Evergy, Inc.
MX ˙ BMV ˙ US30034W1062
SecurityMX:EVRG / Evergy, Inc.
InstitutionClearbridge Investments, LLC
Latest Disclosed Ownership63,652 shares
Latest Disclosed Value $ 5,214,372
Clearbridge Investments, LLC reports 0.17% increase in ownership of EVRG / Evergy, Inc.

On May 13, 2026 - Clearbridge Investments, LLC filed a 13F-HR form disclosing ownership of 63,652 shares of Evergy, Inc. (MX:EVRG) valued at $5,214,372 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 11, 2026 disclosing 63,542 shares of Evergy, Inc.. This represents a change in shares of 0.17% 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)
2026-05-13 2026-03-31 13F Evergy COM 30034W106 63,652 110 0.17 5,214 13.20 0.0045
2026-02-11 2025-12-31 13F Evergy COM 30034W106 63,542 1,935 3.14 4,606 -1.64 0.0037
2025-11-13 2025-09-30 13F Evergy COM 30034W106 61,607 3,438 5.91 4,683 16.81 0.0035
2025-08-12 2025-06-30 13F Evergy COM 30034W106 58,169 18,507 46.66 4,010 46.63 0.0033
2025-05-13 2025-03-31 13F Evergy COM 30034W106 39,662 7,355 22.77 2,735 37.53 0.0024
2025-02-12 2024-12-31 13F Evergy COM 30034W106 32,307 5,681 21.34 1,988 20.41 0.0016
2024-11-12 2024-09-30 13F Evergy COM 30034W106 26,626 1,614 6.45 1,651 24.70 0.0013
2024-08-27 2024-06-30 13F/A-1 Evergy COM 30034W106 25,012 -4,807 -16.12 1,325 -16.78 0.0011
2024-08-14 2024-06-30 13F Evergy COM 30034W106 25,012 -4,807 1,325 0.0011
2024-05-13 2024-03-31 13F Evergy COM 30034W106 29,819 -5,820 -16.33 1,592 -14.46 0.0013
2024-02-09 2023-12-31 13F Evergy COM 30034W106 35,639 -4,568 -11.36 1,860 -8.73 0.0016
2023-11-13 2023-09-30 13F Evergy COM 30034W106 40,207 1,254 3.22 2,038 -10.42 0.0020
2023-08-11 2023-06-30 13F Evergy COM 30034W106 38,953 -1,329 -3.30 2,276 -7.60 0.0021
2023-05-12 2023-03-31 13F Evergy COM 30034W106 40,282 64 0.16 2,462 -2.69 0.0024
2023-02-10 2022-12-31 13F Evergy COM 30034W106 40,218 240 0.60 2,531 6.53 0.0025
2022-11-14 2022-09-30 13F Evergy COM 30034W106 39,978 13,100 48.74 2,375 35.40 0.0024
2022-08-11 2022-06-30 13F Evergy COM 30034W106 26,878 -1,196 -4.26 1,754 -8.60 0.0016
2022-05-13 2022-03-31 13F Evergy COM 30034W106 28,074 -10 -0.04 1,919 -0.42 0.0014
2022-02-11 2021-12-31 13F Evergy COM 30034W106 28,084 -5 -0.02 1,927 10.30 0.0013
2021-11-12 2021-09-30 13F Evergy COM 30034W106 28,089 285 1.03 1,747 3.99 0.0012
2021-08-13 2021-06-30 13F Evergy COM 30034W106 27,804 4,560 19.62 1,680 21.39 0.0012
2021-05-13 2021-03-31 13F Evergy COM 30034W106 23,244 -410 -1.73 1,384 5.41 0.0010
2021-02-10 2020-12-31 13F Evergy COM 30034W106 23,654 -334 -1.39 1,313 7.71 0.0010
2020-11-12 2020-09-30 13F Evergy COM 30034W106 23,988 -12,521 -34.30 1,219 -43.70 0.0010
2020-08-14 2020-06-30 13F EVERGY COM 30034W106 36,509 1,108 3.13 2,165 11.08 0.0020
2020-05-22 2020-03-31 13F/A-1 EVERGY COM 30034W106 35,401 -502 -1.40 1,949 -14.44 0.0021
2020-05-15 2020-03-31 13F EVERGY COM 30034W106 35,401 -502 1,949 2,112.7707
2020-02-14 2019-12-31 13F EVERGY COM 30034W106 35,903 -37 -0.10 2,278 -4.77 0.0019
2019-11-14 2019-09-30 13F EVERGY COM 30034W106 35,940 491 1.39 2,392 12.20 0.0021
2019-08-14 2019-06-30 13F EVERGY COM 30034W106 35,449 205 0.58 2,132 4.20 0.0018
2019-05-15 2019-03-31 13F EVERGY COM 30034W106 35,244 -471 -1.32 2,046 0.89 0.0018
2019-02-14 2018-12-31 13F EVERGY COM 30034W106 35,715 165 0.46 2,028 3.89 0.0021
2018-11-28 2018-09-30 13F/A-1 EVERGY COM 30034W106 35,550 -1,153 -3.14 1,952 -5.29 0.0017
2018-11-14 2018-09-30 13F EVERGY COM 30034W106 35,550 -1,153 1,952
2018-08-14 2018-06-30 13F EVERGY COM 30034W106 36,703 36,703 2,061 0.0017
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.