Evergy, Inc.
MX ˙ BMV ˙ US30034W1062
SecurityMX:EVRG / Evergy, Inc.
InstitutionSummit Global Investments
Latest Disclosed Ownership63,001 shares
Latest Disclosed Value $ 5,161
Summit Global Investments reports 3.37% decrease in ownership of EVRG / Evergy, Inc.

On May 7, 2026 - Summit Global Investments filed a 13F-HR form disclosing ownership of 63,001 shares of Evergy, Inc. (MX:EVRG) valued at $5,161 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 65,197 shares of Evergy, Inc.. This represents a change in shares of -3.37% 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)
2026-05-07 2026-03-31 13F EVERGY COM 30034W106 63,001 -2,196 -3.37 5 25.00 0.3045
2026-02-17 2025-12-31 13F EVERGY COM 30034W106 65,197 24,587 60.54 5 33.33 0.2794
2025-11-03 2025-09-30 13F EVERGY COM 30034W106 40,610 -52,066 -56.18 3 -50.00 0.1803
2025-08-12 2025-06-30 13F EVERGY COM 30034W106 92,676 -108,532 -53.94 6 -53.85 0.3767
2025-04-07 2025-03-31 13F EVERGY INC C OM 30034W106 201,208 46,894 30.39 14 44.44 1.0102
2025-02-11 2024-12-31 13F EVERGY INC C OM 30034W106 154,314 39,211 34.07 9 28.57 0.5942
2024-10-31 2024-09-30 13F EVERGY COM 30034W106 115,103 -15,863 -12.11 7 16.67 0.4551
2024-07-22 2024-06-30 13F EVERGY INC C OM 30034W106 130,966 15,937 13.85 7 0.00 0.4680
2024-04-29 2024-03-31 13F EVERGY COM 30034W106 115,029 -32,173 -21.86 6 -14.29 0.4565
2024-02-06 2023-12-31 13F EVERGY COM 30034W106 147,202 147,202 8 0.5031
2023-10-13 2023-09-30 13F EVERGY COM 30034W106 0 -84,916 -100.00 0 -100.00
2023-07-19 2023-06-30 13F EVERGY COM 30034W106 84,916 -2,606 -2.98 5 -20.00 0.3284
2023-05-04 2023-03-31 13F EVERGY INC C OM 30034W106 87,522 1 0.00 5 0.00 0.4138
2023-01-31 2022-12-31 13F EVERGY COM 30034W106 87,521 1 0.00 6 -99.90 0.4649
2022-11-14 2022-09-30 13F EVERGY COM 30034W106 87,520 -28,897 -24.82 5,199 -31.56 0.4808
2022-08-23 2022-06-30 13F EVERGY COM 30034W106 116,417 94,099 421.63 7,596 398.10 0.6691
2022-04-29 2022-03-31 13F EVERGY COM 30034W106 22,318 -5,831 -20.71 1,525 -21.03 0.1124
2022-02-14 2021-12-31 13F EVERGY COM 30034W106 28,149 285 1.02 1,931 11.43 0.1239
2021-11-08 2021-09-30 13F EVERGY COM 30034W106 27,864 22,667 436.16 1,733 450.16 0.1299
2022-01-28 2021-06-30 13F EVERGY COM 30034W106 5,197 -5,106 -49.56 315 -48.61 0.0189
2022-01-27 2021-03-31 13F EVERGY COM 30034W106 10,303 1,217 13.39 613 21.63 0.0393
2021-02-11 2020-12-31 13F EVERGY COM 30034W106 9,086 2,260 33.11 504 45.24 0.0504
2020-11-16 2020-09-30 13F EVERGY COM 30034W106 6,826 -2,953 -30.20 347 -40.17 0.0359
2020-08-11 2020-06-30 13F EVERGY COM 30034W106 9,779 -202,936 -95.40 580 -95.05 0.0669
2020-05-14 2020-03-31 13F EVERGY COM 30034W106 212,715 -2,410 -1.12 11,710 -16.37 1.7070
2020-02-13 2019-12-31 13F EVERGY COM 30034W106 215,125 3,324 1.57 14,002 -0.67 1.5181
2019-11-08 2019-09-30 13F EVERGY COM 30034W106 211,801 4,373 2.11 14,097 12.98 1.6383
2019-08-16 2019-06-30 13F EVERGY COM 30034W106 207,428 -2,252 -1.07 12,477 2.51 1.5692
2019-05-14 2019-03-31 13F EVERGY COM 30034W106 209,680 2,455 1.18 12,172 3.47 1.5536
2019-02-08 2018-12-31 13F Evergy COM 30034W106 207,225 207,225 11,764 1.8222
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.