Evergy, Inc.
US ˙ NasdaqGS ˙ US30034W1062

SecurityEVRG / Evergy, Inc.
InstitutionCaptrust Financial Advisors
Latest Disclosed Ownership125,755 shares
Latest Disclosed Value $ 10,301,592
Captrust Financial Advisors reports 24.09% decrease in ownership of EVRG / Evergy, Inc.

On May 14, 2026 - Captrust Financial Advisors filed a 13F-HR form disclosing ownership of 125,755 shares of Evergy, Inc. (US:EVRG) valued at $10,301,850 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 165,668 shares of Evergy, Inc.. This represents a change in shares of -24.09% during the quarter. The current value of the position is $10,298,077 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 INC COM Stock 30034W106 125,755 -39,913 -24.09 10,302 -14.22 0.0178
2026-02-17 2025-12-31 13F EVERGY INC COM Stock 30034W106 165,668 -407,591 -71.10 12,009 -72.44 0.0228
2025-11-19 2025-09-30 13F EVERGY INC COM Stock 30034W106 573,259 -2,695 -0.47 43,579 9.77 0.0889
2025-08-15 2025-06-30 13F EVERGY INC COM Stock 30034W106 575,954 -564,006 -49.48 39,700 -49.49 0.0886
2025-05-15 2025-03-31 13F EVERGY INC COM Stock 30034W106 1,139,960 26,422 2.37 78,600 14.68 0.1972
2025-02-14 2024-12-31 13F EVERGY INC COM Stock 30034W106 1,113,538 447,558 67.20 68,538 65.96 0.1958
2024-11-14 2024-09-30 13F EVERGY INC COM Stock 30034W106 665,980 24,012 3.74 41,297 21.44 0.1225
2024-08-15 2024-06-30 13F EVERGY INC COM Stock 30034W106 641,968 33,106 5.44 34,005 4.63 0.1094
2024-05-15 2024-03-31 13F EVERGY INC COM Stock 30034W106 608,862 115,659 23.45 32,501 26.24 0.1194
2024-02-14 2023-12-31 13F EVERGY INC COM Stock 30034W106 493,203 -100,654 -16.95 25,745 -14.49 0.0886
2023-11-15 2023-09-30 13F EVERGY INC COM Stock 30034W106 593,857 21,290 3.72 30,109 -9.99 0.1151
2023-08-15 2023-06-30 13F EVERGY INC COM Stock 30034W106 572,567 45,509 8.63 33,449 3.84 0.1319
2023-05-15 2023-03-31 13F EVERGY INC COM Stock 30034W106 527,058 -118,535 -18.36 32,214 -20.71 0.1415
2023-02-15 2022-12-31 13F EVERGY INC COM Stock 30034W106 645,593 204,579 46.39 40,627 55.09 0.2045
2022-11-16 2022-09-30 13F EVERGY INC COM Stock 30034W106 441,014 133,555 43.44 26,196 30.58 0.1525
2022-08-23 2022-06-30 13F/A-1 EVERGY INC COM Common Stock 30034W106 307,459 62,829 25.68 20,062 20.00 0.1294
2022-08-16 2022-06-30 13F EVERGY INC COM COM 30034W106 317,879 73,249 20,742 0.1505
2022-05-16 2022-03-31 13F EVERGY COM 30034W106 244,630 36,059 17.29 16,718 16.83 0.1082
2022-02-14 2021-12-31 13F EVERGY INC COM Common Stock 30034W106 208,571 13,193 6.75 14,310 17.75 0.0981
2021-11-16 2021-09-30 13F EVERGY INC COM Common Stock 30034W106 195,378 25,955 15.32 12,153 18.70 0.1010
2021-08-16 2021-06-30 13F EVERGY INC COM Common Stock 30034W106 169,423 15,077 9.77 10,238 11.43 0.0954
2021-05-17 2021-03-31 13F EVERGY INC COM Common Stock 30034W106 154,346 18,145 13.32 9,188 21.52 0.0994
2021-02-16 2020-12-31 13F EVERGY INC COM Common Stock 30034W106 136,201 497 0.37 7,561 9.64 0.1002
2020-11-17 2020-09-30 13F EVERGY INC COM Common Stock 30034W106 135,704 5,977 4.61 6,896 -12.87 0.1144
2020-08-14 2020-06-30 13F EVERGY INC COM Common Stock 30034W106 129,727 119,192 1,131.39 7,915 1,352.29 0.1304
2020-05-15 2020-03-31 13F EVERGY INC COM Common Stock 30034W106 10,535 -2,481 -19.06 545 -34.02 0.0120
2020-02-14 2019-12-31 13F EVERGY COM 30034W106 13,016 4,771 57.87 826 50.46 0.0130
2019-11-14 2019-09-30 13F EVERGY INC COM Common Stock 30034W106 8,245 70 0.86 549 11.59 0.0193
2019-08-13 2019-06-30 13F EVERGY INC COM Common Stock 30034W106 8,175 54 0.66 492 4.46 0.0182
2019-05-15 2019-03-31 13F EVERGY INC COM Common Stock 30034W106 8,121 -17 -0.21 471 1.95 0.0191
2019-02-13 2018-12-31 13F EVERGY INC COM Common Stock 30034W106 8,138 1,139 16.27 462 20.31 0.0248
2018-11-15 2018-09-30 13F EVERGY INC COM Common Stock 30034W106 6,999 6,827 3,969.19 384 3,740.00 0.0172
2018-08-13 2018-06-30 13F EVERGY INC COM Common Stock 30034W106 172 172 10 0.0006
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.