Evergy, Inc.
MX ˙ BMV ˙ US30034W1062
SecurityMX:EVRG / Evergy, Inc.
InstitutionMariner, LLC
Latest Disclosed Ownership2,519 shares
Latest Disclosed Value $ 206,338
Mariner, LLC ownership in EVRG / Evergy, Inc.

On May 13, 2026 - Mariner, LLC filed a 13F-HR form disclosing ownership of 2,519 shares of Evergy, Inc. (MX:EVRG) valued at $206,338 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 0 shares of Evergy, Inc..

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 2,519 2,519 206 0.0002
2026-02-13 2025-12-31 13F EVERGY COM 30034W106 0 -26,903 -100.00 0 -100.00
2025-11-14 2025-09-30 13F EVERGY COM 30034W106 26,903 -31,961 -54.30 2,045 -49.58 0.0026
2025-08-14 2025-06-30 13F EVERGY COM 30034W106 58,864 -4,124 -6.55 4,057 -6.59 0.0059
2025-05-15 2025-03-31 13F EVERGY COM 30034W106 62,988 8,707 16.04 4,343 30.00 0.0072
2025-02-13 2024-12-31 13F EVERGY COM 30034W106 54,281 2,926 5.70 3,341 4.90 0.0056
2024-11-13 2024-09-30 13F EVERGY COM 30034W106 51,355 5,931 13.06 3,184 32.34 0.0056
2024-08-13 2024-06-30 13F EVERGY COM 30034W106 45,424 2,418 5.62 2,406 4.84 0.0047
2024-05-15 2024-03-31 13F EVERGY COM 30034W106 43,006 -1,650 -3.69 2,296 -1.54 0.0047
2024-02-14 2023-12-31 13F EVERGY COM 30034W106 44,656 3,587 8.73 2,331 11.96 0.0055
2023-11-13 2023-09-30 13F EVERGY COM 30034W106 41,069 782 1.94 2,082 -11.52 0.0056
2023-08-11 2023-06-30 13F EVERGY COM 30034W106 40,287 786 1.99 2,354 117,550.00 0.0063
2023-05-15 2023-03-31 13F EVERGY COM 30034W106 39,501 -28,313 -41.75 2 -99.95 0.0070
2023-02-14 2022-12-31 13F EVERGY COM 30034W106 67,814 36,548 116.89 4,268 129.71 0.0137
2022-11-10 2022-09-30 13F EVERGY COM 30034W106 31,266 -479 -1.51 1,858 -10.33 0.0074
2022-08-15 2022-06-30 13F EVERGY COM 30034W106 31,745 1,063 3.46 2,072 -1.19 0.0085
2022-05-13 2022-03-31 13F EVERGY COM 30034W106 30,682 11,946 63.76 2,097 63.19 0.0079
2022-02-14 2021-12-31 13F EVERGY COM 30034W106 18,736 368 2.00 1,285 12.52 0.0054
2021-11-15 2021-09-30 13F EVERGY COM 30034W106 18,368 682 3.86 1,142 6.83 0.0060
2021-08-24 2021-06-30 13F EVERGY COM 30034W106 17,686 1,694 10.59 1,069 12.29 0.0066
2021-05-07 2021-03-31 13F EVERGY COM 30034W106 15,992 -408 -2.49 952 4.62 0.0066
2021-02-16 2020-12-31 13F EVERGY COM 30034W106 16,400 6,382 63.71 910 78.78 0.0070
2020-11-13 2020-09-30 13F EVERGY COM 30034W106 10,018 -1,218 -10.84 509 -23.57 0.0048
2020-08-14 2020-06-30 13F EVERGY COM 30034W106 11,236 -371 -3.20 666 4.06 0.0067
2020-05-14 2020-03-31 13F EVERGY COM 30034W106 11,607 -3,502 -23.18 640 -34.89 0.0080
2020-02-13 2019-12-31 13F EVERGY COM 30034W106 15,109 -128 -0.84 983 -3.06 0.0102
2019-11-13 2019-09-30 13F EVERGY COM 30034W106 15,237 620 4.24 1,014 15.36 0.0121
2019-08-14 2019-06-30 13F EVERGY COM 30034W106 14,617 1,003 7.37 879 11.27 0.0105
2019-05-15 2019-03-31 13F EVERGY COM 30034W106 13,614 3,916 40.38 790 43.38 0.0113
2019-02-13 2018-12-31 13F EVERGY COM 30034W106 9,698 141 1.48 551 4.95 0.0098
2018-11-14 2018-09-30 13F EVERGY COM 30034W106 9,557 -196 -2.01 525 -4.20 0.0135
2018-08-14 2018-06-30 13F EVERGY COM 30034W106 9,753 9,753 548 0.0155
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.