Evergy, Inc.
MX ˙ BMV ˙ US30034W1062
SecurityMX:EVRG / Evergy, Inc.
InstitutionUmb Bank N A/mo
Latest Disclosed Ownership18,058 shares
Latest Disclosed Value $ 1,479,311
Umb Bank N A/mo reports 1.59% decrease in ownership of EVRG / Evergy, Inc.

On May 11, 2026 - Umb Bank N A/mo filed a 13F-HR form disclosing ownership of 18,058 shares of Evergy, Inc. (MX:EVRG) valued at $1,479,311 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 18,350 shares of Evergy, Inc.. This represents a change in shares of -1.59% 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)
2026-05-11 2026-03-31 13F EVERGY COM 30034W106 18,058 -292 -1.59 1,479 11.20 0.0186
2026-02-13 2025-12-31 13F EVERGY COM 30034W106 18,350 -2,299 -11.13 1,330 -15.23 0.0177
2025-11-04 2025-09-30 13F EVERGY COM 30034W106 20,649 -1,966 -8.69 1,570 0.71 0.0231
2025-07-11 2025-06-30 13F/A-01 EVERGY COM 30034W106 22,615 -1,550 -6.41 1,559 -6.48 0.0243
2025-07-10 2025-06-30 13F EVERGY COM 30034W106 24,165 0 1,666 0.0242
2025-04-14 2025-03-31 13F EVERGY COM 30034W106 24,165 -5,185 -17.67 1,666 -7.75 0.0275
2025-01-16 2024-12-31 13F Evergy COM 30034W106 29,350 -3,820 -11.52 1,806 -12.16 0.0286
2024-10-09 2024-09-30 13F Evergy COM 30034W106 33,170 -18,742 -36.10 2,057 -25.21 0.0320
2024-07-29 2024-06-30 13F Evergy COM 30034W106 51,912 22,230 74.89 2,750 73.55 0.0451
2024-04-26 2024-03-31 13F Evergy COM 30034W106 29,682 -1,457 -4.68 1,584 -2.52 0.0251
2024-01-23 2023-12-31 13F Evergy COM 30034W106 31,139 -1,385 -4.26 1,625 -1.40 0.0238
2023-10-18 2023-09-30 13F Evergy COM 30034W106 32,524 -205 -0.63 1,649 -13.81 0.0265
2023-07-25 2023-06-30 13F Evergy COM 30034W106 32,729 -3,880 -10.60 1,912 -14.53 0.0290
2023-04-11 2023-03-31 13F Evergy COM 30034W106 36,609 -1,547 -4.05 2,238 111,750.00 0.0358
2023-01-10 2022-12-31 13F Evergy COM 30034W106 38,156 -265 -0.69 2 -99.91 0.0380
2022-10-13 2022-09-30 13F Evergy COM 30034W106 38,421 -246 -0.64 2,283 -9.51 0.0385
2022-07-20 2022-06-30 13F Evergy COM 30034W106 38,667 -903 -2.28 2,523 -6.69 0.0393
2022-04-22 2022-03-31 13F Evergy COM 30034W106 39,570 -1,347 -3.29 2,704 -3.70 0.0358
2022-02-09 2021-12-31 13F Evergy COM 30034W106 40,917 13,775 50.75 2,808 66.25 0.0355
2021-10-18 2021-09-30 13F Evergy COMMON 30034W106 27,142 -178 -0.65 1,689 2.30 0.0380
2021-07-26 2021-06-30 13F Evergy COMMON 30034W106 27,320 -547 -1.96 1,651 -0.48 0.0378
2021-04-15 2021-03-31 13F Evergy COMMON 30034W106 27,867 52 0.19 1,659 7.45 0.0406
2021-02-04 2020-12-31 13F Evergy COMMON 30034W106 27,815 -3,192 -10.29 1,544 -16.00 0.0416
2020-10-16 2020-09-30 13F Evergy COMMON 30034W106 31,007 0 0.00 1,838 0.00 0.0570
2020-07-16 2020-06-30 13F Evergy COMMON 30034W106 31,007 221 0.72 1,838 8.50 0.0570
2020-05-26 2020-03-31 13F Evergy COMMON 30034W106 30,786 -853 -2.70 1,694 -17.73 0.0607
2020-01-31 2019-12-31 13F Evergy COMMON 30034W106 31,639 943 3.07 2,059 0.78 0.0567
2019-10-30 2019-09-30 13F Evergy COMMON 30034W106 30,696 -1,707 -5.27 2,043 4.82 0.0491
2019-07-30 2019-06-30 13F Evergy COMMON 30034W106 32,403 -7,542 -18.88 1,949 -15.96 0.0478
2019-04-30 2019-03-31 13F Evergy COMMON 30034W106 39,945 -118 -0.29 2,319 1.98 0.0707
2019-01-24 2018-12-31 13F Evergy COMMON 30034W106 40,063 -4,827 -10.75 2,274 -7.75 0.0694
2018-10-22 2018-09-30 13F Evergy COMMON 30034W106 44,890 10,806 31.70 2,465 28.79 0.0732
2018-07-31 2018-06-30 13F Evergy COMMON 30034W106 34,084 34,084 1,914 0.0608
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.