Evergy, Inc.
MX ˙ BMV ˙ US30034W1062
SecurityMX:EVRG / Evergy, Inc.
InstitutionSRS Capital Advisors, Inc.
Latest Disclosed Ownership5,541 shares
Latest Disclosed Value $ 453,996
SRS Capital Advisors, Inc. reports 8.55% decrease in ownership of EVRG / Evergy, Inc.

On May 13, 2026 - SRS Capital Advisors, Inc. filed a 13F-HR form disclosing ownership of 5,541 shares of Evergy, Inc. (MX:EVRG) valued at $453,996 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 6,059 shares of Evergy, Inc.. This represents a change in shares of -8.55% 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)
2026-05-13 2026-03-31 13F EVERGY COM 30034W106 5,541 -518 -8.55 454 3.19 0.0128
2026-02-13 2025-12-31 13F EVERGY COM 30034W106 6,059 -4,164 -40.73 439 -43.50 0.0128
2025-11-14 2025-09-30 13F EVERGY COM 30034W106 10,223 8,257 419.99 777 475.56 0.0112
2025-08-12 2025-06-30 13F EVERGY COM 30034W106 1,966 26 1.34 136 1.50 0.0062
2025-05-15 2025-03-31 13F EVERGY COM 30034W106 1,940 -1,387 -41.69 134 -34.80 0.0086
2025-02-05 2024-12-31 13F EVERGY COM 30034W106 3,327 24 0.73 205 0.00 0.0129
2024-11-06 2024-09-30 13F EVERGY COM 30034W106 3,303 30 0.92 205 17.92 0.0183
2024-08-06 2024-06-30 13F EVERGY COM 30034W106 3,273 1,062 48.03 173 46.61 0.0169
2024-05-14 2024-03-31 13F EVERGY COM 30034W106 2,211 27 1.24 118 3.51 0.0125
2024-02-06 2023-12-31 13F EVERGY COM 30034W106 2,184 -594 -21.38 114 -18.57 0.0127
2023-11-14 2023-09-30 13F EVERGY COM 30034W106 2,778 31 1.13 141 -12.50 0.0175
2023-08-14 2023-06-30 13F EVERGY COM 30034W106 2,747 28 1.03 160 -3.61 0.0205
2023-05-16 2023-03-31 13F EVERGY COM 30034W106 2,719 29 1.08 166 -1.78 0.0220
2023-02-24 2022-12-31 13F EVERGY COM 30034W106 2,690 26 0.98 169 6.96 0.0234
2022-11-03 2022-09-30 13F EVERGY COM 30034W106 2,664 0 0.00 158 -9.20 0.0249
2022-08-22 2022-06-30 13F EVERGY COM 30034W106 2,664 0 0.00 174 -4.40 0.0263
2022-05-12 2022-03-31 13F EVERGY COM 30034W106 2,664 0 0.00 182 -0.55 0.0242
2022-02-08 2021-12-31 13F EVERGY COM 30034W106 2,664 0 0.00 183 10.24 0.0232
2021-11-05 2021-09-30 13F EVERGY COM 30034W106 2,664 0 0.00 166 3.11 0.0227
2021-08-02 2021-06-30 13F EVERGY COM 30034W106 2,664 0 0.00 161 8.78 0.0219
2021-02-03 2020-12-31 13F EVERGY COM 30034W106 2,664 -362 -11.96 148 -3.90 0.0219
2020-11-12 2020-09-30 13F EVERGY COM 30034W106 3,026 0 0.00 154 -13.97 0.0260
2020-08-06 2020-06-30 13F EVERGY COM 30034W106 3,026 0 0.00 179 7.19 0.0319
2020-05-13 2020-03-31 13F EVERGY COM 30034W106 3,026 -121 -3.84 167 -18.54 0.0385
2020-02-07 2019-12-31 13F EVERGY COM 30034W106 3,147 1 0.03 205 -1.91 0.0588
2019-11-01 2019-09-30 13F EVERGY COM 30034W106 3,146 1 0.03 209 10.58 0.0630
2019-08-08 2019-06-30 13F EVERGY COM 30034W106 3,145 2 0.06 189 6.18 0.0629
2019-02-06 2018-12-31 13F EVERGY COM 30034W106 3,143 1 0.03 178 2.89 0.0708
2018-11-05 2018-09-30 13F EVERGY COM 30034W106 3,142 3,142 173 0.0697
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.