Evergy, Inc.
MX ˙ BMV ˙ US30034W1062
SecurityMX:EVRG / Evergy, Inc.
InstitutionAdvisor Group Holdings, Inc.
Latest Disclosed Ownership40,275 shares
Latest Disclosed Value $ 3,301,076
Advisor Group Holdings, Inc. reports 4.62% decrease in ownership of EVRG / Evergy, Inc.

On May 15, 2026 - Advisor Group Holdings, Inc. filed a 13F-HR form disclosing ownership of 40,275 shares of Evergy, Inc. (MX:EVRG) valued at $3,301,076 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 42,225 shares of Evergy, Inc.. This represents a change in shares of -4.62% during the quarter.

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)
2026-05-15 2026-03-31 13F EVERGY COM 30034W106 40,275 -1,950 -4.62 3,301 7.81 0.0028
2026-02-17 2025-12-31 13F EVERGY COM 30034W106 42,225 -6,950 -14.13 3,062 -15.46 0.0045
2025-11-14 2025-09-30 13F EVERGY COM 30034W106 49,175 6,032 13.98 3,623 21.79 0.0051
2025-09-04 2025-06-30 13F/A-1 VERGY COM 30034W106 43,143 6,465 17.63 2,975 17.60 0.0053
2025-08-13 2025-06-30 13F VERGY COM 30034W106 37,746 1,068 2,421 0.0028
2025-05-12 2025-03-31 13F EVERGY COM 30034W106 36,678 -8,794 -19.34 2,530 0.56 0.0056
2025-06-06 2024-12-31 13F/A-1 EVERGY COM 30034W106 45,472 15,360 51.01 2,515 34.71 0.0056
2025-02-07 2024-12-31 13F EVERGY COM 30034W106 34,767 4,655 1,863 0.0048
2024-11-13 2024-09-30 13F EVERGY COM 30034W106 30,112 -2,015 -6.27 1,868 9.76 0.0042
2024-08-13 2024-06-30 13F EVERGY COM 30034W106 32,127 -4,901 -13.24 1,702 -13.92 0.0040
2024-05-10 2024-03-31 13F EVERGY COM 30034W106 37,028 -65,322 -63.82 1,977 -63.03 0.0044
2024-02-12 2023-12-31 13F EVERGY COM 30034W106 102,350 9,571 10.32 5,345 13.58 0.0094
2023-11-13 2023-09-30 13F EVERGY COM 30034W106 92,779 17,790 23.72 4,707 7.37 0.0070
2023-08-21 2023-06-30 13F/A-1 EVERGY COM 30034W106 74,989 -10,246 -12.02 4,384 -15.91 0.0079
2023-08-10 2023-06-30 13F EVERGY COM 30034W106 89,976 4,741 4,369 0.0012
2023-05-12 2023-03-31 13F EVERGY COM 30034W106 85,235 9,261 12.19 5,213 8.97 0.0098
2023-02-10 2022-12-31 13F EVERGY COM 30034W106 75,974 2,281 3.10 4,783 9.25 0.0097
2022-11-14 2022-09-30 13F EVERGY COM 30034W106 73,693 5,901 8.70 4,378 -1.04 0.0100
2022-08-10 2022-06-30 13F EVERGY COM 30034W106 67,792 9,912 17.13 4,424 -18.60 0.0098
2022-05-04 2022-03-31 13F EVERGY COM 30034W106 57,880 561 0.98 5,435 38.22 0.0105
2022-02-03 2021-12-31 13F EVERGY COM 30034W106 57,319 16,346 39.89 3,932 54.26 0.0074
2021-11-05 2021-09-30 13F EVERGY COM 30034W106 40,973 -2,221 -5.14 2,549 -2.37 0.0053
2021-08-02 2021-06-30 13F EVERGY COM 30034W106 43,194 565 1.33 2,611 2.84 0.0057
2021-05-13 2021-03-31 13F EVERGY COM 30034W106 42,629 1,356 3.29 2,539 10.87 0.0061
2021-02-10 2020-12-31 13F EVERGY COM 30034W106 41,273 -1,864 -4.32 2,290 2.97 0.0061
2020-11-12 2020-09-30 13F EVERGY COM 30034W106 43,137 -3,773 -8.04 2,224 -20.00 0.0067
2020-08-14 2020-06-30 13F EVERGY COM 30034W106 46,910 -9,452 -16.77 2,780 6.88 0.0093
2020-05-18 2020-03-31 13F EVERGY COM 30034W106 56,362 56,362 2,601 0.0106
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.