Evergy, Inc.
MX ˙ BMV ˙ US30034W1062
SecurityMX:EVRG / Evergy, Inc.
InstitutionMercer Global Advisors Inc /adv
Latest Disclosed Ownership302,333 shares
Latest Disclosed Value $ 24,767,114
Mercer Global Advisors Inc /adv reports 3.32% increase in ownership of EVRG / Evergy, Inc.

On May 15, 2026 - Mercer Global Advisors Inc /adv filed a 13F-HR form disclosing ownership of 302,333 shares of Evergy, Inc. (MX:EVRG) valued at $24,767,114 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 292,628 shares of Evergy, Inc.. This represents a change in shares of 3.32% 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)
2026-05-15 2026-03-31 13F EVERGY COM 30034W106 302,333 9,705 3.32 24,767 16.76 0.0366
2026-02-17 2025-12-31 13F EVERGY COM 30034W106 292,628 6,675 2.33 21,213 -2.42 0.0323
2025-11-14 2025-09-30 13F EVERGY COM 30034W106 285,953 54,449 23.52 21,738 36.23 0.0363
2025-08-14 2025-06-30 13F EVERGY COM 30034W106 231,504 110,579 91.44 15,958 91.40 0.0325
2025-05-15 2025-03-31 13F EVERGY COM 30034W106 120,925 67,321 125.59 8,338 152.71 0.0191
2025-02-14 2024-12-31 13F EVERGY COM 30034W106 53,604 -2,895 -5.12 3,299 -5.26 0.0080
2024-11-14 2024-09-30 13F EVERGY COM 30034W106 56,499 9,256 19.59 3,483 39.34 0.0082
2024-08-12 2024-06-30 13F EVERGY COM 30034W106 47,243 3,324 7.57 2,500 124,850.00 0.0068
2024-05-15 2024-03-31 13F EVERGY COM 30034W106 43,919 -669 -1.50 2 0.00 0.0067
2024-02-15 2023-12-31 13F EVERGY COM 30034W106 44,588 -1,377 -3.00 2 0.00 0.0070
2023-11-15 2023-09-30 13F/A-1 EVERGY COM 30034W106 45,965 -1,317 -2.79 2 0.00 0.0088
2023-11-14 2023-09-30 13F EVERGY COM 30034W106 45,965 -1,317 2 0.0088
2023-08-14 2023-06-30 13F EVERGY COM 30034W106 47,282 3,315 7.54 3 0.00 0.0110
2023-05-16 2023-03-31 13F EVERGY COM 30034W106 43,967 -16,433 -27.21 3 -33.33 0.0122
2023-02-09 2022-12-31 13F EVERGY COM 30034W106 60,400 619 1.04 4 -99.92 0.0190
2022-11-15 2022-09-30 13F EVERGY COM 30034W106 59,781 5,680 10.50 3,551 0.59 0.0211
2022-08-10 2022-06-30 13F EVERGY COM 30034W106 54,101 7,075 15.04 3,530 9.83 0.0216
2022-05-10 2022-03-31 13F EVERGY COM 30034W106 47,026 6,867 17.10 3,214 16.66 0.0189
2022-02-04 2021-12-31 13F EVERGY COM 30034W106 40,159 7,114 21.53 2,755 34.06 0.0170
2021-11-10 2021-09-30 13F EVERGY COM 30034W106 33,045 27,787 528.47 2,055 546.23 0.0144
2021-08-10 2021-06-30 13F EVERGY COM 30034W106 5,258 917 21.12 318 23.26 0.0024
2021-08-10 2021-03-31 13F/A-1 EVERGY COM 30034W106 4,341 -5,988 -57.97 258 -54.97 0.0023
2021-05-11 2021-03-31 13F EVERGY COM 30034W106 4,341 -5,988 258 0.0025
2021-02-12 2020-12-31 13F EVERGY COM 30034W106 10,329 2,268 28.14 573 39.76 0.0072
2020-12-10 2020-09-30 13F EVERGY COM 30034W106 8,061 -3,581 -30.76 410 -40.58 0.0062
2020-08-10 2020-06-30 13F EVERGY COM 30034W106 11,642 1,102 10.46 690 18.97 0.0125
2020-05-18 2020-03-31 13F EVERGY COM 30034W106 10,540 -6,416 -37.84 580 -47.46 0.0128
2020-02-13 2019-12-31 13F EVERGY INC COM COM 30034W106 16,956 -2,837 -14.33 1,104 -16.17 0.0220
2019-11-12 2019-09-30 13F EVERGY INC COM COM 30034W106 19,793 1,959 10.98 1,317 22.74 0.0310
2019-08-14 2019-06-30 13F EVERGY INC COM COM 30034W106 17,834 680 3.96 1,073 7.73 0.0284
2019-04-23 2019-03-31 13F/A-1 EVERGY INC COM COM 30034W106 17,154 17,154 996 0.0358
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.