Evergy, Inc.
US ˙ NasdaqGS ˙ US30034W1062

SecurityEVRG / Evergy, Inc.
InstitutionD.a. Davidson & Co.
Latest Disclosed Ownership4,599 shares
Latest Disclosed Value $ 376,766
D.a. Davidson & Co. reports 14.46% increase in ownership of EVRG / Evergy, Inc.

On May 5, 2026 - D.a. Davidson & Co. filed a 13F-HR form disclosing ownership of 4,599 shares of Evergy, Inc. (US:EVRG) valued at $376,750 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 29, 2026 disclosing 4,018 shares of Evergy, Inc.. This represents a change in shares of 14.46% during the quarter. The current value of the position is $372,841 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)
2026-05-05 2026-03-31 13F EVERGY COM 30034W106 4,599 581 14.46 377 29.21 0.0023
2026-01-29 2025-12-31 13F EVERGY COM 30034W106 4,018 14 0.35 291 -4.28 0.0018
2025-10-22 2025-09-30 13F EVERGY COM 30034W106 4,004 269 7.20 304 18.29 0.0019
2025-07-30 2025-06-30 13F EVERGY COM 30034W106 3,735 -67 -1.76 258 -1.91 0.0018
2025-04-28 2025-03-31 13F EVERGY COM 30034W106 3,802 4 0.11 262 12.45 0.0021
2025-01-31 2024-12-31 13F EVERGY COM 30034W106 3,798 3 0.08 234 -0.85 0.0019
2024-11-13 2024-09-30 13F EVERGY COM 30034W106 3,795 -231 -5.74 235 10.33 0.0019
2024-08-01 2024-06-30 13F EVERGY COM 30034W106 4,026 -126 -3.03 213 -3.62 0.0019
2024-05-13 2024-03-31 13F EVERGY COM 30034W106 4,152 -67 -1.59 222 0.45 0.0020
2024-02-09 2023-12-31 13F EVERGY COM 30034W106 4,219 128 3.13 220 6.28 0.0022
2023-11-08 2023-09-30 13F EVERGY COM 30034W106 4,091 3 0.07 207 -13.03 0.0023
2023-08-11 2023-06-30 13F EVERGY COM 30034W106 4,088 3 0.07 239 -4.42 0.0025
2023-04-25 2023-03-31 13F EVERGY COM 30034W106 4,085 39 0.96 250 -1.97 0.0028
2023-02-03 2022-12-31 13F EVERGY COM 30034W106 4,046 -71 -1.72 255 3.67 0.0030
2022-11-07 2022-09-30 13F EVERGY COM 30034W106 4,117 62 1.53 245 -7.55 0.0032
2022-07-28 2022-06-30 13F EVERGY COM 30034W106 4,055 15 0.37 265 -3.99 0.0033
2022-05-12 2022-03-31 13F EVERGY COM 30034W106 4,040 71 1.79 276 1.47 0.0030
2022-01-31 2021-12-31 13F EVERGY COM 30034W106 3,969 132 3.44 272 13.81 0.0029
2021-11-15 2021-09-30 13F EVERGY COM 30034W106 3,837 -2,010 -34.38 239 -32.29 0.0028
2021-08-10 2021-06-30 13F EVERGY COM 30034W106 5,847 -343 -5.54 353 -4.34 0.0041
2021-05-07 2021-03-31 13F EVERGY COM 30034W106 6,190 1,516 32.43 369 42.47 0.0047
2021-02-10 2020-12-31 13F EVERGY COM 30034W106 4,674 -598 -11.34 259 -3.36 0.0040
2020-11-02 2020-09-30 13F EVERGY COM 30034W106 5,272 393 8.05 268 -7.27 0.0047
2020-08-10 2020-06-30 13F EVERGY COM 30034W106 4,879 -1,978 -28.85 289 -23.34 0.0054
2020-05-05 2020-03-31 13F EVERGY COM 30034W106 6,857 -727 -9.59 377 -23.68 0.0074
2020-02-14 2019-12-31 13F EVERGY COM 30034W106 7,584 1,145 17.78 494 15.15 0.0080
2019-11-05 2019-09-30 13F EVERGY COM 30034W106 6,439 160 2.55 429 13.49 0.0077
2019-08-13 2019-06-30 13F EVERGY COM 30034W106 6,279 1,574 33.45 378 38.97 0.0070
2019-05-13 2019-03-31 13F EVERGY COM 30034W106 4,705 3 0.06 272 1.87 0.0047
2019-01-29 2018-12-31 13F EVERGY COM 30034W106 4,702 102 2.22 267 5.53 0.0052
2018-11-13 2018-09-30 13F EVERGY COM 30034W106 4,600 -87 -1.86 253 -3.80 0.0045
2018-08-02 2018-06-30 13F EVERGY COM 30034W106 4,687 4,687 263 0.0052
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.