Evergy, Inc.
MX ˙ BMV ˙ US30034W1062
SecurityMX:EVRG / Evergy, Inc.
InstitutionEnvestnet Asset Management Inc
Latest Disclosed Ownership1,131,602 shares
Latest Disclosed Value $ 92,700,870
Envestnet Asset Management Inc reports 2.79% increase in ownership of EVRG / Evergy, Inc.

On May 4, 2026 - Envestnet Asset Management Inc filed a 13F-HR form disclosing ownership of 1,131,602 shares of Evergy, Inc. (MX:EVRG) valued at $92,700,870 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 10, 2026 disclosing 1,100,841 shares of Evergy, Inc.. This represents a change in shares of 2.79% 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)
2026-05-04 2026-03-31 13F EVERGY COM 30034W106 1,131,602 30,761 2.79 92,701 16.17 0.0248
2026-02-10 2025-12-31 13F EVERGY COM 30034W106 1,100,841 97,225 9.69 79,800 4.59 0.0237
2025-11-05 2025-09-30 13F EVERGY COM 30034W106 1,003,616 579,531 136.65 76,295 160.99 0.0220
2025-08-01 2025-06-30 13F EVERGY COM 30034W106 424,085 119,889 39.41 29,232 39.37 0.0085
2025-04-29 2025-03-31 13F EVERGY COM 30034W106 304,196 -26,890 -8.12 20,974 2.92 0.0068
2025-02-13 2024-12-31 13F EVERGY COM 30034W106 331,086 9,514 2.96 20,378 2.20 0.0065
2024-11-07 2024-09-30 13F EVERGY COM 30034W106 321,572 13,775 4.48 19,941 22.30 0.0064
2024-08-08 2024-06-30 13F EVERGY COM 30034W106 307,797 35,940 13.22 16,304 12.36 0.0057
2024-05-13 2024-03-31 13F EVERGY COM 30034W106 271,857 -332,445 -55.01 14,512 -54.00 0.0054
2024-02-13 2023-12-31 13F EVERGY COM 30034W106 604,302 -56,787 -8.59 31,545 -5.89 0.0130
2023-11-13 2023-09-30 13F EVERGY COM 30034W106 661,089 95,129 16.81 33,517 1.37 0.0153
2023-08-04 2023-06-30 13F EVERGY COM 30034W106 565,960 -40,911 -6.74 33,063 -3.83 0.0147
2023-05-11 2023-03-31 13F EVERGY COM 30034W106 606,871 77,062 14.55 34,381 3.12 0.0165
2023-02-07 2022-12-31 13F EVERGY COM 30034W106 529,809 -5,218 -0.98 33,341 4.91 0.0173
2022-11-10 2022-09-30 13F EVERGY COM 30034W106 535,027 41,882 8.49 31,781 -1.23 0.0181
2022-08-03 2022-06-30 13F EVERGY COM 30034W106 493,145 79,470 19.21 32,178 13.82 0.0180
2022-05-04 2022-03-31 13F EVERGY COM 30034W106 413,675 29,231 7.60 28,271 7.18 0.0142
2022-02-04 2021-12-31 13F EVERGY COM 30034W106 384,444 300,878 360.05 26,377 407.45 0.0130
2021-10-07 2021-09-30 13F EVERGY COM 30034W106 83,566 14,713 21.37 5,198 24.92 0.0029
2021-08-04 2021-06-30 13F EVERGY COM 30034W106 68,853 1,510 2.24 4,161 3.79 0.0024
2021-05-04 2021-03-31 13F EVERGY COM 30034W106 67,343 597 0.89 4,009 8.21 0.0026
2021-02-02 2020-12-31 13F EVERGY COM 30034W106 66,746 9,719 17.04 3,705 27.85 0.0028
2020-10-09 2020-09-30 13F EVERGY COM 30034W106 57,027 44,074 340.26 2,898 277.34 0.0026
2020-07-08 2020-06-30 13F EVERGY COM 30034W106 12,953 2,676 26.04 768 35.69 0.0008
2020-04-23 2020-03-31 13F EVERGY COM 30034W106 10,277 -7,926 -43.54 566 -52.24 0.0007
2020-02-11 2019-12-31 13F EVERGY COM 30034W106 18,203 -16,884 -48.12 1,185 -49.25 0.0013
2019-10-17 2019-09-30 13F EVERGY COM 30034W106 35,087 2,869 8.90 2,335 20.49 0.0026
2019-08-02 2019-06-30 13F EVERGY COM 30034W106 32,218 3,155 10.86 1,938 14.88 0.0024
2019-05-10 2019-03-31 13F EVERGY COM 30034W106 29,063 -16,751 -36.56 1,687 -35.14 0.0023
2019-02-12 2018-12-31 13F EVERGY COM 30034W106 45,814 45,814 2,601 0.0040
2018-11-14 2018-09-30 13F EVERGY COM 30034W106 0 -886 -100.00 0 -100.00
2018-08-10 2018-06-30 13F EVERGY COM 30034W106 886 886 50 0.0001
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.