Evergy, Inc.
MX ˙ BMV ˙ US30034W1062
SecurityMX:EVRG / Evergy, Inc.
InstitutionAmeriprise Financial Inc
Latest Disclosed Ownership204,397 shares
Latest Disclosed Value $ 16,744,197
Ameriprise Financial Inc reports 5.14% decrease in ownership of EVRG / Evergy, Inc.

On May 15, 2026 - Ameriprise Financial Inc filed a 13F-HR form disclosing ownership of 204,397 shares of Evergy, Inc. (MX:EVRG) valued at $16,744,197 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 215,467 shares of Evergy, Inc.. This represents a change in shares of -5.14% 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 204,397 -11,070 -5.14 16,744 7.21 0.0007
2026-02-17 2025-12-31 13F EVERGY COM 30034W106 215,467 -2,039 -0.94 15,619 -5.55 0.0035
2025-11-14 2025-09-30 13F EVERGY COM 30034W106 217,506 15,156 7.49 16,535 18.55 0.0038
2025-08-14 2025-06-30 13F EVERGY COM 30034W106 202,350 -4,240 -2.05 13,948 -2.08 0.0034
2025-05-14 2025-03-31 13F EVERGY COM 30034W106 206,590 -88,899 -30.09 14,246 -21.58 0.0038
2025-02-14 2024-12-31 13F EVERGY COM 30034W106 295,489 14,273 5.08 18,166 4.18 0.0047
2024-11-14 2024-09-30 13F EVERGY COM 30034W106 281,216 9,128 3.35 17,437 21.00 0.0045
2024-08-14 2024-06-30 13F EVERGY COM 30034W106 272,088 77,220 39.63 14,412 38.57 0.0039
2024-05-15 2024-03-31 13F EVERGY COM 30034W106 194,868 -803,295 -80.48 10,401 -80.04 0.0029
2024-02-14 2023-12-31 13F EVERGY COM 30034W106 998,163 -594,810 -37.34 52,108 -35.48 0.0156
2023-11-14 2023-09-30 13F EVERGY COM 30034W106 1,592,973 -33,682 -2.07 80,765 -15.01 0.0265
2023-08-14 2023-06-30 13F EVERGY COM 30034W106 1,626,655 -112,357 -6.46 95,029 -10.59 0.0298
2023-05-22 2023-03-31 13F/A-1 EVERGY COM 30034W106 1,739,012 43,078 2.54 106,288 -0.41 0.0349
2023-05-15 2023-03-31 13F EVERI HOLDINGS COM 30034W106 1,739,012 43,078 106,288 0.0064
2023-02-14 2022-12-31 13F EVERGY COM 30034W106 1,695,934 247,284 17.07 106,724 24.02 0.0366
2022-11-14 2022-09-30 13F EVERGY COM 30034W106 1,448,650 -243,567 -14.39 86,054 -22.06 0.0318
2022-08-15 2022-06-30 13F EVERGY COM 30034W106 1,692,217 -254,662 -13.08 110,416 -16.98 0.0385
2022-05-16 2022-03-31 13F EVERGY COM 30034W106 1,946,879 150,949 8.41 132,992 7.97 0.0392
2022-02-14 2021-12-31 13F EVERGY COM 30034W106 1,795,930 2,654 0.15 123,178 10.42 0.0341
2021-11-15 2021-09-30 13F EVERGY COM 30034W106 1,793,276 884,431 97.31 111,555 103.12 0.0356
2021-08-16 2021-06-30 13F EVERGY COM 30034W106 908,845 763,980 527.37 54,920 536.83 0.0170
2021-05-17 2021-03-31 13F EVERGY COM 30034W106 144,865 47,441 48.70 8,624 59.47 0.0029
2021-02-12 2020-12-31 13F EVERGY COM 30034W106 97,424 15,057 18.28 5,408 29.22 0.0019
2020-11-16 2020-09-30 13F EVERGY COM 30034W106 82,367 -11,367 -12.13 4,185 -24.68 0.0017
2020-08-14 2020-06-30 13F EVERGY COM 30034W106 93,734 -1,219 -1.28 5,556 6.19 0.0024
2020-05-15 2020-03-31 13F EVERGY COM 30034W106 94,953 -152,483 -61.63 5,232 -67.52 0.0027
2020-02-14 2019-12-31 13F EVERGY COM 30034W106 247,436 -198,714 -44.54 16,106 -45.76 0.0067
2019-11-14 2019-09-30 13F EVERGY COM 30034W106 446,150 -14,825 -3.22 29,696 7.10 0.0133
2019-08-14 2019-06-30 13F EVERGY COM 30034W106 460,975 -14,219 -2.99 27,728 0.51 0.0124
2019-05-15 2019-03-31 13F EVERGY COM 30034W106 475,194 -27,447 -5.46 27,587 -3.32 0.0127
2019-02-14 2018-12-31 13F EVERGY COM 30034W106 502,641 -68,860 -12.05 28,533 -9.09 0.0143
2018-11-14 2018-09-30 13F EVERGY COM 30034W106 571,501 -473,842 -45.33 31,387 -46.53 0.0110
2018-08-14 2018-06-30 13F EVERGY COM 30034W106 1,045,343 1,045,343 58,695 0.0260
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.