Evergy, Inc.
US ˙ NasdaqGS ˙ US30034W1062

SecurityEVRG / Evergy, Inc.
InstitutionFranklin Resources Inc
Latest Disclosed Ownership6,222,045 shares
Latest Disclosed Value $ 509,709,927
Franklin Resources Inc reports 2.14% increase in ownership of EVRG / Evergy, Inc.

On May 13, 2026 - Franklin Resources Inc filed a 13F-HR form disclosing ownership of 6,222,045 shares of Evergy, Inc. (US:EVRG) valued at $509,709,926 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 11, 2026 disclosing 6,091,518 shares of Evergy, Inc.. This represents a change in shares of 2.14% during the quarter. The current value of the position is $504,421,188 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)
2026-05-13 2026-03-31 13F EVERGY COM 30034W106 6,222,045 130,527 2.14 509,710 15.43 0.1248
2026-02-11 2025-12-31 13F EVERGY COM 30034W106 6,091,518 33,457 0.55 441,574 -4.12 0.1083
2025-11-13 2025-09-30 13F EVERGY COM 30034W106 6,058,061 251,027 4.32 460,534 15.05 0.1148
2025-08-12 2025-06-30 13F EVERGY COM 30034W106 5,807,034 118,124 2.08 400,279 2.05 0.1061
2025-05-13 2025-03-31 13F EVERGY COM 30034W106 5,688,910 27,980 0.49 392,250 12.58 0.1129
2025-02-12 2024-12-31 13F EVERGY COM 30034W106 5,660,930 128,211 2.32 348,430 5.44 0.0967
2024-11-27 2024-09-30 13F/A-1 EVERGY COM 30034W106 5,532,719 288,619 5.50 330,469 18.97 0.0928
2024-11-12 2024-09-30 13F EVERGY COM 30034W106 5,532,719 288,619 330,469 0.0159
2024-08-14 2024-06-30 13F EVERGY COM 30034W106 5,244,100 141,733 2.78 277,780 1.99 0.0854
2024-05-13 2024-03-31 13F EVERGY COM 30034W106 5,102,367 42,963 0.85 272,364 3.13 0.0862
2024-02-09 2023-12-31 13F EVERGY COM 30034W106 5,059,404 -66,969 -1.31 264,101 1.61 0.1235
2023-11-13 2023-09-30 13F EVERGY COM 30034W106 5,126,373 35,566 0.70 259,907 -12.61 0.1321
2023-08-11 2023-06-30 13F EVERGY COM 30034W106 5,090,807 -90,534 -1.75 297,405 -6.09 0.1414
2023-05-12 2023-03-31 13F EVERGY COM 30034W106 5,181,341 146,937 2.92 316,684 -0.04 0.1589
2023-02-10 2022-12-31 13F EVERGY COM 30034W106 5,034,404 541,432 12.05 316,815 18.71 0.1647
2022-11-14 2022-09-30 13F EVERGY COM 30034W106 4,492,972 124,914 2.86 266,883 -6.36 0.1454
2022-08-11 2022-06-30 13F EVERGY COM 30034W106 4,368,058 259,680 6.32 285,015 1.51 0.1413
2022-05-13 2022-03-31 13F EVERGY COM 30034W106 4,108,378 -1,542,522 -27.30 280,767 -27.58 0.1122
2022-02-11 2021-12-31 13F EVERGY COM 30034W106 5,650,900 -151,509 -2.61 387,708 7.43 0.1398
2021-11-12 2021-09-30 13F EVERGY COM 30034W106 5,802,409 27,095 0.47 360,910 3.41 0.1359
2021-08-13 2021-06-30 13F EVERGY COM 30034W106 5,775,314 -40,740 -0.70 349,002 0.80 0.1333
2021-05-13 2021-03-31 13F EVERGY COM 30034W106 5,816,054 2,454,681 73.03 346,229 85.56 0.1409
2021-02-10 2020-12-31 13F EVERGY COM 30034W106 3,361,373 508,614 17.83 186,589 28.70 0.0790
2020-11-12 2020-09-30 13F EVERGY COM 30034W106 2,852,759 293,049 11.45 144,977 -11.64 0.0702
2020-08-13 2020-06-30 13F EVERGY COM 30034W106 2,559,710 -104,100 -3.91 164,078 11.89 0.0845
2020-05-13 2020-03-31 13F EVERGY COM 30034W106 2,663,810 -494,523 -15.66 146,642 -28.67 0.0979
2020-03-11 2019-12-31 13F/A-1 EVERGY COM 30034W106 3,158,333 -1,085,958 -25.59 205,575 -27.23 0.1080
2020-02-12 2019-12-31 13F EVERGY COM 30034W106 3,158,333 -1,085,958 205,575 25,966.9370
2019-11-14 2019-09-30 13F EVERGY COM 30034W106 4,244,291 14,768 0.35 282,500 11.04 0.1534
2019-08-14 2019-06-30 13F EVERGY COM 30034W106 4,229,523 -106,061 -2.45 254,406 1.08 0.1353
2019-05-15 2019-03-31 13F/A-1 EVERGY COM 30034W106 4,335,584 18,961 0.44 251,680 2.70 0.1348
2019-05-14 2019-03-31 13F EVERGY COM 30034W106 4,335,584 18,961 251,680
2019-02-12 2018-12-31 13F EVERGY COM 30034W106 4,316,623 -471,142 -9.84 245,055 -6.80 0.1479
2018-11-13 2018-09-30 13F EVERGY COM 30034W106 4,787,765 -99,130 -2.03 262,945 -4.17 0.1309
2018-08-14 2018-06-30 13F EVERGY COM 30034W106 4,886,895 4,886,895 274,399 0.1408
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.