Evergy, Inc.
MX ˙ BMV ˙ US30034W1062
SecurityMX:EVRG / Evergy, Inc.
InstitutionWorldquant Millennium Advisors Llc
Latest Disclosed Ownership85,395 shares
Latest Disclosed Value $ 6,995,558
Worldquant Millennium Advisors Llc reports 42.82% increase in ownership of EVRG / Evergy, Inc.

On May 15, 2026 - Worldquant Millennium Advisors Llc filed a 13F-HR form disclosing ownership of 85,395 shares of Evergy, Inc. (MX:EVRG) valued at $6,995,558 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 59,791 shares of Evergy, Inc.. This represents a change in shares of 42.82% 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)
2026-05-15 2026-03-31 13F EVERGY COM 30034W106 85,395 25,604 42.82 6,996 61.40 0.0270
2026-02-17 2025-12-31 13F EVERGY COM 30034W106 59,791 59,791 4,334 0.0168
2025-08-14 2025-06-30 13F EVERGY COM 30034W106 0 -23,101 -100.00 0 -100.00
2025-05-15 2025-03-31 13F EVERGY COM 30034W106 23,101 -138,433 -85.70 1,593 -83.99 0.0100
2025-02-14 2024-12-31 13F EVERGY COM 30034W106 161,534 -660 -0.41 9,942 -1.14 0.0644
2024-11-14 2024-09-30 13F EVERGY COM 30034W106 162,194 69,711 75.38 10,058 105.33 0.0736
2024-08-14 2024-06-30 13F EVERGY COM 30034W106 92,483 0 0.00 4,899 -0.77 0.0447
2024-05-15 2024-03-31 13F EVERGY COM 30034W106 92,483 -109,785 -54.28 4,937 -53.25 0.0609
2024-02-14 2023-12-31 13F EVERGY COM 30034W106 202,268 -44,006 -17.87 10,558 -15.44 0.1478
2023-11-14 2023-09-30 13F EVERGY COM 30034W106 246,274 -22,959 -8.53 12,486 -20.61 0.1928
2023-08-14 2023-06-30 13F EVERGY COM 30034W106 269,233 5,143 1.95 15,729 98,200.00 0.2663
2023-05-15 2023-03-31 13F EVERGY COM 30034W106 264,090 85,111 47.55 16 45.45 0.2988
2023-02-14 2022-12-31 13F EVERGY COM 30034W106 178,979 178,979 11 0.2565
2022-02-14 2021-12-31 13F EVERGY COM 30034W106 0 -12,115 -100.00 0 -100.00
2021-11-15 2021-09-30 13F EVERGY COM 30034W106 12,115 0 0.00 754 3.01 0.0165
2021-08-16 2021-06-30 13F EVERGY COM 30034W106 12,115 12,115 732 0.0162
2020-08-14 2020-06-30 13F EVERGY COM 30034W106 0 -20,761 -100.00 0 -100.00
2020-05-14 2020-03-31 13F EVERGY COM 30034W106 20,761 -693 -3.23 1,143 -18.12 0.0278
2020-02-14 2019-12-31 13F EVERGY COM 30034W106 21,454 -1,532 -6.66 1,396 -8.70 0.0267
2019-11-14 2019-09-30 13F EVERGY COM 30034W106 22,986 -2,077 -8.29 1,529 1.39 0.0297
2019-08-14 2019-06-30 13F EVERGY COM 30034W106 25,063 2,146 9.36 1,508 13.38 0.0287
2019-05-14 2019-03-31 13F EVERGY COM 30034W106 22,917 2,105 10.11 1,330 12.62 0.0315
2019-02-14 2018-12-31 13F EVERGY COM 30034W106 20,812 4,497 27.56 1,181 31.81 0.0350
2018-11-14 2018-09-30 13F EVERGY COM 30034W106 16,315 16,315 896 0.0300
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.