Evergy, Inc.
US ˙ NasdaqGS ˙ US30034W1062

SecurityEVRG / Evergy, Inc.
InstitutionMacquarie Group Ltd
Latest Disclosed Ownership170,661 shares
Latest Disclosed Value $ 13,980,549
Macquarie Group Ltd reports 2.89% decrease in ownership of EVRG / Evergy, Inc.

On May 15, 2026 - Macquarie Group Ltd filed a 13F-HR form disclosing ownership of 170,661 shares of Evergy, Inc. (US:EVRG) valued at $13,980,549 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 175,737 shares of Evergy, Inc.. This represents a change in shares of -2.89% during the quarter. The current value of the position is $13,835,487 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 170,661 -5,076 -2.89 13,981 9.74 0.0651
2026-02-13 2025-12-31 13F EVERGY COM 30034W106 175,737 7,437 4.42 12,739 -0.43 0.0557
2025-11-13 2025-09-30 13F EVERGY COM 30034W106 168,300 -4,750 -2.74 12,794 7.26 0.0149
2025-08-14 2025-06-30 13F EVERGY COM 30034W106 173,050 4,185 2.48 11,928 2.45 0.0146
2025-08-14 2025-03-31 13F/A-1 EVERGY COM 30034W106 168,865 -1,573 -0.92 11,643 17.11 0.0145
2025-05-15 2025-03-31 13F EVERGY COM 30034W106 181,827 11,389 10,751 0.0140
2025-02-14 2024-12-31 13F EVERGY COM 30034W106 170,438 -14,414 -7.80 9,943 -13.26 0.0121
2024-11-14 2024-09-30 13F EVERGY COM 30034W106 184,852 -2,974 -1.58 11,463 15.21 0.0124
2024-08-09 2024-06-30 13F EVERGY COM 30034W106 187,826 -629,816 -77.03 9,949 0.09 0.0114
2024-05-14 2024-03-31 13F EVERGY COM 30034W106 817,642 630,133 336.05 9,941 1.56 0.0113
2024-02-14 2023-12-31 13F EVERGY COM 30034W106 187,509 11,521 6.55 9,788 9.70 0.0113
2023-11-14 2023-09-30 13F EVERGY COM 30034W106 175,988 9,450 5.67 8,923 -8.29 0.0112
2023-10-27 2023-06-30 13F/A-2 EVERGY COM 30034W106 166,538 37,485 29.05 9,729 23.35 0.0111
2023-10-12 2023-06-30 13F/A-1 EVERGY COM 30034W106 166,538 37,485 9,729 0.0098
2023-08-14 2023-06-30 13F EVERGY COM 30034W106 166,538 37,485 9,729 0.0099
2023-06-01 2023-03-31 13F/A-1 EVERGY COM 30034W106 129,053 -14,745 -10.25 7,888 -12.83 0.0094
2023-05-15 2023-03-31 13F EVERGY COM 30034W106 129,053 -14,745 7,888 0.0072
2023-02-21 2022-12-31 13F EVERGY COM 30034W106 143,798 15,392 11.99 9,049 12.31 0.0107
2022-11-14 2022-09-30 13F EVERGY COM 30034W106 128,406 -16,947 -11.66 8,056 -18.22 0.0099
2022-08-17 2022-06-30 13F/A-1 EVERGY COM 30034W106 145,353 -658,554 -81.92 9,851 -82.07 0.0111
2022-08-15 2022-06-30 13F EVERGY COM 30034W106 145,353 -658,554 9,851 0.0035
2022-05-16 2022-03-31 13F EVERGY COM 30034W106 803,907 -8,799 -1.08 54,939 -1.47 0.0418
2022-02-11 2021-12-31 13F Evergy COM 30034W106 812,706 -22,690 -2.72 55,760 7.31 0.0465
2021-11-12 2021-09-30 13F EVERGY COM 30034W106 835,396 145,675 21.12 51,962 24.67 0.0443
2021-08-13 2021-06-30 13F EVERGY COM 30034W106 689,721 651,471 1,703.19 41,680 1,730.48 0.0342
2021-05-14 2021-03-31 13F EVERGY COM 30034W106 38,250 -4,854 -11.26 2,277 -4.85 0.0032
2021-02-16 2020-12-31 13F EVERGY COM 30034W106 43,104 5,644 15.07 2,393 25.68 0.0035
2020-11-13 2020-09-30 13F EVERGY COM 30034W106 37,460 4,192 12.60 1,904 -3.45 0.0032
2020-08-11 2020-06-30 13F EVERGY COM 30034W106 33,268 800 2.46 1,972 10.35 0.0034
2020-05-15 2020-03-31 13F EVERGY COM 30034W106 32,468 -9,218 -22.11 1,787 -34.13 0.0037
2020-03-18 2019-12-31 13F/A-2 EVERGY COM 30034W106 41,686 -2,330 -5.29 2,713 -7.41 0.0039
2020-02-28 2019-12-31 13F/A-1 EVERGY COM 30034W106 41,686 0 2,713 0.0039
2020-02-14 2019-12-31 13F EVERGY COM 30034W106 41,686 -2,330 2,713 3,404.5851
2019-11-14 2019-09-30 13F EVERGY COM 30034W106 44,016 -2,282 -4.93 2,930 5.24 0.0049
2019-11-06 2019-06-30 13F/A-2 EVERGY COM 30034W106 46,298 6,235 15.56 2,784 19.69 0.0047
2019-09-24 2019-06-30 13F/A-1 EVERGY COM 30034W106 46,298 0 2,784 0.0047
2019-08-14 2019-06-30 13F EVERGY COM 30034W106 46,298 6,235 2,784
2019-05-15 2019-03-31 13F EVERGY COM 30034W106 40,063 5,525 16.00 2,326 18.61 0.0040
2019-02-15 2018-12-31 13F EVERGY COM 30034W106 34,538 -10,500 -23.31 1,961 -20.70 0.0038
2018-11-15 2018-09-30 13F EVERGY COM 30034W106 45,038 -400 -0.88 2,473 -3.06 0.0040
2019-03-21 2018-06-30 13F/A-1 EVERGY COM 30034W106 45,438 45,438 2,551 0.0044
2018-08-14 2018-06-30 13F EVERSOURCE ENERGY COM 30034W106 45,438 2,551 0.0044
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.