Evergy, Inc.
US ˙ NasdaqGS ˙ US30034W1062

SecurityEVRG / Evergy, Inc.
InstitutionCapital Analysts, Inc.
Latest Disclosed Ownership184 shares
Latest Disclosed Value $ 15
Capital Analysts, Inc. reports 8.24% increase in ownership of EVRG / Evergy, Inc.

On May 14, 2026 - Capital Analysts, Inc. filed a 13F-HR form disclosing ownership of 184 shares of Evergy, Inc. (US:EVRG) valued at $15,073 USD as of March 31, 2026. The entity filed a previous 13F-HR/A on May 15, 2026 disclosing 170 shares of Evergy, Inc.. The current value of the position is $14,917 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)
2026-05-14 2026-03-31 13F EVERGY COM 30034W106 184 14 8.24 0 0.0004
2026-05-15 2025-12-31 13F/A-1 EVERGY COM 30034W106 170 0 0.00 0 0.0003
2026-02-11 2025-12-31 13F EVERGY COM 30034W106 170 0 0 0.0004
2025-11-14 2025-09-30 13F EVERGY COM 30034W106 170 2 1.19 0 0.0004
2025-08-13 2025-06-30 13F EVERGY COM 30034W106 168 2 1.20 0 0.0004
2025-05-14 2025-03-31 13F EVERGY COM 30034W106 166 148 822.22 0 0.0004
2025-02-14 2024-12-31 13F EVERGY COM 30034W106 18 -69 -79.31 0 0.0000
2024-11-13 2024-09-30 13F EVERGY COM 30034W106 87 0 0.00 0 0.0002
2024-08-14 2024-06-30 13F EVERGY COM 30034W106 87 13 17.57 0 0.0002
2024-05-14 2024-03-31 13F EVERGY COMUS FIXED INC BAL 30034W106 74 1 1.37 0 0.0002
2024-01-30 2023-12-31 13F EVERGY COM 30034W106 73 -87 -54.38 0 0.0002
2023-11-13 2023-09-30 13F EVERGY COM 30034W106 160 87 119.18 0 0.0004
2023-08-11 2023-06-30 13F EVERGY COM 30034W106 73 0 0.00 0 0.0002
2023-05-05 2023-03-31 13F EVERGY COM 30034W106 73 -129 -63.86 0 0.0002
2023-02-08 2022-12-31 13F EVERGY COM 30034W106 202 99 96.12 0 0.0008
2022-11-14 2022-09-30 13F EVERGY COM 30034W106 103 31 43.06 0 0.0004
2022-08-12 2022-06-30 13F EVERGY COM 30034W106 72 -1 -1.37 0 0.0003
2022-05-12 2022-03-31 13F EVERGY COM 30034W106 73 0 0.00 0 0.0003
2022-02-10 2021-12-31 13F EVERGY COM 30034W106 73 0 0.00 0 0.0003
2021-11-04 2021-09-30 13F EVERGY COM 30034W106 73 0 0.00 0 0.0003
2021-11-15 2021-06-30 13F/A-1 EVERGY COM 30034W106 73 0 0.00 0 0.0003
2021-08-05 2021-06-30 13F EVERGY COM 30034W106 216 143 0 0.0008
2021-05-17 2021-03-31 13F EVERGY COM 30034W106 73 -47,286 -99.85 0 -100.00 0.0003
2021-02-16 2020-12-31 13F EVERGY COM 30034W106 47,359 1,677 3.67 3 0.00 0.2308
2020-11-12 2020-09-30 13F EVERGY COM 30034W106 45,682 -712 -1.53 2 -99.93 0.2206
2020-08-07 2020-06-30 13F EVERGY COM 30034W106 46,394 -436 -0.93 2,751 6.71 0.2890
2020-05-08 2020-03-31 13F EVERGY COM 30034W106 46,830 -2,654 -5.36 2,578 -19.96 0.3164
2020-02-12 2019-12-31 13F EVERGY COM 30034W106 49,484 -512 -1.02 3,221 -3.19 0.3184
2019-11-12 2019-09-30 13F EVERGY COM 30034W106 49,996 -36 -0.07 3,327 10.57 0.3516
2019-08-13 2019-06-30 13F EVERGY COM 30034W106 50,032 -905 -1.78 3,009 1.79 0.3277
2019-05-13 2019-03-31 13F EVERGY COM 30034W106 50,937 -1,682 -3.20 2,956 -1.04 0.3417
2019-02-13 2018-12-31 13F EVERGY COM 30034W106 52,619 -2,185 -3.99 2,987 -0.76 0.3924
2018-11-07 2018-09-30 13F/A-1 EVERGY COM 30034W106 54,804 -1,038 -1.86 3,010 -4.02 0.3432
2018-11-07 2018-09-30 13F EVERGY COM 30034W106 54,804 -1,038 3,010
2018-11-07 2018-06-30 13F/A-1 EVERGY COM 30034W106 55,842 55,842 3,136 0.3733
2018-08-03 2018-06-30 13F EVERGY COM 30034W106 55,842 3,136
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.