Vanguard Group Inc ownership in 1EVRG / Evergy, Inc.

Evergy, Inc.

IT ˙ BIT ˙ US30034W1062

€ 69,50 ↓ -3.00 (-4.14%)

2026-06-04
PREÇO DA AÇÃO

Security	IT:1EVRG / Evergy, Inc.
Institution	Vanguard Group Inc
Latest Disclosed Ownership	30,757,337 shares
Ownership	13.40%

2024-02-13 - Vanguard Group Inc has filed an SC 13G/A form with the Securities and Exchange Commission (SEC) disclosing ownership of 30,757,337 shares of Evergy, Inc. (IT:1EVRG). This represents 13.4 percent ownership of the company. In their previous filing dated 2023-02-09 , Vanguard Group Inc had reported owning 29,243,403 shares, indicating an increase of 5.18 percent.

Institutional Ownership: 13D/G Filings

This table shows a history of the 13D/G filings made by the investor and/or investor group. Note that the share values in this table are not directly comparable to any numbers shown in the 13F table (if any).

File Date	Effective Date	Form	Prev Shares	Latest Shares	ΔShares (Percent)	Ownership (Percent)	ΔOwnership (Percent)
2024-02-13	2024-02-13	13G/A	29,243,403	30,757,337	5.18	13.40	5.18
2023-02-09	2023-02-09	13G/A	28,830,566	29,243,403	1.43	12.74	0.31
2022-02-09	2022-02-09	13G/A	26,965,647	28,830,566	6.92	12.70	6.72
2021-02-10	2021-02-10	13G/A	30,228,086	26,965,647	-10.79	11.90	-10.26
2020-02-11	2020-02-11	13G/A	29,757,662	30,228,086	1.58	13.26	17.45
2019-02-11	2019-02-11	13G/A	29,388,068	29,757,662	1.26	11.29	4.25
2018-07-10	2018-07-10	13G		29,388,068		10.83

Important Note: One of the primary uses of the 13D/G filings is to evaluate the ability of a firm to control a company (ie, the "beneficial ownership"). To that end, firms are required to report not just direct holdings in companies, but indirect holdings that they control. For investment firms, these indirect holdings can include shares in funds they manage, advisory accounts, and in the case of activist campaigns, pledged votes. Therefore, share counts listed in 13D/G filings can differ significantly than share counts listed in 13F filings.

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	Reported Shares	ΔShares	ΔShares (%)	Reported Value (x1000)	ΔValue (%)	Alloc (%)
2026-01-29	2025-12-31	13F	EVERGY	COM	30034W106	30,206,309	70,231	0.23	2,189,655	-4.42	0.0317
2025-11-07	2025-09-30	13F	EVERGY	COM	30034W106	30,136,078	-830,699	-2.68	2,290,945	7.33	0.0343
2025-08-11	2025-06-30	13F	EVERGY	COM	30034W106	30,966,777	521,310	1.71	2,134,540	1.68	0.0345
2025-05-09	2025-03-31	13F	EVERGY	COM	30034W106	30,445,467	-220,418	-0.72	2,099,215	11.22	0.0380
2025-02-11	2024-12-31	13F	EVERGY	COM	30034W106	30,665,885	221,086	0.73	1,887,485	-0.02	0.0329
2024-11-13	2024-09-30	13F	EVERGY	COM	30034W106	30,444,799	159,185	0.53	1,887,882	17.68	0.0338
2024-08-13	2024-06-30	13F	EVERGY	COM	30034W106	30,285,614	-760,714	-2.45	1,604,229	-3.20	0.0308
2024-05-10	2024-03-31	13F	EVERGY	COM	30034W106	31,046,328	288,913	0.94	1,657,253	3.22	0.0328
2024-03-11	2023-12-31	13F/A-1	EVERGY	COM	30034W106	30,757,415	1,399,199	4.77	1,605,537	7.87	0.0351
2024-02-14	2023-12-31	13F	EVERGY	COM	30034W106	30,757,337	1,399,121		1,605,533		0.0305
2023-12-18	2023-09-30	13F/A-1	EVERGY	COM	30034W106	29,358,216	186,235	0.64	1,488,462	-12.66	0.0366
2023-11-14	2023-09-30	13F	EVERGY	COM	30034W106	29,358,216	186,235		1,488,462		0.0366
2023-08-14	2023-06-30	13F	EVERGY	COM	30034W106	29,171,981	-273,277	-0.93	1,704,227	-5.30	0.0404
2023-07-14	2023-03-31	13F/A-1	EVERGY	COM	30034W106	29,445,258	201,855	0.69	1,799,694	-2.21	0.0458
2023-05-15	2023-03-31	13F	EVERGY	COM	30034W106	29,444,188	200,785		1,799,629		0.0458
2023-02-10	2022-12-31	13F	EVERGY	COM	30034W106	29,243,403	160,478	0.55	1,840,287	6.53	0.0501
2022-11-14	2022-09-30	13F	EVERGY	COM	30034W106	29,082,925	-398,533	-1.35	1,727,526	-10.20	0.0508
2022-08-12	2022-06-30	13F	EVERGY	COM	30034W106	29,481,458	141,488	0.48	1,923,665	-4.06	0.0541
2022-05-13	2022-03-31	13F	EVERGY	COM	30034W106	29,339,970	509,404	1.77	2,005,093	1.37	0.0474
2022-02-14	2021-12-31	13F	EVERGY	COM	30034W106	28,830,566	92,916	0.32	1,978,065	10.66	0.0449
2021-11-12	2021-09-30	13F	EVERGY	COM	30034W106	28,737,650	554,260	1.97	1,787,480	4.95	0.0444
2021-08-13	2021-06-30	13F	EVERGY	COM	30034W106	28,183,390	1,051,807	3.88	1,703,122	5.45	0.0424
2021-05-14	2021-03-31	13F	EVERGY	COM	30034W106	27,131,583	165,936	0.62	1,615,144	7.90	0.0437
2021-02-12	2020-12-31	13F	EVERGY	COM	30034W106	26,965,647	-122,048	-0.45	1,496,863	8.74	0.0434
2020-11-16	2020-09-30	13F	EVERGY	COM	30034W106	27,087,695	-995,924	-3.55	1,376,595	-17.33	0.0456
2020-08-14	2020-06-30	13F	EVERGY	COM	30034W106	28,083,619	-2,993,537	-9.63	1,665,076	-2.67	0.0591
2020-05-15	2020-03-31	13F	EVERGY	COM	30034W106	31,077,156	849,070	2.81	1,710,797	-13.05	0.0729
2020-02-14	2019-12-31	13F	EVERGY	COM	30034W106	30,228,086	-736,748	-2.38	1,967,546	-4.54	0.0671
2019-11-14	2019-09-30	13F	EVERGY	COM	30034W106	30,964,834	-201,286	-0.65	2,061,020	9.94	0.0764
2019-08-14	2019-06-30	13F	EVERGY	COM	30034W106	31,166,120	-646,241	-2.03	1,874,643	1.51	0.0705
2019-05-15	2019-03-31	13F	EVERGY	COM	30034W106	31,812,361	2,054,699	6.90	1,846,707	9.32	0.0724
2019-02-14	2018-12-31	13F	EVERGY	COM	30034W106	29,757,662	171,341	0.58	1,689,342	3.97	0.0759
2018-12-13	2018-09-30	13F/A-2	EVERGY	COM	30034W106	29,586,321	198,253	0.67	1,624,880	-1.53	0.0635
2018-11-23	2018-09-30	13F/A-1	EVERGY	COM	30034W106	29,586,321	0		1,624,880		0.0635
2018-11-14	2018-09-30	13F	EVERGY	COM	30034W106	29,586,321	198,253		1,624,880
2018-08-14	2018-06-30	13F	EVERGY	COM	30034W106	29,388,068	29,388,068		1,650,140		0.0690

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.