Evergy, Inc.
MX ˙ BMV ˙ US30034W1062
SecurityMX:EVRG / Evergy, Inc.
InstitutionNissay Asset Management Corp /japan/ /adv
Latest Disclosed Ownership30,755 shares
Latest Disclosed Value $ 2,519,450
Nissay Asset Management Corp /japan/ /adv reports 1.32% increase in ownership of EVRG / Evergy, Inc.

On May 15, 2026 - Nissay Asset Management Corp /japan/ /adv filed a 13F-HR form disclosing ownership of 30,755 shares of Evergy, Inc. (MX:EVRG) valued at $2,519,450 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 30,353 shares of Evergy, Inc.. This represents a change in shares of 1.32% 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 30,755 402 1.32 2,519 14.50 0.0134
2026-02-17 2025-12-31 13F EVERGY COM 30034W106 30,353 322 1.07 2,200 -3.59 0.0114
2025-11-14 2025-09-30 13F EVERGY COM 30034W106 30,031 341 1.15 2,283 11.53 0.0126
2025-08-14 2025-06-30 13F EVERGY COM 30034W106 29,690 917 3.19 2,047 3.18 0.0120
2025-05-15 2025-03-31 13F EVERGY COM 30034W106 28,773 311 1.09 1,984 12.93 0.0129
2025-02-14 2024-12-31 13F EVERGY COM 30034W106 28,462 100 0.35 1,756 -0.11 0.0107
2024-11-14 2024-09-30 13F EVERGY COM 30034W106 28,362 863 3.14 1,759 20.74 0.0111
2024-08-14 2024-06-30 13F EVERGY COM 30034W106 27,499 874 3.28 1,457 2.46 0.0096
2024-05-15 2024-03-31 13F EVERGY COM 30034W106 26,625 487 1.86 1,421 4.18 0.0098
2024-02-14 2023-12-31 13F EVERGY COM 30034W106 26,138 1,286 5.17 1,364 8.34 0.0110
2023-11-14 2023-09-30 13F EVERGY COM 30034W106 24,852 834 3.47 1,260 -10.26 0.0112
2023-08-14 2023-06-30 13F EVERGY COM 30034W106 24,018 -340 -1.40 1,403 -5.71 0.0121
2023-05-15 2023-03-31 13F EVERGY COM 30034W106 24,358 -1,010 -3.98 1,489 -6.77 0.0133
2023-02-14 2022-12-31 13F EVERGY COM 30034W106 25,368 -374 -1.45 1,596 4.38 0.0153
2022-11-14 2022-09-30 13F EVERGY COM 30034W106 25,742 953 3.84 1,529 -5.44 0.0161
2022-08-15 2022-06-30 13F EVERGY COM 30034W106 24,789 -350 -1.39 1,617 -5.88 0.0161
2022-05-16 2022-03-31 13F EVERGY COM 30034W106 25,139 641 2.62 1,718 2.20 0.0150
2022-02-14 2021-12-31 13F EVERGY COM 30034W106 24,498 746 3.14 1,681 13.81 0.0129
2021-11-10 2021-09-30 13F EVERGY COM 30034W106 23,752 1,076 4.75 1,477 7.81 0.0125
2021-08-13 2021-06-30 13F EVERGY COM 30034W106 22,676 -127 -0.56 1,370 0.96 0.0120
2021-05-11 2021-03-31 13F EVERGY COM 30034W106 22,803 -497 -2.13 1,357 4.95 0.0134
2021-02-08 2020-12-31 13F EVERGY COM 30034W106 23,300 599 2.64 1,293 12.05 0.0194
2020-10-20 2020-09-30 13F EVERGY COM 30034W106 22,701 452 2.03 1,154 -12.51 0.0195
2020-07-27 2020-06-30 13F EVERGY COM 30034W106 22,249 956 4.49 1,319 12.54 0.0256
2020-05-05 2020-03-31 13F EVERGY COM 30034W106 21,293 38 0.18 1,172 -15.26 0.0298
2020-02-14 2019-12-31 13F EVERGY COM 30034W106 21,255 -733 -3.33 1,383 -5.53 0.0307
2019-11-14 2019-09-30 13F EVERGY COM 30034W106 21,988 298 1.37 1,464 12.18 0.0362
2019-08-07 2019-06-30 13F EVERGY COM 30034W106 21,690 -697 -3.11 1,305 0.38 0.0330
2019-05-03 2019-03-31 13F EVERGY COM 30034W106 22,387 414 1.88 1,300 4.25 0.0343
2019-02-06 2018-12-31 13F EVERGY COM 30034W106 21,973 512 2.39 1,247 5.77 0.0380
2018-10-30 2018-09-30 13F EVERGY COM 30034W106 21,461 8,698 68.15 1,179 64.44 0.0317
2018-08-08 2018-06-30 13F EVERGY COM 30034W106 12,763 12,763 717 0.0210
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.