Evergy, Inc.
IT ˙ BIT ˙ US30034W1062
€ 69,50 ↓ -3.00 (-4.14%)
2026-06-04
PREÇO DA AÇÃO
SecurityIT:1EVRG / Evergy, Inc.
InstitutionInvesco Ltd.
Latest Disclosed Ownership7,422,206 shares
Latest Disclosed Value $ 608,027,112
Invesco Ltd. reports 1.23% decrease in ownership of 1EVRG / Evergy, Inc.

On May 12, 2026 - Invesco Ltd. filed a 13F-HR form disclosing ownership of 7,422,206 shares of Evergy, Inc. (IT:1EVRG) valued at $508,717,999 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 19, 2026 disclosing 7,514,679 shares of Evergy, Inc.. This represents a change in shares of -1.23% during the quarter. The current value of the position is $515,843,317 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 7,422,206 -92,473 -1.23 608,027 11.62 0.0116
2026-02-19 2025-12-31 13F EVERGY COM 30034W106 7,514,679 -474,661 -5.94 544,739 -10.31 0.0835
2025-11-13 2025-09-30 13F EVERGY COM 30034W106 7,989,340 770,978 10.68 607,350 22.07 0.0957
2025-08-13 2025-06-30 13F EVERGY COM 30034W106 7,218,362 92,752 1.30 497,562 1.27 0.0846
2025-05-12 2025-03-31 13F EVERGY COM 30034W106 7,125,610 353,438 5.22 491,311 17.87 0.0931
2025-02-13 2024-12-31 13F EVERGY COM 30034W106 6,772,172 437,833 6.91 416,827 6.12 0.0771
2024-11-12 2024-09-30 13F EVERGY COM 30034W106 6,334,339 611,804 10.69 392,792 29.58 0.0758
2024-08-13 2024-06-30 13F EVERGY COM 30034W106 5,722,535 240,183 4.38 303,123 3.58 0.0641
2024-05-14 2024-03-31 13F EVERGY COM 30034W106 5,482,352 1,048,452 23.65 292,648 26.44 0.0629
2024-02-13 2023-12-31 13F EVERGY COM 30034W106 4,433,900 -945,104 -17.57 231,450 -15.13 0.0551
2023-11-13 2023-09-30 13F EVERGY COM 30034W106 5,379,004 261,664 5.11 272,716 -8.78 0.0734
2023-08-11 2023-06-30 13F EVERGY COM 30034W106 5,117,340 -346,748 -6.35 298,955 -10.48 0.0784
2023-05-12 2023-03-31 13F EVERGY COM 30034W106 5,464,088 288,048 5.57 333,965 2.53 0.0932
2023-02-13 2022-12-31 13F EVERGY COM 30034W106 5,176,040 215,235 4.34 325,728 10.54 0.0954
2022-11-14 2022-09-30 13F EVERGY COM 30034W106 4,960,805 983,719 24.73 294,670 13.55 0.0948
2022-08-15 2022-06-30 13F EVERGY COM 30034W106 3,977,086 135,131 3.52 259,505 -1.16 0.0786
2022-05-16 2022-03-31 13F EVERGY COM 30034W106 3,841,955 -190,904 -4.73 262,559 -5.11 0.0670
2022-02-14 2021-12-31 13F EVERGY COM 30034W106 4,032,859 1,512,258 60.00 276,692 76.48 0.0667
2021-11-15 2021-09-30 13F EVERGY COM 30034W106 2,520,601 -929,333 -26.94 156,782 -24.80 0.0397
2021-08-17 2021-06-30 13F EVERGY COM 30034W106 3,449,934 200,520 6.17 208,479 7.78 0.0513
2021-05-17 2021-03-31 13F EVERGY COM 30034W106 3,249,414 987,437 43.65 193,439 54.06 0.0516
2021-02-16 2020-12-31 13F EVERGY COM 30034W106 2,261,977 222,946 10.93 125,563 21.17 0.0365
2020-11-16 2020-09-30 13F EVERGY COM 30034W106 2,039,031 409,291 25.11 103,624 7.24 0.0350
2020-08-14 2020-06-30 13F EVERGY COM 30034W106 1,629,740 -2,059,717 -55.83 96,628 -52.42 0.0345
2020-05-15 2020-03-31 13F EVERGY COM 30034W106 3,689,457 -698,905 -15.93 203,105 -28.89 0.0855
2020-02-14 2019-12-31 13F EVERGY COM 30034W106 4,388,362 -877,232 -16.66 285,638 -18.50 0.0887
2019-11-14 2019-09-30 13F EVERGY COM 30034W106 5,265,594 386,488 7.92 350,479 19.42 0.0917
2019-08-14 2019-06-30 13F/A-1 EVERGY COM 30034W106 4,879,106 1,246,803 34.33 293,478 39.18 0.0755
2019-08-14 2019-06-30 13F EVERGY COM 30034W106 4,879,106 -3,567,577 293,478
2019-05-15 2019-03-31 13F EVERGY COM 30034W106 3,632,303 954,527 35.65 210,855 38.70 0.0711
2019-02-14 2018-12-31 13F EVERGY COM 30034W106 2,677,776 197,631 7.97 152,017 11.61 0.0582
2018-11-14 2018-09-30 13F EVERGY COM 30034W106 2,480,145 1,289,361 108.28 136,208 103.72 0.0429
2018-08-14 2018-06-30 13F EVERGY COM 30034W106 1,190,784 1,190,784 66,862 0.0221
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.