Evergy, Inc.
MX ˙ BMV ˙ US30034W1062
SecurityMX:EVRG / Evergy, Inc.
InstitutionGuggenheim Capital Llc
Latest Disclosed Ownership218,785 shares
Latest Disclosed Value $ 17,922,867
Guggenheim Capital Llc reports 2.02% decrease in ownership of EVRG / Evergy, Inc.

On May 15, 2026 - Guggenheim Capital Llc filed a 13F-HR form disclosing ownership of 218,785 shares of Evergy, Inc. (MX:EVRG) valued at $17,922,867 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 223,294 shares of Evergy, Inc.. This represents a change in shares of -2.02% 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 218,785 -4,509 -2.02 17,923 10.73 0.0692
2026-02-17 2025-12-31 13F EVERGY COM 30034W106 223,294 -25,608 -10.29 16,187 -14.45 0.1159
2025-11-13 2025-09-30 13F EVERGY COM 30034W106 248,902 20,482 8.97 18,922 20.18 0.1373
2025-08-13 2025-06-30 13F EVERGY COM 30034W106 228,420 -2,247 -0.97 15,745 -1.01 0.1250
2025-05-14 2025-03-31 13F EVERGY COM 30034W106 230,667 24,312 11.78 15,904 25.22 0.1461
2025-02-13 2024-12-31 13F EVERGY COM 30034W106 206,355 -231,526 -52.87 12,701 -53.22 0.1030
2024-11-13 2024-09-30 13F EVERGY COM 30034W106 437,881 -23,363 -5.07 27,153 11.14 0.1900
2024-08-14 2024-06-30 13F EVERGY COM 30034W106 461,244 -17,572 -3.67 24,432 -4.41 0.1732
2024-05-14 2024-03-31 13F EVERGY COM 30034W106 478,816 -12,642 -2.57 25,559 -0.37 0.1801
2024-02-14 2023-12-31 13F EVERGY COM 30034W106 491,458 43,981 9.83 25,654 13.08 0.1938
2023-11-14 2023-09-30 13F EVERGY COM 30034W106 447,477 154,418 52.69 22,687 32.52 0.1951
2023-08-11 2023-06-30 13F EVERGY COM 30034W106 293,059 3,688 1.27 17,121 -3.20 0.1344
2023-05-11 2023-03-31 13F EVERGY COM 30034W106 289,371 11,911 4.29 17,686 1.29 0.1489
2023-02-14 2022-12-31 13F EVERGY COM 30034W106 277,460 37,553 15.65 17,461 22.53 0.1534
2022-11-14 2022-09-30 13F EVERGY COM 30034W106 239,907 54,579 29.45 14,250 17.85 0.1305
2022-08-15 2022-06-30 13F EVERGY COM 30034W106 185,328 -72,586 -28.14 12,092 -31.40 0.0955
2022-05-16 2022-03-31 13F EVERGY COM 30034W106 257,914 132,271 105.28 17,626 104.45 0.1060
2022-02-14 2021-12-31 13F EVERGY COM 30034W106 125,643 2,855 2.33 8,621 12.88 0.0450
2021-11-15 2021-09-30 13F EVERGY COM 30034W106 122,788 20,214 19.71 7,637 23.22 0.0459
2021-08-13 2021-06-30 13F EVERGY COM 30034W106 102,574 -13,811 -11.87 6,198 -10.54 0.0365
2021-05-13 2021-03-31 13F EVERGY COM 30034W106 116,385 6,629 6.04 6,928 13.72 0.0455
2021-02-16 2020-12-31 13F EVERGY COM 30034W106 109,756 -4,618 -4.04 6,092 4.82 0.0382
2020-11-13 2020-09-30 13F EVERGY COM 30034W106 114,374 15,692 15.90 5,812 -0.67 0.0421
2020-08-14 2020-06-30 13F EVERGY COM 30034W106 98,682 5,617 6.04 5,851 14.21 0.0453
2020-06-02 2020-03-31 13F EVERGY COM 30034W106 93,065 -51,795 -35.76 5,123 -45.66 0.0516
2020-02-20 2019-12-31 13F/A-1 EVERGY COM 30034W106 144,860 48,534 50.39 9,428 47.04 0.0708
2020-02-14 2019-12-31 13F EVERGY COM 30034W106 144,860 48,534 9,428 55,877.8714
2020-02-20 2019-09-30 13F/A-1 EVERGY COM 30034W106 96,326 -4,847 -4.79 6,412 5.37 0.0512
2019-11-14 2019-09-30 13F EVERGY COM 30034W106 96,326 -4,847 6,412 46,989.0168
2019-08-14 2019-06-30 13F EVERGY COM 30034W106 101,173 -10,290 -9.23 6,085 -5.95 0.0495
2019-05-15 2019-03-31 13F EVERGY COM 30034W106 111,463 13,863 14.20 6,470 16.79 0.0527
2019-02-14 2018-12-31 13F EVERGY COM 30034W106 97,600 -3,305 -3.28 5,540 -0.04 0.0469
2018-11-14 2018-09-30 13F EVERGY COM 30034W106 100,905 -2,451 -2.37 5,542 -4.55 0.0361
2018-08-14 2018-06-30 13F EVERGY COM 30034W106 103,356 103,356 5,806 0.0387
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.