Evergy, Inc.
MX ˙ BMV ˙ US30034W1062
SecurityMX:EVRG / Evergy, Inc.
InstitutionKestra Advisory Services, LLC
Latest Disclosed Ownership15,829 shares
Latest Disclosed Value $ 1,296,721
Kestra Advisory Services, LLC reports 0.79% increase in ownership of EVRG / Evergy, Inc.

On April 30, 2026 - Kestra Advisory Services, LLC filed a 13F-HR form disclosing ownership of 15,829 shares of Evergy, Inc. (MX:EVRG) valued at $1,296,721 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 15,705 shares of Evergy, Inc.. This represents a change in shares of 0.79% 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)
2026-04-30 2026-03-31 13F EVERGY COM 30034W106 15,829 124 0.79 1,297 13.88 0.0049
2026-02-13 2025-12-31 13F EVERGY COM 30034W106 15,705 1,340 9.33 1,138 4.21 0.0047
2025-11-14 2025-09-30 13F EVERGY COM 30034W106 14,365 1,388 10.70 1,092 22.15 0.0050
2025-08-15 2025-06-30 13F EVERGY COM 30034W106 12,977 898 7.43 895 7.45 0.0044
2025-05-14 2025-03-31 13F EVERGY COM 30034W106 12,079 -7,438 -38.11 833 -30.72 0.0040
2025-02-10 2024-12-31 13F EVERGY COM 30034W106 19,517 -408 -2.05 1,201 -2.75 0.0066
2024-11-13 2024-09-30 13F EVERGY COM 30034W106 19,925 -2,284 -10.28 1,236 5.02 0.0068
2024-08-14 2024-06-30 13F EVERGY COM 30034W106 22,209 4,489 25.33 1,176 24.44 0.0066
2024-05-15 2024-03-31 13F EVERGY COM 30034W106 17,720 142 0.81 946 3.05 0.0063
2024-02-14 2023-12-31 13F EVERGY COM 30034W106 17,578 2,414 15.92 918 19.40 0.0074
2023-11-13 2023-09-30 13F EVERGY COM 30034W106 15,164 1,610 11.88 769 -2.91 0.0076
2023-08-11 2023-06-30 13F EVERGY COM 30034W106 13,554 2,284 20.27 792 14.97 0.0079
2023-05-12 2023-03-31 13F EVERGY COM 30034W106 11,270 -5,380 -32.31 689 -34.29 0.0075
2023-01-31 2022-12-31 13F EVERGY COM 30034W106 16,650 3,997 31.59 1,048 0.0093
2022-11-01 2022-09-30 13F/A-1 EVERGY COM 30034W106 12,653 4,561 56.36 1 0.0080
2022-11-01 2022-09-30 13F EVERGY COM 30034W106 12,653 4,561 752 0.0080
2022-08-12 2022-06-30 13F EVERGY COM 30034W106 8,092 1,836 29.35 1 0.0054
2022-07-20 2022-03-31 13F/A-1 EVERGY COM 30034W106 6,256 -166 -2.58 0 -100.00 0.0045
2022-04-26 2022-03-31 13F EVERGY COM 30034W106 6,256 -166 428 0.0045
2022-07-25 2021-12-31 13F/A-1 EVERGY COM 30034W106 6,422 786 13.95 0 -100.00 0.0045
2022-01-20 2021-12-31 13F EVERGY COM 30034W106 6,422 786 441 0.0045
2022-07-25 2021-09-30 13F/A-1 EVERGY COM 30034W106 5,636 251 4.66 0 -100.00 0.0035
2021-10-19 2021-09-30 13F EVERGY COM 30034W106 5,636 251 351 0.0035
2022-07-26 2021-06-30 13F/A-1 EVERGY COM 30034W106 5,385 229 4.44 0 -100.00 0.0037
2021-07-28 2021-06-30 13F EVERGY COM 30034W106 5,385 229 325 0.0037
2022-07-27 2021-03-31 13F/A-1 EVERGY COM 30034W106 5,156 -1,296 -20.09 0 -100.00 0.0039
2021-05-10 2021-03-31 13F EVERGY COM 30034W106 5,156 -1,296 307 0.0039
2022-07-28 2020-12-31 13F/A-1 EVERGY COM 30034W106 6,452 6,336 5,462.07 0 -100.00 0.0040
2021-01-20 2020-12-31 13F EVERGY COM 30034W106 6,452 6,336 349 0.0040
2022-07-29 2020-09-30 13F/A-1 EVERGY COM 30034W106 116 116 395,000 0.0074
2020-11-12 2020-09-30 13F EVERGY COM 30034W106 116 116 395 0.0074
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.