Evergy, Inc.
MX ˙ BMV ˙ US30034W1062
SecurityMX:EVRG / Evergy, Inc.
InstitutionDaiwa Securities Group Inc.
Latest Disclosed Ownership44,662 shares
Latest Disclosed Value $ 3,658,711
Daiwa Securities Group Inc. reports 13.46% increase in ownership of EVRG / Evergy, Inc.

On May 13, 2026 - Daiwa Securities Group Inc. filed a 13F-HR form disclosing ownership of 44,662 shares of Evergy, Inc. (MX:EVRG) valued at $3,658,711 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 10, 2026 disclosing 39,363 shares of Evergy, Inc.. This represents a change in shares of 13.46% 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)
2026-05-13 2026-03-31 13F EVERGY COM 30034W106 44,662 5,299 13.46 3,659 182,800.00 0.0062
2026-02-10 2025-12-31 13F EVERGY COM 30034W106 39,363 1,148 3.00 3 0.00 0.0091
2025-11-14 2025-09-30 13F EVERGY COM 30034W106 38,215 1,489 4.05 3 0.00 0.0098
2025-08-14 2025-06-30 13F EVERGY COM 30034W106 36,726 -763 -2.04 3 0.00 0.0093
2025-05-13 2025-03-31 13F EVERGY COM 30034W106 37,489 3,929 11.71 3 0.00 0.0109
2025-02-07 2024-12-31 13F EVERGY COM 30034W106 33,560 1,926 6.09 2 100.00 0.0092
2024-11-12 2024-09-30 13F EVERGY COM 30034W106 31,634 6,616 26.44 2 0.00 0.0091
2024-08-07 2024-06-30 13F EVERGY COM 30034W106 25,018 2,084 9.09 1 0.00 0.0070
2024-05-02 2024-03-31 13F EVERGY COM 30034W106 22,934 2,206 10.64 1 0.00 0.0069
2024-01-31 2023-12-31 13F EVERGY COM 30034W106 20,728 -6,737 -24.53 1 0.00 0.0067
2023-11-01 2023-09-30 13F EVERGY COM 30034W106 27,465 540 2.01 1 0.00 0.0099
2023-07-31 2023-06-30 13F EVERGY COM 30034W106 26,925 -290 -1.07 2 0.00 0.0104
2023-05-02 2023-03-31 13F EVERGY COM 30034W106 27,215 7,540 38.32 2 0.00 0.0116
2023-02-06 2022-12-31 13F EVERGY COM 30034W106 19,675 1,052 5.65 1 -99.91 0.0095
2022-11-02 2022-09-30 13F EVERGY COM 30034W106 18,623 347 1.90 1,106 -7.21 0.0092
2022-08-09 2022-06-30 13F EVERGY COM 30034W106 18,276 4,422 31.92 1,192 25.87 0.0091
2022-04-29 2022-03-31 13F EVERGY COM 30034W106 13,854 420 3.13 947 2.71 0.0044
2022-02-03 2021-12-31 13F EVERGY COM 30034W106 13,434 145 1.09 922 11.49 0.0054
2021-11-05 2021-09-30 13F EVERGY COM 30034W106 13,289 749 5.97 827 9.10 0.0054
2021-08-06 2021-06-30 13F EVERGY COM 30034W106 12,540 588 4.92 758 6.46 0.0051
2021-05-03 2021-03-31 13F EVERGY COM 30034W106 11,952 396 3.43 712 11.08 0.0053
2021-02-04 2020-12-31 13F EVERGY COM 30034W106 11,556 -2,700 -18.94 641 -11.46 0.0050
2020-11-02 2020-09-30 13F EVERGY COM 30034W106 14,256 3,486 32.37 724 22.09 0.0066
2020-08-11 2020-06-30 13F EVERGY COM 30034W106 10,770 0 0.00 593 0.00 0.0125
2020-05-14 2020-03-31 13F EVERGY COM 30034W106 10,770 0 0.00 593 -15.41 0.0062
2020-01-31 2019-12-31 13F EVERGY COM 30034W106 10,770 0 0.00 701 -2.23 0.0058
2019-11-04 2019-09-30 13F EVERGY COM 30034W106 10,770 933 9.48 717 21.11 0.0061
2019-07-24 2019-06-30 13F EVERGY COM 30034W106 9,837 0 0.00 592 3.68 0.0052
2019-04-26 2019-03-31 13F EVERGY COM 30034W106 9,837 -500 -4.84 571 -2.73 0.0050
2019-02-05 2018-12-31 13F EVERGY COM 30034W106 10,337 450 4.55 587 8.10 0.0056
2018-11-01 2018-09-30 13F EVERGY COM 30034W106 9,887 5,480 124.35 543 119.84 0.0045
2018-07-30 2018-06-30 13F EVERGY COM 30034W106 4,407 4,407 247 0.0019
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.