Evergy, Inc.
MX ˙ BMV ˙ US30034W1062
SecurityMX:EVRG / Evergy, Inc.
InstitutionDeutsche Bank Ag\
Latest Disclosed Ownership1,238,709 shares
Latest Disclosed Value $ 101,475,040
Deutsche Bank Ag\ reports 106.25% increase in ownership of EVRG / Evergy, Inc.

On May 6, 2026 - Deutsche Bank Ag\ filed a 13F-HR form disclosing ownership of 1,238,709 shares of Evergy, Inc. (MX:EVRG) valued at $101,475,040 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 11, 2026 disclosing 600,597 shares of Evergy, Inc.. This represents a change in shares of 106.25% 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)
2026-05-06 2026-03-31 13F EVERGY COM 30034W106 1,238,709 638,112 106.25 101,475 133.08 0.0065
2026-02-11 2025-12-31 13F EVERGY COM 30034W106 600,597 -147,166 -19.68 43,537 -23.41 0.0142
2025-11-13 2025-09-30 13F EVERGY COM 30034W106 747,763 107,619 16.81 56,845 28.82 0.0190
2025-08-12 2025-06-30 13F EVERGY COM 30034W106 640,144 -145,764 -18.55 44,125 -18.57 0.0162
2025-05-09 2025-03-31 13F EVERGY COM 30034W106 785,908 35,847 4.78 54,188 17.38 0.0215
2025-06-30 2024-12-31 13F/A-1 EVERGY COM 30034W106 750,061 192,971 34.64 46,166 33.64 0.0181
2025-02-14 2024-12-31 13F EVERGY COM 30034W106 750,061 192,971 46,166 0.0180
2025-06-26 2024-09-30 13F/A-1 EVERGY COM 30034W106 557,090 18,536 3.44 34,545 21.10 0.0141
2024-11-13 2024-09-30 13F EVERGY COM 30034W106 557,090 18,536 34,545 0.0141
2025-06-12 2024-06-30 13F/A-1 EVERGY COM 30034W106 538,554 -13,940 -2.52 28,527 -3.27 0.0129
2024-08-14 2024-06-30 13F EVERGY COM 30034W106 538,554 -13,940 28,527 0.0129
2025-06-02 2024-03-31 13F/A-1 EVERGY COM 30034W106 552,494 27,421 5.22 29,492 7.60 0.0137
2024-05-15 2024-03-31 13F EVERGY COM 30034W106 552,494 27,421 29,492 0.0137
2024-02-14 2023-12-31 13F EVERGY COM 30034W106 525,073 16,946 3.33 27,409 6.39 0.0140
2023-11-24 2023-09-30 13F/A-1 EVERGY COM 30034W106 508,127 64,572 14.56 25,762 -0.58 0.0166
2023-11-09 2023-09-30 13F EVERGY COM 30034W106 508,127 64,572 25,762 0.0034
2023-08-14 2023-06-30 13F EVERGY COM 30034W106 443,555 -410,267 -48.05 25,912 -50.35 0.0138
2023-05-15 2023-03-31 13F EVERGY COM 30034W106 853,822 -940,153 -52.41 52,186 -53.78 0.0291
2023-02-13 2022-12-31 13F EVERGY COM 30034W106 1,793,975 1,418,528 377.82 112,895 406.23 0.0650
2022-11-14 2022-09-30 13F EVERGY COM 30034W106 375,447 -40,304 -9.69 22,301 -17.79 0.0135
2022-08-11 2022-06-30 13F EVERGY COM 30034W106 415,751 -87,967 -17.46 27,127 -21.20 0.0151
2022-05-13 2022-03-31 13F EVERGY COM 30034W106 503,718 58,963 13.26 34,423 12.81 0.0161
2022-02-16 2021-12-31 13F/A-1 EVERGY COM 30034W106 444,755 778 0.18 30,514 10.49 0.0137
2022-02-11 2021-12-31 13F EVERGY COM 30034W106 444,755 778 30,514 0.0015
2021-11-04 2021-09-30 13F EVERGY COM 30034W106 443,977 -56,064 -11.21 27,616 -8.61 0.0131
2021-08-11 2021-06-30 13F EVERGY COM 30034W106 500,041 41,077 8.95 30,217 10.60 0.0147
2021-05-13 2021-03-31 13F EVERGY COM 30034W106 458,964 37,602 8.92 27,322 16.81 0.0147
2021-02-16 2020-12-31 13F EVERGY COM 30034W106 421,362 -422,063 -50.04 23,390 -45.43 0.0143
2020-11-12 2020-09-30 13F EVERGY COM 30034W106 843,425 -140,998 -14.32 42,862 -26.56 0.0295
2020-08-13 2020-06-30 13F EVERGY COM 30034W106 984,423 -2,671,225 -73.07 58,366 -71.00 0.0444
2020-05-14 2020-03-31 13F EVERGY COM 30034W106 3,655,648 -52,379 -1.41 201,242 -16.62 0.1797
2020-02-14 2019-12-31 13F EVERGY COM 30034W106 3,708,027 3,183,030 606.29 241,347 590.77 0.1572
2019-11-14 2019-09-30 13F EVERGY COM 30034W106 524,997 99,801 23.47 34,939 36.64 0.0243
2019-08-14 2019-06-30 13F EVERGY COM 30034W106 425,196 -256,432 -37.62 25,570 -35.37 0.0150
2019-05-15 2019-03-31 13F EVERGY COM 30034W106 681,628 -1,599,168 -70.11 39,564 -69.44 0.0236
2019-04-01 2018-12-31 13F/A-1 EVERGY COM 30034W106 2,280,796 -324,457 -12.45 129,475 -9.51 0.0918
2019-02-14 2018-12-31 13F EVERGY COM 30034W106 2,280,796 -153,638 129,475
2021-12-21 2018-09-30 13F/A-1 EVERGY COM 30034W106 2,605,253 -167,540 -6.04 143,081 -8.10 0.0724
2018-11-14 2018-09-30 13F EVERGY COM 30034W106 2,434,434 -338,359 133,694 0.0924
2020-04-21 2018-06-30 13F/A-1 EVERGY COM 30034W106 2,772,793 2,772,793 155,694 0.0775
2018-08-14 2018-06-30 13F EVERGY COM 30034W106 2,573,953 144,522 0.0960
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.