Evergy, Inc.
DE ˙ DB ˙ US30034W1062
70,00 € ↑0,50 (0,72%)
2026-06-05
AKTIENPREIS
SecurityDE:3E7 / Evergy, Inc.
InstitutionCWM Advisors, LLC
Latest Disclosed Ownership9,674 shares
Latest Disclosed Value $ 792,494
CWM Advisors, LLC reports 64.03% decrease in ownership of 3E7 / Evergy, Inc.

On May 13, 2026 - CWM Advisors, LLC filed a 13F-HR/A form disclosing ownership of 9,674 shares of Evergy, Inc. (DE:3E7) valued at $684,919 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 26,891 shares of Evergy, Inc.. This represents a change in shares of -64.03% during the quarter. The current value of the position is $677,180 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)
2026-05-13 2026-03-31 13F/A-1 EVERGY COM 30034W106 9,674 -17,217 -64.03 792 -59.36 0.1590
2026-04-23 2026-03-31 13F EVERGY COM 30034W106 26,152 -739 2,142 0.1763
2026-02-17 2025-12-31 13F EVERGY COM 30034W106 26,891 -4,383 -14.01 1,949 -18.01 0.1754
2025-10-15 2025-09-30 13F EVERGY COM 30034W106 31,274 5,772 22.63 2,377 35.29 0.2314
2025-07-24 2025-06-30 13F EVERGY COM 30034W106 25,502 413 1.65 1,758 1.62 0.1915
2025-06-03 2025-03-31 13F EVERGY COM 30034W106 25,089 794 3.27 1,730 15.65 0.2056
2025-01-17 2024-12-31 13F EVERGY COM 30034W106 24,295 -549 -2.21 1,495 -2.92 0.1673
2024-10-10 2024-09-30 13F EVERGY COM 30034W106 24,844 -1,616 -6.11 1,541 9.92 0.1576
2024-08-12 2024-06-30 13F EVERGY COM 30034W106 26,460 -5,827 -18.05 1,402 -18.69 0.1615
2024-05-07 2024-03-31 13F EVERGY COM 30034W106 32,287 1,955 6.45 1,723 8.84 0.1763
2024-02-12 2023-12-31 13F EVERGY COM 30034W106 30,332 1,214 4.17 1,583 7.25 0.1741
2023-10-26 2023-09-30 13F EVERGY COM 30034W106 29,118 22,318 328.21 1,476 271.79 0.1885
2023-07-31 2023-06-30 13F EVERGY COM 30034W106 6,800 633 10.26 397 5.59 0.0481
2023-04-24 2023-03-31 13F EVERGY COM 30034W106 6,167 -2,613 -29.76 377 -31.88 0.0480
2023-01-26 2022-12-31 13F EVERGY COM 30034W106 8,780 75 0.86 553 6.77 0.0711
2022-11-07 2022-09-30 13F EVERGY COM 30034W106 8,705 380 4.56 517 -4.79 0.0730
2022-08-10 2022-06-30 13F EVERGY COM 30034W106 8,325 -288 -3.34 543 -7.81 0.0720
2022-04-21 2022-03-31 13F EVERGY COM 30034W106 8,613 189 2.24 589 1.90 0.0682
2022-02-14 2021-12-31 13F/A-1 EVERGY COM 30034W106 8,424 2,886 52.11 578 68.02 0.0663
2021-11-09 2021-09-30 13F EVERGY COM 30034W106 5,538 5,538 344 0.0435
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.