Evergy, Inc.
US ˙ NasdaqGS ˙ US30034W1062

SecurityEVRG / Evergy, Inc.
InstitutionFmr Llc
Latest Disclosed Ownership9,959,010 shares
Latest Disclosed Value $ 815,842,058
Fmr Llc reports 5.35% increase in ownership of EVRG / Evergy, Inc.

On May 15, 2026 - Fmr Llc filed a 13F-HR form disclosing ownership of 9,959,010 shares of Evergy, Inc. (US:EVRG) valued at $815,842,099 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 9,452,950 shares of Evergy, Inc.. This represents a change in shares of 5.35% during the quarter. The current value of the position is $807,376,941 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 9,959,010 506,060 5.35 815,842 19.06 0.0085
2026-02-17 2025-12-31 13F EVERGY COM 30034W106 9,452,950 -498,345 -5.01 685,244 -9.42 0.0349
2025-11-13 2025-09-30 13F EVERGY COM 30034W106 9,951,295 1,670,571 20.17 756,498 32.54 0.0393
2025-08-14 2025-06-30 13F EVERGY COM 30034W106 8,280,724 1,850,905 28.79 570,790 28.75 0.0322
2025-05-12 2025-03-31 13F EVERGY COM 30034W106 6,429,819 2,183,672 51.43 443,336 69.63 0.0283
2025-02-13 2024-12-31 13F EVERGY COM 30034W106 4,246,147 2,241,733 111.84 261,350 110.27 0.0156
2024-11-13 2024-09-30 13F EVERGY COM 30034W106 2,004,414 1,138,138 131.38 124,294 170.87 0.0076
2024-08-13 2024-06-30 13F EVERGY COM 30034W106 866,276 -1,153,809 -57.12 45,887 -57.45 0.0029
2024-05-13 2024-03-31 13F EVERGY COM 30034W106 2,020,085 -1,108,438 -35.43 107,832 -33.97 0.0072
2024-02-13 2023-12-31 13F EVERGY COM 30034W106 3,128,523 41,853 1.36 163,309 4.35 0.0125
2023-11-13 2023-09-30 13F EVERGY COM 30034W106 3,086,670 -3,161,681 -50.60 156,494 -57.13 0.0135
2023-08-11 2023-06-30 13F EVERGY COM 30034W106 6,248,351 746,226 13.56 365,029 8.55 0.0306
2023-08-11 2023-03-31 13F/A-1 EVERGY COM 30034W106 5,502,125 -77,549 -1.39 336,290 -4.23 0.0308
2023-05-11 2023-03-31 13F EVERGY COM 30034W106 5,502,125 -77,549 336,290 0.0061
2023-02-13 2022-12-31 13F EVERGY COM 30034W106 5,579,674 -1,393,036 -19.98 351,129 -15.22 0.0349
2022-11-10 2022-09-30 13F EVERGY COM 30034W106 6,972,710 61,951 0.90 414,179 -8.15 0.0432
2022-08-12 2022-06-30 13F EVERGY COM 30034W106 6,910,759 -242,645 -3.39 450,927 -7.76 0.0449
2022-05-13 2022-03-31 13F EVERGY COM 30034W106 7,153,404 -3,048,033 -29.88 488,863 -30.15 0.0391
2022-02-14 2021-12-31 13F EVERGY COM 30034W106 10,201,437 187,431 1.87 699,920 12.37 0.0517
2022-02-14 2021-09-30 13F/A-1 EVERGY COM 30034W106 10,014,006 -360,291 -3.47 622,871 -0.65 0.0494
2021-11-15 2021-09-30 13F EVERGY COM 30034W106 10,014,006 -360,291 622,871 0.0494
2021-08-13 2021-06-30 13F EVERGY COM 30034W106 10,374,297 117,739 1.15 626,918 2.68 0.0491
2021-05-14 2021-03-31 13F EVERGY COM 30034W106 10,256,558 1,014,786 10.98 610,572 19.02 0.0521
2021-02-08 2020-12-31 13F EVERGY COM 30034W106 9,241,772 291,083 3.25 513,011 12.78 0.0456
2020-11-13 2020-09-30 13F EVERGY COM 30034W106 8,950,689 1,193,937 15.39 454,874 -1.09 0.0460
2020-08-24 2020-06-30 13F/A-1 EVERGY COM 30034W106 7,756,752 773,429 11.08 459,897 19.63 0.0506
2020-08-13 2020-06-30 13F EVERGY COM 30034W106 7,756,752 773,429 459,897 11,298.3235
2020-05-14 2020-03-31 13F EVERGY COM 30034W106 6,983,323 1,464,419 26.53 384,431 7.02 0.0532
2020-02-07 2019-12-31 13F EVERGY COM 30034W106 5,518,904 1,535,599 38.55 359,226 35.49 0.0396
2019-11-13 2019-09-30 13F EVERGY COM 30034W106 3,983,305 -1,185,703 -22.94 265,128 -14.73 0.0318
2019-08-13 2019-06-30 13F EVERGY COM 30034W106 5,169,008 -2,100,952 -28.90 310,917 -26.33 0.0363
2019-05-13 2019-03-31 13F EVERGY COM 30034W106 7,269,960 -233,362 -3.11 422,021 -0.93 0.0506
2019-02-13 2018-12-31 13F EVERGY COM 30034W106 7,503,322 1,075,097 16.72 425,963 20.66 0.0583
2018-11-09 2018-09-30 13F EVERGY COM 30034W106 6,428,225 -1,359,581 -17.46 353,038 -19.27 0.0397
2018-08-10 2018-06-30 13F EVERGY COM 30034W106 7,787,806 7,787,806 437,286 0.0516
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.