Evergy, Inc.
US ˙ NasdaqGS ˙ US30034W1062

SecurityEVRG / Evergy, Inc.
InstitutionIFP Advisors, Inc
Latest Disclosed Ownership2,585 shares
Latest Disclosed Value $ 211,763
IFP Advisors, Inc reports 6.07% decrease in ownership of EVRG / Evergy, Inc.

On April 13, 2026 - IFP Advisors, Inc filed a 13F-HR form disclosing ownership of 2,585 shares of Evergy, Inc. (US:EVRG) valued at $211,763 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 6, 2026 disclosing 2,752 shares of Evergy, Inc.. This represents a change in shares of -6.07% during the quarter. The current value of the position is $209,566 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)
2026-04-13 2026-03-31 13F EVERGY cs 30034W106 2,585 -167 -6.07 212 6.03 0.0044
2026-02-06 2025-12-31 13F EVERGY cs 30034W106 2,752 -1,179 -29.99 199 -33.22 0.0045
2026-02-06 2025-09-30 13F/A-1 EVERGY cs 30034W106 3,931 -106 -2.63 299 -6.58 0.0078
2025-12-02 2025-09-30 13F EVERGY cs 30034W106 3,550 -487 328 0.0085
2025-07-24 2025-06-30 13F EVERGY cs 30034W106 4,037 226 5.93 320 21.76 0.0091
2025-05-05 2025-03-31 13F EVERGY cs 30034W106 3,811 -6,100 -61.55 263 -57.05 0.0081
2025-02-04 2024-12-31 13F EVERGY cs 30034W106 9,911 521 5.55 610 4.81 0.0200
2025-02-04 2024-09-30 13F EVERGY cs 30034W106 9,390 -428 -4.36 582 11.92 0.0210
2024-07-30 2024-06-30 13F EVERGY cs 30034W106 9,818 129 1.33 520 0.58 0.0206
2024-07-30 2024-03-31 13F EVERGY cs 30034W106 9,689 144 1.51 517 3.82 0.0227
2024-01-09 2023-12-31 13F EVERGY cs 30034W106 9,545 -19,514 -67.15 498 -66.19 0.0235
2023-10-12 2023-09-30 13F EVERGY cs 30034W106 29,059 17,908 160.60 1,473 126.27 0.0662
2023-08-14 2023-06-30 13F/A-1 EVERGY cs 30034W106 11,151 4,784 75.14 651 88.70 0.0272
2023-08-04 2023-06-30 13F EVERGY cs 30034W106 11,151 4,784 605 0.0280
2023-04-18 2023-03-31 13F EVERGY cs 30034W106 6,367 -678 -9.62 345 0.0150
2023-02-07 2022-12-31 13F EVERGY cs 30034W106 7,045 788 12.59 0 -100.00 0.0103
2022-11-08 2022-09-30 13F EVERGY cs 30034W106 6,257 -423 -6.33 346 -6.23 0.0090
2022-09-06 2022-06-30 13F/A-1 EVERGY cs 30034W106 6,680 0 0.00 369 0.00 0.0118
2022-09-06 2022-03-31 13F/A-1 EVERGY cs 30034W106 6,680 1,001 17.63 369 -5.38 0.0118
2022-08-08 2022-03-31 13F EVERGY INC COM Stock 30034W106 6,361 682 345 0.0070
2022-01-12 2021-12-31 13F EVERGY INC COM Stock 30034W106 5,679 227 4.16 390 14.71 0.0076
2021-10-06 2021-09-30 13F EVERGY INC COM Stock 30034W106 5,452 24 0.44 340 3.66 0.0068
2021-07-13 2021-06-30 13F EVERGY INC COM Stock 30034W106 5,428 -306 -5.34 328 -3.81 0.0068
2021-04-30 2021-03-31 13F EVERGY INC COM Stock 30034W106 5,734 -1,728 -23.16 341 -17.43 0.0066
2021-01-25 2020-12-31 13F EVERGY INC COM Stock 30034W106 7,462 -2,009 -21.21 413 -13.96 0.0167
2020-10-29 2020-09-30 13F EVERGY INC COM Stock 30034W106 9,471 -323 -3.30 480 -16.96 0.0287
2020-08-05 2020-06-30 13F EVERGY INC COM Stock 30034W106 9,794 -123 -1.24 578 0.52 0.0458
2020-05-12 2020-03-31 13F EVERGY INC COM Stock 30034W106 9,917 -253 -2.49 575 -11.94 0.0580
2020-01-17 2019-12-31 13F EVERGY INC COM Stock 30034W106 10,170 -1,949 -16.08 653 -19.28 0.0491
2019-11-07 2019-09-30 13F EVERGY INC COM Stock 30034W106 12,119 8,853 271.07 809 328.04 0.0542
2019-05-15 2019-03-31 13F EVERGY Stock 30034W106 3,266 -10,134 -75.63 189 -75.07 0.0258
2019-06-03 2018-12-31 13F/A-10 EVERGY INC COM Stock 30034W106 13,400 -1,380 -9.34 758 -6.65 0.0462
2019-01-23 2018-12-31 13F EVERGY INC COM Stock 30034W106 13,400 -1,380 758 0.0462
2019-06-03 2018-09-30 13F/A-9 EVERGY INC COM Stock 30034W106 14,780 833 5.97 812 3.70 0.0331
2018-10-25 2018-09-30 13F EVERGY INC COM Stock 30034W106 14,780 833 812 0.0331
2019-06-03 2018-06-30 13F/A-8 EVERGY INC COM Stock 30034W106 13,947 13,947 327.04 783 314.29 0.0329
2018-08-07 2018-06-30 13F EVERGY INC COM Stock 30034W106 13,947 10,681 783
2016-08-22 2016-06-30 13F EVERGY Stock 30034W106 0 -3,266 -100.00 0 -100.00
2019-06-03 2016-03-31 13F/A-1 EVERGY Stock 30034W106 3,266 3,266 189 0.0258
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.