Evergy, Inc.
US ˙ NasdaqGS ˙ US30034W1062

SecurityEVRG / Evergy, Inc.
InstitutionCitigroup Inc
Latest Disclosed Ownership265,222 shares
Latest Disclosed Value $ 21,726,999
Citigroup Inc reports 31.86% decrease in ownership of EVRG / Evergy, Inc.

On May 11, 2026 - Citigroup Inc filed a 13F-HR form disclosing ownership of 265,222 shares of Evergy, Inc. (US:EVRG) valued at $21,726,986 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 389,219 shares of Evergy, Inc.. This represents a change in shares of -31.86% during the quarter. The current value of the position is $21,719,030 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)
2026-05-11 2026-03-31 13F EVERGY COM 30034W106 265,222 -123,997 -31.86 21,727 -23.00 0.0047
2026-02-13 2025-12-31 13F EVERGY COM 30034W106 389,219 45,138 13.12 28,214 7.86 0.0125
2025-11-10 2025-09-30 13F EVERGY COM 30034W106 344,081 64,714 23.16 26,157 35.84 0.0117
2025-08-11 2025-06-30 13F EVERGY COM 30034W106 279,367 -270,058 -49.15 19,257 -49.17 0.0095
2025-05-12 2025-03-31 13F EVERGY COM 30034W106 549,425 84,121 18.08 37,883 32.27 0.0194
2025-02-12 2024-12-31 13F EVERGY COM 30034W106 465,304 -505,689 -52.08 28,639 -52.44 0.0170
2024-11-12 2024-09-30 13F EVERGY COM 30034W106 970,993 -7,386 -0.75 60,211 16.18 0.0349
2024-08-12 2024-06-30 13F EVERGY COM 30034W106 978,379 431,234 78.82 51,825 77.44 0.0332
2024-05-10 2024-03-31 13F EVERGY COM 30034W106 547,145 -176,860 -24.43 29,207 -22.72 0.0192
2024-02-09 2023-12-31 13F EVERGY COM 30034W106 724,005 392,494 118.40 37,793 124.86 0.0266
2023-12-06 2023-09-30 13F/A-1 EVERGY COM 30034W106 331,511 36,370 12.32 16,808 -2.52 0.0126
2023-11-09 2023-09-30 13F EVERGY COM 30034W106 331,511 36,370 16,808 0.0050
2023-08-10 2023-06-30 13F EVERGY COM 30034W106 295,141 -8,704 -2.86 17,242 -7.15 0.0113
2023-05-11 2023-03-31 13F EVERGY COM 30034W106 303,845 -4,114 -1.34 18,571 -4.17 0.0130
2023-02-09 2022-12-31 13F EVERGY COM 30034W106 307,959 41,933 15.76 19,380 22.64 0.0154
2022-11-10 2022-09-30 13F EVERGY COM 30034W106 266,026 48,264 22.16 15,802 11.21 0.0113
2022-08-10 2022-06-30 13F EVERGY COM 30034W106 217,762 -5,959 -2.66 14,209 -7.06 0.0106
2022-05-12 2022-03-31 13F EVERGY COM 30034W106 223,721 -20,809 -8.51 15,289 -8.87 0.0093
2022-02-10 2021-12-31 13F EVERGY COM 30034W106 244,530 -38,226 -13.52 16,778 -4.61 0.0090
2021-11-10 2021-09-30 13F EVERGY COM 30034W106 282,756 66,657 30.85 17,588 34.69 0.0104
2021-08-10 2021-06-30 13F EVERGY COM 30034W106 216,099 52,527 32.11 13,058 34.11 0.0079
2021-05-13 2021-03-31 13F EVERGY COM 30034W106 163,572 5,338 3.37 9,737 10.85 0.0063
2021-02-11 2020-12-31 13F EVERGY COM 30034W106 158,234 -44,769 -22.05 8,784 -14.86 0.0052
2020-11-12 2020-09-30 13F EVERGY COM 30034W106 203,003 -32,404 -13.77 10,317 -26.07 0.0067
2020-08-12 2020-06-30 13F EVERGY COM 30034W106 235,407 -1,974 -0.83 13,956 6.80 0.0109
2020-05-12 2020-03-31 13F EVERGY COM 30034W106 237,381 -36,646 -13.37 13,067 -26.74 0.0118
2020-02-12 2019-12-31 13F EVERGY COM 30034W106 274,027 60,125 28.11 17,837 25.29 0.0129
2019-11-08 2019-09-30 13F EVERGY COM 30034W106 213,902 -141,070 -39.74 14,237 -33.32 0.0113
2019-08-12 2019-06-30 13F EVERGY COM 30034W106 354,972 67,208 23.36 21,351 27.81 0.0172
2019-05-13 2019-03-31 13F EVERGY COM 30034W106 287,764 136,822 90.65 16,705 94.95 0.0161
2019-02-12 2018-12-31 13F EVERGY COM 30034W106 150,942 108,250 253.56 8,569 265.42 0.0087
2018-11-13 2018-09-30 13F EVERGY COM 30034W106 42,692 24,762 138.10 2,345 132.64 0.0021
2018-08-10 2018-06-30 13F EVERGY COM 30034W106 17,930 17,930 1,008 0.0009
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.