Evergy, Inc.
US ˙ NasdaqGS ˙ US30034W1062

SecurityEVRG / Evergy, Inc.
InstitutionVerition Fund Management LLC
Latest Disclosed Ownership371,549 shares
Latest Disclosed Value $ 30,437,294
Verition Fund Management LLC reports 700.53% increase in ownership of EVRG / Evergy, Inc.

On May 15, 2026 - Verition Fund Management LLC filed a 13F-HR form disclosing ownership of 371,549 shares of Evergy, Inc. (US:EVRG) valued at $30,437,294 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 46,413 shares of Evergy, Inc.. This represents a change in shares of 700.53% during the quarter. The current value of the position is $30,121,477 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)
2026-05-15 2026-03-31 13F EVERGY COM 30034W106 371,549 325,136 700.53 30,437 804.79 0.1973
2026-02-13 2025-12-31 13F EVERGY COM 30034W106 46,413 -311,142 -87.02 3,364 -87.62 0.0132
2025-11-14 2025-09-30 13F EVERGY COM 30034W106 357,555 8,745 2.51 27,181 13.05 0.1122
2025-08-14 2025-06-30 13F EVERGY COM 30034W106 348,810 -458,901 -56.81 24,043 -56.83 0.1070
2025-05-15 2025-03-31 13F EVERGY COM 30034W106 807,711 430,516 114.14 55,692 139.88 0.2594
2025-02-14 2024-12-31 13F EVERGY COM 30034W106 377,195 -359,024 -48.77 23,216 -49.15 0.0918
2024-11-14 2024-09-30 13F EVERGY COM 30034W106 736,219 -340,935 -31.65 45,653 -19.99 0.2299
2024-08-14 2024-06-30 13F EVERGY COM 30034W106 1,077,154 -41,207 -3.68 57,057 -4.43 0.3121
2024-05-14 2024-03-31 13F EVERGY COM 30034W106 1,118,361 1,073,610 2,399.07 59,698 2,455.57 0.4085
2024-02-14 2023-12-31 13F EVERGY COM 30034W106 44,751 21,990 96.61 2,336 102.60 0.0183
2023-11-14 2023-09-30 13F EVERGY COM 30034W106 22,761 -19,646 -46.33 1,154 -53.45 0.0135
2023-08-14 2023-06-30 13F EVERGY COM 30034W106 42,407 31,423 286.08 2,477 269.15 0.0330
2023-05-15 2023-03-31 13F EVERGY COM 30034W106 10,984 -88,722 -88.98 671 -89.31 0.0093
2023-02-14 2022-12-31 13F EVERGY COM 30034W106 99,706 -1,701 -1.68 6,274 4.15 0.0980
2023-01-18 2022-09-30 13F/A-1 EVERGY COM 30034W106 101,407 19,313 23.53 6,024 12.45 0.0674
2022-11-14 2022-09-30 13F EVERGY COM 30034W106 101,407 19,313 6,024 0.0564
2022-08-30 2022-06-30 13F/A-1 EVERGY COM 30034W106 82,094 72,121 723.16 5,357 685.48 0.1059
2022-08-15 2022-06-30 13F EVERGY COM 30034W106 82,094 72,121 5,357 0.0906
2022-06-02 2022-03-31 13F/A-1 EVERGY COM 30034W106 9,973 -7,471 -42.83 682 -43.02 0.0082
2022-05-13 2022-03-31 13F EVERGY COM 30034W106 9,973 -7,471 682 0.0078
2022-05-03 2021-12-31 13F/A-1 EVERGY COM 30034W106 17,444 -10,579 -37.75 1,197 -31.33 0.0082
2022-02-14 2021-12-31 13F EVERGY COM 30034W106 17,444 -10,579 1,197 0.0047
2021-11-15 2021-09-30 13F EVERGY COM 30034W106 28,023 -66,396 -70.32 1,743 -69.45 0.0151
2021-08-16 2021-06-30 13F EVERGY COM 30034W106 94,419 87,376 1,240.61 5,706 1,261.81 0.0519
2021-05-18 2021-03-31 13F EVERGY COM 30034W106 7,043 -226,912 -96.99 419 -96.77 0.0047
2021-02-16 2020-12-31 13F EVERGY COM 30034W106 233,955 227,401 3,469.65 12,987 3,800.00 0.1141
2020-11-16 2020-09-30 13F EVERGY COM 30034W106 6,554 6,554 333 0.0066
2020-05-15 2020-03-31 13F EVERGY COM 30034W106 0 -44,654 -100.00 0 -100.00
2020-02-14 2019-12-31 13F EVERGY COM 30034W106 44,654 44,654 2,907 0.0529
2019-08-14 2019-06-30 13F EVERGY COM 30034W106 0 -87,513 -100.00 0 -100.00
2019-05-15 2019-03-31 13F EVERGY COM 30034W106 87,513 4,349 5.23 5,080 7.60 0.1980
2019-02-14 2018-12-31 13F EVERGY COM 30034W106 83,164 48,187 137.77 4,721 145.76 0.3386
2018-11-14 2018-09-30 13F EVERGY COM 30034W106 34,977 20,804 146.79 1,921 141.33 0.0688
2018-08-15 2018-06-30 13F EVERGY COM 30034W106 14,173 14,173 796 0.0486
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.