Evergy, Inc.
MX ˙ BMV ˙ US30034W1062
SecurityMX:EVRG / Evergy, Inc.
InstitutionOppenheimer Asset Management Inc.
Latest Disclosed Ownership203,254 shares
Latest Disclosed Value $ 16,650,568
Oppenheimer Asset Management Inc. reports 1.54% increase in ownership of EVRG / Evergy, Inc.

On April 23, 2026 - Oppenheimer Asset Management Inc. filed a 13F-HR form disclosing ownership of 203,254 shares of Evergy, Inc. (MX:EVRG) valued at $16,650,568 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 2, 2026 disclosing 200,172 shares of Evergy, Inc.. This represents a change in shares of 1.54% 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)
2026-04-23 2026-03-31 13F EVERGY COM 30034W106 203,254 3,082 1.54 16,651 14.75 0.0476
2026-02-02 2025-12-31 13F EVERGY COM 30034W106 200,172 -9,135 -4.36 14,510 -8.81 0.1784
2025-11-06 2025-09-30 13F EVERGY COM 30034W106 209,307 18,783 9.86 15,912 21.16 0.1750
2025-07-31 2025-06-30 13F EVERGY COM 30034W106 190,524 -9,821 -4.90 13,133 -4.93 0.1506
2025-04-23 2025-03-31 13F EVERGY COM 30034W106 200,345 3,366 1.71 13,814 13.93 0.1714
2025-02-05 2024-12-31 13F EVERGY COM 30034W106 196,979 2,780 1.43 12,124 0.68 0.1474
2024-11-05 2024-09-30 13F EVERGY COM 30034W106 194,199 543 0.28 12,042 17.40 0.1450
2024-08-08 2024-06-30 13F EVERGY COM 30034W106 193,656 35,400 22.37 10,258 21.43 0.1310
2024-05-07 2024-03-31 13F EVERGY COM 30034W106 158,256 -6,743 -4.09 8,448 -1.92 0.1238
2024-02-13 2023-12-31 13F EVERGY COM 30034W106 164,999 36,767 28.67 8,613 32.47 0.1198
2023-11-08 2023-09-30 13F EVERGY COM 30034W106 128,232 -1,280 -0.99 6,501 -14.08 0.0998
2023-08-03 2023-06-30 13F EVERGY COM 30034W106 129,512 -11,021 -7.84 7,566 -11.91 0.1113
2023-05-10 2023-03-31 13F EVERGY COM 30034W106 140,533 65,132 86.38 8,589 81.05 0.1323
2023-02-07 2022-12-31 13F EVERGY COM 30034W106 75,401 724 0.97 4,745 6.94 0.0764
2022-11-14 2022-09-30 13F EVERGY COM 30034W106 74,677 4,669 6.67 4,436 -2.89 0.0782
2022-08-08 2022-06-30 13F EVERGY COM 30034W106 70,008 96 0.14 4,568 -4.40 0.0765
2022-05-12 2022-03-31 13F EVERGY COM 30034W106 69,912 853 1.24 4,778 0.84 0.0678
2022-02-02 2021-12-31 13F EVERGY COM 30034W106 69,059 1,549 2.29 4,738 12.84 0.0628
2021-11-12 2021-09-30 13F EVERGY COM 30034W106 67,510 -37,361 -35.63 4,199 -33.74 0.0597
2021-08-03 2021-06-30 13F EVERGY COM 30034W106 104,871 1,641 1.59 6,337 3.11 0.0902
2021-05-17 2021-03-31 13F EVERGY COM 30034W106 103,230 2,935 2.93 6,146 10.38 0.0952
2021-02-11 2020-12-31 13F EVERGY COM 30034W106 100,295 799 0.80 5,568 10.10 0.0930
2020-11-13 2020-09-30 13F EVERGY COM 30034W106 99,496 99,496 5,057 0.0982
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.