Evergy, Inc.
US ˙ NasdaqGS ˙ US30034W1062

SecurityEVRG / Evergy, Inc.
InstitutionFifth Third Bancorp
Latest Disclosed Ownership108,759 shares
Latest Disclosed Value $ 8,909,560
Fifth Third Bancorp reports 152.35% increase in ownership of EVRG / Evergy, Inc.

On May 1, 2026 - Fifth Third Bancorp filed a 13F-HR form disclosing ownership of 108,759 shares of Evergy, Inc. (US:EVRG) valued at $8,909,537 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 2, 2026 disclosing 43,099 shares of Evergy, Inc.. This represents a change in shares of 152.35% during the quarter. The current value of the position is $8,906,275 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.

Upgrade to unlock premium data and export to Excel .

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)
2026-05-01 2026-03-31 13F EVERGY COM 30034W106 108,759 65,660 152.35 8,910 185.18 0.0163
2026-02-02 2025-12-31 13F EVERGY COM 30034W106 43,099 -1,681 -3.75 3,124 -8.23 0.0099
2025-11-07 2025-09-30 13F EVERGY COM 30034W106 44,780 399 0.90 3,404 11.28 0.0109
2025-07-15 2025-06-30 13F EVERGY COM 30034W106 44,381 25,612 136.46 3,059 136.40 0.0106
2025-04-15 2025-03-31 13F EVERGY COM 30034W106 18,769 -62 -0.33 1,294 11.65 0.0049
2025-01-21 2024-12-31 13F EVERGY COM 30034W106 18,831 -300 -1.57 1,159 -2.28 0.0042
2024-10-17 2024-09-30 13F EVERGY COM 30034W106 19,131 -654 -3.31 1,186 13.17 0.0043
2024-07-22 2024-06-30 13F EVERGY COM 30034W106 19,785 -144 -0.72 1,048 -1.41 0.0040
2024-04-23 2024-03-31 13F EVERGY COM 30034W106 19,929 541 2.79 1,064 5.04 0.0042
2024-01-19 2023-12-31 13F EVERGY COM 30034W106 19,388 14,045 262.87 1,012 274.81 0.0043
2023-10-31 2023-09-30 13F EVERGY COM 30034W106 5,343 531 11.03 271 -3.91 0.0013
2023-07-26 2023-06-30 13F EVERGY COM 30034W106 4,812 82 1.73 281 -2.77 0.0012
2023-04-24 2023-03-31 13F EVERGY COM 30034W106 4,730 -2,068 -30.42 289 -32.32 0.0013
2023-01-25 2022-12-31 13F EVERGY COM 30034W106 6,798 1,698 33.29 428 40.92 0.0021
2022-10-25 2022-09-30 13F EVERGY COM 30034W106 5,100 157 3.18 303 -6.19 0.0016
2022-08-04 2022-06-30 13F EVERGY COM 30034W106 4,943 585 13.42 323 8.39 0.0016
2022-04-19 2022-03-31 13F EVERGY COM 30034W106 4,358 23 0.53 298 0.34 0.0012
2022-02-01 2021-12-31 13F EVERGY COM 30034W106 4,335 602 16.13 297 28.02 0.0012
2021-10-15 2021-09-30 13F EVERGY COM 30034W106 3,733 104 2.87 232 5.94 0.0010
2021-08-06 2021-06-30 13F EVERGY COM 30034W106 3,629 296 8.88 219 10.61 0.0010
2021-05-07 2021-03-31 13F EVERGY COM 30034W106 3,333 1,748 110.28 198 125.00 0.0009
2021-02-16 2020-12-31 13F EVERGY COM 30034W106 1,585 1,164 276.48 88 319.05 0.0004
2020-11-09 2020-09-30 13F EVERGY COM 30034W106 421 -465 -52.48 21 -60.38 0.0001
2020-08-05 2020-06-30 13F EVERGY COM 30034W106 886 -589 -39.93 53 -34.57 0.0003
2020-05-05 2020-03-31 13F EVERGY COM 30034W106 1,475 208 16.42 81 -1.22 0.0006
2020-02-14 2019-12-31 13F EVERGY COM 30034W106 1,267 51 4.19 82 1.23 0.0005
2019-11-14 2019-09-30 13F EVERGY COM 30034W106 1,216 -482 -28.39 81 -20.59 0.0005
2019-08-07 2019-06-30 13F EVERGY COM 30034W106 1,698 1,051 162.44 102 168.42 0.0006
2019-05-14 2019-03-31 13F EVERGY COM 30034W106 647 249 62.56 38 65.22 0.0002
2019-02-14 2018-12-31 13F EVERGY COM 30034W106 398 137 52.49 23 64.29 0.0002
2018-11-14 2018-09-30 13F EVERGY COM 30034W106 261 180 222.22 14 180.00 0.0001
2018-08-14 2018-06-30 13F EVERGY COM 30034W106 81 81 5 0.0000
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.