Evergy, Inc.
US ˙ NasdaqGS ˙ US30034W1062

SecurityEVRG / Evergy, Inc.
InstitutionTrust Co
Latest Disclosed Ownership11,103 shares
Latest Disclosed Value $ 909,571
Trust Co reports 0.72% decrease in ownership of EVRG / Evergy, Inc.

On April 13, 2026 - Trust Co filed a 13F-HR form disclosing ownership of 11,103 shares of Evergy, Inc. (US:EVRG) valued at $909,558 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 15, 2026 disclosing 11,184 shares of Evergy, Inc.. This represents a change in shares of -0.72% during the quarter. The current value of the position is $900,120 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)
2026-04-13 2026-03-31 13F EVERGY INC COM Stock 30034W106 11,103 -81 -0.72 910 12.22 0.0852
2026-01-15 2025-12-31 13F EVERGY INC COM Stock 30034W106 11,184 4,104 57.97 811 50.56 0.0760
2025-10-06 2025-09-30 13F Evergy Inc COM 30034W106 7,080 -11,021 -60.89 538 -56.86 0.0550
2025-07-07 2025-06-30 13F Evergy Inc COM 30034W106 18,101 11,264 164.75 1,248 164.76 0.1408
2025-04-08 2025-03-31 13F Evergy Inc COM 30034W106 6,837 -1,200 -14.93 471 -4.66 0.0560
2025-01-14 2024-12-31 13F Evergy Inc COM 30034W106 8,037 2,020 33.57 495 32.44 0.0567
2024-10-03 2024-09-30 13F Evergy Inc COM 30034W106 6,017 0 0.00 373 17.30 0.0449
2024-07-15 2024-06-30 13F Evergy Inc COM 30034W106 6,017 0 0.00 319 -0.93 0.0412
2024-04-11 2024-03-31 13F Evergy Inc COM 30034W106 6,017 0 0.00 321 2.23 0.0422
2024-01-10 2023-12-31 13F Evergy Inc COM 30034W106 6,017 -1,006 -14.32 314 -11.80 0.0404
2023-12-04 2023-09-30 13F Evergy Inc COM 30034W106 7,023 -400 -5.39 356 -17.78 0.0574
2023-07-10 2023-06-30 13F Evergy Inc COM 30034W106 7,423 206 2.85 434 -1.81 0.0647
2023-04-07 2023-03-31 13F Evergy Inc COM 30034W106 7,217 0 0.00 441 -2.86 0.0669
2023-01-09 2022-12-31 13F Evergy Inc COM 30034W106 7,217 0 0.00 0 -100.00 0.0736
2022-10-11 2022-09-30 13F Evergy Inc COM 30034W106 7,217 100 1.41 429 -7.54 0.0939
2022-07-06 2022-06-30 13F Evergy Inc COM 30034W106 7,117 225 3.26 464 -1.49 0.1000
2022-04-08 2022-03-31 13F Evergy Inc COM 30034W106 6,892 0 0.00 471 -0.42 0.0919
2022-01-14 2021-12-31 13F Evergy Inc COM 30034W106 6,892 0 0.00 473 10.26 0.1104
2021-10-20 2021-09-30 13F Evergy Inc COM 30034W106 6,892 -3,251 -32.05 429 -30.02 0.1100
2021-07-14 2021-06-30 13F Evergy Inc COM 30034W106 10,143 2,166 27.15 613 29.05 0.4300
2021-04-08 2021-03-31 13F Evergy INC CORP COMMON COM 30034W106 7,977 985 14.09 475 22.42 0.3424
2021-01-12 2020-12-31 13F Evergy INC CORP COMMON COM 30034W106 6,992 -2,386 -25.44 388 -18.66 0.3066
2020-10-06 2020-09-30 13F Evergy INC CORP COMMON COM 30034W106 9,378 1,071 12.89 477 -3.25 0.4012
2020-07-17 2020-06-30 13F Evergy INC CORP COMMON COM 30034W106 8,307 -323 -3.74 493 3.79 0.4687
2020-04-07 2020-03-31 13F Evergy INC CORP COMMON COM 30034W106 8,630 -1,044 -10.79 475 -24.60 0.5237
2020-01-07 2019-12-31 13F Evergy INC CORP COMMON COM 30034W106 9,674 0 0.00 630 -2.17 0.5539
2019-10-09 2019-09-30 13F Evergy INC CORP COMMON COM 30034W106 9,674 34 0.35 644 11.03 0.6081
2019-07-08 2019-06-30 13F Evergy INC CORP COMMON COM 30034W106 9,640 -3,350 -25.79 580 -23.08 0.5340
2019-04-08 2019-03-31 13F Evergy INC CORP COMMON COM 30034W106 12,990 3,000 30.03 754 32.98 0.4396
2019-01-22 2018-12-31 13F Evergy INC CORP COMMON COM 30034W106 9,990 -738 -6.88 567 -3.74 0.3155
2018-10-09 2018-09-30 13F Evergy INC CORP COMMON COM 30034W106 10,728 -67 -0.62 589 -2.81 0.2658
2018-07-10 2018-06-30 13F Evergy INC CORP COMMON COM 30034W106 10,795 10,795 606 0.2772
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.