Evergy, Inc.
MX ˙ BMV ˙ US30034W1062
SecurityMX:EVRG / Evergy, Inc.
InstitutionHuber Capital Management LLC
Latest Disclosed Ownership9,502 shares
Latest Disclosed Value $ 778,404
Huber Capital Management LLC reports 42.30% decrease in ownership of EVRG / Evergy, Inc.

On May 12, 2026 - Huber Capital Management LLC filed a 13F-HR form disclosing ownership of 9,502 shares of Evergy, Inc. (MX:EVRG) valued at $778,404 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 16,467 shares of Evergy, Inc.. This represents a change in shares of -42.30% 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)
2026-05-12 2026-03-31 13F EVERGY COM 30034W106 9,502 -6,965 -42.30 778 -34.79 0.1202
2026-02-13 2025-12-31 13F EVERGY COM 30034W106 16,467 0 0.00 1,194 -4.64 0.1758
2025-11-13 2025-09-30 13F EVERGY COM 30034W106 16,467 0 0.00 1,252 10.22 0.1983
2025-08-13 2025-06-30 13F EVERGY COM 30034W106 16,467 2,700 19.61 1,135 19.60 0.1931
2025-05-14 2025-03-31 13F EVERGY COM 30034W106 13,767 4,600 50.18 949 68.26 0.1788
2025-02-12 2024-12-31 13F EVERGY COM 30034W106 9,167 -4,491 -32.88 564 -33.33 0.1124
2024-11-13 2024-09-30 13F EVERGY COM 30034W106 13,658 0 0.00 847 17.01 0.1703
2024-08-13 2024-06-30 13F EVERGY COM 30034W106 13,658 -490 -3.46 723 -4.24 0.1644
2024-05-14 2024-03-31 13F EVERGY COM 30034W106 14,148 -1,552 -9.89 755 -7.81 0.1700
2024-02-13 2023-12-31 13F EVERGY COM 30034W106 15,700 -20,500 -56.63 820 -55.37 0.2062
2023-11-13 2023-09-30 13F EVERGY COM 30034W106 36,200 36,200 1,835 0.4318
2023-02-13 2022-12-31 13F EVERGY COM 30034W106 0 -1,758 -100.00 0 -100.00
2022-11-14 2022-09-30 13F EVERGY COM 30034W106 1,758 0 0.00 104 -9.57 0.0292
2022-08-12 2022-06-30 13F EVERGY COM 30034W106 1,758 0 0.00 115 -4.17 0.0321
2022-05-13 2022-03-31 13F EVERGY COM 30034W106 1,758 -14,494 -89.18 120 -89.24 0.0297
2022-02-11 2021-12-31 13F EVERGY COM 30034W106 16,252 0 0.00 1,115 10.29 0.2930
2021-11-12 2021-09-30 13F EVERGY COM 30034W106 16,252 -6,000 -26.96 1,011 -24.83 0.2612
2021-08-13 2021-06-30 13F EVERGY COM 30034W106 22,252 -3,000 -11.88 1,345 -10.51 0.3430
2021-05-14 2021-03-31 13F EVERGY COM 30034W106 25,252 -40,300 -61.48 1,503 -58.70 0.4063
2021-02-12 2020-12-31 13F EVERGY COM 30034W106 65,552 -12,800 -16.34 3,639 -8.61 1.1951
2020-11-13 2020-09-30 13F EVERGY COM 30034W106 78,352 -63,100 -44.61 3,982 -52.52 1.4685
2020-08-13 2020-06-30 13F EVERGY COM 30034W106 141,452 -46,700 -24.82 8,387 -19.03 1.7176
2020-05-14 2020-03-31 13F EVERGY COM 30034W106 188,152 80,700 75.10 10,358 48.10 1.9008
2020-02-13 2019-12-31 13F EVERGY COM 30034W106 107,452 -2,700 -2.45 6,994 -4.61 0.9170
2019-11-13 2019-09-30 13F EVERGY COM 30034W106 110,152 94,400 599.29 7,332 674.23 0.9074
2019-08-13 2019-06-30 13F EVERGY COM 30034W106 15,752 -39,389 -71.43 947 -70.42 0.1125
2019-05-14 2019-03-31 13F EVERGY COM 30034W106 55,141 7,500 15.74 3,201 18.34 0.3390
2019-02-13 2018-12-31 13F EVERGY COM 30034W106 47,641 -209,085 -81.44 2,705 -80.81 0.2466
2018-11-13 2018-09-30 13F EVERGY COM 30034W106 256,726 -29,197 -10.21 14,099 -12.18 0.9130
2018-08-13 2018-06-30 13F EVERGY COM 30034W106 285,923 285,923 16,055 1.0437
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.