Evergy, Inc.
MX ˙ BMV ˙ US30034W1062
SecurityMX:EVRG / Evergy, Inc.
InstitutionTruvestments Capital Llc
Latest Disclosed Ownership1,011 shares
Latest Disclosed Value $ 82,786
Truvestments Capital Llc reports 6.42% increase in ownership of EVRG / Evergy, Inc.

On May 13, 2026 - Truvestments Capital Llc filed a 13F-HR form disclosing ownership of 1,011 shares of Evergy, Inc. (MX:EVRG) valued at $82,786 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 950 shares of Evergy, Inc.. This represents a change in shares of 6.42% 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 1,011 61 6.42 83 20.59 0.0149
2026-02-13 2025-12-31 13F EVERGY COM 30034W106 950 4 0.42 69 -4.23 0.0125
2025-11-14 2025-09-30 13F EVERGY COM 30034W106 946 54 6.05 72 16.39 0.0130
2025-08-13 2025-06-30 13F EVERGY COM 30034W106 892 5 0.56 61 0.00 0.0123
2025-05-14 2025-03-31 13F EVERGY COM 30034W106 887 364 69.60 61 90.63 0.0133
2025-02-10 2024-12-31 13F EVERGY COM 30034W106 523 5 0.97 32 0.00 0.0083
2024-11-13 2024-09-30 13F EVERGY COM 30034W106 518 518 32 0.0086
2024-08-14 2024-06-30 13F EVERGY COM 30034W106 0 -506 -100.00 0 -100.00
2024-05-14 2024-03-31 13F EVERGY COM 30034W106 506 6 1.20 27 3.85 0.0104
2024-02-14 2023-12-31 13F EVERGY COM 30034W106 500 7 1.42 26 8.33 0.0118
2023-11-13 2023-09-30 13F EVERGY COM 30034W106 493 0 0.00 25 -14.29 0.0130
2023-08-10 2023-06-30 13F EVERGY COM 30034W106 493 5 1.02 29 -3.45 0.0143
2023-05-12 2023-03-31 13F EVERGY COM 30034W106 488 -31 -5.97 30 -9.37 0.0159
2023-02-14 2022-12-31 13F EVERGY COM 30034W106 519 41 8.58 33 14.29 0.0184
2022-11-15 2022-09-30 13F EVERGY COM 30034W106 478 4 0.84 28 -9.68 0.0177
2022-08-09 2022-06-30 13F EVERGY COM 30034W106 474 474 31 0.0181
2022-05-02 2022-03-31 13F EVERGY COM 30034W106 0 -466 -100.00 0 -100.00
2022-02-14 2021-12-31 13F EVERGY COM 30034W106 466 4 0.87 32 10.34 0.0161
2021-10-29 2021-09-30 13F EVERGY COM 30034W106 462 4 0.87 29 3.57 0.0160
2021-08-12 2021-06-30 13F EVERGY COM 30034W106 458 4 0.88 28 3.70 0.0154
2021-05-18 2021-03-31 13F EVERGY COM 30034W106 454 4 0.89 27 12.50 0.0153
2021-02-17 2020-12-31 13F EVERGY COM 30034W106 450 450 24 0.0167
2020-11-13 2020-09-30 13F EVERGY COM 30034W106 0 -441 -100.00 0 -100.00
2020-08-06 2020-06-30 13F EVERGY COM 30034W106 441 4 0.92 26 8.33 0.0265
2020-05-07 2020-03-31 13F EVERGY INC COM COM 30034W106 437 437 24 0.0305
2020-01-29 2019-12-31 13F EVERGY COM 30034W106 0 -429 -100.00 0 -100.00
2019-10-10 2019-09-30 13F EVERGY COM 30034W106 429 4 0.94 29 11.54 0.0189
2019-07-15 2019-06-30 13F EVERGY COM 30034W106 425 3 0.71 26 4.00 0.0175
2019-04-12 2019-03-31 13F EVERGY COM 30034W106 422 -1,296 -75.44 25 -73.40 0.0192
2018-10-22 2018-09-30 13F EVERGY COM 30034W106 1,718 1,718 94 0.0452
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.