Evergy, Inc.
MX ˙ BMV ˙ US30034W1062
SecurityMX:EVRG / Evergy, Inc.
InstitutionGotham Asset Management, LLC
ManagerJoel Greenblatt
Latest Disclosed Ownership718,670 shares
Latest Disclosed Value $ 58,873,446
Gotham Asset Management, LLC reports 5.83% increase in ownership of EVRG / Evergy, Inc.

On May 15, 2026 - Gotham Asset Management, LLC filed a 13F-HR form disclosing ownership of 718,670 shares of Evergy, Inc. (MX:EVRG) valued at $58,873,446 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 679,078 shares of Evergy, Inc.. This represents a change in shares of 5.83% 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)
2026-05-15 2026-03-31 13F EVERGY COM 30034W106 718,670 39,592 5.83 58,873 19.60 0.1803
2026-02-17 2025-12-31 13F EVERGY COM 30034W106 679,078 118,527 21.14 49,226 15.52 0.1797
2025-11-14 2025-09-30 13F EVERGY COM 30034W106 560,551 126,893 29.26 42,613 42.56 0.1855
2025-08-14 2025-06-30 13F EVERGY COM 30034W106 433,658 25,962 6.37 29,892 6.34 0.1788
2025-05-15 2025-03-31 13F EVERGY COM 30034W106 407,696 157,497 62.95 28,111 82.54 0.2346
2025-02-14 2024-12-31 13F EVERGY COM 30034W106 250,199 72,126 40.50 15,400 39.46 0.1460
2024-11-14 2024-09-30 13F EVERGY COM 30034W106 178,073 18,514 11.60 11,042 30.66 0.1142
2024-08-14 2024-06-30 13F EVERGY COM 30034W106 159,559 -126 -0.08 8,452 -0.84 0.1094
2024-05-15 2024-03-31 13F EVERGY COM 30034W106 159,685 52,580 49.09 8,524 52.47 0.1287
2024-02-14 2023-12-31 13F EVERGY COM 30034W106 107,105 101,430 1,787.31 5,591 1,847.74 0.1037
2023-11-14 2023-09-30 13F EVERGY COM 30034W106 5,675 -27,158 -82.72 288 -85.04 0.0059
2023-08-14 2023-06-30 13F EVERGY COM 30034W106 32,833 -10,292 -23.87 1,918 -27.21 0.0417
2023-05-15 2023-03-31 13F EVERGY COM 30034W106 43,125 12,027 38.67 2,636 34.71 0.0639
2023-02-14 2022-12-31 13F EVERGY COM 30034W106 31,098 6,282 25.31 1,957 32.70 0.0551
2022-11-14 2022-09-30 13F EVERGY COM 30034W106 24,816 9,114 58.04 1,474 43.80 0.0441
2022-08-15 2022-06-30 13F EVERGY COM 30034W106 15,702 -3,627 -18.76 1,025 -22.41 0.0329
2022-05-16 2022-03-31 13F EVERGY COM 30034W106 19,329 9,696 100.65 1,321 99.85 0.0409
2022-02-14 2021-12-31 13F EVERGY COM 30034W106 9,633 9,633 661 0.0213
2021-05-17 2021-03-31 13F EVERGY COM 30034W106 0 -10,995 -100.00 0 -100.00
2021-02-16 2020-12-31 13F EVERGY COM 30034W106 10,995 -35,391 -76.30 610 -74.12 0.0202
2020-11-16 2020-09-30 13F EVERGY COM 30034W106 46,386 -44,700 -49.07 2,357 -56.35 0.0757
2020-08-13 2020-06-30 13F EVERGY COM 30034W106 91,086 -115,865 -55.99 5,400 -52.60 0.1616
2020-05-15 2020-03-31 13F EVERGY COM 30034W106 206,951 82,790 66.68 11,393 40.97 0.3164
2020-02-14 2019-12-31 13F EVERGY COM 30034W106 124,161 112,068 926.72 8,082 903.98 0.1484
2019-11-14 2019-09-30 13F EVERGY COM 30034W106 12,093 1,678 16.11 805 28.59 0.0142
2019-08-14 2019-06-30 13F EVERGY COM 30034W106 10,415 -63,139 -85.84 626 -85.34 0.0100
2019-05-15 2019-03-31 13F EVERGY COM 30034W106 73,554 73,554 4,270 0.0625
2018-11-14 2018-09-30 13F EVERGY COM 30034W106 0 -29,140 -100.00 0 -100.00
2018-08-14 2018-06-30 13F EVERGY COM 30034W106 29,140 29,140 1,636 0.0236
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.