Evergy, Inc.
US ˙ NasdaqGS ˙ US30034W1062

SecurityEVRG / Evergy, Inc.
InstitutionPinnacle Bancorp, Inc.
Latest Disclosed Ownership696 shares
Latest Disclosed Value $ 57,016
Pinnacle Bancorp, Inc. reports 2.11% decrease in ownership of EVRG / Evergy, Inc.

On April 22, 2026 - Pinnacle Bancorp, Inc. filed a 13F-HR form disclosing ownership of 696 shares of Evergy, Inc. (US:EVRG) valued at $57,016 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 22, 2026 disclosing 711 shares of Evergy, Inc.. This represents a change in shares of -2.11% during the quarter. The current value of the position is $56,425 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)
2026-04-22 2026-03-31 13F Evergy INC CORP COMMON COM 30034W106 696 -15 -2.11 57 11.76 0.0168
2026-01-22 2025-12-31 13F Evergy INC CORP COMMON COM 30034W106 711 18 2.60 52 -1.92 0.0151
2025-10-24 2025-09-30 13F Evergy INC CORP COMMON COM 30034W106 693 -47 -6.35 53 1.96 0.0156
2025-07-11 2025-06-30 13F Evergy INC CORP COMMON COM 30034W106 740 0 0.00 51 0.00 0.0157
2025-04-23 2025-03-31 13F Evergy INC CORP COMMON COM 30034W106 740 0 0.00 51 13.33 0.0166
2025-01-14 2024-12-31 13F Evergy INC CORP COMMON COM 30034W106 740 0 0.00 46 0.00 0.0148
2024-10-09 2024-09-30 13F Evergy INC CORP COMMON COM 30034W106 740 0 0.00 46 15.38 0.0123
2024-07-15 2024-06-30 13F Evergy INC CORP COMMON COM 30034W106 740 0 0.00 39 0.00 0.0116
2024-04-16 2024-03-31 13F Evergy INC CORP COMMON COM 30034W106 740 27 3.79 40 5.41 0.0117
2024-01-25 2023-12-31 13F Evergy INC CORP COMMON COM 30034W106 713 0 0.00 37 2.78 0.0122
2023-10-18 2023-09-30 13F Evergy INC CORP COMMON COM 30034W106 713 -653 -47.80 36 -54.43 0.0128
2023-07-14 2023-06-30 13F Evergy INC CORP COMMON COM 30034W106 1,366 0 0.00 80 -4.82 0.0273
2023-04-14 2023-03-31 13F Evergy INC CORP COMMON COM 30034W106 1,366 0 0.00 83 0.0306
2023-01-24 2022-12-31 13F Evergy INC CORP COMMON COM 30034W106 1,366 0 0.00 0 -100.00 0.0331
2022-10-25 2022-09-30 13F Evergy INC CORP COMMON COM 30034W106 1,366 680 99.13 81 80.00 0.0350
2022-07-12 2022-06-30 13F Evergy INC CORP COMMON COM 30034W106 686 -13 -1.86 45 -6.25 0.0185
2022-04-14 2022-03-31 13F Evergy INC CORP COMMON COM 30034W106 699 -182 -20.66 48 -20.00 0.0167
2022-01-19 2021-12-31 13F Evergy INC CORP COMMON COM 30034W106 881 0 0.00 60 9.09 0.0212
2021-10-12 2021-09-30 13F Evergy INC CORP COMMON COM 30034W106 881 -28 -3.08 55 0.00 0.0220
2021-07-15 2021-06-30 13F Evergy INC CORP COMMON COM 30034W106 909 0 0.00 55 1.85 0.0251
2021-04-26 2021-03-31 13F Evergy INC CORP COMMON COM 30034W106 909 -439 -32.57 54 -28.00 0.0262
2021-01-13 2020-12-31 13F Evergy INC CORP COMMON COM 30034W106 1,348 0 0.00 75 8.70 0.0462
2020-10-13 2020-09-30 13F Evergy INC CORP COMMON COM 30034W106 1,348 0 0.00 69 -13.75 0.0486
2020-07-07 2020-06-30 13F Evergy INC CORP COMMON COM 30034W106 1,348 0 0.00 80 8.11 0.0595
2020-04-09 2020-03-31 13F Evergy INC CORP COMMON COM 30034W106 1,348 0 0.00 74 -15.91 0.0632
2020-01-10 2019-12-31 13F Evergy INC CORP COMMON COM 30034W106 1,348 -24 -1.75 88 -3.30 0.0610
2019-10-08 2019-09-30 13F Evergy INC CORP COMMON COM 30034W106 1,372 -418 -23.35 91 -15.74 0.0519
2019-07-08 2019-06-30 13F Evergy INC CORP COMMON COM 30034W106 1,790 0 0.00 108 3.85 0.0607
2019-04-05 2019-03-31 13F Evergy INC CORP COMMON COM 30034W106 1,790 -1,196 -40.05 104 -38.82 0.0603
2019-03-20 2018-12-31 13F Evergy INC CORP COMMON COM 30034W106 2,986 2,986 170 0.1046
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.