Evergy, Inc.
MX ˙ BMV ˙ US30034W1062
SecurityMX:EVRG / Evergy, Inc.
InstitutionBlair William & Co/il
Latest Disclosed Ownership6,456 shares
Latest Disclosed Value $ 528,838
Blair William & Co/il reports 9.27% decrease in ownership of EVRG / Evergy, Inc.

On May 8, 2026 - Blair William & Co/il filed a 13F-HR form disclosing ownership of 6,456 shares of Evergy, Inc. (MX:EVRG) valued at $528,838 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 7,116 shares of Evergy, Inc.. This represents a change in shares of -9.27% 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)
2026-05-08 2026-03-31 13F EVERGY COM 30034W106 6,456 -660 -9.27 529 2.52 0.0015
2026-02-17 2025-12-31 13F EVERGY COM 30034W106 7,116 476 7.17 516 2.18 0.0014
2025-11-12 2025-09-30 13F EVERGY COM 30034W106 6,640 -2,186 -24.77 505 -17.11 0.0013
2025-07-24 2025-06-30 13F EVERGY COM 30034W106 8,826 -117 -1.31 608 -1.30 0.0017
2025-05-09 2025-03-31 13F EVERGY COM 30034W106 8,943 -1,506 -14.41 617 -4.20 0.0019
2025-02-12 2024-12-31 13F EVERGY COM 30034W106 10,449 -162 -1.53 643 -2.28 0.0019
2024-11-12 2024-09-30 13F EVERGY COM 30034W106 10,611 -97 -0.91 658 16.05 0.0019
2024-08-12 2024-06-30 13F EVERGY COM 30034W106 10,708 137 1.30 567 0.53 0.0017
2024-05-09 2024-03-31 13F EVERGY COM 30034W106 10,571 443 4.37 564 6.82 0.0018
2024-02-12 2023-12-31 13F EVERGY COM 30034W106 10,128 -526 -4.94 529 -2.22 0.0018
2023-11-09 2023-09-30 13F EVERGY COM 30034W106 10,654 147 1.40 540 -11.91 0.0021
2023-08-11 2023-06-30 13F EVERGY COM 30034W106 10,507 -438 -4.00 614 -8.23 0.0022
2023-05-12 2023-03-31 13F EVERGY COM 30034W106 10,945 0 0.00 669 -2.91 0.0027
2023-02-10 2022-12-31 13F EVERGY COM 30034W106 10,945 -1,415 -11.45 689 -6.27 0.0030
2022-11-09 2022-09-30 13F EVERGY COM 30034W106 12,360 -766 -5.84 734 -14.25 0.0034
2022-08-10 2022-06-30 13F EVERGY COM 30034W106 13,126 504 3.99 856 -0.81 0.0038
2022-05-13 2022-03-31 13F EVERGY COM 30034W106 12,622 657 5.49 863 5.12 0.0030
2022-02-14 2021-12-31 13F EVERGY COM 30034W106 11,965 1,547 14.85 821 26.70 0.0026
2021-11-12 2021-09-30 13F EVERGY COM 30034W106 10,418 -399 -3.69 648 -0.92 0.0022
2021-08-12 2021-06-30 13F EVERGY COM 30034W106 10,817 1,032 10.55 654 12.18 0.0023
2021-05-13 2021-03-31 13F EVERGY COM 30034W106 9,785 975 11.07 583 19.22 0.0022
2021-02-09 2020-12-31 13F EVERGY COM 30034W106 8,810 1,666 23.32 489 34.71 0.0018
2020-11-06 2020-09-30 13F EVERGY COM 30034W106 7,144 -478 -6.27 363 -19.69 0.0015
2020-08-12 2020-06-30 13F EVERGY COM 30034W106 7,622 88 1.17 452 8.92 0.0022
2020-05-11 2020-03-31 13F EVERGY COM 30034W106 7,534 -1,500 -16.60 415 -29.42 0.0026
2020-02-13 2019-12-31 13F EVERGY COM 30034W106 9,034 1,264 16.27 588 13.73 0.0030
2019-11-12 2019-09-30 13F EVERGY COM 30034W106 7,770 51 0.66 517 11.42 0.0030
2019-08-13 2019-06-30 13F EVERGY COM 30034W106 7,719 -29 -0.37 464 3.11 0.0027
2019-05-14 2019-03-31 13F EVERGY COM 30034W106 7,748 125 1.64 450 3.93 0.0027
2019-02-14 2018-12-31 13F EVERGY COM 30034W106 7,623 -674 -8.12 433 -5.04 0.0032
2018-11-13 2018-09-30 13F EVERGY COM 30034W106 8,297 -1,286 -13.42 456 -15.24 0.0028
2018-08-13 2018-06-30 13F EVERGY COM 30034W106 9,583 9,583 538 0.0037
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.