Evergy, Inc.
MX ˙ BMV ˙ US30034W1062
SecurityMX:EVRG / Evergy, Inc.
InstitutionTucker Asset Management Llc
Latest Disclosed Ownership1,550 shares
Latest Disclosed Value $ 112,360
Tucker Asset Management Llc ownership in EVRG / Evergy, Inc.

On February 5, 2026 - Tucker Asset Management Llc filed a 13F-HR form disclosing ownership of 1,550 shares of Evergy, Inc. (MX:EVRG) valued at $112,360 USD as of December 31, 2025. The entity filed a previous 13F-HR on January 6, 2026 disclosing 0 shares of Evergy, Inc..

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)
2026-02-05 2025-12-31 13F EVERGY COM 30034W106 1,550 1,550 112 0.0327
2026-01-06 2025-03-31 13F EVERGY COM 30034W106 0 -2,294 -100.00 0 -100.00
2025-02-12 2024-12-31 13F EVERGY COM 30034W106 2,294 -517 -18.39 141 -18.97 0.0150
2025-02-03 2024-09-30 13F EVERGY COM 30034W106 2,811 500 21.64 174 42.62 0.0403
2024-08-09 2024-06-30 13F EVERGY COM 30034W106 2,311 174 8.14 122 7.02 0.0267
2024-08-09 2024-03-31 13F EVERGY COM 30034W106 2,137 424 24.75 114 28.09 0.0263
2024-03-04 2023-12-31 13F EVERGY COM 30034W106 1,713 374 27.93 89 32.84 0.0223
2023-12-04 2023-09-30 13F EVERGY COM 30034W106 1,339 227 20.41 68 4.69 0.0181
2023-09-08 2023-06-30 13F EVERGY COM 30034W106 1,112 -42 -3.64 65 -8.57 0.0189
2023-05-11 2023-03-31 13F EVERGY COM 30034W106 1,154 151 15.05 71 11.11 0.0211
2023-05-11 2022-12-31 13F EVERGY COM 30034W106 1,003 247 32.67 64 36.96 0.0205
2023-05-11 2022-09-30 13F EVERGY COM 30034W106 756 203 36.71 46 27.78 0.0151
2023-05-11 2022-06-30 13F EVERGY COM 30034W106 553 -37 -6.27 36 -10.00 0.0117
2023-05-11 2022-03-31 13F EVERGY COM 30034W106 590 0 0.00 40 0.00 0.0126
2023-05-11 2021-12-31 13F EVERGY COM 30034W106 590 108 22.41 40 33.33 0.0130
2023-08-10 2021-09-30 13F EVERGY COM 30034W106 482 74 18.14 31 25.00 0.0111
2023-08-10 2021-06-30 13F EVERGY COM 30034W106 408 53 14.93 25 14.29 0.0111
2023-08-10 2021-03-31 13F EVERGY COM 30034W106 355 338 1,988.24 21 0.0111
2023-06-07 2020-12-31 13F EVERGY COM 30034W106 17 17 1 0.0006
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.