Evergy, Inc.
MX ˙ BMV ˙ US30034W1062
SecurityMX:EVRG / Evergy, Inc.
InstitutionGeode Capital Management, Llc
Latest Disclosed Ownership6,533,964 shares
Latest Disclosed Value $ 533,365,871
Geode Capital Management, Llc reports 1.35% increase in ownership of EVRG / Evergy, Inc.

On May 15, 2026 - Geode Capital Management, Llc filed a 13F-HR form disclosing ownership of 6,533,964 shares of Evergy, Inc. (MX:EVRG) valued at $533,365,871 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 9, 2026 disclosing 6,447,150 shares of Evergy, Inc.. This represents a change in shares of 1.35% 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)
2026-05-15 2026-03-31 13F EVERGY COM 30034W106 6,533,964 86,814 1.35 533,366 14.53 0.0177
2026-02-09 2025-12-31 13F EVERGY COM 30034W106 6,447,150 105,842 1.67 465,684 -3.03 0.0287
2025-11-12 2025-09-30 13F EVERGY COM 30034W106 6,341,308 83,451 1.33 480,242 11.77 0.0306
2025-08-08 2025-06-30 13F EVERGY COM 30034W106 6,257,857 170,953 2.81 429,677 2.70 0.0301
2025-05-13 2025-03-31 13F EVERGY COM 30034W106 6,086,904 449,647 7.98 418,385 20.90 0.0329
2025-02-12 2024-12-31 13F EVERGY COM 30034W106 5,637,257 133,641 2.43 346,063 1.75 0.0268
2024-11-12 2024-09-30 13F EVERGY COM 30034W106 5,503,616 -309,957 -5.33 340,125 10.73 0.0275
2024-08-09 2024-06-30 13F EVERGY COM 30034W106 5,813,573 140,428 2.48 307,170 1.68 0.0270
2024-05-13 2024-03-31 13F EVERGY COM 30034W106 5,673,145 239,243 4.40 302,083 6.76 0.0279
2024-02-13 2023-12-31 13F EVERGY COM 30034W106 5,433,902 92,956 1.74 282,957 4.71 0.0296
2023-11-13 2023-09-30 13F EVERGY COM 30034W106 5,340,946 104,622 2.00 270,233 -11.45 0.0322
2023-08-11 2023-06-30 13F EVERGY COM 30034W106 5,236,324 175,858 3.48 305,162 -1.13 0.0359
2023-05-15 2023-03-31 13F EVERGY COM 30034W106 5,060,466 91,488 1.84 308,641 98,823.40 0.0401
2023-02-13 2022-12-31 13F EVERGY COM 30034W106 4,968,978 271,913 5.79 312 -99.89 0.0438
2022-11-14 2022-09-30 13F EVERGY COM 30034W106 4,697,065 84,019 1.82 278,686 -7.25 0.0423
2022-08-12 2022-06-30 13F EVERGY COM 30034W106 4,613,046 112,672 2.50 300,464 -2.08 0.0440
2022-05-13 2022-03-31 13F EVERGY COM 30034W106 4,500,374 188,939 4.38 306,843 3.99 0.0383
2022-02-11 2021-12-31 13F EVERGY COM 30034W106 4,311,435 111,295 2.65 295,057 13.24 0.0355
2021-11-12 2021-09-30 13F EVERGY COM 30034W106 4,200,140 -45,156 -1.06 260,569 1.84 0.0351
2021-08-13 2021-06-30 13F EVERGY COM 30034W106 4,245,296 134,841 3.28 255,861 4.83 0.0353
2021-05-12 2021-03-31 13F EVERGY COM 30034W106 4,110,455 305,188 8.02 244,075 15.85 0.0373
2021-02-12 2020-12-31 13F EVERGY COM 30034W106 3,805,267 28,587 0.76 210,688 9.99 0.0354
2020-11-13 2020-09-30 13F EVERGY COM 30034W106 3,776,680 31,540 0.84 191,557 -13.58 0.0375
2020-08-13 2020-06-30 13F EVERGY COM 30034W106 3,745,140 34,978 0.94 221,650 8.72 0.0474
2020-05-14 2020-03-31 13F EVERGY COM 30034W106 3,710,162 100,285 2.78 203,863 -13.06 0.0531
2020-02-20 2019-12-31 13F/A-1 EVERGY COM 30034W106 3,609,877 137,650 3.96 234,490 1.63 0.0490
2020-02-13 2019-12-31 13F EVERGY COM 30034W106 3,609,877 137,650 234,490 29,883.6945
2019-11-12 2019-09-30 13F EVERGY COM 30034W106 3,472,227 -60,243 -1.71 230,737 8.78 0.0538
2019-08-14 2019-06-30 13F EVERGY COM 30034W106 3,532,470 -81,195 -2.25 212,110 1.29 0.0513
2019-05-14 2019-03-31 13F EVERGY COM 30034W106 3,613,665 88,260 2.50 209,410 4.81 0.0543
2019-03-06 2018-12-31 13F/A-1 EVERGY COM 30034W106 3,525,405 212,498 6.41 199,800 10.02 0.0618
2019-02-13 2018-12-31 13F EVERGY COM 30034W106 3,525,405 212,498 199,800
2018-11-13 2018-09-30 13F EVERGY COM 30034W106 3,312,907 42,352 1.29 181,602 -0.94 0.0512
2018-08-14 2018-06-30 13F EVERGY COM 30034W106 3,270,555 3,270,555 183,323 0.0564
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.