Evergy, Inc.
MX ˙ BMV ˙ US30034W1062
SecurityMX:EVRG / Evergy, Inc.
InstitutionNeuberger Berman Group LLC
Latest Disclosed Ownership131,152 shares
Latest Disclosed Value $ 10,743,983
Neuberger Berman Group LLC reports 0.04% decrease in ownership of EVRG / Evergy, Inc.

On May 14, 2026 - Neuberger Berman Group LLC filed a 13F-HR form disclosing ownership of 131,152 shares of Evergy, Inc. (MX:EVRG) valued at $10,743,983 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 131,210 shares of Evergy, Inc.. This represents a change in shares of -0.04% 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)
2026-05-14 2026-03-31 13F EVERGY Common 30034W106 131,152 -58 -0.04 10,744 12.95 0.0082
2026-02-13 2025-12-31 13F EVERGY Common 30034W106 131,210 3,845 3.02 9,511 -1.77 0.0071
2025-11-12 2025-09-30 13F EVERGY Common 30034W106 127,365 4,030 3.27 9,682 13.89 0.0071
2025-08-25 2025-06-30 13F/A-1 EVERGY Common 30034W106 123,335 10,721 9.52 8,501 9.49 0.0065
2025-08-13 2025-06-30 13F EVERGY Common 30034W106 123,335 10,721 8,501 0.0034
2025-05-13 2025-03-31 13F EVERGY Common 30034W106 112,614 -1,228 -1.08 7,765 10.82 0.0065
2025-02-13 2024-12-31 13F EVERGY Common 30034W106 113,842 2,608 2.34 7,007 1.58 0.0056
2024-11-14 2024-09-30 13F EVERGY Common 30034W106 111,234 -1,435 -1.27 6,898 15.57 0.0054
2024-11-14 2024-06-30 13F/A-1 EVERGY Common 30034W106 112,669 -859 -0.76 5,968 -1.52 0.0049
2024-08-13 2024-06-30 13F EVERGY Common 30034W106 112,669 -859 5,968 0.0049
2024-11-14 2024-03-31 13F/A-1 EVERGY Common 30034W106 113,528 -8,508 -6.97 6,060 -4.87 0.0050
2024-05-13 2024-03-31 13F EVERGY Common 30034W106 113,528 -8,508 6,060 0.0050
2024-11-14 2023-12-31 13F/A-2 EVERGY Common 30034W106 122,036 -181,411 -59.78 6,370 -58.59 0.0056
2024-02-09 2023-12-31 13F EVERGY Common 30034W106 122,036 -181,411 6,370 0.0056
2023-11-14 2023-09-30 13F EVERGY Common 30034W106 303,447 -95,675 -23.97 15,385 -34.02 0.0140
2023-08-11 2023-06-30 13F EVERGY Common 30034W106 399,122 -14,132 -3.42 23,317 -7.69 0.0208
2023-05-12 2023-03-31 13F EVERGY Common 30034W106 413,254 6,946 1.71 25,258 -1.21 0.0234
2023-02-13 2022-12-31 13F EVERGY Common 30034W106 406,308 -10,972 -2.63 25,569 3.16 0.0251
2022-11-15 2022-09-30 13F EVERGY Common 30034W106 417,280 -6,130 -1.45 24,786 -10.29 0.0259
2022-08-15 2022-06-30 13F EVERGY Common 30034W106 423,410 -25,295 -5.64 27,628 -9.90 0.0278
2022-05-23 2022-03-31 13F/A-1 EVERGY Common 30034W106 448,705 -32,880 -6.83 30,665 -6.94 0.0260
2022-05-13 2022-03-31 13F EVERGY Common 30034W106 448,705 -32,880 30,582 0.0136
2022-02-11 2021-12-31 13F EVERGY Common 30034W106 481,585 115,000 31.37 32,953 44.73 0.0259
2021-11-12 2021-09-30 13F EVERGY Common 30034W106 366,585 3,008 0.83 22,769 3.75 0.0199
2021-08-13 2021-06-30 13F EVERGY Common 30034W106 363,577 -11,466 -3.06 21,946 -1.60 0.0192
2021-05-13 2021-03-31 13F EVERGY INC Common 30034W106 375,043 -130,339 -25.79 22,303 -20.46 0.0213
2021-02-10 2020-12-31 13F EVERGY INC Common 30034W106 505,382 55,838 12.42 28,041 22.74 0.0291
2020-11-12 2020-09-30 13F EVERGY INC Common 30034W106 449,544 -287,301 -38.99 22,845 -47.71 0.0271
2020-08-13 2020-06-30 13F EVERGY INC Common 30034W106 736,845 86,748 13.34 43,688 22.07 0.0543
2020-05-14 2020-03-31 13F EVERGY INC Common 30034W106 650,097 -264,566 -28.92 35,788 -39.89 0.0546
2020-02-12 2019-12-31 13F EVERGY Common 30034W106 914,663 -95,554 -9.46 59,535 -11.46 0.0695
2019-11-13 2019-09-30 13F EVERGY Common 30034W106 1,010,217 -96,709 -8.74 67,240 0.99 0.0821
2019-08-13 2019-06-30 13F EVERGY Common 30034W106 1,106,926 -110,323 -9.06 66,582 -5.77 0.0796
2019-05-13 2019-03-31 13F EVERGY Common 30034W106 1,217,249 -257,893 -17.48 70,661 -15.62 0.0866
2019-02-12 2018-12-31 13F EVERGY Common 30034W106 1,475,142 19,327 1.33 83,744 4.74 0.1167
2018-11-16 2018-09-30 13F/A-1 EVERGY Common 30034W106 1,455,815 -53,092 -3.52 79,953 -5.63 0.0906
2018-11-13 2018-09-30 13F EVERGY Common 30034W106 1,455,815 -53,092 79,953
2018-08-13 2018-06-30 13F EVERGY Common 30034W106 1,508,907 1,508,907 84,725 0.0935
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.