Evergy, Inc.
MX ˙ BMV ˙ US30034W1062
SecurityMX:EVRG / Evergy, Inc.
InstitutionLPL Financial LLC
Latest Disclosed Ownership197,638 shares
Latest Disclosed Value $ 16,190,512
LPL Financial LLC reports 1.07% increase in ownership of EVRG / Evergy, Inc.

On May 6, 2026 - LPL Financial LLC filed a 13F-HR form disclosing ownership of 197,638 shares of Evergy, Inc. (MX:EVRG) valued at $16,190,512 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 11, 2026 disclosing 195,552 shares of Evergy, Inc.. This represents a change in shares of 1.07% 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)
2026-05-06 2026-03-31 13F EVERGY COM 30034W106 197,638 2,086 1.07 16,191 14.22 0.0043
2026-02-11 2025-12-31 13F EVERGY COM 30034W106 195,552 2,635 1.37 14,176 -3.34 0.0039
2025-11-12 2025-09-30 13F EVERGY COM 30034W106 192,917 9,531 5.20 14,666 16.02 0.0043
2025-08-12 2025-06-30 13F EVERGY COM 30034W106 183,386 12,507 7.32 12,641 7.28 0.0042
2025-05-07 2025-03-31 13F EVERGY COM 30034W106 170,879 7,094 4.33 11,782 16.88 0.0046
2025-02-11 2024-12-31 13F EVERGY COM 30034W106 163,785 -12,653 -7.17 10,081 -7.86 0.0041
2024-11-08 2024-09-30 13F EVERGY COM 30034W106 176,438 47,090 36.41 10,941 59.68 0.0049
2024-08-07 2024-06-30 13F EVERGY COM 30034W106 129,348 13,475 11.63 6,852 10.77 0.0034
2024-05-10 2024-03-31 13F EVERGY COM 30034W106 115,873 5,642 5.12 6,185 7.49 0.0033
2024-02-14 2023-12-31 13F EVERGY COM 30034W106 110,231 32,163 41.20 5,754 45.38 0.0035
2023-11-13 2023-09-30 13F EVERGY COM 30034W106 78,068 11,276 16.88 3,958 1.46 0.0028
2023-07-31 2023-06-30 13F EVERGY COM 30034W106 66,792 1,973 3.04 3,902 -1.51 0.0028
2023-05-10 2023-03-31 13F EVERGY COM 30034W106 64,819 -59 -0.09 3,962 -2.96 0.0031
2023-02-07 2022-12-31 13F EVERGY COM 30034W106 64,878 3,881 6.36 4,083 12.67 0.0035
2022-11-14 2022-09-30 13F EVERGY COM 30034W106 60,997 2,783 4.78 3,623 -4.61 0.0035
2022-08-12 2022-06-30 13F EVERGY COM 30034W106 58,214 -14,436 -19.87 3,798 -23.50 0.0036
2022-05-16 2022-03-31 13F EVERGY COM 30034W106 72,650 4,916 7.26 4,965 6.84 0.0043
2022-02-14 2021-12-31 13F EVERGY COM 30034W106 67,734 2,856 4.40 4,647 15.17 0.0039
2021-11-15 2021-09-30 13F EVERGY COM 30034W106 64,878 -804 -1.22 4,035 1.66 0.0038
2021-08-13 2021-06-30 13F EVERGY COM 30034W106 65,682 2,836 4.51 3,969 6.09 0.0040
2021-05-14 2021-03-31 13F EVERGY COM 30034W106 62,846 -4,693 -6.95 3,741 -0.21 0.0043
2021-02-12 2020-12-31 13F EVERGY COM 30034W106 67,539 18,860 38.74 3,749 51.54 0.0049
2020-11-09 2020-09-30 13F EVERGY COM 30034W106 48,679 6,022 14.12 2,474 -2.17 0.0039
2020-08-13 2020-06-30 13F EVERGY COM 30034W106 42,657 -5,969 -12.28 2,529 -5.53 0.0044
2020-05-14 2020-03-31 13F EVERGY COM 30034W106 48,626 -175 -0.36 2,677 -15.71 0.0058
2020-02-14 2019-12-31 13F EVERGY COM 30034W106 48,801 7,366 17.78 3,176 15.16 0.0058
2019-11-13 2019-09-30 13F EVERGY COM 30034W106 41,435 1,139 2.83 2,758 13.78 0.0056
2019-08-09 2019-06-30 13F EVERGY COM 30034W106 40,296 4,625 12.97 2,424 17.04 0.0052
2019-05-08 2019-03-31 13F EVERGY COM 30034W106 35,671 -4,799 -11.86 2,071 -9.84 0.0047
2019-02-07 2018-12-31 13F EVERGY COM 30034W106 40,470 1,315 3.36 2,297 6.84 0.0061
2018-11-14 2018-09-30 13F EVERGY COM 30034W106 39,155 -4,381 -10.06 2,150 -12.07 0.0052
2018-08-14 2018-06-30 13F EVERGY COM 30034W106 43,536 43,536 2,445 0.0064
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.