Evergy, Inc.
US ˙ NasdaqGS ˙ US30034W1062

SecurityEVRG / Evergy, Inc.
InstitutionStrs Ohio
Latest Disclosed Ownership5,505 shares
Latest Disclosed Value $ 450,970
Strs Ohio reports 0.16% decrease in ownership of EVRG / Evergy, Inc.

On April 24, 2026 - Strs Ohio filed a 13F-HR form disclosing ownership of 5,505 shares of Evergy, Inc. (US:EVRG) valued at $450,970 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 2, 2026 disclosing 5,514 shares of Evergy, Inc.. This represents a change in shares of -0.16% during the quarter. The current value of the position is $450,804 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)
2026-04-24 2026-03-31 13F EVERGY COM_STK 30034W106 5,505 -9 -0.16 451 12.78 0.0018
2026-02-02 2025-12-31 13F EVERGY COM_STK 30034W106 5,514 10 0.18 400 -4.55 0.0015
2025-10-30 2025-09-30 13F EVERGY COM_STK 30034W106 5,504 -39,382 -87.74 418 -86.49 0.0015
2025-08-04 2025-06-30 13F EVERGY COM_STK 30034W106 44,886 5,826 14.92 3,094 14.85 0.0116
2025-05-28 2025-03-31 13F EVERGY COM_STK 30034W106 39,060 -10,962 -21.91 2,693 -12.51 0.0113
2025-05-28 2024-12-31 13F EVERGY COM_STK 30034W106 50,022 19,776 65.38 3,079 64.16 0.0122
2024-11-01 2024-09-30 13F EVERGY COM_STK 30034W106 30,246 30,246 1,876 0.0072
2024-05-13 2024-03-31 13F EVERGY COM 30034W106 0 -31,107 -100.00 0 -100.00
2024-01-30 2023-12-31 13F EVERGY COM 30034W106 31,107 -1,593 -4.87 2 0.00 0.0068
2023-10-26 2023-09-30 13F/A-1 EVERGY COM 30034W106 32,700 3,723 12.85 2 0.00 0.0074
2023-10-26 2023-09-30 13F EVERGY COM 30034W106 32,700 3,723 2 0.0074
2023-07-31 2023-06-30 13F EVERGY COM 30034W106 28,977 1,749 6.42 2 0.00 0.0071
2023-08-02 2023-03-31 13F/A-2 EVERGY COM 30034W106 27,228 -5,960 -17.96 2 -50.00 0.0072
2023-08-02 2023-03-31 13F/A-1 EVERGY COM 30034W106 27,228 -5,960 2 0.0072
2023-04-27 2023-03-31 13F EVERGY COM 30034W106 27,228 -5,960 2 0.0086
2023-01-26 2022-12-31 13F EVERGY COM 30034W106 33,188 -2,002 -5.69 2 -99.90 0.0094
2022-10-27 2022-09-30 13F EVERGY COM 30034W106 35,190 2,723 8.39 2,090 -1.32 0.0100
2022-07-25 2022-06-30 13F EVERGY COM 30034W106 32,467 -5,244 -13.91 2,118 -17.81 0.0095
2022-04-21 2022-03-31 13F EVERGY COM 30034W106 37,711 -1,770 -4.48 2,577 -4.84 0.0094
2022-01-24 2021-12-31 13F EVERGY COM 30034W106 39,481 -2,418 -5.77 2,708 3.91 0.0094
2021-10-22 2021-09-30 13F EVERGY COM 30034W106 41,899 27,301 187.02 2,606 195.46 0.0098
2021-07-26 2021-06-30 13F EVERGY COM 30034W106 14,598 -864 -5.59 882 -4.13 0.0032
2021-04-23 2021-03-31 13F EVERGY COM 30034W106 15,462 -350 -2.21 920 4.90 0.0035
2021-01-25 2020-12-31 13F EVERGY COM 30034W106 15,812 -29,344 -64.98 877 -61.77 0.0034
2020-12-14 2020-09-30 13F EVERGY COM 30034W106 45,156 -8,162 -15.31 2,294 -27.43 0.0096
2020-07-23 2020-06-30 13F EVERGY COM 30034W106 53,318 -2,351 -4.22 3,161 3.17 0.0138
2020-04-23 2020-03-31 13F EVERGY COM 30034W106 55,669 -17,859 -24.29 3,064 -35.97 0.0161
2020-01-24 2019-12-31 13F EVERGY COM 30034W106 73,528 12,539 20.56 4,785 17.89 0.0200
2019-10-21 2019-09-30 13F/A-1 EVERGY COM 30034W106 60,989 457 0.75 4,059 11.48 0.0178
2019-10-21 2019-09-30 13F EVERGY COM 30034W106 60,989 -12,539 4,059 17,965.3591
2019-07-25 2019-06-30 13F EVERGY COM 30034W106 60,532 -604 -0.99 3,641 2.62 0.0162
2019-04-19 2019-03-31 13F EVERGY COM 30034W106 61,136 -3,576 -5.53 3,548 -3.40 0.0161
2019-01-23 2018-12-31 13F EVERGY COM 30034W106 64,712 9,463 17.13 3,673 21.06 0.0186
2018-10-19 2018-09-30 13F EVERGY COM 30034W106 55,249 14,558 35.78 3,034 32.84 0.0133
2018-08-06 2018-06-30 13F EVERGY COM 30034W106 40,691 40,691 2,284 0.0098
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.