Evergy, Inc.
MX ˙ BMV ˙ US30034W1062
SecurityMX:EVRG / Evergy, Inc.
InstitutionAPG Asset Management N.V.
Latest Disclosed Ownership113,861 shares
Latest Disclosed Value $ 8,095,377
APG Asset Management N.V. reports 1.98% decrease in ownership of EVRG / Evergy, Inc.

On May 13, 2026 - APG Asset Management N.V. filed a 13F-HR form disclosing ownership of 113,861 shares of Evergy, Inc. (MX:EVRG) valued at $8,095,377 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 12, 2026 disclosing 116,159 shares of Evergy, Inc.. This represents a change in shares of -1.98% 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 113,861 -2,298 -1.98 8,095 12.92 0.0257
2026-02-12 2025-12-31 13F EVERGY COM 30034W106 116,159 116,159 7,170 0.0203
2025-02-13 2024-12-31 13F EVERGY COM 30034W106 0 -409,013 -100.00 0 -100.00
2024-11-14 2024-09-30 13F EVERGY COM 30034W106 409,013 -181,605 -30.75 22,726 -22.15 0.1508
2024-08-14 2024-06-30 13F EVERGY COM 30034W106 590,618 -413,974 -41.21 29,191 -41.21 0.0521
2024-05-14 2024-03-31 13F EVERGY COM 30034W106 1,004,592 -23,077 -2.25 49,653 2.24 0.0870
2024-02-13 2023-12-31 13F EVERGY COM 30034W106 1,027,669 55,103 5.67 48,562 -1.51 0.0947
2023-11-14 2023-09-30 13F EVERGY COM 30034W106 972,566 -1,084 -0.11 49,309 -5.42 0.1008
2023-08-14 2023-06-30 13F EVERGY COM 30034W106 973,650 16,500 1.72 52,136 -3.18 0.1052
2023-05-12 2023-03-31 13F EVERGY COM 30034W106 957,150 32 0.00 53,846 89,643.33 0.1142
2023-02-14 2022-12-31 13F EVERGY COM 30034W106 957,118 4,499 0.47 60 -99.90 0.1145
2022-11-14 2022-09-30 13F EVERGY COM 30034W106 952,619 -288,456 -23.24 57,761 -25.43 0.1490
2022-08-12 2022-06-30 13F EVERGY COM 30034W106 1,241,075 -81,410 -6.16 77,460 -4.64 0.1816
2022-05-12 2022-03-31 13F EVERGY COM 30034W106 1,322,485 400 0.03 81,228 1.83 0.1535
2022-02-11 2021-12-31 13F EVERGY COM 30034W106 1,322,085 -2,100 -0.16 79,765 12.24 0.1355
2021-11-15 2021-09-30 13F/A-1 EVERGY COM 30034W106 1,324,185 20,600 1.58 71,068 6.99 0.1263
2021-11-15 2021-09-30 13F EVERGY COM 30034W106 1,324,185 20,600 71,068 0.1277
2021-08-13 2021-06-30 13F EVERGY COM 30034W106 1,303,585 100 0.01 66,427 0.61 0.1128
2021-05-14 2021-03-31 13F EVERGY COM 30034W106 1,303,485 -461,246 -26.14 66,023 -17.54 0.1127
2021-02-12 2020-12-31 13F EVERGY COM 30034W106 1,764,731 -1,187,943 -40.23 80,062 -37.43 0.1306
2020-11-12 2020-09-30 13F EVERGY COM 30034W106 2,952,674 152,000 5.43 127,962 -13.45 0.2215
2020-08-14 2020-06-30 13F EVERGY COM 30034W106 2,800,674 -22,775 -0.81 147,845 -4.88 0.2695
2020-05-19 2020-03-31 13F/A-2 EVERGY COM 30034W106 2,823,449 366,305 14.91 155,431 9.09 0.3047
2020-05-15 2020-03-31 13F/A-1 EVERGY COM 30034W106 2,823,449 0 155,431 0.3078
2020-05-14 2020-03-31 13F EVERGY COM 30034W106 1,532,522 -924,622 79,230 148,236.3522
2020-02-13 2019-12-31 13F EVERGY COM 30034W106 2,457,144 246,300 11.14 142,482 5.56 0.2315
2019-11-08 2019-09-30 13F EVERGY COM 30034W106 2,210,844 52,322 2.42 134,979 18.39 0.2223
2019-08-13 2019-06-30 13F EVERGY COM 30034W106 2,158,522 626,000 40.85 114,010 43.90 0.1956
2019-05-14 2019-03-31 13F EVERGY COM 30034W106 1,532,522 188,200 14.00 79,230 18.68 0.1454
2019-02-19 2018-12-31 13F/A-1 EVERGY COM 30034W106 1,344,322 589,100 78.00 66,760 86.95 0.1357
2019-02-13 2018-12-31 13F EVERGY COM 30034W106 1,344,322 589,100 66,760
2018-11-09 2018-09-30 13F EVERGY COM 30034W106 755,222 311,600 70.24 35,710 67.38 0.0625
2018-08-13 2018-06-30 13F EVERGY COM 30034W106 443,622 443,622 21,335 0.0392
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.