Evergy, Inc.
MX ˙ BMV ˙ US30034W1062
SecurityMX:EVRG / Evergy, Inc.
InstitutionAmeritas Advisory Services, LLC
Latest Disclosed Ownership3,084 shares
Latest Disclosed Value $ 252,676
Ameritas Advisory Services, LLC reports 0.16% increase in ownership of EVRG / Evergy, Inc.

On May 12, 2026 - Ameritas Advisory Services, LLC filed a 13F-HR form disclosing ownership of 3,084 shares of Evergy, Inc. (MX:EVRG) valued at $252,676 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 4, 2026 disclosing 3,079 shares of Evergy, Inc.. This represents a change in shares of 0.16% 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)
2026-05-12 2026-03-31 13F EVERGY COM 30034W106 3,084 5 0.16 253 13.00 0.0098
2026-02-04 2025-12-31 13F EVERGY COM 30034W106 3,079 1,317 74.74 223 67.67 0.0083
2025-11-06 2025-09-30 13F EVERGY COM 30034W106 1,762 -2,772 -61.14 134 -57.37 0.0088
2025-07-21 2025-06-30 13F EVERGY COM 30034W106 4,534 652 16.80 313 21.88 0.0163
2025-04-25 2025-03-31 13F EVERGY COM 30034W106 3,882 419 12.10 257 20.19 0.0104
2025-01-15 2024-12-31 13F EVERGY COM 30034W106 3,463 -89 -2.51 213 -3.18 0.0074
2024-10-30 2024-09-30 13F EVERGY COM 30034W106 3,552 3,552 220 0.0095
2023-07-25 2023-06-30 13F EVERGY COM 30034W106 0 -2,751 -100.00 0 -100.00
2023-04-28 2023-03-31 13F EVERGY COM 30034W106 2,751 2,751 172 0.0087
2022-11-14 2022-09-30 13F EVERGY COM 30034W106 0 -3,070 -100.00 0 -100.00
2022-08-10 2022-06-30 13F EVERGY COM 30034W106 3,070 -245 -7.39 200 -11.89 0.0116
2022-05-04 2022-03-31 13F EVERGY COM 30034W106 3,315 354 11.96 227 11.82 0.0083
2022-02-07 2021-12-31 13F EVERGY COM 30034W106 2,961 2,961 203 0.0074
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.