Evergy, Inc.
MX ˙ BMV ˙ US30034W1062
SecurityMX:EVRG / Evergy, Inc.
InstitutionNational Pension Service
Latest Disclosed Ownership17,179 shares
Latest Disclosed Value $ 1,407,304
National Pension Service reports 89.57% increase in ownership of EVRG / Evergy, Inc.

On May 12, 2026 - National Pension Service filed a 13F-HR form disclosing ownership of 17,179 shares of Evergy, Inc. (MX:EVRG) valued at $1,407,304 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 10, 2026 disclosing 9,062 shares of Evergy, Inc.. This represents a change in shares of 89.57% 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)
2026-05-12 2026-03-31 13F EVERGY COM 30034W106 17,179 8,117 89.57 1,407 114.48 0.0011
2026-02-10 2025-12-31 13F EVERGY EVERGY INC 30034W106 9,062 3,035 50.36 657 43.23 0.0005
2025-11-04 2025-09-30 13F EVERGY COM 30034W106 6,027 2,328 62.94 458 80.31 0.0004
2025-08-08 2025-06-30 13F EVERGY COM 30034W106 3,699 2,859 340.36 255 345.61 0.0002
2025-05-13 2025-03-31 13F EVERGY COM 30034W106 840 359 74.64 58 96.55 0.0001
2025-02-05 2024-12-31 13F EVERGY COM 30034W106 481 481 30 0.0000
2024-10-30 2024-09-30 13F EVERGY COM 30034W106 0 -23,414 -100.00 0 -100.00
2024-08-13 2024-06-30 13F EVERGY COM 30034W106 23,414 0 0.00 1,240 -0.72 0.0014
2024-05-14 2024-03-31 13F EVERGY COM 30034W106 23,414 0 0.00 1,250 2.21 0.0015
2024-02-07 2023-12-31 13F EVERGY COM 30034W106 23,414 0 0.00 1,222 1.50 0.0017
2023-11-15 2023-09-30 13F EVERGY COM 30034W106 23,414 -350,569 -93.74 1,204 -94.41 0.0019
2023-08-16 2023-06-30 13F EVERGY COM 30034W106 373,983 31,156 9.09 21,526 3.87 0.0347
2023-05-12 2023-03-31 13F EVERGY COM 30034W106 342,827 -25,269 -6.86 20,724 -10.52 0.0377
2023-02-24 2022-12-31 13F/A-1 EVERGY COM 30034W106 368,096 8,719 2.43 23,161 6.54 0.0456
2023-02-21 2022-12-31 13F EVERGY COM 30034W106 368,096 8,719 23 0.0456
2023-02-24 2022-09-30 13F/A-1 EVERGY COM 30034W106 359,377 -6,602 -1.80 21,739 -8.97 0.0454
2022-11-18 2022-09-30 13F EVERGY COM 30034W106 359,377 -6,602 21,739 0.0454
2022-08-17 2022-06-30 13F EVERGY COM 30034W106 365,979 3,233 0.89 23,880 -3.67 0.0492
2022-05-13 2022-03-31 13F EVERGY COM 30034W106 362,746 340,623 1,539.68 24,790 1,533.07 0.0453
2022-02-15 2021-12-31 13F EVERGY COM 30034W106 22,123 0 0.00 1,518 10.32 0.0026
2021-11-18 2021-09-30 13F EVERGY COM 30034W106 22,123 12,882 139.40 1,376 146.59 0.0026
2021-08-17 2021-06-30 13F EVERGY COM 30034W106 9,241 1,105 13.58 558 15.29 0.0011
2021-05-14 2021-03-31 13F EVERGY COM 30034W106 8,136 1,949 31.50 484 41.11 0.0010
2021-02-19 2020-12-31 13F EVERGY COM 30034W106 6,187 -350,695 -98.27 343 -98.09 0.0008
2020-11-13 2020-09-30 13F EVERGY COM 30034W106 356,882 0 0.00 17,965 -15.10 0.0472
2020-08-11 2020-06-30 13F EVERGY COM 30034W106 356,882 6,357 1.81 21,160 9.66 0.0604
2020-05-27 2020-03-31 13F EVERGY COM 30034W106 350,525 0 0.00 19,296 -15.43 0.0653
2020-02-21 2019-12-31 13F EVERGY COM 30034W106 350,525 350,525 22,816 0.0626
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.