Evergy, Inc.
MX ˙ BMV ˙ US30034W1062
SecurityMX:EVRG / Evergy, Inc.
InstitutionSchroder Investment Management Group
Latest Disclosed Ownership23,668 shares
Latest Disclosed Value $ 1,931,072
Schroder Investment Management Group reports 7.74% increase in ownership of EVRG / Evergy, Inc.

On May 14, 2026 - Schroder Investment Management Group filed a 13F-HR form disclosing ownership of 23,668 shares of Evergy, Inc. (MX:EVRG) valued at $1,931,072 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 21,967 shares of Evergy, Inc.. This represents a change in shares of 7.74% 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 23,668 1,701 7.74 1,931 20.16 0.0016
2026-02-13 2025-12-31 13F EVERGY COM 30034W106 21,967 -2,058 -8.57 1,608 -10.87 0.0012
2025-11-13 2025-09-30 13F EVERGY COM 30034W106 24,025 -15,611 -39.39 1,803 -34.00 0.0014
2025-08-13 2025-06-30 13F EVERGY COM 30034W106 39,636 -680 -1.69 2,732 -0.15 0.0023
2025-05-13 2025-03-31 13F EVERGY COM 30034W106 40,316 3,459 9.38 2,736 20.69 0.0028
2025-02-12 2024-12-31 13F EVERGY COM 30034W106 36,857 1,795 5.12 2,267 4.42 0.0022
2024-11-13 2024-09-30 13F EVERGY COM 30034W106 35,062 2,386 7.30 2,172 25.49 0.0022
2024-08-12 2024-06-30 13F EVERGY COM 30034W106 32,676 635 1.98 1,731 1.17 0.0019
2024-05-14 2024-03-31 13F EVERGY COM 30034W106 32,041 -1,602 -4.76 1,710 -2.62 0.0020
2024-02-14 2023-12-31 13F EVERGY COM 30034W106 33,643 -15,200 -31.12 1,756 -29.08 0.0023
2023-11-14 2023-09-30 13F EVERGY COM 30034W106 48,843 2,560 5.53 2,476 -8.40 0.0037
2023-08-11 2023-06-30 13F EVERGY COM 30034W106 46,283 865 1.90 2,704 -2.59 0.0039
2023-05-11 2023-03-31 13F EVERGY COM 30034W106 45,418 -3,328 -6.83 2,776 -9.52 0.0041
2023-02-10 2022-12-31 13F EVERGY COM 30034W106 48,746 4,679 10.62 3,068 17.20 0.0049
2022-11-14 2022-09-30 13F EVERGY COM 30034W106 44,067 -2,192 -4.74 2,617 -13.20 0.0043
2022-08-11 2022-06-30 13F EVERGY COM 30034W106 46,259 8,114 21.27 3,015 15.78 0.0046
2022-05-16 2022-03-31 13F EVERGY COM 30034W106 38,145 6,454 20.37 2,604 19.78 0.0034
2022-02-14 2021-12-31 13F Evergy COM 30034W106 31,691 766 2.48 2,174 13.05 0.0028
2021-11-12 2021-09-30 13F EVERGY INCORPORATED NPV COM 30034W106 30,925 -5,276 -14.57 1,923 -12.11 0.0030
2021-08-13 2021-06-30 13F EVERGY INCORPORATED NPV COM 30034W106 36,201 -424 -1.16 2,188 0.37 0.0027
2021-05-28 2021-03-31 13F/A-1 EVERGY INCORPORATED NPV COM 30034W106 36,625 11,055 43.23 2,180 217,900.00 0.0028
2021-05-17 2021-03-31 13F EVERGY INCORPORATED NPV COM 30034W106 36,625 11,055 2,180 0.0028
2021-02-24 2020-12-31 13F/A-1 EVERGY INCORPORATED NPV COM 30034W106 25,570 -18,857 -42.44 1 -99.96 0.0020
2021-02-16 2020-12-31 13F EVERGY INCORPORATED NPV COM 30034W106 25,570 -18,857 1 0.0020
2020-11-13 2020-09-30 13F EVERGY INCORPORATED NPV COM 30034W106 44,427 565 1.29 2,309 -11.19 0.0037
2020-08-13 2020-06-30 13F EVERGY INCORPORATED NPV COM 30034W106 43,862 10,549 31.67 2,600 34.78 0.0047
2020-05-15 2020-03-31 13F EVERGY INCORPORATED NPV COM 30034W106 33,313 -516,231 -93.94 1,929 -94.61 0.0041
2020-02-11 2019-12-31 13F EVERGY INCORPORATED NPV COM 30034W106 549,544 -226,836 -29.22 35,769 -30.78 0.0583
2019-11-12 2019-09-30 13F EVERGY INCORPORATED NPV COM 30034W106 776,380 71,332 10.12 51,676 21.85 0.0911
2019-11-14 2019-06-30 13F/A-2 EVERGY INCORPORATED NPV COM 30034W106 705,048 6,588 0.94 42,408 4.59 0.0771
2019-08-15 2019-06-30 13F/A-1 EVERGY INCORPORATED NPV COM 30034W106 705,048 0 42,408 0.0455
2019-08-08 2019-06-30 13F EVERGY INCORPORATED NPV COM 30034W106 705,048 6,588 42,408 45,497.4888
2019-11-15 2019-03-31 13F/A-1 EVERGY INCORPORATED NPV COM 30034W106 698,460 6,664 0.96 40,546 3.24 0.0722
2019-05-14 2019-03-31 13F EVERGY INCORPORATED NPV COM 30034W106 698,460 6,664 40,546 65,855.0510
2019-02-14 2018-12-31 13F EVERGY INCORPORATED NPV COM 30034W106 691,796 -67,673 -8.91 39,273 -5.84 0.0711
2018-11-13 2018-09-30 13F EVERGY INCORPORATED NPV COM 30034W106 759,469 14,158 1.90 41,710 -0.33 0.0716
2018-08-23 2018-06-30 13F/A-2 EVERGY INCORPORATED NPV COM 30034W106 745,311 745,311 41,849 0.0733
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.