Evergy, Inc.
MX ˙ BMV ˙ US30034W1062
SecurityMX:EVRG / Evergy, Inc.
InstitutionGibson Wealth Advisors LLC
Latest Disclosed Ownership12,596 shares
Latest Disclosed Value $ 1,031,864
Gibson Wealth Advisors LLC ownership in EVRG / Evergy, Inc.

On April 14, 2026 - Gibson Wealth Advisors LLC filed a 13F-HR form disclosing ownership of 12,596 shares of Evergy, Inc. (MX:EVRG) valued at $1,031,864 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 13, 2026 disclosing 12,596 shares of Evergy, Inc.. This represents a change in shares of 0.00% 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)
2026-04-14 2026-03-31 13F EVERGY COM 30034W106 12,596 0 0.00 1,032 12.92 0.6916
2026-01-13 2025-12-31 13F EVERGY COM 30034W106 12,596 0 0.00 913 -4.60 0.6259
2025-10-10 2025-09-30 13F EVERGY COM 30034W106 12,596 0 0.00 958 10.25 0.6810
2025-08-13 2025-06-30 13F EVERGY COM 30034W106 12,596 1,196 10.49 868 10.43 0.6458
2025-05-15 2025-03-31 13F EVERGY COM 30034W106 11,400 0 0.00 786 12.13 0.6306
2025-02-13 2024-12-31 13F EVERGY COM 30034W106 11,400 0 0.00 702 -0.71 0.5790
2024-11-05 2024-09-30 13F EVERGY COM 30034W106 11,400 0 0.00 707 17.08 0.5753
2024-08-28 2024-06-30 13F EVERGY COM 30034W106 11,400 0 0.00 604 -0.82 0.5653
2024-08-28 2024-03-31 13F EVERGY COM 30034W106 11,400 -706,800 -98.41 609 1,313.95 0.5864
2023-02-08 2022-12-31 13F EVERGY INC COM COM 30034W106 718,200 706,800 6,200.00 43 -93.65 0.8297
2022-11-22 2022-09-30 13F EVERGY INC COM COM 30034W106 11,400 0 0.00 677 -9.01 0.7783
2022-09-07 2022-06-30 13F EVERGY INC COM COM 30034W106 11,400 0 0.00 744 -4.49 0.8292
2022-05-05 2022-03-31 13F EVERGY INC COM COM 30034W106 11,400 0 0.00 779 -0.38 0.7949
2022-02-16 2021-12-31 13F EVERGY INC COM COM 30034W106 11,400 11,400 782 0.8048
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.