Evergy, Inc.
US ˙ NasdaqGS ˙ US30034W1062

SecurityEVRG / Evergy, Inc.
InstitutionCwm, Llc
Latest Disclosed Ownership280,007 shares
Latest Disclosed Value $ 22,938,156
Cwm, Llc reports 2.71% decrease in ownership of EVRG / Evergy, Inc.

On May 14, 2026 - Cwm, Llc filed a 13F-HR form disclosing ownership of 280,007 shares of Evergy, Inc. (US:EVRG) valued at $22,938,173 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 26, 2026 disclosing 287,819 shares of Evergy, Inc.. This represents a change in shares of -2.71% during the quarter. The current value of the position is $22,700,167 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 280,007 -7,812 -2.71 22,938 114,590.00 0.0603
2026-01-26 2025-12-31 13F EVERGY COM 30034W106 287,819 -6,077 -2.07 21 -9.09 0.0565
2025-10-15 2025-09-30 13F EVERGY COM 30034W106 293,896 555 0.19 22 10.00 0.0672
2025-07-25 2025-06-30 13F EVERGY COM 30034W106 293,341 -4,847 -1.63 20 0.00 0.0713
2025-05-01 2025-03-31 13F EVERGY COM 30034W106 298,188 -8,722 -2.84 21 11.11 0.0820
2025-02-04 2024-12-31 13F EVERGY COM 30034W106 306,910 -4,561 -1.46 19 -5.26 0.0784
2024-10-08 2024-09-30 13F EVERGY COM 30034W106 311,471 -3,984 -1.26 19 18.75 0.0831
2024-07-10 2024-06-30 13F EVERGY COM 30034W106 315,455 1,426 0.45 17 0.00 0.0788
2024-04-05 2024-03-31 13F EVERGY COM 30034W106 314,029 3,999 1.29 17 0.00 0.0815
2024-02-01 2023-12-31 13F EVERGY COM 30034W106 310,030 -27,019 -8.02 16 -5.88 0.0870
2023-10-11 2023-09-30 13F EVERGY COM 30034W106 337,049 -26,538 -7.30 17 -19.05 0.1047
2023-08-03 2023-06-30 13F EVERGY COM 30034W106 363,587 -29,300 -7.46 21 -12.50 0.1313
2023-05-01 2023-03-31 13F EVERGY COM 30034W106 392,887 2,931 0.75 24 0.00 0.1623
2023-02-01 2022-12-31 13F EVERGY COM 30034W106 389,956 25,479 6.99 25 -99.89 0.1808
2022-10-27 2022-09-30 13F EVERGY COM 30034W106 364,477 9,809 2.77 21,650 -6.45 0.1720
2022-07-28 2022-06-30 13F EVERGY COM 30034W106 354,668 10,535 3.06 23,142 -1.60 0.1793
2022-04-21 2022-03-31 13F EVERGY COM 30034W106 344,133 2,081 0.61 23,518 0.21 0.1668
2022-01-31 2021-12-31 13F EVERGY COM 30034W106 342,052 7,521 2.25 23,468 16.09 0.1652
2021-09-15 2021-06-30 13F/A-1 EVERGY COM 30034W106 334,531 0 0.00 20,216 0.00 0.1611
2021-07-29 2021-06-30 13F EVERGY COM 30034W106 334,531 0 20,216 0.1611
2021-09-15 2021-03-31 13F/A-1 EVERGY COM 30034W106 334,531 0 0.00 20,216 0.00 0.1611
2021-04-27 2021-03-31 13F EVERGY COM 30034W106 324,996 -9,535 19,347 0.1702
2021-09-15 2020-12-31 13F/A-1 EVERGY COM 30034W106 334,531 0 0.00 20,216 0.00 0.1611
2021-01-27 2020-12-31 13F EVERGY COM 30034W106 342,047 7,516 18,987 0.1779
2021-09-15 2020-09-30 13F/A-1 EVERGY COM 30034W106 334,531 0 0.00 20,216 0.00 0.1611
2020-10-19 2020-09-30 13F EVERGY COM 30034W106 326,714 -7,817 16,604 0.1846
2021-09-15 2020-06-30 13F/A-1 EVERGY COM 30034W106 334,531 0 0.00 20,216 0.00 0.1611
2020-07-22 2020-06-30 13F EVERGY COM 30034W106 327,659 -6,872 19,427 0.2304
2021-09-15 2020-03-31 13F/A-1 EVERGY COM 30034W106 334,531 0 0.00 20,216 0.00 0.1611
2020-04-28 2020-03-31 13F EVERGY COM 30034W106 307,098 -27,433 16,906 0.2517
2021-09-14 2019-12-31 13F/A-1 EVERGY COM 30034W106 334,531 0 0.00 20,216 0.00 0.1611
2020-01-27 2019-12-31 13F EVERGY COM 30034W106 269,893 -64,638 17,567 0.2244
2021-09-14 2019-09-30 13F/A-1 EVERGY COM 30034W106 334,531 0 0.00 20,216 0.00 0.1611
2019-10-22 2019-09-30 13F EVERGY COM 30034W106 222,918 -111,613 14,837 0.2160
2021-09-14 2019-06-30 13F/A-1 EVERGY COM 30034W106 334,531 0 0.00 20,216 0.00 0.1611
2019-07-31 2019-06-30 13F EVERGY COM 30034W106 425 -334,106 26 0.0004
2021-09-02 2019-03-31 13F/A-1 EVERGY COM 30034W106 334,531 334,512 1,760,589.47 20,216 2,021,500.00 0.1611
2019-04-22 2019-03-31 13F EVERGY COM 30034W106 100 81 6 0.0001
2019-01-25 2018-12-31 13F EVERGY COM 30034W106 19 19 1 0.0000
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.