Evergy, Inc.
MX ˙ BMV ˙ US30034W1062
SecurityMX:EVRG / Evergy, Inc.
InstitutionNaples Global Advisors, Llc
Latest Disclosed Ownership5,498 shares
Latest Disclosed Value $ 450,397
Naples Global Advisors, Llc reports 0.29% decrease in ownership of EVRG / Evergy, Inc.

On April 20, 2026 - Naples Global Advisors, Llc filed a 13F-HR form disclosing ownership of 5,498 shares of Evergy, Inc. (MX:EVRG) valued at $450,397 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 4, 2026 disclosing 5,514 shares of Evergy, Inc.. This represents a change in shares of -0.29% 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)
2026-04-20 2026-03-31 13F EVERGY COM 30034W106 5,498 -16 -0.29 450 12.78 0.0329
2026-02-04 2025-12-31 13F EVERGY COM 30034W106 5,514 -111 -1.97 400 -6.56 0.0299
2025-10-30 2025-09-30 13F EVERGY COM 30034W106 5,625 111 2.01 428 12.37 0.0333
2025-07-18 2025-06-30 13F EVERGY COM 30034W106 5,514 0 0.00 380 0.00 0.0327
2025-04-10 2025-03-31 13F EVERGY COM 30034W106 5,514 -99 -1.76 380 10.14 0.0361
2025-01-29 2024-12-31 13F EVERGY COM 30034W106 5,613 -175 -3.02 345 -3.63 0.0323
2024-10-24 2024-09-30 13F EVERGY COM 30034W106 5,788 -1,275 -18.05 359 -4.28 0.0334
2024-07-18 2024-06-30 13F EVERGY COM 30034W106 7,063 -175 -2.42 374 -3.11 0.0375
2024-04-29 2024-03-31 13F EVERGY COM 30034W106 7,238 -534 -6.87 386 -4.69 0.0395
2024-01-11 2023-12-31 13F EVERGY COM 30034W106 7,772 -175 -2.20 406 0.75 0.0446
2023-10-16 2023-09-30 13F EVERGY COM 30034W106 7,947 0 0.00 403 -13.36 0.0488
2023-07-17 2023-06-30 13F EVERGY COM 30034W106 7,947 -192 -2.36 464 -6.64 0.0545
2023-04-17 2023-03-31 13F EVERGY COM 30034W106 8,139 400 5.17 497 2.05 0.0620
2023-04-17 2022-12-31 13F/A-1 EVERGY COM 30034W106 7,739 -200 -2.52 487 3.18 0.0619
2023-01-20 2022-12-31 13F EVERGY COM 30034W106 7,739 -200 487 0.0001
2022-10-20 2022-09-30 13F EVERGY COM 30034W106 7,939 0 0.00 472 -8.88 0.0650
2022-08-11 2022-06-30 13F EVERGY COM 30034W106 7,939 -75 -0.94 518 -5.47 0.0672
2022-04-28 2022-03-31 13F EVERGY COM 30034W106 8,014 -440 -5.20 548 -5.52 0.0633
2022-02-04 2021-12-31 13F EVERGY COM 30034W106 8,454 -250 -2.87 580 7.21 0.0672
2021-10-29 2021-09-30 13F/A-1 EVERGY COM 30034W106 8,704 -225 -2.52 541 0.19 0.0711
2021-10-25 2021-09-30 13F EVERGY COM 30034W106 8,704 -225 541 0.0707
2021-08-06 2021-06-30 13F EVERGY COM 30034W106 8,929 -1,251 -12.29 540 -10.89 0.0751
2021-05-10 2021-03-31 13F EVERGY COM 30034W106 10,180 751 7.96 606 15.87 0.0921
2021-02-08 2020-12-31 13F EVERGY COM 30034W106 9,429 0 0.00 523 9.19 0.0884
2020-10-26 2020-09-30 13F EVERGY COM 30034W106 9,429 -1,910 -16.84 479 -28.72 0.0934
2020-08-04 2020-06-30 13F EVERGY COM 30034W106 11,339 -400 -3.41 672 4.02 0.1448
2020-04-27 2020-03-31 13F EVERGY COM 30034W106 11,739 3,275 38.69 646 17.24 0.1693
2020-02-05 2019-12-31 13F Evergy COM 30034W106 8,464 -200 -2.31 551 -4.51 0.1157
2019-10-28 2019-09-30 13F Evergy COM 30034W106 8,664 -900 -9.41 577 0.35 0.1348
2019-07-10 2019-06-30 13F Evergy COM 30034W106 9,564 0 0.00 575 3.60 0.1399
2019-04-29 2019-03-31 13F Evergy COM 30034W106 9,564 -700 -6.82 555 -4.97 0.1419
2019-02-01 2018-12-31 13F Evergy COM 30034W106 10,264 -200 -1.91 584 1.57 0.1662
2018-11-13 2018-09-30 13F/A-1 Evergy COM 30034W106 10,464 -489 -4.46 575 -6.50 0.1526
2018-11-13 2018-09-30 13F Evergy COM 30034W106 10,953 0 615
2018-07-23 2018-06-30 13F Evergy COM 30034W106 10,953 10,953 615 0.1732
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.