Evergy, Inc.
US ˙ NasdaqGS ˙ US30034W1062

SecurityEVRG / Evergy, Inc.
InstitutionAviva Plc
Latest Disclosed Ownership4,041 shares
Latest Disclosed Value $ 331,039
Aviva Plc ownership in EVRG / Evergy, Inc.

On May 14, 2026 - Aviva Plc filed a 13F-HR form disclosing ownership of 4,041 shares of Evergy, Inc. (US:EVRG) valued at $331,039 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 12, 2026 disclosing 4,041 shares of Evergy, Inc.. This represents a change in shares of 0.00% during the quarter. The current value of the position is $330,917 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)
2026-05-14 2026-03-31 13F EVERGY COM 30034W106 4,041 0 0.00 331 13.36 0.0006
2026-02-12 2025-12-31 13F EVERGY COM 30034W106 4,041 0 0.00 293 -4.89 0.0005
2025-11-13 2025-09-30 13F EVERGY COM 30034W106 4,041 0 0.00 307 10.43 0.0006
2025-08-07 2025-06-30 13F EVERGY COM 30034W106 4,041 507 14.35 279 14.40 0.0006
2025-05-15 2025-03-31 13F EVERGY COM 30034W106 3,534 0 0.00 244 11.98 0.0006
2025-02-13 2024-12-31 13F EVERGY COM 30034W106 3,534 0 0.00 218 -0.91 0.0006
2024-11-14 2024-09-30 13F EVERGY COM 30034W106 3,534 3,534 219 0.0006
2023-08-10 2023-06-30 13F EVERGY COM 30034W106 0 -3,304 -100.00 0 -100.00
2023-05-12 2023-03-31 13F EVERGY COM 30034W106 3,304 0 0.00 202 -2.90 0.0009
2023-02-14 2022-12-31 13F/A-2 EVERGY COM 30034W106 3,304 3,304 208 0.0010
2023-02-10 2022-12-31 13F/A-1 EVERGY COM 30034W106 3,304 3,304 3,690 0.0176
2023-02-09 2022-12-31 13F EVERGY COM 30034W106 3,304 3,304 0 0.0010
2022-11-14 2022-09-30 13F EVERGY COM 30034W106 0 -32,359 -100.00 0 -100.00
2022-08-04 2022-06-30 13F EVERGY COM 30034W106 32,359 -10,203 -23.97 2,111 -27.43 0.0112
2022-05-13 2022-03-31 13F EVERGY COM 30034W106 42,562 -25,903 -37.83 2,909 -38.07 0.0145
2022-02-10 2021-12-31 13F EVERGY COM 30034W106 68,465 -1,632 -2.33 4,697 7.73 0.0197
2021-11-12 2021-09-30 13F EVERGY COM 30034W106 70,097 27,673 65.23 4,360 70.05 0.0194
2021-08-10 2021-06-30 13F EVERGY COM 30034W106 42,424 -1,897 -4.28 2,564 -2.81 0.0112
2021-05-13 2021-03-31 13F EVERGY COM 30034W106 44,321 -1,263 -2.77 2,638 4.27 0.0129
2021-02-10 2020-12-31 13F EVERGY COM 30034W106 45,584 -177 -0.39 2,530 8.77 0.0132
2020-11-12 2020-09-30 13F EVERGY COM 30034W106 45,761 -2,700 -5.57 2,326 -19.04 0.0137
2020-08-13 2020-06-30 13F/A-1 EVERGY COM 30034W106 48,461 -31,586 -39.46 2,873 -34.81 0.0179
2020-08-13 2020-06-30 13F EVERGY COM 30034W106 48,461 -31,586 2,873 8,697.8032
2020-05-14 2020-03-31 13F EVERGY COM 30034W106 80,047 -31,078 -27.97 4,407 -39.07 0.0323
2020-02-10 2019-12-31 13F EVERGY COM 30034W106 111,125 27,154 32.34 7,233 29.41 0.0438
2019-11-12 2019-09-30 13F EVERGY COM 30034W106 83,971 -8,542 -9.23 5,589 0.43 0.0379
2019-07-30 2019-06-30 13F EVERGY COM 30034W106 92,513 -6,954 -6.99 5,565 -3.62 0.0382
2019-05-14 2019-03-31 13F EVERGY COM 30034W106 99,467 -1,400 -1.39 5,774 0.84 0.0387
2019-02-12 2018-12-31 13F EVERGY COM 30034W106 100,867 -29,456 -22.60 5,726 -19.99 0.0427
2018-11-13 2018-09-30 13F EVERGY COM 30034W106 130,323 130,323 7,157 0.0392
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.