Evergy, Inc.
MX ˙ BMV ˙ US30034W1062
SecurityMX:EVRG / Evergy, Inc.
InstitutionLegal & General Group Plc
Latest Disclosed Ownership1,646,473 shares
Latest Disclosed Value $ 134,879,063
Legal & General Group Plc reports 1.61% decrease in ownership of EVRG / Evergy, Inc.

On May 8, 2026 - Legal & General Group Plc filed a 13F-HR form disclosing ownership of 1,646,473 shares of Evergy, Inc. (MX:EVRG) valued at $134,879,063 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 9, 2026 disclosing 1,673,376 shares of Evergy, Inc.. This represents a change in shares of -1.61% 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)
2026-05-08 2026-03-31 13F EVERGY COM 30034W106 1,646,473 -26,903 -1.61 134,879 11.19 0.0312
2026-02-09 2025-12-31 13F EVERGY COM 30034W106 1,673,376 -119,353 -6.66 121,303 -10.99 0.0269
2025-11-13 2025-09-30 13F EVERGY COM 30034W106 1,792,729 -41,557 -2.27 136,283 7.79 0.0306
2025-08-12 2025-06-30 13F EVERGY COM 30034W106 1,834,286 68,559 3.88 126,437 3.85 0.0314
2025-05-15 2025-03-31 13F EVERGY COM 30034W106 1,765,727 55,098 3.22 121,747 15.63 0.0332
2025-02-13 2024-12-31 13F EVERGY COM 30034W106 1,710,629 -31,925 -1.83 105,289 -2.56 0.0279
2025-02-28 2024-09-30 13F/A-2 EVERGY COM 30034W106 1,742,554 -54,941 -3.06 108,056 13.49 0.0284
2024-11-14 2024-09-30 13F/A-1 EVERGY COM 30034W106 2,052,735 -52,239 127,290 0.0265
2024-11-14 2024-09-30 13F EVERGY COM 30034W106 2,052,735 -52,239 127,290 0.0134
2025-05-29 2024-06-30 13F/A-1 EVERGY COM 30034W106 1,797,495 -157,575 -8.06 95,213 -8.77 0.0269
2024-08-14 2024-06-30 13F EVERGY COM 30034W106 2,104,974 -157,477 111,500 0.0250
2025-05-29 2024-03-31 13F/A-2 EVERGY COM 30034W106 1,955,070 -69,597 -3.44 104,362 -1.25 0.0300
2024-07-01 2024-03-31 13F/A-1 EVERGY COM 30034W106 2,262,451 -79,690 120,770 0.0282
2024-05-14 2024-03-31 13F EVERGY COM 30034W106 2,262,451 -79,690 120,770 0.0145
2025-05-29 2023-12-31 13F/A-1 EVERGY COM 30034W106 2,024,667 -16,294 -0.80 105,688 2.14 0.0328
2024-02-15 2023-12-31 13F EVERGY COM 30034W106 2,342,141 301,180 122,260 0.0314
2023-11-14 2023-09-30 13F EVERGY COM 30034W106 2,040,961 -95,451 -4.47 103,477 -17.09 0.0361
2023-08-14 2023-06-30 13F EVERGY COM 30034W106 2,136,412 -38,254 -1.76 124,809 -6.10 0.0406
2023-05-15 2023-03-31 13F EVERGY COM 30034W106 2,174,666 -113,132 -4.95 132,916 -7.68 0.0475
2023-02-14 2022-12-31 13F EVERGY COM 30034W106 2,287,798 -77,991 -3.30 143,971 2.45 0.0553
2022-11-14 2022-09-30 13F EVERGY COM 30034W106 2,365,789 -215,913 -8.36 140,531 -16.58 0.0549
2022-08-22 2022-06-30 13F EVERGY COM 30034W106 2,581,702 -28,232 -1.08 168,459 -5.55 0.0596
2022-05-16 2022-03-31 13F EVERGY COM 30034W106 2,609,934 -39,686 -1.50 178,363 -1.89 0.0543
2022-02-14 2021-12-31 13F EVERGY COM 30034W106 2,649,620 21,665 0.82 181,791 11.22 0.0550
2021-11-15 2021-09-30 13F EVERGY COM 30034W106 2,627,955 35,378 1.36 163,459 4.33 0.0531
2021-08-12 2021-06-30 13F EVERGY COM 30034W106 2,592,577 32,314 1.26 156,669 2.79 0.0524
2021-05-17 2021-03-31 13F EVERGY COM 30034W106 2,560,263 6,433 0.25 152,413 7.51 0.0568
2021-02-12 2020-12-31 13F EVERGY COM 30034W106 2,553,830 -115,773 -4.34 141,762 4.49 0.0555
2020-11-13 2020-09-30 13F EVERGY COM 30034W106 2,669,603 21,765 0.82 135,669 -13.58 0.0606
2020-08-14 2020-06-30 13F EVERGY COM 30034W106 2,647,838 -134,258 -4.83 156,990 2.41 0.0759
2020-05-14 2020-03-31 13F EVERGY COM 30034W106 2,782,096 -35,492 -1.26 153,302 -16.39 0.0896
2020-02-13 2019-12-31 13F EVERGY COM 30034W106 2,817,588 -140,540 -4.75 183,344 3.04 0.0873
2019-08-14 2019-06-30 13F EVERGY COM 30034W106 2,958,128 -50,032 -1.66 177,943 1.90 0.0957
2019-05-15 2019-03-31 13F EVERGY COM 30034W106 3,008,160 307,377 11.38 174,629 13.91 0.0997
2019-02-15 2018-12-31 13F EVERGY COM 30034W106 2,700,783 204,160 8.18 153,307 11.83 0.1188
2018-11-20 2018-09-30 13F EVERGY COM 30034W106 2,496,623 840,310 50.73 137,093 47.45 0.0981
2018-08-10 2018-06-30 13F EVERGY COM 30034W106 1,656,313 1,656,313 92,975 0.0717
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.