Evergy, Inc.
MX ˙ BMV ˙ US30034W1062
SecurityMX:EVRG / Evergy, Inc.
InstitutionVictory Capital Management Inc
Latest Disclosed Ownership1,435,064 shares
Latest Disclosed Value $ 117,560,443
Victory Capital Management Inc reports 3.78% decrease in ownership of EVRG / Evergy, Inc.

On May 15, 2026 - Victory Capital Management Inc filed a 13F-HR form disclosing ownership of 1,435,064 shares of Evergy, Inc. (MX:EVRG) valued at $117,560,443 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 1,491,407 shares of Evergy, Inc.. This represents a change in shares of -3.78% 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 1,435,064 -56,343 -3.78 117,560 8.74 0.0564
2026-02-13 2025-12-31 13F EVERGY COM 30034W106 1,491,407 -96,350 -6.07 108,112 -10.43 0.0610
2025-11-12 2025-09-30 13F EVERGY COM 30034W106 1,587,757 -160,973 -9.21 120,701 0.13 0.0706
2025-08-13 2025-06-30 13F EVERGY COM 30034W106 1,748,730 69,158 4.12 120,540 4.09 0.0777
2025-05-02 2025-03-31 13F EVERGY COM 30034W106 1,679,572 229,114 15.80 115,806 29.72 0.1185
2025-02-06 2024-12-31 13F EVERGY COM 30034W106 1,450,458 297,535 25.81 89,276 24.87 0.0878
2024-11-05 2024-09-30 13F EVERGY COM 30034W106 1,152,923 -25,366 -2.15 71,493 14.55 0.0689
2024-08-05 2024-06-30 13F EVERGY COM 30034W106 1,178,289 388,625 49.21 62,414 48.07 0.0626
2024-05-03 2024-03-31 13F EVERGY COM 30034W106 789,664 -172,025 -17.89 42,152 -16.03 0.0412
2024-02-05 2023-12-31 13F EVERGY COM 30034W106 961,689 -22,074 -2.24 50,200 0.65 0.0528
2023-11-06 2023-09-30 13F EVERGY COM 30034W106 983,763 -119,431 -10.83 49,877 -22.61 0.0573
2023-07-27 2023-06-30 13F EVERGY COM 30034W106 1,103,194 -350,500 -24.11 64,449 -27.46 0.0709
2023-05-02 2023-03-31 13F EVERGY COM 30034W106 1,453,694 -98,069 -6.32 88,850 -9.01 0.0998
2023-04-25 2022-12-31 13F/A-3 EVERGY COM 30034W106 1,551,763 -87,102 -5.31 97,652 0.31 0.1124
2023-03-10 2022-12-31 13F/A-2 EVERGY COM 30034W106 1,551,763 -87,102 97,652 0.1066
2023-02-10 2022-12-31 13F/A-1 EVERGY COM 30034W106 1,551,763 -87,102 97,652 0.0674
2023-02-09 2022-12-31 13F EVERGY COM 30034W106 1,504,441 -134,424 94,290 0.0641
2022-11-02 2022-09-30 13F EVERGY COM 30034W106 1,638,865 -49,711 -2.94 97,348 -11.65 0.1136
2022-08-01 2022-06-30 13F EVERGY COM 30034W106 1,688,576 162,870 10.68 110,180 6.37 0.1255
2022-05-04 2022-03-31 13F EVERGY COM 30034W106 1,525,706 470,761 44.62 103,580 43.11 0.1036
2022-02-07 2021-12-31 13F EVERGY COM 30034W106 1,054,945 138,708 15.14 72,380 27.00 0.0666
2021-11-02 2021-09-30 13F EVERGY COM 30034W106 916,237 127,750 16.20 56,990 19.61 0.0558
2021-08-03 2021-06-30 13F EVERGY COM 30034W106 788,487 92,839 13.35 47,648 15.06 0.0457
2021-05-04 2021-03-31 13F EVERGY COM 30034W106 695,648 22,827 3.39 41,412 10.88 0.0424
2021-02-01 2020-12-31 13F EVERGY COM 30034W106 672,821 13,354 2.02 37,348 11.44 0.0416
2020-11-09 2020-09-30 13F Evergy COM 30034W106 659,467 98,393 17.54 33,514 0.75 0.0430
2020-08-07 2020-06-30 13F EVERGY COM 30034W106 561,074 -135,696 -19.48 33,266 -13.27 0.0450
2020-05-12 2020-03-31 13F/A-1 EVERGY COM 30034W106 696,770 -212,866 -23.40 38,357 -35.22 0.0643
2020-05-04 2020-03-31 13F EVERGY COM 30034W106 696,770 -212,866 38,357 41,977.8388
2020-02-06 2019-12-31 13F/A-1 EVERGY COM 30034W106 909,636 -34,728 -3.68 59,208 -5.81 0.0719
2020-02-04 2019-12-31 13F EVERGY COM 30034W106 875,369 -68,995 63,167 75,717.6921
2019-11-12 2019-09-30 13F EVERGY COM 30034W106 944,364 519,730 122.39 62,857 146.09 0.0809
2019-08-15 2019-06-30 13F EVERGY COM 30034W106 424,634 15,509 3.79 25,542 7.55 0.0515
2019-05-03 2019-03-31 13F EVERGY Common Stock 30034W106 409,125 205,627 101.05 23,750 105.57 0.0540
2019-05-02 2018-12-31 13F/A-1 EVERGY COM 30034W106 203,498 -78,275 -27.78 11,553 -25.34 0.0290
2019-02-05 2018-12-31 13F EVERGY COM 30034W106 203,498 -78,275 11,553
2018-11-01 2018-09-30 13F EVERGY COM 30034W106 281,773 -314,960 -52.78 15,475 -53.82 0.0319
2018-08-02 2018-06-30 13F EVERGY COM 30034W106 596,733 596,733 33,507 0.0713
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.