Evergy, Inc.
MX ˙ BMV ˙ US30034W1062
SecurityMX:EVRG / Evergy, Inc.
InstitutionGlobal Retirement Partners, LLC
Latest Disclosed Ownership6,373 shares
Latest Disclosed Value $ 461,982
Global Retirement Partners, LLC reports 148.07% increase in ownership of EVRG / Evergy, Inc.

On February 6, 2026 - Global Retirement Partners, LLC filed a 13F-HR form disclosing ownership of 6,373 shares of Evergy, Inc. (MX:EVRG) valued at $461,982 USD as of December 31, 2025. The entity filed a previous 13F-HR on October 21, 2025 disclosing 2,569 shares of Evergy, Inc.. This represents a change in shares of 148.07% 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)
2026-02-06 2025-12-31 13F EVERGY COM 30034W106 6,373 3,804 148.07 462 136.41 0.0082
2025-10-21 2025-09-30 13F EVERGY COM 30034W106 2,569 -51 -1.95 195 8.33 0.0044
2025-08-12 2025-06-30 13F EVERGY COM 30034W106 2,620 -68 -2.53 181 9.09 0.0045
2025-01-31 2024-12-31 13F EVERGY COM 30034W106 2,688 655 32.22 165 30.95 0.0047
2024-10-16 2024-09-30 13F EVERGY COM 30034W106 2,033 135 7.11 126 26.00 0.0038
2024-07-23 2024-06-30 13F EVERGY COM 30034W106 1,898 175 10.16 101 9.89 0.0031
2024-04-23 2024-03-31 13F EVERGY COM 30034W106 1,723 -98 -5.38 92 -5.21 0.0034
2024-01-18 2023-12-31 13F EVERGY COM 30034W106 1,821 216 13.46 96 23.08 0.0040
2023-10-13 2023-09-30 13F EVERGY COM 30034W106 1,605 -302 -15.84 78 -29.73 0.0039
2023-07-20 2023-06-30 13F EVERGY COM 30034W106 1,907 -2,289 -54.55 111 -56.98 0.0054
2023-05-08 2023-03-31 13F EVERGY COM 30034W106 4,196 2,193 109.49 259 104.76 0.0137
2023-02-13 2022-12-31 13F EVERGY COM 30034W106 2,003 317 18.80 126 22.33 0.0087
2022-11-03 2022-09-30 13F EVERGY COM 30034W106 1,686 -557 -24.83 103 -29.45 0.0078
2022-07-15 2022-06-30 13F EVERGY COM 30034W106 2,243 69 3.17 146 -3.31 0.0117
2022-07-14 2022-03-31 13F EVERGY COM 30034W106 2,174 2,174 151 0.0119
2022-01-21 2021-12-31 13F EVERGY COM 30034W106 0 -1,128 -100.00 0 -100.00
2021-10-22 2021-09-30 13F EVERGY COM 30034W106 1,128 0 0.00 70 2.94 0.0069
2021-07-15 2021-06-30 13F EVERGY COM 30034W106 1,128 -19 -1.66 68 0.00 0.0070
2021-04-14 2021-03-31 13F EVERGY COM 30034W106 1,147 -364 -24.09 68 -19.05 0.0080
2021-01-13 2020-12-31 13F EVERGY COM 30034W106 1,511 85 5.96 84 16.67 0.0105
2020-10-09 2020-09-30 13F EVERGY COM 30034W106 1,426 0 0.00 72 -15.29 0.0105
2020-07-13 2020-06-30 13F EVERGY COM 30034W106 1,426 20 1.42 85 10.39 0.0136
2020-04-28 2020-03-31 13F EVERGY COM 30034W106 1,406 -8,839 -86.28 77 -88.46 0.0146
2020-01-23 2019-12-31 13F EVERGY COM 30034W106 10,245 152 1.51 667 -0.74 0.1022
2019-11-19 2019-09-30 13F EVERGY COM 30034W106 10,093 8,612 581.50 672 655.06 0.1105
2019-11-19 2019-06-30 13F EVERGY COM 30034W106 1,481 -40 -2.63 89 1.14 0.0170
2019-05-07 2019-03-31 13F EVERGY COM 30034W106 1,521 -59 -3.73 88 -2.22 0.0213
2019-02-22 2018-12-31 13F EVERGY COM 30034W106 1,580 658 71.37 90 76.47 0.0230
2018-10-17 2018-09-30 13F EVERGY COM 30034W106 922 467 102.64 51 96.15 0.0115
2018-08-13 2018-06-30 13F EVERGY COM 30034W106 455 455 26 0.0066
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.