Evergy, Inc.
US ˙ NasdaqGS ˙ US30034W1062

SecurityEVRG / Evergy, Inc.
InstitutionJanus Henderson Group Plc
Latest Disclosed Ownership19,832 shares
Latest Disclosed Value $ 1,624,439
Janus Henderson Group Plc reports 60.52% increase in ownership of EVRG / Evergy, Inc.

On May 18, 2026 - Janus Henderson Group Plc filed a 13F-HR/A form disclosing ownership of 19,832 shares of Evergy, Inc. (US:EVRG) valued at $1,624,637 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 12,355 shares of Evergy, Inc.. This represents a change in shares of 60.52% during the quarter. The current value of the position is $1,624,042 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)
2026-05-18 2026-03-31 13F/A-1 EVERGY COM 30034W106 19,832 7,477 60.52 1,624 81.45 0.0008
2026-05-15 2026-03-31 13F EVERGY COM 30034W106 19,832 7,477 1,624 0.0003
2026-02-17 2025-12-31 13F EVERGY COM 30034W106 12,355 457 3.84 896 -1.00 0.0004
2025-11-14 2025-09-30 13F EVERGY COM 30034W106 11,898 0 0.00 904 10.24 0.0004
2025-08-14 2025-06-30 13F EVERGY COM 30034W106 11,898 -450 -3.64 820 -2.15 0.0004
2025-05-15 2025-03-31 13F EVERGY COM 30034W106 12,348 -8,610 -41.08 838 -35.04 0.0005
2025-02-14 2024-12-31 13F EVERGY COM 30034W106 20,958 527 2.58 1,290 1.90 0.0007
2024-11-14 2024-09-30 13F EVERGY COM 30034W106 20,431 -3,771 -15.58 1,267 -1.25 0.0006
2024-08-14 2024-06-30 13F EVERGY COM 30034W106 24,202 -10,273 -29.80 1,282 -30.29 0.0007
2024-05-15 2024-03-31 13F EVERGY COM 30034W106 34,475 4 0.01 1,839 2.22 0.0010
2024-02-14 2023-12-31 13F EVERGY COM 30034W106 34,471 -180 -0.52 1,800 2.45 0.0011
2023-11-14 2023-09-30 13F EVERGY COM 30034W106 34,651 2,126 6.54 1,757 -7.58 0.0012
2023-08-14 2023-06-30 13F EVERGY COM 30034W106 32,525 -2,040 -5.90 1,900 -10.04 0.0012
2023-05-15 2023-03-31 13F EVERGY COM 30034W106 34,565 -6,024 -14.84 2,112 -17.31 0.0014
2023-02-14 2022-12-31 13F EVERGY COM 30034W106 40,589 13,049 47.38 2,555 56.02 0.0018
2023-01-13 2022-09-30 13F/A-1 EVERGY COM 30034W106 27,540 -799 -2.82 1,637 -11.51 0.0012
2022-11-14 2022-09-30 13F EVERGY COM 30034W106 27,540 -799 1,637 0.0004
2022-08-15 2022-06-30 13F EVERGY COM 30034W106 28,339 -11,165 -28.26 1,850 -31.46 0.0013
2022-05-16 2022-03-31 13F EVERGY COM 30034W106 39,504 1,282 3.35 2,699 2.94 0.0013
2022-02-14 2021-12-31 13F EVERGY COM 30034W106 38,222 -52,731 -57.98 2,622 -53.66 0.0011
2021-11-16 2021-09-30 13F EVERGY COM 30034W106 90,953 -44,280 -32.74 5,658 -30.76 0.0025
2021-08-16 2021-06-30 13F EVERGY COM 30034W106 135,233 623 0.46 8,172 1.97 0.0035
2021-05-17 2021-03-31 13F EVERGY COM 30034W106 134,610 -1,323,825 -90.77 8,014 -90.10 0.0037
2021-02-16 2020-12-31 13F EVERGY COM 30034W106 1,458,435 -170,058 -10.44 80,956 -2.18 0.0376
2020-11-16 2020-09-30 13F EVERGY COM 30034W106 1,628,493 -398,801 -19.67 82,760 -31.15 0.0431
2020-08-14 2020-06-30 13F EVERGY COM 30034W106 2,027,294 -411,981 -16.89 120,198 -10.49 0.0675
2020-05-14 2020-03-31 13F EVERGY COM 30034W106 2,439,275 -279,504 -10.28 134,283 -24.12 0.0924
2020-02-18 2019-12-31 13F EVERGY COM 30034W106 2,718,779 -669,629 -19.76 176,966 -21.53 0.0906
2019-11-14 2019-09-30 13F EVERGY COM 30034W106 3,388,408 -264,049 -7.23 225,533 2.66 0.1222
2019-07-31 2019-06-30 13F EVERGY COM 30034W106 3,652,457 -404,777 -9.98 219,696 -6.72 0.1196
2019-04-30 2019-03-31 13F EVERGY COM 30034W106 4,057,234 658,342 19.37 235,523 22.06 0.1305
2019-02-06 2018-12-31 13F EVERGY COM 30034W106 3,398,892 235,025 7.43 192,955 11.05 0.1231
2018-11-09 2018-09-30 13F EVERGY COM 30034W106 3,163,867 153,017 5.08 173,760 2.78 0.0928
2018-08-10 2018-06-30 13F EVERGY COM 30034W106 3,010,850 3,010,850 169,059 0.0964
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.