Evergy, Inc.
DE ˙ DB ˙ US30034W1062
70,00 € ↑0,50 (0,72%)
2026-06-05
AKTIENPREIS
SecurityDE:3E7 / Evergy, Inc.
InstitutionCommonwealth Equity Services, Llc
Latest Disclosed Ownership75,449 shares
Latest Disclosed Value $ 5,469,273
Commonwealth Equity Services, Llc reports 5.73% decrease in ownership of 3E7 / Evergy, Inc.

On February 12, 2026 - Commonwealth Equity Services, Llc filed a 13F-HR form disclosing ownership of 75,449 shares of Evergy, Inc. (DE:3E7) valued at $4,647,658 USD as of December 31, 2025. The entity filed a previous 13F-HR on October 22, 2025 disclosing 80,034 shares of Evergy, Inc.. This represents a change in shares of -5.73% during the quarter. The current value of the position is $5,281,430 USD.

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)
2026-02-12 2025-12-31 13F EVERGY COM 30034W106 75,449 -4,585 -5.73 5,469 91,050.00 0.0073
2025-10-22 2025-09-30 13F EVERGY COM 30034W106 80,034 -2,757 -3.33 6 20.00 0.0079
2025-08-06 2025-06-30 13F EVERGY COM 30034W106 82,791 -305 -0.37 6 0.00 0.0075
2025-05-09 2025-03-31 13F EVERGY COM 30034W106 83,096 17,800 27.26 6 25.00 0.0081
2025-02-10 2024-12-31 13F EVERGY COM 30034W106 65,296 -933 -1.41 4 0.00 0.0059
2024-10-18 2024-09-30 13F EVERGY COM 30034W106 66,229 11,953 22.02 4 100.00 0.0062
2024-07-31 2024-06-30 13F EVERGY COM 30034W106 54,276 -7,158 -11.65 3 -33.33 0.0046
2024-04-29 2024-03-31 13F EVERGY COM 30034W106 61,434 -210 -0.34 3 0.00 0.0054
2024-02-06 2023-12-31 13F EVERGY COM 30034W106 61,644 -1,569 -2.48 3 0.00 0.0059
2023-10-23 2023-09-30 13F EVERGY COM 30034W106 63,213 177 0.28 3 0.00 0.0066
2023-08-10 2023-06-30 13F EVERGY COM 30034W106 63,036 1,104 1.78 4 0.00 0.0075
2023-05-11 2023-03-31 13F EVERGY COM 30034W106 61,932 646 1.05 4 0.00 0.0079
2023-02-07 2022-12-31 13F EVERGY COM 30034W106 61,286 1,427 2.38 4 -99.92 0.0093
2022-11-14 2022-09-30 13F EVERGY COM 30034W106 59,859 -22,508 -27.33 3,555 -33.85 0.0092
2022-07-19 2022-06-30 13F EVERGY COM 30034W106 82,367 -1,176 -1.41 5,374 -5.87 0.0140
2022-05-04 2022-03-31 13F EVERGY COM 30034W106 83,543 -599 -0.71 5,709 -1.11 0.0131
2022-01-31 2021-12-31 13F EVERGY COM 30034W106 84,142 -1,374 -1.61 5,773 8.54 0.0130
2021-10-29 2021-09-30 13F EVERGY COM 30034W106 85,516 13,926 19.45 5,319 22.95 0.0134
2021-08-11 2021-06-30 13F EVERGY COM 30034W106 71,590 1,465 2.09 4,326 3.64 0.0110
2021-05-04 2021-03-31 13F EVERGY COM 30034W106 70,125 18,356 35.46 4,174 45.28 0.0118
2021-02-11 2020-12-31 13F EVERGY COM 30034W106 51,769 755 1.48 2,873 10.84 0.0086
2020-11-05 2020-09-30 13F EVERGY COM 30034W106 51,014 5,698 12.57 2,592 -3.50 0.0089
2020-08-12 2020-06-30 13F EVERGY COM 30034W106 45,316 -1,653 -3.52 2,686 3.91 0.0101
2020-05-11 2020-03-31 13F EVERGY COM 30034W106 46,969 -962 -2.01 2,585 -17.12 0.0120
2020-02-05 2019-12-31 13F EVERGY COM 30034W106 47,931 404 0.85 3,119 -1.39 0.0119
2019-10-30 2019-09-30 13F EVERGY COM 30034W106 47,527 2,299 5.08 3,163 16.29 0.0135
2019-07-19 2019-06-30 13F EVERGY COM 30034W106 45,228 103 0.23 2,720 3.86 0.0120
2019-05-13 2019-03-31 13F EVERGY COM 30034W106 45,125 -1,573 -3.37 2,619 -1.21 0.0121
2019-02-11 2018-12-31 13F EVERGY COM 30034W106 46,698 -35,021 -42.86 2,651 -40.93 0.0141
2018-11-06 2018-09-30 13F EVERGY COM 30034W106 81,719 -3,255 -3.83 4,488 -5.93 0.0215
2018-07-31 2018-06-30 13F EVERGY COM 30034W106 84,974 84,974 4,771 0.0249
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.