Evergy, Inc.
MX ˙ BMV ˙ US30034W1062
SecurityMX:EVRG / Evergy, Inc.
InstitutionStandard Life Aberdeen plc
Latest Disclosed Ownership36,849 shares
Latest Disclosed Value $ 3,018,670
Standard Life Aberdeen plc reports 52.79% decrease in ownership of EVRG / Evergy, Inc.

On April 29, 2026 - Standard Life Aberdeen plc filed a 13F-HR form disclosing ownership of 36,849 shares of Evergy, Inc. (MX:EVRG) valued at $3,018,670 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 16, 2026 disclosing 78,056 shares of Evergy, Inc.. This represents a change in shares of -52.79% 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)
2026-04-29 2026-03-31 13F EVERGY COM 30034W106 36,849 -41,207 -52.79 3,019 -46.66 0.0026
2026-01-16 2025-12-31 13F EVERGY COM 30034W106 78,056 -1,868 -2.34 5,658 -6.86 0.0088
2025-11-07 2025-09-30 13F EVERGY COM 30034W106 79,924 5,912 7.99 6,076 19.09 0.0096
2025-07-24 2025-06-30 13F EVERGY COM 30034W106 74,012 27,292 58.42 5,102 59.56 0.0087
2025-05-13 2025-03-31 13F EVERGY COM 30034W106 46,720 12,230 35.46 3,197 51.44 0.0062
2025-01-24 2024-12-31 13F EVERGY COM 30034W106 34,490 -15,331 -30.77 2,111 -31.59 0.0040
2024-10-25 2024-09-30 13F EVERGY COM 30034W106 49,821 10,961 28.21 3,087 49.95 0.0057
2024-08-09 2024-06-30 13F EVERGY COM 30034W106 38,860 -28,614 -42.41 2,058 -42.85 0.0039
2024-05-09 2024-03-31 13F EVERGY COM 30034W106 67,474 -9,007 -11.78 3,602 -9.79 0.0071
2024-01-31 2023-12-31 13F EVERGY COM 30034W106 76,481 10,297 15.56 3,992 18.99 0.0087
2023-11-07 2023-09-30 13F EVERGY COM 30034W106 66,184 11,560 21.16 3,356 5.14 0.0086
2024-06-20 2023-06-30 13F/A-1 EVERGY COM 30034W106 54,624 -739 -1.33 3,191 -5.68 0.0074
2023-08-04 2023-06-30 13F EVERGY COM 30034W106 54,624 -739 3,191 0.0074
2024-06-20 2023-03-31 13F/A-1 EVERGY COM 30034W106 55,363 -694 -1.24 3,384 -4.08 0.0085
2023-04-28 2023-03-31 13F EVERGY COM 30034W106 55,363 -694 3,384 0.0085
2024-06-20 2022-12-31 13F/A-1 EVERGY COM 30034W106 56,057 1,587 2.91 3,528 9.03 0.0096
2023-02-10 2022-12-31 13F EVERGY COM 30034W106 56,057 1,587 3,528 0.0096
2022-11-10 2022-09-30 13F EVERGY COM 30034W106 54,470 -286 -0.52 3,235 -9.03 0.0096
2022-08-05 2022-06-30 13F EVERGY COM 30034W106 54,756 -2,015 -3.55 3,556 -8.52 0.0112
2022-05-04 2022-03-31 13F EVERGY COM 30034W106 56,771 -38,648 -40.50 3,887 -40.63 0.0099
2022-02-10 2021-12-31 13F/A-1 EVERGY COM 30034W106 95,419 -53,678 -36.00 6,547 -30.02 0.0144
2022-02-08 2021-12-31 13F EVERGY COM 30034W106 95,419 -53,678 6,547 0.0047
2021-11-15 2021-09-30 13F EVERGY COM 30034W106 149,097 -59,387 -28.49 9,355 -25.75 0.0211
2021-08-10 2021-06-30 13F EVERGY COM 30034W106 208,484 -3,035 -1.43 12,599 0.04 0.0276
2021-05-06 2021-03-31 13F EVERGY COM 30034W106 211,519 31,599 17.56 12,594 26.10 0.0286
2021-02-10 2020-12-31 13F EVERGY COM 30034W106 179,920 -4,588 -2.49 9,987 6.52 0.0243
2020-10-21 2020-09-30 13F EVERGY COM 30034W106 184,508 25,629 16.13 9,376 -0.48 0.0250
2020-08-10 2020-06-30 13F EVERGY COM 30034W106 158,879 -88,394 -35.75 9,421 -30.82 0.0255
2020-05-13 2020-03-31 13F EVERGY COM 30034W106 247,273 8,548 3.58 13,618 -12.37 0.0433
2020-02-18 2019-12-31 13F EVERGY COM 30034W106 238,725 -9,777 -3.93 15,540 -6.05 0.0376
2019-11-13 2019-09-30 13F EVERGY COM 30034W106 248,502 50,222 25.33 16,541 38.64 0.0412
2019-08-13 2019-06-30 13F EVERGY COM 30034W106 198,280 28,655 16.89 11,931 21.14 0.0265
2019-05-14 2019-03-31 13F EVERGY COM 30034W106 169,625 6,625 4.06 9,849 6.51 0.0213
2019-02-12 2018-12-31 13F EVERGY COM 30034W106 163,000 -11,521 -6.60 9,247 -3.54 0.0219
2018-11-20 2018-09-30 13F/A-1 EVERGY COM 30034W106 174,521 174,521 9,586 0.0179
2018-11-13 2018-09-30 13F EVERGY COM 30034W106 174,521 9,586 0.0179
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.