Evergy, Inc.
US ˙ NasdaqGS ˙ US30034W1062

SecurityEVRG / Evergy, Inc.
InstitutionAssetmark, Inc
Latest Disclosed Ownership56,235 shares
Latest Disclosed Value $ 4,606,806
Assetmark, Inc reports 5.12% increase in ownership of EVRG / Evergy, Inc.

On May 6, 2026 - Assetmark, Inc filed a 13F-HR form disclosing ownership of 56,235 shares of Evergy, Inc. (US:EVRG) valued at $4,606,771 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 23, 2026 disclosing 53,496 shares of Evergy, Inc.. This represents a change in shares of 5.12% during the quarter. The current value of the position is $4,558,971 USD.

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)
2026-05-06 2026-03-31 13F EVERGY COM 30034W106 56,235 2,739 5.12 4,607 18.80 0.0094
2026-01-23 2025-12-31 13F EVERGY COM 30034W106 53,496 1,069 2.04 3,878 -2.71 0.0079
2025-11-06 2025-09-30 13F EVERGY COM 30034W106 52,427 15,379 41.51 3,986 56.09 0.0085
2025-08-04 2025-06-30 13F EVERGY COM 30034W106 37,048 15,296 70.32 2,554 70.31 0.0060
2025-05-06 2025-03-31 13F EVERGY COM 30034W106 21,752 1,277 6.24 1,500 18.97 0.0041
2025-02-06 2024-12-31 13F EVERGY COM 30034W106 20,475 634 3.20 1,260 2.44 0.0034
2024-11-01 2024-09-30 13F EVERGY COM 30034W106 19,841 4 0.02 1,230 17.14 0.0035
2024-08-13 2024-06-30 13F EVERGY COM 30034W106 19,837 962 5.10 1,051 4.27 0.0032
2024-05-07 2024-03-31 13F EVERGY COM 30034W106 18,875 -676 -3.46 1,008 -1.27 0.0033
2024-02-09 2023-12-31 13F EVERGY COM 30034W106 19,551 2,676 15.86 1,021 19.30 0.0037
2023-10-27 2023-09-30 13F EVERGY COM 30034W106 16,875 3,109 22.58 856 6.34 0.0034
2023-08-11 2023-06-30 13F EVERGY INC COM COM 30034W106 13,766 433 3.25 804 -1.23 0.0032
2023-05-05 2023-03-31 13F EVERGY INC COM COM 30034W106 13,333 603 4.74 815 1.62 0.0034
2023-02-10 2022-12-31 13F EVERGY COM 30034W106 12,730 5,227 69.67 801 79.60 0.0035
2022-11-01 2022-09-30 13F EVERGY COM 30034W106 7,503 -17,762 -70.30 446 -72.95 0.0021
2022-08-03 2022-06-30 13F EVERGY INC COM COM 30034W106 25,265 1,079 4.46 1,649 -0.24 0.0074
2022-05-13 2022-03-31 13F EVERGY INC COM COM 30034W106 24,186 23,933 9,459.68 1,653 9,623.53 0.0069
2022-02-14 2021-12-31 13F EVERGY INC COM COM 30034W106 253 253 17 0.0001
2020-08-11 2020-06-30 13F EVERGY INC COM COM 30034W106 0 -27,576 -100.00 0 -100.00
2020-05-12 2020-03-31 13F EVERGY INC COM COM 30034W106 27,576 -28,125 -50.49 1,518 -58.14 0.0129
2020-02-11 2019-12-31 13F EVERGY INC COM COM 30034W106 55,701 55,636 85,593.85 3,626 90,550.00 0.0275
2019-11-13 2019-09-30 13F EVERGY INC COM COM 30034W106 65 -64,993 -99.90 4 -99.90 0.0000
2019-08-14 2019-06-30 13F EVERGY INC COM COM 30034W106 65,058 19,997 44.38 3,913 49.58 0.0319
2019-05-14 2019-03-31 13F EVERGY INC COM COM 30034W106 45,061 44,861 22,430.50 2,616 23,681.82 0.0236
2019-02-13 2018-12-31 13F EVERGY INC COM COM 30034W106 200 0 0.00 11 0.00 0.0001
2018-11-13 2018-09-30 13F EVERGY INC COM COM 30034W106 200 0 0.00 11 0.00 0.0001
2018-08-01 2018-06-30 13F EVERGY INC COM ADDED COM 30034W106 200 200 11 0.0001
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.