Evergy, Inc.
MX ˙ BMV ˙ US30034W1062
SecurityMX:EVRG / Evergy, Inc.
InstitutionAtria Investments Llc
Latest Disclosed Ownership11,099 shares
Latest Disclosed Value $ 909,225
Atria Investments Llc reports 11.03% increase in ownership of EVRG / Evergy, Inc.

On May 5, 2026 - Atria Investments Llc filed a 13F-HR form disclosing ownership of 11,099 shares of Evergy, Inc. (MX:EVRG) valued at $909,225 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 5, 2026 disclosing 9,996 shares of Evergy, Inc.. This represents a change in shares of 11.03% 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)
2026-05-05 2026-03-31 13F EVERGY COM 30034W106 11,099 1,103 11.03 909 25.55 0.0102
2026-02-05 2025-12-31 13F EVERGY COM 30034W106 9,996 2,077 26.23 725 20.47 0.0082
2025-11-06 2025-09-30 13F EVERGY COM 30034W106 7,919 -555 -6.55 602 2.91 0.0069
2025-08-04 2025-06-30 13F EVERGY COM 30034W106 8,474 -24 -0.28 584 -0.17 0.0069
2025-05-06 2025-03-31 13F EVERGY COM 30034W106 8,498 482 6.01 586 18.66 0.0075
2025-02-06 2024-12-31 13F EVERGY COM 30034W106 8,016 4,030 101.10 493 99.60 0.0061
2024-11-01 2024-09-30 13F EVERGY COM 30034W106 3,986 -257 -6.06 247 10.27 0.0031
2024-08-13 2024-06-30 13F EVERGY COM 30034W106 4,243 4,243 225 0.0029
2020-05-15 2020-03-31 13F EVERGY COM 30034W106 0 -7,057 -100.00 0 -100.00
2020-02-11 2019-12-31 13F EVERGY COM 30034W106 7,057 3,913 124.46 459 119.62 0.0124
2019-11-14 2019-09-30 13F EVERGY COM 30034W106 3,144 3,144 209 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.