,675 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 11, 2026 disclosing 606,618 shares of Evergy, Inc.. This represents a change in shares of -9.46% 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)
2026-05-11 2026-03-31 13F EVERGY COM 30034W106 549,227 -57,391 -9.46 44,993 2.32 0.0176
2026-02-11 2025-12-31 13F EVERGY COM 30034W106 606,618 -52,436 -7.96 43,974 -12.23 0.0445
2025-11-04 2025-09-30 13F EVERGY COM 30034W106 659,054 -51,212 -7.21 50,101 2.33 0.0559
2025-07-28 2025-06-30 13F EVERGY COM 30034W106 710,266 28,831 4.23 48,959 4.20 0.0586
2025-05-05 2025-03-31 13F EVERGY COM 30034W106 681,435 -11,457 -1.65 46,985 10.17 0.0615
2025-02-03 2024-12-31 13F EVERGY COM 30034W106 692,892 19,514 2.90 42,648 2.13 0.0569
2024-11-13 2024-09-30 13F EVERGY COM 30034W106 673,378 19,503 2.98 41,756 20.56 0.0584
2024-08-13 2024-06-30 13F EVERGY COM 30034W106 653,875 -67,912 -9.41 34,636 -10.10 0.0513
2024-05-14 2024-03-31 13F EVERGY COM 30034W106 721,787 -70,075 -8.85 38,529 -6.79 0.0594
2024-02-12 2023-12-31 13F EVERGY COM 30034W106 791,862 -59,447 -6.98 41,335 -4.23 0.0675
2023-11-13 2023-09-30 13F EVERGY COM 30034W106 851,309 -72,183 -7.82 43,161 -20.00 0.0727
2023-08-14 2023-06-30 13F EVERGY COM 30034W106 923,492 -24,762 -2.61 53,950 -6.91 0.0966
2023-05-11 2023-03-31 13F EVERGY COM 30034W106 948,254 18,726 2.01 57,957 -0.92 0.1028
2023-02-13 2022-12-31 13F EVERGY COM 30034W106 929,528 -13,896 -1.47 58,495 4.38 0.1136
2022-11-08 2022-09-30 13F EVERGY COM 30034W106 943,424 -24,071 -2.49 56,039 -11.23 0.1140
2022-08-12 2022-06-30 13F EVERGY COM 30034W106 967,495 -19,044 -1.93 63,129 -6.36 0.0599
2022-05-13 2022-03-31 13F EVERGY COM 30034W106 986,539 374,429 61.17 67,420 60.54 0.0502
2022-02-11 2021-12-31 13F EVERGY COM 30034W106 612,110 222,951 57.29 41,997 73.50 0.0294
2021-11-10 2021-09-30 13F EVERGY COM 30034W106 389,159 389,159 24,206 0.0188
2021-08-13 2021-06-30 13F EVERGY COM 30034W106 0 -6,375 -100.00 0 -100.00
2021-05-13 2021-03-31 13F EVERGY COM 30034W106 6,375 -4,910 -43.51 380 -39.30 0.0004
2021-02-16 2020-12-31 13F EVERGY COM 30034W106 11,285 -5,054 -30.93 626 -24.58 0.0006
2020-11-13 2020-09-30 13F EVERGY COM 30034W106 16,339 3,759 29.88 830 11.26 0.0010
2020-08-14 2020-06-30 13F EVERGY COM 30034W106 12,580 -3,167 -20.11 746 -13.96 0.0009
2020-05-14 2020-03-31 13F EVERGY COM 30034W106 15,747 -233,307 -93.68 867 -94.65 0.0012
2020-02-13 2019-12-31 13F EVERGY COM 30034W106 249,054 -107,521 -30.15 16,211 -31.69 0.0148
2019-11-13 2019-09-30 13F EVERGY COM 30034W106 356,575 -95,552 -21.13 23,733 -12.73 0.0233
2019-08-08 2019-06-30 13F EVERGY COM 30034W106 452,127 -292,528 -39.28 27,195 -37.09 0.0253
2019-05-13 2019-03-31 13F EVERGY COM 30034W106 744,655 139,528 23.06 43,228 25.83 0.0428
2019-04-02 2018-12-31 13F/A-1 EVERGY COM 30034W106 605,127 372,132 159.72 34,353 168.47 0.0376
2019-02-13 2018-12-31 13F EVERGY COM 30034W106 605,127 372,132 34,353
2019-04-09 2018-09-30 13F/A-1 EVERGY COM 30034W106 232,995 -34,637 -12.94 12,796 -14.85 0.0116
2018-11-13 2018-09-30 13F EVERGY COM 30034W106 232,995 -34,637 12,796
2019-04-09 2018-06-30 13F/A-1 EVERGY COM 30034W106 267,632 267,632 15,028 0.0146
2018-08-13 2018-06-30 13F EVERGY COM 30034W106 267,632 15,028 0.0146
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.