Evergy, Inc.
MX ˙ BMV ˙ US30034W1062
SecurityMX:EVRG / Evergy, Inc.
InstitutionBoston Private Wealth Llc
Latest Disclosed Ownership51,775 shares
Latest Disclosed Value $ 4,241,377
Boston Private Wealth Llc reports 69.40% increase in ownership of EVRG / Evergy, Inc.

On April 17, 2026 - Boston Private Wealth Llc filed a 13F-HR form disclosing ownership of 51,775 shares of Evergy, Inc. (MX:EVRG) valued at $4,241,377 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 4, 2026 disclosing 30,563 shares of Evergy, Inc.. This represents a change in shares of 69.40% 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)
2026-04-17 2026-03-31 13F EVERGY COM 30034W106 51,775 21,212 69.40 4,241 91.47 0.2794
2026-02-04 2025-12-31 13F EVERGY COM 30034W106 30,563 14,066 85.26 2,216 76.63 0.1306
2025-11-06 2025-09-30 13F EVERGY COM 30034W106 16,497 2,510 17.95 1,254 30.08 0.0675
2025-08-14 2025-06-30 13F EVERGY COM 30034W106 13,987 12,582 895.52 964 904.17 0.0517
2025-05-14 2025-03-31 13F EVERGY COM 30034W106 1,405 1,405 97 0.0040
2020-08-05 2020-06-30 13F Evergy COM 30034W106 0 -5,366 -100.00 0 -100.00
2020-05-11 2020-03-31 13F Evergy COM 30034W106 5,366 -7,389 -57.93 295 -64.46 0.0072
2020-02-13 2019-12-31 13F Evergy COM 30034W106 12,755 -2,049 -13.84 830 -15.74 0.0151
2019-11-01 2019-09-30 13F Evergy COM 30034W106 14,804 -868 -5.54 985 4.45 0.0196
2019-07-10 2019-06-30 13F Evergy COM 30034W106 15,672 -1,189 -7.05 943 -3.68 0.0317
2019-05-14 2019-03-31 13F Evergy COM 30034W106 16,861 -799 -4.52 979 -2.39 0.0387
2019-02-14 2018-12-31 13F Evergy COM 30034W106 17,660 -2,197 -11.06 1,003 -8.07 0.0428
2018-11-13 2018-09-30 13F Evergy COM 30034W106 19,857 -319 -1.58 1,091 -3.71 0.0386
2018-08-14 2018-06-30 13F Evergy COM 30034W106 20,176 20,176 1,133 0.0434
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.