Evergy, Inc.
MX ˙ BMV ˙ US30034W1062
SecurityMX:EVRG / Evergy, Inc.
InstitutionArizona State Retirement System
Latest Disclosed Ownership62,555 shares
Latest Disclosed Value $ 5,124,506
Arizona State Retirement System reports 0.88% decrease in ownership of EVRG / Evergy, Inc.

On May 1, 2026 - Arizona State Retirement System filed a 13F-HR form disclosing ownership of 62,555 shares of Evergy, Inc. (MX:EVRG) valued at $5,124,506 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 28, 2026 disclosing 63,108 shares of Evergy, Inc.. This represents a change in shares of -0.88% 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.

Upgrade to unlock premium data and export to Excel .

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)
2026-05-01 2026-03-31 13F EVERGY COM 30034W106 62,555 -553 -0.88 5,125 12.02 0.0300
2026-01-28 2025-12-31 13F EVERGY COM 30034W106 63,108 -4,573 -6.76 4,575 -11.10 0.0249
2025-11-03 2025-09-30 13F EVERGY COM 30034W106 67,681 463 0.69 5,145 11.05 0.0274
2025-08-13 2025-06-30 13F EVERGY COM 30034W106 67,218 731 1.10 4,633 1.07 0.0267
2025-05-01 2025-03-31 13F EVERGY COM 30034W106 66,487 -294 -0.44 4,584 11.53 0.0292
2025-02-06 2024-12-31 13F EVERGY COM 30034W106 66,781 906 1.38 4,110 0.64 0.0251
2024-11-12 2024-09-30 13F EVERGY COM 30034W106 65,875 2,768 4.39 4,085 22.20 0.0258
2024-08-05 2024-06-30 13F EVERGY COM 30034W106 63,107 -77 -0.12 3,343 -0.89 0.0223
2024-05-07 2024-03-31 13F EVERGY COM 30034W106 63,184 53 0.08 3,373 2.34 0.0233
2024-01-24 2023-12-31 13F EVERGY COM 30034W106 63,131 470 0.75 3,295 3.75 0.0250
2023-11-07 2023-09-30 13F EVERGY COM 30034W106 62,661 6 0.01 3,177 -13.22 0.0270
2023-08-01 2023-06-30 13F EVERGY COM 30034W106 62,655 -4,078 -6.11 3,660 -10.25 0.0297
2023-04-27 2023-03-31 13F EVERGY COM 30034W106 66,733 1,765 2.72 4,079 -0.24 0.0366
2023-02-08 2022-12-31 13F EVERGY COM 30034W106 64,968 1,961 3.11 4,088 9.22 0.0395
2022-11-07 2022-09-30 13F EVERGY COM 30034W106 63,007 -992 -1.55 3,743 -10.37 0.0387
2022-07-28 2022-06-30 13F EVERGY COM 30034W106 63,999 171 0.27 4,176 -4.26 0.0405
2022-05-04 2022-03-31 13F EVERGY COM 30034W106 63,828 1,398 2.24 4,362 1.84 0.0351
2022-02-04 2021-12-31 13F EVERGY COM 30034W106 62,430 -1,911 -2.97 4,283 7.02 0.0326
2021-11-12 2021-09-30 13F EVERGY COM 30034W106 64,341 228 0.36 4,002 3.30 0.0327
2021-08-02 2021-06-30 13F EVERGY COM 30034W106 64,113 -1,288 -1.97 3,874 -0.49 0.0315
2021-05-06 2021-03-31 13F EVERGY COM 30034W106 65,401 358 0.55 3,893 7.81 0.0340
2021-01-28 2020-12-31 13F EVERGY COM 30034W106 65,043 -3,951 -5.73 3,611 2.99 0.0328
2020-11-05 2020-09-30 13F EVERGY COM 30034W106 68,994 15,907 29.96 3,506 11.37 0.0349
2020-08-04 2020-06-30 13F EVERGY COM 30034W106 53,087 -94,152 -63.95 3,148 -61.16 0.0444
2020-05-05 2020-03-31 13F EVERGY COM 30034W106 147,239 -27,157 -15.57 8,106 -28.59 0.1393
2020-01-27 2019-12-31 13F EVERGY COM 30034W106 174,396 -5,289 -2.94 11,351 -5.09 0.1367
2019-10-31 2019-09-30 13F EVERGY COM 30034W106 179,685 -4,885 -2.65 11,960 7.73 0.1459
2019-07-25 2019-06-30 13F EVERGY COM 30034W106 184,570 -4,878 -2.57 11,102 0.95 0.1285
2019-04-29 2019-03-31 13F EVERGY COM 30034W106 189,448 -20,067 -9.58 10,997 -7.54 0.1308
2019-01-28 2018-12-31 13F EVERGY COM 30034W106 209,515 -15,665 -6.96 11,894 -3.82 0.1530
2018-10-29 2018-09-30 13F EVERGY COM 30034W106 225,180 52,728 30.58 12,367 27.72 0.1167
2018-08-07 2018-06-30 13F EVERGY COM 30034W106 172,452 172,452 9,683 0.0974
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.