Evergy, Inc.
MX ˙ BMV ˙ US30034W1062
SecurityMX:EVRG / Evergy, Inc.
InstitutionIFM Investors Pty Ltd
Latest Disclosed Ownership51,209 shares
Latest Disclosed Value $ 4,195,041
IFM Investors Pty Ltd reports 3.86% increase in ownership of EVRG / Evergy, Inc.

On April 24, 2026 - IFM Investors Pty Ltd filed a 13F-HR form disclosing ownership of 51,209 shares of Evergy, Inc. (MX:EVRG) valued at $4,195,041 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 12, 2026 disclosing 49,307 shares of Evergy, Inc.. This represents a change in shares of 3.86% 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)
2026-04-24 2026-03-31 13F EVERGY COM 30034W106 51,209 1,902 3.86 4,195 139,733.33 0.0350
2026-02-12 2025-12-31 13F EVERGY COM 30034W106 49,307 532 1.09 4 -99.92 0.0298
2025-10-15 2025-09-30 13F EVERGY COM 30034W106 48,775 -59 -0.12 3,613 7.31 0.0318
2025-07-11 2025-06-30 13F EVERGY COM 30034W106 48,834 2,465 5.32 3,366 5.29 0.0320
2025-05-21 2025-03-31 13F/A-1 EVERGY COM 30034W106 46,369 -13,752 -22.87 3,197 -13.59 0.0346
2025-04-29 2025-03-31 13F EVERGY COM 30034W106 59,751 -370 3,705 0.0358
2025-04-29 2024-12-31 13F EVERGY COM 30034W106 60,121 370 0.62 3,700 -0.13 0.0376
2024-10-23 2024-09-30 13F EVERGY COM 30034W106 59,751 -4,685 -7.27 3,705 8.56 0.0355
2024-08-15 2024-06-30 13F EVERGY COM 30034W106 64,436 -9,659 -13.04 3,413 -13.70 0.0346
2024-04-22 2024-03-31 13F EVERGY COM 30034W106 74,095 984 1.35 3,955 131,733.33 0.0431
2024-01-12 2023-12-31 13F EVERGY COM 30034W106 73,111 206 0.28 4 -99.92 0.0465
2023-10-26 2023-09-30 13F EVERGY COM 30034W106 72,905 846 1.17 3,696 -12.19 0.0486
2023-07-27 2023-06-30 13F EVERGY COM 30034W106 72,059 17,776 32.75 4,210 26.89 0.0551
2023-05-11 2023-03-31 13F EVERGY COM 30034W106 54,283 3,369 6.62 3,318 3.56 0.0503
2023-02-14 2022-12-31 13F EVERGY COM 30034W106 50,914 -16,404 -24.37 3,204 -19.90 0.0538
2022-10-12 2022-09-30 13F EVERGY COM 30034W106 67,318 95 0.14 3,999 -8.82 0.0727
2022-07-15 2022-06-30 13F EVERGY COM 30034W106 67,223 -4,089 -5.73 4,386 -9.99 0.0769
2022-05-06 2022-03-31 13F/A-1 EVERGY COM 30034W106 71,312 42,689 149.14 4,873 148.12 0.0756
2022-04-13 2022-03-31 13F EVERGY COM 30034W106 71,312 42,689 4,873 0.0762
2022-01-18 2021-12-31 13F EVERGY COM 30034W106 28,623 -668 -2.28 1,964 7.79 0.0360
2021-10-13 2021-09-30 13F EVERGY COM 30034W106 29,291 0 0.00 1,822 2.94 0.0377
2021-07-16 2021-06-30 13F EVERGY COM 30034W106 29,291 9,061 44.79 1,770 47.01 0.0362
2021-05-05 2021-03-31 13F EVERGY COM 30034W106 20,230 583 2.97 1,204 10.36 0.0322
2021-01-13 2020-12-31 13F EVERGY COM 30034W106 19,647 2,347 13.57 1,091 24.12 0.0347
2020-10-16 2020-09-30 13F EVERGY COM 30034W106 17,300 2,521 17.06 879 0.34 0.0369
2020-07-13 2020-06-30 13F EVERGY COM 30034W106 14,779 -9,420 -38.93 876 -38.74 0.0451
2020-04-09 2020-03-31 13F EVERGY COM 30034W106 24,199 -1,128 -4.45 1,430 -13.28 0.0640
2020-01-13 2019-12-31 13F EVERGY COM 30034W106 25,327 -2,013 -7.36 1,649 -9.40 0.0582
2019-11-01 2019-09-30 13F EVERGY COM 30034W106 27,340 10,540 62.74 1,820 80.02 0.0673
2019-07-16 2019-06-30 13F EVERGY COM 30034W106 16,800 0 0.00 1,011 3.69 0.0574
2019-04-18 2019-03-31 13F EVERGY COM 30034W106 16,800 992 6.28 975 8.70 0.0626
2019-01-23 2018-12-31 13F EVERGY COM 30034W106 15,808 161 1.03 897 4.42 0.0725
2018-10-22 2018-09-30 13F EVERGY COM 30034W106 15,647 3,894 33.13 859 30.15 0.0652
2018-07-09 2018-06-30 13F EVERGY COM 30034W106 11,753 11,753 660 0.0623
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.