Evergy, Inc.
MX ˙ BMV ˙ US30034W1062
SecurityMX:EVRG / Evergy, Inc.
InstitutionLaFleur & Godfrey LLC
Latest Disclosed Ownership25,557 shares
Latest Disclosed Value $ 2,093,630
LaFleur & Godfrey LLC reports 0.80% increase in ownership of EVRG / Evergy, Inc.

On May 4, 2026 - LaFleur & Godfrey LLC filed a 13F-HR form disclosing ownership of 25,557 shares of Evergy, Inc. (MX:EVRG) valued at $2,093,630 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 3, 2026 disclosing 25,354 shares of Evergy, Inc.. This represents a change in shares of 0.80% 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)
2026-05-04 2026-03-31 13F EVERGY COM 30034W106 25,557 203 0.80 2,094 13.94 0.2606
2026-02-03 2025-12-31 13F EVERGY COM 30034W106 25,354 1,002 4.11 1,838 -0.76 0.2226
2025-11-10 2025-09-30 13F EVERGY COM 30034W106 24,352 450 1.88 1,851 12.39 0.2245
2025-07-14 2025-06-30 13F EVERGY COM 30034W106 23,902 542 2.32 1,648 2.30 0.2058
2025-04-23 2025-03-31 13F EVERGY COM 30034W106 23,360 6,868 41.64 1,611 58.62 0.2185
2025-02-06 2024-12-31 13F/A-1 EVERGY COM 30034W106 16,492 1,700 11.49 1,015 10.69 0.1391
2025-01-16 2024-12-31 13F EVERGY COM 30034W106 16,492 1,700 1,015 0.1391
2024-10-16 2024-09-30 13F EVERGY COM 30034W106 14,792 2,500 20.34 917 40.86 0.1265
2024-07-23 2024-06-30 13F EVERGY COM 30034W106 12,292 -293 -2.33 651 -2.98 0.0955
2024-04-23 2024-03-31 13F EVERGY COM 30034W106 12,585 1,400 12.52 672 15.09 0.0994
2024-01-18 2023-12-31 13F EVERGY COM 30034W106 11,185 2,570 29.83 584 33.72 0.0871
2023-10-18 2023-09-30 13F EVERGY COM 30034W106 8,615 -165 -1.88 437 -14.84 0.0699
2023-07-20 2023-06-30 13F EVERGY COM 30034W106 8,780 4,775 119.23 513 109.84 0.0768
2023-04-18 2023-03-31 13F EVERGY COM 30034W106 4,005 700 21.18 245 17.87 0.0401
2023-01-12 2022-12-31 13F EVERGY COM 30034W106 3,305 3,305 208 0.0347
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.