Evergy, Inc.
US ˙ NasdaqGS ˙ US30034W1062

SecurityEVRG / Evergy, Inc.
InstitutionNatixis Advisors, L.p.
Latest Disclosed Ownership493,977 shares
Latest Disclosed Value $ 40,467
Natixis Advisors, L.p. reports 50.83% increase in ownership of EVRG / Evergy, Inc.

On May 13, 2026 - Natixis Advisors, L.p. filed a 13F-HR form disclosing ownership of 493,977 shares of Evergy, Inc. (US:EVRG) valued at $40,466,596 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 10, 2026 disclosing 327,499 shares of Evergy, Inc.. This represents a change in shares of 50.83% during the quarter. The current value of the position is $40,046,715 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 493,977 166,478 50.83 40 73.91 0.0563
2026-02-10 2025-12-31 13F EVERGY COM 30034W106 327,499 7,989 2.50 24 -4.17 0.0336
2025-11-13 2025-09-30 13F EVERGY INC COM 30034W106 319,510 147,864 86.14 24 118.18 0.0354
2025-08-13 2025-06-30 13F EVERGY COM 30034W106 171,646 23,543 15.90 12 10.00 0.0188
2025-05-08 2025-03-31 13F EVERGY COM 30034W106 148,103 59,274 66.73 10 100.00 0.0189
2025-02-10 2024-12-31 13F EVERGY COM 30034W106 88,829 2,974 3.46 5 0.00 0.0102
2024-11-06 2024-09-30 13F EVERGY COM 30034W106 85,855 939 1.11 5 25.00 0.0104
2024-08-01 2024-06-30 13F EVERGY COM 30034W106 84,916 268 0.32 4 0.00 0.0098
2024-04-25 2024-03-31 13F EVERGY COM 30034W106 84,648 -5,386 -5.98 5 0.00 0.0104
2024-02-06 2023-12-31 13F EVERGY COM 30034W106 90,034 17,788 24.62 5 33.33 0.0124
2023-11-13 2023-09-30 13F EVERGY COM 30034W106 72,246 -105,593 -59.38 4 -70.00 0.0112
2023-08-15 2023-06-30 13F EVERGY COM 30034W106 177,839 15,706 9.69 10 11.11 0.0321
2023-05-11 2023-03-31 13F EVERGY COM 30034W106 162,133 4,627 2.94 10 0.00 0.0341
2023-01-27 2022-12-31 13F EVERGY COM 30034W106 157,506 -34,176 -17.83 10 -99.92 0.0375
2022-11-14 2022-09-30 13F EVERGY COM 30034W106 191,682 4,989 2.67 11,386 -6.53 0.0482
2022-08-12 2022-06-30 13F EVERGY COM 30034W106 186,693 3,330 1.82 12,181 -2.79 0.0536
2022-05-12 2022-03-31 13F EVERGY COM 30034W106 183,363 23,389 14.62 12,531 14.17 0.0478
2022-02-08 2021-12-31 13F EVERGY COM 30034W106 159,974 18,816 13.33 10,976 25.01 0.0419
2021-11-15 2021-09-30 13F EVERGY COM 30034W106 141,158 25,750 22.31 8,780 25.90 0.0361
2021-08-12 2021-06-30 13F EVERGY COM 30034W106 115,408 2,481 2.20 6,974 3.76 0.0326
2021-05-05 2021-03-31 13F EVERGY COM 30034W106 112,927 18,041 19.01 6,721 27.58 0.0351
2021-02-12 2020-12-31 13F EVERGY COM 30034W106 94,886 3,645 3.99 5,268 13.61 0.0303
2020-11-12 2020-09-30 13F EVERGY COM 30034W106 91,241 -8,405 -8.43 4,637 -21.51 0.0292
2020-08-11 2020-06-30 13F EVERGY COM 30034W106 99,646 -10,422 -9.47 5,908 -2.49 0.0392
2020-04-27 2020-03-31 13F EVERGY COM 30034W106 110,068 7,338 7.14 6,059 -9.39 0.0494
2020-02-10 2019-12-31 13F EVERGY COM 30034W106 102,730 -1,444 -1.39 6,687 -3.56 0.0472
2019-11-12 2019-09-30 13F EVERGY COM 30034W106 104,174 424 0.41 6,934 11.10 0.0550
2019-08-12 2019-06-30 13F EVERGY COM 30034W106 103,750 6,369 6.54 6,241 10.40 0.0510
2019-05-15 2019-03-31 13F/A-1 EVERGY COM 30034W106 97,381 64,376 195.05 5,653 201.82 0.0495
2019-05-15 2019-03-31 13F EVERGY COM 30034W106 97,381 64,376 5,653
2019-02-13 2018-12-31 13F/A-1 EVERGY COM 30034W106 33,005 6,259 23.40 1,873 27.50 0.0185
2019-02-13 2018-12-31 13F EVERGY COM 30034W106 33,005 6,259 1,873
2018-11-13 2018-09-30 13F EVERGY COM 30034W106 26,746 861 3.33 1,469 1.10 0.0129
2018-08-14 2018-06-30 13F/A-1 EVERGY COM 30034W106 25,885 25,885 1,453 0.0139
2018-08-14 2018-06-30 13F EVERGY COM 30034W106 25,885 1,453 0.0139
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.