Evergy, Inc.
MX ˙ BMV ˙ US30034W1062
SecurityMX:EVRG / Evergy, Inc.
InstitutionBalyasny Asset Management Llc
Latest Disclosed Ownership200,696 shares
Latest Disclosed Value $ 16,441,016
Balyasny Asset Management Llc reports 34.33% decrease in ownership of EVRG / Evergy, Inc.

On May 15, 2026 - Balyasny Asset Management Llc filed a 13F-HR form disclosing ownership of 200,696 shares of Evergy, Inc. (MX:EVRG) valued at $16,441,016 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 305,617 shares of Evergy, Inc.. This represents a change in shares of -34.33% 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 200,696 -104,921 -34.33 16,441 -25.79 0.0213
2026-02-17 2025-12-31 13F EVERGY COM 30034W106 305,617 -498,513 -61.99 22,154 -63.76 0.0281
2025-11-14 2025-09-30 13F EVERGY COM 30034W106 804,130 271,099 50.86 61,130 66.38 0.0775
2025-08-14 2025-06-30 13F EVERGY COM 30034W106 533,031 -654,979 -55.13 36,742 -55.15 0.0553
2025-05-15 2025-03-31 13F EVERGY COM 30034W106 1,188,010 340,616 40.20 81,913 57.05 0.1354
2025-02-14 2024-12-31 13F EVERGY COM 30034W106 847,394 -112,115 -11.68 52,157 -12.34 0.0777
2024-11-14 2024-09-30 13F EVERGY COM 30034W106 959,509 -419,816 -30.44 59,499 -18.56 0.0971
2024-08-14 2024-06-30 13F EVERGY COM 30034W106 1,379,325 197,629 16.72 73,063 15.83 0.1279
2024-05-13 2024-03-31 13F EVERGY COM 30034W106 1,181,696 -539,219 -31.33 63,079 -29.78 0.1102
2024-02-14 2023-12-31 13F EVERGY COM 30034W106 1,720,915 1,720,915 89,832 0.1687
2023-11-14 2023-09-30 13F EVERGY COM 30034W106 0 -1,141,134 -100.00 0 -100.00
2023-08-14 2023-06-30 13F EVERGY COM 30034W106 1,141,134 1,109,250 3,479.02 66,665 3,322.23 0.1466
2023-05-15 2023-03-31 13F EVERGY COM 30034W106 31,884 -440,048 -93.24 1,949 -93.44 0.0049
2023-02-14 2022-12-31 13F EVERGY COM 30034W106 471,932 471,932 29,699 0.0813
2022-11-15 2022-09-30 13F EVERGY COM 30034W106 0 -150,163 -100.00 0 -100.00
2022-08-15 2022-06-30 13F EVERGY COM 30034W106 150,163 150,163 9,798 0.0319
2022-05-16 2022-03-31 13F EVERGY COM 30034W106 0 -8,214 -100.00 0 -100.00
2022-02-14 2021-12-31 13F EVERGY COM 30034W106 8,214 -54,371 -86.88 564 -85.51 0.0019
2021-12-01 2021-09-30 13F/A-1 EVERGY COM 30034W106 62,585 52,132 498.73 3,893 515.98 0.0162
2021-11-15 2021-09-30 13F EVERGY COM 30034W106 62,585 52,132 3,893 0.0160
2021-08-16 2021-06-30 13F EVERGY COM 30034W106 10,453 10,453 632 0.0030
2021-05-17 2021-03-31 13F EVERGY COM 30034W106 0 -45,172 -100.00 0 -100.00
2021-02-16 2020-12-31 13F EVERGY COM 30034W106 45,172 -95,059 -67.79 2,507 -64.82 0.0139
2020-11-16 2020-09-30 13F EVERGY COM 30034W106 140,231 140,231 210.44 7,127 184.28 0.0522
2020-05-15 2020-03-31 13F EVERGY COM 30034W106 0 -35,768 -100.00 0 -100.00
2020-02-14 2019-12-31 13F EVERGY COM 30034W106 35,768 -81,518 -69.50 2,328 -70.18 0.0138
2019-11-14 2019-09-30 13F EVERGY COM 30034W106 117,286 -62,947 -34.93 7,807 -27.99 0.0537
2019-08-14 2019-06-30 13F EVERGY COM 30034W106 180,233 13,238 7.93 10,841 11.83 0.0693
2019-05-15 2019-03-31 13F EVERGY COM 30034W106 166,995 131,477 370.17 9,694 380.85 0.0645
2019-02-14 2018-12-31 13F EVERGY COM 30034W106 35,518 -889,408 -96.16 2,016 -96.03 0.0145
2018-11-14 2018-09-30 13F EVERGY COM 30034W106 924,926 -1,854,124 -66.72 50,797 -67.45 0.2306
2018-08-14 2018-06-30 13F EVERGY COM 30034W106 2,779,050 2,779,050 156,044 0.7084
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.