Evergy, Inc.
MX ˙ BMV ˙ US30034W1062
SecurityMX:EVRG / Evergy, Inc.
InstitutionNomura Asset Management Co Ltd
Latest Disclosed Ownership78,821 shares
Latest Disclosed Value $ 6,457,016
Nomura Asset Management Co Ltd reports 0.69% increase in ownership of EVRG / Evergy, Inc.

On May 11, 2026 - Nomura Asset Management Co Ltd filed a 13F-HR form disclosing ownership of 78,821 shares of Evergy, Inc. (MX:EVRG) valued at $6,457,016 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 10, 2026 disclosing 78,281 shares of Evergy, Inc.. This represents a change in shares of 0.69% 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)
2026-05-11 2026-03-31 13F EVERGY COM 30034W106 78,821 540 0.69 6,457 13.80 0.0104
2026-02-10 2025-12-31 13F EVERGY COM 30034W106 78,281 -209 -0.27 5,675 -4.89 0.0144
2025-11-12 2025-09-30 13F EVERGY COM 30034W106 78,490 219 0.28 5,967 10.58 0.0156
2025-08-11 2025-06-30 13F EVERGY COM 30034W106 78,271 5,730 7.90 5,395 7.88 0.0148
2025-05-12 2025-03-31 13F EVERGY COM 30034W106 72,541 553 0.77 5,002 12.89 0.0153
2025-02-12 2024-12-31 13F EVERGY COM 30034W106 71,988 61 0.08 4,431 -0.67 0.0133
2024-11-15 2024-09-30 13F EVERGY COM 30034W106 71,927 7,280 11.26 4,460 30.26 0.0138
2024-08-14 2024-06-30 13F EVERGY COM 30034W106 64,647 -231 -0.36 3,424 -1.13 0.0117
2024-05-13 2024-03-31 13F EVERGY COM 30034W106 64,878 -8,685 -11.81 3,463 -9.79 0.0126
2024-02-09 2023-12-31 13F EVERGY COM 30034W106 73,563 6,064 8.98 3,840 12.19 0.0159
2023-11-03 2023-09-30 13F EVERGY COM 30034W106 67,499 6,317 10.32 3,422 -4.25 0.0160
2023-08-14 2023-06-30 13F EVERGY COM 30034W106 61,182 -1,080 -1.73 3,574 -6.07 0.0165
2025-01-10 2023-03-31 13F/A-1 EVERGY COM 30034W106 62,262 3,273 5.55 3,805 2.51 0.0200
2023-05-11 2023-03-31 13F EVERGY COM 30034W106 62,262 3,273 3,805 0.0200
2025-01-10 2022-12-31 13F/A-1 EVERGY COM 30034W106 58,989 1,945 3.41 3,712 9.56 0.0216
2023-02-14 2022-12-31 13F EVERGY COM 30034W106 58,989 1,945 3,712 0.0216
2025-01-10 2022-09-30 13F/A-3 EVERGY COM 30034W106 57,044 -5,172 -8.31 3,388 -16.53 0.0216
2022-11-14 2022-09-30 13F/A-2 EVERGY COM 30034W106 57,044 -5,172 3,388 0.0216
2022-11-10 2022-09-30 13F/A-1 EVERGY COM 30034W106 57,044 -5,172 3,388 0.0216
2022-11-10 2022-09-30 13F EVERGY COM 30034W106 57,044 -5,172 3,388 0.0136
2025-01-10 2022-06-30 13F/A-1 EVERGY COM 30034W106 62,216 3,026 5.11 4,060 0.35 0.0254
2022-08-12 2022-06-30 13F EVERGY COM 30034W106 62,216 3,026 4,060 0.0250
2025-01-10 2022-03-31 13F/A-1 EVERGY COM 30034W106 59,190 5,981 11.24 4,045 10.82 0.0220
2022-05-13 2022-03-31 13F EVERGY COM 30034W106 59,190 5,981 4,045 0.0220
2025-01-10 2021-12-31 13F/A-2 EVERGY COM 30034W106 53,209 -1,668 -3.04 3,651 6.94 0.0184
2022-02-01 2021-12-31 13F EVERGY COM 30034W106 53,209 -1,668 3,651 0.0184
2025-01-10 2021-09-30 13F/A-2 EVERGY COM 30034W106 54,877 6,466 13.36 3,413 16.68 0.0193
2021-11-12 2021-09-30 13F EVERGY COM 30034W106 54,877 6,466 3,413 0.0193
2025-01-10 2021-06-30 13F/A-2 EVERGY COM 30034W106 48,411 3,761 8.42 2,925 10.05 0.0169
2021-08-06 2021-06-30 13F EVERGY COM 30034W106 48,411 3,761 2,925 0.0169
2025-01-10 2021-03-31 13F/A-2 EVERGY COM 30034W106 44,650 747 1.70 2,658 9.07 0.0169
2021-05-14 2021-03-31 13F EVERGY COM 30034W106 44,650 747 2,658 0.0169
2025-01-10 2020-12-31 13F/A-2 EVERGY COM 30034W106 43,903 710 1.64 2,437 11.03 0.0164
2021-02-12 2020-12-31 13F EVERGY COM 30034W106 43,903 710 2,437 0.0164
2020-11-12 2020-09-30 13F EVERGY COM 30034W106 43,193 -35,120 -44.85 2,195 -52.72 0.0169
2020-08-13 2020-06-30 13F EVERGY COM 30034W106 78,313 -25,321 -24.43 4,643 -18.62 0.0393
2020-05-14 2020-03-31 13F EVERGY COM 30034W106 103,634 1,140 1.11 5,705 -14.48 0.0590
2020-02-13 2019-12-31 13F EVERGY COM 30034W106 102,494 817 0.80 6,671 -1.43 0.0598
2019-11-13 2019-09-30 13F EVERGY COM 30034W106 101,677 312 0.31 6,768 11.01 0.0646
2019-08-13 2019-06-30 13F EVERGY COM 30034W106 101,365 -2,650 -2.55 6,097 0.98 0.0602
2019-05-10 2019-03-31 13F/A-1 EVERGY COM 30034W106 104,015 -3,216 -3.00 6,038 -0.80 0.0593
2019-05-10 2019-03-31 13F EVERGY COM 30034W106 104,015 -3,216 6,038
2019-02-12 2018-12-31 13F EVERGY COM 30034W106 107,231 10,803 11.20 6,087 14.96 0.0680
2018-11-07 2018-09-30 13F EVERGY COM 30034W106 96,428 2,368 2.52 5,295 0.25 0.0514
2018-08-03 2018-06-30 13F EVERGY COM 30034W106 94,060 94,060 5,282 0.0548
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.