Evergy, Inc.
MX ˙ BMV ˙ US30034W1062
SecurityMX:EVRG / Evergy, Inc.
InstitutionPanagora Asset Management Inc
Latest Disclosed Ownership5,183 shares
Latest Disclosed Value $ 424,591
Panagora Asset Management Inc ownership in EVRG / Evergy, Inc.

On May 14, 2026 - Panagora Asset Management Inc filed a 13F-HR form disclosing ownership of 5,183 shares of Evergy, Inc. (MX:EVRG) valued at $424,591 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 5,183 shares of Evergy, Inc.. This represents a change in shares of 0.00% 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)
2026-05-14 2026-03-31 13F EVERGY COM 30034W106 5,183 0 0.00 425 13.07 0.0016
2026-02-13 2025-12-31 13F EVERGY COM 30034W106 5,183 0 0.00 376 -4.82 0.0013
2025-11-13 2025-09-30 13F EVERGY COM 30034W106 5,183 -26,962 -83.88 394 -82.21 0.0016
2025-08-13 2025-06-30 13F EVERGY COM 30034W106 32,145 26,667 486.80 2,216 487.53 0.0100
2025-05-15 2025-03-31 13F EVERGY COM 30034W106 5,478 286 5.51 378 18.18 0.0019
2025-02-13 2024-12-31 13F EVERGY COM 30034W106 5,192 -49,198 -90.45 320 -90.54 0.0015
2024-11-13 2024-09-30 13F EVERGY COM 30034W106 54,390 -1 -0.00 3,373 17.04 0.0161
2024-07-29 2024-06-30 13F EVERGY COM 30034W106 54,391 -159,737 -74.60 2,881 -74.79 0.0145
2024-05-07 2024-03-31 13F EVERGY COM 30034W106 214,128 -218,969 -50.56 11,430 -49.44 0.0596
2024-02-08 2023-12-31 13F EVERGY COM 30034W106 433,097 -62,854 -12.67 22,608 -10.09 0.1265
2023-10-31 2023-09-30 13F EVERGY COM 30034W106 495,951 434,425 706.08 25,145 599.61 0.1562
2023-08-11 2023-06-30 13F EVERGY COM 30034W106 61,526 2,310 3.90 3,594 -0.69 0.0212
2023-05-12 2023-03-31 13F EVERGY COM 30034W106 59,216 -32,750 -35.61 3,619 -37.46 0.0229
2023-02-13 2022-12-31 13F EVERGY COM 30034W106 91,966 -5,128 -5.28 5,787 0.35 0.0380
2022-11-14 2022-09-30 13F EVERGY COM 30034W106 97,094 203 0.21 5,767 -8.78 0.0400
2022-08-15 2022-06-30 13F EVERGY COM 30034W106 96,891 376 0.39 6,322 -4.15 0.0414
2022-05-12 2022-03-31 13F EVERGY COM 30034W106 96,515 24,526 34.07 6,596 33.55 0.0359
2022-02-10 2021-12-31 13F EVERGY COM 30034W106 71,989 -8,010 -10.01 4,939 -0.74 0.0262
2021-11-10 2021-09-30 13F EVERGY COM 30034W106 79,999 8 0.01 4,976 2.94 0.0266
2021-08-11 2021-06-30 13F EVERGY COM 30034W106 79,991 -19,044 -19.23 4,834 -18.01 0.0259
2021-05-12 2021-03-31 13F EVERGY COMMON 30034W106 99,035 8,693 9.62 5,896 17.57 0.0331
2021-02-10 2020-12-31 13F EVERGY COMMON 30034W106 90,342 -25,921 -22.30 5,015 -15.12 0.0297
2020-11-13 2020-09-30 13F EVERGY COMMON 30034W106 116,263 -5,901 -4.83 5,908 -18.43 0.0370
2020-08-12 2020-06-30 13F EVERGY COMMON 30034W106 122,164 315 0.26 7,243 7.98 0.0462
2020-05-14 2020-03-31 13F EVERGY COMMON 30034W106 121,849 40,994 50.70 6,708 27.46 0.0474
2020-02-12 2019-12-31 13F EVERGY COMMON 30034W106 80,855 10,283 14.57 5,263 12.05 0.0239
2019-11-12 2019-09-30 13F EVERGY COMMON 30034W106 70,572 607 0.87 4,697 11.62 0.0217
2019-08-09 2019-06-30 13F EVERGY COMMON 30034W106 69,965 2,507 3.72 4,208 7.46 0.0188
2019-05-15 2019-03-31 13F EVERGY COMMON 30034W106 67,458 -4,358 -6.07 3,916 -3.95 0.0174
2019-02-14 2018-12-31 13F EVERGY COMMON 30034W106 71,816 38,587 116.12 4,077 123.40 0.0190
2018-11-13 2018-09-30 13F EVERGY COMMON 30034W106 33,229 997 3.09 1,825 0.83 0.0069
2018-08-14 2018-06-30 13F EVERGY COMMON 30034W106 32,232 32,232 1,810 0.0072
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.