Evergy, Inc.
US ˙ NasdaqGS ˙ US30034W1062

SecurityEVRG / Evergy, Inc.
InstitutionAsset Management One Co., Ltd.
Latest Disclosed Ownership111,641 shares
Latest Disclosed Value $ 9,145,631
Asset Management One Co., Ltd. reports 2.97% decrease in ownership of EVRG / Evergy, Inc.

On May 8, 2026 - Asset Management One Co., Ltd. filed a 13F-HR form disclosing ownership of 111,641 shares of Evergy, Inc. (US:EVRG) valued at $9,145,631 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 27, 2026 disclosing 115,058 shares of Evergy, Inc.. This represents a change in shares of -2.97% during the quarter. The current value of the position is $9,142,281 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)
2026-05-08 2026-03-31 13F EVERGY COM 30034W106 111,641 -3,417 -2.97 9,146 8.82 0.0270
2026-01-27 2025-12-31 13F EVERGY COM 30034W106 115,058 -5,877 -4.86 8,404 -8.58 0.0234
2025-10-22 2025-09-30 13F EVERGY COM 30034W106 120,935 -11,564 -8.73 9,193 0.66 0.0266
2025-07-31 2025-06-30 13F EVERGY COM 30034W106 132,499 37,305 39.19 9,133 39.16 0.0286
2025-04-23 2025-03-31 13F EVERGY COM 30034W106 95,194 2,986 3.24 6,564 15.36 0.0227
2025-01-30 2024-12-31 13F EVERGY COM 30034W106 92,208 -2,292 -2.43 5,689 -2.90 0.0195
2024-10-30 2024-09-30 13F EVERGY COM 30034W106 94,500 3,810 4.20 5,860 21.99 0.0209
2024-07-18 2024-06-30 13F EVERGY COM 30034W106 90,690 8,112 9.82 4,804 8.96 0.0184
2024-05-02 2024-03-31 13F EVERGY COM 30034W106 82,578 -4,154 -4.79 4,408 -2.69 0.0170
2024-01-24 2023-12-31 13F EVERGY COM 30034W106 86,732 -68,572 -44.15 4,531 -42.46 0.0182
2023-10-19 2023-09-30 13F EVERGY COM 30034W106 155,304 -6,413 -3.97 7,874 -16.66 0.0351
2023-07-31 2023-06-30 13F EVERGY COM 30034W106 161,717 -43,805 -21.31 9,448 -24.79 0.0400
2023-04-25 2023-03-31 13F EVERGY COM 30034W106 205,522 9,337 4.76 12,562 0.82 0.0569
2023-02-06 2022-12-31 13F EVERGY COM 30034W106 196,185 3,272 1.70 12,460 8.73 0.0607
2022-11-04 2022-09-30 13F EVERGY COM 30034W106 192,913 -5,262 -2.66 11,459 -11.38 0.0583
2022-07-29 2022-06-30 13F EVERGY COM 30034W106 198,175 -10,209 -4.90 12,930 -9.20 0.0607
2022-05-13 2022-03-31 13F EVERGY COM 30034W106 208,384 -26,070 -11.12 14,240 -11.34 0.0556
2022-02-09 2021-12-31 13F EVERGY COM 30034W106 234,454 7,029 3.09 16,062 13.55 0.0560
2021-11-02 2021-09-30 13F EVERGY COM 30034W106 227,425 -5,396 -2.32 14,145 0.54 0.0542
2021-08-03 2021-06-30 13F EVERGY COM 30034W106 232,821 -4,972 -2.09 14,069 -0.61 0.0524
2021-05-14 2021-03-31 13F EVERGY COM 30034W106 237,793 6,167 2.66 14,155 13.20 0.0562
2021-02-12 2020-12-31 13F EVERGY COM 30034W106 231,626 -3,850 -1.63 12,504 4.48 0.0515
2020-11-13 2020-09-30 13F EVERGY COM 30034W106 235,476 17,353 7.96 11,968 -7.42 0.0550
2020-08-14 2020-06-30 13F EVERGY COM 30034W106 218,123 -33,206 -13.21 12,927 -6.58 0.0636
2020-05-14 2020-03-31 13F EVERGY COM 30034W106 251,329 6,949 2.84 13,837 -13.01 0.0808
2020-02-14 2019-12-31 13F EVERGY COM 30034W106 244,380 -6,474 -2.58 15,906 -4.73 0.0717
2019-11-14 2019-09-30 13F EVERGY COM 30034W106 250,854 -17,069 -6.37 16,695 3.61 0.0804
2019-08-14 2019-06-30 13F EVERGY COM 30034W106 267,923 53,976 25.23 16,114 29.75 0.0791
2019-05-15 2019-03-31 13F EVERGY COM 30034W106 213,947 -381,958 -64.10 12,419 -63.29 0.0672
2019-02-13 2018-12-31 13F EVERGY COM 30034W106 595,905 -32,098 -5.11 33,826 -1.71 0.0806
2018-11-14 2018-09-30 13F EVERGY COM 30034W106 628,003 108,389 20.86 34,413 18.03 0.0706
2018-08-14 2018-06-30 13F EVERGY COM 30034W106 519,614 519,614 29,155 0.0637
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.