Evergy, Inc.
US ˙ NasdaqGS ˙ US30034W1062

SecurityEVRG / Evergy, Inc.
InstitutionSummit Trail Advisors, Llc
Latest Disclosed Ownership22,610 shares
Latest Disclosed Value $ 1,852,213
Summit Trail Advisors, Llc reports 0.21% decrease in ownership of EVRG / Evergy, Inc.

On May 12, 2026 - Summit Trail Advisors, Llc filed a 13F-HR form disclosing ownership of 22,610 shares of Evergy, Inc. (US:EVRG) valued at $1,852,211 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 22,657 shares of Evergy, Inc.. This represents a change in shares of -0.21% during the quarter. The current value of the position is $1,832,993 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)
2026-05-12 2026-03-31 13F EVERGY COM 30034W106 22,610 -47 -0.21 1,852 12.79 0.0265
2026-02-17 2025-12-31 13F EVERGY COM 30034W106 22,657 5,169 29.56 1,642 23.55 0.0284
2025-11-14 2025-09-30 13F EVERGY COM 30034W106 17,488 11,392 186.88 1,329 216.43 0.0184
2025-08-14 2025-06-30 13F EVERGY COM 30034W106 6,096 1,957 47.28 420 47.37 0.0072
2025-04-28 2025-03-31 13F EVERGY COM 30034W106 4,139 -2,776 -40.14 285 -32.94 0.0094
2025-01-29 2024-12-31 13F EVERGY COM 30034W106 6,915 2,195 46.50 426 45.55 0.0157
2024-11-12 2024-09-30 13F EVERGY COM 30034W106 4,720 4,720 293 0.0073
2021-02-16 2020-12-31 13F Vaneck Vectors Semiconductor ETF Equity 30034W106 0 -1,400 -100.00 0 -100.00
2020-11-16 2020-09-30 13F Vaneck Vectors Semiconductor ETF Equity 30034W106 1,400 1,400 271 0.0524
2019-02-13 2018-12-31 13F EVERGY INC COM EQUITY 30034W106 0 -2,349 -100.00 0 -100.00
2018-11-14 2018-09-30 13F EVERGY INC COM EQUITY 30034W106 2,349 88 3.89 129 1.57 0.0285
2018-08-10 2018-06-30 13F Evergy Inc Com EQUITY 30034W106 2,261 2,261 127 0.0444
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.