Evergy, Inc.
MX ˙ BMV ˙ US30034W1062
SecurityMX:EVRG / Evergy, Inc.
InstitutionMagellan Asset Management Ltd
ManagerHamish Douglass
Latest Disclosed Ownership2,242,868 shares
Latest Disclosed Value $ 183,735,747
Magellan Asset Management Ltd reports 6.91% decrease in ownership of EVRG / Evergy, Inc.

On May 11, 2026 - Magellan Asset Management Ltd filed a 13F-HR form disclosing ownership of 2,242,868 shares of Evergy, Inc. (MX:EVRG) valued at $183,735,747 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 10, 2026 disclosing 2,409,310 shares of Evergy, Inc.. This represents a change in shares of -6.91% 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)
2026-05-11 2026-03-31 13F EVERGY COM 30034W106 2,242,868 -166,442 -6.91 183,736 5.20 2.3838
2026-02-10 2025-12-31 13F EVERGY COM 30034W106 2,409,310 -35,071 -1.43 174,651 -6.01 2.1230
2025-11-10 2025-09-30 13F EVERGY COM 30034W106 2,444,381 79,888 3.38 185,822 14.01 2.2008
2025-08-07 2025-06-30 13F EVERGY COM 30034W106 2,364,493 2,208,799 1,418.68 162,985 1,418.25 1.8630
2025-05-12 2025-03-31 13F EVERGY COM 30034W106 155,694 -6,692 -4.12 10,735 7.41 0.1305
2025-02-12 2024-12-31 13F EVERGY COM 30034W106 162,386 -34,784 -17.64 9,995 -18.26 0.1098
2024-11-14 2024-09-30 13F EVERGY COM 30034W106 197,170 -4,882 -2.42 12,227 14.24 0.1217
2024-08-13 2024-06-30 13F EVERGY COM 30034W106 202,052 6,846 3.51 10,703 2.71 0.1019
2024-05-14 2024-03-31 13F EVERGY COM 30034W106 195,206 -2,814,174 -93.51 10,420 -93.37 0.0995
2024-02-13 2023-12-31 13F EVERGY COM 30034W106 3,009,380 -302,387 -9.13 157,090 -6.44 1.5651
2023-11-13 2023-09-30 13F EVERGY COM 30034W106 3,311,767 -112,504 -3.29 167,907 -16.07 1.7844
2023-08-11 2023-06-30 13F EVERGY COM 30034W106 3,424,271 -162,758 -4.54 200,046 -8.75 1.7802
2023-05-12 2023-03-31 13F EVERGY COM 30034W106 3,587,029 -148,582 -3.98 219,239 -6.74 1.8722
2023-02-13 2022-12-31 13F EVERGY COM 30034W106 3,735,611 494,246 15.25 235,082 22.10 2.0112
2022-11-10 2022-09-30 13F EVERGY COM 30034W106 3,241,365 -114,320 -3.41 192,537 -12.07 1.3457
2022-08-12 2022-06-30 13F EVERGY COM 30034W106 3,355,685 -711,061 -17.48 218,958 -21.22 1.1951
2022-05-13 2022-03-31 13F EVERGY COM 30034W106 4,066,746 -418,035 -9.32 277,921 -9.68 1.0761
2022-02-11 2021-12-31 13F EVERGY COM 30034W106 4,484,781 18,544 0.42 307,701 10.76 0.7838
2021-11-04 2021-09-30 13F EVERGY COM 30034W106 4,466,237 -51,142 -1.13 277,800 1.76 0.5551
2021-08-12 2021-06-30 13F EVERGY COM 30034W106 4,517,379 25,315 0.56 272,985 2.08 0.5403
2021-05-13 2021-03-31 13F EVERGY COM 30034W106 4,492,064 90,826 2.06 267,413 9.46 0.5594
2021-02-11 2020-12-31 13F EVERGY COM 30034W106 4,401,238 1,898,284 75.84 244,313 92.07 0.5651
2020-11-12 2020-09-30 13F EVERGY COM 30034W106 2,502,954 2,312,838 1,216.54 127,200 1,028.46 0.3245
2020-08-14 2020-06-30 13F EVERGY COM 30034W106 190,116 13,391 7.58 11,272 15.86 0.0338
2020-05-14 2020-03-31 13F EVERGY COM 30034W106 176,725 -3,701,398 -95.44 9,729 -96.15 0.0335
2020-02-13 2019-12-31 13F EVERGY COM 30034W106 3,878,123 554 0.01 252,427 -2.19 0.6647
2019-11-13 2019-09-30 13F EVERGY COM 30034W106 3,877,569 1,322,584 51.76 258,091 67.94 0.7419
2019-08-13 2019-06-30 13F EVERGY COM 30034W106 2,554,985 276,878 12.15 153,682 16.21 0.4423
2019-05-14 2019-03-31 13F EVERGY COM 30034W106 2,278,107 2,094,839 1,143.05 132,244 1,171.09 0.4197
2019-03-11 2018-12-31 13F/A-1 EVERGY COM 30034W106 183,268 -17,089 -8.53 10,404 -5.45 0.0382
2019-02-14 2018-12-31 13F EVERGY COM 30034W106 183,268 -17,089 10,404
2018-11-14 2018-09-30 13F EVERGY COM 30034W106 200,357 -4,704 -2.29 11,004 -4.43 0.0360
2018-08-13 2018-06-30 13F EVERGY COM 30034W106 205,061 205,061 11,514 0.0404
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.