Evergy, Inc.
US ˙ NasdaqGS ˙ US30034W1062

SecurityEVRG / Evergy, Inc.
InstitutionRetirement Planning Group
Latest Disclosed Ownership23,659 shares
Latest Disclosed Value $ 1,938,146
Retirement Planning Group reports 0.58% increase in ownership of EVRG / Evergy, Inc.

On May 4, 2026 - Retirement Planning Group filed a 13F-HR form disclosing ownership of 23,659 shares of Evergy, Inc. (US:EVRG) valued at $1,938,145 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 3, 2026 disclosing 23,522 shares of Evergy, Inc.. This represents a change in shares of 0.58% during the quarter. The current value of the position is $1,918,035 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)
2026-05-04 2026-03-31 13F EVERGY COM 30034W106 23,659 137 0.58 1,938 13.67 0.0601
2026-02-03 2025-12-31 13F EVERGY COM 30034W106 23,522 668 2.92 1,705 -1.84 0.0560
2025-10-27 2025-09-30 13F EVERGY COM 30034W106 22,854 525 2.35 1,737 12.87 0.0603
2025-07-30 2025-06-30 13F EVERGY COM 30034W106 22,329 1,278 6.07 1,539 6.06 0.0655
2025-04-10 2025-03-31 13F EVERGY COM 30034W106 21,051 -3,321 -13.63 1,451 -3.27 0.0681
2025-02-18 2024-12-31 13F EVERGY COM 30034W106 24,372 210 0.87 1,500 0.13 0.0755
2024-10-10 2024-09-30 13F EVERGY COM 30034W106 24,162 -184 -0.76 1,498 16.21 0.0816
2024-07-12 2024-06-30 13F EVERGY COM 30034W106 24,346 2,599 11.95 1,290 11.12 0.0820
2024-04-12 2024-03-31 13F EVERGY COM 30034W106 21,747 -289 -1.31 1,161 0.87 0.0889
2024-01-16 2023-12-31 13F EVERGY COM 30034W106 22,036 -196 -0.88 1,150 2.04 0.1030
2023-10-25 2023-09-30 13F EVERGY COM 30034W106 22,232 98 0.44 1,127 -12.84 0.1197
2023-07-24 2023-06-30 13F EVERGY COM 30034W106 22,134 79 0.36 1,293 -4.08 0.1291
2023-04-20 2023-03-31 13F EVERGY COM 30034W106 22,055 439 2.03 1,348 -0.88 0.1436
2023-01-19 2022-12-31 13F EVERGY COM 30034W106 21,616 403 1.90 1,360 7.94 0.1554
2022-10-14 2022-09-30 13F EVERGY COM 30034W106 21,213 141 0.67 1,260 -8.36 0.1584
2022-07-13 2022-06-30 13F EVERGY COM 30034W106 21,072 213 1.02 1,375 -3.51 0.1697
2022-04-19 2022-03-31 13F EVERGY COM 30034W106 20,859 55 0.26 1,425 -0.14 0.1557
2022-01-20 2021-12-31 13F EVERGY COM 30034W106 20,804 1,860 9.82 1,427 21.14 0.1379
2021-10-18 2021-09-30 13F EVERGY COM 30034W106 18,944 934 5.19 1,178 8.27 0.1339
2021-07-19 2021-06-30 13F EVERGY COM 30034W106 18,010 136 0.76 1,088 2.26 0.1249
2021-04-26 2021-03-31 13F EVERGY COM 30034W106 17,874 146 0.82 1,064 8.13 0.1465
2021-01-27 2020-12-31 13F EVERGY COM 30034W106 17,728 160 0.91 984 10.19 0.1425
2020-10-15 2020-09-30 13F EVERGY COM 30034W106 17,568 156 0.90 893 -13.47 0.1457
2020-08-06 2020-06-30 13F EVERGY COM 30034W106 17,412 131 0.76 1,032 8.52 0.1896
2020-05-05 2020-03-31 13F EVERGY COM 30034W106 17,281 -368 -2.09 951 -17.23 0.2271
2020-01-29 2019-12-31 13F EVERGY COM 30034W106 17,649 153 0.87 1,149 -1.37 0.2287
2019-10-25 2019-09-30 13F EVERGY COM 30034W106 17,496 92 0.53 1,165 11.27 0.2466
2019-07-25 2019-06-30 13F EVERGY COM 30034W106 17,404 576 3.42 1,047 7.16 0.2374
2019-05-06 2019-03-31 13F EVERGY COM 30034W106 16,828 69 0.41 977 2.73 0.2358
2019-02-06 2018-12-31 13F EVERGY COM 30034W106 16,759 -65 -0.39 951 2.92 0.2542
2018-11-07 2018-09-30 13F EVERGY COM 30034W106 16,824 -2,117 -11.18 924 -13.16 0.2380
2018-08-07 2018-06-30 13F EVERGY COM 30034W106 18,941 18,941 1,064 0.2866
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.