Evergy, Inc.
MX ˙ BMV ˙ US30034W1062
SecurityMX:EVRG / Evergy, Inc.
InstitutionGreen Square Capital Advisors Llc
Latest Disclosed Ownership24,506 shares
Latest Disclosed Value $ 2,007,532
Green Square Capital Advisors Llc reports 5.77% increase in ownership of EVRG / Evergy, Inc.

On May 7, 2026 - Green Square Capital Advisors Llc filed a 13F-HR form disclosing ownership of 24,506 shares of Evergy, Inc. (MX:EVRG) valued at $2,007,532 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 9, 2026 disclosing 23,170 shares of Evergy, Inc.. This represents a change in shares of 5.77% 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)
2026-05-07 2026-03-31 13F EVERGY INC COM Stock 30034W106 24,506 1,336 5.77 2,008 19.54 0.2115
2026-02-09 2025-12-31 13F EVERGY INC COM Stock 30034W106 23,170 -4,423 -16.03 1,680 -11.68 0.1744
2025-11-14 2025-09-30 13F EVERGY INC COM Stock 30034W106 27,593 0 0.00 1,902 0.00 0.2257
2025-07-30 2025-06-30 13F EVERGY INC COM Stock 30034W106 27,593 -1,982 -6.70 1,902 -6.77 0.2254
2025-04-21 2025-03-31 13F EVERGY INC COM Stock 30034W106 29,575 372 1.27 2,039 13.47 0.3087
2025-02-14 2024-12-31 13F EVERGY INC COM Stock 30034W106 29,203 -1,074 -3.55 1,797 -4.16 0.2469
2024-11-07 2024-09-30 13F EVERGY INC COM Stock 30034W106 30,277 -932 -2.99 1,875 13.43 0.2634
2024-08-14 2024-06-30 13F EVERGY INC COM Stock 30034W106 31,209 1,146 3.81 1,653 3.05 0.2282
2024-05-15 2024-03-31 13F EVERGY COM 30034W106 30,063 23,683 371.21 1,605 381.68 0.2136
2024-01-18 2023-12-31 13F EVERGY COM 30034W106 6,380 -23,058 -78.33 333 -77.68 0.0450
2023-10-10 2023-09-30 13F EVERGY COM 30034W106 29,438 -869 -2.87 1,493 -15.71 0.1994
2023-07-13 2023-06-30 13F EVERGY COM 30034W106 30,307 1 0.00 1,771 -4.43 0.2227
2023-04-14 2023-03-31 13F EVERGY COM 30034W106 30,306 30,306 1,852 0.2474
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.