Evergy, Inc.
MX ˙ BMV ˙ US30034W1062
SecurityMX:EVRG / Evergy, Inc.
InstitutionJustInvest LLC
Latest Disclosed Ownership54,037 shares
Latest Disclosed Value $ 4,426,711
JustInvest LLC reports 0.29% increase in ownership of EVRG / Evergy, Inc.

On May 14, 2026 - JustInvest LLC filed a 13F-HR form disclosing ownership of 54,037 shares of Evergy, Inc. (MX:EVRG) valued at $4,426,711 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 53,881 shares of Evergy, Inc.. This represents a change in shares of 0.29% 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)
2026-05-14 2026-03-31 13F EVERGY COM 30034W106 54,037 156 0.29 4,427 13.34 0.0434
2026-02-13 2025-12-31 13F EVERGY COM 30034W106 53,881 -2,004 -3.59 3,906 -8.12 0.0381
2025-10-31 2025-09-30 13F EVERGY COM 30034W106 55,885 2,822 5.32 4,250 16.15 0.0435
2025-07-25 2025-06-30 13F EVERGY COM 30034W106 53,063 2,841 5.66 3,659 5.69 0.0413
2025-05-14 2025-03-31 13F EVERGY COM 30034W106 50,222 1,514 3.11 3,463 15.52 0.0511
2025-02-10 2024-12-31 13F EVERGY COM 30034W106 48,708 7,079 17.00 2,998 16.12 0.0453
2024-11-12 2024-09-30 13F EVERGY COM 30034W106 41,629 7,578 22.25 2,581 44.03 0.0416
2024-08-12 2024-06-30 13F EVERGY COM 30034W106 34,051 7,484 28.17 1,792 26.38 0.0341
2024-05-09 2024-03-31 13F EVERGY COM 30034W106 26,567 3,457 14.96 1,418 17.58 0.0304
2024-02-08 2023-12-31 13F EVERGY COM 30034W106 23,110 6,593 39.92 1,206 44.09 0.0313
2023-11-08 2023-09-30 13F EVERGY COM 30034W106 16,517 -824 -4.75 837 -17.37 0.0250
2023-07-28 2023-06-30 13F EVERGY COM 30034W106 17,341 5,362 44.76 1,013 38.39 0.0310
2023-05-10 2023-03-31 13F EVERGY COM 30034W106 11,979 3,380 39.31 732 35.30 0.0254
2023-02-10 2022-12-31 13F EVERGY COM 30034W106 8,599 -2,377 -21.66 541 -17.02 0.0223
2022-11-14 2022-09-30 13F EVERGY COM 30034W106 10,976 2,110 23.80 652 12.61 0.0295
2022-08-12 2022-06-30 13F/A-1 EVERGY COM 30034W106 8,866 894 11.21 579 6.24 0.0268
2022-08-09 2022-06-30 13F EVERGY COM 30034W106 8,866 894 579 0.0268
2022-05-16 2022-03-31 13F EVERGY COM 30034W106 7,972 126 1.61 545 1.30 0.0264
2022-02-23 2021-12-31 13F EVERGY COM 30034W106 7,846 1,315 20.13 538 32.51 0.0317
2021-11-09 2021-09-30 13F EVERGY COM 30034W106 6,531 346 5.59 406 8.56 0.0365
2021-08-11 2021-06-30 13F/A-1 EVERGY COM 30034W106 6,185 1,789 40.70 374 42.75 0.0392
2021-07-21 2021-06-30 13F EVERGY COM 30034W106 4,396 0 262 0.0399
2021-04-28 2021-03-31 13F EVERGY COM 30034W106 4,396 4,396 262 0.0397
2020-07-27 2020-06-30 13F EVERGY COM 30034W106 0 -7,204 -100.00 0 -100.00
2020-05-13 2020-03-31 13F EVERGY COM 30034W106 7,204 7,204 397 0.2315
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.