Evergy, Inc.
MX ˙ BMV ˙ US30034W1062
SecurityMX:EVRG / Evergy, Inc.
InstitutionWealthTrust Axiom LLC
Latest Disclosed Ownership28,659 shares
Latest Disclosed Value $ 2,347,725
WealthTrust Axiom LLC reports 0.67% decrease in ownership of EVRG / Evergy, Inc.

On May 11, 2026 - WealthTrust Axiom LLC filed a 13F-HR form disclosing ownership of 28,659 shares of Evergy, Inc. (MX:EVRG) valued at $2,347,725 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 28,853 shares of Evergy, Inc.. This represents a change in shares of -0.67% 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 28,659 -194 -0.67 2,348 12.24 0.5776
2026-02-13 2025-12-31 13F EVERGY COM 30034W106 28,853 51 0.18 2,092 -4.48 0.5381
2025-11-14 2025-09-30 13F EVERGY COM 30034W106 28,802 323 1.13 2,190 11.51 0.5865
2025-08-13 2025-06-30 13F EVERGY COM 30034W106 28,479 -1,366 -4.58 1,963 -4.57 0.5772
2025-05-14 2025-03-31 13F EVERGY COM 30034W106 29,845 -694 -2.27 2,058 9.47 0.6266
2025-02-13 2024-12-31 13F EVERGY COM 30034W106 30,539 829 2.79 1,880 2.01 0.5601
2024-11-13 2024-09-30 13F EVERGY COM 30034W106 29,710 -2,346 -7.32 1,842 8.48 0.5459
2024-08-13 2024-06-30 13F EVERGY COM 30034W106 32,056 4 0.01 1,698 -0.70 0.5628
2024-05-10 2024-03-31 13F EVERGY COM 30034W106 32,052 -1,095 -3.30 1,711 -1.16 0.5511
2024-02-05 2023-12-31 13F EVERGY COM 30034W106 33,147 -197 -0.59 1,730 2.37 0.5785
2023-11-03 2023-09-30 13F EVERGY COM 30034W106 33,344 3 0.01 1,691 -13.20 0.6079
2023-08-04 2023-06-30 13F EVERGY COM 30034W106 33,341 3 0.01 1,948 -4.42 0.6461
2023-05-03 2023-03-31 13F EVERGY COM 30034W106 33,338 -172 -0.51 2,038 -3.37 0.6946
2023-01-31 2022-12-31 13F EVERGY COM 30034W106 33,510 2 0.01 2,109 5.93 0.7355
2022-11-03 2022-09-30 13F EVERGY COM 30034W106 33,508 1 0.00 1,990 -8.97 0.7584
2022-07-27 2022-06-30 13F EVERGY COM 30034W106 33,507 3 0.01 2,186 -4.50 0.7789
2022-05-09 2022-03-31 13F EVERGY COM 30034W106 33,504 -148 -0.44 2,289 -0.82 0.7149
2022-02-02 2021-12-31 13F EVERGY COM 30034W106 33,652 -442 -1.30 2,308 8.87 0.7376
2021-10-14 2021-09-30 13F EVERGY COM 30034W106 34,094 -1,657 -4.63 2,120 -1.85 0.7176
2021-07-22 2021-06-30 13F EVERGY COM 30034W106 35,751 409 1.16 2,160 2.71 0.6933
2021-04-14 2021-03-31 13F EVERGY COM 30034W106 35,342 -696 -1.93 2,103 5.15 0.7114
2021-02-04 2020-12-31 13F EVERGY COM 30034W106 36,038 -247 -0.68 2,000 8.52 0.7265
2020-10-21 2020-09-30 13F EVERGY COM 30034W106 36,285 -196 -0.54 1,843 -14.75 0.7940
2020-07-31 2020-06-30 13F EVERGY COM 30034W106 36,481 -1,100 -2.93 2,162 4.55 0.9517
2020-04-10 2020-03-31 13F EVERGY COM 30034W106 37,581 -694 -1.81 2,068 -16.98 1.0142
2020-02-04 2019-12-31 13F EVERGY COM 30034W106 38,275 -1,037 -2.64 2,491 -4.78 0.8332
2019-11-04 2019-09-30 13F EVERGY COM 30034W106 39,312 -2,472 -5.92 2,616 4.10 0.9242
2019-08-07 2019-06-30 13F EVERGY COM 30034W106 41,784 -1,089 -2.54 2,513 1.00 0.8731
2019-05-03 2019-03-31 13F EVERGY COM 30034W106 42,873 -1,842 -4.12 2,488 -1.97 0.8850
2019-02-01 2018-12-31 13F EVERGY COM 30034W106 44,715 -454 -1.01 2,538 2.34 1.0391
2018-11-01 2018-09-30 13F EVERGY COM 30034W106 45,169 -701 -1.53 2,480 -3.69 0.8370
2018-07-30 2018-06-30 13F EVERGY COM 30034W106 45,870 45,870 2,575 0.9093
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.