Evergy, Inc.
MX ˙ BMV ˙ US30034W1062
SecurityMX:EVRG / Evergy, Inc.
InstitutionGeneos Wealth Management Inc.
Latest Disclosed Ownership2,565 shares
Latest Disclosed Value $ 210,107
Geneos Wealth Management Inc. reports 0.08% increase in ownership of EVRG / Evergy, Inc.

On May 4, 2026 - Geneos Wealth Management Inc. filed a 13F-HR form disclosing ownership of 2,565 shares of Evergy, Inc. (MX:EVRG) valued at $210,107 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 28, 2026 disclosing 2,563 shares of Evergy, Inc.. This represents a change in shares of 0.08% 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 2,565 2 0.08 210 13.51 0.0049
2026-01-28 2025-12-31 13F EVERGY COM 30034W106 2,563 3 0.12 186 -4.64 0.0045
2025-10-22 2025-09-30 13F EVERGY COM 30034W106 2,560 -1,690 -39.76 195 -33.56 0.0049
2025-08-18 2025-06-30 13F EVERGY COM 30034W106 4,250 325 8.28 293 8.15 0.0072
2025-05-21 2025-03-31 13F/A-1 EVERGY COM 30034W106 3,925 1,247 46.56 271 64.63 0.0091
2025-05-08 2025-03-31 13F EVERGY COM 30034W106 2,442 -236 319 0.0080
2025-01-21 2024-12-31 13F EVERGY COM 30034W106 2,678 1,115 71.34 165 70.83 0.0058
2024-11-14 2024-09-30 13F EVERGY COM 30034W106 1,563 333 27.07 97 47.69 0.0037
2024-07-23 2024-06-30 13F EVERGY COM 30034W106 1,230 3 0.24 65 0.00 0.0029
2024-05-03 2024-03-31 13F EVERGY COM 30034W106 1,227 3 0.25 66 3.17 0.0030
2024-01-26 2023-12-31 13F EVERGY COM 30034W106 1,224 3 0.25 64 3.28 0.0032
2023-10-11 2023-09-30 13F EVERGY COM 30034W106 1,221 82 7.20 62 -7.58 0.0032
2023-08-08 2023-06-30 13F EVERGY COM 30034W106 1,139 -497 -30.38 67 -34.00 0.0035
2023-04-25 2023-03-31 13F EVERGY COM 30034W106 1,636 161 10.92 100 8.70 0.0061
2023-01-31 2022-12-31 13F EVERGY COM 30034W106 1,475 -157 -9.62 93 -4.17 0.0056
2022-11-14 2022-09-30 13F EVERGY COM 30034W106 1,632 -1,218 -42.74 96 -49.47 0.0066
2022-07-22 2022-06-30 13F EVERGY COM 30034W106 2,850 -23 -0.80 190 -3.06 0.0094
2022-05-16 2022-03-31 13F EVERGY COM 30034W106 2,873 -16 -0.55 196 -1.01 0.0084
2022-02-09 2021-12-31 13F EVERGY COM 30034W106 2,889 -2,145 -42.61 198 -36.33 0.0075
2021-11-09 2021-09-30 13F EVERGY COM 30034W106 5,034 -7,806 -60.79 311 -60.63 0.0119
2021-07-08 2021-06-30 13F EVERGY COM 30034W106 12,840 -1,258 -8.92 790 -12.32 0.0308
2021-06-17 2021-03-31 13F EVERGY COM 30034W106 14,098 -2,592 -15.53 901 10.69 0.0251
2021-05-19 2020-12-31 13F EVERGY COM 30034W106 16,690 10,781 182.45 814 174.07 0.0327
2021-09-07 2020-09-30 13F EVERGY COM 30034W106 5,909 -112 -1.86 297 -14.90 0.0154
2021-09-07 2020-06-30 13F EVERGY COM 30034W106 6,021 1,483 32.68 349 33.72 0.0194
2021-09-07 2020-03-31 13F EVERGY COM 30034W106 4,538 -122 -2.62 261 -12.42 0.0175
2021-09-07 2019-12-31 13F EVERGY COM 30034W106 4,660 101 2.22 298 -1.65 0.0159
2021-09-07 2019-09-30 13F EVERGY COM 30034W106 4,559 -410 -8.25 303 1.68 0.0181
2021-09-07 2019-06-30 13F EVERGY COM 30034W106 4,969 3 0.06 298 3.47 0.0185
2021-09-07 2019-03-31 13F EVERGY COM 30034W106 4,966 3 0.06 288 2.86 0.0190
2021-09-07 2018-12-31 13F EVERGY COM 30034W106 4,963 3 0.06 280 2.94 0.0207
2021-09-07 2018-09-30 13F EVERGY COM 30034W106 4,960 -906 -15.44 272 -17.33 0.0181
2021-09-07 2018-06-30 13F EVERGY COM 30034W106 5,866 5,866 329 0.0256
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.