Evergy, Inc.
MX ˙ BMV ˙ US30034W1062
SecurityMX:EVRG / Evergy, Inc.
InstitutionMassmutual Trust Co Fsb/adv
Latest Disclosed Ownership3,498 shares
Latest Disclosed Value $ 286,556
Massmutual Trust Co Fsb/adv reports 5.51% decrease in ownership of EVRG / Evergy, Inc.

On April 13, 2026 - Massmutual Trust Co Fsb/adv filed a 13F-HR form disclosing ownership of 3,498 shares of Evergy, Inc. (MX:EVRG) valued at $286,556 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 7, 2026 disclosing 3,702 shares of Evergy, Inc.. This represents a change in shares of -5.51% 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.

Upgrade to unlock premium data and export to Excel .

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)
2026-04-13 2026-03-31 13F Evergy Common / Ordinary Stock 30034W106 3,498 -204 -5.51 287 6.72 0.0078
2026-01-07 2025-12-31 13F Evergy Common / Ordinary Stock 30034W106 3,702 -142 -3.69 268 -8.22 0.0069
2025-10-22 2025-09-30 13F Evergy Common / Ordinary Stock 30034W106 3,844 -61 -1.56 292 8.55 0.0074
2025-07-09 2025-06-30 13F Evergy Common / Ordinary Stock 30034W106 3,905 221 6.00 269 5.91 0.0072
2025-04-01 2025-03-31 13F Evergy Common / Ordinary Stock 30034W106 3,684 98 2.73 254 15.45 0.0073
2025-01-16 2024-12-31 13F Evergy Common / Ordinary Stock 30034W106 3,586 -1,421 -28.38 221 -29.03 0.0062
2024-10-02 2024-09-30 13F Evergy Common / Ordinary Stock 30034W106 5,007 20 0.40 310 17.42 0.0088
2024-07-02 2024-06-30 13F Evergy Common / Ordinary Stock 30034W106 4,987 65 1.32 264 0.76 0.0080
2024-04-09 2024-03-31 13F Evergy Common / Ordinary Stock 30034W106 4,922 1 0.02 263 2.34 0.0082
2024-01-03 2023-12-31 13F Evergy Common / Ordinary Stock 30034W106 4,921 862 21.24 257 24.88 0.0086
2023-10-04 2023-09-30 13F Evergy Common / Ordinary Stock 30034W106 4,059 -547 -11.88 206 -23.79 0.0076
2023-08-02 2023-06-30 13F Evergy Common / Ordinary Stock 30034W106 4,606 41 0.90 269 -3.58 0.0097
2023-04-11 2023-03-31 13F Evergy Common / Ordinary Stock 30034W106 4,565 318 7.49 279 0.0107
2023-01-06 2022-12-31 13F Evergy Common / Ordinary Stock 30034W106 4,247 25 0.59 0 0.0110
2022-10-07 2022-09-30 13F Evergy Common / Ordinary Stock 30034W106 4,222 78 1.88 0 0.0114
2022-07-07 2022-06-30 13F Evergy Common / Ordinary Stock 30034W106 4,144 171 4.30 0 0.0117
2022-04-08 2022-03-31 13F Evergy Common / Ordinary Stock 30034W106 3,973 -44 -1.10 0 0.0103
2022-02-09 2021-12-31 13F Evergy Common / Ordinary Stock 30034W106 4,017 -123 -2.97 0 0.0102
2021-11-12 2021-09-30 13F Evergy Common / Ordinary Stock 30034W106 4,140 -37 -0.89 0 0.0107
2021-08-16 2021-06-30 13F Evergy Common / Ordinary Stock 30034W106 4,177 -29 -0.69 0 0.0107
2021-05-17 2021-03-31 13F Evergy Common / Ordinary Stock 30034W106 4,206 -89 -2.07 0 0.0118
2021-02-16 2020-12-31 13F Evergy Common / Ordinary Stock 30034W106 4,295 -429 -9.08 0 0.0122
2020-11-13 2020-09-30 13F Evergy Common / Ordinary Stock 30034W106 4,724 -88 -1.83 0 -100.00 0.0140
2020-08-13 2020-06-30 13F Evergy Common / Ordinary Stock 30034W106 4,812 -307 -6.00 285 1.06 0.0184
2020-05-15 2020-03-31 13F Evergy Common / Ordinary Stock 30034W106 5,119 -430 -7.75 282 -21.88 0.0225
2020-05-15 2019-12-31 13F Evergy Common / Ordinary Stock 30034W106 5,549 120 2.21 361 0.00 0.0223
2019-11-14 2019-09-30 13F Evergy Common / Ordinary Stock 30034W106 5,429 -73 -1.33 361 9.06 0.0242
2019-08-14 2019-06-30 13F Evergy Common / Ordinary Stock 30034W106 5,502 -406 -6.87 331 -3.22 0.0229
2019-05-15 2019-03-31 13F Evergy Common / Ordinary Stock 30034W106 5,908 -268 -4.34 343 -2.29 0.0247
2019-02-26 2018-12-31 13F Evergy Common / Ordinary Stock 30034W106 6,176 -55 -0.88 351 2.34 0.0300
2018-11-09 2018-09-30 13F Evergy Common / Ordinary Stock 30034W106 6,231 -541 -7.99 342 -10.00 0.0254
2018-08-20 2018-06-30 13F Evergy Common / Ordinary Stock 30034W106 6,772 6,772 380 0.0304
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.