Evergy, Inc.
US ˙ NasdaqGS ˙ US30034W1062

SecurityEVRG / Evergy, Inc.
InstitutionAdvisory Services Network, LLC
Latest Disclosed Ownership27,478 shares
Latest Disclosed Value $ 2,250,966
Advisory Services Network, LLC reports 3.86% increase in ownership of EVRG / Evergy, Inc.

On May 15, 2026 - Advisory Services Network, LLC filed a 13F-HR form disclosing ownership of 27,478 shares of Evergy, Inc. (US:EVRG) valued at $2,250,998 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 26,457 shares of Evergy, Inc.. This represents a change in shares of 3.86% during the quarter. The current value of the position is $2,250,173 USD.

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 Stock 30034W106 27,478 1,021 3.86 2,251 17.37 0.0208
2026-02-17 2025-12-31 13F EVERGY Stock 30034W106 26,457 -464 -1.72 1,918 -6.30 0.0271
2025-11-18 2025-09-30 13F EVERGY Stock 30034W106 26,921 8,100 43.04 2,047 53.60 0.0300
2025-08-19 2025-06-30 13F EVERGY Stock 30034W106 18,821 8,682 85.63 1,333 90.56 0.0214
2025-05-15 2025-03-31 13F EVERGY Stock 30034W106 10,139 734 7.80 699 20.93 0.0134
2025-02-13 2024-12-31 13F EVERGY Stock 30034W106 9,405 5,603 147.37 579 187.56 0.0108
2024-11-14 2024-09-30 13F EVERGY Stock 30034W106 3,802 0 0.00 201 0.00 0.0042
2024-08-13 2024-06-30 13F EVERGY Stock 30034W106 3,802 3,802 201 0.0042
2024-05-06 2024-03-31 13F EVERGY Stock 30034W106 0 -4,898 -100.00 0 -100.00
2024-02-09 2023-12-31 13F EVERGY Stock 30034W106 4,898 -21 -0.43 256 2.41 0.0062
2023-11-14 2023-09-30 13F EVERGY Stock 30034W106 4,919 -571 -10.40 249 -22.19 0.0067
2023-08-09 2023-06-30 13F EVERGY Stock 30034W106 5,490 341 6.62 321 1.91 0.0085
2023-05-17 2023-03-31 13F EVERGY Stock 30034W106 5,149 -544 -9.56 315 -12.29 0.0087
2023-02-13 2022-12-31 13F EVERGY Stock 30034W106 5,693 333 6.21 358 12.23 0.0110
2022-11-14 2022-09-30 13F EVERGY Stock 30034W106 5,360 -65 -1.20 319 -9.89 0.0113
2022-08-02 2022-06-30 13F EVERGY Stock 30034W106 5,425 97 1.82 354 -2.48 0.0121
2022-05-23 2022-03-31 13F EVERGY Stock 30034W106 5,328 -494 -8.49 363 -9.25 0.0107
2022-02-14 2021-12-31 13F EVERGY Stock 30034W106 5,822 599 11.47 400 23.08 0.0115
2021-11-05 2021-09-30 13F EVERGY Stock 30034W106 5,223 0 0.00 325 2.85 0.0103
2021-08-12 2021-06-30 13F EVERGY Stock 30034W106 5,223 500 10.59 316 12.46 0.0100
2021-05-24 2021-03-31 13F EVERGY Stock 30034W106 4,723 0 0.00 281 7.25 0.0104
2021-02-09 2020-12-31 13F EVERGY Stock 30034W106 4,723 -2,300 -32.75 262 -26.61 0.0105
2020-11-16 2020-09-30 13F EVERGY Stock 30034W106 7,023 1,971 39.01 357 19.00 0.0168
2020-08-10 2020-06-30 13F EVERGY Stock 30034W106 5,052 279 5.85 300 14.07 0.0165
2020-05-15 2020-03-31 13F EVERGY Stock 30034W106 4,773 -1,500 -23.91 263 -35.54 0.0172
2020-02-04 2019-12-31 13F EVERGY Stock 30034W106 6,273 -302 -4.59 408 3.03 0.0215
2019-11-04 2019-09-30 13F EVERGY Stock 30034W106 6,575 0 0.00 396 0.00 0.0243
2019-08-01 2019-06-30 13F EVERGY Stock 30034W106 6,575 -167 -2.48 396 1.02 0.0243
2019-05-20 2019-03-31 13F EVERGY Stock 30034W106 6,742 433 6.86 392 9.50 0.0275
2019-02-15 2018-12-31 13F EVERGY Stock 30034W106 6,309 -275 -4.18 358 -1.10 0.0312
2018-11-02 2018-09-30 13F EVERGY Stock 30034W106 6,584 6,584 362 0.0264
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.