Evergy, Inc.
MX ˙ BMV ˙ US30034W1062
SecurityMX:EVRG / Evergy, Inc.
InstitutionTower Research Capital LLC (TRC)
Latest Disclosed Ownership14,030 shares
Latest Disclosed Value $ 1,149,338
Tower Research Capital LLC (TRC) reports 66.06% increase in ownership of EVRG / Evergy, Inc.

On May 15, 2026 - Tower Research Capital LLC (TRC) filed a 13F-HR form disclosing ownership of 14,030 shares of Evergy, Inc. (MX:EVRG) valued at $1,149,338 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 8,449 shares of Evergy, Inc.. This represents a change in shares of 66.06% 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 14,030 5,581 66.06 1,149 87.75 0.0197
2026-02-17 2025-12-31 13F EVERGY COM 30034W106 8,449 5,114 153.34 612 141.90 0.0148
2025-11-14 2025-09-30 13F EVERGY COM 30034W106 3,335 777 30.38 254 43.75 0.0070
2025-08-15 2025-06-30 13F EVERGY COM 30034W106 2,558 -17,948 -87.53 176 -87.54 0.0048
2025-05-15 2025-03-31 13F EVERGY COM 30034W106 20,506 3,773 22.55 1,414 37.32 0.0421
2025-02-13 2024-12-31 13F EVERGY COM 30034W106 16,733 -4,876 -22.56 1,030 -23.15 0.0204
2024-11-14 2024-09-30 13F EVERGY COM 30034W106 21,609 -16,951 -43.96 1,340 -34.43 0.0355
2024-08-13 2024-06-30 13F EVERGY COM 30034W106 38,560 22,558 140.97 2,043 139.11 0.0345
2024-05-15 2024-03-31 13F EVERGY COM 30034W106 16,002 -31,637 -66.41 854 -65.65 0.0206
2024-02-13 2023-12-31 13F EVERGY COM 30034W106 47,639 35,020 277.52 2,487 289.05 0.0307
2023-11-14 2023-09-30 13F EVERGY COM 30034W106 12,619 -26,402 -67.66 640 -71.96 0.0200
2023-08-14 2023-06-30 13F EVERGY COM 30034W106 39,021 15,983 69.38 2,280 227,800.00 0.0759
2023-05-09 2023-03-31 13F EVERGY COM 30034W106 23,038 -4,491 -16.31 1 0.00 0.0448
2023-02-10 2022-12-31 13F EVERGY COM 30034W106 27,529 -9,485 -25.63 2 -99.95 0.0718
2022-11-10 2022-09-30 13F EVERGY COM 30034W106 37,014 12,847 53.16 2,199 39.44 0.0357
2022-08-15 2022-06-30 13F EVERGY COM 30034W106 24,167 -27,046 -52.81 1,577 -54.94 0.0354
2022-05-12 2022-03-31 13F EVERGY COM 30034W106 51,213 34,120 199.61 3,500 198.63 0.0335
2022-02-14 2021-12-31 13F EVERGY COM 30034W106 17,093 6,640 63.52 1,172 80.31 0.0203
2021-11-15 2021-09-30 13F EVERGY COM 30034W106 10,453 -8,216 -44.01 650 -42.38 0.0166
2021-08-16 2021-06-30 13F EVERGY COM 30034W106 18,669 -14,013 -42.88 1,128 -42.01 0.0294
2021-05-17 2021-03-31 13F EVERGY COM 30034W106 32,682 14,755 82.31 1,945 95.28 0.0327
2021-02-16 2020-12-31 13F EVERGY COM 30034W106 17,927 12,556 233.77 996 264.84 0.0304
2020-11-16 2020-09-30 13F EVERGY COM 30034W106 5,371 2,389 80.11 273 54.24 0.0030
2020-08-13 2020-06-30 13F EVERGY COM 30034W106 2,982 -10,350 -77.63 177 -75.89 0.0073
2020-05-15 2020-03-31 13F EVERGY COM 30034W106 13,332 13,332 734 0.0446
2020-02-07 2019-12-31 13F EVERGY COM 30034W106 0 -7,007 -100.00 0 -100.00
2019-11-05 2019-09-30 13F EVERGY COM 30034W106 7,007 -42,180 -85.75 466 -84.25 0.0319
2019-08-13 2019-06-30 13F EVERGY COM 30034W106 49,187 40,539 468.77 2,959 489.44 0.1993
2019-05-14 2019-03-31 13F EVERGY COM 30034W106 8,648 6,226 257.06 502 266.42 0.0305
2019-02-14 2018-12-31 13F EVERGY COM 30034W106 2,422 -4,511 -65.07 137 -64.04 0.0099
2018-11-13 2018-09-30 13F EVERGY COM 30034W106 6,933 -13,297 -65.73 381 -66.46 0.0279
2018-08-14 2018-06-30 13F EVERGY COM 30034W106 20,230 20,230 1,136 0.0636
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.