Evergy, Inc.
MX ˙ BMV ˙ US30034W1062
SecurityMX:EVRG / Evergy, Inc.
InstitutionPrincipal Financial Group Inc
Latest Disclosed Ownership259,975 shares
Latest Disclosed Value $ 21,297,153
Principal Financial Group Inc reports 3.37% decrease in ownership of EVRG / Evergy, Inc.

On May 4, 2026 - Principal Financial Group Inc filed a 13F-HR form disclosing ownership of 259,975 shares of Evergy, Inc. (MX:EVRG) valued at $21,297,153 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 2, 2026 disclosing 269,043 shares of Evergy, Inc.. This represents a change in shares of -3.37% 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)
2026-05-04 2026-03-31 13F EVERGY COM 30034W106 259,975 -9,068 -3.37 21,297 9.20 0.0114
2026-02-02 2025-12-31 13F EVERGY COM 30034W106 269,043 6,259 2.38 19,503 -2.37 0.0100
2025-11-04 2025-09-30 13F EVERGY COM 30034W106 262,784 -3,566 -1.34 19,977 8.81 0.0101
2025-08-08 2025-06-30 13F EVERGY COM 30034W106 266,350 -7,609 -2.78 18,360 -2.81 0.0097
2025-04-28 2025-03-31 13F EVERGY COM 30034W106 273,959 -2,453 -0.89 18,889 11.03 0.0106
2025-01-31 2024-12-31 13F EVERGY COM 30034W106 276,412 -1,785 -0.64 17,013 -1.37 0.0093
2024-10-31 2024-09-30 13F EVERGY COM 30034W106 278,197 18,595 7.16 17,251 25.45 0.0095
2024-07-29 2024-06-30 13F EVERGY COM 30034W106 259,602 -26,895 -9.39 13,751 -10.08 0.0082
2024-04-29 2024-03-31 13F EVERGY COM 30034W106 286,497 6,984 2.50 15,293 4.82 0.0090
2024-02-07 2023-12-31 13F EVERGY COM 30034W106 279,513 -4,093 -1.44 14,591 1.47 0.0093
2023-11-02 2023-09-30 13F EVERGY COM 30034W106 283,606 153 0.05 14,379 -13.17 0.0103
2023-08-07 2023-06-30 13F EVERGY COM 30034W106 283,453 -17,173 -5.71 16,559 -9.88 0.0113
2023-05-09 2023-03-31 13F EVERGY COM 30034W106 300,626 5,566 1.89 18,374 -1.04 0.0131
2023-02-09 2022-12-31 13F EVERGY COM 30034W106 295,060 -9,721 -3.19 18,568 2.56 0.0140
2022-11-09 2022-09-30 13F EVERGY COM 30034W106 304,781 15,962 5.53 18,104 -3.93 0.0144
2022-08-10 2022-06-30 13F EVERGY COM 30034W106 288,819 -10,159 -3.40 18,845 -7.77 0.0139
2022-05-09 2022-03-31 13F EVERGY COM 30034W106 298,978 12,491 4.36 20,432 3.95 0.0081
2022-05-09 2022-03-31 13F EVERGY COM 30034W106 276,755 18,913
2022-02-09 2021-12-31 13F EVERGY COM 30034W106 286,487 -8,654 -2.93 19,656 7.08 0.0117
2021-11-09 2021-09-30 13F EVERGY COM 30034W106 295,141 7,548 2.62 18,357 5.63 0.0120
2021-08-10 2021-06-30 13F EVERGY COM 30034W106 287,593 10,246 3.69 17,379 5.26 0.0112
2021-05-10 2021-03-31 13F EVERGY COM 30034W106 277,347 -59,429 -17.65 16,510 -11.68 0.0116
2021-02-23 2020-12-31 13F/A-1 EVERGY COM 30034W106 336,776 -25,870 -7.13 18,694 1.43 0.0138
2021-02-08 2020-12-31 13F EVERGY COM 30034W106 1,947,763 1,585,117 108,120 42,536.0742
2020-11-06 2020-09-30 13F EVERGY COM 30034W106 362,646 18,946 5.51 18,430 -9.56 0.0155
2020-08-05 2020-06-30 13F EVERGY COM 30034W106 343,700 3,723 1.10 20,378 8.88 0.0181
2020-05-12 2020-03-31 13F EVERGY COM 30034W106 339,977 6,725 2.02 18,716 -13.72 0.0207
2020-02-05 2019-12-31 13F EVERGY COM 30034W106 333,252 -47,374 -12.45 21,691 -14.38 0.0181
2019-11-13 2019-09-30 13F EVERGY COM 30034W106 380,626 -1,424,316 -78.91 25,334 -76.66 0.0223
2019-08-12 2019-06-30 13F EVERGY COM 30034W106 1,804,942 -50,172 -2.70 108,566 0.82 0.0976
2019-05-10 2019-03-31 13F EVERGY COM 30034W106 1,855,114 -56,166 -2.94 107,688 -0.75 0.1003
2019-02-14 2018-12-31 13F EVERGY COM 30034W106 1,911,280 -247,433 -11.46 108,504 -8.48 0.1156
2018-11-14 2018-09-30 13F EVERGY COM 30034W106 2,158,713 -5,328 -0.25 118,556 -2.43 0.1045
2018-08-13 2018-06-30 13F EVERGY COM 30034W106 2,164,041 2,164,041 121,510 0.1117
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.