Evergy, Inc.
MX ˙ BMV ˙ US30034W1062
SecurityMX:EVRG / Evergy, Inc.
InstitutionBoothbay Fund Management, Llc
Latest Disclosed Ownership11,322 shares
Latest Disclosed Value $ 927,498
Boothbay Fund Management, Llc reports 1.83% increase in ownership of EVRG / Evergy, Inc.

On May 15, 2026 - Boothbay Fund Management, Llc filed a 13F-HR form disclosing ownership of 11,322 shares of Evergy, Inc. (MX:EVRG) valued at $927,498 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 11,119 shares of Evergy, Inc.. This represents a change in shares of 1.83% 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 11,322 203 1.83 927 15.01 0.0120
2026-02-17 2025-12-31 13F EVERGY COM 30034W106 11,119 11,119 806 0.0120
2024-02-14 2023-12-31 13F EVERGY COM 30034W106 0 -11,852 -100.00 0 -100.00
2023-11-14 2023-09-30 13F EVERGY COM 30034W106 11,852 7,362 163.96 601 129.01 0.0143
2023-08-14 2023-06-30 13F EVERGY COM 30034W106 4,490 4,490 262 0.0058
2023-02-14 2022-12-31 13F EVERGY COM 30034W106 0 -49,620 -100.00 0 -100.00
2022-11-14 2022-09-30 13F EVERGY COM 30034W106 49,620 8,478 20.61 2,947 9.76 0.0736
2022-08-15 2022-06-30 13F EVERGY COM 30034W106 41,142 23,142 128.57 2,685 118.29 0.0707
2022-05-16 2022-03-31 13F EVERGY COM 30034W106 18,000 13,558 305.22 1,230 303.28 0.0286
2022-02-14 2021-12-31 13F EVERGY COM 30034W106 4,442 4,442 305 0.0072
2020-11-16 2020-09-30 13F EVERGY COM 30034W106 0 -9,207 -100.00 0 -100.00
2020-08-14 2020-06-30 13F EVERGY COM 30034W106 9,207 -919 -9.08 546 -1.97 0.0373
2020-05-15 2020-03-31 13F EVERGY COM 30034W106 10,126 10,126 557 0.0462
2019-11-14 2019-09-30 13F EVERGY COM 30034W106 0 -12,161 -100.00 0 -100.00
2019-08-14 2019-06-30 13F EVERGY COM 30034W106 12,161 -5,230 -30.07 731 -27.62 0.0665
2019-05-15 2019-03-31 13F EVERGY COM 30034W106 17,391 2,847 19.58 1,010 22.28 0.0979
2019-02-14 2018-12-31 13F EVERGY COM 30034W106 14,544 3,187 28.06 826 32.37 0.1204
2018-11-14 2018-09-30 13F EVERGY COM 30034W106 11,357 -1,755 -13.38 624 -15.22 0.0617
2018-08-14 2018-06-30 13F EVERGY COM 30034W106 13,112 13,112 736 0.0641
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.