Evergy, Inc.
MX ˙ BMV ˙ US30034W1062
SecurityMX:EVRG / Evergy, Inc.
InstitutionCbre Clarion Securities Llc
Latest Disclosed Ownership1,389,642 shares
Latest Disclosed Value $ 113,839,473
Cbre Clarion Securities Llc ownership in EVRG / Evergy, Inc.

On May 14, 2026 - Cbre Clarion Securities Llc filed a 13F-HR form disclosing ownership of 1,389,642 shares of Evergy, Inc. (MX:EVRG) valued at $113,839,473 USD as of March 31, 2026. The entity filed a previous 13F-HR on November 13, 2025 disclosing 0 shares of Evergy, Inc..

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)
2026-05-14 2026-03-31 13F Evergy COM 30034W106 1,389,642 1,389,642 113,839 1.6875
2025-11-13 2025-09-30 13F Evergy COM 30034W106 0 -931,841 -100.00 0 -100.00
2025-08-06 2025-06-30 13F Evergy COM 30034W106 931,841 86,555 10.24 64,232 10.21 0.9739
2025-05-14 2025-03-31 13F Evergy COM 30034W106 845,286 -362,542 -30.02 58,282 -21.60 0.8919
2025-02-06 2024-12-31 13F Evergy COM 30034W106 1,207,828 107,305 9.75 74,342 8.94 1.3167
2024-11-14 2024-09-30 13F Evergy COM 30034W106 1,100,523 559,738 103.50 68,243 138.24 1.0850
2024-08-13 2024-06-30 13F Evergy COM 30034W106 540,785 540,785 28,645 0.5242
2020-02-14 2019-12-31 13F Evergy COM 30034W106 0 -103,251 -100.00 0 -100.00
2019-11-12 2019-09-30 13F Evergy COM 30034W106 103,251 4,155 4.19 6,872 15.28 0.1474
2019-08-12 2019-06-30 13F Evergy COM 30034W106 99,096 12,905 14.97 5,961 19.15 0.1254
2019-05-14 2019-03-31 13F Evergy COM 30034W106 86,191 29,085 50.93 5,003 54.32 0.0818
2019-02-12 2018-12-31 13F Evergy COM 30034W106 57,106 5,700 11.09 3,242 14.84 0.0528
2018-11-14 2018-09-30 13F Evergy COM 30034W106 51,406 8,246 19.11 2,823 16.51 0.0384
2018-08-10 2018-06-30 13F Evergy COM 30034W106 43,160 43,160 2,423 0.0316
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.