Evergy, Inc.
US ˙ NasdaqGS ˙ US30034W1062

SecurityEVRG / Evergy, Inc.
InstitutionNorthern Trust Corp
Latest Disclosed Ownership2,670,303 shares
Latest Disclosed Value $ 218,751,222
Northern Trust Corp reports 1.86% increase in ownership of EVRG / Evergy, Inc.

On May 14, 2026 - Northern Trust Corp filed a 13F-HR form disclosing ownership of 2,670,303 shares of Evergy, Inc. (US:EVRG) valued at $218,751,222 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 2,621,543 shares of Evergy, Inc.. This represents a change in shares of 1.86% during the quarter. The current value of the position is $218,671,113 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 2,670,303 48,760 1.86 218,751 15.11 0.0059
2026-02-17 2025-12-31 13F EVERGY COM 30034W106 2,621,543 -138,951 -5.03 190,036 -9.44 0.0050
2025-11-14 2025-09-30 13F EVERGY COM 30034W106 2,760,494 263,619 10.56 209,853 21.93 0.0268
2025-08-13 2025-06-30 13F EVERGY COM 30034W106 2,496,875 -240,605 -8.79 172,110 -8.82 0.0237
2025-05-13 2025-03-31 13F EVERGY COM 30034W106 2,737,480 392,361 16.73 188,749 30.77 0.0280
2025-02-14 2024-12-31 13F EVERGY COM 30034W106 2,345,119 125,898 5.67 144,342 4.89 0.0204
2024-11-13 2024-09-30 13F EVERGY COM 30034W106 2,219,221 -34,223 -1.52 137,614 15.29 0.0225
2024-08-14 2024-06-30 13F EVERGY COM 30034W106 2,253,444 -554,779 -19.76 119,365 -20.37 0.0201
2024-05-14 2024-03-31 13F EVERGY COM 30034W106 2,808,223 -87,482 -3.02 149,903 -0.83 0.0259
2024-02-13 2023-12-31 13F EVERGY COM 30034W106 2,895,705 -62,431 -2.11 151,156 0.79 0.0274
2023-11-13 2023-09-30 13F EVERGY COM 30034W106 2,958,136 40,916 1.40 149,977 -12.00 0.0290
2023-08-11 2023-06-30 13F EVERGY COM 30034W106 2,917,220 -53,352 -1.80 170,424 -6.13 0.0327
2023-05-15 2023-03-31 13F EVERGY COM 30034W106 2,970,572 65,665 2.26 181,561 -0.68 0.0360
2023-02-13 2022-12-31 13F EVERGY COM 30034W106 2,904,907 458,782 18.76 182,806 25.81 0.0384
2022-11-14 2022-09-30 13F EVERGY COM 30034W106 2,446,125 10,359 0.43 145,301 -8.58 0.0332
2022-08-12 2022-06-30 13F EVERGY COM 30034W106 2,435,766 45,536 1.91 158,933 -2.70 0.0340
2022-05-13 2022-03-31 13F EVERGY COM 30034W106 2,390,230 217,309 10.00 163,348 9.57 0.0287
2022-02-08 2021-12-31 13F EVERGY COM 30034W106 2,172,921 -33,511 -1.52 149,084 8.63 0.0244
2021-11-15 2021-09-30 13F EVERGY COM 30034W106 2,206,432 -17,514 -0.79 137,240 2.12 0.0243
2021-08-13 2021-06-30 13F EVERGY COM 30034W106 2,223,946 3,491 0.16 134,393 1.67 0.0237
2021-05-12 2021-03-31 13F EVERGY COM 30034W106 2,220,455 -81,077 -3.52 132,183 3.46 0.0246
2021-02-11 2020-12-31 13F EVERGY COM 30034W106 2,301,532 -126,184 -5.20 127,758 3.55 0.0249
2020-11-16 2020-09-30 13F EVERGY COM 30034W106 2,427,716 -411,486 -14.49 123,377 -26.71 0.0271
2020-08-14 2020-06-30 13F EVERGY COM 30034W106 2,839,202 -128,999 -4.35 168,335 3.02 0.0399
2020-05-14 2020-03-31 13F EVERGY COM 30034W106 2,968,201 -120,540 -3.90 163,399 -18.73 0.0469
2020-02-14 2019-12-31 13F EVERGY COM 30034W106 3,088,741 78,899 2.62 201,046 0.35 0.0450
2019-11-13 2019-09-30 13F EVERGY COM 30034W106 3,009,842 -43,384 -1.42 200,335 9.08 0.0480
2019-08-13 2019-06-30 13F EVERGY COM 30034W106 3,053,226 -38,022 -1.23 183,652 2.34 0.0436
2019-05-13 2019-03-31 13F EVERGY COM 30034W106 3,091,248 -109,433 -3.42 179,446 -1.24 0.0443
2019-02-12 2018-12-31 13F EVERGY COM 30034W106 3,200,681 143,853 4.71 181,703 8.23 0.0510
2018-11-14 2018-09-30 13F EVERGY COM 30034W106 3,056,828 83,162 2.80 167,881 0.55 0.0411
2018-09-18 2018-06-30 13F/A-1 EVERGY COM 30034W106 2,973,666 2,973,666 166,971 0.0424
2018-08-14 2018-06-30 13F EVERGY COM 30034W106 2,933,589 164,720 0.0416
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.