Evergy, Inc.
MX ˙ BMV ˙ US30034W1062
SecurityMX:EVRG / Evergy, Inc.
InstitutionAqr Capital Management Llc
ManagerCliff Asness
Latest Disclosed Ownership885,691 shares
Latest Disclosed Value $ 71,909,262
Aqr Capital Management Llc reports 8.72% decrease in ownership of EVRG / Evergy, Inc.

On May 15, 2026 - Aqr Capital Management Llc filed a 13F-HR form disclosing ownership of 885,691 shares of Evergy, Inc. (MX:EVRG) valued at $71,909,262 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 970,282 shares of Evergy, Inc.. This represents a change in shares of -8.72% 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 885,691 -84,591 -8.72 71,909 2.24 0.0329
2026-02-17 2025-12-31 13F EVERGY COM 30034W106 970,282 -60,324 -5.85 70,336 -9.87 0.0369
2025-11-14 2025-09-30 13F EVERGY COM 30034W106 1,030,606 -337,084 -24.65 78,038 -16.39 0.0500
2025-08-14 2025-06-30 13F EVERGY COM 30034W106 1,367,690 -114,818 -7.74 93,331 -8.24 0.0772
2025-05-15 2025-03-31 13F EVERGY COM 30034W106 1,482,508 321,406 27.68 101,715 42.33 0.1048
2025-02-14 2024-12-31 13F EVERGY COM 30034W106 1,161,102 17,185 1.50 71,466 0.86 0.0921
2024-11-14 2024-09-30 13F EVERGY COM 30034W106 1,143,917 -49,465 -4.14 70,854 12.09 0.0978
2024-08-14 2024-06-30 13F EVERGY COM 30034W106 1,193,382 711,785 147.80 63,213 146.26 0.0969
2024-05-15 2024-03-31 13F EVERGY COM 30034W106 481,597 -154,684 -24.31 25,669 -22.27 0.0437
2024-02-14 2023-12-31 13F EVERGY COM 30034W106 636,281 -31,007 -4.65 33,023 -2.39 0.0622
2023-11-14 2023-09-30 13F EVERGY COM 30034W106 667,288 -6,297 -0.93 33,832 -13.39 0.0699
2023-08-14 2023-06-30 13F EVERGY COM 30034W106 673,585 118,645 21.38 39,061 15.77 0.0830
2023-05-15 2023-03-31 13F EVERGY COM 30034W106 554,940 16,391 3.04 33,740 -0.44 0.0741
2023-02-14 2022-12-31 13F EVERGY COM 30034W106 538,549 189,409 54.25 33,891 63.41 0.0772
2022-11-14 2022-09-30 13F EVERGY COM 30034W106 349,140 77,802 28.67 20,739 17.53 0.0506
2022-08-15 2022-06-30 13F EVERGY COM 30034W106 271,338 -292 -0.11 17,645 -4.95 0.0399
2022-05-16 2022-03-31 13F EVERGY COM 30034W106 271,630 17,046 6.70 18,563 6.71 0.0352
2022-02-14 2021-12-31 13F EVERGY COM 30034W106 254,584 8,541 3.47 17,396 13.67 0.0315
2021-11-15 2021-09-30 13F EVERGY COM 30034W106 246,043 -124,829 -33.66 15,304 -31.65 0.0284
2021-08-16 2021-06-30 13F EVERGY COM 30034W106 370,872 -250,078 -40.27 22,390 -39.30 0.0387
2021-05-17 2021-03-31 13F EVERGY COM 30034W106 620,950 37,373 6.40 36,885 15.44 0.0603
2021-02-16 2020-12-31 13F EVERGY COM 30034W106 583,577 155,470 36.32 31,951 49.00 0.0566
2020-11-16 2020-09-30 13F EVERGY COM 30034W106 428,107 86,265 25.24 21,444 6.34 0.0362
2020-08-17 2020-06-30 13F EVERGY COM 30034W106 341,842 -508,101 -59.78 20,165 -56.90 0.0326
2020-05-15 2020-03-31 13F EVERGY COM 30034W106 849,943 424,351 99.71 46,789 68.90 0.0787
2020-02-14 2019-12-31 13F EVERGY COM 30034W106 425,592 -23,583 -5.25 27,702 -7.34 0.0315
2019-11-14 2019-09-30 13F EVERGY COM 30034W106 449,175 5,465 1.23 29,897 12.02 0.0352
2019-08-14 2019-06-30 13F EVERGY COM 30034W106 443,710 -469,605 -51.42 26,689 -49.66 0.0298
2019-05-14 2019-03-31 13F EVERGY COM 30034W106 913,315 84,208 10.16 53,018 12.64 0.0562
2019-02-14 2018-12-31 13F EVERGY COM 30034W106 829,107 -271,439 -24.66 47,068 -22.13 0.0545
2018-11-15 2018-09-30 13F/A-1 EVERGY COM 30034W106 1,100,546 2,631 0.24 60,442 -1.96 0.0578
2018-11-14 2018-09-30 13F EVERGY COM 30034W106 1,097,915 0 61,648
2018-08-14 2018-06-30 13F EVERGY COM 30034W106 1,097,915 1,097,915 61,648 0.0621
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.