Evergy, Inc.
US ˙ NasdaqGS ˙ US30034W1062

SecurityEVRG / Evergy, Inc.
InstitutionChange Path, LLC
Latest Disclosed Ownership26,082 shares
Latest Disclosed Value $ 2,136,664
Change Path, LLC reports 0.43% increase in ownership of EVRG / Evergy, Inc.

On May 15, 2026 - Change Path, LLC filed a 13F-HR form disclosing ownership of 26,082 shares of Evergy, Inc. (US:EVRG) valued at $2,136,637 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 25,971 shares of Evergy, Inc.. This represents a change in shares of 0.43% during the quarter. The current value of the position is $2,114,468 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)
2026-05-15 2026-03-31 13F EVERGY COM 30034W106 26,082 111 0.43 2,137 13.50 0.0496
2026-02-13 2025-12-31 13F EVERGY COM 30034W106 25,971 -362 -1.37 1,883 -5.95 0.0456
2025-11-13 2025-09-30 13F EVERGY COM 30034W106 26,333 849 3.33 2,002 13.95 0.0489
2025-08-12 2025-06-30 13F EVERGY COM 30034W106 25,484 12,772 100.47 1,757 100.46 0.0460
2025-05-14 2025-03-31 13F EVERGY COM 30034W106 12,712 -136 -1.06 876 10.89 0.0262
2025-02-13 2024-12-31 13F EVERGY COM 30034W106 12,848 923 7.74 791 6.90 0.0242
2024-11-13 2024-09-30 13F EVERGY COM 30034W106 11,925 1,304 12.28 740 0.0251
2024-08-14 2024-06-30 13F EVERGY COM 30034W106 10,621 268 2.59 1 0.0285
2024-05-14 2024-03-31 13F EVERGY COM 30034W106 10,353 1,583 18.05 1 0.0220
2024-02-09 2023-12-31 13F EVERGY COM 30034W106 8,770 443 5.32 0 0.0293
2023-10-17 2023-09-30 13F EVERGY COM 30034W106 8,327 -3,142 -27.40 0 0.0304
2023-08-16 2023-06-30 13F/A-1 EVERGY COM 30034W106 11,469 4,069 54.99 1 0.0312
2023-08-14 2023-06-30 13F EVERGY COM 30034W106 8,976 1,576 1 0.0297
2023-05-15 2023-03-31 13F EVERGY COM 30034W106 7,400 211 2.94 0 -100.00 0.0223
2023-02-15 2022-12-31 13F EVERGY COM 30034W106 7,189 8 0.11 452 6.10 0.0249
2022-11-15 2022-09-30 13F EVERGY COM 30034W106 7,181 256 3.70 426 -5.54 0.0256
2022-08-12 2022-06-30 13F EVERGY COM 30034W106 6,925 -778 -10.10 451 -14.42 0.0244
2022-05-13 2022-03-31 13F EVERGY COM 30034W106 7,703 1,397 22.15 527 21.71 0.0273
2022-02-15 2021-12-31 13F EVERGY COM 30034W106 6,306 -13 -0.21 433 10.18 0.0214
2021-11-16 2021-09-30 13F EVERGY COM 30034W106 6,319 30 0.48 393 3.42 0.0231
2021-08-13 2021-06-30 13F EVERGY COM 30034W106 6,289 1,149 22.35 380 24.18 0.0235
2021-05-17 2021-03-31 13F EVERGY COM 30034W106 5,140 1,005 24.30 306 33.04 0.0232
2021-02-12 2020-12-31 13F EVERGY COM 30034W106 4,135 0 0.00 230 9.52 0.0190
2020-11-13 2020-09-30 13F EVERGY COM 30034W106 4,135 -58 -1.38 210 -15.32 0.0292
2020-08-13 2020-06-30 13F EVERGY COM 30034W106 4,193 0 0.00 248 7.36 0.0385
2020-05-14 2020-03-31 13F EVERGY COM 30034W106 4,193 0 0.00 231 -15.38 0.0441
2020-02-13 2019-12-31 13F EVERGY COM 30034W106 4,193 0 0.00 273 -2.50 0.0461
2019-11-12 2019-09-30 13F EVERGY COM 30034W106 4,193 0 0.00 280 11.11 0.0540
2019-08-15 2019-06-30 13F EVERGY COM 30034W106 4,193 -320 -7.09 252 -3.82 0.0529
2019-05-15 2019-03-31 13F EVERGY COM 30034W106 4,513 754 20.06 262 23.00 0.0684
2019-02-14 2018-12-31 13F EVERGY COM 30034W106 3,759 3,759 213 0.0717
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.