Evergy, Inc.
MX ˙ BMV ˙ US30034W1062
SecurityMX:EVRG / Evergy, Inc.
InstitutionLedyard National Bank
Latest Disclosed Ownership54,789 shares
Latest Disclosed Value $ 4,488,315
Ledyard National Bank reports 2.16% decrease in ownership of EVRG / Evergy, Inc.

On April 24, 2026 - Ledyard National Bank filed a 13F-HR form disclosing ownership of 54,789 shares of Evergy, Inc. (MX:EVRG) valued at $4,488,315 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 21, 2026 disclosing 55,996 shares of Evergy, Inc.. This represents a change in shares of -2.16% 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 54,789 -1,207 -2.16 4,488 10.57 0.2251
2026-01-21 2025-12-31 13F EVERGY Com 30034W106 55,996 -2,433 -4.16 4,059 -8.60 0.1980
2025-11-05 2025-09-30 13F EVERGY Com 30034W106 58,429 -3,081 -5.01 4,442 4.77 0.2261
2025-08-04 2025-06-30 13F EVERGY Com 30034W106 61,510 -928 -1.49 4,240 -1.53 0.4004
2025-04-23 2025-03-31 13F EVERGY Com 30034W106 62,438 -105 -0.17 4,305 11.85 0.4259
2025-01-28 2024-12-31 13F EVERGY Com 30034W106 62,543 -4,010 -6.03 3,850 -6.71 0.3621
2024-10-21 2024-09-30 13F EVERGY Com 30034W106 66,553 -3,109 -4.46 4,127 11.85 0.3774
2024-08-06 2024-06-30 13F EVERGY Com 30034W106 69,662 -5,190 -6.93 3,690 -7.66 0.3583
2024-05-09 2024-03-31 13F EVERGY Com 30034W106 74,852 -7,136 -8.70 3,996 -6.64 0.3867
2024-02-05 2023-12-31 13F EVERGY Com 30034W106 81,988 -7,680 -8.56 4,280 -5.87 0.4404
2023-11-08 2023-09-30 13F EVERGY Com 30034W106 89,668 127 0.14 4,546 -13.08 0.5175
2023-08-10 2023-06-30 13F EVERGY Com 30034W106 89,541 -767 -0.85 5,231 -5.24 0.5698
2023-04-25 2023-03-31 13F EVERGY Com 30034W106 90,308 -1,055 -1.15 5,520 -4.00 0.6340
2023-02-06 2022-12-31 13F EVERGY Com 30034W106 91,363 2,277 2.56 5,749 8.64 0.6761
2022-10-18 2022-09-30 13F EVERGY Com 30034W106 89,086 -625 -0.70 5,292 -9.60 0.6880
2022-07-19 2022-06-30 13F EVERGY Com 30034W106 89,711 1,137 1.28 5,854 -3.29 0.7069
2022-04-25 2022-03-31 13F EVERGY Com 30034W106 88,574 2,572 2.99 6,053 2.59 0.6054
2022-01-31 2021-12-31 13F EVERGY Com 30034W106 86,002 -158 -0.18 5,900 10.07 0.5649
2021-10-20 2021-09-30 13F EVERGY Com 30034W106 86,160 2,071 2.46 5,360 5.49 0.5541
2021-07-27 2021-06-30 13F EVERGY Com 30034W106 84,089 -702 -0.83 5,081 0.65 0.5200
2021-04-27 2021-03-31 13F EVERGY Com 30034W106 84,791 -723 -0.85 5,048 6.34 0.5438
2021-01-25 2020-12-31 13F EVERGY Com 30034W106 85,514 -5,673 -6.22 4,747 2.44 0.5422
2020-10-21 2020-09-30 13F EVERGY Com 30034W106 91,187 -6,610 -6.76 4,634 -20.08 0.5859
2020-07-24 2020-06-30 13F EVERGY Com 30034W106 97,797 -4,395 -4.30 5,798 3.06 0.7727
2020-04-24 2020-03-31 13F EVERGY Com 30034W106 102,192 543 0.53 5,626 -14.96 0.8589
2020-01-31 2019-12-31 13F EVERGY Com 30034W106 101,649 2,332 2.35 6,616 0.08 0.8026
2019-10-23 2019-09-30 13F EVERGY Com 30034W106 99,317 4,367 4.60 6,611 15.76 0.8731
2019-07-26 2019-06-30 13F EVERGY Com 30034W106 94,950 94,950 5,711 0.7640
2019-04-12 2019-03-31 13F EVERGY Com 30034W106 0 -75 -100.00 0 -100.00
2019-01-29 2018-12-31 13F EVERGY Com 30034W106 75 75 4 0.0005
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.