Evergy, Inc.
MX ˙ BMV ˙ US30034W1062
SecurityMX:EVRG / Evergy, Inc.
InstitutionNorthwestern Mutual Wealth Management Co
Latest Disclosed Ownership26,178 shares
Latest Disclosed Value $ 2,144,541
Northwestern Mutual Wealth Management Co reports 8.12% increase in ownership of EVRG / Evergy, Inc.

On May 7, 2026 - Northwestern Mutual Wealth Management Co filed a 13F-HR form disclosing ownership of 26,178 shares of Evergy, Inc. (MX:EVRG) valued at $2,144,541 USD as of March 31, 2026. The entity filed a previous 13F-HR/A on February 10, 2026 disclosing 24,212 shares of Evergy, Inc.. This represents a change in shares of 8.12% 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)
2026-05-07 2026-03-31 13F EVERGY COM 30034W106 26,178 1,966 8.12 2,145 22.17 0.0013
2026-02-10 2025-12-31 13F/A-1 EVERGY COM 30034W106 24,212 -445 -1.80 1,755 -6.35 0.0011
2026-02-05 2025-12-31 13F EVERGY COM 30034W106 562,091 537,434 41,983 0.0265
2025-11-14 2025-09-30 13F EVERGY COM 30034W106 24,657 -15,842 -39.12 1,874 -32.86 0.0012
2025-08-13 2025-06-30 13F EVERGY COM 30034W106 40,499 -348 -0.85 2,792 -0.89 0.0020
2025-05-14 2025-03-31 13F EVERGY COM 30034W106 40,847 3,695 9.95 2,816 23.18 0.0023
2025-02-11 2024-12-31 13F EVERGY COM 30034W106 37,152 4,206 12.77 2,287 11.89 0.0019
2024-11-12 2024-09-30 13F EVERGY COM 30034W106 32,946 15,906 93.35 2,043 126.50 0.0018
2024-08-16 2024-06-30 13F EVERGY COM 30034W106 17,040 2,488 17.10 903 16.24 0.0009
2024-05-15 2024-03-31 13F EVERGY COM 30034W106 14,552 -440 -2.93 777 -0.77 0.0008
2024-02-13 2023-12-31 13F EVERGY COM 30034W106 14,992 -5,609 -27.23 783 -25.10 0.0009
2023-11-14 2023-09-30 13F EVERGY COM 30034W106 20,601 1,565 8.22 1,044 -6.12 0.0014
2023-08-14 2023-06-30 13F EVERGY COM 30034W106 19,036 -2,905 -13.24 1,112 -17.08 0.0014
2023-05-15 2023-03-31 13F EVERGY COM 30034W106 21,941 1,412 6.88 1,341 3.87 0.0019
2023-02-21 2022-12-31 13F EVERGY COM 30034W106 20,529 271 1.34 1,292 7.32 0.0020
2022-11-14 2022-09-30 13F EVERGY COM 30034W106 20,258 229 1.14 1,203 -7.96 0.0021
2022-08-04 2022-06-30 13F EVERGY COM 30034W106 20,029 4,766 31.23 1,307 25.31 0.0022
2022-05-09 2022-03-31 13F EVERGY COM 30034W106 15,263 617 4.21 1,043 3.78 0.0017
2022-02-03 2021-12-31 13F EVERGY COM 30034W106 14,646 680 4.87 1,005 15.65 0.0016
2021-11-15 2021-09-30 13F EVERGY COM 30034W106 13,966 -93 -0.66 869 2.36 0.0016
2021-08-13 2021-06-30 13F EVERGY COM 30034W106 14,059 2,866 25.61 849 27.29 0.0016
2021-05-14 2021-03-31 13F EVERGY COM 30034W106 11,193 3,461 44.76 667 55.48 0.0014
2021-02-12 2020-12-31 13F EVERGY COM 30034W106 7,732 4,031 108.92 429 128.19 0.0010
2020-11-13 2020-09-30 13F EVERGY COM 30034W106 3,701 -82 -2.17 188 -16.07 0.0005
2020-08-14 2020-06-30 13F EVERGY COM 30034W106 3,783 332 9.62 224 17.89 0.0007
2020-05-08 2020-03-31 13F EVERGY COM 30034W106 3,451 -1,192 -25.67 190 -37.09 0.0007
2020-02-13 2019-12-31 13F EVERGY COM 30034W106 4,643 354 8.25 302 5.96 0.0010
2019-11-12 2019-09-30 13F EVERGY COM 30034W106 4,289 -76 -1.74 285 8.37 0.0011
2019-08-12 2019-06-30 13F EVERGY COM 30034W106 4,365 -342 -7.27 263 -3.66 0.0011
2019-05-10 2019-03-31 13F EVERGY COM 30034W106 4,707 936 24.82 273 27.57 0.0012
2019-02-12 2018-12-31 13F EVERGY COM 30034W106 3,771 437 13.11 214 16.94 0.0011
2018-11-01 2018-09-30 13F EVERGY COM 30034W106 3,334 204 6.52 183 3.98 0.0009
2018-08-10 2018-06-30 13F EVERGY COM 30034W106 3,130 3,130 176 0.0010
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.