Evergy, Inc.
MX ˙ BMV ˙ US30034W1062
SecurityMX:EVRG / Evergy, Inc.
InstitutionTd Asset Management Inc
Latest Disclosed Ownership87,680 shares
Latest Disclosed Value $ 7,182,746
Td Asset Management Inc reports 4.16% increase in ownership of EVRG / Evergy, Inc.

On May 11, 2026 - Td Asset Management Inc filed a 13F-HR form disclosing ownership of 87,680 shares of Evergy, Inc. (MX:EVRG) valued at $7,182,746 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 10, 2026 disclosing 84,178 shares of Evergy, Inc.. This represents a change in shares of 4.16% 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 87,680 3,502 4.16 7,183 17.70 0.0031
2026-02-10 2025-12-31 13F EVERGY COM 30034W106 84,178 -112 -0.13 6,102 -4.76 0.0049
2025-11-10 2025-09-30 13F EVERGY COM 30034W106 84,290 -1,501 -1.75 6,408 8.35 0.0052
2025-07-28 2025-06-30 13F EVERGY COM 30034W106 85,791 1,528 1.81 5,914 1.79 0.0050
2025-05-07 2025-03-31 13F EVERGY COM 30034W106 84,263 640 0.77 5,810 12.88 0.0053
2025-02-11 2024-12-31 13F EVERGY COM 30034W106 83,623 -747 -0.89 5,147 -1.51 0.0046
2024-11-01 2024-09-30 13F EVERGY COM 30034W106 84,370 461 0.55 5,226 17.57 0.0046
2024-08-02 2024-06-30 13F EVERGY COM 30034W106 83,909 2,770 3.41 4,445 2.61 0.0041
2024-05-08 2024-03-31 13F EVERGY COM 30034W106 81,139 -72,738 -47.27 4,331 -46.08 0.0040
2024-02-12 2023-12-31 13F EVERGY COM 30034W106 153,877 -15,369 -9.08 8,032 -6.39 0.0079
2023-10-27 2023-09-30 13F EVERGY COM 30034W106 169,246 -246,735 -59.31 8,581 -64.69 0.0104
2023-08-09 2023-06-30 13F EVERGY COM 30034W106 415,981 -20,596 -4.72 24,302 -8.93 0.0277
2023-05-10 2023-03-31 13F EVERGY COM 30034W106 436,577 27,761 6.79 26,684 3.72 0.0322
2023-02-07 2022-12-31 13F EVERGY COM 30034W106 408,816 10,148 2.55 25,727 6.68 0.0317
2022-11-07 2022-09-30 13F EVERGY COM 30034W106 398,668 7,115 1.82 24,116 -5.61 0.0302
2022-08-04 2022-06-30 13F EVERGY COM 30034W106 391,553 -11,757 -2.92 25,549 -7.30 0.0296
2022-05-10 2022-03-31 13F EVERGY COM 30034W106 403,310 -732 -0.18 27,562 -0.57 0.0163
2022-05-10 2022-03-31 13F EVERGY COM 30034W106 395,074 26,999
2022-02-10 2021-12-31 13F EVERGY COM 30034W106 404,042 -11,932 -2.87 27,721 7.14 0.0232
2021-11-09 2021-09-30 13F EVERGY COM 30034W106 415,974 -10,716 -2.51 25,874 -7.03 0.0269
2021-08-11 2021-06-30 13F EVERGY COM 30034W106 426,690 -29,097 -6.38 27,829 2.57 0.0283
2021-05-14 2021-03-31 13F EVERGY COM 30034W106 455,787 104,882 29.89 27,133 39.29 0.0303
2021-02-16 2020-12-31 13F EVERGY COM 30034W106 350,905 154,262 78.45 19,479 94.93 0.0237
2020-11-10 2020-09-30 13F EVERGY COM 30034W106 196,643 132,285 205.55 9,993 161.87 0.0139
2020-08-13 2020-06-30 13F EVERGY COM 30034W106 64,358 -1,353 -2.06 3,816 5.47 0.0054
2020-05-15 2020-03-31 13F EVERGY COM 30034W106 65,711 -2,426 -3.56 3,618 -18.42 0.0061
2020-02-11 2019-12-31 13F EVERGY COM 30034W106 68,137 -9,926 -12.72 4,435 -14.65 0.0064
2019-11-07 2019-09-30 13F EVERGY COM 30034W106 78,063 -4,633 -5.60 5,196 4.46 0.0079
2019-08-01 2019-06-30 13F EVERGY COM 30034W106 82,696 -6,218 -6.99 4,974 -3.64 0.0074
2019-05-08 2019-03-31 13F EVERGY COM 30034W106 88,914 1,301 1.48 5,162 3.78 0.0079
2019-02-01 2018-12-31 13F EVERGY COM 30034W106 87,613 -18 -0.02 4,974 3.35 0.0087
2018-11-01 2018-09-30 13F EVERGY COM 30034W106 87,631 3,139 3.72 4,813 1.45 0.0071
2018-07-31 2018-06-30 13F EVERGY COM 30034W106 84,492 84,492 4,744 0.0072
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.