Evergy, Inc.
MX ˙ BMV ˙ US30034W1062
SecurityMX:EVRG / Evergy, Inc.
InstitutionToronto Dominion Bank
Latest Disclosed Ownership128,880 shares
Latest Disclosed Value $ 10,557,849
Toronto Dominion Bank reports 58.57% increase in ownership of EVRG / Evergy, Inc.

On May 15, 2026 - Toronto Dominion Bank filed a 13F-HR form disclosing ownership of 128,880 shares of Evergy, Inc. (MX:EVRG) valued at $10,557,849 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 81,276 shares of Evergy, Inc.. This represents a change in shares of 58.57% 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)
2026-05-15 2026-03-31 13F EVERGY COM 30034W106 128,880 47,604 58.57 10,558 79.21 0.0054
2026-02-17 2025-12-31 13F EVERGY COM 30034W106 81,276 -98,709 -54.84 5,892 -56.94 0.0087
2025-11-14 2025-09-30 13F Evergy COM 30034W106 179,985 83,240 86.04 13,682 105.19 0.0212
2025-08-14 2025-06-30 13F EVERGY COM 30034W106 96,745 -15,218 -13.59 6,669 -13.62 0.0111
2025-05-15 2025-03-31 13F EVERGY COM 30034W106 111,963 -13,072 -10.45 7,720 0.31 0.0151
2025-02-19 2024-12-31 13F/A-1 EVERGY COM 30034W106 125,035 -10,239 -7.57 7,696 -8.26 0.0122
2025-02-14 2024-12-31 13F EVERGY COM 30034W106 125,035 -10,239 7,696 0.0037
2024-11-18 2024-09-30 13F/A-1 Evergy COM 30034W106 135,274 21,257 18.64 8,388 38.90 0.0148
2024-11-14 2024-09-30 13F Evergy COM 30034W106 135,274 21,257 8,388 0.0006
2024-08-14 2024-06-30 13F Evergy COM 30034W106 114,017 42,480 59.38 6,039 58.17 0.0097
2024-05-14 2024-03-31 13F Evergy COM 30034W106 71,537 -57,523 -44.57 3,819 -43.32 0.0060
2024-02-13 2023-12-31 13F Evergy COM 30034W106 129,060 17,484 15.67 6,737 19.09 0.0098
2024-02-14 2023-09-30 13F/A-1 Evergy COM 30034W106 111,576 -4,311 -3.72 5,657 94,166.67 0.0094
2023-11-14 2023-09-30 13F Evergy COM 30034W106 111,576 -4,311 5,657 0.0004
2024-02-14 2023-06-30 13F/A-1 Evergy COM 30034W106 115,887 9,817 9.26 7 0.00 0.0100
2023-08-10 2023-06-30 13F Evergy COM 30034W106 115,887 9,817 7 0.0101
2023-05-11 2023-03-31 13F Evergy COM 30034W106 106,070 -9,471 -8.20 6 -14.29 0.0106
2023-02-07 2022-12-31 13F Evergy COM 30034W106 115,541 16,426 16.57 7 -99.88 0.0109
2022-11-09 2022-09-30 13F Evergy COM 30034W106 99,115 -11,617 -10.49 5,886 -18.52 0.0105
2022-08-11 2022-06-30 13F Evergy COM 30034W106 110,732 -17,493 -13.64 7,224 -17.56 0.0135
2022-05-09 2022-03-31 13F Evergy COM 30034W106 128,225 -6,046 -4.50 8,763 -4.87 0.0132
2022-02-04 2021-12-31 13F Evergy COM 30034W106 134,271 41,132 44.16 9,212 59.02 0.0123
2021-11-08 2021-09-30 13F Evergy COM 30034W106 93,139 -7,067 -7.05 5,793 -4.33 0.0091
2021-08-13 2021-06-30 13F/A-1 Evergy COM 30034W106 100,206 -1,750 -1.72 6,055 -0.23 0.0094
2021-08-10 2021-06-30 13F Evergy COM 30034W106 100,206 -1,750 6,055 0.0020
2021-05-11 2021-03-31 13F Evergy COM 30034W106 101,956 -25,039 -19.72 6,069 -13.91 0.0107
2021-02-08 2020-12-31 13F Evergy COM 30034W106 126,995 20,077 18.78 7,050 29.74 0.0129
2020-10-30 2020-09-30 13F Evergy COM 30034W106 106,918 -34 -0.03 5,434 -14.30 0.0134
2020-08-28 2020-06-30 13F/A-1 Evergy COM 30034W106 106,952 -11,480 -9.69 6,341 -2.75 0.0161
2020-08-10 2020-06-30 13F Evergy COM 30034W106 106 -118,326 6,341 3,681.9647
2020-05-13 2020-03-31 13F Evergy COM 30034W106 118,432 -35,280 -22.95 6,520 -34.83 0.0199
2020-02-13 2019-12-31 13F Evergy COM 30034W106 153,712 7,412 5.07 10,004 2.74 0.0168
2019-11-12 2019-09-30 13F Evergy COM 30034W106 146,300 1,197 0.82 9,737 11.59 0.0205
2019-08-26 2019-06-30 13F/A-1 Evergy COM 30034W106 145,103 -21,967 -13.15 8,726 -10.00 0.0186
2019-08-13 2019-06-30 13F Evergy COM 30034W106 145,103 -21,967 8,726
2019-05-06 2019-03-31 13F Evergy COM 30034W106 167,070 20,367 13.88 9,696 16.44 0.0151
2019-02-07 2018-12-31 13F Evergy COM 30034W106 146,703 -29,836 -16.90 8,327 -14.10 0.0143
2018-11-07 2018-09-30 13F Evergy COM 30034W106 176,539 2,187 1.25 9,694 -0.96 0.0177
2018-08-06 2018-06-30 13F Evergy COM 30034W106 174,352 174,352 9,788 0.0199
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.