Evergy, Inc.
US ˙ NasdaqGS ˙ US30034W1062

SecurityEVRG / Evergy, Inc.
InstitutionSmith, Moore & Co.
Latest Disclosed Ownership8,855 shares
Latest Disclosed Value $ 725,396
Smith, Moore & Co. reports 9.08% decrease in ownership of EVRG / Evergy, Inc.

On May 5, 2026 - Smith, Moore & Co. filed a 13F-HR form disclosing ownership of 8,855 shares of Evergy, Inc. (US:EVRG) valued at $725,402 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 23, 2026 disclosing 9,739 shares of Evergy, Inc.. This represents a change in shares of -9.08% during the quarter. The current value of the position is $717,875 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 INC COM Stock 30034W106 8,855 -884 -9.08 725 2.84 0.0528
2026-01-23 2025-12-31 13F EVERGY COM 30034W106 9,739 940 10.68 706 5.54 0.0534
2025-11-12 2025-09-30 13F EVERGY OM 30034W106 8,799 -1,644 -15.74 669 -7.09 0.0512
2025-08-13 2025-06-30 13F EVERGY COM 30034W106 10,443 309 3.05 720 3.01 0.0604
2025-05-15 2025-03-31 13F EVERGY COM 30034W106 10,134 582 6.09 699 18.91 0.0647
2025-02-13 2024-12-31 13F EVERGY COM 30034W106 9,552 -151 -1.56 588 -2.33 0.0537
2024-11-12 2024-09-30 13F EVERGY COM 30034W106 9,703 211 2.22 602 19.72 0.0575
2024-08-14 2024-06-30 13F EVERGY COM 30034W106 9,492 449 4.97 503 4.15 0.0519
2024-05-13 2024-03-31 13F EVERGY COM 30034W106 9,043 10 0.11 483 2.34 0.0514
2024-02-13 2023-12-31 13F EVERGY COM 30034W106 9,033 259 2.95 472 6.08 0.0556
2023-11-15 2023-09-30 13F/A-1 EVERGY COM 30034W106 8,774 193 2.25 445 -11.38 0.0588
2023-11-14 2023-09-30 13F EVERGY COM 30034W106 8,581 0 501 0.0639
2023-08-11 2023-06-30 13F EVERGY COM 30034W106 8,581 -30 -0.35 501 -4.75 0.0639
2023-05-12 2023-03-31 13F EVERGY COM 30034W106 8,611 428 5.23 526 2.33 0.0715
2023-02-13 2022-12-31 13F EVERGY COM 30034W106 8,183 -687 -7.75 515 -2.47 0.0715
2022-11-14 2022-09-30 13F EVERGY COM 30034W106 8,870 1,819 25.80 527 14.57 0.0800
2022-08-12 2022-06-30 13F EVERGY COM 30034W106 7,051 -171 -2.37 460 -6.88 0.0709
2022-05-12 2022-03-31 13F EVERGY COM 30034W106 7,222 519 7.74 494 7.39 0.0674
2022-02-08 2021-12-31 13F EVERGY COM 30034W106 6,703 109 1.65 460 12.20 0.0639
2021-11-12 2021-09-30 13F EVERGY COM 30034W106 6,594 230 3.61 410 6.49 0.0626
2021-08-10 2021-06-30 13F EVERGY COM 30034W106 6,364 1,632 34.49 385 36.52 0.0580
2021-05-14 2021-03-31 13F EVERGY COM 30034W106 4,732 -200 -4.06 282 2.92 0.0456
2021-02-16 2020-12-31 13F EVERGY COM 30034W106 4,932 1 0.02 274 9.16 0.0511
2020-11-12 2020-09-30 13F EVERGY COM 30034W106 4,931 -75 -1.50 251 -15.49 0.0521
2020-08-10 2020-06-30 13F EVERGY COM 30034W106 5,006 -61 -1.20 297 6.45 0.0656
2020-05-15 2020-03-31 13F EVERGY COM 30034W106 5,067 45 0.90 279 -14.68 0.0736
2020-02-07 2019-12-31 13F EVERGY COM 30034W106 5,022 68 1.37 327 -0.91 0.0679
2019-11-07 2019-09-30 13F EVERGY COM 30034W106 4,954 -122 -2.40 330 8.20 0.0730
2019-08-15 2019-06-30 13F EVERGY COM 30034W106 5,076 87 1.74 305 5.17 0.0686
2019-05-07 2019-03-31 13F EVERGY COM 30034W106 4,989 4,989 290 0.0690
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.