Evergy, Inc.
MX ˙ BMV ˙ US30034W1062
SecurityMX:EVRG / Evergy, Inc.
InstitutionHeritage Wealth Advisors
Latest Disclosed Ownership658 shares
Latest Disclosed Value $ 53,903
Heritage Wealth Advisors ownership in EVRG / Evergy, Inc.

On May 13, 2026 - Heritage Wealth Advisors filed a 13F-HR form disclosing ownership of 658 shares of Evergy, Inc. (MX:EVRG) valued at $53,903 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 658 shares of Evergy, Inc.. This represents a change in shares of 0.00% 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 658 0 0.00 54 12.77 0.0021
2026-02-13 2025-12-31 13F Evergy COM 30034W106 658 0 0.00 48 -6.00 0.0018
2025-11-13 2025-09-30 13F Evergy COM 30034W106 658 0 0.00 50 11.11 0.0022
2025-08-11 2025-06-30 13F Evergy COM 30034W106 658 0 0.00 45 0.00 0.0022
2025-05-08 2025-03-31 13F Evergy COM 30034W106 658 0 0.00 45 12.50 0.0023
2025-02-12 2024-12-31 13F Evergy COM 30034W106 658 0 0.00 40 0.00 0.0020
2024-11-12 2024-09-30 13F Evergy COM 30034W106 658 0 0.00 41 17.65 0.0019
2024-12-12 2024-06-30 13F/A-1 Evergy COM 30034W106 658 0 0.00 35 -2.86 0.0016
2024-08-06 2024-06-30 13F Evergy COM 30034W106 658 0 35 0.0016
2024-12-12 2024-03-31 13F/A-1 Evergy COM 30034W106 658 -142 -17.75 35 -14.63 0.0016
2024-05-08 2024-03-31 13F Evergy COM 30034W106 658 -142 35 0.0016
2024-12-12 2023-12-31 13F/A-1 Evergy COM 30034W106 800 0 0.00 42 2.50 0.0021
2024-02-12 2023-12-31 13F Evergy COM 30034W106 859 59 45 0.0022
2024-12-12 2023-09-30 13F/A-1 Evergy COM 30034W106 800 0 0.00 41 -13.04 0.0022
2023-11-09 2023-09-30 13F Evergy COM 30034W106 800 0 41 0.0022
2024-12-12 2023-06-30 13F/A-1 Evergy COM 30034W106 800 0 0.00 47 -4.17 0.0025
2023-08-09 2023-06-30 13F Evergy COM 30034W106 800 0 47 0.0025
2023-05-04 2023-03-31 13F Evergy COM 30034W106 800 0 0.00 49 -4.00 0.0027
2024-12-12 2022-12-31 13F/A-1 Evergy COM 30034W106 800 0 0.00 50 6.38 0.0029
2023-02-07 2022-12-31 13F Evergy COM 30034W106 800 0 50 0.0029
2024-12-12 2022-09-30 13F/A-1 Evergy COM 30034W106 800 0 0.00 48 0.0034
2022-11-10 2022-09-30 13F Evergy COM 30034W106 800 0 0 0.0035
2022-08-04 2022-06-30 13F Evergy COM 30034W106 800 142 21.58 0 0.0036
2022-05-11 2022-03-31 13F Evergy COM 30034W106 658 0 0.00 0 0.0025
2022-03-28 2021-12-31 13F/A-1 Evergy COM 30034W106 658 0 0.00 0 -100.00 0.0025
2022-02-02 2021-12-31 13F Evergy COM 30034W106 658 0 45 0.0025
2021-11-02 2021-09-30 13F Evergy COM 30034W106 658 -290 -30.59 41 -29.82 0.0025
2021-08-09 2021-06-30 13F/A-1 Evergy COM 30034W106 948 0 0.00 57 1.79 0.0035
2021-07-27 2021-06-30 13F Evergy COM 30034W106 948 0 53 0.0033
2021-04-27 2021-03-31 13F Evergy COM 30034W106 948 0 0.00 56 5.66 0.0034
2021-02-01 2020-12-31 13F Evergy COM 30034W106 948 -194 -16.99 53 -8.62 0.0033
2020-11-03 2020-09-30 13F Evergy COM 30034W106 1,142 0 0.00 58 -13.43 0.0075
2020-07-17 2020-06-30 13F/A-1 Evergy COM 30034W106 1,142 0 0.00 68 8.06 0.0095
2020-07-17 2020-06-30 13F Evergy COM 30034W106 1,125 -17 67 9,375.9402
2020-05-05 2020-03-31 13F Evergy COM 30034W106 1,142 0 0.00 63 -16.22 0.0113
2020-02-04 2019-12-31 13F Evergy COM 30034W106 1,142 0 0.00 74 -2.63 0.0098
2019-10-30 2019-09-30 13F Evergy COM 30034W106 1,142 -236 -17.13 76 -7.32 0.0112
2019-08-05 2019-06-30 13F Evergy COM 30034W106 1,378 0 0.00 83 3.80 0.0127
2019-05-06 2019-03-31 13F Evergy COM 30034W106 1,378 224 19.41 80 21.54 0.0131
2019-01-26 2018-12-31 13F Evergy COM 30034W106 1,154 0 0.00 65 3.17 0.0127
2018-11-14 2018-09-30 13F Evergy COM 30034W106 1,154 1,154 63 0.0123
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.