Evergy, Inc.
MX ˙ BMV ˙ US30034W1062
SecurityMX:EVRG / Evergy, Inc.
InstitutionSG Americas Securities, LLC
Latest Disclosed Ownership171,773 shares
Latest Disclosed Value $ 14,072
SG Americas Securities, LLC reports 75.82% increase in ownership of EVRG / Evergy, Inc.

On April 16, 2026 - SG Americas Securities, LLC filed a 13F-HR form disclosing ownership of 171,773 shares of Evergy, Inc. (MX:EVRG) valued at $14,072 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 9, 2026 disclosing 97,699 shares of Evergy, Inc.. This represents a change in shares of 75.82% 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)
2026-04-16 2026-03-31 13F EVERGY INC COM COM 30034W106 171,773 74,074 75.82 14 100.00 0.0151
2026-01-09 2025-12-31 13F EVERGY INC COM COM 30034W106 97,699 9,085 10.25 7 16.67 0.0090
2025-10-23 2025-09-30 13F EVERGY INC COM COM 30034W106 88,614 78,286 758.00 7 0.0227
2025-08-08 2025-06-30 13F EVERGY INC COM COM 30034W106 10,328 -1,573 -13.22 1 0.0030
2025-04-15 2025-03-31 13F EVERGY INC COM COM 30034W106 11,901 -909,645 -98.71 1 -100.00 0.0027
2025-01-17 2024-12-31 13F EVERGY INC COM COM 30034W106 921,546 915,603 15,406.41 57 0.2327
2024-10-03 2024-09-30 13F EVERGY INC COM COM 30034W106 5,943 -108,689 -94.82 0 -100.00 0.0013
2024-07-12 2024-06-30 13F EVERGY INC COM COM 30034W106 114,632 79,524 226.51 6 500.00 0.0354
2024-05-06 2024-03-31 13F EVERGY INC COM COM 30034W106 35,108 15,845 82.26 2 0.00 0.0090
2024-01-12 2023-12-31 13F EVERGY INC COM COM 30034W106 19,263 3,482 22.06 1 0.0094
2023-10-13 2023-09-30 13F EVERGY INC COM COM 30034W106 15,781 -47,009 -74.87 1 -100.00 0.0091
2023-07-10 2023-06-30 13F EVERGY INC COM COM 30034W106 62,790 -21,614 -25.61 4 -40.00 0.0277
2023-04-28 2023-03-31 13F EVERGY INC COM COM 30034W106 84,404 70,275 497.38 5 0.0600
2023-02-02 2022-12-31 13F EVERGY INC COM COM 30034W106 14,129 -19,782 -58.34 1 -100.00 0.0108
2022-10-31 2022-09-30 13F EVERGY INC COM COM 30034W106 33,911 10,616 45.57 2,014 32.50 0.0249
2022-07-29 2022-06-30 13F EVERGY INC COM COM 30034W106 23,295 14,674 170.21 1,520 158.06 0.0162
2022-04-29 2022-03-31 13F EVERGY INC COM COM 30034W106 8,621 -42,006 -82.97 589 -83.05 0.0043
2022-02-07 2021-12-31 13F EVERGY INC COM COM 30034W106 50,627 -189,705 -78.93 3,474 -76.76 0.0189
2021-11-01 2021-09-30 13F EVERGY INC COM COM 30034W106 240,332 -35,547 -12.88 14,949 -10.33 0.0702
2021-08-12 2021-06-30 13F EVERGY INC COM COM 30034W106 275,879 229,934 500.45 16,671 509.54 0.0776
2021-05-13 2021-03-31 13F EVERGY INC COM COM 30034W106 45,945 475 1.04 2,735 8.36 0.0143
2021-02-04 2020-12-31 13F EVERGY INC COM COM 30034W106 45,470 -55,865 -55.13 2,524 -50.99 0.0135
2020-11-09 2020-09-30 13F EVERGY INC COM COM 30034W106 101,335 64,926 178.32 5,150 138.54 0.0328
2020-07-20 2020-06-30 13F EVERGY INC COM COM 30034W106 36,409 -29,687 -44.91 2,159 -40.67 0.0180
2020-04-30 2020-03-31 13F EVERGY INC COM COM 30034W106 66,096 -36,838 -35.79 3,639 -45.69 0.0341
2020-01-28 2019-12-31 13F EVERGY INC COM COM 30034W106 102,934 -22,994 -18.26 6,700 -20.07 0.0611
2019-11-04 2019-09-30 13F EVERGY INC COM COM 30034W106 125,928 27,594 28.06 8,382 41.71 0.0687
2019-07-29 2019-06-30 13F EVERGY INC COM COM 30034W106 98,334 45,047 84.54 5,915 91.24 0.0407
2019-04-29 2019-03-31 13F EVERGY INC COM COM 30034W106 53,287 16,057 43.13 3,093 46.31 0.0285
2019-01-31 2018-12-31 13F EVERGY INC COM COM 30034W106 37,230 3,416 10.10 2,114 13.84 0.0185
2018-11-06 2018-09-30 13F EVERGY INC COM COM 30034W106 33,814 22,844 208.24 1,857 201.46 0.0138
2018-08-07 2018-06-30 13F EVERGY INC COM COM 30034W106 10,970 10,970 616 0.0056
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.