Evergy, Inc.
US ˙ NasdaqGS ˙ US30034W1062

SecurityEVRG / Evergy, Inc.
InstitutionStifel Financial Corp
Latest Disclosed Ownership332,776 shares
Latest Disclosed Value $ 27,260,989
Stifel Financial Corp reports 3.21% increase in ownership of EVRG / Evergy, Inc.

On May 12, 2026 - Stifel Financial Corp filed a 13F-HR form disclosing ownership of 332,776 shares of Evergy, Inc. (US:EVRG) valued at $27,261,010 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 322,420 shares of Evergy, Inc.. This represents a change in shares of 3.21% during the quarter. The current value of the position is $27,251,027 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)
2026-05-12 2026-03-31 13F EVERGY COM 30034W106 332,776 10,356 3.21 27,261 16.64 0.0059
2026-02-13 2025-12-31 13F EVERGY COM 30034W106 322,420 4,902 1.54 23,373 -3.17 0.0210
2025-11-12 2025-09-30 13F EVERGY COM 30034W106 317,518 -7,078 -2.18 24,138 7.88 0.0220
2025-08-14 2025-06-30 13F EVERGY COM 30034W106 324,596 9,491 3.01 22,374 2.98 0.0218
2025-05-14 2025-03-31 13F EVERGY COM 30034W106 315,105 13,658 4.53 21,727 17.10 0.0231
2025-02-13 2024-12-31 13F EVERGY COM 30034W106 301,447 28,133 10.29 18,554 9.48 0.0193
2024-11-14 2024-09-30 13F EVERGY COM 30034W106 273,314 24,149 9.69 16,948 28.41 0.0178
2024-08-13 2024-06-30 13F EVERGY COM 30034W106 249,165 146,906 143.66 13,198 141.81 0.0149
2024-05-14 2024-03-31 13F EVERGY COM 30034W106 102,259 17,382 20.48 5,459 23.21 0.0062
2024-02-12 2023-12-31 13F EVERGY COM 30034W106 84,877 15,560 22.45 4,431 26.07 0.0056
2023-11-13 2023-09-30 13F EVERGY COM 30034W106 69,317 -1,399 -1.98 3,515 -14.94 0.0049
2023-08-14 2023-06-30 13F EVERGY COM 30034W106 70,716 901 1.29 4,131 -3.19 0.0057
2023-05-12 2023-03-31 13F EVERGY COM 30034W106 69,815 8,479 13.82 4,267 10.57 0.0061
2023-02-13 2022-12-31 13F EVERGY COM 30034W106 61,336 10,315 20.22 3,860 27.32 0.0058
2022-11-14 2022-09-30 13F EVERGY COM 30034W106 51,021 -7,633 -13.01 3,031 -20.82 0.0050
2022-08-15 2022-06-30 13F EVERGY COM 30034W106 58,654 2,384 4.24 3,828 -0.47 0.0060
2022-05-13 2022-03-31 13F EVERGY COM 30034W106 56,270 -485 -0.85 3,846 -1.23 0.0052
2022-02-14 2021-12-31 13F EVERGY COM 30034W106 56,755 2,642 4.88 3,894 15.69 0.0051
2021-11-15 2021-09-30 13F EVERGY COM 30034W106 54,113 -9,685 -15.18 3,366 -12.71 0.0049
2021-08-13 2021-06-30 13F EVERGY COM 30034W106 63,798 -222 -0.35 3,856 1.15 0.0058
2021-05-14 2021-03-31 13F EVERGY COM 30034W106 64,020 18,463 40.53 3,812 50.79 0.0063
2021-02-12 2020-12-31 13F EVERGY COM 30034W106 45,557 10,799 31.07 2,528 43.07 0.0045
2020-11-16 2020-09-30 13F EVERGY COM 30034W106 34,758 22,958 194.56 1,767 152.43 0.0036
2020-08-14 2020-06-30 13F EVERGY COM 30034W106 11,800 -4,931 -29.47 700 -24.32 0.0016
2020-05-14 2020-03-31 13F EVERGY COM 30034W106 16,731 587 3.64 925 -12.07 0.0026
2020-02-13 2019-12-31 13F EVERGY COM 30034W106 16,144 4,736 41.51 1,052 38.24 0.0022
2019-11-19 2019-09-30 13F/A-1 EVERGY COM 30034W106 11,408 -567 -4.73 761 5.84 0.0019
2019-11-13 2019-09-30 13F EVERGY COM 30034W106 11,408 -567 761 426.5786
2019-08-14 2019-06-30 13F EVERGY COM 30034W106 11,975 -5,471 -31.36 719 -28.67 0.0019
2019-05-14 2019-03-31 13F EVERGY COM 30034W106 17,446 -28,249 -61.82 1,008 -61.08 0.0028
2019-02-13 2018-12-31 13F EVERGY COM 30034W106 45,695 -380 -0.82 2,590 2.49 0.0084
2018-11-13 2018-09-30 13F EVERGY COM 30034W106 46,075 -2,503 -5.15 2,527 -7.44 0.0072
2018-08-14 2018-06-30 13F EVERGY COM 30034W106 48,578 48,578 2,730 0.0084
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.