Evergy, Inc.
MX ˙ BMV ˙ US30034W1062
SecurityMX:EVRG / Evergy, Inc.
InstitutionRiggs Asset Managment Co. Inc.
Latest Disclosed Ownership2,800 shares
Latest Disclosed Value $ 229,376
Riggs Asset Managment Co. Inc. ownership in EVRG / Evergy, Inc.

On May 12, 2026 - Riggs Asset Managment Co. Inc. filed a 13F-HR form disclosing ownership of 2,800 shares of Evergy, Inc. (MX:EVRG) valued at $229,376 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 29, 2026 disclosing 2,800 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)
2026-05-12 2026-03-31 13F EVERGY COM 30034W106 2,800 0 0.00 229 13.37 0.0472
2026-01-29 2025-12-31 13F EVERGY COM 30034W106 2,800 0 0.00 203 -4.72 0.0409
2025-11-13 2025-09-30 13F EVERGY COM 30034W106 2,800 0 0.00 213 9.84 0.0462
2025-08-14 2025-06-30 13F EVERGY COM 30034W106 2,800 0 0.00 193 0.00 0.0474
2025-04-29 2025-03-31 13F EVERGY COM 30034W106 2,800 0 0.00 193 12.21 0.0551
2025-01-24 2024-12-31 13F EVERGY COM 30034W106 2,800 0 0.00 172 -0.58 0.0460
2024-10-24 2024-09-30 13F EVERGY COM 30034W106 2,800 0 0.00 174 16.89 0.0475
2024-07-29 2024-06-30 13F EVERGY COM 30034W106 2,800 0 0.00 148 -0.67 0.0442
2024-05-03 2024-03-31 13F EVERGY COM 30034W106 2,800 0 0.00 149 2.05 0.0436
2024-02-01 2023-12-31 13F EVERGY COM 30034W106 2,800 0 0.00 146 3.55 0.0464
2023-11-14 2023-09-30 13F EVERGY COM 30034W106 2,800 0 0.00 142 -13.50 0.0505
2023-07-21 2023-06-30 13F EVERGY COM 30034W106 2,800 0 0.00 164 -4.68 0.0576
2023-05-09 2023-03-31 13F EVERGY COM 30034W106 2,800 0 0.00 171 -2.84 0.0665
2023-01-30 2022-12-31 13F EVERGY COM 30034W106 2,800 0 0.00 176 6.02 0.0726
2022-11-09 2022-09-30 13F EVERGY COM 30034W106 2,800 0 0.00 166 -9.29 0.0658
2022-08-04 2022-06-30 13F EVERGY COM 30034W106 2,800 0 0.00 183 -4.19 0.0755
2022-05-05 2022-03-31 13F EVERGY COM 30034W106 2,800 0 0.00 191 -0.52 0.0559
2022-02-02 2021-12-31 13F EVERGY COM 30034W106 2,800 0 0.00 192 10.34 0.0520
2021-11-04 2021-09-30 13F EVERGY COM 30034W106 2,800 0 0.00 174 2.96 0.0525
2021-07-16 2021-06-30 13F EVERGY COM 30034W106 2,800 0 0.00 169 1.20 0.0470
2021-04-27 2021-03-31 13F EVERGY COM 30034W106 2,800 0 0.00 167 7.74 0.0506
2021-01-29 2020-12-31 13F EVERGY COM 30034W106 2,800 2,800 155 0.0476
2020-10-13 2020-09-30 13F EVERGY COM 30034W106 0 -2,800 -100.00 0 -100.00
2020-08-11 2020-06-30 13F EVERGY COM 30034W106 2,800 0 0.00 166 7.79 0.0673
2020-04-23 2020-03-31 13F EVERGY COM 30034W106 2,800 0 0.00 154 -15.38 0.0990
2020-01-24 2019-12-31 13F EVERGY COM 30034W106 2,800 0 0.00 182 -2.15 0.0734
2019-10-31 2019-09-30 13F EVERGY COM 30034W106 2,800 0 0.00 186 10.71 0.0954
2019-07-26 2019-06-30 13F EVERGY COM 30034W106 2,800 0 0.00 168 3.70 0.0939
2019-05-06 2019-03-31 13F EVERGY COM 30034W106 2,800 0 0.00 162 1.89 0.1102
2019-01-14 2018-12-31 13F EVERGY COM 30034W106 2,800 0 0.00 159 3.92 0.1154
2018-10-15 2018-09-30 13F EVERGY COM 30034W106 2,800 0 0.00 153 -2.55 0.0748
2018-07-27 2018-06-30 13F EVERGY COM 30034W106 2,800 2,800 157 0.0691
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.