Evergy, Inc.
MX ˙ BMV ˙ US30034W1062
SecurityMX:EVRG / Evergy, Inc.
InstitutionEmpower Advisory Group, LLC
Latest Disclosed Ownership1,068,450 shares
Latest Disclosed Value $ 87,527,439
Empower Advisory Group, LLC reports 5.36% increase in ownership of EVRG / Evergy, Inc.

On May 14, 2026 - Empower Advisory Group, LLC filed a 13F-HR form disclosing ownership of 1,068,450 shares of Evergy, Inc. (MX:EVRG) valued at $87,527,439 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 12, 2026 disclosing 1,014,134 shares of Evergy, Inc.. This represents a change in shares of 5.36% 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)
2026-05-14 2026-03-31 13F EVERGY COM 30034W106 1,068,450 54,316 5.36 87,527 19.06 0.2272
2026-02-12 2025-12-31 13F EVERGY COM 30034W106 1,014,134 -41,480 -3.93 73,515 -8.39 0.1985
2025-11-14 2025-09-30 13F EVERGY COM 30034W106 1,055,614 -205,363 -16.29 80,248 -7.68 0.2224
2025-08-08 2025-06-30 13F EVERGY COM 30034W106 1,260,977 33,746 2.75 86,919 2.72 0.2603
2025-05-09 2025-03-31 13F EVERGY COM 30034W106 1,227,231 34,267 2.87 84,618 15.24 0.2762
2025-01-31 2024-12-31 13F EVERGY COM 30034W106 1,192,964 45,439 3.96 73,427 3.19 0.2473
2024-11-05 2024-09-30 13F EVERGY COM 30034W106 1,147,525 42,829 3.88 71,158 21.61 0.2406
2024-07-25 2024-06-30 13F EVERGY COM 30034W106 1,104,696 37,398 3.50 58,516 2.71 0.2172
2024-05-02 2024-03-31 13F EVERGY COM 30034W106 1,067,298 143,422 15.52 56,972 18.14 0.2133
2024-02-07 2023-12-31 13F EVERGY COM 30034W106 923,876 106,960 13.09 48,226 16.44 0.1899
2023-11-06 2023-09-30 13F EVERGY COM 30034W106 816,916 -70,196 -7.91 41,418 -20.08 0.1831
2023-08-10 2023-06-30 13F EVERGY COM 30034W106 887,112 21,107 2.44 51,825 -1.00 0.2235
2023-05-25 2023-03-31 13F EVERGY COM 30034W106 866,005 866,005 52,350 0.2351
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.