Evergy, Inc.
US ˙ NasdaqGS ˙ US30034W1062

SecurityEVRG / Evergy, Inc.
InstitutionCI Private Wealth, LLC
Latest Disclosed Ownership69,694 shares
Latest Disclosed Value $ 5,625,212
CI Private Wealth, LLC reports 13.35% increase in ownership of EVRG / Evergy, Inc.

On May 15, 2026 - CI Private Wealth, LLC filed a 13F-HR form disclosing ownership of 69,694 shares of Evergy, Inc. (US:EVRG) valued at $5,709,332 USD as of March 31, 2026. The entity filed a previous 13F-HR/A on March 9, 2026 disclosing 61,487 shares of Evergy, Inc.. This represents a change in shares of 13.35% during the quarter. The current value of the position is $5,707,242 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 COM 30034W106 69,694 8,207 13.35 5,625 26.21 0.0080
2026-03-09 2025-12-31 13F/A-1 EVERGY COM 30034W106 61,487 6,455 11.73 4,458 6.55 0.0061
2026-02-19 2025-12-31 13F EVERGY COM 30034W106 99,355 44,323 4,228 0.0016
2025-11-14 2025-09-30 13F EVERGY COM 30034W106 55,032 5,929 12.07 4,184 23.61 0.0066
2025-09-26 2025-06-30 13F/A-1 EVERGY COM 30034W106 49,103 90 0.18 3,385 0.15 0.0045
2025-08-15 2025-06-30 13F EVERGY COM 30034W106 49,453 440 3,409 0.0028
2025-05-14 2025-03-31 13F EVERGY COM 30034W106 49,013 4,098 9.12 3,380 22.25 0.0055
2025-02-10 2024-12-31 13F EVERGY COM 30034W106 44,915 1,131 2.58 2,765 1.80 0.0046
2024-11-12 2024-09-30 13F EVERGY COM 30034W106 43,784 880 2.05 2,715 19.50 0.0042
2024-08-13 2024-06-30 13F EVERGY COM 30034W106 42,904 -3,505 -7.55 2,273 -8.28 0.0040
2024-05-09 2024-03-31 13F EVERGY COM 30034W106 46,409 10,607 29.63 2,477 32.60 0.0044
2024-02-09 2023-12-31 13F EVERGY COM 30034W106 35,802 1,408 4.09 1,869 7.17 0.0034
2023-11-03 2023-09-30 13F EVERGY COM 30034W106 34,394 -1,498 -4.17 1,744 -16.84 0.0040
2023-08-10 2023-06-30 13F EVERGY COM 30034W106 35,892 207 0.58 2,097 -3.85 0.0048
2023-05-15 2023-03-31 13F EVERGY COM 30034W106 35,685 7,130 24.97 2,181 21.31 0.0059
2023-02-15 2022-12-31 13F EVERGY COM 30034W106 28,555 28,555 1,797 0.0065
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.