Evergy, Inc.
US ˙ NasdaqGS ˙ US30034W1062

SecurityEVRG / Evergy, Inc.
InstitutionCreative Planning
Latest Disclosed Ownership375,646 shares
Latest Disclosed Value $ 30,772,884
Creative Planning reports 63.99% increase in ownership of EVRG / Evergy, Inc.

On May 12, 2026 - Creative Planning filed a 13F-HR form disclosing ownership of 375,646 shares of Evergy, Inc. (US:EVRG) valued at $30,772,920 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 229,060 shares of Evergy, Inc.. This represents a change in shares of 63.99% during the quarter. The current value of the position is $30,453,621 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)
2026-05-12 2026-03-31 13F EVERGY COM 30034W106 375,646 146,586 63.99 30,773 85.33 0.0205
2026-02-17 2025-12-31 13F EVERGY COM 30034W106 229,060 34,860 17.95 16,605 12.47 0.0119
2025-11-14 2025-09-30 13F EVERGY COM 30034W106 194,200 49,994 34.67 14,763 48.52 0.0113
2025-08-08 2025-06-30 13F EVERGY COM 30034W106 144,206 -2,325 -1.59 9,940 -1.61 0.0085
2025-05-15 2025-03-31 13F EVERGY COM 30034W106 146,531 10,557 7.76 10,103 20.72 0.0095
2025-02-14 2024-12-31 13F EVERGY COM 30034W106 135,974 12,380 10.02 8,369 9.20 0.0081
2024-10-11 2024-09-30 13F EVERGY COM 30034W106 123,594 812 0.66 7,664 17.85 0.0076
2024-08-15 2024-06-30 13F EVERGY COM 30034W106 122,782 16,307 15.32 6,504 14.43 0.0069
2024-05-13 2024-03-31 13F EVERGY COM 30034W106 106,475 7,685 7.78 5,684 10.22 0.0063
2024-02-14 2023-12-31 13F EVERGY COM 30034W106 98,790 -9,026 -8.37 5,157 -5.67 0.0096
2023-11-16 2023-09-30 13F EVERGY COM 30034W106 107,816 21,690 25.18 5,466 8.65 0.0073
2023-07-21 2023-06-30 13F EVERGY COM 30034W106 86,126 388 0.45 5,031 -3.99 0.0067
2023-05-15 2023-03-31 13F EVERGY COM 30034W106 85,738 -2,702 -3.06 5,240 -5.84 0.0075
2023-02-10 2022-12-31 13F EVERGY COM 30034W106 88,440 19,618 28.51 5,566 36.13 0.0084
2022-11-03 2022-09-30 13F EVERGY COM 30034W106 68,822 -5,818 -7.79 4,088 -16.07 0.0071
2022-08-15 2022-06-30 13F EVERGY COM 30034W106 74,640 6,685 9.84 4,871 4.89 0.0080
2022-05-16 2022-03-31 13F EVERGY COM 30034W106 67,955 28,508 72.27 4,644 71.62 0.0072
2022-02-11 2021-12-31 13F EVERGY COM 30034W106 39,447 -2,107 -5.07 2,706 4.68 0.0043
2021-11-10 2021-09-30 13F EVERGY COM 30034W106 41,554 -1,049 -2.46 2,585 0.39 0.0046
2021-08-04 2021-06-30 13F EVERGY COM 30034W106 42,603 -527 -1.22 2,575 0.27 0.0046
2021-04-30 2021-03-31 13F CreativePlanning COM 30034W106 43,130 3,060 7.64 2,568 15.47 0.0052
2021-01-29 2020-12-31 13F EVERGY COM 30034W106 40,070 -2,578 -6.04 2,224 2.63 0.0049
2020-11-05 2020-09-30 13F EVERGY COM 30034W106 42,648 4,228 11.00 2,167 -4.87 0.0057
2020-07-23 2020-06-30 13F EVERGY COM 30034W106 38,420 324 0.85 2,278 8.63 0.0066
2020-05-05 2020-03-31 13F EVERGY COM 30034W106 38,096 -3,051 -7.41 2,097 -21.70 0.0074
2020-01-30 2019-12-31 13F EVERGY COM 30034W106 41,147 -3,835 -8.53 2,678 -10.55 0.0080
2019-11-01 2019-09-30 13F EVERGY COM 30034W106 44,982 -2,257 -4.78 2,994 5.39 0.0097
2019-07-26 2019-06-30 13F EVERGY COM 30034W106 47,239 3,951 9.13 2,841 13.05 0.0096
2019-04-24 2019-03-31 13F EVERGY COM 30034W106 43,288 -324 -0.74 2,513 1.49 0.0091
2019-02-12 2018-12-31 13F/A-1 EVERGY COM 30034W106 43,612 2,811 6.89 2,476 10.49 0.0102
2019-02-01 2018-12-31 13F EVERGY COM 30034W106 43,612 2,811 2,476
2018-10-25 2018-09-30 13F EVERGY COM 30034W106 40,801 2,683 7.04 2,241 4.72 0.0083
2018-07-20 2018-06-30 13F EVERGY COM 30034W106 38,118 38,118 2,140 0.0084
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.