Evergy, Inc.
MX ˙ BMV ˙ US30034W1062
SecurityMX:EVRG / Evergy, Inc.
InstitutionAmica Mutual Insurance Co
Latest Disclosed Ownership9,181 shares
Latest Disclosed Value $ 752
Amica Mutual Insurance Co ownership in EVRG / Evergy, Inc.

On May 5, 2026 - Amica Mutual Insurance Co filed a 13F-HR form disclosing ownership of 9,181 shares of Evergy, Inc. (MX:EVRG) valued at $752 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 10, 2026 disclosing 9,181 shares of Evergy, Inc..

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)
2026-05-05 2026-03-31 13F EVERGY COM 30034W106 9,181 0 0.00 1 0.0646
2026-02-10 2025-12-31 13F EVERGY COM 30034W106 9,181 0 0.00 1 0.0579
2025-11-07 2025-09-30 13F EVERGY COM 30034W106 9,181 -1,020 -10.00 1 0.0641
2025-08-07 2025-06-30 13F EVERGY COM 30034W106 10,201 0 0.00 1 0.0678
2025-05-13 2025-03-31 13F EVERGY COM 30034W106 10,201 0 0.00 1 0.0774
2025-02-12 2024-12-31 13F EVERGY COM 30034W106 10,201 0 0.00 1 0.0643
2024-11-12 2024-09-30 13F EVERGY COM 30034W106 10,201 -1,431 -12.30 1 0.0613
2024-07-25 2024-06-30 13F EVERGY COM 30034W106 11,632 0 0.00 1 0.0612
2024-05-13 2024-03-31 13F/A-1 EVERGY COM 30034W106 11,632 0 0.00 1 0.0633
2024-05-13 2024-03-31 13F EVERGY COM 30034W106 11,632 0 1 0.0637
2024-02-05 2023-12-31 13F EVERGY COM 30034W106 11,632 -67,994 -85.39 1 -100.00 0.0656
2023-11-03 2023-09-30 13F EVERGY COM 30034W106 79,626 0 0.00 4 0.00 0.4749
2023-08-07 2023-06-30 13F EVERGY COM 30034W106 79,626 -15,168 -16.00 5 -20.00 0.5261
2023-05-05 2023-03-31 13F EVERGY COM 30034W106 94,794 11,438 13.72 6 0.00 0.6462
2023-02-08 2022-12-31 13F EVERGY COM 30034W106 83,356 34,040 69.02 5 -99.83 0.6626
2022-10-24 2022-09-30 13F EVERGY COM 30034W106 49,316 3,865 8.50 2,929 -1.25 0.4151
2022-07-29 2022-06-30 13F EVERGY COM 30034W106 45,451 -11,497 -20.19 2,966 -23.79 0.3762
2022-05-12 2022-03-31 13F EVERGY COM 30034W106 56,948 0 0.00 3,892 -0.38 0.4571
2022-02-08 2021-12-31 13F EVERGY COM 30034W106 56,948 -11,700 -17.04 3,907 -8.50 0.3304
2021-11-03 2021-09-30 13F EVERGY COM 30034W106 68,648 0 0.00 4,270 2.94 0.4457
2021-08-04 2021-06-30 13F EVERGY COM 30034W106 68,648 0 0.00 4,148 1.49 0.4374
2021-05-07 2021-03-31 13F EVERGY COM 30034W106 68,648 -3,939 -5.43 4,087 1.44 0.4659
2021-02-10 2020-12-31 13F EVERGY COM 30034W106 72,587 14,603 25.18 4,029 36.72 0.4420
2020-11-10 2020-09-30 13F EVERGY COM 30034W106 57,984 18,656 47.44 2,947 26.37 0.3511
2020-08-12 2020-06-30 13F EVERGY COM 30034W106 39,328 0 0.00 2,332 7.71 0.2839
2020-05-13 2020-03-31 13F EVERGY COM 30034W106 39,328 21,643 122.38 2,165 88.10 0.2995
2020-02-10 2019-12-31 13F EVERGY COM 30034W106 17,685 8,345 89.35 1,151 85.05 0.1498
2019-11-12 2019-09-30 13F EVERGY COM 30034W106 9,340 0 0.00 622 10.68 0.0788
2019-08-01 2019-06-30 13F EVERGY COM 30034W106 9,340 0 0.00 562 3.69 0.0712
2019-05-13 2019-03-31 13F EVERGY COM 30034W106 9,340 0 0.00 542 2.26 0.0678
2019-02-13 2018-12-31 13F EVERGY COM 30034W106 9,340 0 0.00 530 3.31 0.0688
2018-11-09 2018-09-30 13F EVERGY COM 30034W106 9,340 0 0.00 513 -2.10 0.0532
2018-08-01 2018-06-30 13F EVERGY COM 30034W106 9,340 9,340 524 0.0631
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.