Evergy, Inc.
US ˙ NasdaqGS ˙ US30034W1062

SecurityEVRG / Evergy, Inc.
InstitutionWealthfront Advisers Llc
Latest Disclosed Ownership162,656 shares
Latest Disclosed Value $ 13,324,780
Wealthfront Advisers Llc reports 5.52% increase in ownership of EVRG / Evergy, Inc.

On May 5, 2026 - Wealthfront Advisers Llc filed a 13F-HR form disclosing ownership of 162,656 shares of Evergy, Inc. (US:EVRG) valued at $13,324,780 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 30, 2026 disclosing 154,153 shares of Evergy, Inc.. This represents a change in shares of 5.52% during the quarter. The current value of the position is $13,319,900 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 COM 30034W106 162,656 8,503 5.52 13,325 19.24 0.0292
2026-01-30 2025-12-31 13F EVERGY COM 30034W106 154,153 3,661 2.43 11,175 -2.33 0.0250
2025-11-06 2025-09-30 13F EVERGY COM 30034W106 150,492 8,374 5.89 11,440 16.78 0.0269
2025-07-31 2025-06-30 13F EVERGY COM 30034W106 142,118 -5,397 -3.66 9,796 -3.69 0.0252
2025-05-02 2025-03-31 13F EVERGY COM 30034W106 147,515 72,218 95.91 10,171 119.49 0.0273
2025-04-01 2024-12-31 13F/A-1 EVERGY COM 30034W106 75,297 15,425 25.76 4,635 24.84 0.0135
2025-02-07 2024-12-31 13F EVERGY COM 30034W106 13,568 -46,304 1,017 0.0031
2024-11-12 2024-09-30 13F EVERGY COM 30034W106 59,872 5,211 9.53 3,713 28.22 0.0114
2024-08-14 2024-06-30 13F EVERGY COM 30034W106 54,661 6,695 13.96 2,895 13.09 0.0097
2024-04-19 2024-03-31 13F EVERGY COM 30034W106 47,966 38,599 412.07 2,560 424.59 0.0090
2024-02-09 2023-12-31 13F EVERGY COM 30034W106 9,367 2,649 39.43 489 43.53 0.0019
2023-11-01 2023-09-30 13F EVERGY COM 30034W106 6,718 -4,127 -38.05 341 -46.29 0.0015
2023-08-07 2023-06-30 13F EVERGY COM 30034W106 10,845 3,508 47.81 634 41.29 0.0027
2023-04-28 2023-03-31 13F EVERGY COM 30034W106 7,337 -28,456 -79.50 448 -80.11 0.0020
2023-02-10 2022-12-31 13F EVERGY COM 30034W106 35,793 -32,568 -47.64 2,252 -44.55 0.0109
2022-11-14 2022-09-30 13F EVERGY COM 30034W106 68,361 -21,477 -23.91 4,061 -30.72 0.0216
2022-07-20 2022-06-30 13F EVERGY COM 30034W106 89,838 50,357 127.55 5,862 117.27 0.0295
2022-05-16 2022-03-31 13F EVERGY COM 30034W106 39,481 -21,324 -35.07 2,698 -35.33 0.0118
2022-01-21 2021-12-31 13F EVERGY COM 30034W106 60,805 22,923 60.51 4,172 77.00 0.0176
2021-11-15 2021-09-30 13F EVERGY COM 30034W106 37,882 15,636 70.29 2,357 75.37 0.0109
2021-08-16 2021-06-30 13F EVERGY COM 30034W106 22,246 15,983 255.20 1,344 260.32 0.0064
2021-05-14 2021-03-31 13F EVERGY COM 30034W106 6,263 1,156 22.64 373 31.80 0.0020
2021-02-16 2020-12-31 13F EVERGY COM 30034W106 5,107 811 18.88 283 29.82 0.0017
2020-11-16 2020-09-30 13F EVERGY COM 30034W106 4,296 -13,333 -75.63 218 -79.14 0.0016
2020-08-14 2020-06-30 13F EVERGY COM 30034W106 17,629 -1,996 -10.17 1,045 -3.24 0.0081
2020-05-15 2020-03-31 13F EVERGY COM 30034W106 19,625 -719 -3.53 1,080 -18.43 0.0098
2020-01-21 2019-12-31 13F EVERGY COM 30034W106 20,344 3,224 18.83 1,324 16.14 0.0098
2019-10-15 2019-09-30 13F EVERGY COM 30034W106 17,120 2,065 13.72 1,140 25.83 0.0096
2019-08-13 2019-06-30 13F EVERGY COM 30034W106 15,055 -2,022 -11.84 906 -8.58 0.0079
2019-05-13 2019-03-31 13F EVERGY COM 30034W106 17,077 4,516 35.95 991 38.99 0.0092
2019-02-14 2018-12-31 13F EVERGY COM 30034W106 12,561 12,561 713 0.0076
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.