Evergy, Inc.
MX ˙ BMV ˙ US30034W1062
SecurityMX:EVRG / Evergy, Inc.
InstitutionWealth Enhancement Advisory Services, Llc
Latest Disclosed Ownership35,272 shares
Latest Disclosed Value $ 2,921,907
Wealth Enhancement Advisory Services, Llc reports 17.04% decrease in ownership of EVRG / Evergy, Inc.

On April 8, 2026 - Wealth Enhancement Advisory Services, Llc filed a 13F-HR form disclosing ownership of 35,272 shares of Evergy, Inc. (MX:EVRG) valued at $2,921,907 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 8, 2026 disclosing 42,518 shares of Evergy, Inc.. This represents a change in shares of -17.04% 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)
2026-04-08 2026-03-31 13F EVERGY COM 30034W106 35,272 -7,246 -17.04 2,922 -6.14 0.0060
2026-01-08 2025-12-31 13F EVERGY COM 30034W106 42,518 1,642 4.02 3,113 -1.98 0.0042
2025-10-29 2025-09-30 13F EVERGY COM 30034W106 40,876 602 1.49 3,176 12.35 0.0048
2025-07-10 2025-06-30 13F EVERGY COM 30034W106 40,274 4,011 11.06 2,826 13.04 0.0047
2025-04-16 2025-03-31 13F EVERGY COM 30034W106 36,263 3,014 9.06 2,500 22.19 0.0048
2025-03-17 2024-12-31 13F/A-1 EVERGY COM 30034W106 33,249 8,385 33.72 2,046 32.77 0.0039
2025-01-10 2024-12-31 13F EVERGY COM 30034W106 24,865 1 1,542 0.0031
2024-10-24 2024-09-30 13F EVERGY COM 30034W106 24,864 4,920 24.67 1,542 45.93 0.0033
2024-07-16 2024-06-30 13F EVERGY COM 30034W106 19,944 3,550 21.65 1,056 20.69 0.0025
2024-04-15 2024-03-31 13F EVERGY COM 30034W106 16,394 1,649 11.18 875 13.78 0.0023
2024-01-30 2023-12-31 13F EVERGY COM 30034W106 14,745 2,308 18.56 770 22.06 0.0022
2023-11-13 2023-09-30 13F EVERGY COM 30034W106 12,437 12,437 631 0.0021
2021-11-03 2021-09-30 13F EVERGY COM 30034W106 0 -17,419 -100.00 0 -100.00
2021-08-10 2021-06-30 13F EVERGY COM 30034W106 17,419 17,419 1,101 0.0177
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.