Evergy, Inc.
MX ˙ BMV ˙ US30034W1062
SecurityMX:EVRG / Evergy, Inc.
InstitutionKorea Investment CORP
Latest Disclosed Ownership22,930 shares
Latest Disclosed Value $ 1,878,426
Korea Investment CORP reports 92.66% decrease in ownership of EVRG / Evergy, Inc.

On May 13, 2026 - Korea Investment CORP filed a 13F-HR form disclosing ownership of 22,930 shares of Evergy, Inc. (MX:EVRG) valued at $1,878,426 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 312,210 shares of Evergy, Inc.. This represents a change in shares of -92.66% 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)
2026-05-13 2026-03-31 13F EVERGY COM 30034W106 22,930 -289,280 -92.66 1,878 -91.70 0.0039
2026-02-13 2025-12-31 13F EVERGY COM 30034W106 312,210 21,606 7.43 22,632 2.45 0.0446
2025-11-13 2025-09-30 13F EVERGY COM 30034W106 290,604 -53,745 -15.61 22,092 -6.93 0.0454
2025-08-13 2025-06-30 13F EVERGY COM 30034W106 344,349 64,559 23.07 23,736 23.04 0.0528
2025-05-14 2025-03-31 13F EVERGY COM 30034W106 279,790 38,133 15.78 19,292 29.70 0.0468
2025-02-12 2024-12-31 13F EVERGY COM 30034W106 241,657 47,500 24.46 14,874 23.54 0.0353
2024-11-13 2024-09-30 13F EVERGY COM 30034W106 194,157 -164,100 -45.81 12,040 -36.56 0.0286
2024-08-13 2024-06-30 13F EVERGY COM 30034W106 358,257 58,034 19.33 18,977 18.41 0.0478
2024-05-14 2024-03-31 13F EVERGY COM 30034W106 300,223 -67,218 -18.29 16,026 -16.45 0.0407
2024-02-13 2023-12-31 13F EVERGY COM 30034W106 367,441 292,750 391.95 19,180 406.60 0.0504
2023-11-13 2023-09-30 13F EVERGY COM 30034W106 74,691 -2,633 -3.41 3,787 -16.18 0.0112
2023-08-11 2023-06-30 13F EVERGY COM 30034W106 77,324 7,912 11.40 4,517 6.48 0.0127
2023-05-12 2023-03-31 13F EVERGY COM 30034W106 69,412 -251,075 -78.34 4,242 -78.97 0.0124
2023-02-13 2022-12-31 13F EVERGY COM 30034W106 320,487 252,299 370.00 20,168 397.98 0.0634
2022-11-10 2022-09-30 13F EVERGY COM 30034W106 68,188 -48,958 -41.79 4,050 -47.02 0.0125
2022-08-12 2022-06-30 13F EVERGY COM 30034W106 117,146 68,246 139.56 7,644 128.73 0.0234
2022-05-13 2022-03-31 13F EVERGY COM 30034W106 48,900 -70,500 -59.05 3,342 -59.20 0.0083
2022-02-09 2021-12-31 13F EVERGY COM 30034W106 119,400 -700 -0.58 8,192 9.67 0.0213
2021-11-12 2021-09-30 13F EVERGY COM 30034W106 120,100 -101,400 -45.78 7,470 -44.19 0.0223
2021-08-12 2021-06-30 13F EVERGY COM 30034W106 221,500 199,900 925.46 13,385 940.82 0.0383
2021-05-13 2021-03-31 13F EVERGY COM 30034W106 21,600 -183,400 -89.46 1,286 -88.70 0.0041
2021-02-10 2020-12-31 13F EVERGY COM 30034W106 205,000 131,000 177.03 11,380 202.58 0.0342
2020-11-12 2020-09-30 13F EVERGY COM 30034W106 74,000 18,600 33.57 3,761 14.49 0.0133
2020-08-12 2020-06-30 13F EVERGY COM 30034W106 55,400 -1,400 -2.46 3,285 5.05 0.0121
2020-05-14 2020-03-31 13F EVERGY COM 30034W106 56,800 34,600 155.86 3,127 116.40 0.0137
2020-02-11 2019-12-31 13F EVERGY COM 30034W106 22,200 800 3.74 1,445 1.47 0.0053
2019-11-12 2019-09-30 13F EVERGY COM 30034W106 21,400 20,900 4,180.00 1,424 4,646.67 0.0060
2019-08-12 2019-06-30 13F EVERGY COM 30034W106 500 -19,300 -97.47 30 -97.39 0.0001
2019-05-15 2019-03-31 13F EVERGY COM 30034W106 19,800 -41,552 -67.73 1,149 -67.01 0.0052
2019-02-13 2018-12-31 13F EVERGY COM 30034W106 61,352 -18,600 -23.26 3,483 -20.68 0.0189
2018-11-13 2018-09-30 13F EVERGY COM 30034W106 79,952 78,252 4,603.06 4,391 4,522.11 0.0202
2018-08-13 2018-06-30 13F EVERGY COM 30034W106 1,700 1,700 95 0.0004
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.