Evergy, Inc.
MX ˙ BMV ˙ US30034W1062
SecurityMX:EVRG / Evergy, Inc.
InstitutionNorinchukin Bank, The
Latest Disclosed Ownership10,022 shares
Latest Disclosed Value $ 821,002
Norinchukin Bank, The reports 0.57% increase in ownership of EVRG / Evergy, Inc.

On May 15, 2026 - Norinchukin Bank, The filed a 13F-HR form disclosing ownership of 10,022 shares of Evergy, Inc. (MX:EVRG) valued at $821,002 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 9,965 shares of Evergy, Inc.. This represents a change in shares of 0.57% 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)
2026-05-15 2026-03-31 13F EVERGY COM 30034W106 10,022 57 0.57 821 13.71 0.0096
2026-02-17 2025-12-31 13F EVERGY COM 30034W106 9,965 85 0.86 722 -3.86 0.0084
2025-11-14 2025-09-30 13F EVERGY COM 30034W106 9,880 52 0.53 751 10.93 0.0101
2025-08-14 2025-06-30 13F EVERGY COM 30034W106 9,828 458 4.89 677 4.80 0.0101
2025-05-14 2025-03-31 13F EVERGY COM 30034W106 9,370 931 11.03 646 24.47 0.0119
2025-02-13 2024-12-31 13F EVERGY COM 30034W106 8,439 -48 -0.57 519 -1.33 0.0110
2024-11-14 2024-09-30 13F EVERGY COM 30034W106 8,487 750 9.69 526 28.61 0.0124
2024-08-14 2024-06-30 13F EVERGY COM 30034W106 7,737 150 1.98 410 1.24 0.0117
2024-05-14 2024-03-31 13F EVERGY COM 30034W106 7,587 -99 -1.29 405 0.75 0.0121
2024-02-13 2023-12-31 13F EVERGY COM 30034W106 7,686 -170 -2.16 401 0.75 0.0094
2023-11-13 2023-09-30 13F EVERGY COM 30034W106 7,856 -2,652 -25.24 398 -35.07 0.0094
2023-08-14 2023-06-30 13F EVERGY COM 30034W106 10,508 -1,290 -10.93 614 -14.98 0.0103
2023-05-12 2023-03-31 13F EVERGY COM 30034W106 11,798 451 3.97 721 0.98 0.0142
2023-02-13 2022-12-31 13F EVERGY COM 30034W106 11,347 -810 -6.66 714 -1.11 0.0154
2022-11-14 2022-09-30 13F EVERGY COM 30034W106 12,157 396 3.37 722 -5.87 0.0147
2022-08-10 2022-06-30 13F EVERGY COM 30034W106 11,761 -8,780 -42.74 767 -45.37 0.0150
2022-05-12 2022-03-31 13F EVERGY COM 30034W106 20,541 1,283 6.66 1,404 6.28 0.0187
2022-02-10 2021-12-31 13F EVERGY COM 30034W106 19,258 -121 -0.62 1,321 9.63 0.0167
2021-11-09 2021-09-30 13F EVERGY COM 30034W106 19,379 408 2.15 1,205 5.15 0.0167
2021-08-11 2021-06-30 13F EVERGY COM 30034W106 18,971 93 0.49 1,146 1.96 0.0166
2021-05-12 2021-03-31 13F EVERGY COM 30034W106 18,878 313 1.69 1,124 9.02 0.0155
2021-02-12 2020-12-31 13F EVERGY COM 30034W106 18,565 -474 -2.49 1,031 6.51 0.0147
2020-11-12 2020-09-30 13F EVERGY COM 30034W106 19,039 244 1.30 968 -13.11 0.0153
2020-08-12 2020-06-30 13F EVERGY COM 30034W106 18,795 -278 -1.46 1,114 6.10 0.0190
2020-05-13 2020-03-31 13F EVERGY COM 30034W106 19,073 -11,104 -36.80 1,050 -46.54 0.0205
2020-02-12 2019-12-31 13F EVERGY COM 30034W106 30,177 -3,859 -11.34 1,964 -13.29 0.0257
2019-11-12 2019-09-30 13F EVERGY COM 30034W106 34,036 -376 -1.09 2,265 9.42 0.0320
2019-08-09 2019-06-30 13F EVERGY COM 30034W106 34,412 -13,915 -28.79 2,070 -26.20 0.0318
2019-05-10 2019-03-31 13F EVERGY COM 30034W106 48,327 66 0.14 2,805 2.37 0.0358
2019-02-08 2018-12-31 13F EVERGY COM 30034W106 48,261 13,316 38.11 2,740 42.78 0.0383
2018-11-08 2018-09-30 13F EVERGY COM 30034W106 34,945 4,217 13.72 1,919 11.25 0.0260
2018-08-10 2018-06-30 13F EVERGY COM 30034W106 30,728 30,728 1,725 0.0257
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.